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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
Home | Hostinger
Home | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
New Tab
New Tab
Location Logger
Location Logger
Close tab
New Tab
New Tab
Close tab
New Tab
Customize sidebar
Open Google Gemini (⌃X)
Open history (⇧⌘H)
Open bookmarks (⌘B)
Bitwarden
22°
C
New York City
Open menu
Mozilla Firefox
Search with Google or enter address
Search with Google or enter address
Inbox (63) - [EMAIL] - Gmail
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Open context menu for Inbox (63) - [EMAIL] - Gmail
(137) YouTube
(137) YouTube
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Screenpipe — Archive
Screenpipe — Archive
Open context menu for Screenpipe — Archive
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
Open context menu for screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
Screenpipe — Archive
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Open context menu for Screenpipe — Archive
Denník N - Nezávislý denník
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Open context menu for Denník N - Nezávislý denník
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Open context menu for DXP4800PLUS-B5F8
(58) Inbox | [EMAIL] | Proton Mail
(58) Inbox | [EMAIL] | Proton Mail
Open context menu for (58) Inbox | [EMAIL] | Proton Mail
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visual_change
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Pull requests · screenpipe/screenpipe · GitHub
Pul Pull requests · screenpipe/screenpipe · GitHub
Pull requests · screenpipe/screenpipe · GitHub
Home | Hostinger
Home | Hostinger
Nginx Proxy Manager
Nginx Proxy Manager
Screenpipe — Archive
Screenpipe — Archive
SQLite Web: archive.db
SQLite Web: archive.db
SQLite Web: db.sqlite
SQLite Web: db.sqlite
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
Оптичен интернет за дома - EON телевизия | Vivacom | 5G
AFFiNE - All In One KnowledgeOS
AFFiNE - All In One KnowledgeOS
All docs · AFFiNE
All docs · AFFiNE
Payments Logger
Payments Logger
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
[NirDiamant/GenAI_Agents] Add SwarmScore — Portable Trust Rating for AI Agents (Issue #115) - [EMAIL] - Gmail
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Screenpipe — Archive
Screenpipe — Archive
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screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
Open context menu for screenpipe/.claude/skills at main · screenpipe/screenpipe · GitHub
Screenpipe — Archive
Screenpipe — Archive
Open context menu for Screenpipe — Archive
Denník N - Nezávislý denník
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DXP4800PLUS-B5F8
DXP4800PLUS-B5F8
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(58) Inbox | [EMAIL] | Proton Mail
(58) Inbox | [EMAIL] | Proton Mail
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2026-05-07T12:05:56.641070+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778155556641_m1.jpg...
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iTerm2
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PostmanFileEditViewWindowHelp$0lohlSupport Daily • PostmanFileEditViewWindowHelp$0lohlSupport Daily • now100% <478DEV (docker)DOCKERO ₴1DEV (docker)H82APP (-zsh)-zsh• $4screenpipe"•$55.95ms DONE-zshThu 7 May 15:05:56T81₴6viewsjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: stoppedworker-nudges:worker-nudges_00:stoppedjiminny-worker-processing-2:jiminny-worker-processing-2_00: stoppedJiminny-worker-processing-3:7iminny-worker-processing-3_00: stoppedjiminny-worker-processing-4:jiminny-worker-processing-4_00:stoppedjiminny-worker-processing-5: jiminny-worker-processing-5_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-analytics:worker-analytics_00: stoppedworker-download:worker-download_00: stoppedworker:worker_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedworker-calendar:worker-calendar_00:stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-sync:worker-crm-sync_00: stoppedworker-audio:worker-audio_00: stoppedworker-emails:worker-emails_00: stoppedartisan-schedule:artisan-schedule_00: stoppedworker-es-update:worker-es-update_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:1iminny-worker-processing-2 00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny# php artisan jiminny:debugSyncing opportunity 0Syncing opportunity 25Syncing opportunity 50Syncing opportunity 75Syncing opportunity 100root@docker_lamp_1:/home/jiminny# ]DEV...
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PostmanFileEditViewWindowHelp$0lohlSupport Daily • PostmanFileEditViewWindowHelp$0lohlSupport Daily • now100% <478DEV (docker)DOCKERO ₴1DEV (docker)H82APP (-zsh)-zsh• $4screenpipe"•$55.95ms DONE-zshThu 7 May 15:05:56T81₴6viewsjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: stoppedworker-nudges:worker-nudges_00:stoppedjiminny-worker-processing-2:jiminny-worker-processing-2_00: stoppedJiminny-worker-processing-3:7iminny-worker-processing-3_00: stoppedjiminny-worker-processing-4:jiminny-worker-processing-4_00:stoppedjiminny-worker-processing-5: jiminny-worker-processing-5_00: stoppedworker-crm-update:worker-crm-update_00: stoppedworker-analytics:worker-analytics_00: stoppedworker-download:worker-download_00: stoppedworker:worker_00: stoppedjiminny-worker-processing-1:jiminny-worker-processing-1_00: stoppedworker-calendar:worker-calendar_00:stoppedworker-conferences:worker-conferences_00: stoppedworker-crm-sync:worker-crm-sync_00: stoppedworker-audio:worker-audio_00: stoppedworker-emails:worker-emails_00: stoppedartisan-schedule:artisan-schedule_00: stoppedworker-es-update:worker-es-update_00: stoppedartisan-schedule:artisan-schedule_00: startedjiminny-worker-processing-1:jiminny-worker-processing-1_00: startedjiminny-worker-processing-2:1iminny-worker-processing-2 00: startedjiminny-worker-processing-3:jiminny-worker-processing-3_00: startedjiminny-worker-processing-4:jiminny-worker-processing-4_00: startedjiminny-worker-processing-5:jiminny-worker-processing-5_00: startedjiminny-worker-processing-delayed: jiminny-worker-processing-delayed_00: startedworker:worker_00: startedworker-analytics:worker-analytics_00: startedworker-audio:worker-audio_00: startedworker-calendar:worker-calendar_00: startedworker-conferences:worker-conferences_00: startedworker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny# php artisan jiminny:debugSyncing opportunity 0Syncing opportunity 25Syncing opportunity 50Syncing opportunity 75Syncing opportunity 100root@docker_lamp_1:/home/jiminny# ]DEV...
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2026-05-11T12:01:50.748649+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778500910748_m2.jpg...
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Code
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MatchActivityCrmData.php — app — Modified
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 22 pending changes
22
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Testing
Claude Code
EXPLORER
EXPLORER
Explorer Section: app
Explorer Section: app
APP
AjReports
Audio
AutomatedReports
Calendar
Crm
Delete
Hubspot
Traits
FetchMergedObjectsPageJob.php
HubspotAppUninstallJob.php
ImportAccountBatch.php
ImportBatchJobTrait.php
ImportContactBatch.php
ImportOpportunityBatch.php
ProcessHubspotWebhookEventsTrait.php
ProcessInternalWebhookEventsJob.php
ProcessMergedObjectJob.php
ProcessWebhookEventsJob.php
UpdateDealWebhookSubscriptionJob.php
Salesforce
AutologDelayedToCrm.php
CheckAndRetryRemoteMatch.php
CreateFollowupActivity.php
CreateNotes.php
MatchActivitiesToNewOpportunity.php
MatchActivityCrmData.php
M
NoteObject.php
SaveActivity.php
SaveTranscription.php
SetupLayout.php
SyncActivity.php
SyncFieldMetadata.php
SyncHubspotObjects.php
SyncLeads.php
SyncObjects.php
SyncOpportunitiesJob.php
SyncOpportunity.php
SyncProfileMetadata.php
SyncTeamFieldsJob.php
SyncTeamMetadata.php
UpdateOpportunitySpecifications.php...
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SyncProfileMetadata.php
SyncTeamFieldsJob.php
SyncTeamMetadata.php
UpdateOpportunitySpecifications.php...
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-8343544251264563800
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9185263399333994826
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visual_change
|
accessibility
|
NULL
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 22 pending changes
22
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Testing
Claude Code
EXPLORER
EXPLORER
Explorer Section: app
Explorer Section: app
APP
AjReports
Audio
AutomatedReports
Calendar
Crm
Delete
Hubspot
Traits
FetchMergedObjectsPageJob.php
HubspotAppUninstallJob.php
ImportAccountBatch.php
ImportBatchJobTrait.php
ImportContactBatch.php
ImportOpportunityBatch.php
ProcessHubspotWebhookEventsTrait.php
ProcessInternalWebhookEventsJob.php
ProcessMergedObjectJob.php
ProcessWebhookEventsJob.php
UpdateDealWebhookSubscriptionJob.php
Salesforce
AutologDelayedToCrm.php
CheckAndRetryRemoteMatch.php
CreateFollowupActivity.php
CreateNotes.php
MatchActivitiesToNewOpportunity.php
MatchActivityCrmData.php
M
NoteObject.php
SaveActivity.php
SaveTranscription.php
SetupLayout.php
SyncActivity.php
SyncFieldMetadata.php
SyncHubspotObjects.php
SyncLeads.php
SyncObjects.php
SyncOpportunitiesJob.php
SyncOpportunity.php
SyncProfileMetadata.php
SyncTeamFieldsJob.php
SyncTeamMetadata.php
UpdateOpportunitySpecifications.php...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 22 pending changes
22
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Testing
Claude Code
EXPLORER
EXPLORER
Explorer Section: app
Explorer Section: app
APP
AjReports
Audio
AutomatedReports
Calendar
Crm
Delete
Hubspot
Traits
FetchMergedObjectsPageJob.php
HubspotAppUninstallJob.php
ImportAccountBatch.php
ImportBatchJobTrait.php
ImportContactBatch.php
ImportOpportunityBatch.php
ProcessHubspotWebhookEventsTrait.php
ProcessInternalWebhookEventsJob.php
ProcessMergedObjectJob.php
ProcessWebhookEventsJob.php
UpdateDealWebhookSubscriptionJob.php
Salesforce
AutologDelayedToCrm.php
CheckAndRetryRemoteMatch.php
CreateFollowupActivity.php
CreateNotes.php
MatchActivitiesToNewOpportunity.php
MatchActivityCrmData.php
M
NoteObject.php
SaveActivity.php
SaveTranscription.php
SetupLayout.php
SyncActivity.php
SyncFieldMetadata.php
SyncHubspotObjects.php
SyncLeads.php
SyncObjects.php
SyncOpportunitiesJob.php
SyncOpportunity.php
SyncProfileMetadata.php
SyncTeamFieldsJob.php
SyncTeamMetadata.php
UpdateOpportunitySpecifications.php...
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9185263399333994826
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click
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G) - 22 pending changes
22
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Testing
Claude Code
EXPLORER
EXPLORER
Explorer Section: app
Explorer Section: app
APP
AjReports
Audio
AutomatedReports
Calendar
Crm
Delete
Hubspot
Traits
FetchMergedObjectsPageJob.php
HubspotAppUninstallJob.php
ImportAccountBatch.php
ImportBatchJobTrait.php
ImportContactBatch.php
ImportOpportunityBatch.php
ProcessHubspotWebhookEventsTrait.php
ProcessInternalWebhookEventsJob.php
ProcessMergedObjectJob.php
ProcessWebhookEventsJob.php
UpdateDealWebhookSubscriptionJob.php
Salesforce
AutologDelayedToCrm.php
CheckAndRetryRemoteMatch.php
CreateFollowupActivity.php
CreateNotes.php
MatchActivitiesToNewOpportunity.php
MatchActivityCrmData.php
M
NoteObject.php
SaveActivity.php
SaveTranscription.php
SetupLayout.php
SyncActivity.php
SyncFieldMetadata.php
SyncHubspotObjects.php
SyncLeads.php
SyncObjects.php
SyncOpportunitiesJob.php
SyncOpportunity.php
SyncProfileMetadata.php
SyncTeamFieldsJob.php
SyncTeamMetadata.php
UpdateOpportunitySpecifications.php...
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18975
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NULL
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NULL
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NULL
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12184
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541
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2
|
2026-05-09T08:32:44.697878+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778315564697_m1.jpg...
|
Code
|
report(2).csv — finance [SSH: nas]
|
True
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
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"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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45","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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(Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write 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req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Ln 9, Col 45
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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Explorer (⇧⌘E)
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EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
|
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4","depth":16,"bounds":{"left":0.85837764,"top":0.98244214,"width":0.022273935,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Ln 9, Col 45","depth":16,"bounds":{"left":0.83011967,"top":0.98244214,"width":0.026595745,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"bounds":{"left":0.55984044,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session 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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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2026-05-09T09:46:26.451920+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-09/1778 /Users/lukas/.screenpipe/data/data/2026-05-09/1778319986451_m1.jpg...
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report(2).csv — finance [SSH: nas]
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True
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monitor_1
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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45","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message 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It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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(Hybrid)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Low + infra overhead","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Overkill","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"D (Python Flask)","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"None","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Very high","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"A (Node.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B (Python 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Ln 9, Col 45
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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Explorer (⇧⌘E)
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
|
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4","depth":16,"bounds":{"left":0.85837764,"top":0.98244214,"width":0.022273935,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Ln 9, Col 45","depth":16,"bounds":{"left":0.83011967,"top":0.98244214,"width":0.026595745,"height":0.01755786},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"bounds":{"left":0.55984044,"top":0.08060654,"width":0.099734046,"height":0.022346368},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session 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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. 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For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, 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/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy 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POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config 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compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"}]...
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-8343366031283405500
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6809041617504496635
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visual_change
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accessibility
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NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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report(2).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
Search (⇧⌘F)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Ln 9, Col 45
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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Text","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Editor Language Status: $(copilot) No inline suggestion available, Inline suggestions","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"CRLF","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"UTF-8 with BOM","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Spaces: 4","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Ln 9, Col 45","depth":16,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Info: Setting up SSH Host nas: Setting up SSH tunnel","depth":12,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Design new payment-logger and dsk-uploader hybrid app","depth":19,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Session history","depth":19,"on_screen":true,"help_text":"Session history","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New session","depth":19,"on_screen":true,"help_text":"New session","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now let me read the remaining frontend files and the Dockerfile from payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"dskuploader.py","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"dskuploader.py","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Let me also grab the remaining frontend components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good, I have everything I need. Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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report(2).csv — finance [SSH: nas]
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Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Ln 9, Col 45
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I'll explore all three reference projects in parallel to understand their structure before planning.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How data flows (ingest, storage, retrieval)\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure and functionality","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Tech stack (frontend framework, backend framework, database)\n2. What the app does - its core purpose and features\n3. Database schema - all tables, relationships\n4. API routes - all endpoints, their purpose and request/response shapes\n5. How file uploads work - what files, what format, how parsed\n6. Any auth/middleware setup\n7. Docker/deployment setup\n8. Key files and their roles\n\nReport with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth folder and authentik integration","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. What auth system is being used (Authentik)\n2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?\n3. Middleware - how is auth enforced on routes?\n4. Any frontend auth flow - login redirect, token handling, protected routes\n5. Environment variables related to auth\n6. Docker/deployment setup for the auth service itself\n7. Any example of how other apps integrate with this auth\n\nReport with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"payments.js","depth":23,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"continue","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Launching parallel exploration of all three reference projects.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore payment-logger app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How data is ingested (look at /ingest route especially)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore dsk-uploader app structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. Tech stack (frontend framework, backend framework, database, etc.)\n3. What the app does - its core functionality\n4. How file uploads work (what format, what processing happens)\n5. Database schema (what tables/collections exist)\n6. API routes and their purposes\n7. Frontend pages and components\n8. Docker setup\n9. Any auth/session handling\n\nPlease read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore auth project structure","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:\n1. Full directory structure (tree)\n2. What authentication system is used (authentik integration details)\n3. How OAuth/OIDC flow works\n4. Any middleware or helper functions for protecting routes\n5. Session management approach\n6. How frontend handles auth state\n7. Any example of how other apps integrate with this auth system\n8. Docker setup and environment variables\n\nPlease read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now I have a complete picture of all three. Let me design the plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Agent:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design combined app architecture","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:\n\n---\n\n## App 1: payments-logger (Node.js)\n- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI\n- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS\n- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage\n- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)\n- **Schema** (PostgreSQL via Prisma):\n - `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at\n - `tags` table: id, name, color — M2M with payments via `_PaymentToTag`\n - `users` table: id, username, hashed_password (this will be REMOVED)\n- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system\n- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance\n\n## App 2: dsk-uploader (Python/Flask)\n- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database\n- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5\n- **Auth**: None (open)\n- **CSV format** (DSK Bank Bulgarian format, columns):\n - `Дата` (date, DD.MM.YYYY)\n - `Вид на трансакцията` (transaction type, Bulgarian)\n - `Основание` (reason/description — contains card number regex: `^\\d{6}x{6}\\d{4}$`)\n - `Дебит BGN` (debit amount, may be empty)\n - `Кредит BGN` (credit amount, may be empty)\n - `Наредител/Получател` (orderer/recipient name)\n - `Номер сметка на наредителя / получателя` (account number)\n- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers\n- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)\n\n## App 3: auth (Authentik)\n- **Mode**: Proxy mode via NPM (forward auth)\n- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:\n - `X-authentik-username` \n - `X-authentik-email`\n - `X-authentik-groups`\n- **No code integration needed** in the app itself — just trust these headers from NPM\n- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`\n\n---\n\n## What the New Combined App Must Do\n\n1. **Single PostgreSQL database** for all transactions\n2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST\n3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema\n4. **Unified UI** — show all payments in one table regardless of source\n5. **Source indicator** in UI — badge showing \"INGEST\", \"UPLOAD\", or \"BOTH\" (if duplicate detection added)\n6. **Source filter** in FilterBar — filter by All/Ingest/Upload\n7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM\n8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination\n9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL\n\n---\n\n## Technical Constraints\n\n- Keep Node.js backend (not Python) — extend payments-logger's stack\n- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)\n- File upload: use `multer` npm middleware\n- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)\n- Add `source` enum field (INGEST/UPLOAD) to payments schema\n- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is\n- Remove `users` table from schema\n\n---\n\n## Please Design\n\n1. Complete folder structure for the new app (suggest name: \"finance-hub\" or similar — note this is a placeholder, user will confirm)\n2. Prisma schema with new fields (`source`, `currency`)\n3. All backend API routes\n4. CSV parser design in Node.js (port of the Python logic)\n5. Authentik auth middleware\n6. Frontend component structure (React) — what's reused from payments-logger, what's new\n7. Docker Compose setup\n8. Environment variables needed\n9. Step-by-step implementation order\n10. Verification checklist\n\nBe specific about file paths and code structure. This will be used to write actual implementation code.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good plan. Let me ask the one thing I need before writing the final plan.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"AskUserQuestion","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"User has answered your questions: \"What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding.\"=\"finance-hub\". You can now continue with the user's answers in mind.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Writing the final plan now.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"326 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# finance-hub — Implementation Plan\n\n## Context\n\nTwo separate finance apps exist as references and will be retired:\n- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.\n- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.\n\nThe new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).\n\n---\n\n## Tech Stack\n\n| Layer | Choice | Rationale |\n|-------|--------|-----------|\n| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |\n| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |\n| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |\n| Database | PostgreSQL 16 | Same as payments-logger |\n| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |\n| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |\n| Container | Docker Compose | Same pattern as both reference apps |\n\n**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage. \n**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references. \n**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.\n\n---\n\n## Folder Structure\n\n```\n/volume2/docker/finance/finance-hub/\n├── docker-compose.yml\n├── .env\n├── .env.example\n├── .gitignore\n├── backend/\n│ ├── Dockerfile\n│ ├── package.json\n│ ├── prisma/\n│ │ ├── schema.prisma\n│ │ └── migrations/\n│ │ ├── migration_lock.toml\n│ │ └── 20260508_init/\n│ │ └── migration.sql\n│ └── src/\n│ ├── index.js ← entry point (Authentik middleware wired here)\n│ ├── auth.js ← Authentik header middleware (replaces JWT auth)\n│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)\n│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)\n│ └── routes/\n│ ├── payments.js ← existing routes + source/currency additions\n│ └── upload.js ← NEW: POST /api/upload/csv\n└── frontend/\n ├── Dockerfile\n ├── package.json\n ├── vite.config.js\n ├── tailwind.config.js\n ├── postcss.config.js\n ├── index.html\n └── src/\n ├── main.jsx ← remove AuthProvider wrapper\n ├── index.css\n ├── App.jsx ← remove auth state, add Upload tab toggle\n └── components/\n ├── FilterBar.jsx ← add source filter select\n ├── PaymentTable.jsx ← add Source badge column + currency display\n ├── PaymentCard.jsx ← minor source badge addition\n ├── PaymentList.jsx ← unchanged\n └── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI\n```\n\n---\n\n## Database Schema (Prisma)\n\nFile: `backend/prisma/schema.prisma`\n\n```prisma\ngenerator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status { UNPROCESSED SENT SKIPPED }\nenum Source { INGEST UPLOAD }\n```\n\n**Key decisions:**\n- No `User` model — Authentik owns identity.\n- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.\n- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.\n- `balance` is always null for CSV rows (DSK export does not include running balance).\n- Fresh consolidated migration — no data migration from reference apps required.\n\n---\n\n## API Routes\n\n| Method | Path | Auth | Description |\n|--------|------|------|-------------|\n| GET | /api/health | public | Health check |\n| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |\n| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |\n| GET | /api/payments/meta/tags | required | All tags |\n| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |\n| GET | /api/payments/:id | required | Single payment |\n| PATCH | /api/payments/:id | required | Update status |\n| DELETE | /api/payments/:id | required | Delete |\n| POST | /api/payments/:id/send | required | Send notification |\n| POST | /api/payments/:id/skip | required | Skip |\n| POST | /api/payments/:id/tags | required | Add/upsert tag |\n| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |\n| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |\n\n---\n\n## Key Implementation Details\n\n### auth.js (replaces entire old auth module)\n```js\nconst PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n const username = req.headers['x-authentik-username'];\n if (!username) return res.status(401).json({ error: 'Unauthorized' });\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),\n };\n next();\n}\nmodule.exports = { authentikMiddleware };\n```\n\n### csvParser.js (port of dskuploader.py)\n- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8\n- `csv-parse` parses the decoded text with `columns: true`\n- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`\n- Card extraction: regex `/^\\d{6}x{6}\\d{4}$/` on first token of `Основание`\n- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`\n- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`\n- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`\n\n### payments.js changes from payments-logger\n1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call\n2. Add `source` to the `GET /` where clause filter\n3. Add `sources` to `meta/filters` response\n4. Currency-aware amount formatting in notification message\n5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)\n\n### upload.js (new)\n- `multer` memory storage, max 10 files × 10 MB\n- Calls `parseDskCsv(buffer)` per file\n- Upserts tags via `prisma.tag.upsert` then connects\n- Returns `{ imported, skipped, errors, payments[] }`\n\n### Frontend changes\n- **Delete**: `auth.js`, `AuthProvider.jsx`\n- **main.jsx**: Remove `<AuthProvider>` wrapper\n- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add \"Payments\" / \"Upload CSV\" tab toggle\n- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols\n- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell\n- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`\n\n---\n\n## Docker Compose\n\n```yaml\nservices:\n db:\n image: postgres:16-alpine\n environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: ${DB_PASSWORD}, POSTGRES_DB: finance_hub }\n volumes: [pgdata:/var/lib/postgresql/data]\n healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }\n\n backend:\n build: ./backend\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports: [\"${BACKEND_PORT:-3001}:3001\"]\n depends_on: { db: { condition: service_healthy } }\n\n frontend:\n build: ./frontend\n ports: [\"${FRONTEND_PORT:-5175}:5173\"]\n depends_on: [backend]\n\nvolumes: { pgdata: }\n```\n\n**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.\n\n---\n\n## Environment Variables (.env)\n\n```bash\nDB_PASSWORD=change_me\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\nTZ=Europe/Sofia\nBACKEND_PORT=3001\nFRONTEND_PORT=5175\n```\n\nRemoved vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.\n\n---\n\n## Implementation Order\n\n1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`\n2. Write `backend/prisma/schema.prisma` and migration SQL\n3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)\n4. Write `backend/Dockerfile`\n5. Write `backend/src/auth.js` (Authentik middleware)\n6. Copy `backend/src/parser.js` verbatim from payments-logger\n7. Write `backend/src/csvParser.js` (Python port)\n8. Write `backend/src/routes/upload.js`\n9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)\n10. Write `backend/src/index.js`\n11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`\n12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`\n13. Write `frontend/src/components/UploadPanel.jsx`\n14. Update `frontend/vite.config.js`\n15. `docker compose build && docker compose up -d`\n16. Run verification checklist\n\n---\n\n## Verification\n\n**Schema**\n- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`\n- No `users` table; `Source` enum exists\n\n**Auth**\n- `GET /api/payments` → 401 without `x-authentik-username` header\n- `POST /api/payments/ingest` → 201 without any header\n- `curl -H \"x-authentik-username: test\" localhost:3001/api/payments` → 200\n\n**SMS Ingest**\n- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient\n- Apple Wallet structured body → `type=WALLET`, `source=INGEST`\n- Rate limiter → 429 after 200 req/min\n\n**CSV Upload**\n- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`\n- Multiple CSVs in one request → all merged\n- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported\n- Card regex match from `Основание` column\n- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)\n- cp1251 file imports correctly\n\n**UI**\n- Source badge visible in payment table (SMS indigo, CSV emerald)\n- Source dropdown in FilterBar filters correctly\n- Amount shows correct currency per row\n- Upload Panel: drag-and-drop works, result summary shows counts\n- Logout redirects to Authentik sign_out\n- No login form shown (Authentik handles it at NPM level)\n- Tags, send, skip, delete all still work\n\n## Reference Files\n\n- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`\n- `/volume2/docker/finance/payments-logger/backend/src/parser.js`\n- `/volume2/docker/finance/payments-logger/backend/src/index.js`\n- `/volume2/docker/finance/payments-logger/backend/src/auth.js`\n- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`\n- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`\n- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`\n- `/volume2/docker/finance/dsk-uploader/dskuploader.py`\n- `/volume2/docker/finance/auth/docker-compose.yml`","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Claude’s Plan","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"ets-create-a-new-generic-sun.md","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ets-create-a-new-generic-sun.md","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Stayed in plan mode","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Good question. Here's the full breakdown:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Backend Tech Stack — Options","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Backend Tech Stack — Options","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option A: Node.js + Express + Prisma (my recommendation)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Why:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"payments-logger is already Node.js/Express/Prisma. The new app is 80% payments-logger with CSV upload added on top. Keeping the same stack means:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"verbatim, zero rewrite","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Copy the entire","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"routes/payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with minimal edits","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same Prisma schema workflow, same migrations, same Docker image","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The CSV parsing logic (the only Python-specific thing) ports cleanly to","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"csv-parse","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it's just regex + string manipulation, nothing pandas-specific","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Trade-off:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option B: Python + FastAPI + SQLAlchemy","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option B: Python + FastAPI + SQLAlchemy","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Lose the entire payments-logger backend (routes, parser, Prisma schema) — full rewrite. FastAPI + SQLAlchemy is a different mental model than Express + Prisma. Frontend stays React anyway, so the stack split doesn't simplify anything.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"More work overall, gains almost nothing.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option C: Hybrid microservices (Node.js backend + Python CSV service)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Zero porting — Python CSV code used as-is.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Two backend services to maintain, deploy, and keep in sync. Inter-service HTTP calls. Two Dockerfiles. For ~150 lines of CSV logic, this is massively over-engineered.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Not worth it.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Option D: Python + Flask (exactly like dsk-uploader)","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Extend dsk-uploader into a full payments app.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pro:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Pandas for CSV, no porting.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Con:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Jinja2 templates instead of React (or add React separately). Would need to reimplement the entire payments-logger (SMS parser, notification system, tag management, pagination/filtering). Flask's Jinja templating is far less capable than the existing React UI. The React frontend is the stronger UI foundation.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Verdict:","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary","depth":22,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Option","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CSV porting effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"App rewrite effort","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Result 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Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Want to adjust the stack, or shall I proceed with Option A?","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Message actions","depth":24,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"ok sounds good. Implement all you suggested","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Starting implementation. Let me first read all the reference files I'll need to copy from.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":",","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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payments-logger.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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components.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Read","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure 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Let me set up the todo list and start building.","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Thinking","depth":23,"on_screen":false,"role_description":"disclosure triangle","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Thinking","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Bash","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create finance-hub directory structure","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"IN","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \\\n /volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \\\n /volume2/docker/finance/finance-hub/frontend/src/components && echo \"done\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy code to clipboard","depth":24,"on_screen":false,"help_text":"Copy code","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"OUT","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"done","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"docker-compose.yml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"docker-compose.yml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"45 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"version: '3.8'\n\nservices:\n db:\n image: postgres:16-alpine\n restart: unless-stopped\n environment:\n POSTGRES_USER: finance\n POSTGRES_PASSWORD: ${DB_PASSWORD}\n POSTGRES_DB: finance_hub\n volumes:\n - pgdata:/var/lib/postgresql/data\n healthcheck:\n test: [\"CMD-SHELL\", \"pg_isready -U finance -d finance_hub\"]\n interval: 5s\n timeout: 5s\n retries: 5\n\n backend:\n build: ./backend\n restart: unless-stopped\n environment:\n DATABASE_URL: postgresql://finance:${DB_PASSWORD}@db:5432/finance_hub\n PORT: \"3001\"\n NOTIFIER_URL: ${NOTIFIER_URL}\n NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}\n NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}\n TZ: ${TZ:-Europe/Sofia}\n ports:\n - \"${BACKEND_PORT:-3001}:3001\"\n depends_on:\n db:\n condition: service_healthy\n\n frontend:\n build: ./frontend\n restart: unless-stopped\n ports:\n - \"${FRONTEND_PORT:-5175}:5173\"\n depends_on:\n - backend\n\nvolumes:\n pgdata:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".env.example","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".env.example","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"15 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Database\nDB_PASSWORD=change_me_strong_password\n\n# Notifier service (for SMS payment notifications)\nNOTIFIER_URL=https://notifier.lakylak.xyz\nNOTIFIER_CHANNEL=viber\nNOTIFY_DEFAULT_PHONE=+359000000000\n\n# Timezone (used by SMS parser for Bulgarian bank timestamps)\nTZ=Europe/Sofia\n\n# Ports (optional — defaults shown)\nBACKEND_PORT=3001\nFRONTEND_PORT=5175","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":".gitignore","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".gitignore","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"5 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":".env\nnode_modules/\ndist/\n*.log","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"schema.prisma","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"schema.prisma","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"54 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"generator client {\n provider = \"prisma-client-js\"\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"DATABASE_URL\")\n}\n\nmodel Payment {\n id Int @id @default(autoincrement())\n rawMessage String @map(\"raw_message\")\n date DateTime?\n type String?\n card String?\n recipient String?\n amount Float?\n currency String? @default(\"EUR\")\n balance Float?\n source Source @default(INGEST)\n status Status @default(UNPROCESSED)\n tags Tag[]\n notifiedAt DateTime? @map(\"notified_at\")\n notifyPhone String? @map(\"notify_phone\")\n debitBgn Float? @map(\"debit_bgn\")\n creditBgn Float? @map(\"credit_bgn\")\n transactionType String? @map(\"transaction_type\")\n payerAccount String? @map(\"payer_account\")\n createdAt DateTime @default(now()) @map(\"created_at\")\n updatedAt DateTime @updatedAt @map(\"updated_at\")\n\n @@map(\"payments\")\n}\n\nmodel Tag {\n id Int @id @default(autoincrement())\n name String @unique\n color String @default(\"#6b7280\")\n payments Payment[]\n\n @@map(\"tags\")\n}\n\nenum Status {\n UNPROCESSED\n SENT\n SKIPPED\n}\n\nenum Source {\n INGEST\n UPLOAD\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration.sql","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration.sql","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"55 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"-- CreateEnum\nCREATE TYPE \"Status\" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');\nCREATE TYPE \"Source\" AS ENUM ('INGEST', 'UPLOAD');\n\n-- CreateTable\nCREATE TABLE \"payments\" (\n \"id\" SERIAL PRIMARY KEY,\n \"raw_message\" TEXT NOT NULL,\n \"date\" TIMESTAMP(3),\n \"type\" TEXT,\n \"card\" TEXT,\n \"recipient\" TEXT,\n \"amount\" DOUBLE PRECISION,\n \"currency\" TEXT DEFAULT 'EUR',\n \"balance\" DOUBLE PRECISION,\n \"source\" \"Source\" NOT NULL DEFAULT 'INGEST',\n \"status\" \"Status\" NOT NULL DEFAULT 'UNPROCESSED',\n \"notified_at\" TIMESTAMP(3),\n \"notify_phone\" TEXT,\n \"debit_bgn\" DOUBLE PRECISION,\n \"credit_bgn\" DOUBLE PRECISION,\n \"transaction_type\" TEXT,\n \"payer_account\" TEXT,\n \"created_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP\n);\n\n-- CreateTable\nCREATE TABLE \"tags\" (\n \"id\" SERIAL PRIMARY KEY,\n \"name\" TEXT NOT NULL,\n \"color\" TEXT NOT NULL DEFAULT '#6b7280'\n);\n\n-- CreateUniqueIndex\nCREATE UNIQUE INDEX \"tags_name_key\" ON \"tags\"(\"name\");\n\n-- CreateTable (M2M join)\nCREATE TABLE \"_PaymentToTag\" (\n \"A\" INTEGER NOT NULL,\n \"B\" INTEGER NOT NULL,\n CONSTRAINT \"_PaymentToTag_AB_pkey\" PRIMARY KEY (\"A\", \"B\")\n);\n\nCREATE INDEX \"_PaymentToTag_B_index\" ON \"_PaymentToTag\"(\"B\");\n\n-- AddForeignKey\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_A_fkey\"\n FOREIGN KEY (\"A\") REFERENCES \"payments\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\nALTER TABLE \"_PaymentToTag\"\n ADD CONSTRAINT \"_PaymentToTag_B_fkey\"\n FOREIGN KEY (\"B\") REFERENCES \"tags\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"migration_lock.toml","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"migration_lock.toml","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"# Please do not edit this file manually\n# It should be added in your version-control system (e.g., Git)\nprovider = \"postgresql\"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"26 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-backend\",\n \"version\": \"1.0.0\",\n \"main\": \"src/index.js\",\n \"scripts\": {\n \"start\": \"node src/index.js\",\n \"dev\": \"nodemon src/index.js\",\n \"prisma:generate\": \"prisma generate\",\n \"prisma:migrate\": \"prisma migrate deploy\"\n },\n \"dependencies\": {\n \"@prisma/client\": \"^5.22.0\",\n \"cors\": \"^2.8.5\",\n \"csv-parse\": \"^5.5.6\",\n \"express\": \"^4.21.1\",\n \"express-rate-limit\": \"^7.4.0\",\n \"iconv-lite\": \"^0.6.3\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\"\n },\n \"devDependencies\": {\n \"nodemon\": \"^3.1.7\",\n \"prisma\": \"^5.22.0\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nRUN apk add --no-cache openssl\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY prisma ./prisma\nRUN npx prisma generate\n\nCOPY src ./src\n\nEXPOSE 3001\n\nCMD [\"sh\", \"-c\", \"npx prisma migrate deploy && node src/index.js\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"auth.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"auth.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"27 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const PUBLIC_PATHS = new Set([\n '/api/health',\n '/api/payments/ingest',\n]);\n\nfunction authentikMiddleware(req, res, next) {\n if (PUBLIC_PATHS.has(req.path)) return next();\n\n const username = req.headers['x-authentik-username'];\n if (!username) {\n return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });\n }\n\n req.user = {\n username,\n email: req.headers['x-authentik-email'] || null,\n groups: (req.headers['x-authentik-groups'] || '')\n .split(',')\n .map(g => g.trim())\n .filter(Boolean),\n };\n\n next();\n}\n\nmodule.exports = { authentikMiddleware };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"parser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"parser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"104 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)\n *\n * Supported formats:\n *\n * POS / INTERNET / ECOM / P2P payment:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM withdrawal:\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.\n *\n * ATM utility payment (amount may include fee as AMOUNT/FEE):\n * DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.\n */\n\nconst LOCAL_TZ = process.env.TZ || 'Europe/Sofia';\n\n/**\n * Convert a local-timezone date/time to a UTC Date object.\n * Uses Intl to resolve the actual UTC offset (DST-aware).\n */\nfunction localToUtc(year, month, day, hour, minute) {\n const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));\n\n const formatter = new Intl.DateTimeFormat('en-US', {\n timeZone: LOCAL_TZ,\n year: 'numeric', month: '2-digit', day: '2-digit',\n hour: '2-digit', minute: '2-digit', second: '2-digit',\n hour12: false,\n });\n\n const parts = {};\n formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });\n\n const localAtNaive = new Date(Date.UTC(\n parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),\n parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),\n ));\n\n const offsetMs = localAtNaive.getTime() - naive.getTime();\n return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);\n}\n\nfunction parsePaymentSms(message) {\n const result = {\n rawMessage: message,\n date: null,\n type: null,\n card: null,\n recipient: null,\n amount: null,\n balance: null,\n };\n\n // Date and time: \"Na DD/MM/YYYY v HH:MM\"\n const dateMatch = message.match(/Na (\\d{2})\\/(\\d{2})\\/(\\d{4}) v (\\d{2}):(\\d{2})/i);\n if (dateMatch) {\n const [, day, month, year, hour, minute] = dateMatch;\n result.date = localToUtc(\n parseInt(year), parseInt(month), parseInt(day),\n parseInt(hour), parseInt(minute),\n );\n }\n\n // Card mask: \"s karta 400915***4447\" or \"s karta 483890***7162\"\n const cardMatch = message.match(/s karta\\s+([\\d*]+)/i);\n if (cardMatch) {\n result.card = cardMatch[1];\n }\n\n // Transaction type: supports both prepositions\n // \"na POS\" / \"na ATM\" / \"na INTERNET\" etc. (payment)\n // \"ot ATM\" (withdrawal)\n const typeMatch = message.match(/(?:na|ot)\\s+(POS|ATM|INTERNET|ECOM|P2P)\\b/i);\n if (typeMatch) {\n result.type = typeMatch[1].toUpperCase();\n }\n\n // Recipient address: \"s adres: MERCHANT\" or \"s adres:MERCHANT\" (no space variant)\n const recipientMatch = message.match(/s adres:\\s*([^.]+)\\./i);\n if (recipientMatch) {\n result.recipient = recipientMatch[1].trim();\n }\n\n // Amount: handles both verbs and the AMOUNT/FEE suffix format\n // \"sa plateni 7.78 EUR\"\n // \"sa iztegleni 400.00 EUR\"\n // \"sa plateni 0.50 EUR/0.50 EUR\" → captures 0.50 (the charged amount, ignoring fee)\n const amountMatch = message.match(/sa (?:plateni|iztegleni)\\s+([\\d.,]+)\\s+[A-Z]{3}/i);\n if (amountMatch) {\n result.amount = parseFloat(amountMatch[1].replace(',', '.'));\n }\n\n // Balance: \"Nalichni: 2583.07 EUR.\"\n const balanceMatch = message.match(/Nalichni:\\s*([\\d.,]+)\\s+[A-Z]{3}/i);\n if (balanceMatch) {\n result.balance = parseFloat(balanceMatch[1].replace(',', '.'));\n }\n\n return result;\n}\n\nmodule.exports = { parsePaymentSms };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"csvParser.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"csvParser.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"175 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/**\n * DSK Bank CSV parser — Node.js port of dskuploader.py\n *\n * DSK Bank exports use Windows-1251 (cp1251) encoding.\n * Each row maps to a Payment record with source=UPLOAD, currency=BGN.\n */\n\nconst { parse } = require('csv-parse');\nconst iconv = require('iconv-lite');\n\nconst SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';\nconst CARD_REGEX = /^\\d{6}x{6}\\d{4}$/;\nconst POS_REGEX = /^\\s*ПЛАЩАНЕ\\s+НА\\s+ПОС\\s+\\d{2}\\.\\d{2}\\.\\d{4}\\s+\\d{2}:\\d{2}/;\n\nconst COL = {\n DATE: 'Дата',\n TYPE: 'Вид на трансакцията',\n REASON: 'Основание',\n DEBIT: 'Дебит BGN',\n CREDIT: 'Кредит BGN',\n PAYEE: 'Наредител/Получател',\n ACCT: 'Номер сметка на наредителя / получателя',\n};\n\nconst TAG_RULES = [\n ['reason', 'ЗАПЛАТА', 'Salary'],\n ['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],\n ['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],\n ['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],\n ['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],\n ['payee', 'VIVACOM', 'Subscriptions'],\n ['payee', 'Google', 'Subscriptions'],\n ['payee', 'SkyShowtime', 'Subscriptions'],\n ['payee', 'NETFLIX', 'Subscriptions'],\n ['payee', 'LUKOIL', 'Bills'],\n ['payee', 'CityGate', 'Bills'],\n ['payee', 'CBA', 'Groceries'],\n ['payee', 'FANTASTICO', 'Groceries'],\n ['payee', 'LIDL', 'Groceries'],\n];\n\nfunction parseNum(val) {\n if (val == null || val === '') return null;\n if (typeof val === 'number') return isNaN(val) ? null : val;\n const s = String(val).trim().replace(/\\xa0/g, '').replace(/ /g, '').replace(',', '.');\n const n = parseFloat(s);\n return isNaN(n) ? null : n;\n}\n\nfunction parseDate(val) {\n if (!val) return null;\n const s = String(val).trim();\n const m = s.match(/^(\\d{2})\\.(\\d{2})\\.(\\d{4})$/);\n if (m) {\n return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));\n }\n return null;\n}\n\nfunction processReasonAndCard(reason) {\n if (!reason || typeof reason !== 'string') return { reason: '', card: null };\n\n const parts = reason.trim().split(' ');\n let card = null;\n let cleanReason = reason.trim();\n\n if (parts[0] && CARD_REGEX.test(parts[0])) {\n card = parts[0];\n cleanReason = parts.slice(1).join(' ').trim();\n }\n\n if (POS_REGEX.test(cleanReason)) {\n const posParts = cleanReason.split('<br/>');\n try {\n const dateTime = posParts[0].split('ПОС ')[1];\n cleanReason = `POS PAYMENT ${dateTime}`;\n } catch (_) { /* keep original */ }\n }\n\n return { reason: cleanReason.replace(/\\s+/g, ' ').trim(), card };\n}\n\nfunction generateTags(fields) {\n const tags = new Set();\n for (const [field, keyword, tagName] of TAG_RULES) {\n if ((fields[field] || '').includes(keyword)) {\n tags.add(tagName);\n }\n }\n return Array.from(tags);\n}\n\nfunction processRow(row) {\n const transactionType = (row[COL.TYPE] || '').trim();\n if (transactionType === SKIP_TYPE) return null;\n\n const { reason, card } = processReasonAndCard(row[COL.REASON]);\n const payee = (row[COL.PAYEE] || '').trim();\n const payerAccount = (row[COL.ACCT] || '').trim();\n const debitBgn = parseNum(row[COL.DEBIT]);\n const creditBgn = parseNum(row[COL.CREDIT]);\n const date = parseDate(row[COL.DATE]);\n\n const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });\n\n const amount = debitBgn ?? creditBgn ?? null;\n\n const rawMessage = [\n row[COL.DATE] && `Date: ${row[COL.DATE]}`,\n transactionType && `Type: ${transactionType}`,\n payee && `Payee: ${payee}`,\n debitBgn != null && `Debit: ${debitBgn} BGN`,\n creditBgn != null && `Credit: ${creditBgn} BGN`,\n ].filter(Boolean).join(' | ');\n\n return {\n rawMessage,\n date,\n type: null,\n card,\n recipient: payee || null,\n amount,\n currency: 'BGN',\n balance: null,\n source: 'UPLOAD',\n debitBgn,\n creditBgn,\n transactionType: transactionType || null,\n payerAccount: payerAccount || null,\n autoTags,\n };\n}\n\n/**\n * Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).\n * Returns { rows, skipped, errors }.\n */\nasync function parseDskCsv(buffer) {\n // Try cp1251 first (DSK Bank export encoding), fall back to UTF-8\n let text = iconv.decode(buffer, 'cp1251');\n if (!text.includes(COL.DATE)) {\n text = buffer.toString('utf-8');\n }\n\n return new Promise((resolve, reject) => {\n const rows = [];\n const errors = [];\n let skipped = 0;\n\n const parser = parse(text, {\n columns: true,\n skip_empty_lines: true,\n trim: true,\n relax_column_count: true,\n });\n\n parser.on('readable', () => {\n let record;\n while ((record = parser.read()) !== null) {\n try {\n const row = processRow(record);\n if (row === null) { skipped++; } else { rows.push(row); }\n } catch (err) {\n errors.push(err.message);\n }\n }\n });\n\n parser.on('error', reject);\n parser.on('end', () => resolve({ rows, skipped, errors }));\n });\n}\n\nmodule.exports = { parseDskCsv };","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"39 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst cors = require('cors');\nconst morgan = require('morgan');\nconst rateLimit = require('express-rate-limit');\nconst { authentikMiddleware } = require('./auth');\nconst paymentsRouter = require('./routes/payments');\nconst uploadRouter = require('./routes/upload');\n\nconst app = express();\nconst PORT = process.env.PORT || 3001;\n\napp.use(cors());\napp.use(express.json({ limit: '16kb' }));\napp.use(morgan('combined'));\n\n// Rate-limit the public ingest endpoint before auth middleware\nconst ingestLimiter = rateLimit({\n windowMs: 60 * 1000,\n max: 200,\n standardHeaders: true,\n legacyHeaders: false,\n message: { error: 'Too many requests, slow down' },\n});\napp.use('/api/payments/ingest', ingestLimiter);\n\n// Authentik header auth (skips /api/health and /api/payments/ingest)\napp.use(authentikMiddleware);\n\napp.get('/api/health', (_req, res) => {\n res.json({ status: 'ok', timestamp: new Date().toISOString() });\n});\n\napp.use('/api/payments', paymentsRouter);\napp.use('/api/upload', uploadRouter);\n\napp.listen(PORT, '0.0.0.0', () => {\n console.log(`Finance Hub API running on port ${PORT}`);\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"payments.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"payments.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"399 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst { PrismaClient } = require('@prisma/client');\nconst { parsePaymentSms } = require('../parser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst NOTIFIER_URL = process.env.NOTIFIER_URL;\nconst NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';\nconst DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;\n\n// ── Helpers ───────────────────────────────────────────────────────────────────\n\nfunction parseId(raw) {\n const id = parseInt(raw, 10);\n return Number.isFinite(id) ? id : null;\n}\n\nfunction formatNotifyMessage(payment) {\n const currency = payment.currency || 'EUR';\n const parts = [];\n if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} ${currency}`);\n if (payment.recipient) parts.push(`At: ${payment.recipient}`);\n if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} ${currency}`);\n if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);\n return parts.join('\\n');\n}\n\nasync function sendNotification(payment) {\n if (!NOTIFIER_URL) {\n console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');\n return;\n }\n\n const phone = payment.notifyPhone || DEFAULT_PHONE;\n if (!phone) {\n console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');\n return;\n }\n\n const body = {\n phone,\n notification: NOTIFIER_CHANNEL,\n message: formatNotifyMessage(payment),\n };\n\n const res = await fetch(NOTIFIER_URL, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify(body),\n });\n\n if (!res.ok) {\n const text = await res.text().catch(() => '');\n throw new Error(`Notifier responded ${res.status}: ${text}`);\n }\n}\n\n// ── Ingest a payment (public — no auth) ──────────────────────────────────────\n//\n// Two modes:\n//\n// SMS mode (default):\n// { \"message\": \"<raw SMS text>\", \"notifyPhone\": \"...\" }\n//\n// Structured mode (Apple Wallet / manual):\n// { \"ingestMode\": \"apple_wallet\", \"amount\": 7.78, \"recipient\": \"Apple Store\",\n// \"type\": \"WALLET\", \"card\": \"••••4447\", \"date\": \"2026-02-22T10:30:00Z\" }\n//\nrouter.post('/ingest', async (req, res) => {\n try {\n const { message, notifyPhone, ingestMode } = req.body;\n\n let data;\n\n if (ingestMode === 'apple_wallet' || (!message && req.body.amount != null)) {\n // ── Structured / Apple Wallet mode ──────────────────────────────────────\n const { amount, recipient, type, card, date, balance } = req.body;\n if (amount == null || !recipient) {\n return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });\n }\n\n const rawMessage = [\n `Source: ${ingestMode || 'structured'}`,\n `Amount: ${amount}`,\n recipient && `Recipient: ${recipient}`,\n type && `Type: ${type}`,\n card && `Card: ${card}`,\n ].filter(Boolean).join(' | ');\n\n data = {\n rawMessage,\n date: date ? new Date(date) : new Date(),\n type: type || 'WALLET',\n card: card || null,\n recipient,\n amount: parseFloat(amount),\n currency: 'EUR',\n balance: balance != null ? parseFloat(balance) : null,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n\n } else {\n // ── SMS mode ─────────────────────────────────────────────────────────────\n if (!message) {\n return res.status(400).json({ error: 'message is required' });\n }\n if (typeof message !== 'string' || message.length > 2000) {\n return res.status(400).json({ error: 'message must be a string under 2000 characters' });\n }\n\n const parsed = parsePaymentSms(message);\n data = {\n rawMessage: parsed.rawMessage,\n date: parsed.date,\n type: parsed.type,\n card: parsed.card,\n recipient: parsed.recipient,\n amount: parsed.amount,\n currency: 'EUR',\n balance: parsed.balance,\n source: 'INGEST',\n notifyPhone: notifyPhone || null,\n };\n }\n\n const payment = await prisma.payment.create({\n data,\n include: { tags: true },\n });\n\n res.status(201).json(payment);\n } catch (err) {\n console.error('Ingest error:', err);\n res.status(500).json({ error: 'Failed to ingest payment' });\n }\n});\n\n// ── List payments with filtering ──────────────────────────────────────────────\nrouter.get('/', async (req, res) => {\n try {\n const {\n status,\n type,\n tag,\n source,\n recipient,\n dateFrom,\n dateTo,\n search,\n sortBy = 'createdAt',\n sortDir = 'desc',\n page = 1,\n } = req.query;\n\n const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);\n\n const where = {};\n\n if (status) where.status = status;\n if (type) where.type = type;\n if (source) where.source = source;\n if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };\n if (tag) where.tags = { some: { name: tag } };\n if (search) {\n where.OR = [\n { rawMessage: { contains: search, mode: 'insensitive' } },\n { recipient: { contains: search, mode: 'insensitive' } },\n ];\n }\n if (dateFrom || dateTo) {\n where.date = {};\n if (dateFrom) where.date.gte = new Date(dateFrom);\n if (dateTo) where.date.lte = new Date(dateTo);\n }\n\n const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'source', 'createdAt', 'status'];\n const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';\n const orderDir = sortDir === 'asc' ? 'asc' : 'desc';\n\n const skip = (parseInt(page, 10) - 1) * limit;\n\n const [payments, total] = await Promise.all([\n prisma.payment.findMany({\n where,\n include: { tags: true },\n orderBy: { [orderField]: orderDir },\n skip,\n take: limit,\n }),\n prisma.payment.count({ where }),\n ]);\n\n res.json({ payments, total, page: parseInt(page, 10), limit });\n } catch (err) {\n console.error('List error:', err);\n res.status(500).json({ error: 'Failed to list payments' });\n }\n});\n\n// ── Get filter options ────────────────────────────────────────────────────────\nrouter.get('/meta/filters', async (_req, res) => {\n try {\n const [types, recipients, tags, sources] = await Promise.all([\n prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),\n prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),\n prisma.tag.findMany({ orderBy: { name: 'asc' } }),\n prisma.payment.findMany({ distinct: ['source'], select: { source: true } }),\n ]);\n\n res.json({\n types: types.map(t => t.type),\n recipients: recipients.map(r => r.recipient),\n tags,\n sources: sources.map(s => s.source),\n });\n } catch (err) {\n res.status(500).json({ error: 'Failed to get filters' });\n }\n});\n\n// ── Get all tags ──────────────────────────────────────────────────────────────\nrouter.get('/meta/tags', async (_req, res) => {\n try {\n const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });\n res.json(tags);\n } catch (err) {\n res.status(500).json({ error: 'Failed to list tags' });\n }\n});\n\n// ── Get single payment ────────────────────────────────────────────────────────\nrouter.get('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({\n where: { id },\n include: { tags: true },\n });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n res.json(payment);\n } catch (err) {\n console.error('Get error:', err);\n res.status(500).json({ error: 'Failed to get payment' });\n }\n});\n\n// ── Update payment metadata (status) ─────────────────────────────────────────\nrouter.patch('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { status } = req.body;\n const data = {};\n\n if (status) {\n const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];\n if (!validStatuses.includes(status)) {\n return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });\n }\n data.status = status;\n }\n\n if (Object.keys(data).length === 0) {\n return res.status(400).json({ error: 'No valid fields to update' });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data,\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Update error:', err);\n res.status(500).json({ error: 'Failed to update payment' });\n }\n});\n\n// ── Delete payment ───────────────────────────────────────────────────────────\nrouter.delete('/:id', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n await prisma.payment.delete({ where: { id } });\n res.json({ success: true });\n } catch (err) {\n if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });\n console.error('Delete error:', err);\n res.status(500).json({ error: 'Failed to delete payment' });\n }\n});\n\n// ── Send notification (mark as SENT + call notifier service) ─────────────────\nrouter.post('/:id/send', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n await sendNotification(payment);\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SENT', notifiedAt: new Date() },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Send error:', err);\n res.status(500).json({ error: 'Failed to send notification' });\n }\n});\n\n// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────\nrouter.post('/:id/skip', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const payment = await prisma.payment.findUnique({ where: { id } });\n if (!payment) return res.status(404).json({ error: 'Not found' });\n if (payment.status !== 'UNPROCESSED') {\n return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });\n }\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { status: 'SKIPPED' },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Skip error:', err);\n res.status(500).json({ error: 'Failed to skip payment' });\n }\n});\n\n// ── Add tag to payment ────────────────────────────────────────────────────────\nrouter.post('/:id/tags', async (req, res) => {\n const id = parseId(req.params.id);\n if (id === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const { name, color } = req.body;\n if (!name) return res.status(400).json({ error: 'tag name is required' });\n\n const tag = await prisma.tag.upsert({\n where: { name },\n update: {},\n create: { name, color: color || '#6b7280' },\n });\n\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { connect: { id: tag.id } } },\n include: { tags: true },\n });\n\n res.json(updated);\n } catch (err) {\n console.error('Tag error:', err);\n res.status(500).json({ error: 'Failed to add tag' });\n }\n});\n\n// ── Remove tag from payment ───────────────────────────────────────────────────\nrouter.delete('/:id/tags/:tagId', async (req, res) => {\n const id = parseId(req.params.id);\n const tagId = parseId(req.params.tagId);\n if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });\n\n try {\n const updated = await prisma.payment.update({\n where: { id },\n data: { tags: { disconnect: { id: tagId } } },\n include: { tags: true },\n });\n res.json(updated);\n } catch (err) {\n console.error('Remove tag error:', err);\n res.status(500).json({ error: 'Failed to remove tag' });\n }\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"upload.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"upload.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"89 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"const express = require('express');\nconst multer = require('multer');\nconst { PrismaClient } = require('@prisma/client');\nconst { parseDskCsv } = require('../csvParser');\n\nconst router = express.Router();\nconst prisma = new PrismaClient();\n\nconst upload = multer({\n storage: multer.memoryStorage(),\n limits: { fileSize: 10 * 1024 * 1024, files: 10 },\n fileFilter: (_req, file, cb) => {\n if (file.mimetype === 'text/csv' || file.originalname.toLowerCase().endsWith('.csv')) {\n cb(null, true);\n } else {\n cb(new Error('Only CSV files are accepted'));\n }\n },\n});\n\n// POST /api/upload/csv\n// Accepts 1-10 CSV files, parses them, stores to DB with source=UPLOAD.\n// Returns { imported, skipped, errors, payments[] }\nrouter.post('/csv', upload.array('files', 10), async (req, res) => {\n if (!req.files || req.files.length === 0) {\n return res.status(400).json({ error: 'No files uploaded' });\n }\n\n const allRows = [];\n const allErrors = [];\n let totalSkipped = 0;\n\n for (const file of req.files) {\n try {\n const { rows, skipped, errors } = await parseDskCsv(file.buffer);\n allRows.push(...rows);\n totalSkipped += skipped;\n allErrors.push(...errors.map(e => `${file.originalname}: ${e}`));\n } catch (err) {\n allErrors.push(`${file.originalname}: ${err.message}`);\n }\n }\n\n if (allRows.length === 0) {\n return res.status(422).json({\n error: 'No importable rows found',\n skipped: totalSkipped,\n errors: allErrors,\n });\n }\n\n const created = [];\n\n for (const row of allRows) {\n const { autoTags, ...paymentData } = row;\n try {\n const tagConnects = [];\n for (const tagName of autoTags) {\n const tag = await prisma.tag.upsert({\n where: { name: tagName },\n update: {},\n create: { name: tagName, color: '#6b7280' },\n });\n tagConnects.push({ id: tag.id });\n }\n\n const payment = await prisma.payment.create({\n data: {\n ...paymentData,\n ...(tagConnects.length ? { tags: { connect: tagConnects } } : {}),\n },\n include: { tags: true },\n });\n created.push(payment);\n } catch (err) {\n allErrors.push(`Row insert failed: ${err.message}`);\n }\n }\n\n res.status(201).json({\n imported: created.length,\n skipped: totalSkipped,\n errors: allErrors,\n payments: created,\n });\n});\n\nmodule.exports = router;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all frontend config files:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"package.json","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"package.json","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"24 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"{\n \"name\": \"finance-hub-frontend\",\n \"version\": \"1.0.0\",\n \"type\": \"module\",\n \"scripts\": {\n \"dev\": \"vite\",\n \"build\": \"vite build\",\n \"preview\": \"vite preview\"\n },\n \"dependencies\": {\n \"lucide-react\": \"^0.460.0\",\n \"react\": \"^18.3.1\",\n \"react-dom\": \"^18.3.1\"\n },\n \"devDependencies\": {\n \"@types/react\": \"^18.3.12\",\n \"@vitejs/plugin-react\": \"^4.3.4\",\n \"autoprefixer\": \"^10.4.20\",\n \"postcss\": \"^8.4.49\",\n \"tailwindcss\": \"^3.4.15\",\n \"vite\": \"^6.0.1\"\n }\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"Dockerfile","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Dockerfile","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"13 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"FROM node:20-alpine\n\nWORKDIR /app\n\nCOPY package.json package-lock.json* ./\nRUN npm install\n\nCOPY . .\n\nEXPOSE 5173\n\nCMD [\"npm\", \"run\", \"dev\"]","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"vite.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"vite.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"18 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import { defineConfig } from 'vite';\nimport react from '@vitejs/plugin-react';\n\nexport default defineConfig({\n plugins: [react()],\n server: {\n host: '0.0.0.0',\n port: 5173,\n allowedHosts: ['finance-hub.lakylak.xyz'],\n proxy: {\n '/api': {\n target: 'http://backend:3001',\n changeOrigin: true,\n },\n },\n },\n});","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"tailwind.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"tailwind.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"12 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/** @type {import('tailwindcss').Config} */\nexport default {\n content: [\n \"./index.html\",\n \"./src/**/*.{js,ts,jsx,tsx}\",\n ],\n theme: {\n extend: {},\n },\n plugins: [],\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"postcss.config.js","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"postcss.config.js","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"7 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"export default {\n plugins: {\n tailwindcss: {},\n autoprefixer: {},\n },\n};","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.html","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.html","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"14 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"<!DOCTYPE html>\n<html lang=\"en\">\n <head>\n <meta charset=\"UTF-8\" />\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\" />\n <title>Finance Hub</title>\n <link rel=\"icon\" type=\"image/svg+xml\" href=\"data:image/svg+xml,<svg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 100 100'><text y='.9em' font-size='90'>💰</text></svg>\" />\n </head>\n <body class=\"bg-gray-50 min-h-screen\">\n <div id=\"root\"></div>\n <script type=\"module\" src=\"/src/main.jsx\"></script>\n </body>\n</html>","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"index.css","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"index.css","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"4 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"@tailwind base;\n@tailwind components;\n@tailwind utilities;","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Build and verify with docker compose","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now writing all React components:","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"main.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"main.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"11 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport ReactDOM from 'react-dom/client';\nimport App from './App';\nimport './index.css';\n\nReactDOM.createRoot(document.getElementById('root')).render(\n <React.StrictMode>\n <App />\n </React.StrictMode>\n);","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"App.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"App.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"257 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect, useCallback } from 'react';\nimport { LayoutDashboard, Upload, RefreshCw, LogOut } from 'lucide-react';\nimport FilterBar from './components/FilterBar';\nimport PaymentTable from './components/PaymentTable';\nimport UploadPanel from './components/UploadPanel';\n\nconst API_BASE = '/api/payments';\n\nexport default function App() {\n const [activeTab, setActiveTab] = useState('payments');\n const [payments, setPayments] = useState([]);\n const [total, setTotal] = useState(0);\n const [page, setPage] = useState(1);\n const [filters, setFilters] = useState({});\n const [sortBy, setSortBy] = useState('createdAt');\n const [sortDir, setSortDir] = useState('desc');\n const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [], sources: [] });\n const [loading, setLoading] = useState(false);\n\n const fetchPayments = useCallback(async () => {\n setLoading(true);\n try {\n const params = new URLSearchParams();\n params.set('page', page);\n params.set('limit', 50);\n params.set('sortBy', sortBy);\n params.set('sortDir', sortDir);\n Object.entries(filters).forEach(([key, val]) => {\n if (val) params.set(key, val);\n });\n const res = await fetch(`${API_BASE}?${params}`);\n const data = await res.json();\n setPayments(data.payments || []);\n setTotal(data.total || 0);\n } catch (err) {\n console.error('Failed to fetch payments:', err);\n } finally {\n setLoading(false);\n }\n }, [page, filters, sortBy, sortDir]);\n\n const fetchFilterOptions = useCallback(async () => {\n try {\n const res = await fetch(`${API_BASE}/meta/filters`);\n const data = await res.json();\n setFilterOptions(data);\n } catch (err) {\n console.error('Failed to fetch filter options:', err);\n }\n }, []);\n\n useEffect(() => {\n fetchPayments();\n }, [fetchPayments]);\n\n useEffect(() => {\n fetchFilterOptions();\n }, [fetchFilterOptions]);\n\n // Refresh payments list after a successful CSV upload\n const handleUploadSuccess = () => {\n fetchPayments();\n fetchFilterOptions();\n setActiveTab('payments');\n };\n\n const handleAction = async (id, action) => {\n try {\n await fetch(`${API_BASE}/${id}/${action}`, { method: 'POST' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error(`Failed to ${action} payment:`, err);\n }\n };\n\n const handleAddTag = async (id, tagName, tagColor) => {\n try {\n await fetch(`${API_BASE}/${id}/tags`, {\n method: 'POST',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ name: tagName, color: tagColor }),\n });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to add tag:', err);\n }\n };\n\n const handleRemoveTag = async (paymentId, tagId) => {\n try {\n await fetch(`${API_BASE}/${paymentId}/tags/${tagId}`, { method: 'DELETE' });\n fetchPayments();\n } catch (err) {\n console.error('Failed to remove tag:', err);\n }\n };\n\n const handleDelete = async (id) => {\n try {\n await fetch(`${API_BASE}/${id}`, { method: 'DELETE' });\n fetchPayments();\n fetchFilterOptions();\n } catch (err) {\n console.error('Failed to delete payment:', err);\n }\n };\n\n const handleUpdateStatus = async (id, status) => {\n try {\n await fetch(`${API_BASE}/${id}`, {\n method: 'PATCH',\n headers: { 'Content-Type': 'application/json' },\n body: JSON.stringify({ status }),\n });\n fetchPayments();\n } catch (err) {\n console.error('Failed to update status:', err);\n }\n };\n\n const handleFilterChange = (newFilters) => {\n setFilters(newFilters);\n setPage(1);\n };\n\n const handleSort = (field) => {\n if (sortBy === field) {\n setSortDir(d => d === 'asc' ? 'desc' : 'asc');\n } else {\n setSortBy(field);\n setSortDir('desc');\n }\n setPage(1);\n };\n\n const totalPages = Math.ceil(total / 50);\n\n return (\n <div className=\"min-h-screen bg-gray-50\">\n <header className=\"bg-white border-b border-gray-200 shadow-sm\">\n <div className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-4\">\n <div className=\"flex items-center justify-between\">\n <div className=\"flex items-center gap-3\">\n <div className=\"bg-indigo-600 p-2 rounded-lg\">\n <LayoutDashboard className=\"w-6 h-6 text-white\" />\n </div>\n <div>\n <h1 className=\"text-xl font-bold text-gray-900\">Finance Hub</h1>\n <p className=\"text-sm text-gray-500\">{total} transaction{total !== 1 ? 's' : ''} total</p>\n </div>\n </div>\n\n <div className=\"flex items-center gap-2\">\n {/* Tab switcher */}\n <div className=\"flex items-center rounded-lg border border-gray-200 bg-gray-50 p-1 gap-1\">\n <button\n onClick={() => setActiveTab('payments')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'payments'\n ? 'bg-white text-indigo-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <LayoutDashboard className=\"w-4 h-4\" />\n Payments\n </button>\n <button\n onClick={() => setActiveTab('upload')}\n className={`flex items-center gap-1.5 px-3 py-1.5 text-sm font-medium rounded-md transition-colors ${\n activeTab === 'upload'\n ? 'bg-white text-emerald-700 shadow-sm'\n : 'text-gray-600 hover:text-gray-900'\n }`}\n >\n <Upload className=\"w-4 h-4\" />\n Upload CSV\n </button>\n </div>\n\n {activeTab === 'payments' && (\n <button\n onClick={() => { fetchPayments(); fetchFilterOptions(); }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <RefreshCw className={`w-4 h-4 ${loading ? 'animate-spin' : ''}`} />\n Refresh\n </button>\n )}\n\n <button\n onClick={() => { window.location.href = '/outpost.goauthentik.io/sign_out'; }}\n className=\"flex items-center gap-2 px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n title=\"Sign out\"\n >\n <LogOut className=\"w-4 h-4\" />\n </button>\n </div>\n </div>\n </div>\n </header>\n\n <main className=\"max-w-7xl mx-auto px-4 sm:px-6 lg:px-8 py-6\">\n {activeTab === 'payments' ? (\n <>\n <FilterBar\n filters={filters}\n filterOptions={filterOptions}\n onFilterChange={handleFilterChange}\n />\n\n <PaymentTable\n payments={payments}\n loading={loading}\n sortBy={sortBy}\n sortDir={sortDir}\n onSort={handleSort}\n onSend={(id) => handleAction(id, 'send')}\n onSkip={(id) => handleAction(id, 'skip')}\n onAddTag={handleAddTag}\n onRemoveTag={handleRemoveTag}\n onDelete={handleDelete}\n onUpdateStatus={handleUpdateStatus}\n existingTags={filterOptions.tags}\n />\n\n {totalPages > 1 && (\n <div className=\"flex items-center justify-center gap-2 mt-6\">\n <button\n onClick={() => setPage(p => Math.max(1, p - 1))}\n disabled={page === 1}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Previous\n </button>\n <span className=\"text-sm text-gray-600\">\n Page {page} of {totalPages}\n </span>\n <button\n onClick={() => setPage(p => Math.min(totalPages, p + 1))}\n disabled={page === totalPages}\n className=\"px-3 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 disabled:opacity-50 disabled:cursor-not-allowed\"\n >\n Next\n </button>\n </div>\n )}\n </>\n ) : (\n <UploadPanel onUploadSuccess={handleUploadSuccess} />\n )}\n </main>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"FilterBar.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"FilterBar.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"167 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useEffect } from 'react';\nimport { Search, Filter, X, Calendar, ChevronDown, ChevronUp } from 'lucide-react';\n\nconst STATUS_OPTIONS = [\n { value: '', label: 'All Statuses' },\n { value: 'UNPROCESSED', label: 'Unprocessed' },\n { value: 'SENT', label: 'Sent' },\n { value: 'SKIPPED', label: 'Skipped' },\n];\n\nconst SOURCE_OPTIONS = [\n { value: '', label: 'All Sources' },\n { value: 'INGEST', label: 'SMS Ingest' },\n { value: 'UPLOAD', label: 'CSV Upload' },\n];\n\nexport default function FilterBar({ filters, filterOptions, onFilterChange }) {\n const [search, setSearch] = useState(filters.search || '');\n const [isOpen, setIsOpen] = useState(() => window.innerWidth >= 768);\n\n useEffect(() => {\n const mq = window.matchMedia('(min-width: 768px)');\n const handler = (e) => setIsOpen(e.matches);\n mq.addEventListener('change', handler);\n return () => mq.removeEventListener('change', handler);\n }, []);\n\n const handleSearchSubmit = (e) => {\n e.preventDefault();\n onFilterChange({ ...filters, search: search || undefined });\n };\n\n const handleSelectChange = (key, value) => {\n const newFilters = { ...filters };\n if (value) {\n newFilters[key] = value;\n } else {\n delete newFilters[key];\n }\n onFilterChange(newFilters);\n };\n\n const clearFilters = () => {\n setSearch('');\n onFilterChange({});\n };\n\n const activeFilterCount = Object.keys(filters).length;\n const hasActiveFilters = activeFilterCount > 0;\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm p-4 mb-6\">\n <button\n onClick={() => setIsOpen(!isOpen)}\n className=\"w-full flex items-center gap-2\"\n >\n <Filter className=\"w-4 h-4 text-gray-500\" />\n <span className=\"text-sm font-medium text-gray-700\">Filters</span>\n {hasActiveFilters && (\n <span className=\"inline-flex items-center justify-center w-5 h-5 text-xs font-bold text-white bg-indigo-600 rounded-full\">\n {activeFilterCount}\n </span>\n )}\n {hasActiveFilters && (\n <span\n onClick={(e) => { e.stopPropagation(); clearFilters(); }}\n className=\"ml-1 flex items-center gap-1 text-xs text-red-600 hover:text-red-700\"\n >\n <X className=\"w-3 h-3\" />\n Clear\n </span>\n )}\n <span className=\"ml-auto\">\n {isOpen\n ? <ChevronUp className=\"w-4 h-4 text-gray-400\" />\n : <ChevronDown className=\"w-4 h-4 text-gray-400\" />\n }\n </span>\n </button>\n\n {isOpen && (\n <div className=\"space-y-3 mt-3 pt-3 border-t border-gray-100\">\n <div className=\"grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-5 gap-3\">\n <form onSubmit={handleSearchSubmit} className=\"relative\">\n <Search className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"text\"\n placeholder=\"Search...\"\n value={search}\n onChange={(e) => setSearch(e.target.value)}\n onBlur={() => onFilterChange({ ...filters, search: search || undefined })}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </form>\n\n <select\n value={filters.source || ''}\n onChange={(e) => handleSelectChange('source', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {SOURCE_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.status || ''}\n onChange={(e) => handleSelectChange('status', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n {STATUS_OPTIONS.map(opt => (\n <option key={opt.value} value={opt.value}>{opt.label}</option>\n ))}\n </select>\n\n <select\n value={filters.type || ''}\n onChange={(e) => handleSelectChange('type', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Types</option>\n {(filterOptions.types || []).map(t => (\n <option key={t} value={t}>{t}</option>\n ))}\n </select>\n\n <select\n value={filters.tag || ''}\n onChange={(e) => handleSelectChange('tag', e.target.value)}\n className=\"w-full py-2 px-3 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none bg-white\"\n >\n <option value=\"\">All Tags</option>\n {(filterOptions.tags || []).map(t => (\n <option key={t.id} value={t.name}>{t.name}</option>\n ))}\n </select>\n </div>\n\n <div className=\"grid grid-cols-1 sm:grid-cols-2 gap-3\">\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"From date\"\n value={filters.dateFrom || ''}\n onChange={(e) => handleSelectChange('dateFrom', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n\n <div className=\"relative\">\n <Calendar className=\"absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-gray-400\" />\n <input\n type=\"date\"\n placeholder=\"To date\"\n value={filters.dateTo || ''}\n onChange={(e) => handleSelectChange('dateTo', e.target.value)}\n className=\"w-full pl-9 pr-3 py-2 text-sm border border-gray-300 rounded-lg focus:ring-2 focus:ring-indigo-500 focus:border-indigo-500 outline-none\"\n />\n </div>\n </div>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentTable.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentTable.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"339 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n ArrowUpDown, ArrowUp, ArrowDown,\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n Inbox, Plus, X, ChevronDown, ChevronUp, Trash2,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nconst COLUMNS = [\n { key: 'date', label: 'Date & Time', sortable: true },\n { key: 'source', label: 'Source', sortable: true },\n { key: 'type', label: 'Type', sortable: true },\n { key: 'recipient', label: 'Recipient', sortable: true },\n { key: 'amount', label: 'Amount', sortable: true },\n { key: 'balance', label: 'Balance', sortable: true },\n { key: 'status', label: 'Status', sortable: true },\n { key: 'tags', label: 'Tags', sortable: false },\n { key: 'actions', label: 'Actions', sortable: false },\n];\n\nfunction SortIcon({ column, sortBy, sortDir }) {\n if (sortBy !== column) return <ArrowUpDown className=\"w-3 h-3 text-gray-400\" />;\n return sortDir === 'asc'\n ? <ArrowUp className=\"w-3 h-3 text-indigo-600\" />\n : <ArrowDown className=\"w-3 h-3 text-indigo-600\" />;\n}\n\nfunction SourceBadge({ source }) {\n if (source === 'UPLOAD') {\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">\n CSV\n </span>\n );\n }\n return (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">\n SMS\n </span>\n );\n}\n\nfunction TagCell({ payment, onAddTag, onRemoveTag, existingTags }) {\n const [open, setOpen] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const handleAdd = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setOpen(false);\n }\n };\n\n return (\n <div className=\"flex flex-wrap items-center gap-1\">\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-2.5 h-2.5\" />\n </button>\n </span>\n ))}\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className=\"inline-flex items-center gap-0.5 px-1.5 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400\"\n >\n <Plus className=\"w-2.5 h-2.5\" />\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg p-2 w-56\">\n <form onSubmit={handleAdd} className=\"flex items-center gap-1 mb-2\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"New tag\"\n autoFocus\n className=\"flex-1 px-2 py-1 text-xs border border-gray-300 rounded focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700 whitespace-nowrap\">Add</button>\n </form>\n <div className=\"flex gap-1 mb-2\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n {availableTags.length > 0 && (\n <div className=\"border-t border-gray-100 pt-1 flex flex-wrap gap-1\">\n {availableTags.map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setOpen(false); }}\n className=\"px-1.5 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n )}\n </div>\n </div>\n );\n}\n\nfunction ExpandedRow({ payment }) {\n return (\n <tr className=\"bg-gray-50\">\n <td colSpan={COLUMNS.length} className=\"px-4 py-3\">\n <div className=\"text-xs text-gray-500 uppercase tracking-wide mb-1\">Original Message / Raw Data</div>\n <p className=\"text-sm text-gray-700 whitespace-pre-wrap break-words\">{payment.rawMessage}</p>\n {payment.debitBgn != null && (\n <p className=\"text-xs text-gray-500 mt-1\">Debit: {payment.debitBgn.toFixed(2)} BGN</p>\n )}\n {payment.creditBgn != null && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Credit: {payment.creditBgn.toFixed(2)} BGN</p>\n )}\n {payment.transactionType && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Transaction type: {payment.transactionType}</p>\n )}\n {payment.payerAccount && (\n <p className=\"text-xs text-gray-500 mt-0.5\">Account: {payment.payerAccount}</p>\n )}\n {payment.notifiedAt && (\n <p className=\"text-xs text-green-600 mt-2\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n )}\n </td>\n </tr>\n );\n}\n\nfunction StatusCell({ payment, onUpdateStatus }) {\n const [open, setOpen] = useState(false);\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n return (\n <div className=\"relative\">\n <button\n onClick={() => setOpen(!open)}\n className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full cursor-pointer ${statusCfg.color}`}\n >\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </button>\n {open && (\n <div className=\"absolute z-20 top-full left-0 mt-1 bg-white border border-gray-200 rounded-lg shadow-lg py-1 w-36\">\n {Object.entries(STATUS_CONFIG).map(([key, cfg]) => {\n const Icon = cfg.icon;\n return (\n <button\n key={key}\n onClick={() => { onUpdateStatus(payment.id, key); setOpen(false); }}\n className={`w-full flex items-center gap-2 px-3 py-1.5 text-xs hover:bg-gray-50 ${payment.status === key ? 'font-bold' : ''}`}\n >\n <Icon className=\"w-3 h-3\" />\n {cfg.label}\n </button>\n );\n })}\n </div>\n )}\n </div>\n );\n}\n\nexport default function PaymentTable({\n payments, loading, sortBy, sortDir, onSort,\n onSend, onSkip, onAddTag, onRemoveTag, onDelete, onUpdateStatus, existingTags,\n}) {\n const [expandedId, setExpandedId] = useState(null);\n\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n const formatDate = (d) => {\n if (!d) return '—';\n return new Date(d).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n });\n };\n\n const formatAmount = (v, currency) =>\n v != null ? `${v.toFixed(2)} ${currency || 'EUR'}` : '—';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm overflow-hidden\">\n <div className=\"overflow-x-auto\">\n <table className=\"w-full text-sm\">\n <thead>\n <tr className=\"bg-gray-50 border-b border-gray-200\">\n {COLUMNS.map(col => (\n <th\n key={col.key}\n className={`px-4 py-3 text-left text-xs font-semibold text-gray-600 uppercase tracking-wider ${col.sortable ? 'cursor-pointer select-none hover:bg-gray-100' : ''}`}\n onClick={() => col.sortable && onSort(col.key)}\n >\n <span className=\"inline-flex items-center gap-1\">\n {col.label}\n {col.sortable && <SortIcon column={col.key} sortBy={sortBy} sortDir={sortDir} />}\n </span>\n </th>\n ))}\n </tr>\n </thead>\n <tbody className=\"divide-y divide-gray-100\">\n {payments.map(p => {\n const isExpanded = expandedId === p.id;\n return (\n <React.Fragment key={p.id}>\n <tr className=\"hover:bg-gray-50 transition-colors\">\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-700\">{formatDate(p.date)}</td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <SourceBadge source={p.source} />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n {p.type ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-blue-50 text-blue-700\">{p.type}</span>\n ) : (p.transactionType ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-gray-100 text-gray-600 max-w-24 truncate block\" title={p.transactionType}>{p.transactionType}</span>\n ) : '—')}\n </td>\n <td className=\"px-4 py-3 text-gray-700 max-w-xs truncate\" title={p.recipient || ''}>\n <div className=\"flex items-center gap-1\">\n <span className=\"truncate\">{p.recipient || '—'}</span>\n <button\n onClick={() => setExpandedId(isExpanded ? null : p.id)}\n className=\"flex-shrink-0 text-gray-400 hover:text-gray-600\"\n title=\"Show raw data\"\n >\n {isExpanded ? <ChevronUp className=\"w-3.5 h-3.5\" /> : <ChevronDown className=\"w-3.5 h-3.5\" />}\n </button>\n </div>\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap font-medium text-gray-900\">\n {formatAmount(p.amount, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap text-gray-600\">\n {formatAmount(p.balance, p.currency)}\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <StatusCell payment={p} onUpdateStatus={onUpdateStatus} />\n </td>\n <td className=\"px-4 py-3\">\n <TagCell\n payment={p}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n </td>\n <td className=\"px-4 py-3 whitespace-nowrap\">\n <div className=\"flex items-center gap-1.5\">\n {p.status === 'UNPROCESSED' && (\n <>\n <button\n onClick={() => onSend(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-white bg-indigo-600 rounded-md hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-3 h-3\" />\n Send\n </button>\n <button\n onClick={() => onSkip(p.id)}\n className=\"inline-flex items-center gap-1 px-2.5 py-1 text-xs font-medium text-gray-600 bg-white border border-gray-300 rounded-md hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-3 h-3\" />\n Skip\n </button>\n </>\n )}\n <button\n onClick={() => { if (window.confirm('Delete this transaction?')) onDelete(p.id); }}\n className=\"inline-flex items-center gap-1 px-2 py-1 text-xs font-medium text-red-600 bg-white border border-red-200 rounded-md hover:bg-red-50 transition-colors\"\n title=\"Delete transaction\"\n >\n <Trash2 className=\"w-3 h-3\" />\n </button>\n </div>\n </td>\n </tr>\n {isExpanded && <ExpandedRow payment={p} />}\n </React.Fragment>\n );\n })}\n </tbody>\n </table>\n </div>\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"UploadPanel.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"UploadPanel.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"192 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState, useRef } from 'react';\nimport { Upload, FileText, CheckCircle, AlertCircle, X, ArrowLeft } from 'lucide-react';\n\nexport default function UploadPanel({ onUploadSuccess }) {\n const [files, setFiles] = useState([]);\n const [loading, setLoading] = useState(false);\n const [result, setResult] = useState(null);\n const [error, setError] = useState(null);\n const [dragging, setDragging] = useState(false);\n const fileInputRef = useRef();\n\n const addFiles = (incoming) => {\n const csvFiles = Array.from(incoming).filter(f =>\n f.name.toLowerCase().endsWith('.csv')\n );\n setFiles(prev => {\n const existingNames = new Set(prev.map(f => f.name));\n return [...prev, ...csvFiles.filter(f => !existingNames.has(f.name))];\n });\n };\n\n const handleDrop = (e) => {\n e.preventDefault();\n setDragging(false);\n addFiles(e.dataTransfer.files);\n };\n\n const handleFileSelect = (e) => {\n addFiles(e.target.files);\n e.target.value = '';\n };\n\n const removeFile = (idx) => setFiles(prev => prev.filter((_, i) => i !== idx));\n\n const handleUpload = async () => {\n if (!files.length) return;\n setLoading(true);\n setError(null);\n setResult(null);\n\n const formData = new FormData();\n files.forEach(f => formData.append('files', f));\n\n try {\n const res = await fetch('/api/upload/csv', { method: 'POST', body: formData });\n const data = await res.json();\n if (!res.ok) throw new Error(data.error || 'Upload failed');\n setResult(data);\n setFiles([]);\n } catch (err) {\n setError(err.message);\n } finally {\n setLoading(false);\n }\n };\n\n return (\n <div className=\"max-w-2xl mx-auto\">\n <div className=\"mb-6\">\n <h2 className=\"text-lg font-semibold text-gray-900\">Upload DSK Bank CSV</h2>\n <p className=\"text-sm text-gray-500 mt-1\">\n Import transactions from DSK Bank CSV exports. Multiple files are merged automatically.\n Internal transfers are skipped. Tags are auto-assigned based on payee and description.\n </p>\n </div>\n\n {/* Drop zone */}\n <div\n onDrop={handleDrop}\n onDragOver={(e) => { e.preventDefault(); setDragging(true); }}\n onDragLeave={() => setDragging(false)}\n onClick={() => fileInputRef.current.click()}\n className={`border-2 border-dashed rounded-xl p-12 text-center cursor-pointer transition-colors ${\n dragging\n ? 'border-emerald-400 bg-emerald-50'\n : 'border-gray-300 hover:border-emerald-400 hover:bg-emerald-50'\n }`}\n >\n <Upload className={`w-10 h-10 mx-auto mb-3 ${dragging ? 'text-emerald-500' : 'text-gray-400'}`} />\n <p className=\"text-sm font-medium text-gray-700\">Drop DSK Bank CSV files here</p>\n <p className=\"text-xs text-gray-500 mt-1\">or click to select files — multiple files supported</p>\n <input\n ref={fileInputRef}\n type=\"file\"\n multiple\n accept=\".csv\"\n className=\"hidden\"\n onChange={handleFileSelect}\n />\n </div>\n\n {/* File list */}\n {files.length > 0 && (\n <div className=\"mt-4 space-y-2\">\n {files.map((f, i) => (\n <div key={i} className=\"flex items-center gap-2 bg-white rounded-lg border border-gray-200 px-3 py-2\">\n <FileText className=\"w-4 h-4 text-gray-400 flex-shrink-0\" />\n <span className=\"text-sm text-gray-700 flex-1 truncate\">{f.name}</span>\n <span className=\"text-xs text-gray-400 flex-shrink-0\">{(f.size / 1024).toFixed(1)} KB</span>\n <button\n onClick={(e) => { e.stopPropagation(); removeFile(i); }}\n className=\"text-gray-400 hover:text-gray-600 flex-shrink-0\"\n >\n <X className=\"w-4 h-4\" />\n </button>\n </div>\n ))}\n\n <button\n onClick={handleUpload}\n disabled={loading}\n className=\"w-full py-2.5 text-sm font-medium text-white bg-emerald-600 rounded-lg hover:bg-emerald-700 disabled:opacity-50 disabled:cursor-not-allowed transition-colors mt-2\"\n >\n {loading\n ? 'Importing…'\n : `Import ${files.length} file${files.length !== 1 ? 's' : ''}`\n }\n </button>\n </div>\n )}\n\n {/* Success result */}\n {result && (\n <div className=\"mt-6 bg-green-50 border border-green-200 rounded-xl p-5\">\n <div className=\"flex items-center gap-2 mb-3\">\n <CheckCircle className=\"w-5 h-5 text-green-600 flex-shrink-0\" />\n <span className=\"font-medium text-green-800\">Import complete</span>\n </div>\n <div className=\"grid grid-cols-3 gap-3 text-center mb-3\">\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-green-700\">{result.imported}</p>\n <p className=\"text-xs text-gray-500\">Imported</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-gray-500\">{result.skipped}</p>\n <p className=\"text-xs text-gray-500\">Skipped</p>\n </div>\n <div className=\"bg-white rounded-lg border border-green-100 py-2 px-3\">\n <p className=\"text-2xl font-bold text-amber-600\">{result.errors?.length ?? 0}</p>\n <p className=\"text-xs text-gray-500\">Warnings</p>\n </div>\n </div>\n <p className=\"text-xs text-gray-500 mb-3\">\n Skipped rows are internal bank transfers (ТРАНСФЕР СОБСТВЕНИ СМЕТКИ).\n </p>\n {result.errors?.length > 0 && (\n <details className=\"mb-3\">\n <summary className=\"text-xs text-amber-700 cursor-pointer hover:text-amber-800\">\n Show {result.errors.length} warning{result.errors.length !== 1 ? 's' : ''}\n </summary>\n <ul className=\"mt-2 text-xs text-amber-600 space-y-0.5 max-h-32 overflow-y-auto\">\n {result.errors.map((e, i) => <li key={i} className=\"font-mono\">{e}</li>)}\n </ul>\n </details>\n )}\n <button\n onClick={onUploadSuccess}\n className=\"flex items-center gap-1.5 text-sm font-medium text-green-700 hover:text-green-800\"\n >\n <ArrowLeft className=\"w-4 h-4\" />\n View imported transactions\n </button>\n </div>\n )}\n\n {/* Error */}\n {error && (\n <div className=\"mt-4 bg-red-50 border border-red-200 rounded-xl p-4 flex items-start gap-3\">\n <AlertCircle className=\"w-5 h-5 text-red-500 flex-shrink-0 mt-0.5\" />\n <div>\n <p className=\"text-sm font-medium text-red-800\">Upload failed</p>\n <p className=\"text-sm text-red-700 mt-0.5\">{error}</p>\n </div>\n </div>\n )}\n\n {/* Info box */}\n {!result && !error && (\n <div className=\"mt-6 bg-blue-50 border border-blue-100 rounded-xl p-4\">\n <p className=\"text-xs font-medium text-blue-800 mb-1\">Expected CSV format (DSK Bank export)</p>\n <p className=\"text-xs text-blue-700 font-mono\">\n Дата, Вид на трансакцията, Основание, Дебит BGN, Кредит BGN, Наредител/Получател, Номер сметка...\n </p>\n <p className=\"text-xs text-blue-600 mt-2\">\n Both UTF-8 and Windows-1251 encodings are supported. Tags are auto-applied based on payee and description keywords.\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentCard.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentCard.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"186 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React, { useState } from 'react';\nimport {\n Send, XCircle, CheckCircle, MinusCircle, Clock,\n CreditCard, Tag, Plus, X,\n} from 'lucide-react';\n\nconst STATUS_CONFIG = {\n UNPROCESSED: { label: 'Unprocessed', icon: Clock, color: 'bg-amber-100 text-amber-700 border-amber-200' },\n SENT: { label: 'Sent', icon: CheckCircle, color: 'bg-green-100 text-green-700 border-green-200' },\n SKIPPED: { label: 'Skipped', icon: MinusCircle, color: 'bg-gray-100 text-gray-500 border-gray-200' },\n};\n\nconst TAG_COLORS = [\n '#ef4444', '#f97316', '#eab308', '#22c55e', '#06b6d4',\n '#3b82f6', '#8b5cf6', '#ec4899', '#6b7280',\n];\n\nexport default function PaymentCard({ payment, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n const [showTagInput, setShowTagInput] = useState(false);\n const [newTagName, setNewTagName] = useState('');\n const [newTagColor, setNewTagColor] = useState('#3b82f6');\n\n const statusCfg = STATUS_CONFIG[payment.status] || STATUS_CONFIG.UNPROCESSED;\n const StatusIcon = statusCfg.icon;\n\n const handleAddTag = (e) => {\n e.preventDefault();\n if (newTagName.trim()) {\n onAddTag(payment.id, newTagName.trim(), newTagColor);\n setNewTagName('');\n setShowTagInput(false);\n }\n };\n\n const paymentTags = payment.tags || [];\n const availableTags = existingTags.filter(t => !paymentTags.some(pt => pt.id === t.id));\n\n const formattedDate = payment.date\n ? new Date(payment.date).toLocaleDateString('en-GB', {\n day: '2-digit', month: 'short', year: 'numeric', hour: '2-digit', minute: '2-digit',\n })\n : 'N/A';\n\n const currency = payment.currency || 'EUR';\n\n return (\n <div className=\"bg-white rounded-xl border border-gray-200 shadow-sm hover:shadow-md transition-shadow p-4\">\n <div className=\"flex items-start justify-between gap-3 mb-3\">\n <div className=\"flex-1 min-w-0\">\n <div className=\"flex items-center gap-2 mb-1\">\n <span className={`inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full border ${statusCfg.color}`}>\n <StatusIcon className=\"w-3 h-3\" />\n {statusCfg.label}\n </span>\n {payment.source === 'UPLOAD' ? (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-emerald-50 text-emerald-700\">CSV</span>\n ) : (\n <span className=\"px-2 py-0.5 text-xs font-medium rounded bg-indigo-50 text-indigo-700\">SMS</span>\n )}\n </div>\n <p className=\"text-sm text-gray-600 break-words leading-relaxed\">{payment.rawMessage}</p>\n </div>\n </div>\n\n <div className=\"grid grid-cols-2 sm:grid-cols-4 gap-3 mb-3 text-sm\">\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Amount</span>\n <p className=\"font-semibold text-gray-900\">\n {payment.amount != null ? `${payment.amount.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Date</span>\n <p className=\"text-gray-700\">{formattedDate}</p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Card</span>\n <p className=\"text-gray-700 flex items-center gap-1\">\n <CreditCard className=\"w-3 h-3 text-gray-400\" />\n {payment.card || 'N/A'}\n </p>\n </div>\n <div>\n <span className=\"text-xs text-gray-400 uppercase tracking-wide\">Balance</span>\n <p className=\"text-gray-700\">\n {payment.balance != null ? `${payment.balance.toFixed(2)} ${currency}` : 'N/A'}\n </p>\n </div>\n </div>\n\n {/* Tags */}\n <div className=\"flex flex-wrap items-center gap-1.5 mb-3\">\n <Tag className=\"w-3 h-3 text-gray-400\" />\n {paymentTags.map(tag => (\n <span\n key={tag.id}\n className=\"inline-flex items-center gap-1 px-2 py-0.5 text-xs font-medium rounded-full text-white\"\n style={{ backgroundColor: tag.color }}\n >\n {tag.name}\n <button onClick={() => onRemoveTag(payment.id, tag.id)} className=\"hover:opacity-75\">\n <X className=\"w-3 h-3\" />\n </button>\n </span>\n ))}\n {!showTagInput ? (\n <button\n onClick={() => setShowTagInput(true)}\n className=\"inline-flex items-center gap-0.5 px-2 py-0.5 text-xs text-gray-500 border border-dashed border-gray-300 rounded-full hover:border-gray-400 hover:text-gray-600\"\n >\n <Plus className=\"w-3 h-3\" />\n Tag\n </button>\n ) : (\n <form onSubmit={handleAddTag} className=\"inline-flex items-center gap-1\">\n <input\n type=\"text\"\n value={newTagName}\n onChange={(e) => setNewTagName(e.target.value)}\n placeholder=\"Tag name\"\n autoFocus\n className=\"w-24 px-2 py-0.5 text-xs border border-gray-300 rounded-md focus:ring-1 focus:ring-indigo-500 outline-none\"\n />\n <div className=\"flex gap-0.5\">\n {TAG_COLORS.map(c => (\n <button\n key={c}\n type=\"button\"\n onClick={() => setNewTagColor(c)}\n className={`w-4 h-4 rounded-full border-2 ${newTagColor === c ? 'border-gray-800' : 'border-transparent'}`}\n style={{ backgroundColor: c }}\n />\n ))}\n </div>\n <button type=\"submit\" className=\"text-xs text-indigo-600 font-medium hover:text-indigo-700\">Add</button>\n <button type=\"button\" onClick={() => setShowTagInput(false)} className=\"text-xs text-gray-400 hover:text-gray-600\">\n <X className=\"w-3 h-3\" />\n </button>\n </form>\n )}\n {showTagInput && availableTags.length > 0 && (\n <div className=\"flex flex-wrap gap-1 ml-1\">\n {availableTags.slice(0, 5).map(tag => (\n <button\n key={tag.id}\n onClick={() => { onAddTag(payment.id, tag.name, tag.color); setShowTagInput(false); }}\n className=\"px-2 py-0.5 text-xs rounded-full border border-gray-200 text-gray-600 hover:bg-gray-100\"\n >\n {tag.name}\n </button>\n ))}\n </div>\n )}\n </div>\n\n {payment.status === 'UNPROCESSED' && (\n <div className=\"flex items-center gap-2 pt-3 border-t border-gray-100\">\n <button\n onClick={() => onSend(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-white bg-indigo-600 rounded-lg hover:bg-indigo-700 transition-colors\"\n >\n <Send className=\"w-4 h-4\" />\n Send\n </button>\n <button\n onClick={() => onSkip(payment.id)}\n className=\"flex items-center gap-1.5 px-4 py-2 text-sm font-medium text-gray-700 bg-white border border-gray-300 rounded-lg hover:bg-gray-50 transition-colors\"\n >\n <XCircle className=\"w-4 h-4\" />\n Do Not Send\n </button>\n </div>\n )}\n\n {payment.status === 'SENT' && payment.notifiedAt && (\n <div className=\"pt-3 border-t border-gray-100\">\n <p className=\"text-xs text-green-600\">\n Notified on {new Date(payment.notifiedAt).toLocaleString('en-GB')}\n {payment.notifyPhone && ` to ${payment.notifyPhone}`}\n </p>\n </div>\n )}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXLink","text":"PaymentList.jsx","depth":24,"on_screen":false,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"PaymentList.jsx","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"40 lines","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"import React from 'react';\nimport { Inbox } from 'lucide-react';\nimport PaymentCard from './PaymentCard';\n\nexport default function PaymentList({ payments, loading, onSend, onSkip, onAddTag, onRemoveTag, existingTags }) {\n if (loading) {\n return (\n <div className=\"flex items-center justify-center py-20\">\n <div className=\"animate-spin rounded-full h-8 w-8 border-b-2 border-indigo-600\"></div>\n </div>\n );\n }\n\n if (!payments || payments.length === 0) {\n return (\n <div className=\"flex flex-col items-center justify-center py-20 text-gray-400\">\n <Inbox className=\"w-12 h-12 mb-3\" />\n <p className=\"text-lg font-medium\">No transactions found</p>\n <p className=\"text-sm\">Try adjusting your filters, ingest a payment SMS, or upload a CSV.</p>\n </div>\n );\n }\n\n return (\n <div className=\"space-y-4\">\n {payments.map(payment => (\n <PaymentCard\n key={payment.id}\n payment={payment}\n onSend={onSend}\n onSkip={onSkip}\n onAddTag={onAddTag}\n onRemoveTag={onRemoveTag}\n existingTags={existingTags}\n />\n ))}\n </div>\n );\n}","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Update Todos","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Create folder structure and root config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend Prisma schema and migration","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend package.json and Dockerfile","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend src files (auth, parser, csvParser, index)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write backend routes (payments.js, upload.js)","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend config files","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Write frontend React components","depth":26,"on_screen":false,"role_description":"text"}]...
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Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
report(1).csv, Editor Group 1
report(2).csv, Editor Group 1
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
"Дата","Основание","Наредител/Получател","Номер сметка на наредителя / получателя","Вид на трансакцията","Свързваща референция","Валутен курс","Сума във валутата на превода","Дебит EUR","Кредит EUR"
"04.05.2026","04.05.2026 ПРОФЕСИОНАЛЕН ДОМОУАБ.N. 14044121 НАШИЯТ ВХОД ООД","КОМУНАЛНИ РАЗХОДИ ЕЛ. КАНАЛИ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","17,93",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","8,44",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","47,63",""
"04.05.2026","04.05.2026 ЕЛ ЕНЕРГИЯ АБ.N. 310264962737 ЕЛЕКТРОХОЛД ПРОДАЖБИ АД","ЕЛЕКТPОХОЛДПPОДАЖБИ/ДСКДИРЕКТ/ЕЛ.ЕНЕРГИЯ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","0,09",""
"04.05.2026","04.05.2026 СТУДЕНА ВОДА АБ.N. 1005400804 СОФИЙСКА ВОДА АД","С0ФИЙСКА ВОДА ДСК ДИРЕКТ","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","29,54",""
"04.05.2026","04.05.2026 ПРИРОДЕН ГАЗ АБ.N. 1000083763 OVERGAS","ОВЕГАЗ МРЕЖИ АД-ЕЛЕКТРОННИ КАНАЛИ И КАСА","[IBAN]","КОМУНАЛНИ УСЛУГИ","","","","14,27",""
"04.05.2026","ДАНИЕЛ КОВАЛИК МАЙ","ЧЦДГ МИЛА","[IBAN]","ПРЕВОД SEPA","","","","460,00",""
"30.04.2026","ТАКСА ПАКЕТНО ОБСЛУЖВАНЕ","","[CREDIT_CARD]","","","","","10,22",""
"30.04.2026","ЗАПЛАТА ЗА МЕСЕЦ 04.2026 OPNAT 0","ВЕДА ПЕЙРОЛ ООД","[IBAN]","ВХОДЯЩ ПАРИЧЕН ПРЕВОД","","","","","4325,26"
"22.04.2026","ЗАХРАНВАНЕ СМЕТКА ISI2204260011502","МАРТИНА СВЕТОСЛАВОВА КОВАЛИК","[IBAN]","НЕЗАБАВЕН КРЕДИТЕН ПРЕВОД","","","","","1000,00"
Design new payment-logge…, Editor Group 2
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Ln 9, Col 45
Info: Setting up SSH Host nas: Setting up SSH tunnel
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || ...
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Firefox FileEditViewHistoryBookmarksProfilesToolsW Firefox FileEditViewHistoryBookmarksProfilesToolsWindowHelp<DEV (docker)• жз• Support Daily • in 4h 47 mDOCKERO 81DEV (docker)882APP (-zsh)masterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY] laysJY-20698-fix-SF-activity-types-on-new-playbookJY-20543-AJ-report-trackingJY-20384-handle-auto-sync-with-no-access-to-event-typeJY-20458-ask-Jiminny-user-definitionsJY-19666-fix-import-contacts-account-associationJY-19666-HS-import-contacts-and-accounts-batch-jobJY-20458-Ask-Jiminny-ReportsJY-20200-batch-update-CRM-objects-SalesforceJY-19666-HS-webhooks-add-contact-and-companyJY-20348-trigger-setup-DI-layout-on-team-creationJY-20326-refactor-info-message-in-commandJY-20317-fix-auto-log-delay-issue-on-all-channels-disabledJY-20312-remove-on-update-change-last-synced-at-crm-configurationsJY-20306-SF-skip-auto-sync-for-task-based-playbookJY-20192-remove-deleted-team-from-saved-search-filtersJY-20197-import-opportunity-batch-jobJY-20293-enable-status-field-for-pipedrive-dealsJY-20191-remove-commands-interactive-promptsJY-20118-change-default-sync-strategyJY-20183-add-cache-on-auto-log-delayJY-20197-add-import-opportunity-batch-job20118-hs-opportunity-make-webhook-strategy-defaultJY-20118-make-default-hs-opportunity-sync-strategy-webhook-basedJY-20196-handle-opportunity-without-noteJY-20118-improve-opportunity-importJY-20189-handle-activity-search-on-deleted-groupsJY-20160JY-20145-filter-out-converted-leads-when-matchingJY-20150-skip-push-summary-on-summary-ready-1f-autologJY-20132-fix-note-encodingJY-19792-clean-logslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ devroot@docker_lamp_1:/home/jiminny# ]-zsh84-zsh885100% <78• Mon 11 May 10:13:21181screenpipe"0 ₴6DEV...
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Firefox FileEditViewHistoryBookmarksProfilesToolsW Firefox FileEditViewHistoryBookmarksProfilesToolsWindowHelp<DEV (docker)• жз• Support Daily • in 4h 47 mDOCKERO 81DEV (docker)882APP (-zsh)masterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY] laysJY-20698-fix-SF-activity-types-on-new-playbookJY-20543-AJ-report-trackingJY-20384-handle-auto-sync-with-no-access-to-event-typeJY-20458-ask-Jiminny-user-definitionsJY-19666-fix-import-contacts-account-associationJY-19666-HS-import-contacts-and-accounts-batch-jobJY-20458-Ask-Jiminny-ReportsJY-20200-batch-update-CRM-objects-SalesforceJY-19666-HS-webhooks-add-contact-and-companyJY-20348-trigger-setup-DI-layout-on-team-creationJY-20326-refactor-info-message-in-commandJY-20317-fix-auto-log-delay-issue-on-all-channels-disabledJY-20312-remove-on-update-change-last-synced-at-crm-configurationsJY-20306-SF-skip-auto-sync-for-task-based-playbookJY-20192-remove-deleted-team-from-saved-search-filtersJY-20197-import-opportunity-batch-jobJY-20293-enable-status-field-for-pipedrive-dealsJY-20191-remove-commands-interactive-promptsJY-20118-change-default-sync-strategyJY-20183-add-cache-on-auto-log-delayJY-20197-add-import-opportunity-batch-job20118-hs-opportunity-make-webhook-strategy-defaultJY-20118-make-default-hs-opportunity-sync-strategy-webhook-basedJY-20196-handle-opportunity-without-noteJY-20118-improve-opportunity-importJY-20189-handle-activity-search-on-deleted-groupsJY-20160JY-20145-filter-out-converted-leads-when-matchingJY-20150-skip-push-summary-on-summary-ready-1f-autologJY-20132-fix-note-encodingJY-19792-clean-logslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ devroot@docker_lamp_1:/home/jiminny# ]-zsh84-zsh885100% <78• Mon 11 May 10:13:21181screenpipe"0 ₴6DEV...
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PhpStorm
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PhostormVIewINavicareCodeLaravelWindowFV faVsco.js PhostormVIewINavicareCodeLaravelWindowFV faVsco.js°9 JY-20725-handle-HS-search-rate-limiProiect© BatchSyncCollectolhuospot/service.onpT SyncCrmEntitiesTrait.phpc) CachedCrmServiceDecorator.onge balchsynckealssec clientoneo closeaDealstagess)MatchactivityermData.pngDealrielasservice.gc)Decorateacuivilv.or© FieldDefinitions.phrC) FieldT vpeconvertee Hubspotclientinterc) Hubspotlokenman© PayloadBuilder.phpC) RemotecrmobiectrP ResponseNormalizec) Service.onrC)SvncFieldAction.onC) SvncRelatedActivitC) WebhookSvncBatclv MintearationAorM Acceccors> D ConfigD DTO• M SiltersJobs• M ProcnectSoarchStreW service Iralts© DataClient.php© DecorateActivity.ph(e)LocalSearch.onp• LocalSearchInterfa© RemoteSearch.phpc) Service.phpv W Listeners© ConvertLeadActivitc) PurceLookuocache> M Metadata> Miarationi> = Pioedrivev Salesforce• D FieldsM OnnortunitvMatcheMOnnortunitvSvneStlM ProsneetSearchStr.• M ServiceTraitcC) Client nhr© DecorateActivity.ph. Delete@biectsTrait© FieldDefinitions.php© PayloadBuilder.php© Profile.php© QueryBuilder.phpTacts naccod. 12 (50 minutes aao)o RematchActivityonCrmObiectDetach.pngRateLimitexcepC) CrmObiectsResolver.pho() ProviderRateLimiter.phpC) PaqinationContia.phpclass Cuient extends Baseclient imolements Hubspotcuientinterface159173176177181 C184186 Gpublic function parseRetryAfter(Throwable $e): int=> get_class(Se)return 10:2 usagesnubuc function narselessade ihrowable Sel: strinoif (! method_exists($e, method: 'getResponseBody')) {$body = Se->getResponseBodyO:if (is_string(Sbody)) 1$body = json_decode($body)associative: true 22 12if (! is_array($body)) {netunn 1t.return (string) (Sbody['message'] ?? 19):pubLic function qetMinimumApiVersiono: strinoreturn selt::MIN_API_VERSIOMoublic function getinstanceo: Factoryreturn new FactorvCI"oauth2'hase un' => Sthis->haselini.195 Gpublic function getNewInstance(): Discoverydits +Accept File &~ X Reject File 4% €4 HS_local (iminny@localhost]# console [PKoD)A console (EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {"Vace".L"Inu,or May 2020 14.21.15 bMlJw19A©MatchCrmData.phphlPreparation tor kerl…. In oym• Mon 11 May 14:01:40CascadeHubspot Rate LimitThought for 5s ›Read Client.php #L86-200b Client.phpVerify nothing broke:Command docker. tail100% LzHandleHubspotRateLimitTest v+0 ..lets simplify it, just call it parseMessage and skip policy al together+17 -35"Strict-Transport-Security":"max-aqe=31536000* 1ncLudesubDomains: preload").server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\","x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=S1UrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTg07-May-26 14:51:15 GMT; domain=.hubapi.com; Http0nly; Secure; SameSite=None"],\"url\":"https:|\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEg2\"group\":\"cf-nel\".\"max_age)":604800}"],"Server": ["cloudflare"]}} {I"trace_1d":"C/aD8565-905t-4604-9405-0e5b551e5545'aon/Services/Crm/Hubsoot/m Client.ohv +2 -6Ask anvthina (84L)Claude Onus 1.7 MediumView all* Reiect allAccent alliWN Windsurf Toams 160-22UTF.8io 4 spaces...
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PhostormVIewINavicareCodeLaravelWindowFV faVsco.js PhostormVIewINavicareCodeLaravelWindowFV faVsco.js°9 JY-20725-handle-HS-search-rate-limiProiect© BatchSyncCollectolhuospot/service.onpT SyncCrmEntitiesTrait.phpc) CachedCrmServiceDecorator.onge balchsynckealssec clientoneo closeaDealstagess)MatchactivityermData.pngDealrielasservice.gc)Decorateacuivilv.or© FieldDefinitions.phrC) FieldT vpeconvertee Hubspotclientinterc) Hubspotlokenman© PayloadBuilder.phpC) RemotecrmobiectrP ResponseNormalizec) Service.onrC)SvncFieldAction.onC) SvncRelatedActivitC) WebhookSvncBatclv MintearationAorM Acceccors> D ConfigD DTO• M SiltersJobs• M ProcnectSoarchStreW service Iralts© DataClient.php© DecorateActivity.ph(e)LocalSearch.onp• LocalSearchInterfa© RemoteSearch.phpc) Service.phpv W Listeners© ConvertLeadActivitc) PurceLookuocache> M Metadata> Miarationi> = Pioedrivev Salesforce• D FieldsM OnnortunitvMatcheMOnnortunitvSvneStlM ProsneetSearchStr.• M ServiceTraitcC) Client nhr© DecorateActivity.ph. Delete@biectsTrait© FieldDefinitions.php© PayloadBuilder.php© Profile.php© QueryBuilder.phpTacts naccod. 12 (50 minutes aao)o RematchActivityonCrmObiectDetach.pngRateLimitexcepC) CrmObiectsResolver.pho() ProviderRateLimiter.phpC) PaqinationContia.phpclass Cuient extends Baseclient imolements Hubspotcuientinterface159173176177181 C184186 Gpublic function parseRetryAfter(Throwable $e): int=> get_class(Se)return 10:2 usagesnubuc function narselessade ihrowable Sel: strinoif (! method_exists($e, method: 'getResponseBody')) {$body = Se->getResponseBodyO:if (is_string(Sbody)) 1$body = json_decode($body)associative: true 22 12if (! is_array($body)) {netunn 1t.return (string) (Sbody['message'] ?? 19):pubLic function qetMinimumApiVersiono: strinoreturn selt::MIN_API_VERSIOMoublic function getinstanceo: Factoryreturn new FactorvCI"oauth2'hase un' => Sthis->haselini.195 Gpublic function getNewInstance(): Discoverydits +Accept File &~ X Reject File 4% €4 HS_local (iminny@localhost]# console [PKoD)A console (EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {"Vace".L"Inu,or May 2020 14.21.15 bMlJw19A©MatchCrmData.phphlPreparation tor kerl…. In oym• Mon 11 May 14:01:40CascadeHubspot Rate LimitThought for 5s ›Read Client.php #L86-200b Client.phpVerify nothing broke:Command docker. tail100% LzHandleHubspotRateLimitTest v+0 ..lets simplify it, just call it parseMessage and skip policy al together+17 -35"Strict-Transport-Security":"max-aqe=31536000* 1ncLudesubDomains: preload").server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\","x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=S1UrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTg07-May-26 14:51:15 GMT; domain=.hubapi.com; Http0nly; Secure; SameSite=None"],\"url\":"https:|\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEg2\"group\":\"cf-nel\".\"max_age)":604800}"],"Server": ["cloudflare"]}} {I"trace_1d":"C/aD8565-905t-4604-9405-0e5b551e5545'aon/Services/Crm/Hubsoot/m Client.ohv +2 -6Ask anvthina (84L)Claude Onus 1.7 MediumView all* Reiect allAccent alliWN Windsurf Toams 160-22UTF.8io 4 spaces...
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PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-h PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-limProiect vC IteratelIcersCommandC) Jiminnycacheclearco© JiminnySetEncryptedT © RateLimitExo© JiminnyTokenInfoComc) MakeslackLivecoachir© ManageScimForTeam.(c) MarkBranchForEnviron© MuteOrganizerChannec) PhoApm.php(C) PropagateCoachinare© RecalculateDealRisksC 567(C) RemoveDeleteMarkers(C) Remove SxoiredNudae© RemoveUnusedParticil 576© ResetElasticSearch.ph@ PestoreActivitvCrmPrc 373(C) RoctoreActivitvTvneftC) PunAiCallScorinaForllt(C) SoedActivities nhn@ SendNudaeFyniration! 373© SyncActivity.php(e) Trackimoorted.onp@ WhichWorkorleWorkin, 378m Scheduling© Kernel.php> D Contracts> D Domain> ODTO> 0 Emails> C Enumsv D Eventsv M Activities> _ ActivitvProvidenM AiAutomation> AudidD BotsD CoachingM ConferencesM Connections• M CrmC ActivitvCancelled.nC) ActivitvCancelledA.C) Activitvl eadConver@ Activitvl inkodTocrC Activitvl oaaod nhn(e) ActivityCchoduledr© AutoLogActivity.phTacts naccod. 12 (todav 12:02(c) HubSpot/Service.onpC) CachedCrmServiceDecorator.ongT DeleteCrmEntityTrait.phpoveryaeuvitycrmlaskJoo.pnp© ProviderkateLimiter.phpm| A5 A133 X11 ^ Vclass JiminnyDebuqcommand extends Commandprivate function natelamitfor (Si = 0 ; $i < 3; $i++) {if ($i % 25 === 0) {scnis"pinto syneine opporcunity 11rSthis->info( string: "Matching contact {Si}"):scrmservice->syncupporcun1cy 574/20564'scrmservice->macchbyname "kobot"Preparation for Refi... in 55 m100% C49. Mon 11 May 14:05:48HandleHubsnotPatel imitTect= custom.log= laravel.l0g *A SF [jiminny@localhost]4 HS_local [jiminny@localhost]console [pRODlA console [EUiconsole [STAGINGIQ- 4298 CcW.*12026-05-11 11:05:18J Local.INFO: LMatchActivityCrmData) Starting CRM data matching l"activity":615092,"remote_search":true,"set_configuration":2,"old_state":1"ƯẢẢẢẢẢẢẢỐẢẢẢẢẢẢLỬẢẢẢẢẢẢẢẢẢẢẢẢ ẢẢẢNA[2026-05-11 11:05:19] local.INF0: [ AsyncUpdateElasticSearch ] Entity added to Redis list {"entityType":"activities","entityId":615092,"collectionKey":"activiti[2026-05-11 11:05:19] local.INFO: [MatchActivityCrmData] Participants old state {"activity":615092,"participants": [{"id":1004102, "user_id":null,"contact_id":nul[2026-05-11 11:05:19] local.INF0: [SocialAccountService] Fetching token {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"517cbb4c-2532-4fb8-abbc[2026-05-11 11:05:19] local.INF0: [SocialAccountService] Token retrieved {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"517cbb4c-2532-4fb8-abb[2026-05-11 11:05:19]local.INFO: [EncryptedTokenManager] Generating access token. {"mode":"legacy"} {"correlation_id":"517cbb4C-2532-4fb8-abbc-dd98985e80a2" , "t;[2026-05-11 11:05:19] local.INFO: [Crm0wnerResolver] Integration owner matched as CRM Owner {"crm_provider":"hubspot", "crm_owner":148,"team_id":2} {"correlation[2026-05-11 11:05:20]local.INF0: [Prospect match] Cache miss, calling the API {"identifier_type":"email","identifier":"[EMAIL]"} {"correlat:[2026-05-11 11:05:21] local.INF0: [Hubspot] Failed to fetch contact {"email":"[EMAIL]" "reason":"[404] Client error:'G5T bttne•Iland hubani[2026-05-11 11:05:21]local.INF0: [Prospect match] API returned empty result, caching the miss with empty prospect data {"identifier type":"email" "identifier":[2026-05-11 11:05:23] local.INF0: [Hubspot] Pagination completed {"team id":2,"endpoint":"https://api.hubapi.com/crm/v3/objects/contact/search" "total requests"[2026-05-11 11:05:25]local.INF0: [Prospect match] Resolved company domain from email {"email":"[EMAIL]"."domain":"jiminny.com"} {"correlati[2026-05-11 11:05:25] local.INF0: [Prospect match] Cache miss {"identifier type":"domain" "identifier":"jiminny.com" "crm":"hubspot"} {"correlation id":"517cbb4[2026-05-11 11:05:25] local.INF0: [Prospect match] Cache miss.calling the API {"identifier_type":"domain" "identifier":"jiminny.com"} {"correlation id":"517cbb.1 usageorivate function simulateMatchActivitvStormunt Steamid = 2. int Scount = 1000: vo1dSconfio = steam->oetcrmconflourationobSactivities = Activitv:quervoerm confiauration id' Sconfio->aetidon->orderBvDescd->Limit (Scount)]|->getO:Sthis->info( string: "Dispatching {Sactivities->count} MatchActivityCrmData jobs (portal={$config->getidO})"):fonpach (Sactivities as Cactivitv) &MatchActivityCrmData::dispatch( ...arguments: Sactivity->getId, $config, true):Sthis->info( string: 'Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.'):no usagesprivate function simulateVerifyTaskStorm(int SteamId = 2, int $count = 100): voidSactavitles = Activity::quervol>where co'team_1d', Steamid)S:'com orovider 10')1'1d)->net05Sthis->info( string: "Dispatching (Sactivities->count} VerifyActivityCrmTaskJob jobs");foneach (Sactivities as Sactivitv) $WN Windsurf Teams270-28 LITE.8P A enasoc...
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PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-h PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-limProiect vC IteratelIcersCommandC) Jiminnycacheclearco© JiminnySetEncryptedT © RateLimitExo© JiminnyTokenInfoComc) MakeslackLivecoachir© ManageScimForTeam.(c) MarkBranchForEnviron© MuteOrganizerChannec) PhoApm.php(C) PropagateCoachinare© RecalculateDealRisksC 567(C) RemoveDeleteMarkers(C) Remove SxoiredNudae© RemoveUnusedParticil 576© ResetElasticSearch.ph@ PestoreActivitvCrmPrc 373(C) RoctoreActivitvTvneftC) PunAiCallScorinaForllt(C) SoedActivities nhn@ SendNudaeFyniration! 373© SyncActivity.php(e) Trackimoorted.onp@ WhichWorkorleWorkin, 378m Scheduling© Kernel.php> D Contracts> D Domain> ODTO> 0 Emails> C Enumsv D Eventsv M Activities> _ ActivitvProvidenM AiAutomation> AudidD BotsD CoachingM ConferencesM Connections• M CrmC ActivitvCancelled.nC) ActivitvCancelledA.C) Activitvl eadConver@ Activitvl inkodTocrC Activitvl oaaod nhn(e) ActivityCchoduledr© AutoLogActivity.phTacts naccod. 12 (todav 12:02(c) HubSpot/Service.onpC) CachedCrmServiceDecorator.ongT DeleteCrmEntityTrait.phpoveryaeuvitycrmlaskJoo.pnp© ProviderkateLimiter.phpm| A5 A133 X11 ^ Vclass JiminnyDebuqcommand extends Commandprivate function natelamitfor (Si = 0 ; $i < 3; $i++) {if ($i % 25 === 0) {scnis"pinto syneine opporcunity 11rSthis->info( string: "Matching contact {Si}"):scrmservice->syncupporcun1cy 574/20564'scrmservice->macchbyname "kobot"Preparation for Refi... in 55 m100% C49. Mon 11 May 14:05:48HandleHubsnotPatel imitTect= custom.log= laravel.l0g *A SF [jiminny@localhost]4 HS_local [jiminny@localhost]console [pRODlA console [EUiconsole [STAGINGIQ- 4298 CcW.*12026-05-11 11:05:18J Local.INFO: LMatchActivityCrmData) Starting CRM data matching l"activity":615092,"remote_search":true,"set_configuration":2,"old_state":1"ƯẢẢẢẢẢẢẢỐẢẢẢẢẢẢLỬẢẢẢẢẢẢẢẢẢẢẢẢ ẢẢẢNA[2026-05-11 11:05:19] local.INF0: [ AsyncUpdateElasticSearch ] Entity added to Redis list {"entityType":"activities","entityId":615092,"collectionKey":"activiti[2026-05-11 11:05:19] local.INFO: [MatchActivityCrmData] Participants old state {"activity":615092,"participants": [{"id":1004102, "user_id":null,"contact_id":nul[2026-05-11 11:05:19] local.INF0: [SocialAccountService] Fetching token {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"517cbb4c-2532-4fb8-abbc[2026-05-11 11:05:19] local.INF0: [SocialAccountService] Token retrieved {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"517cbb4c-2532-4fb8-abb[2026-05-11 11:05:19]local.INFO: [EncryptedTokenManager] Generating access token. {"mode":"legacy"} {"correlation_id":"517cbb4C-2532-4fb8-abbc-dd98985e80a2" , "t;[2026-05-11 11:05:19] local.INFO: [Crm0wnerResolver] Integration owner matched as CRM Owner {"crm_provider":"hubspot", "crm_owner":148,"team_id":2} {"correlation[2026-05-11 11:05:20]local.INF0: [Prospect match] Cache miss, calling the API {"identifier_type":"email","identifier":"[EMAIL]"} {"correlat:[2026-05-11 11:05:21] local.INF0: [Hubspot] Failed to fetch contact {"email":"[EMAIL]" "reason":"[404] Client error:'G5T bttne•Iland hubani[2026-05-11 11:05:21]local.INF0: [Prospect match] API returned empty result, caching the miss with empty prospect data {"identifier type":"email" "identifier":[2026-05-11 11:05:23] local.INF0: [Hubspot] Pagination completed {"team id":2,"endpoint":"https://api.hubapi.com/crm/v3/objects/contact/search" "total requests"[2026-05-11 11:05:25]local.INF0: [Prospect match] Resolved company domain from email {"email":"[EMAIL]"."domain":"jiminny.com"} {"correlati[2026-05-11 11:05:25] local.INF0: [Prospect match] Cache miss {"identifier type":"domain" "identifier":"jiminny.com" "crm":"hubspot"} {"correlation id":"517cbb4[2026-05-11 11:05:25] local.INF0: [Prospect match] Cache miss.calling the API {"identifier_type":"domain" "identifier":"jiminny.com"} {"correlation id":"517cbb.1 usageorivate function simulateMatchActivitvStormunt Steamid = 2. int Scount = 1000: vo1dSconfio = steam->oetcrmconflourationobSactivities = Activitv:quervoerm confiauration id' Sconfio->aetidon->orderBvDescd->Limit (Scount)]|->getO:Sthis->info( string: "Dispatching {Sactivities->count} MatchActivityCrmData jobs (portal={$config->getidO})"):fonpach (Sactivities as Cactivitv) &MatchActivityCrmData::dispatch( ...arguments: Sactivity->getId, $config, true):Sthis->info( string: 'Done. Watch logs and run jiminny:debug observeRateLimit to inspect cache state.'):no usagesprivate function simulateVerifyTaskStorm(int SteamId = 2, int $count = 100): voidSactavitles = Activity::quervol>where co'team_1d', Steamid)S:'com orovider 10')1'1d)->net05Sthis->info( string: "Dispatching (Sactivities->count} VerifyActivityCrmTaskJob jobs");foneach (Sactivities as Sactivitv) $WN Windsurf Teams270-28 LITE.8P A enasoc...
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JY-20725 add HS rate limit handling on activities JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app — Work...
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New Tab
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Jy 20820 es reindex stream model h New Tab
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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Switch workspaces… (Jiminny Inc) Has new messages
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Georgi Bayraktarov
Apr 27th at 10:21:07 AM
10:21 AM
Morning everyone!
I think my ticket must have gone lost - I opened it a week ago but there haven’t been any updates ever since.
https://jiminny.atlassian.net/browse/JY-20703...
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everyone!","depth":25,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.08680555,"height":0.0011111111},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"I think my ticket must have gone lost - I opened it a week ago but there haven’t been any updates ever since.","depth":25,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.23333333,"height":0.0011111111},"on_screen":true,"role_description":"text"},{"role":"AXLink","text":"https://jiminny.atlassian.net/browse/JY-20703","depth":25,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.18125,"height":0.0011111111},"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Georgi Bayraktarov
Apr 27th at 10:21:07 AM
10:21 AM
Morning everyone!
I think my ticket must have gone lost - I opened it a week ago but there haven’t been any updates ever since.
https://jiminny.atlassian.net/browse/JY-20703
SlackFileEditViewGoHistoryWindowHelpAPP ()DOCKER₴81DEV (docker)₴2APP (-zsh)-zsh* @param string SobjectType The object type('deals''companies''contacts''cal)* @param array<string, mixed> Spayload Thesearch payload with filters, sorts, prope* @return array The search response with'results''total'*'paging'keys* @throws RateLimitException When rate limit is hit* @throws HubspotException On API errors* @return array The search response with 'results', 'total', 'paging' keys*/public function search(string SobjectType, array Spayload): arrayend diff4) app/Console/Commands/JiminnyDebugCommand.php (statement_indentation)begin diff --/home/jiminny/app/Console/Commands/JiminnyDebugCommand.php+++/home/jiminny/app/Console/Commands/JiminnyDebugCommand.php-359,11+359,11 0ScrmService = ScrmResolver->prepareCrmService);-//-/1for ($i = 0; si < 3; Si++) {if (Si % 250) {Sthis->info("Syncing opportunity {Si}");Sthis->info("Matching contact {$i}");-1/-1/.+++++ScrmService->syncOpportunity('374720564');if ($i % 25=0{//Sthis->info("Syncing opportunity {$i}");Sthis->info("Matching contact {$i}");////}ScrmService->syncOpportunity('374720564');$crmService->matchByName('Robot');end diffFixed 4 of 5666 files in 146.870 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any containeror image →Learn more at https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-lirHomeDMsActivityFilesLater..•Moreab)( [Platform] Refinemen... 35 m left100% <478• Mon 11 May 16:25:18•ED-→QDescribe what you are looking forJiminny ...# contusion-clinic# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...^ Direct messages8. Aneliya Angelova /®. Galya DimitrovaPetko Kashinski&. Stefka StoyanovaVasil Vasilev&. Nikolay IvanovAneliya Angelova, ...Stoyan Tanev• VesE Lukas Kovalik y... 0::: AppsS Jira CloudToastGanala Cala# support8 346 0• MessagesC FilesBookmarksKara Joneswas added .Tuesday, April 28th~More v+Wednesday, April 29th ~Lauren Hudson 12:58 PMHi team, I'm trying to set up auto detect for LesMills, but when I add a new playbook (because theywant it applied across all teams), it's pulling in a loadof activity types that l am not able to delete. Anyideas please?Screenshot 2026-04-29 at 10.54.42.png •1 reply 12 days agoLauren Hudson 6:17 PMHello, request from Norstella to update theirJiminny to match this shared spreadsheet. lssomebody from the support team able to helpplease?Numbers Document -Message #support+Aa...
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Pull requests · jiminny/app
Pull requests · jiminny/app
Userpilot | Ask Jiminny Report Generated
Userpilot | Ask Jiminny Report Generated
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Pull requests · jiminny/app
Pull requests · jiminny/app
Userpilot | Ask Jiminny Report Generated
Userpilot | Ask Jiminny Report Generated
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
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Problem loading page
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Search the CRM - HubSpot docs
Jiminny
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New Tab
Customize sidebar
Open Google Gemini (⌃X)
Tabs from other devices
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Open bookmarks (⌘B)
JY-20733-autoloader-optimization ■ 876223
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Trending this month
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Pull requests · jiminny/app
Pull requests · jiminny/app
Userpilot | Ask Jiminny Report Generated
Userpilot | Ask Jiminny Report Generated
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
Problem loading page
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Search the CRM - HubSpot docs
Search the CRM - HubSpot docs
Jiminny
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Tabs from other devices
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JY-20733-autoloader-optimization ■ 876223
75
75
My Recordings
My Recordings
Everyone's Recordings
Everyone's Recordings
No Recordings
Schedule
Schedule
Invite Notetaker
This Week
This Week
Everyone's Schedule
Everyone's Schedule
Unknown Customer
Stefka / James Weekly
Tomorrow, 3:15 PM
Trending this month
Trending this month
Sort by Sort by: Most played
Sort by
Sort by:
Most played
Unknown Customer
Notetaker added by Veselin Kulov
Notetaker added by Veselin Kulov
2
times played
Unknown Customer
Notetaker added by Veselin Kulov
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Duration:...
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Pull requests · jiminny/app
Pull requests · jiminny/app
Userpilot | Ask Jiminny Report Generated
Userpilot | Ask Jiminny Report Generated
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
LLM pricing overview with the most actual prices - Google Search
LLM pricing overview with the most actual prices - Google Search
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
LLM pricing overview with the most actual prices - Google Search
LLM pricing overview with the most actual prices - Google Search
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
LLM pricing overview with the most actual prices - Google Search
LLM pricing overview with the most actual prices - Google Search
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
LLM pricing overview with the most actual prices - Google Search
LLM pricing overview with the most actual prices - Google Search
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
Pipelines - jiminny/app
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Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
LLM pricing overview with the most actual prices - Google Search
LLM pricing overview with the most actual prices - Google Search
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
LLM pricing overview with the most actual prices - Google Search
LLM pricing overview with the most actual prices - Google Search
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SlackFileEditViewGoHistoryWindowHelpDOCKERO 81DEV SlackFileEditViewGoHistoryWindowHelpDOCKERO 81DEV (docker)882DEV (d)APP (-zsh)• xзmasterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY] laysJY-20698-fix-SF-activity-types-on-new-playbookJY-20543-AJ-report-trackingJY-20384-handle-auto-sync-with-no-access-to-event-typeJY-20458-ask-Jiminny-user-definitionsJY-19666-fix-import-contacts-account-associationJY-19666-HS-import-contacts-and-accounts-batch-jobJY-20458-Ask-Jiminny-ReportsJY-20200-batch-update-CRM-objects-SalesforceJY-19666-HS-webhooks-add-contact-and-companyJY-20348-trigger-setup-DI-layout-on-team-creationJY-20326-refactor-info-message-in-commandJY-20317-fix-auto-log-delay-issue-on-all-channels-disabledJY-20312-remove-on-update-change-last-synced-at-crm-configurationsJY-20306-SF-skip-auto-sync-for-task-based-playbookJY-20192-remove-deleted-team-from-saved-search-filtersJY-20197-import-opportunity-batch-jobJY-20293-enable-status-field-for-pipedrive-dealsJY-20191-remove-commands-interactive-promptsJY-20118-change-default-sync-strategyJY-20183-add-cache-on-auto-log-delayJY-20197-add-import-opportunity-batch-job20118-hs-opportunity-make-webhook-strategy-defaultJY-20118-make-default-hs-opportunity-sync-strategy-webhook-basedJY-20196-handle-opportunity-without-noteJY-20118-improve-opportunity-importJY-20189-handle-activity-search-on-deleted-groupsJY-20145-filter-out-converted-leads-when-matchingJY-20150-skip-push-summary-on-summary-ready-1f-autologJY-20132-fix-note-encodingJY-19792-clean-logslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-Lirroot@docker_lamp_1:/home/jiminny# ]• .HomeDMsActivityFilesLater..•More• Support Daily - in 2h 48 m100% C8• Mon 11 May 12:12:47ED→Describe what you are looking forJiminny ...crsmecruus# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...0 Direct messages. Petko Kashinski&. Stefka StoyanovaVasil VasilevNikolay IvanovP. Galya DimitrovaAneliya Angelova, .... Stoyan Tanev E®. Ves8. Aneliya Angelovado James GrahamLukas Kovalik y...l:: AppsJira CloudToastGoogle Cale...Stefka Stoyanova• Messages7 Untitled+C Files7 Untitledluesaay, April 28th ~Today ~Stefka Stoyanova 10:08 AMЛукаш, щом пре-рефайнмънта и рефайнмънтаще са само за МСР ако искаш не идвай да сигубиш времетоLukas Kovalik 10:12 AMда, няма да идвамStefka Stoyanova 11:35 AMЛукаш, ще сложиш ли естимейт наhttps://jiminny.atlassian.net/browse/JY-20818Jira Cloud -Move Ask Jiminny reports to separate...Bug JY-20818 in Jira CloudStatusDeployedPriority= MediumAssigneeLukas Koval...As of today at 11:35 AMOpen in Jira* SummariseMessage Stefka Stoyanova......
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SlackFileEditViewGoHistoryWindowHelpDOCKERO 81DEV SlackFileEditViewGoHistoryWindowHelpDOCKERO 81DEV (docker)882DEV (d)APP (-zsh)• xзmasterJY-20818-move-AJ-reports-to-separated-datadog-metricJY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY] laysJY-20698-fix-SF-activity-types-on-new-playbookJY-20543-AJ-report-trackingJY-20384-handle-auto-sync-with-no-access-to-event-typeJY-20458-ask-Jiminny-user-definitionsJY-19666-fix-import-contacts-account-associationJY-19666-HS-import-contacts-and-accounts-batch-jobJY-20458-Ask-Jiminny-ReportsJY-20200-batch-update-CRM-objects-SalesforceJY-19666-HS-webhooks-add-contact-and-companyJY-20348-trigger-setup-DI-layout-on-team-creationJY-20326-refactor-info-message-in-commandJY-20317-fix-auto-log-delay-issue-on-all-channels-disabledJY-20312-remove-on-update-change-last-synced-at-crm-configurationsJY-20306-SF-skip-auto-sync-for-task-based-playbookJY-20192-remove-deleted-team-from-saved-search-filtersJY-20197-import-opportunity-batch-jobJY-20293-enable-status-field-for-pipedrive-dealsJY-20191-remove-commands-interactive-promptsJY-20118-change-default-sync-strategyJY-20183-add-cache-on-auto-log-delayJY-20197-add-import-opportunity-batch-job20118-hs-opportunity-make-webhook-strategy-defaultJY-20118-make-default-hs-opportunity-sync-strategy-webhook-basedJY-20196-handle-opportunity-without-noteJY-20118-improve-opportunity-importJY-20189-handle-activity-search-on-deleted-groupsJY-20145-filter-out-converted-leads-when-matchingJY-20150-skip-push-summary-on-summary-ready-1f-autologJY-20132-fix-note-encodingJY-19792-clean-logslukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-Lirroot@docker_lamp_1:/home/jiminny# ]• .HomeDMsActivityFilesLater..•More• Support Daily - in 2h 48 m100% C8• Mon 11 May 12:12:47ED→Describe what you are looking forJiminny ...crsmecruus# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...0 Direct messages. Petko Kashinski&. Stefka StoyanovaVasil VasilevNikolay IvanovP. Galya DimitrovaAneliya Angelova, .... Stoyan Tanev E®. Ves8. Aneliya Angelovado James GrahamLukas Kovalik y...l:: AppsJira CloudToastGoogle Cale...Stefka Stoyanova• Messages7 Untitled+C Files7 Untitledluesaay, April 28th ~Today ~Stefka Stoyanova 10:08 AMЛукаш, щом пре-рефайнмънта и рефайнмънтаще са само за МСР ако искаш не идвай да сигубиш времетоLukas Kovalik 10:12 AMда, няма да идвамStefka Stoyanova 11:35 AMЛукаш, ще сложиш ли естимейт наhttps://jiminny.atlassian.net/browse/JY-20818Jira Cloud -Move Ask Jiminny reports to separate...Bug JY-20818 in Jira CloudStatusDeployedPriority= MediumAssigneeLukas Koval...As of today at 11:35 AMOpen in Jira* SummariseMessage Stefka Stoyanova......
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Project: faVsco.js, menu
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Umbrella Corp
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Umbrella Corp
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<?php
declare(strict_types=1);
namespace Jiminny\Console\Commands;
use Carbon\Carbon;
use Carbon\CarbonImmutable;
use Illuminate\Console\Command;
use InvalidArgumentException;
use Jiminny\Jobs\AutomatedReports\RequestGenerateAskJiminnyReportJob;
use Jiminny\Jobs\AutomatedReports\SendReportMailJob;
use Jiminny\Jobs\JobDispatcherInterface;
use Jiminny\Models\Activity;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Repositories\AutomatedReportsRepository;
use Jiminny\Services\Activity\CrmOwnerResolver;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\UserPilot\UserPilotClient;
/**
* Class JiminnyDebugCommand
*
* @package Jiminny\Console\Commands
*/
class JiminnyDebugCommand extends Command
{
public const string FREQUENCY_DAILY = 'daily';
public const string FREQUENCY_WEEKLY = 'weekly';
public const string FREQUENCY_MONTHLY = 'monthly';
public const string FREQUENCY_QUARTERLY = 'quarterly';
public const string FREQUENCY_ONE_OFF = 'one_off';
protected $signature = 'jiminny:debug';
public function handle(
JobDispatcherInterface $jobDispatcher,
AutomatedReportsService $automatedReportsService,
AutomatedReportsRepository $automatedReportsRepository,
UserPilotClient $userPilotClient
): void {
$this->rateLimit();
exit(1);
$report = AutomatedReport::find(71);
$last = AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)
->whereDate('created_at', CarbonImmutable::now()->toDateString())
->latest()
->first();
$this->info("Last: {$last->getId()}");
exit(1);
$user = User::find(143);
// $count = $automatedReportsRepository->countUserReports($user);
// $this->info("Count: {$count}");
// $count = $automatedReportsRepository->countAllUserReports($user);
// $this->info("All count: {$count}");
$payload = [
'report_type' => 'ask_jiminny',
'frequency' => 'weekly',
];
$userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);
exit(1);
$now = Carbon::now()->subDay(1);
$this->info("Now: {$now->toDateTimeString()}");
$weekStart = Carbon::getWeekStartsAt();
$this->info("Now: {$weekStart}");
// $from = $now->copy()->previousWeekday()->startOfDay();
// $to = $now->copy()->previousWeekday()->endOfDay();
// $fromOld = $now->copy()->subWeeks(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subWeek()->startOfWeek();
// $toNew = $now->copy()->subWeek()->endOfWeek();
// $fromOld = $now->copy()->subMonths(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();
// $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();
$fromOld = $now->copy()->subMonths(3)->startOfDay();
$toOld = $now->copy()->subDay()->endOfDay();
$fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();
$toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();
$this->info("From old: {$fromOld->toDateTimeString()}");
$this->info("To old: {$toOld->toDateTimeString()}");
$this->info("From new: {$fromNew->toDateTimeString()}");
$this->info("To new: {$toNew->toDateTimeString()}");
exit(1);
$report = AutomatedReport::find(71);
$job = new RequestGenerateAskJiminnyReportJob($report->getUuid());
$jobDispatcher->dispatch($job);
exit(1);
// $this->formatDate($jobDispatcher);
// $this->sendMail($jobDispatcher, $automatedReportsService);
// $this->crmService();
$this->getPayload($automatedReportsService);
exit(1);
}
private function crmService()
{
$activity = Activity::find(418141);
$team = Team::find(19);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
$crmService->createTranscriptNotes($activity);
}
private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)
{
$reportUuid = '';
// $report = $automatedReportsService->getReportResult($reportUuid);
$report = AutomatedReportResult::find(275);
$validRecipients = $automatedReportsService->getValidRecipientUsers(
$report->getReport(),
includeJiminny: true,
);
$recipient = $validRecipients[0];
$fileName = $automatedReportsService->getReportFileName($report);
$typeName = $report->getReport()->getCustomName()
?? $automatedReportsService->getReportTypeName($report);
$teamsName = $automatedReportsService->getReportTeamsName($report);
$periodName = $automatedReportsService->getReportPeriodName($report);
$s3Path = $automatedReportsService->getMediaPath($report);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));
$jobDispatcher->dispatch(
new SendReportMailJob(
reportUuid: $report->getUuid(),
s3Path: $s3Path,
recipientEmail: $recipient['email'],
recipientName: $recipient['name'] ?? null,
fileName: $fileName,
typeName: $typeName,
teamsName: $teamsName,
periodName: $periodName,
isAskJiminny: true,
)
);
exit(1);
}
private function formatDate(JobDispatcherInterface $jobDispatcher): void
{
$customName = 'Custom report name';
// $frequency = self::FREQUENCY_DAILY;
// $frequency = self::FREQUENCY_WEEKLY;
$frequency = self::FREQUENCY_MONTHLY;
// $frequency = self::FREQUENCY_QUARTERLY;
// $frequency = self::FREQUENCY_ONE_OFF;
$period = $this->calculateFromAndToDatePeriod($frequency);
$from = $period['fromDate'];
$to = $period['toDate'];
$periodName = $this->formatReportPeriodName($frequency, $from, $to);
$filenameSuffix = null;
if ($customName) {
if ($filenameSuffix) {
$customName .= " {$filenameSuffix}";
}
$result = $this->sanitizeFileName("{$customName} - {$periodName}");
}
$this->info($result);
}
public function calculateFromAndToDatePeriod(
string $frequency,
?Carbon $fromDate = null,
?Carbon $toDate = null
): array {
if ($frequency === self::FREQUENCY_ONE_OFF) {
return [
'fromDate' => $fromDate,
'toDate' => $toDate,
];
}
$now = Carbon::now();
return match ($frequency) {
self::FREQUENCY_DAILY => [
'fromDate' => $now->copy()->subDay()->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_WEEKLY => [
'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_MONTHLY => [
'fromDate' => $now->copy()->subMonths(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_QUARTERLY => [
'fromDate' => $now->copy()->subMonths(3)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
default => throw new InvalidArgumentException("Unsupported frequency: {$frequency}"),
};
}
private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string
{
$fromYear = $from->format('Y');
$toYear = $to->format('Y');
$differentYears = $fromYear !== $toYear;
switch ($frequency) {
case self::FREQUENCY_DAILY:
return $from->format('j M Y');
case self::FREQUENCY_QUARTERLY:
// 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ
$startMonth = $from->format('M');
$endMonth = $to->copy()->subMonth();
$endMonthName = $endMonth->format('M');
$endMonthYear = $endMonth->format('Y');
if ($differentYears) {
return "{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}";
}
return "{$startMonth} - {$endMonthName} {$toYear}";
case self::FREQUENCY_MONTHLY:
// 'May 2025' - monthly reports are always within the same year
return $from->format('M Y');
case self::FREQUENCY_WEEKLY:
// '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ
$startDay = $from->format('j');
$endDay = $to->format('j');
$startMonth = $from->format('M');
$endMonth = $to->format('M');
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
if ($startMonth !== $endMonth) {
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
}
return "{$startDay} - {$endDay} {$endMonth} {$toYear}";
case self::FREQUENCY_ONE_OFF:
// '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ
$startDay = $from->format('j');
$startMonth = $from->format('M');
$endDay = $to->format('j');
$endMonth = $to->format('M');
// If same month and year, use a format like '2-31 May 2025'
if ($startMonth === $endMonth && ! $differentYears) {
return "{$startDay} - {$endDay} {$startMonth} {$toYear}";
}
// If different years, include both years
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
// Same year but different months
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
default:
// Default format for unknown frequencies
return $from->format('j M Y') . ' - ' . $to->format('j M Y');
}
}
public function sanitizeFileName(string $fileName): string
{
return str_replace(['/', '\\'], '-', $fileName);
}
private function getPayload(AutomatedReportsService $automatedReportsService)
{
$reportResult = AutomatedReportResult::find(269);
$automatedReport = $reportResult->getReport();
$activityIds = [1,2,3];
$payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(
automatedReport: $automatedReport,
reportResult: $reportResult,
activityIds: $activityIds,
);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));
}
private function rateLimit()
{
$team = Team::find(2);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
for ($i = 0 ; $i < 10; $i++) {
// if ($i % 25 === 0) {
// $this->info("Syncing opportunity {$i}");
$this->info("Matching account {$i}");
// }
// $crmService->syncOpportunity('374720564');
$crmService->matchExactlyByEmail('Umbrella');
}
}
}
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Highlighted Error","depth":4,"bounds":{"left":0.51396275,"top":0.19792499,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.5212766,"top":0.19792499,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Console\\Commands;\n\nuse Carbon\\Carbon;\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Console\\Command;\nuse InvalidArgumentException;\nuse Jiminny\\Jobs\\AutomatedReports\\RequestGenerateAskJiminnyReportJob;\nuse Jiminny\\Jobs\\AutomatedReports\\SendReportMailJob;\nuse Jiminny\\Jobs\\JobDispatcherInterface;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\AutomatedReportsRepository;\nuse Jiminny\\Services\\Activity\\CrmOwnerResolver;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\UserPilot\\UserPilotClient;\n\n/**\n * Class JiminnyDebugCommand\n *\n * @package Jiminny\\Console\\Commands\n */\nclass JiminnyDebugCommand extends Command\n{\n public const string FREQUENCY_DAILY = 'daily';\n public const string FREQUENCY_WEEKLY = 'weekly';\n public const string FREQUENCY_MONTHLY = 'monthly';\n public const string FREQUENCY_QUARTERLY = 'quarterly';\n public const string FREQUENCY_ONE_OFF = 'one_off';\n protected $signature = 'jiminny:debug';\n\n public function handle(\n JobDispatcherInterface $jobDispatcher,\n AutomatedReportsService $automatedReportsService,\n AutomatedReportsRepository $automatedReportsRepository,\n UserPilotClient $userPilotClient\n ): void {\n $this->rateLimit();\n exit(1);\n\n\n\n $report = AutomatedReport::find(71);\n $last = AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)\n ->whereDate('created_at', CarbonImmutable::now()->toDateString())\n ->latest()\n ->first();\n\n $this->info(\"Last: {$last->getId()}\");\n\n exit(1);\n\n $user = User::find(143);\n // $count = $automatedReportsRepository->countUserReports($user);\n // $this->info(\"Count: {$count}\");\n // $count = $automatedReportsRepository->countAllUserReports($user);\n // $this->info(\"All count: {$count}\");\n\n $payload = [\n 'report_type' => 'ask_jiminny',\n 'frequency' => 'weekly',\n ];\n $userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);\n\n exit(1);\n\n $now = Carbon::now()->subDay(1);\n $this->info(\"Now: {$now->toDateTimeString()}\");\n $weekStart = Carbon::getWeekStartsAt();\n $this->info(\"Now: {$weekStart}\");\n\n // $from = $now->copy()->previousWeekday()->startOfDay();\n // $to = $now->copy()->previousWeekday()->endOfDay();\n\n // $fromOld = $now->copy()->subWeeks(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subWeek()->startOfWeek();\n // $toNew = $now->copy()->subWeek()->endOfWeek();\n\n // $fromOld = $now->copy()->subMonths(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();\n // $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();\n\n $fromOld = $now->copy()->subMonths(3)->startOfDay();\n $toOld = $now->copy()->subDay()->endOfDay();\n $fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();\n $toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();\n\n $this->info(\"From old: {$fromOld->toDateTimeString()}\");\n $this->info(\"To old: {$toOld->toDateTimeString()}\");\n $this->info(\"From new: {$fromNew->toDateTimeString()}\");\n $this->info(\"To new: {$toNew->toDateTimeString()}\");\n\n exit(1);\n\n $report = AutomatedReport::find(71);\n\n $job = new RequestGenerateAskJiminnyReportJob($report->getUuid());\n $jobDispatcher->dispatch($job);\n\n exit(1);\n\n\n // $this->formatDate($jobDispatcher);\n // $this->sendMail($jobDispatcher, $automatedReportsService);\n // $this->crmService();\n\n $this->getPayload($automatedReportsService);\n\n exit(1);\n }\n\n\n\n private function crmService()\n {\n $activity = Activity::find(418141);\n\n $team = Team::find(19);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n $crmService->createTranscriptNotes($activity);\n }\n\n private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)\n {\n $reportUuid = '';\n // $report = $automatedReportsService->getReportResult($reportUuid);\n $report = AutomatedReportResult::find(275);\n $validRecipients = $automatedReportsService->getValidRecipientUsers(\n $report->getReport(),\n includeJiminny: true,\n );\n\n $recipient = $validRecipients[0];\n\n $fileName = $automatedReportsService->getReportFileName($report);\n $typeName = $report->getReport()->getCustomName()\n ?? $automatedReportsService->getReportTypeName($report);\n $teamsName = $automatedReportsService->getReportTeamsName($report);\n $periodName = $automatedReportsService->getReportPeriodName($report);\n $s3Path = $automatedReportsService->getMediaPath($report);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));\n\n $jobDispatcher->dispatch(\n new SendReportMailJob(\n reportUuid: $report->getUuid(),\n s3Path: $s3Path,\n recipientEmail: $recipient['email'],\n recipientName: $recipient['name'] ?? null,\n fileName: $fileName,\n typeName: $typeName,\n teamsName: $teamsName,\n periodName: $periodName,\n isAskJiminny: true,\n )\n );\n\n exit(1);\n }\n\n private function formatDate(JobDispatcherInterface $jobDispatcher): void\n {\n $customName = 'Custom report name';\n // $frequency = self::FREQUENCY_DAILY;\n // $frequency = self::FREQUENCY_WEEKLY;\n $frequency = self::FREQUENCY_MONTHLY;\n // $frequency = self::FREQUENCY_QUARTERLY;\n // $frequency = self::FREQUENCY_ONE_OFF;\n $period = $this->calculateFromAndToDatePeriod($frequency);\n $from = $period['fromDate'];\n $to = $period['toDate'];\n $periodName = $this->formatReportPeriodName($frequency, $from, $to);\n $filenameSuffix = null;\n\n if ($customName) {\n if ($filenameSuffix) {\n $customName .= \" {$filenameSuffix}\";\n }\n\n $result = $this->sanitizeFileName(\"{$customName} - {$periodName}\");\n }\n\n $this->info($result);\n }\n\n public function calculateFromAndToDatePeriod(\n string $frequency,\n ?Carbon $fromDate = null,\n ?Carbon $toDate = null\n ): array {\n if ($frequency === self::FREQUENCY_ONE_OFF) {\n return [\n 'fromDate' => $fromDate,\n 'toDate' => $toDate,\n ];\n }\n\n $now = Carbon::now();\n\n return match ($frequency) {\n self::FREQUENCY_DAILY => [\n 'fromDate' => $now->copy()->subDay()->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_WEEKLY => [\n 'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_MONTHLY => [\n 'fromDate' => $now->copy()->subMonths(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_QUARTERLY => [\n 'fromDate' => $now->copy()->subMonths(3)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n default => throw new InvalidArgumentException(\"Unsupported frequency: {$frequency}\"),\n };\n }\n\n private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string\n {\n $fromYear = $from->format('Y');\n $toYear = $to->format('Y');\n $differentYears = $fromYear !== $toYear;\n\n switch ($frequency) {\n case self::FREQUENCY_DAILY:\n return $from->format('j M Y');\n\n case self::FREQUENCY_QUARTERLY:\n // 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ\n $startMonth = $from->format('M');\n $endMonth = $to->copy()->subMonth();\n $endMonthName = $endMonth->format('M');\n $endMonthYear = $endMonth->format('Y');\n\n if ($differentYears) {\n return \"{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}\";\n }\n\n return \"{$startMonth} - {$endMonthName} {$toYear}\";\n\n case self::FREQUENCY_MONTHLY:\n // 'May 2025' - monthly reports are always within the same year\n return $from->format('M Y');\n\n case self::FREQUENCY_WEEKLY:\n // '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ\n $startDay = $from->format('j');\n $endDay = $to->format('j');\n $startMonth = $from->format('M');\n $endMonth = $to->format('M');\n\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n if ($startMonth !== $endMonth) {\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n return \"{$startDay} - {$endDay} {$endMonth} {$toYear}\";\n\n case self::FREQUENCY_ONE_OFF:\n // '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ\n $startDay = $from->format('j');\n $startMonth = $from->format('M');\n $endDay = $to->format('j');\n $endMonth = $to->format('M');\n\n // If same month and year, use a format like '2-31 May 2025'\n if ($startMonth === $endMonth && ! $differentYears) {\n return \"{$startDay} - {$endDay} {$startMonth} {$toYear}\";\n }\n\n // If different years, include both years\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n // Same year but different months\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n\n default:\n // Default format for unknown frequencies\n return $from->format('j M Y') . ' - ' . $to->format('j M Y');\n }\n }\n\n public function sanitizeFileName(string $fileName): string\n {\n return str_replace(['/', '\\\\'], '-', $fileName);\n }\n\n private function getPayload(AutomatedReportsService $automatedReportsService)\n {\n $reportResult = AutomatedReportResult::find(269);\n $automatedReport = $reportResult->getReport();\n $activityIds = [1,2,3];\n $payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(\n automatedReport: $automatedReport,\n reportResult: $reportResult,\n activityIds: $activityIds,\n );\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));\n }\n\n private function rateLimit()\n {\n $team = Team::find(2);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n for ($i = 0 ; $i < 10; $i++) {\n// if ($i % 25 === 0) {\n// $this->info(\"Syncing opportunity {$i}\");\n $this->info(\"Matching account {$i}\");\n// }\n// $crmService->syncOpportunity('374720564');\n $crmService->matchExactlyByEmail('Umbrella');\n }\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Console\\Commands;\n\nuse Carbon\\Carbon;\nuse Carbon\\CarbonImmutable;\nuse Illuminate\\Console\\Command;\nuse InvalidArgumentException;\nuse Jiminny\\Jobs\\AutomatedReports\\RequestGenerateAskJiminnyReportJob;\nuse Jiminny\\Jobs\\AutomatedReports\\SendReportMailJob;\nuse Jiminny\\Jobs\\JobDispatcherInterface;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\AutomatedReport;\nuse Jiminny\\Models\\AutomatedReportResult;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\AutomatedReportsRepository;\nuse Jiminny\\Services\\Activity\\CrmOwnerResolver;\nuse Jiminny\\Services\\Kiosk\\AutomatedReports\\AutomatedReportsService;\nuse Jiminny\\Services\\UserPilot\\UserPilotClient;\n\n/**\n * Class JiminnyDebugCommand\n *\n * @package Jiminny\\Console\\Commands\n */\nclass JiminnyDebugCommand extends Command\n{\n public const string FREQUENCY_DAILY = 'daily';\n public const string FREQUENCY_WEEKLY = 'weekly';\n public const string FREQUENCY_MONTHLY = 'monthly';\n public const string FREQUENCY_QUARTERLY = 'quarterly';\n public const string FREQUENCY_ONE_OFF = 'one_off';\n protected $signature = 'jiminny:debug';\n\n public function handle(\n JobDispatcherInterface $jobDispatcher,\n AutomatedReportsService $automatedReportsService,\n AutomatedReportsRepository $automatedReportsRepository,\n UserPilotClient $userPilotClient\n ): void {\n $this->rateLimit();\n exit(1);\n\n\n\n $report = AutomatedReport::find(71);\n $last = AutomatedReportResult::query()\n ->where('report_id', $report->getId())\n ->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])\n// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)\n ->whereDate('created_at', CarbonImmutable::now()->toDateString())\n ->latest()\n ->first();\n\n $this->info(\"Last: {$last->getId()}\");\n\n exit(1);\n\n $user = User::find(143);\n // $count = $automatedReportsRepository->countUserReports($user);\n // $this->info(\"Count: {$count}\");\n // $count = $automatedReportsRepository->countAllUserReports($user);\n // $this->info(\"All count: {$count}\");\n\n $payload = [\n 'report_type' => 'ask_jiminny',\n 'frequency' => 'weekly',\n ];\n $userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);\n\n exit(1);\n\n $now = Carbon::now()->subDay(1);\n $this->info(\"Now: {$now->toDateTimeString()}\");\n $weekStart = Carbon::getWeekStartsAt();\n $this->info(\"Now: {$weekStart}\");\n\n // $from = $now->copy()->previousWeekday()->startOfDay();\n // $to = $now->copy()->previousWeekday()->endOfDay();\n\n // $fromOld = $now->copy()->subWeeks(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subWeek()->startOfWeek();\n // $toNew = $now->copy()->subWeek()->endOfWeek();\n\n // $fromOld = $now->copy()->subMonths(1)->startOfDay();\n // $toOld = $now->copy()->subDay()->endOfDay();\n // $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();\n // $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();\n\n $fromOld = $now->copy()->subMonths(3)->startOfDay();\n $toOld = $now->copy()->subDay()->endOfDay();\n $fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();\n $toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();\n\n $this->info(\"From old: {$fromOld->toDateTimeString()}\");\n $this->info(\"To old: {$toOld->toDateTimeString()}\");\n $this->info(\"From new: {$fromNew->toDateTimeString()}\");\n $this->info(\"To new: {$toNew->toDateTimeString()}\");\n\n exit(1);\n\n $report = AutomatedReport::find(71);\n\n $job = new RequestGenerateAskJiminnyReportJob($report->getUuid());\n $jobDispatcher->dispatch($job);\n\n exit(1);\n\n\n // $this->formatDate($jobDispatcher);\n // $this->sendMail($jobDispatcher, $automatedReportsService);\n // $this->crmService();\n\n $this->getPayload($automatedReportsService);\n\n exit(1);\n }\n\n\n\n private function crmService()\n {\n $activity = Activity::find(418141);\n\n $team = Team::find(19);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n $crmService->createTranscriptNotes($activity);\n }\n\n private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)\n {\n $reportUuid = '';\n // $report = $automatedReportsService->getReportResult($reportUuid);\n $report = AutomatedReportResult::find(275);\n $validRecipients = $automatedReportsService->getValidRecipientUsers(\n $report->getReport(),\n includeJiminny: true,\n );\n\n $recipient = $validRecipients[0];\n\n $fileName = $automatedReportsService->getReportFileName($report);\n $typeName = $report->getReport()->getCustomName()\n ?? $automatedReportsService->getReportTypeName($report);\n $teamsName = $automatedReportsService->getReportTeamsName($report);\n $periodName = $automatedReportsService->getReportPeriodName($report);\n $s3Path = $automatedReportsService->getMediaPath($report);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));\n\n $jobDispatcher->dispatch(\n new SendReportMailJob(\n reportUuid: $report->getUuid(),\n s3Path: $s3Path,\n recipientEmail: $recipient['email'],\n recipientName: $recipient['name'] ?? null,\n fileName: $fileName,\n typeName: $typeName,\n teamsName: $teamsName,\n periodName: $periodName,\n isAskJiminny: true,\n )\n );\n\n exit(1);\n }\n\n private function formatDate(JobDispatcherInterface $jobDispatcher): void\n {\n $customName = 'Custom report name';\n // $frequency = self::FREQUENCY_DAILY;\n // $frequency = self::FREQUENCY_WEEKLY;\n $frequency = self::FREQUENCY_MONTHLY;\n // $frequency = self::FREQUENCY_QUARTERLY;\n // $frequency = self::FREQUENCY_ONE_OFF;\n $period = $this->calculateFromAndToDatePeriod($frequency);\n $from = $period['fromDate'];\n $to = $period['toDate'];\n $periodName = $this->formatReportPeriodName($frequency, $from, $to);\n $filenameSuffix = null;\n\n if ($customName) {\n if ($filenameSuffix) {\n $customName .= \" {$filenameSuffix}\";\n }\n\n $result = $this->sanitizeFileName(\"{$customName} - {$periodName}\");\n }\n\n $this->info($result);\n }\n\n public function calculateFromAndToDatePeriod(\n string $frequency,\n ?Carbon $fromDate = null,\n ?Carbon $toDate = null\n ): array {\n if ($frequency === self::FREQUENCY_ONE_OFF) {\n return [\n 'fromDate' => $fromDate,\n 'toDate' => $toDate,\n ];\n }\n\n $now = Carbon::now();\n\n return match ($frequency) {\n self::FREQUENCY_DAILY => [\n 'fromDate' => $now->copy()->subDay()->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_WEEKLY => [\n 'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_MONTHLY => [\n 'fromDate' => $now->copy()->subMonths(1)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n self::FREQUENCY_QUARTERLY => [\n 'fromDate' => $now->copy()->subMonths(3)->startOfDay(),\n 'toDate' => $now->copy()->subDay()->endOfDay(),\n ],\n default => throw new InvalidArgumentException(\"Unsupported frequency: {$frequency}\"),\n };\n }\n\n private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string\n {\n $fromYear = $from->format('Y');\n $toYear = $to->format('Y');\n $differentYears = $fromYear !== $toYear;\n\n switch ($frequency) {\n case self::FREQUENCY_DAILY:\n return $from->format('j M Y');\n\n case self::FREQUENCY_QUARTERLY:\n // 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ\n $startMonth = $from->format('M');\n $endMonth = $to->copy()->subMonth();\n $endMonthName = $endMonth->format('M');\n $endMonthYear = $endMonth->format('Y');\n\n if ($differentYears) {\n return \"{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}\";\n }\n\n return \"{$startMonth} - {$endMonthName} {$toYear}\";\n\n case self::FREQUENCY_MONTHLY:\n // 'May 2025' - monthly reports are always within the same year\n return $from->format('M Y');\n\n case self::FREQUENCY_WEEKLY:\n // '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ\n $startDay = $from->format('j');\n $endDay = $to->format('j');\n $startMonth = $from->format('M');\n $endMonth = $to->format('M');\n\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n if ($startMonth !== $endMonth) {\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n return \"{$startDay} - {$endDay} {$endMonth} {$toYear}\";\n\n case self::FREQUENCY_ONE_OFF:\n // '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ\n $startDay = $from->format('j');\n $startMonth = $from->format('M');\n $endDay = $to->format('j');\n $endMonth = $to->format('M');\n\n // If same month and year, use a format like '2-31 May 2025'\n if ($startMonth === $endMonth && ! $differentYears) {\n return \"{$startDay} - {$endDay} {$startMonth} {$toYear}\";\n }\n\n // If different years, include both years\n if ($differentYears) {\n return \"{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}\";\n }\n\n // Same year but different months\n return \"{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}\";\n\n default:\n // Default format for unknown frequencies\n return $from->format('j M Y') . ' - ' . $to->format('j M Y');\n }\n }\n\n public function sanitizeFileName(string $fileName): string\n {\n return str_replace(['/', '\\\\'], '-', $fileName);\n }\n\n private function getPayload(AutomatedReportsService $automatedReportsService)\n {\n $reportResult = AutomatedReportResult::find(269);\n $automatedReport = $reportResult->getReport();\n $activityIds = [1,2,3];\n $payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(\n automatedReport: $automatedReport,\n reportResult: $reportResult,\n activityIds: $activityIds,\n );\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));\n }\n\n private function rateLimit()\n {\n $team = Team::find(2);\n $config = $team->getCrmConfiguration();\n\n $crmResolver = app(CrmOwnerResolver::class, [\n 'team' => $team,\n 'integrationAdmin' => $team->getOwner(),\n 'providerSlug' => $config->getProviderName(),\n ]);\n\n $crmService = $crmResolver->prepareCrmService();\n\n for ($i = 0 ; $i < 10; $i++) {\n// if ($i % 25 === 0) {\n// $this->info(\"Syncing opportunity {$i}\");\n $this->info(\"Matching account {$i}\");\n// }\n// $crmService->syncOpportunity('374720564');\n $crmService->matchExactlyByEmail('Umbrella');\n }\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Umbrella Corp
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1212213464
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Umbrella Corp
2026-03-30 06:44:25
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Umbrella Corp
2019-02-01 15:39:53
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<?php
declare(strict_types=1);
namespace Jiminny\Console\Commands;
use Carbon\Carbon;
use Carbon\CarbonImmutable;
use Illuminate\Console\Command;
use InvalidArgumentException;
use Jiminny\Jobs\AutomatedReports\RequestGenerateAskJiminnyReportJob;
use Jiminny\Jobs\AutomatedReports\SendReportMailJob;
use Jiminny\Jobs\JobDispatcherInterface;
use Jiminny\Models\Activity;
use Jiminny\Models\AutomatedReport;
use Jiminny\Models\AutomatedReportResult;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Repositories\AutomatedReportsRepository;
use Jiminny\Services\Activity\CrmOwnerResolver;
use Jiminny\Services\Kiosk\AutomatedReports\AutomatedReportsService;
use Jiminny\Services\UserPilot\UserPilotClient;
/**
* Class JiminnyDebugCommand
*
* @package Jiminny\Console\Commands
*/
class JiminnyDebugCommand extends Command
{
public const string FREQUENCY_DAILY = 'daily';
public const string FREQUENCY_WEEKLY = 'weekly';
public const string FREQUENCY_MONTHLY = 'monthly';
public const string FREQUENCY_QUARTERLY = 'quarterly';
public const string FREQUENCY_ONE_OFF = 'one_off';
protected $signature = 'jiminny:debug';
public function handle(
JobDispatcherInterface $jobDispatcher,
AutomatedReportsService $automatedReportsService,
AutomatedReportsRepository $automatedReportsRepository,
UserPilotClient $userPilotClient
): void {
$this->rateLimit();
exit(1);
$report = AutomatedReport::find(71);
$last = AutomatedReportResult::query()
->where('report_id', $report->getId())
->whereIn('status', [AutomatedReportResult::STATUS_DEFAULT, AutomatedReportResult::STATUS_FAILED])
// ->where('reason', '!=', AutomatedReportResult::REASON_NOT_ENOUGH_ACTIVITIES)
->whereDate('created_at', CarbonImmutable::now()->toDateString())
->latest()
->first();
$this->info("Last: {$last->getId()}");
exit(1);
$user = User::find(143);
// $count = $automatedReportsRepository->countUserReports($user);
// $this->info("Count: {$count}");
// $count = $automatedReportsRepository->countAllUserReports($user);
// $this->info("All count: {$count}");
$payload = [
'report_type' => 'ask_jiminny',
'frequency' => 'weekly',
];
$userPilotClient->track($user, 'ask-jiminny-report-generated', $payload);
exit(1);
$now = Carbon::now()->subDay(1);
$this->info("Now: {$now->toDateTimeString()}");
$weekStart = Carbon::getWeekStartsAt();
$this->info("Now: {$weekStart}");
// $from = $now->copy()->previousWeekday()->startOfDay();
// $to = $now->copy()->previousWeekday()->endOfDay();
// $fromOld = $now->copy()->subWeeks(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subWeek()->startOfWeek();
// $toNew = $now->copy()->subWeek()->endOfWeek();
// $fromOld = $now->copy()->subMonths(1)->startOfDay();
// $toOld = $now->copy()->subDay()->endOfDay();
// $fromNew = $now->copy()->subMonthNoOverflow()->startOfMonth();
// $toNew = $now->copy()->subMonthNoOverflow()->endOfMonth();
$fromOld = $now->copy()->subMonths(3)->startOfDay();
$toOld = $now->copy()->subDay()->endOfDay();
$fromNew = $now->copy()->subQuarterNoOverflow()->startOfQuarter();
$toNew = $now->copy()->subQuarterNoOverflow()->endOfQuarter();
$this->info("From old: {$fromOld->toDateTimeString()}");
$this->info("To old: {$toOld->toDateTimeString()}");
$this->info("From new: {$fromNew->toDateTimeString()}");
$this->info("To new: {$toNew->toDateTimeString()}");
exit(1);
$report = AutomatedReport::find(71);
$job = new RequestGenerateAskJiminnyReportJob($report->getUuid());
$jobDispatcher->dispatch($job);
exit(1);
// $this->formatDate($jobDispatcher);
// $this->sendMail($jobDispatcher, $automatedReportsService);
// $this->crmService();
$this->getPayload($automatedReportsService);
exit(1);
}
private function crmService()
{
$activity = Activity::find(418141);
$team = Team::find(19);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
$crmService->createTranscriptNotes($activity);
}
private function sendMail(JobDispatcherInterface $jobDispatcher, AutomatedReportsService $automatedReportsService)
{
$reportUuid = '';
// $report = $automatedReportsService->getReportResult($reportUuid);
$report = AutomatedReportResult::find(275);
$validRecipients = $automatedReportsService->getValidRecipientUsers(
$report->getReport(),
includeJiminny: true,
);
$recipient = $validRecipients[0];
$fileName = $automatedReportsService->getReportFileName($report);
$typeName = $report->getReport()->getCustomName()
?? $automatedReportsService->getReportTypeName($report);
$teamsName = $automatedReportsService->getReportTeamsName($report);
$periodName = $automatedReportsService->getReportPeriodName($report);
$s3Path = $automatedReportsService->getMediaPath($report);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$fileName ' . PHP_EOL . print_r($fileName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$typeName ' . PHP_EOL . print_r($typeName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$teamsName ' . PHP_EOL . print_r($teamsName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$periodName ' . PHP_EOL . print_r($periodName, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$s3Path ' . PHP_EOL . print_r($s3Path, true));
$jobDispatcher->dispatch(
new SendReportMailJob(
reportUuid: $report->getUuid(),
s3Path: $s3Path,
recipientEmail: $recipient['email'],
recipientName: $recipient['name'] ?? null,
fileName: $fileName,
typeName: $typeName,
teamsName: $teamsName,
periodName: $periodName,
isAskJiminny: true,
)
);
exit(1);
}
private function formatDate(JobDispatcherInterface $jobDispatcher): void
{
$customName = 'Custom report name';
// $frequency = self::FREQUENCY_DAILY;
// $frequency = self::FREQUENCY_WEEKLY;
$frequency = self::FREQUENCY_MONTHLY;
// $frequency = self::FREQUENCY_QUARTERLY;
// $frequency = self::FREQUENCY_ONE_OFF;
$period = $this->calculateFromAndToDatePeriod($frequency);
$from = $period['fromDate'];
$to = $period['toDate'];
$periodName = $this->formatReportPeriodName($frequency, $from, $to);
$filenameSuffix = null;
if ($customName) {
if ($filenameSuffix) {
$customName .= " {$filenameSuffix}";
}
$result = $this->sanitizeFileName("{$customName} - {$periodName}");
}
$this->info($result);
}
public function calculateFromAndToDatePeriod(
string $frequency,
?Carbon $fromDate = null,
?Carbon $toDate = null
): array {
if ($frequency === self::FREQUENCY_ONE_OFF) {
return [
'fromDate' => $fromDate,
'toDate' => $toDate,
];
}
$now = Carbon::now();
return match ($frequency) {
self::FREQUENCY_DAILY => [
'fromDate' => $now->copy()->subDay()->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_WEEKLY => [
'fromDate' => $now->copy()->subWeeks(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_MONTHLY => [
'fromDate' => $now->copy()->subMonths(1)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
self::FREQUENCY_QUARTERLY => [
'fromDate' => $now->copy()->subMonths(3)->startOfDay(),
'toDate' => $now->copy()->subDay()->endOfDay(),
],
default => throw new InvalidArgumentException("Unsupported frequency: {$frequency}"),
};
}
private function formatReportPeriodName(string $frequency, Carbon $from, Carbon $to): string
{
$fromYear = $from->format('Y');
$toYear = $to->format('Y');
$differentYears = $fromYear !== $toYear;
switch ($frequency) {
case self::FREQUENCY_DAILY:
return $from->format('j M Y');
case self::FREQUENCY_QUARTERLY:
// 'Jan-Mar 2025' or 'Nov 2024-Jan 2025' if years differ
$startMonth = $from->format('M');
$endMonth = $to->copy()->subMonth();
$endMonthName = $endMonth->format('M');
$endMonthYear = $endMonth->format('Y');
if ($differentYears) {
return "{$startMonth} {$fromYear} - {$endMonthName} {$endMonthYear}";
}
return "{$startMonth} - {$endMonthName} {$toYear}";
case self::FREQUENCY_MONTHLY:
// 'May 2025' - monthly reports are always within the same year
return $from->format('M Y');
case self::FREQUENCY_WEEKLY:
// '4 - 8 Aug 2025', '27 Oct - 3 Nov 2025', or '28 Dec 2024 - 3 Jan 2025' if years differ
$startDay = $from->format('j');
$endDay = $to->format('j');
$startMonth = $from->format('M');
$endMonth = $to->format('M');
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
if ($startMonth !== $endMonth) {
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
}
return "{$startDay} - {$endDay} {$endMonth} {$toYear}";
case self::FREQUENCY_ONE_OFF:
// '2 May-31 May 2025' or '15 Dec 2024-15 Jan 2025' if years differ
$startDay = $from->format('j');
$startMonth = $from->format('M');
$endDay = $to->format('j');
$endMonth = $to->format('M');
// If same month and year, use a format like '2-31 May 2025'
if ($startMonth === $endMonth && ! $differentYears) {
return "{$startDay} - {$endDay} {$startMonth} {$toYear}";
}
// If different years, include both years
if ($differentYears) {
return "{$startDay} {$startMonth} {$fromYear} - {$endDay} {$endMonth} {$toYear}";
}
// Same year but different months
return "{$startDay} {$startMonth} - {$endDay} {$endMonth} {$toYear}";
default:
// Default format for unknown frequencies
return $from->format('j M Y') . ' - ' . $to->format('j M Y');
}
}
public function sanitizeFileName(string $fileName): string
{
return str_replace(['/', '\\'], '-', $fileName);
}
private function getPayload(AutomatedReportsService $automatedReportsService)
{
$reportResult = AutomatedReportResult::find(269);
$automatedReport = $reportResult->getReport();
$activityIds = [1,2,3];
$payload = $automatedReportsService->getAskJiminnyGenerateReportPayload(
automatedReport: $automatedReport,
reportResult: $reportResult,
activityIds: $activityIds,
);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$payload ' . PHP_EOL . print_r($payload, true));
}
private function rateLimit()
{
$team = Team::find(2);
$config = $team->getCrmConfiguration();
$crmResolver = app(CrmOwnerResolver::class, [
'team' => $team,
'integrationAdmin' => $team->getOwner(),
'providerSlug' => $config->getProviderName(),
]);
$crmService = $crmResolver->prepareCrmService();
for ($i = 0 ; $i < 10; $i++) {
// if ($i % 25 === 0) {
// $this->info("Syncing opportunity {$i}");
$this->info("Matching account {$i}");
// }
// $crmService->syncOpportunity('374720564');
$crmService->matchExactlyByEmail('Umbrella');
}
}
}
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JY-20725 add HS rate limit handling on activities JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app — Work...
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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Pipelines - jiminny/app
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
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[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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[JY-20773] User Pilot not receiving events on report generated - Jira
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JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
TypeError: League\Flysystem\Filesystem::has(): Argument #1 ($location) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218 — jiminny — app
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
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7 May 14:51 · PhpStorm / faVsco.js – Hubspot/Client.php
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Claude finished the response
You said: review the diff and give me your thoughts
You said: review the diff and give me your thoughts
1778244576295_CleanShot 2026-05-08 at [EMAIL]
review the diff and give me your thoughts
15:49
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Claude responded: A few observations from the diff:
Claude responded: A few observations from the diff:
Scrutinized refactoring trade-offs and flagged behavioral concerns
Scrutinized refactoring trade-offs and flagged behavioral concerns
A few observations from the diff:
The big one —
shouldSkipActivity
is gone entirely.
The old code had logic that, for non-deleted entities, checked
self::shouldSkipActivity($entityModel)
and if true, added the entity to
$documentsToDelete
(to evict any stale ES record) and skipped indexing. The new code has no equivalent. If skip-list activity types still exist anywhere in the system, two regressions are possible: (1) they'll now get indexed when they shouldn't, and (2) any historical ES records for them won't be cleaned up. Worth confirming the skip logic moved upstream — maybe into the query builder or an observer — and isn't just dropped on the floor. If it really is intentionally removed, the PR description should call that out loudly because it's a behavioral change, not a refactor.
chunkByIdDesc(...)
→
cursor()
is a meaningful change, not a cosmetic one.
You lose the DESC ordering. If anything downstream assumed newest-first processing (priority for recent changes, deduplication where the latest write wins, etc.), that contract is now broken silently.
chunkByIdDesc
re-queries per chunk with a
WHERE id < lastId
cursor — it's resilient to the table being mutated during iteration, and each chunk releases its connection.
cursor()
holds a single unbuffered result set open for the entire iteration. On a large table, with Sentry calls and ES writes in the loop, that connection can stay open for a long time. Depending on MySQL/Postgres settings and the connection pool, that's worth a thought.
Memory-wise
cursor()
is technically lighter (one row at a time vs. RDS_CHUNK_SIZE rows), so if memory was the motivation, that tracks — but the trade-offs above should be weighed.
whereNotNull('deleted_at')
→
isDeleted()
— these are not necessarily equivalent.
isDeleted()
is a model method and could include extra conditions (status flag, tombstone, etc.), or it could be exactly equivalent. If the model uses Laravel's SoftDeletes trait, the original query needed
withTrashed()
to even return soft-deleted rows; verify that's still the case here, otherwise the deleted branch will literally never execute and the cleanup comment becomes a lie.
Smaller stuff:
\Throwable
became
Throwable
— make sure
use Throwable;
was added at the top of the file, otherwise it'll fatal on the catch.
The block comment now lives inside the
if (isDeleted)
branch, which reads fine and is genuinely better documentation than the old code had. Nice touch.
The
try/catch
only wraps the update path, same as before — consistent, not a regression.
Collapsing two
foreach
passes into one with an if/else is a clear readability win.
Net:
the structural refactor is good, but I'd block-and-ask on two things before approving — where did
shouldSkipActivity
go, and was the DESC ordering actually unimportant? Both deserve an explicit answer in the PR description.
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You said: shouldSkipActivity is handled on different place.
You said: shouldSkipActivity is handled on different place.
shouldSkipActivity is handled on different place. What do you think about these comments A. The "Infinite Accumulation" Memory Leak
The primary goal of this refactor was memory optimization, but the implementation defeats its own purpose.
The Issue: The code iterates over the database cursor and manually unsets
$entityModel
to free memory. However, it simultaneously instantiates new
Document
objects and adds them to
$documentsToUpdate
(and IDs to
$documentsToDelete
).
The Bottleneck: These collections are not flushed or processed within the loop; they are accumulated and returned at the end of the method. If this script processes 500,000 records,
$documentsToUpdate
will hold 500,000 ElasticSearch
Document
objects in RAM at once, inevitably leading to an Out Of Memory (OOM) fatal error.
B. Laravel
cursor()
and N+1 Query Problems
Replacing
chunkByIdDesc()
with
cursor()
introduces a severe database performance risk.
The Issue: Laravel's
cursor()
executes a single query and uses a PHP generator to yield results one by one via a PDO cursor. Because it does not process models in batches,
cursor()
cannot eager-load relationships. * The Bottleneck: If
$entityModel->getIndexableAttributes()
relies on any database relationships (e.g., getting a user's company or tags), it will trigger an N+1 query. For 100,000 records, this will execute 100,001 database queries, absolutely hammering the database.
C. Long-Running PDO Connections
The Issue: Because
cursor()
keeps a single database connection open while iterating through the results, any network latency encountered inside the loop extends the transaction time.
The Bottleneck: If ElasticSearch
Document
instantiation or the Sentry API calls (on failure) take time, the PDO connection to the MariaDB database will remain open for an extended period, potentially leading to connection timeouts, blocked processes, or database lock exhaustion. and suggestions Use lazyById() instead of cursor(): * Laravel's lazyById(250) fetches records in chunks under the hood (allowing for eager loading of relations without N+1) but yields them as a flat generator to the foreach loop. This gives you the clean syntax of a generator with the safety of chunked eager loading. Dispatch to ElasticSearch Inside the Loop: * Do not wait until the end of the method to return massive collections. Keep a counter. When $documentsToUpdate reaches a certain threshold (e.g., 500 documents), dispatch them to ElasticSearch, empty the SimpleCollection, and continue the loop. Group Sentry Exceptions: Consider implementing a circuit breaker or batching error logs so that a sudden spike in formatting errors doesn't result in thousands of synchronous API calls to Sentry.
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Claude responded: Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others.
Claude responded: Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others.
Evaluated reviewer critiques, distinguished regressions from preexisting issues
Evaluated reviewer critiques, distinguished regressions from preexisting issues
Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others. Going through them:
**A — Infinite Accumulation: overstated and misattributed to this PR.** Look back at the old code: `
documentsToDelete` are captured by `use(...)` in the chunk callback and accumulated across all chunks, then returned. The new code does the exact same thing. Whatever the accumulation behavior of this method is, it's identical before and after the diff. The reviewer is calling out a pre-existing architectural choice as if the refactor introduced it. The bit about "manually unsetting `$entityModel`" also looks like it's referring to code that isn't actually in the diff — `cursor()` drops references between yields automatically; you don't need an explicit `unset`. So either the reviewer is describing code that exists elsewhere in the file/method, or they're imagining it. If the accumulation is genuinely a problem at production scale, that's a separate, valid conversation — but it's not a reason to reject *this* PR.
B — N+1 with cursor(): this is the real one.
The reviewer is correct that
cursor()
interacts badly with eager loading.
chunkByIdDesc()
properly batches eager-loaded relations per chunk;
cursor()
does not get the same treatment — relations specified via
->with()
won't be batch-loaded across the cursor's lifetime in the way you'd expect. So if
getIndexableAttributes()
touches
any
relationship (and on a Searchable model that's almost a given — companies, owners, tags, custom fields, whatever), you've just turned one query plus N batched relation queries into N+1 individual queries.
This is an actual regression introduced by this PR
, not a pre-existing issue. Worth taking seriously. The fix isn't to revert — it's
lazyById()
, which the reviewer correctly identifies.
C — Long-running PDO connection: correct, and it compounds with B.
Same point I raised earlier. With
cursor()
you hold an unbuffered result set open for the entire ES + Sentry duration. If B is also happening, you're holding the connection open
and
hammering the DB with relation queries through that same connection. On MariaDB with constrained connection pools this is a recipe for "why are background workers blocking user requests."
On the suggestions:
lazyById()
is the strongest recommendation and the one that actually solves the problem. It chunks under the hood (so eager loading works properly and the connection releases between chunks), but exposes a flat generator so the cleaner single-loop structure of the new code is preserved. Cost of the change is roughly one method name. If we were keeping the refactor, this is the move.
In-loop dispatch when the buffer hits a threshold is a real improvement but it's an architectural change beyond the scope of this PR — and as noted in (A), it's a pre-existing concern, not something this PR caused. Reasonable as a follow-up ticket; not reasonable as a blocker on this one.
Sentry batching / circuit-breaker is a nice-to-have. Sentry's SDK has its own client-side throttling and the calls are HTTP. In a runaway-failure scenario it can bog down the worker, sure, but I'd want to see evidence this has actually happened before complicating the error path.
Net:
the reviewer is right about the symptom (cursor is the wrong primitive here) but is bundling that valid critique with two pre-existing concerns dressed up as regressions. If I were responding to that review I'd write something like: "Good catch on the cursor → eager loading interaction; switching to
lazyById(250)
addresses both that and the open-connection concern. The accumulation and Sentry-rate concerns are real but predate this change — I'll open separate tickets for them rather than expand this PR's scope."
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You said: summarize the code review suggestion
You said: summarize the code review suggestion
summarize the code review suggestion
16:00
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Claude responded: Switch cursor() to lazyById(250).
Claude responded: Switch cursor() to lazyById(250).
Switch
cursor()
to
lazyById(250)
. It preserves the single-loop, generator-style code in the new version while restoring proper batched eager loading (avoiding N+1 on
getIndexableAttributes()
) and releasing the DB connection between chunks (avoiding long-held PDO connections during ES/Sentry calls).
The other two concerns raised by the reviewer — unbounded accumulation in
$documentsToUpdate
/
$documentsToDelete
, and synchronous Sentry calls on every failure — are valid but pre-date this PR and belong in separate tickets, not as blockers here.
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You said: ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250).
You said: ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250).
ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250). I am not sure I am fully clear on the issue I want to understnad it before suggesting the change
16:03
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Claude responded: Good instinct — let's actually understand what each one does at the SQL/PDO level, because the differences only make sense once you see the queries that actual…
Claude responded: Good instinct — let's actually understand what each one does at the SQL/PDO level, because the differences only make sense once you see the queries that actual…
Dissected three Laravel iteration methods and their memory, connection, and eager-loading implications
Dissected three Laravel iteration methods and their memory, connection, and eager-loading implications
Good instinct — let's actually understand what each one does at the SQL/PDO level, because the differences only make sense once you see the queries that actually hit the database.
cursor()
cursor()
Under the hood, this runs
one
query and uses PDO's unbuffered mode to stream results. On MySQL/MariaDB that means
PDO::MYSQL_ATTR_USE_BUFFERED_QUERY = false
. The driver tells the server "send me rows as I ask for them," and the server keeps the result set open server-side until you've consumed it all (or the connection drops).
What you get:
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sql
SELECT
*
FROM
activities
WHERE
.
.
.
ORDER
BY
id
;
-- ^ this query stays "active" on the connection for the entire foreach
PHP memory: only the current row's hydrated model is alive. Very low.
DB connection:
held open and busy for the entire iteration
. You cannot run another query on the same connection until you've drained the cursor (you'd get a "commands out of sync" error, or Laravel will quietly buffer the rest first, defeating the point).
The eager-loading gotcha.
Look at what
Eloquent\Builder::cursor()
actually does:
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php
return
$this
->
applyScopes
(
)
->
query
->
cursor
(
)
->
map
(
function
(
$record
)
{
$model
=
$this
->
newModelInstance
(
)
->
newFromBuilder
(
$record
)
;
if
(
count
(
$this
->
eagerLoad
)
>
0
)
{
$model
=
$this
->
eagerLoadRelations
(
[
$model
]
)
[
0
]
;
// <-- one model at a time
}
return
$model
;
}
)
;
When you write
Activity::with('owner', 'tags')->cursor()
, eager loading still runs — but it runs
per yielded model
, with
eagerLoadRelations([$singleModel])
. So for each row, you get an extra query per relation. That's the N+1. 100,000 rows with two relations = 300,001 queries, all stacked up against a connection that's already busy holding an unbuffered cursor open. This is the killer issue.
chunkByIdDesc(250, $callback)
chunkByIdDesc(250, $callback)
Runs
multiple
queries, one per chunk, each fully buffered:
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sql
-- chunk 1
SELECT
*
FROM
activities
WHERE
.
.
.
ORDER
BY
id
DESC
LIMIT
250
;
-- callback fires with a Collection of 250 models, you do your work, callback returns
-- chunk 2
SELECT
*
FROM
activities
WHERE
.
.
.
AND
id
<
{lastIdFromChunk1}
ORDER
BY
id
DESC
LIMIT
250
;
-- ...and so on until a chunk returns < 250 rows
PHP memory: one chunk's worth of models (250 hydrated entities) plus their eager-loaded relations. Bounded, predictable.
DB connection: each chunk is a normal buffered query — fires, returns, connection is free. Between chunks the connection can be reused for anything else.
Eager loading works properly.
Because the chunk is a real
Collection
of 250 models with all 250 IDs known up front, Laravel can do:
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sql
SELECT
*
FROM
users
WHERE
id
IN
(
1
,
2
,
3
,
.
.
.
,
250
)
;
-- one query, all owners
SELECT
*
FROM
tags
WHERE
activity_id
IN
(
1
,
.
.
.
,
250
)
;
-- one query, all tags
So instead of 250 + 500 individual relation queries per chunk, you get 1 + 2. Two orders of magnitude difference.
The "ById" part: stable cursor pagination using
WHERE id < lastId
instead of
LIMIT/OFFSET
. Resilient to inserts/deletes during iteration — regular
chunk()
would skip or duplicate rows in those cases.
The trade-off is the
ergonomics
: you're forced into a callback with a Collection, which is why the new code abandoned it for
cursor()
. Two foreach loops, awkward
use(...)
captures, no early returns.
lazyByIdDesc(250)
lazyByIdDesc(250)
This is where it gets nice.
lazyById()
is
chunkById()
wrapped in a generator. Same SQL behavior — multiple buffered queries, 250 rows each, ID-based cursor — but exposed as a
LazyCollection
you iterate one model at a time:
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php
foreach
(
$query
->
lazyByIdDesc
(
250
)
as
$entityModel
)
{
// looks like cursor(), behaves like chunkByIdDesc
}
Mechanically: under the hood it fetches a chunk, yields its 250 models one-by-one through the generator, and when the chunk is exhausted it fetches the next one. From your loop's perspective it's a flat stream of models. From the database's perspective it's a sequence of normal buffered queries with the connection released between them.
So you get:
The clean single-loop syntax of
cursor()
The proper batched eager loading of
chunkByIdDesc()
The connection-released-between-batches behavior of
chunkByIdDesc()
ID-stable iteration
The only "cost" vs.
cursor()
is that 250 models + their relations are in memory at any given moment instead of 1. That's typically a few MB, completely irrelevant compared to the...
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What do you think about these comments A. The \"Infinite Accumulation\" Memory Leak\nThe primary goal of this refactor was memory optimization, but the implementation defeats its own purpose.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The Issue: The code iterates over the database cursor and manually unsets","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"$entityModel","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"to free memory. 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This gives you the clean syntax of a generator with the safety of chunked eager loading. Dispatch to ElasticSearch Inside the Loop: * Do not wait until the end of the method to return massive collections. Keep a counter. When $documentsToUpdate reaches a certain threshold (e.g., 500 documents), dispatch them to ElasticSearch, empty the SimpleCollection, and continue the loop. Group Sentry Exceptions: Consider implementing a circuit breaker or batching error logs so that a sudden spike in formatting errors doesn't result in thousands of synchronous API calls to Sentry.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"15:55","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others.","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others.","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Evaluated reviewer critiques, distinguished regressions from preexisting issues","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Evaluated reviewer critiques, distinguished regressions from preexisting issues","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others. Going through them:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"**A — Infinite Accumulation: overstated and misattributed to this PR.** Look back at the old code: `","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"documentsToDelete` are captured by `use(...)` in the chunk callback and accumulated across all chunks, then returned. The new code does the exact same thing. Whatever the accumulation behavior of this method is, it's identical before and after the diff. The reviewer is calling out a pre-existing architectural choice as if the refactor introduced it. The bit about \"manually unsetting `$entityModel`\" also looks like it's referring to code that isn't actually in the diff — `cursor()` drops references between yields automatically; you don't need an explicit `unset`. So either the reviewer is describing code that exists elsewhere in the file/method, or they're imagining it. If the accumulation is genuinely a problem at production scale, that's a separate, valid conversation — but it's not a reason to reject *this* PR.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"B — N+1 with cursor(): this is the real one.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"The reviewer is correct that","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"interacts badly with eager loading.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"chunkByIdDesc()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"properly batches eager-loaded relations per chunk;","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"does not get the same treatment — relations specified via","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"->with()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"won't be batch-loaded across the cursor's lifetime in the way you'd expect. So if","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"getIndexableAttributes()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"touches","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"any","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"relationship (and on a Searchable model that's almost a given — companies, owners, tags, custom fields, whatever), you've just turned one query plus N batched relation queries into N+1 individual queries.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"This is an actual regression introduced by this PR","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", not a pre-existing issue. Worth taking seriously. The fix isn't to revert — it's","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lazyById()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", which the reviewer correctly identifies.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"C — Long-running PDO connection: correct, and it compounds with B.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Same point I raised earlier. With","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"you hold an unbuffered result set open for the entire ES + Sentry duration. If B is also happening, you're holding the connection open","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"hammering the DB with relation queries through that same connection. On MariaDB with constrained connection pools this is a recipe for \"why are background workers blocking user requests.\"","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"On the suggestions:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"lazyById()","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is the strongest recommendation and the one that actually solves the problem. It chunks under the hood (so eager loading works properly and the connection releases between chunks), but exposes a flat generator so the cleaner single-loop structure of the new code is preserved. Cost of the change is roughly one method name. If we were keeping the refactor, this is the move.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"In-loop dispatch when the buffer hits a threshold is a real improvement but it's an architectural change beyond the scope of this PR — and as noted in (A), it's a pre-existing concern, not something this PR caused. Reasonable as a follow-up ticket; not reasonable as a blocker on this one.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Sentry batching / circuit-breaker is a nice-to-have. Sentry's SDK has its own client-side throttling and the calls are HTTP. In a runaway-failure scenario it can bog down the worker, sure, but I'd want to see evidence this has actually happened before complicating the error path.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Net:","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"the reviewer is right about the symptom (cursor is the wrong primitive here) but is bundling that valid critique with two pre-existing concerns dressed up as regressions. If I were responding to that review I'd write something like: \"Good catch on the cursor → eager loading interaction; switching to","depth":25,"bounds":{"left":0.13164894,"top":0.019952115,"width":0.22972074,"height":0.032721467},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.14228724,"top":0.0,"width":0.0013297872,"height":0.015961692}},{"char_start":1,"char_count":299,"bounds":{"left":0.13164894,"top":0.0,"width":0.22972074,"height":0.074221864}}],"role_description":"text"},{"role":"AXStaticText","text":"lazyById(250)","depth":26,"bounds":{"left":0.19348404,"top":0.037509978,"width":0.03756649,"height":0.015163607},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.19381648,"top":0.03830806,"width":0.0029920214,"height":0.014365523}},{"char_start":1,"char_count":12,"bounds":{"left":0.19647606,"top":0.03830806,"width":0.034906916,"height":0.014365523}}],"role_description":"text"},{"role":"AXStaticText","text":"addresses both that and the open-connection concern. The accumulation and Sentry-rate concerns are real but predate this change — I'll open separate tickets for them rather than expand this PR's scope.\"","depth":25,"bounds":{"left":0.13164894,"top":0.03671189,"width":0.22174202,"height":0.054269753},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.23238032,"top":0.03671189,"width":0.0013297872,"height":0.016759777}},{"char_start":1,"char_count":201,"bounds":{"left":0.13164894,"top":0.03671189,"width":0.22174202,"height":0.055067837}}],"role_description":"text"},{"role":"AXButton","text":"Copy","depth":22,"bounds":{"left":0.12898937,"top":0.10215483,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give positive feedback","depth":22,"bounds":{"left":0.13962767,"top":0.10215483,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give negative feedback","depth":22,"bounds":{"left":0.15026596,"top":0.10215483,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Retry","depth":22,"bounds":{"left":0.16090426,"top":0.10215483,"width":0.010638298,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"You said: summarize the code review suggestion","depth":20,"bounds":{"left":0.12865691,"top":0.14604948,"width":0.0003324468,"height":0.0007980846},"on_screen":true,"role_description":"heading"},{"role":"AXStaticText","text":"You said: summarize the code review suggestion","depth":21,"bounds":{"left":0.12865691,"top":0.14604948,"width":0.0003324468,"height":0.0007980846},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.12865691,"top":0.14764565,"width":0.0029920214,"height":0.016759777}},{"char_start":1,"char_count":45,"bounds":{"left":0.13164894,"top":0.14764565,"width":0.11668883,"height":0.016759777}}],"role_description":"text"},{"role":"AXStaticText","text":"summarize the code review suggestion","depth":24,"bounds":{"left":0.27194148,"top":0.15722266,"width":0.096409574,"height":0.015961692},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.27194148,"top":0.15722266,"width":0.0026595744,"height":0.016759777}},{"char_start":1,"char_count":35,"bounds":{"left":0.27460107,"top":0.15722266,"width":0.094082445,"height":0.016759777}}],"role_description":"text"},{"role":"AXStaticText","text":"16:00","depth":22,"bounds":{"left":0.32945478,"top":0.19393456,"width":0.009640957,"height":0.011971269},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.32945478,"top":0.19393456,"width":0.0016622341,"height":0.012769354}},{"char_start":1,"char_count":4,"bounds":{"left":0.33111703,"top":0.19393456,"width":0.007978723,"height":0.012769354}}],"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"bounds":{"left":0.34175533,"top":0.1867518,"width":0.010638298,"height":0.026336791},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"bounds":{"left":0.35239363,"top":0.1867518,"width":0.010638298,"height":0.026336791},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"bounds":{"left":0.36303192,"top":0.1867518,"width":0.010638298,"height":0.026336791},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude 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lazyById(250).","depth":22,"bounds":{"left":0.12865691,"top":0.21548285,"width":0.1306516,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Switch","depth":23,"bounds":{"left":0.13164894,"top":0.21707901,"width":0.017952127,"height":0.016759777},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.13164894,"top":0.21787709,"width":0.0033244682,"height":0.015961692}},{"char_start":1,"char_count":5,"bounds":{"left":0.1349734,"top":0.21787709,"width":0.013630319,"height":0.015961692}}],"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":24,"bounds":{"left":0.15093085,"top":0.21867518,"width":0.023271276,"height":0.014365523},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.1512633,"top":0.21867518,"width":0.0026595744,"height":0.015163607}},{"char_start":1,"char_count":7,"bounds":{"left":0.15392287,"top":0.21867518,"width":0.020279255,"height":0.015163607}}],"role_description":"text"},{"role":"AXStaticText","text":"to","depth":23,"bounds":{"left":0.17553191,"top":0.21707901,"width":0.006981383,"height":0.016759777},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.17553191,"top":0.21787709,"width":0.0013297872,"height":0.015961692}},{"char_start":1,"char_count":1,"bounds":{"left":0.17652926,"top":0.21787709,"width":0.0023271276,"height":0.015961692}}],"role_description":"text"},{"role":"AXStaticText","text":"lazyById(250)","depth":24,"bounds":{"left":0.18384309,"top":0.21867518,"width":0.03756649,"height":0.014365523},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.18417554,"top":0.21867518,"width":0.0029920214,"height":0.015163607}},{"char_start":1,"char_count":12,"bounds":{"left":0.18683511,"top":0.21867518,"width":0.034906916,"height":0.015163607}}],"role_description":"text"},{"role":"AXStaticText","text":". It preserves the single-loop, generator-style code in the new version while restoring proper batched eager loading (avoiding N+1 on","depth":23,"bounds":{"left":0.13164894,"top":0.21707901,"width":0.2287234,"height":0.035913806},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.22307181,"top":0.21787709,"width":0.0013297872,"height":0.015961692}},{"char_start":1,"char_count":132,"bounds":{"left":0.13164894,"top":0.21787709,"width":0.2287234,"height":0.035115723}}],"role_description":"text"},{"role":"AXStaticText","text":"getIndexableAttributes()","depth":24,"bounds":{"left":0.13297872,"top":0.25698325,"width":0.069148935,"height":0.014365523},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.13331117,"top":0.25698325,"width":0.0026595744,"height":0.015163607}},{"char_start":1,"char_count":23,"bounds":{"left":0.13597074,"top":0.25698325,"width":0.06615692,"height":0.015163607}}],"role_description":"text"},{"role":"AXStaticText","text":") and releasing the DB connection between chunks (avoiding long-held PDO connections during ES/Sentry 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and synchronous Sentry calls on every failure — are valid but pre-date this PR and belong in separate tickets, not as blockers here.","depth":23,"bounds":{"left":0.13164894,"top":0.32242617,"width":0.22739361,"height":0.035913806},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.2450133,"top":0.32322428,"width":0.0013297872,"height":0.015961692}},{"char_start":1,"char_count":133,"bounds":{"left":0.13164894,"top":0.32322428,"width":0.22739361,"height":0.035115723}}],"role_description":"text"},{"role":"AXButton","text":"Copy","depth":22,"bounds":{"left":0.12898937,"top":0.36871508,"width":0.010638298,"height":0.026336791},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give positive 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lazyById(250).","depth":20,"bounds":{"left":0.12865691,"top":0.41260973,"width":0.0003324468,"height":0.0015961692},"on_screen":true,"role_description":"heading"},{"role":"AXStaticText","text":"You said: ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250).","depth":21,"bounds":{"left":0.12865691,"top":0.41340783,"width":0.0003324468,"height":0.0007980846},"on_screen":true,"lines":[{"char_start":0,"char_count":1,"bounds":{"left":0.12865691,"top":0.415004,"width":0.0029920214,"height":0.015961692}},{"char_start":1,"char_count":81,"bounds":{"left":0.13164894,"top":0.415004,"width":0.20345744,"height":0.015961692}}],"role_description":"text"},{"role":"AXStaticText","text":"ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250). I am not sure I am fully clear on the issue I want to understnad it before suggesting the 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one query, all tags","depth":27,"bounds":{"left":0.28756648,"top":0.9992019,"width":0.061502658,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"So instead of 250 + 500 individual relation queries per chunk, you get 1 + 2. Two orders of magnitude difference.","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.21609043,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The \"ById\" part: stable cursor pagination using","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.115359046,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"WHERE id < lastId","depth":26,"bounds":{"left":0.24833776,"top":0.9992019,"width":0.04886968,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"instead of","depth":25,"bounds":{"left":0.29853722,"top":0.9992019,"width":0.025598405,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"LIMIT/OFFSET","depth":26,"bounds":{"left":0.13297872,"top":0.9992019,"width":0.034574468,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":". Resilient to inserts/deletes during iteration — regular","depth":25,"bounds":{"left":0.16888298,"top":0.9992019,"width":0.13364361,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"chunk()","depth":26,"bounds":{"left":0.30385637,"top":0.9992019,"width":0.020279255,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"would skip or duplicate rows in those cases.","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.22805852,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The trade-off is the","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.047872342,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"ergonomics","depth":26,"bounds":{"left":0.17952128,"top":0.9992019,"width":0.03025266,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":": you're forced into a callback with a Collection, which is why the new code abandoned it for","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.22573139,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":26,"bounds":{"left":0.2081117,"top":0.9992019,"width":0.023271276,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":". Two foreach loops, awkward","depth":25,"bounds":{"left":0.23271276,"top":0.9992019,"width":0.0731383,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"use(...)","depth":26,"bounds":{"left":0.30718085,"top":0.9992019,"width":0.022938829,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"captures, no early returns.","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.23105054,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXHeading","text":"lazyByIdDesc(250)","depth":24,"bounds":{"left":0.12898937,"top":0.9992019,"width":0.24468085,"height":0.0007980846},"on_screen":true,"role_description":"heading"},{"role":"AXStaticText","text":"lazyByIdDesc(250)","depth":26,"bounds":{"left":0.13297872,"top":0.9992019,"width":0.04886968,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"This is where it gets nice.","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.06216755,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"lazyById()","depth":26,"bounds":{"left":0.19514628,"top":0.9992019,"width":0.028922873,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"is","depth":25,"bounds":{"left":0.22539894,"top":0.9992019,"width":0.0063164895,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"chunkById()","depth":26,"bounds":{"left":0.2330452,"top":0.9992019,"width":0.03158245,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"wrapped in a generator. Same SQL behavior — multiple buffered queries, 250 rows each, ID-based cursor — but exposed as a","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.22041224,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"LazyCollection","depth":26,"bounds":{"left":0.13297872,"top":0.9992019,"width":0.040226065,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"you iterate one model at a time:","depth":25,"bounds":{"left":0.17453457,"top":0.9992019,"width":0.0774601,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"bounds":{"left":0.36037233,"top":0.9992019,"width":0.010638298,"height":0.0007980846},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"php","depth":26,"bounds":{"left":0.13364361,"top":0.9992019,"width":0.0076462766,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"foreach","depth":27,"bounds":{"left":0.13364361,"top":0.9992019,"width":0.019614361,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"bounds":{"left":0.15325798,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":27,"bounds":{"left":0.15591756,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"$query","depth":27,"bounds":{"left":0.15890957,"top":0.9992019,"width":0.016954787,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"->","depth":27,"bounds":{"left":0.17553191,"top":0.9992019,"width":0.0056515955,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"lazyByIdDesc","depth":27,"bounds":{"left":0.18118352,"top":0.9992019,"width":0.03357713,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"(","depth":27,"bounds":{"left":0.21476063,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"250","depth":27,"bounds":{"left":0.2174202,"top":0.9992019,"width":0.008643617,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":")","depth":27,"bounds":{"left":0.22573139,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"bounds":{"left":0.2287234,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"as","depth":27,"bounds":{"left":0.23138298,"top":0.9992019,"width":0.0056515955,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"bounds":{"left":0.23703457,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"$entityModel","depth":27,"bounds":{"left":0.23969415,"top":0.9992019,"width":0.033909574,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":")","depth":27,"bounds":{"left":0.27360374,"top":0.9992019,"width":0.0026595744,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"bounds":{"left":0.2762633,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"{","depth":27,"bounds":{"left":0.2789229,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"bounds":{"left":0.13364361,"top":0.9992019,"width":0.011303191,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"// looks like cursor(), behaves like chunkByIdDesc","depth":27,"bounds":{"left":0.14494681,"top":0.9992019,"width":0.13996011,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"}","depth":27,"bounds":{"left":0.13364361,"top":0.9992019,"width":0.0029920214,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Mechanically: under the hood it fetches a chunk, yields its 250 models one-by-one through the generator, and when the chunk is exhausted it fetches the next one. From your loop's perspective it's a flat stream of models. From the database's perspective it's a sequence of normal buffered queries with the connection released between them.","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.23105054,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"So you get:","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.026928192,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The clean single-loop syntax of","depth":26,"bounds":{"left":0.14228724,"top":0.9992019,"width":0.0774601,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":27,"bounds":{"left":0.22107713,"top":0.9992019,"width":0.023271276,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The proper batched eager loading of","depth":26,"bounds":{"left":0.14228724,"top":0.9992019,"width":0.08976064,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"chunkByIdDesc()","depth":27,"bounds":{"left":0.23337767,"top":0.9992019,"width":0.043550532,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The connection-released-between-batches behavior of","depth":26,"bounds":{"left":0.14228724,"top":0.9992019,"width":0.1356383,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"chunkByIdDesc()","depth":27,"bounds":{"left":0.27925533,"top":0.9992019,"width":0.043218084,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"ID-stable iteration","depth":26,"bounds":{"left":0.14228724,"top":0.9992019,"width":0.04488032,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"The only \"cost\" vs.","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.045877658,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"cursor()","depth":26,"bounds":{"left":0.17885639,"top":0.9992019,"width":0.022938829,"height":0.0007980846},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"is that 250 models + their relations are in memory at any given moment instead of 1. That's typically a few MB, completely irrelevant compared to the","depth":25,"bounds":{"left":0.13164894,"top":0.9992019,"width":0.2244016,"height":0.0007980846},"on_screen":true,"role_description":"text"}]...
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Claude finished the response
You said: review the diff and give me your thoughts
You said: review the diff and give me your thoughts
1778244576295_CleanShot 2026-05-08 at [EMAIL]
review the diff and give me your thoughts
15:49
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Claude responded: A few observations from the diff:
Claude responded: A few observations from the diff:
Scrutinized refactoring trade-offs and flagged behavioral concerns
Scrutinized refactoring trade-offs and flagged behavioral concerns
A few observations from the diff:
The big one —
shouldSkipActivity
is gone entirely.
The old code had logic that, for non-deleted entities, checked
self::shouldSkipActivity($entityModel)
and if true, added the entity to
$documentsToDelete
(to evict any stale ES record) and skipped indexing. The new code has no equivalent. If skip-list activity types still exist anywhere in the system, two regressions are possible: (1) they'll now get indexed when they shouldn't, and (2) any historical ES records for them won't be cleaned up. Worth confirming the skip logic moved upstream — maybe into the query builder or an observer — and isn't just dropped on the floor. If it really is intentionally removed, the PR description should call that out loudly because it's a behavioral change, not a refactor.
chunkByIdDesc(...)
→
cursor()
is a meaningful change, not a cosmetic one.
You lose the DESC ordering. If anything downstream assumed newest-first processing (priority for recent changes, deduplication where the latest write wins, etc.), that contract is now broken silently.
chunkByIdDesc
re-queries per chunk with a
WHERE id < lastId
cursor — it's resilient to the table being mutated during iteration, and each chunk releases its connection.
cursor()
holds a single unbuffered result set open for the entire iteration. On a large table, with Sentry calls and ES writes in the loop, that connection can stay open for a long time. Depending on MySQL/Postgres settings and the connection pool, that's worth a thought.
Memory-wise
cursor()
is technically lighter (one row at a time vs. RDS_CHUNK_SIZE rows), so if memory was the motivation, that tracks — but the trade-offs above should be weighed.
whereNotNull('deleted_at')
→
isDeleted()
— these are not necessarily equivalent.
isDeleted()
is a model method and could include extra conditions (status flag, tombstone, etc.), or it could be exactly equivalent. If the model uses Laravel's SoftDeletes trait, the original query needed
withTrashed()
to even return soft-deleted rows; verify that's still the case here, otherwise the deleted branch will literally never execute and the cleanup comment becomes a lie.
Smaller stuff:
\Throwable
became
Throwable
— make sure
use Throwable;
was added at the top of the file, otherwise it'll fatal on the catch.
The block comment now lives inside the
if (isDeleted)
branch, which reads fine and is genuinely better documentation than the old code had. Nice touch.
The
try/catch
only wraps the update path, same as before — consistent, not a regression.
Collapsing two
foreach
passes into one with an if/else is a clear readability win.
Net:
the structural refactor is good, but I'd block-and-ask on two things before approving — where did
shouldSkipActivity
go, and was the DESC ordering actually unimportant? Both deserve an explicit answer in the PR description.
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You said: shouldSkipActivity is handled on different place.
You said: shouldSkipActivity is handled on different place.
shouldSkipActivity is handled on different place. What do you think about these comments A. The "Infinite Accumulation" Memory Leak
The primary goal of this refactor was memory optimization, but the implementation defeats its own purpose.
The Issue: The code iterates over the database cursor and manually unsets
$entityModel
to free memory. However, it simultaneously instantiates new
Document
objects and adds them to
$documentsToUpdate
(and IDs to
$documentsToDelete
).
The Bottleneck: These collections are not flushed or processed within the loop; they are accumulated and returned at the end of the method. If this script processes 500,000 records,
$documentsToUpdate
will hold 500,000 ElasticSearch
Document
objects in RAM at once, inevitably leading to an Out Of Memory (OOM) fatal error.
B. Laravel
cursor()
and N+1 Query Problems
Replacing
chunkByIdDesc()
with
cursor()
introduces a severe database performance risk.
The Issue: Laravel's
cursor()
executes a single query and uses a PHP generator to yield results one by one via a PDO cursor. Because it does not process models in batches,
cursor()
cannot eager-load relationships. * The Bottleneck: If
$entityModel->getIndexableAttributes()
relies on any database relationships (e.g., getting a user's company or tags), it will trigger an N+1 query. For 100,000 records, this will execute 100,001 database queries, absolutely hammering the database.
C. Long-Running PDO Connections
The Issue: Because
cursor()
keeps a single database connection open while iterating through the results, any network latency encountered inside the loop extends the transaction time.
The Bottleneck: If ElasticSearch
Document
instantiation or the Sentry API calls (on failure) take time, the PDO connection to the MariaDB database will remain open for an extended period, potentially leading to connection timeouts, blocked processes, or database lock exhaustion. and suggestions Use lazyById() instead of cursor(): * Laravel's lazyById(250) fetches records in chunks under the hood (allowing for eager loading of relations without N+1) but yields them as a flat generator to the foreach loop. This gives you the clean syntax of a generator with the safety of chunked eager loading. Dispatch to ElasticSearch Inside the Loop: * Do not wait until the end of the method to return massive collections. Keep a counter. When $documentsToUpdate reaches a certain threshold (e.g., 500 documents), dispatch them to ElasticSearch, empty the SimpleCollection, and continue the loop. Group Sentry Exceptions: Consider implementing a circuit breaker or batching error logs so that a sudden spike in formatting errors doesn't result in thousands of synchronous API calls to Sentry.
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Claude responded: Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others.
Claude responded: Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others.
Evaluated reviewer critiques, distinguished regressions from preexisting issues
Evaluated reviewer critiques, distinguished regressions from preexisting issues
Mostly thoughtful but the framing on (A) is wrong, and there's a real point being made on (B) that deserves more weight than the others. Going through them:
**A — Infinite Accumulation: overstated and misattributed to this PR.** Look back at the old code: `
documentsToDelete` are captured by `use(...)` in the chunk callback and accumulated across all chunks, then returned. The new code does the exact same thing. Whatever the accumulation behavior of this method is, it's identical before and after the diff. The reviewer is calling out a pre-existing architectural choice as if the refactor introduced it. The bit about "manually unsetting `$entityModel`" also looks like it's referring to code that isn't actually in the diff — `cursor()` drops references between yields automatically; you don't need an explicit `unset`. So either the reviewer is describing code that exists elsewhere in the file/method, or they're imagining it. If the accumulation is genuinely a problem at production scale, that's a separate, valid conversation — but it's not a reason to reject *this* PR.
B — N+1 with cursor(): this is the real one.
The reviewer is correct that
cursor()
interacts badly with eager loading.
chunkByIdDesc()
properly batches eager-loaded relations per chunk;
cursor()
does not get the same treatment — relations specified via
->with()
won't be batch-loaded across the cursor's lifetime in the way you'd expect. So if
getIndexableAttributes()
touches
any
relationship (and on a Searchable model that's almost a given — companies, owners, tags, custom fields, whatever), you've just turned one query plus N batched relation queries into N+1 individual queries.
This is an actual regression introduced by this PR
, not a pre-existing issue. Worth taking seriously. The fix isn't to revert — it's
lazyById()
, which the reviewer correctly identifies.
C — Long-running PDO connection: correct, and it compounds with B.
Same point I raised earlier. With
cursor()
you hold an unbuffered result set open for the entire ES + Sentry duration. If B is also happening, you're holding the connection open
and
hammering the DB with relation queries through that same connection. On MariaDB with constrained connection pools this is a recipe for "why are background workers blocking user requests."
On the suggestions:
lazyById()
is the strongest recommendation and the one that actually solves the problem. It chunks under the hood (so eager loading works properly and the connection releases between chunks), but exposes a flat generator so the cleaner single-loop structure of the new code is preserved. Cost of the change is roughly one method name. If we were keeping the refactor, this is the move.
In-loop dispatch when the buffer hits a threshold is a real improvement but it's an architectural change beyond the scope of this PR — and as noted in (A), it's a pre-existing concern, not something this PR caused. Reasonable as a follow-up ticket; not reasonable as a blocker on this one.
Sentry batching / circuit-breaker is a nice-to-have. Sentry's SDK has its own client-side throttling and the calls are HTTP. In a runaway-failure scenario it can bog down the worker, sure, but I'd want to see evidence this has actually happened before complicating the error path.
Net:
the reviewer is right about the symptom (cursor is the wrong primitive here) but is bundling that valid critique with two pre-existing concerns dressed up as regressions. If I were responding to that review I'd write something like: "Good catch on the cursor → eager loading interaction; switching to
lazyById(250)
addresses both that and the open-connection concern. The accumulation and Sentry-rate concerns are real but predate this change — I'll open separate tickets for them rather than expand this PR's scope."
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You said: summarize the code review suggestion
You said: summarize the code review suggestion
summarize the code review suggestion
16:00
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Claude responded: Switch cursor() to lazyById(250).
Claude responded: Switch cursor() to lazyById(250).
Switch
cursor()
to
lazyById(250)
. It preserves the single-loop, generator-style code in the new version while restoring proper batched eager loading (avoiding N+1 on
getIndexableAttributes()
) and releasing the DB connection between chunks (avoiding long-held PDO connections during ES/Sentry calls).
The other two concerns raised by the reviewer — unbounded accumulation in
$documentsToUpdate
/
$documentsToDelete
, and synchronous Sentry calls on every failure — are valid but pre-date this PR and belong in separate tickets, not as blockers here.
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You said: ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250).
You said: ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250).
ok lets fully understand chunkByIdDesc(250), cursor() and lazyById(250). I am not sure I am fully clear on the issue I want to understnad it before suggesting the change
16:03
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Claude responded: Good instinct — let's actually understand what each one does at the SQL/PDO level, because the differences only make sense once you see the queries that actual…
Claude responded: Good instinct — let's actually understand what each one does at the SQL/PDO level, because the differences only make sense once you see the queries that actual…
Dissected three Laravel iteration methods and their memory, connection, and eager-loading implications
Dissected three Laravel iteration methods and their memory, connection, and eager-loading implications
Good instinct — let's actually understand what each one does at the SQL/PDO level, because the differences only make sense once you see the queries that actually hit the database.
cursor()
cursor()
Under the hood, this runs
one
query and uses PDO's unbuffered mode to stream results. On MySQL/MariaDB that means
PDO::MYSQL_ATTR_USE_BUFFERED_QUERY = false
. The driver tells the server "send me rows as I ask for them," and the server keeps the result set open server-side until you've consumed it all (or the connection drops).
What you get:
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sql
SELECT
*
FROM
activities
WHERE
.
.
.
ORDER
BY
id
;
-- ^ this query stays "active" on the connection for the entire foreach
PHP memory: only the current row's hydrated model is alive. Very low.
DB connection:
held open and busy for the entire iteration
. You cannot run another query on the same connection until you've drained the cursor (you'd get a "commands out of sync" error, or Laravel will quietly buffer the rest first, defeating the point).
The eager-loading gotcha.
Look at what
Eloquent\Builder::cursor()
actually does:
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php
return
$this
->
applyScopes
(
)
->
query
->
cursor
(
)
->
map
(
function
(
$record
)
{
$model
=
$this
->
newModelInstance
(
)
->
newFromBuilder
(
$record
)
;
if
(
count
(
$this
->
eagerLoad
)
>
0
)
{
$model
=
$this
->
eagerLoadRelations
(
[
$model
]
)
[
0
]
;
// <-- one model at a time
}
return
$model
;
}
)
;
When you write
Activity::with('owner', 'tags')->cursor()
, eager loading still runs — but it runs
per yielded model
, with
eagerLoadRelations([$singleModel])
. So for each row, you get an extra query per relation. That's the N+1. 100,000 rows with two relations = 300,001 queries, all stacked up against a connection that's already busy holding an unbuffered cursor open. This is the killer issue.
chunkByIdDesc(250, $callback)
chunkByIdDesc(250, $callback)
Runs
multiple
queries, one per chunk, each fully buffered:
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sql
-- chunk 1
SELECT
*
FROM
activities
WHERE
.
.
.
ORDER
BY
id
DESC
LIMIT
250
;
-- callback fires with a Collection of 250 models, you do your work, callback returns
-- chunk 2
SELECT
*
FROM
activities
WHERE
.
.
.
AND
id
<
{lastIdFromChunk1}
ORDER
BY
id
DESC
LIMIT
250
;
-- ...and so on until a chunk returns < 250 rows
PHP memory: one chunk's worth of models (250 hydrated entities) plus their eager-loaded relations. Bounded, predictable.
DB connection: each chunk is a normal buffered query — fires, returns, connection is free. Between chunks the connection can be reused for anything else.
Eager loading works properly.
Because the chunk is a real
Collection
of 250 models with all 250 IDs known up front, Laravel can do:
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sql
SELECT
*
FROM
users
WHERE
id
IN
(
1
,
2
,
3
,
.
.
.
,
250
)
;
-- one query, all owners
SELECT
*
FROM
tags
WHERE
activity_id
IN
(
1
,
.
.
.
,
250
)
;
-- one query, all tags
So instead of 250 + 500 individual relation queries per chunk, you get 1 + 2. Two orders of magnitude difference.
The "ById" part: stable cursor pagination using
WHERE id < lastId
instead of
LIMIT/OFFSET
. Resilient to inserts/deletes during iteration — regular
chunk()
would skip or duplicate rows in those cases.
The trade-off is the
ergonomics
: you're forced into a callback with a Collection, which is why the new code abandoned it for
cursor()
. Two foreach loops, awkward
use(...)
captures, no early returns.
lazyByIdDesc(250)
lazyByIdDesc(250)
This is where it gets nice.
lazyById()
is
chunkById()
wrapped in a generator. Same SQL behavior — multiple buffered queries, 250 rows each, ID-based cursor — but exposed as a
LazyCollection
you iterate one model at a time:
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php
foreach
(
$query
->
lazyByIdDesc
(
250
)
as
$entityModel
)
{
// looks like cursor(), behaves like chunkByIdDesc
}
Mechanically: under the hood it fetches a chunk, yields its 250 models one-by-one through the generator, and when the chunk is exhausted it fetches the next one. From your loop's perspective it's a flat stream of models. From the database's perspective it's a sequence of normal buffered queries with the connection released between them.
So you get:
The clean single-loop syntax of
cursor()
The proper batched eager loading of
chunkByIdDesc()
The connection-released-between-batches behavior of
chunkByIdDesc()
ID-stable iteration
The only "cost" vs.
cursor()
is that 250 models + their relations are in memory at any given moment instead of 1. That's typically a few MB, completely irrelevant compared to the...
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New Tab
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Screenpipe — Archive
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Information","depth":9,"bounds":{"left":0.7844083,"top":0.7609737,"width":0.033909574,"height":0.010774142},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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New Tab
New Tab
Screenpipe — Archive
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Screenpipe [archive.db · 12323.6MB]
Screenpipe
[archive.db · 12323.6MB]
Activity
Search
Audio
Work Report
Timetable
AI Summary
Date
07
/
05
/
2026
Calendar
Monitor
Jump to
--
:
--
Go
APP TIMELINE · CLICK TO PLAY · DRAG SCROLLBAR TO PAN
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7 May 14:59 · PhpStorm / faVsco.js – OpportunitySyncTrait.php
⏮ 30s
◀ 10s
⏸ Pause
10s ▶
30s ⏭
14:59
iTerm2
Firefox
CleanShot X
Finder
QuickTime Player
PhpStorm
Music
Control Centre
Claude
Slack
Alfred
Raycast
System Information...
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Review rate limit handli… — app
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selectionViewEXPLORERV APPV appExceptions## HttpFo selectionViewEXPLORERV APPV appExceptions## HttpForbiddenException.php#R HttpMethodNotAllowedException.php# HttpNotFoundException.php#R HttpSessionExpiredException.php# HttpUnauthorizedException.php#R HttpUnsupportedFormatException.php# InvalidArgumentException.php# InvalidDataException.php• InvalidEnumException.php# InvalidFileException.php# InvalidTeamSettingException.png# JobTimeoutException.php# LogicException.php* MaxTeamTrialSizeExceededException.php• ModelNotFoundException.php# NoResultsException.phpNotimplementedException.phn# NotSupportedException.php# NumberUnavailableException.ohvwOperationException.ohv#OutOfBoundsExcention.ohv* QuotaExceededException.ohvReaistrationinvitationMismatch=xceotio..* Request@ueuedForDeferredExecution.o.# ResoonseSxcention.oho# RingCentralException.php# RingCentralExtensionNotFound.php* RuntimeSxcention.ohnl#R SequenceNumberException.php# ServicelntegrationException.php# ServiceUnavailableException.php# SidekickSottinacEycention.nhr# SocialAccountNotFoundException.php## SocialAccountTokenInvalidException.php## SyncActivityException.php• TonanticolationException.php• ToytPelavExcention.php" TooManvFailedActivities.phpTranscriptionNotindexedException.php" UnexpectedCallException.phn« UnexpectedEloquentModelException.php" UnexpectedValueException.phrZipAttackException.ohr• FFMoeaOUTIINETIMELINGiê JY-20725-handle-HS-search-rate-limit*+ C@6A902|# MatchActivitvCrmData.pho MI RateLimitException.oho MXapp › Exceptions > RateLimitException.php › *g RateLimitExceptionnanespace Jamenny cxcepctons,use inrowaole.Class RateLimitException extends RuntimeExceptiorpublic function constructlstrina smessade = !private readonly int SretrvAfter = 1parent:: construct(smessage, o, sprevzous:public function getRetryAfter(): intrecurn max sthis->recryatter 1• HandleHubspotRateLimit.pho Me Client.php 9, M## HubspotPaginationService.php M›* Review rate limit handli...xererum ti1ae rl) T of thel T e APT call to execute* Athrows RateLimitExcention When rate limit is hit or cached rate Limit isprivate function executeRequest(callable $apiCall)$cacheKey = Sthis->qetRateLimitCacheKey):ScachedRetrvAfter = Redis::net ScacheKev):if (is_string($cachedRetryAfter) &&is numericScachedRetrvAfter))throw new Ratel imi+Fycention/'Hubspot rate limit (cached circuit-breaker)',(int) $cachedRetryAftertryreturn $apiCall();) catchSretryAfter = Sthis->parseRetryAfter($e):Redis::setex ScacheKev. SretrvAfter. (strina SretrvAfter):$this->log->warning('[Hubspot) Received 429 from API', [= Sthis->config->qetId(),sageonthrow new RateLimitException('Hubspot returned 429'SretrvAfter. sel.thenu do.Preparaton tor kerl…. now100% LzMon 11 May 15:00:57* gate the second wave of released jobs.rom callable(): T sanicall The API call to execure* @throws RateLimitException When rate limit is hit or cached rate limit isdctiveprivate Tuncclon executerequest calllable canicall)scachekey = Sth1s->qetRateL1m1tcacheKeyScachedExpiresAt = Redis::net ScacheKev):dois numericScachedExoiresAt))'Hubspot rate limit (cached circuit-breaker)',try} catchif ($this->isHubspotRateLimit($e)) {Sch1s→>parsereuryArter(se):SexpiresAt = uime + SrecrvArter:Sttl = SretrvAtter + selt::RATE LIMIT CACHE BUFFER SECONDS:Redis::setex ScacheKev. Sttl, (strina SexpiresAt):$this->log->warning('[Hubspot] Received 429 from API', [Iteam id"= Sthis->config->getId(),sageon1):serov new RateLimitexceptzon(*Hubspot returned 429, Sretryafter.throw se;8 SignIn...
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selectionViewEXPLORERV APPV appExceptions## HttpFo selectionViewEXPLORERV APPV appExceptions## HttpForbiddenException.php#R HttpMethodNotAllowedException.php# HttpNotFoundException.php#R HttpSessionExpiredException.php# HttpUnauthorizedException.php#R HttpUnsupportedFormatException.php# InvalidArgumentException.php# InvalidDataException.php• InvalidEnumException.php# InvalidFileException.php# InvalidTeamSettingException.png# JobTimeoutException.php# LogicException.php* MaxTeamTrialSizeExceededException.php• ModelNotFoundException.php# NoResultsException.phpNotimplementedException.phn# NotSupportedException.php# NumberUnavailableException.ohvwOperationException.ohv#OutOfBoundsExcention.ohv* QuotaExceededException.ohvReaistrationinvitationMismatch=xceotio..* Request@ueuedForDeferredExecution.o.# ResoonseSxcention.oho# RingCentralException.php# RingCentralExtensionNotFound.php* RuntimeSxcention.ohnl#R SequenceNumberException.php# ServicelntegrationException.php# ServiceUnavailableException.php# SidekickSottinacEycention.nhr# SocialAccountNotFoundException.php## SocialAccountTokenInvalidException.php## SyncActivityException.php• TonanticolationException.php• ToytPelavExcention.php" TooManvFailedActivities.phpTranscriptionNotindexedException.php" UnexpectedCallException.phn« UnexpectedEloquentModelException.php" UnexpectedValueException.phrZipAttackException.ohr• FFMoeaOUTIINETIMELINGiê JY-20725-handle-HS-search-rate-limit*+ C@6A902|# MatchActivitvCrmData.pho MI RateLimitException.oho MXapp › Exceptions > RateLimitException.php › *g RateLimitExceptionnanespace Jamenny cxcepctons,use inrowaole.Class RateLimitException extends RuntimeExceptiorpublic function constructlstrina smessade = !private readonly int SretrvAfter = 1parent:: construct(smessage, o, sprevzous:public function getRetryAfter(): intrecurn max sthis->recryatter 1• HandleHubspotRateLimit.pho Me Client.php 9, M## HubspotPaginationService.php M›* Review rate limit handli...xererum ti1ae rl) T of thel T e APT call to execute* Athrows RateLimitExcention When rate limit is hit or cached rate Limit isprivate function executeRequest(callable $apiCall)$cacheKey = Sthis->qetRateLimitCacheKey):ScachedRetrvAfter = Redis::net ScacheKev):if (is_string($cachedRetryAfter) &&is numericScachedRetrvAfter))throw new Ratel imi+Fycention/'Hubspot rate limit (cached circuit-breaker)',(int) $cachedRetryAftertryreturn $apiCall();) catchSretryAfter = Sthis->parseRetryAfter($e):Redis::setex ScacheKev. SretrvAfter. (strina SretrvAfter):$this->log->warning('[Hubspot) Received 429 from API', [= Sthis->config->qetId(),sageonthrow new RateLimitException('Hubspot returned 429'SretrvAfter. sel.thenu do.Preparaton tor kerl…. now100% LzMon 11 May 15:00:57* gate the second wave of released jobs.rom callable(): T sanicall The API call to execure* @throws RateLimitException When rate limit is hit or cached rate limit isdctiveprivate Tuncclon executerequest calllable canicall)scachekey = Sth1s->qetRateL1m1tcacheKeyScachedExpiresAt = Redis::net ScacheKev):dois numericScachedExoiresAt))'Hubspot rate limit (cached circuit-breaker)',try} catchif ($this->isHubspotRateLimit($e)) {Sch1s→>parsereuryArter(se):SexpiresAt = uime + SrecrvArter:Sttl = SretrvAtter + selt::RATE LIMIT CACHE BUFFER SECONDS:Redis::setex ScacheKev. Sttl, (strina SexpiresAt):$this->log->warning('[Hubspot] Received 429 from API', [Iteam id"= Sthis->config->getId(),sageon1):serov new RateLimitexceptzon(*Hubspot returned 429, Sretryafter.throw se;8 SignIn...
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app.circleci.com/pipelines/github/jiminny/app
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
JY-20818 move ask jiminny reports to its own datadog metric by LakyLak · Pull Request #12056 · jiminny/app
JY-20818 move ask jiminny reports to its own datadog metric by LakyLak · Pull Request #12056 · jiminny/app
Userpilot | Ask Jiminny Report Generated
Userpilot | Ask Jiminny Report Generated
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
Problem loading page
Problem loading page
Search the CRM - HubSpot docs
Search the CRM - HubSpot docs
Jiminny
Jiminny
New Tab
New Tab
New Tab
New Tab
Dashboards | Datadog
Dashboards | Datadog
AI Features | Datadog
AI Features | Datadog
Jy 20493 smart instant nudge pre filtering by nikolaybiaivanov · Pull Request #12053 · jiminny/app
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
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SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Service-Desk - Queues - Platform team - Service space - Jira
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Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Jy 20807 check various issues with stages by nikolaybiaivanov · Pull Request #12041 · jiminny/app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
Illuminate\Queue\MaxAttemptsExceededException: Jiminny\Jobs\Activity\DeleteTeamChurnData has been attempted too many times. — jiminny — app
JY-20818 move ask jiminny reports to its own datadog metric by LakyLak · Pull Request #12056 · jiminny/app
JY-20818 move ask jiminny reports to its own datadog metric by LakyLak · Pull Request #12056 · jiminny/app
Userpilot | Ask Jiminny Report Generated
Userpilot | Ask Jiminny Report Generated
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
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Jy 20493 smart instant nudge pre filtering by nikolaybiaivanov · Pull Request #12053 · jiminny/app
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default-provider-authorization-explicit-consent (Authorize Application) default-provider-authorization-explicit-consent
default-provider-authorization-explicit-consent (Authorize Application) default-provider-authorization-explicit-consent
default-provider-authorization-explicit-consent (Authorize Application)
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default-provider-authorization-implicit-consent (Authorize Application) default-provider-authorization-implicit-consent
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Jy 20493 smart instant nudge pre filtering by niko Jy 20493 smart instant nudge pre filtering by nikolaybiaivanov · Pull Request #12053 · jiminny/app — Work...
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] -4,16 +4,17 @@445namespace Jiminny\Component\Nudge\Job;5namespace Jiminny\Component\Nudge\Job;667+use Carbon\Carbon;7use Illuminate\Bus\Queueable;8use Illuminate\Bus\Queueable;8use Illuminate\Contracts\Queue\ShouldQueue;9use Illuminate\Contracts\Queue\ShouldQueue;9-use Illuminate\Database\Eloquent\Builder;10use Illuminate\Foundation\Bus\Dispatchable;10use Illuminate\Foundation\Bus\Dispatchable;11use Illuminate\Queue\InteractsWithQueue;11use Illuminate\Queue\InteractsWithQueue;12use Illuminate\Queue\SerializesModels;12use Illuminate\Queue\SerializesModels;13use Illuminate\Support\Facades\Log;13use Illuminate\Support\Facades\Log;14use Jiminny\Component\Queue\Constants;14use Jiminny\Component\Queue\Constants;15use Jiminny\Models\Activity;15use Jiminny\Models\Activity;16use Jiminny\Models\Activity\Search;16use Jiminny\Models\Activity\Search;17+use Jiminny\Models\Activity\SearchFilter;17use Jiminny\Models\Nudge;18use Jiminny\Models\Nudge;18use Jiminny\Models\Team;19use Jiminny\Models\Team;1920@@ -34,37 +35,201 @@343535public function handle(): void36public function handle(): void36 {37 {37-/** @var Activity $activity */38+$activity = Activity::with(['user.group'])->uuid($this->activityUuid, false)->firstOrFail();38-$activity = Activity::with(['user'])->uuid($this->activityUuid, false)->firstOrFail();39-40-/** @var Team $team */41$team = Team::with(['users'])->findOrFail($activity->user->team_id);39$team = Team::with(['users'])->findOrFail($activity->user->team_id);424043- Log::info(__METHOD__ . " Running for team $team->id.", [44-'activity_id' => $activity->id,45-'activity_uuid' => $this->activityUuid,46-'team_id' => $team->id,47- ]);48-49$usersIds = $team->users->pluck('id')->toArray();41$usersIds = $team->users->pluck('id')->toArray();504251-$searchesWithImmediateNudges = Activity\Search::with(['nudges'])43+$searchesWithImmediateNudges = Activity\Search::with([44+'nudges' => fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY),45+'filters',46+ ])52 ->whereIn('user_id', $usersIds)47 ->whereIn('user_id', $usersIds)53- ->whereHas('nudges', function (Builder $query) {48+ ->whereHas('nudges', fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY))54-$query->where('frequency', Nudge::FREQ_INSTANTLY);49+ ->get();55- })->get();50+51+$totalSearches = $searchesWithImmediateNudges->count();52+$skippedCount = 0;53+54+$searchesWithImmediateNudges->each(function (Search $search) use ($activity, &$skippedCount): void {55+$matchResult = $this->activityMightMatchSearch($activity, $search);565657-$searchesWithImmediateNudges->each(function (Search $search): void {57+if (! $matchResult['matches']) {58-$search->nudges->each(function (Nudge $nudge): void {58+$skippedCount++;59-// Filter only nudges that are set to be sent instantly59+ Log::info('Pre-filter skipped nudge dispatch', [60-if ($nudge->frequency === Nudge::FREQ_INSTANTLY) {60+'activity_uuid' => $activity->getUuid(),61- Log::info("Dispatching ProcessNudgeSearchJob for nudge $nudge->id.");61+'search_id' => $search->getId(),62+'mismatched_filter' => $matchResult['mismatch_reason'],63+'filter_value' => $matchResult['filter_value'],64+ ]);626563- ProcessNudgeSearchJob::dispatch($nudge);66+return;67+ }646865- Log::info("ProcessNudgeSearchJob dispatched for nudge $nudge->id.");69+$search->nudges->each(fn ($nudge) => ProcessNudgeSearchJob::dispatch($nudge));66- }67- });68 });70 });71+72+if ($totalSearches > 0) {73+ Log::info('Nudge pre-filter results', [74+'activity_uuid' => $activity->getUuid(),75+'total_searches' => $totalSearches,76+'skipped' => $skippedCount,77+'dispatched' => $totalSearches - $skippedCount,78+'skip_rate' => round(($skippedCount / $totalSearches) * 100, 2) . '%',79+ ]);80+ }81+ }82+83+private function activityMightMatchSearch(Activity $activity, Search $search): array84+ {85+foreach ($search->filters as $filter) {86+$filterName = $filter->getFilterProperty();87+88+$result = match ($filterName) {89+'group_id' => $this->checkGroupId($activity, $filter),90+'user_id' => $this->checkUserId($activity, $filter),91+'channel_id' => $this->checkChannelId($activity, $filter),92+'provider_id' => $this->checkProviderId($activity, $filter),93+'category_id' => $this->checkCategoryId($activity, $filter),94+'min_duration' => $this->checkMinDuration($activity, $filter),95+'max_duration' => $this->checkMaxDuration($activity, $filter),96+'not_logged' => $this->checkNotLogged($activity, $filter),97+'only_recorded' => $this->checkOnlyRecorded($activity, $filter),98+'languages' => $this->checkLanguages($activity, $filter),99+'stage_id' => $this->checkStageId($activity, $filter),100+'start_date' => $this->checkStartDate($activity, $filter),101+'end_date' => $this->checkEndDate($activity, $filter),102+default => null, // Unknown filter - can't pre-check, assume might match103+ };104+105+if ($result === false) {106+return [107+'matches' => false,108+'mismatch_reason' => $filterName,109+'filter_value' => $filter->getFilterValue(),110+ ];111+ }112+ }113+114+return ['matches' => true];115+ }116+117+private function checkGroupId(Activity $activity, SearchFilter $filter): ?bool118+ {119+$groupUuid = $activity->user->getGroup()?->getUuid();120+if ($groupUuid === null) {121+return null;122+ }123+124+return $filter->getFilterValue() === $groupUuid ? null : false;125+ }126+127+private function checkUserId(Activity $activity, SearchFilter $filter): ?bool128+ {129+return $filter->getFilterValue() === $activity->user->getUuid() ? null : false;130+ }131+132+private function checkChannelId(Activity $activity, SearchFilter $filter): ?bool133+ {134+return $filter->getFilterValue() === $activity->getType() ? null : false;135+ }136+137+private function checkProviderId(Activity $activity, SearchFilter $filter): ?bool138+ {139+return $filter->getFilterValue() === $activity->getProvider() ? null : false;140+ }141+142+private function checkCategoryId(Activity $activity, SearchFilter $filter): ?bool143+ {144+$categoryId = $activity->getCategory()?->getUuid();145+if ($categoryId === null) {146+return null;147+ }148+149+return $filter->getFilterValue() === $categoryId ? null : false;150+ }151+152+private function checkMinDuration(Activity $activity, SearchFilter $filter): ?bool153+ {154+return $activity->getDuration() >= (float) $filter->getFilterValue() ? null : false;155+ }156+157+private function checkMaxDuration(Activity $activity, SearchFilter $filter): ?bool158+ {159+return $activity->getDuration() <= (float) $filter->getFilterValue() ? null : false;160+ }161+162+private function checkNotLogged(Activity $activity, SearchFilter $filter): ?bool163+ {164+if (! $filter->getFilterValue()) {165+return null;166+ }167+168+$isLogged = $activity->getCrmProviderId() !== null;169+$isInternal = $activity->isInternal();170+171+return (! $isLogged || $isInternal) ? null : false;172+ }173+174+private function checkOnlyRecorded(Activity $activity, SearchFilter $filter): ?bool175+ {176+$filterValue = (int) $filter->getFilterValue();177+$hasRecording = $activity->recording_state !== Activity::RECORDING_OFF;178+179+return match ($filterValue) {180+1 => $hasRecording ? null : false, // Only recorded181+2 => ! $hasRecording ? null : false, // Only non-recorded182+default => null,183+ };184+ }185+186+private function checkStageId(Activity $activity, SearchFilter $filter): ?bool187+ {188+$stageId = $activity->getStage()?->getUuid();189+if ($stageId === null) {190+return null; // No stage, let ES handle191+ }192+193+return $filter->getFilterValue() === $stageId ? null : false;194+ }195+196+private function checkStartDate(Activity $activity, SearchFilter $filter): ?bool197+ {198+$startTime = $activity->getActualStartTime();199+if ($startTime === null) {200+return null;201+ }202+203+$filterDate = Carbon::parse($filter->getFilterValue());204+205+return $startTime->gte($filterDate) ? null : false;206+ }207+208+private function checkEndDate(Activity $activity, SearchFilter $filter): ?bool209+ {210+$endTime = $activity->getActualEndTime();211+if ($endTime === null) {212+return null;213+ }214+215+$filterDate = Carbon::parse($filter->getFilterValue())->endOfDay();216+217+return $endTime->lte($filterDate) ? null : false;218+ }219+220+private function checkLanguages(Activity $activity, SearchFilter $filter): ?bool221+ {222+$activityLanguage = $activity->getLanguageCode();223+if ($activityLanguage === null) {224+return null;225+ }226+227+// Filter values are always base language codes (e.g., 'en', 'fr').228+// Extract base code from activity locale (e.g., en_GB -> en) to match ES query behavior.229+// See LanguageFilterDefinition::getQueries() which uses regex: $language . '_[a-z]{2}'230+$activityLangCode = explode('_', $activityLanguage)[0];231+$filterLanguage = $filter->getFilterValue();232+233+return $activityLangCode === $filterLanguage ? null : false;69 }234 }70}235}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20493 smart instant nudge pre filtering by niko</tabTitle>” with “<selection>@@ -4,16 +4,17 @@445namespace Jiminny\Component\Nudge\Job;5namespace Jiminny\Component\Nudge\Job;667+use Carbon\Carbon;7use Illuminate\Bus\Queueable;8use Illuminate\Bus\Queueable;8use Illuminate\Contracts\Queue\ShouldQueue;9use Illuminate\Contracts\Queue\ShouldQueue;9-use Illuminate\Database\Eloquent\Builder;10use Illuminate\Foundation\Bus\Dispatchable;10use Illuminate\Foundation\Bus\Dispatchable;11use Illuminate\Queue\InteractsWithQueue;11use Illuminate\Queue\InteractsWithQueue;12use Illuminate\Queue\SerializesModels;12use Illuminate\Queue\SerializesModels;13use Illuminate\Support\Facades\Log;13use Illuminate\Support\Facades\Log;14use Jiminny\Component\Queue\Constants;14use Jiminny\Component\Queue\Constants;15use Jiminny\Models\Activity;15use Jiminny\Models\Activity;16use Jiminny\Models\Activity\Search;16use Jiminny\Models\Activity\Search;17+use Jiminny\Models\Activity\SearchFilter;17use Jiminny\Models\Nudge;18use Jiminny\Models\Nudge;18use Jiminny\Models\Team;19use Jiminny\Models\Team;1920@@ -34,37 +35,201 @@343535public function handle(): void36public function handle(): void36 {37 {37-/** @var Activity $activity */38+$activity = Activity::with(['user.group'])->uuid($this->activityUuid, false)->firstOrFail();38-$activity = Activity::with(['user'])->uuid($this->activityUuid, false)->firstOrFail();39-40-/** @var Team $team */41$team = Team::with(['users'])->findOrFail($activity->user->team_id);39$team = Team::with(['users'])->findOrFail($activity->user->team_id);424043- Log::info(__METHOD__ . " Running for team $team->id.", [44-'activity_id' => $activity->id,45-'activity_uuid' => $this->activityUuid,46-'team_id' => $team->id,47- ]);48-49$usersIds = $team->users->pluck('id')->toArray();41$usersIds = $team->users->pluck('id')->toArray();504251-$searchesWithImmediateNudges = Activity\Search::with(['nudges'])43+$searchesWithImmediateNudges = Activity\Search::with([44+'nudges' => fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY),45+'filters',46+ ])52 ->whereIn('user_id', $usersIds)47 ->whereIn('user_id', $usersIds)53- ->whereHas('nudges', function (Builder $query) {48+ ->whereHas('nudges', fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY))54-$query->where('frequency', Nudge::FREQ_INSTANTLY);49+ ->get();55- })->get();50+51+$totalSearches = $searchesWithImmediateNudges->count();52+$skippedCount = 0;53+54+$searchesWithImmediateNudges->each(function (Search $search) use ($activity, &$skippedCount): void {55+$matchResult = $this->activityMightMatchSearch($activity, $search);565657-$searchesWithImmediateNudges->each(function (Search $search): void {57+if (! $matchResult['matches']) {58-$search->nudges->each(function (Nudge $nudge): void {58+$skippedCount++;59-// Filter only nudges that are set to be sent instantly59+ Log::info('Pre-filter skipped nudge dispatch', [60-if ($nudge->frequency === Nudge::FREQ_INSTANTLY) {60+'activity_uuid' => $activity->getUuid(),61- Log::info("Dispatching ProcessNudgeSearchJob for nudge $nudge->id.");61+'search_id' => $search->getId(),62+'mismatched_filter' => $matchResult['mismatch_reason'],63+'filter_value' => $matchResult['filter_value'],64+ ]);626563- ProcessNudgeSearchJob::dispatch($nudge);66+return;67+ }646865- Log::info("ProcessNudgeSearchJob dispatched for nudge $nudge->id.");69+$search->nudges->each(fn ($nudge) => ProcessNudgeSearchJob::dispatch($nudge));66- }67- });68 });70 });71+72+if ($totalSearches > 0) {73+ Log::info('Nudge pre-filter results', [74+'activity_uuid' => $activity->getUuid(),75+'total_searches' => $totalSearches,76+'skipped' => $skippedCount,77+'dispatched' => $totalSearches - $skippedCount,78+'skip_rate' => round(($skippedCount / $totalSearches) * 100, 2) . '%',79+ ]);80+ }81+ }82+83+private function activityMightMatchSearch(Activity $activity, Search $search): array84+ {85+foreach ($search->filters as $filter) {86+$filterName = $filter->getFilterProperty();87+88+$result = match ($filterName) {89+'group_id' => $this->checkGroupId($activity, $filter),90+'user_id' => $this->checkUserId($activity, $filter),91+'channel_id' => $this->checkChannelId($activity, $filter),92+'provider_id' => $this->checkProviderId($activity, $filter),93+'category_id' => $this->checkCategoryId($activity, $filter),94+'min_duration' => $this->checkMinDuration($activity, $filter),95+'max_duration' => $this->checkMaxDuration($activity, $filter),96+'not_logged' => $this->checkNotLogged($activity, $filter),97+'only_recorded' => $this->checkOnlyRecorded($activity, $filter),98+'languages' => $this->checkLanguages($activity, $filter),99+'stage_id' => $this->checkStageId($activity, $filter),100+'start_date' => $this->checkStartDate($activity, $filter),101+'end_date' => $this->checkEndDate($activity, $filter),102+default => null, // Unknown filter - can't pre-check, assume might match103+ };104+105+if ($result === false) {106+return [107+'matches' => false,108+'mismatch_reason' => $filterName,109+'filter_value' => $filter->getFilterValue(),110+ ];111+ }112+ }113+114+return ['matches' => true];115+ }116+117+private function checkGroupId(Activity $activity, SearchFilter $filter): ?bool118+ {119+$groupUuid = $activity->user->getGroup()?->getUuid();120+if ($groupUuid === null) {121+return null;122+ }123+124+return $filter->getFilterValue() === $groupUuid ? null : false;125+ }126+127+private function checkUserId(Activity $activity, SearchFilter $filter): ?bool128+ {129+return $filter->getFilterValue() === $activity->user->getUuid() ? null : false;130+ }131+132+private function checkChannelId(Activity $activity, SearchFilter $filter): ?bool133+ {134+return $filter->getFilterValue() === $activity->getType() ? null : false;135+ }136+137+private function checkProviderId(Activity $activity, SearchFilter $filter): ?bool138+ {139+return $filter->getFilterValue() === $activity->getProvider() ? null : false;140+ }141+142+private function checkCategoryId(Activity $activity, SearchFilter $filter): ?bool143+ {144+$categoryId = $activity->getCategory()?->getUuid();145+if ($categoryId === null) {146+return null;147+ }148+149+return $filter->getFilterValue() === $categoryId ? null : false;150+ }151+152+private function checkMinDuration(Activity $activity, SearchFilter $filter): ?bool153+ {154+return $activity->getDuration() >= (float) $filter->getFilterValue() ? null : false;155+ }156+157+private function checkMaxDuration(Activity $activity, SearchFilter $filter): ?bool158+ {159+return $activity->getDuration() <= (float) $filter->getFilterValue() ? null : false;160+ }161+162+private function checkNotLogged(Activity $activity, SearchFilter $filter): ?bool163+ {164+if (! $filter->getFilterValue()) {165+return null;166+ }167+168+$isLogged = $activity->getCrmProviderId() !== null;169+$isInternal = $activity->isInternal();170+171+return (! $isLogged || $isInternal) ? null : false;172+ }173+174+private function checkOnlyRecorded(Activity $activity, SearchFilter $filter): ?bool175+ {176+$filterValue = (int) $filter->getFilterValue();177+$hasRecording = $activity->recording_state !== Activity::RECORDING_OFF;178+179+return match ($filterValue) {180+1 => $hasRecording ? null : false, // Only recorded181+2 => ! $hasRecording ? null : false, // Only non-recorded182+default => null,183+ };184+ }185+186+private function checkStageId(Activity $activity, SearchFilter $filter): ?bool187+ {188+$stageId = $activity->getStage()?->getUuid();189+if ($stageId === null) {190+return null; // No stage, let ES handle191+ }192+193+return $filter->getFilterValue() === $stageId ? null : false;194+ }195+196+private function checkStartDate(Activity $activity, SearchFilter $filter): ?bool197+ {198+$startTime = $activity->getActualStartTime();199+if ($startTime === null) {200+return null;201+ }202+203+$filterDate = Carbon::parse($filter->getFilterValue());204+205+return $startTime->gte($filterDate) ? null : false;206+ }207+208+private function checkEndDate(Activity $activity, SearchFilter $filter): ?bool209+ {210+$endTime = $activity->getActualEndTime();211+if ($endTime === null) {212+return null;213+ }214+215+$filterDate = Carbon::parse($filter->getFilterValue())->endOfDay();216+217+return $endTime->lte($filterDate) ? null : false;218+ }219+220+private function checkLanguages(Activity $activity, SearchFilter $filter): ?bool221+ {222+$activityLanguage = $activity->getLanguageCode();223+if ($activityLanguage === null) {224+return null;225+ }226+227+// Filter values are always base language codes (e.g., 'en', 'fr').228+// Extract base code from activity locale (e.g., en_GB -> en) to match ES query behavior.229+// See LanguageFilterDefinition::getQueries() which uses regex: $language . '_[a-z]{2}'230+$activityLangCode = explode('_', $activityLanguage)[0];231+$filterLanguage = $filter->getFilterValue();232+233+return $activityLangCode === $filterLanguage ? null : false;69 }234 }70}235}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
Expand
Listen
Gemini said
Gemini said
This code selection introduces a
pre-filtering mechanism
to the
Jiminny\Component\Nudge\Job
namespace. The primary goal is to optimize performance by validating an activity against search criteria in-memory before dispatching costly background jobs.
Core Functionality Changes
Core Functionality Changes
Selective Loading:
The
handle()
method now eager-loads
user.group
for activities and specifically filters for
FREQ_INSTANTLY
nudges and their associated search filters.
Pre-Dispatch Validation:
Instead of dispatching jobs for every instant nudge, the system now calls
activityMightMatchSearch()
.
Short-Circuiting:
If an activity fails a pre-filter check (e.g., mismatched user ID or duration), the job dispatch is skipped, and the event is logged with the specific mismatch reason.
Performance Metrics:
Adds summary logging at the end of the process to track:
Total searches processed.
Number of skipped dispatches.
The "Skip Rate" percentage.
Implemented Filter Checks
Implemented Filter Checks
The logic includes a
match
expression to validate various activity attributes against
SearchFilter
values:
Identity & Metadata:
Matches for
group_id
,
user_id
,
channel_id
, and
provider_id
.
Temporal & Duration:
* Validates
min_duration
and
max_duration
.
Checks
start_date...
|
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actions.","depth":12,"bounds":{"left":0.42636302,"top":0.103751,"width":0.013297873,"height":0.031923383},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Conversation with Gemini","depth":15,"bounds":{"left":0.32629654,"top":0.14764565,"width":0.0003324468,"height":0.0007980846},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Conversation with Gemini","depth":16,"bounds":{"left":0.32629654,"top":0.15003991,"width":0.1200133,"height":0.025538707},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Copy prompt","depth":21,"on_screen":false,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXHeading","text":"You said I’m on page “<tabTitle>Jy 20493 smart instant nudge pre filtering by niko</tabTitle>” with “<selection>@@ -4,16 +4,17 @@445namespace Jiminny\\Component\\Nudge\\Job;5namespace Jiminny\\Component\\Nudge\\Job;667+use Carbon\\Carbon;7use Illuminate\\Bus\\Queueable;8use Illuminate\\Bus\\Queueable;8use Illuminate\\Contracts\\Queue\\ShouldQueue;9use Illuminate\\Contracts\\Queue\\ShouldQueue;9-use Illuminate\\Database\\Eloquent\\Builder;10use Illuminate\\Foundation\\Bus\\Dispatchable;10use Illuminate\\Foundation\\Bus\\Dispatchable;11use Illuminate\\Queue\\InteractsWithQueue;11use Illuminate\\Queue\\InteractsWithQueue;12use Illuminate\\Queue\\SerializesModels;12use Illuminate\\Queue\\SerializesModels;13use Illuminate\\Support\\Facades\\Log;13use Illuminate\\Support\\Facades\\Log;14use Jiminny\\Component\\Queue\\Constants;14use Jiminny\\Component\\Queue\\Constants;15use Jiminny\\Models\\Activity;15use Jiminny\\Models\\Activity;16use Jiminny\\Models\\Activity\\Search;16use Jiminny\\Models\\Activity\\Search;17+use Jiminny\\Models\\Activity\\SearchFilter;17use Jiminny\\Models\\Nudge;18use Jiminny\\Models\\Nudge;18use Jiminny\\Models\\Team;19use Jiminny\\Models\\Team;1920@@ -34,37 +35,201 @@343535public function handle(): void36public function handle(): void36 {37 {37-/** @var Activity $activity */38+$activity = Activity::with(['user.group'])->uuid($this->activityUuid, false)->firstOrFail();38-$activity = Activity::with(['user'])->uuid($this->activityUuid, false)->firstOrFail();39-40-/** @var Team $team */41$team = Team::with(['users'])->findOrFail($activity->user->team_id);39$team = Team::with(['users'])->findOrFail($activity->user->team_id);424043- Log::info(__METHOD__ . " Running for team $team->id.", [44-'activity_id' => $activity->id,45-'activity_uuid' => $this->activityUuid,46-'team_id' => $team->id,47- ]);48-49$usersIds = $team->users->pluck('id')->toArray();41$usersIds = $team->users->pluck('id')->toArray();504251-$searchesWithImmediateNudges = Activity\\Search::with(['nudges'])43+$searchesWithImmediateNudges = Activity\\Search::with([44+'nudges' => fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY),45+'filters',46+ ])52 ->whereIn('user_id', $usersIds)47 ->whereIn('user_id', $usersIds)53- ->whereHas('nudges', function (Builder $query) {48+ ->whereHas('nudges', fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY))54-$query->where('frequency', Nudge::FREQ_INSTANTLY);49+ ->get();55- })->get();50+51+$totalSearches = $searchesWithImmediateNudges->count();52+$skippedCount = 0;53+54+$searchesWithImmediateNudges->each(function (Search $search) use ($activity, &$skippedCount): void {55+$matchResult = $this->activityMightMatchSearch($activity, $search);565657-$searchesWithImmediateNudges->each(function (Search $search): void {57+if (! $matchResult['matches']) {58-$search->nudges->each(function (Nudge $nudge): void {58+$skippedCount++;59-// Filter only nudges that are set to be sent instantly59+ Log::info('Pre-filter skipped nudge dispatch', [60-if ($nudge->frequency === Nudge::FREQ_INSTANTLY) {60+'activity_uuid' => $activity->getUuid(),61- Log::info("Dispatching ProcessNudgeSearchJob for nudge $nudge->id.");61+'search_id' => $search->getId(),62+'mismatched_filter' => $matchResult['mismatch_reason'],63+'filter_value' => $matchResult['filter_value'],64+ ]);626563- ProcessNudgeSearchJob::dispatch($nudge);66+return;67+ }646865- Log::info("ProcessNudgeSearchJob dispatched for nudge $nudge->id.");69+$search->nudges->each(fn ($nudge) => ProcessNudgeSearchJob::dispatch($nudge));66- }67- });68 });70 });71+72+if ($totalSearches > 0) {73+ Log::info('Nudge pre-filter results', [74+'activity_uuid' => $activity->getUuid(),75+'total_searches' => $totalSearches,76+'skipped' => $skippedCount,77+'dispatched' => $totalSearches - $skippedCount,78+'skip_rate' => round(($skippedCount / $totalSearches) * 100, 2) . '%',79+ ]);80+ }81+ }82+83+private function activityMightMatchSearch(Activity $activity, Search $search): array84+ {85+foreach ($search->filters as $filter) {86+$filterName = $filter->getFilterProperty();87+88+$result = match ($filterName) {89+'group_id' => $this->checkGroupId($activity, $filter),90+'user_id' => $this->checkUserId($activity, $filter),91+'channel_id' => $this->checkChannelId($activity, $filter),92+'provider_id' => $this->checkProviderId($activity, $filter),93+'category_id' => $this->checkCategoryId($activity, $filter),94+'min_duration' => $this->checkMinDuration($activity, $filter),95+'max_duration' => $this->checkMaxDuration($activity, $filter),96+'not_logged' => $this->checkNotLogged($activity, $filter),97+'only_recorded' => $this->checkOnlyRecorded($activity, $filter),98+'languages' => $this->checkLanguages($activity, $filter),99+'stage_id' => $this->checkStageId($activity, $filter),100+'start_date' => $this->checkStartDate($activity, $filter),101+'end_date' => $this->checkEndDate($activity, $filter),102+default => null, // Unknown filter - can't pre-check, assume might match103+ };104+105+if ($result === false) {106+return [107+'matches' => false,108+'mismatch_reason' => $filterName,109+'filter_value' => $filter->getFilterValue(),110+ ];111+ }112+ }113+114+return ['matches' => true];115+ }116+117+private function checkGroupId(Activity $activity, SearchFilter $filter): ?bool118+ {119+$groupUuid = $activity->user->getGroup()?->getUuid();120+if ($groupUuid === null) {121+return null;122+ }123+124+return $filter->getFilterValue() === $groupUuid ? null : false;125+ }126+127+private function checkUserId(Activity $activity, SearchFilter $filter): ?bool128+ {129+return $filter->getFilterValue() === $activity->user->getUuid() ? null : false;130+ }131+132+private function checkChannelId(Activity $activity, SearchFilter $filter): ?bool133+ {134+return $filter->getFilterValue() === $activity->getType() ? null : false;135+ }136+137+private function checkProviderId(Activity $activity, SearchFilter $filter): ?bool138+ {139+return $filter->getFilterValue() === $activity->getProvider() ? null : false;140+ }141+142+private function checkCategoryId(Activity $activity, SearchFilter $filter): ?bool143+ {144+$categoryId = $activity->getCategory()?->getUuid();145+if ($categoryId === null) {146+return null;147+ }148+149+return $filter->getFilterValue() === $categoryId ? null : false;150+ }151+152+private function checkMinDuration(Activity $activity, SearchFilter $filter): ?bool153+ {154+return $activity->getDuration() >= (float) $filter->getFilterValue() ? null : false;155+ }156+157+private function checkMaxDuration(Activity $activity, SearchFilter $filter): ?bool158+ {159+return $activity->getDuration() <= (float) $filter->getFilterValue() ? null : false;160+ }161+162+private function checkNotLogged(Activity $activity, SearchFilter $filter): ?bool163+ {164+if (! $filter->getFilterValue()) {165+return null;166+ }167+168+$isLogged = $activity->getCrmProviderId() !== null;169+$isInternal = $activity->isInternal();170+171+return (! $isLogged || $isInternal) ? null : false;172+ }173+174+private function checkOnlyRecorded(Activity $activity, SearchFilter $filter): ?bool175+ {176+$filterValue = (int) $filter->getFilterValue();177+$hasRecording = $activity->recording_state !== Activity::RECORDING_OFF;178+179+return match ($filterValue) {180+1 => $hasRecording ? null : false, // Only recorded181+2 => ! $hasRecording ? null : false, // Only non-recorded182+default => null,183+ };184+ }185+186+private function checkStageId(Activity $activity, SearchFilter $filter): ?bool187+ {188+$stageId = $activity->getStage()?->getUuid();189+if ($stageId === null) {190+return null; // No stage, let ES handle191+ }192+193+return $filter->getFilterValue() === $stageId ? null : false;194+ }195+196+private function checkStartDate(Activity $activity, SearchFilter $filter): ?bool197+ {198+$startTime = $activity->getActualStartTime();199+if ($startTime === null) {200+return null;201+ }202+203+$filterDate = Carbon::parse($filter->getFilterValue());204+205+return $startTime->gte($filterDate) ? null : false;206+ }207+208+private function checkEndDate(Activity $activity, SearchFilter $filter): ?bool209+ {210+$endTime = $activity->getActualEndTime();211+if ($endTime === null) {212+return null;213+ }214+215+$filterDate = Carbon::parse($filter->getFilterValue())->endOfDay();216+217+return $endTime->lte($filterDate) ? null : false;218+ }219+220+private function checkLanguages(Activity $activity, SearchFilter $filter): ?bool221+ {222+$activityLanguage = $activity->getLanguageCode();223+if ($activityLanguage === null) {224+return null;225+ }226+227+// Filter values are always base language codes (e.g., 'en', 'fr').228+// Extract base code from activity locale (e.g., en_GB -> en) to match ES query behavior.229+// See LanguageFilterDefinition::getQueries() which uses regex: $language . '_[a-z]{2}'230+$activityLangCode = explode('_', $activityLanguage)[0];231+$filterLanguage = $filter->getFilterValue();232+233+return $activityLangCode === $filterLanguage ? null : false;69 }234 }70}235}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.","depth":21,"on_screen":false,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I’m on page “<tabTitle>Jy 20493 smart instant nudge pre filtering by niko</tabTitle>” with “<selection>@@ -4,16 +4,17 @@445namespace Jiminny\\Component\\Nudge\\Job;5namespace Jiminny\\Component\\Nudge\\Job;667+use Carbon\\Carbon;7use Illuminate\\Bus\\Queueable;8use Illuminate\\Bus\\Queueable;8use Illuminate\\Contracts\\Queue\\ShouldQueue;9use Illuminate\\Contracts\\Queue\\ShouldQueue;9-use Illuminate\\Database\\Eloquent\\Builder;10use Illuminate\\Foundation\\Bus\\Dispatchable;10use Illuminate\\Foundation\\Bus\\Dispatchable;11use Illuminate\\Queue\\InteractsWithQueue;11use Illuminate\\Queue\\InteractsWithQueue;12use Illuminate\\Queue\\SerializesModels;12use Illuminate\\Queue\\SerializesModels;13use Illuminate\\Support\\Facades\\Log;13use Illuminate\\Support\\Facades\\Log;14use Jiminny\\Component\\Queue\\Constants;14use Jiminny\\Component\\Queue\\Constants;15use Jiminny\\Models\\Activity;15use Jiminny\\Models\\Activity;16use Jiminny\\Models\\Activity\\Search;16use Jiminny\\Models\\Activity\\Search;17+use Jiminny\\Models\\Activity\\SearchFilter;17use Jiminny\\Models\\Nudge;18use Jiminny\\Models\\Nudge;18use Jiminny\\Models\\Team;19use Jiminny\\Models\\Team;1920@@ -34,37 +35,201 @@343535public function handle(): void36public function handle(): void36 {37 {37-/** @var Activity $activity */38+$activity = Activity::with(['user.group'])->uuid($this->activityUuid, false)->firstOrFail();38-$activity = Activity::with(['user'])->uuid($this->activityUuid, false)->firstOrFail();39-40-/** @var Team $team */41$team = Team::with(['users'])->findOrFail($activity->user->team_id);39$team = Team::with(['users'])->findOrFail($activity->user->team_id);424043- Log::info(__METHOD__ . " Running for team $team->id.", [44-'activity_id' => $activity->id,45-'activity_uuid' => $this->activityUuid,46-'team_id' => $team->id,47- ]);48-49$usersIds = $team->users->pluck('id')->toArray();41$usersIds = $team->users->pluck('id')->toArray();504251-$searchesWithImmediateNudges = Activity\\Search::with(['nudges'])43+$searchesWithImmediateNudges = Activity\\Search::with([44+'nudges' => fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY),45+'filters',46+ ])52 ->whereIn('user_id', $usersIds)47 ->whereIn('user_id', $usersIds)53- ->whereHas('nudges', function (Builder $query) {48+ ->whereHas('nudges', fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY))54-$query->where('frequency', Nudge::FREQ_INSTANTLY);49+ ->get();55- })->get();50+51+$totalSearches = $searchesWithImmediateNudges->count();52+$skippedCount = 0;53+54+$searchesWithImmediateNudges->each(function (Search $search) use ($activity, &$skippedCount): void {55+$matchResult = $this->activityMightMatchSearch($activity, $search);565657-$searchesWithImmediateNudges->each(function (Search $search): void {57+if (! $matchResult['matches']) {58-$search->nudges->each(function (Nudge $nudge): void {58+$skippedCount++;59-// Filter only nudges that are set to be sent instantly59+ Log::info('Pre-filter skipped nudge dispatch', [60-if ($nudge->frequency === Nudge::FREQ_INSTANTLY) {60+'activity_uuid' => $activity->getUuid(),61- Log::info("Dispatching ProcessNudgeSearchJob for nudge $nudge->id.");61+'search_id' => $search->getId(),62+'mismatched_filter' => $matchResult['mismatch_reason'],63+'filter_value' => $matchResult['filter_value'],64+ ]);626563- ProcessNudgeSearchJob::dispatch($nudge);66+return;67+ }646865- Log::info("ProcessNudgeSearchJob dispatched for nudge $nudge->id.");69+$search->nudges->each(fn ($nudge) => ProcessNudgeSearchJob::dispatch($nudge));66- }67- });68 });70 });71+72+if ($totalSearches > 0) {73+ Log::info('Nudge pre-filter results', [74+'activity_uuid' => $activity->getUuid(),75+'total_searches' => $totalSearches,76+'skipped' => $skippedCount,77+'dispatched' => $totalSearches - $skippedCount,78+'skip_rate' => round(($skippedCount / $totalSearches) * 100, 2) . '%',79+ ]);80+ }81+ }82+83+private function activityMightMatchSearch(Activity $activity, Search $search): array84+ {85+foreach ($search->filters as $filter) {86+$filterName = $filter->getFilterProperty();87+88+$result = match ($filterName) {89+'group_id' => $this->checkGroupId($activity, $filter),90+'user_id' => $this->checkUserId($activity, $filter),91+'channel_id' => $this->checkChannelId($activity, $filter),92+'provider_id' => $this->checkProviderId($activity, $filter),93+'category_id' => $this->checkCategoryId($activity, $filter),94+'min_duration' => $this->checkMinDuration($activity, $filter),95+'max_duration' => $this->checkMaxDuration($activity, $filter),96+'not_logged' => $this->checkNotLogged($activity, $filter),97+'only_recorded' => $this->checkOnlyRecorded($activity, $filter),98+'languages' => $this->checkLanguages($activity, $filter),99+'stage_id' => $this->checkStageId($activity, $filter),100+'start_date' => $this->checkStartDate($activity, $filter),101+'end_date' => $this->checkEndDate($activity, $filter),102+default => null, // Unknown filter - can't pre-check, assume might match103+ };104+105+if ($result === false) {106+return [107+'matches' => false,108+'mismatch_reason' => $filterName,109+'filter_value' => $filter->getFilterValue(),110+ ];111+ }112+ }113+114+return ['matches' => true];115+ }116+117+private function checkGroupId(Activity $activity, SearchFilter $filter): ?bool118+ {119+$groupUuid = $activity->user->getGroup()?->getUuid();120+if ($groupUuid === null) {121+return null;122+ }123+124+return $filter->getFilterValue() === $groupUuid ? null : false;125+ }126+127+private function checkUserId(Activity $activity, SearchFilter $filter): ?bool128+ {129+return $filter->getFilterValue() === $activity->user->getUuid() ? null : false;130+ }131+132+private function checkChannelId(Activity $activity, SearchFilter $filter): ?bool133+ {134+return $filter->getFilterValue() === $activity->getType() ? null : false;135+ }136+137+private function checkProviderId(Activity $activity, SearchFilter $filter): ?bool138+ {139+return $filter->getFilterValue() === $activity->getProvider() ? null : false;140+ }141+142+private function checkCategoryId(Activity $activity, SearchFilter $filter): ?bool143+ {144+$categoryId = $activity->getCategory()?->getUuid();145+if ($categoryId === null) {146+return null;147+ }148+149+return $filter->getFilterValue() === $categoryId ? null : false;150+ }151+152+private function checkMinDuration(Activity $activity, SearchFilter $filter): ?bool153+ {154+return $activity->getDuration() >= (float) $filter->getFilterValue() ? null : false;155+ }156+157+private function checkMaxDuration(Activity $activity, SearchFilter $filter): ?bool158+ {159+return $activity->getDuration() <= (float) $filter->getFilterValue() ? null : false;160+ }161+162+private function checkNotLogged(Activity $activity, SearchFilter $filter): ?bool163+ {164+if (! $filter->getFilterValue()) {165+return null;166+ }167+168+$isLogged = $activity->getCrmProviderId() !== null;169+$isInternal = $activity->isInternal();170+171+return (! $isLogged || $isInternal) ? null : false;172+ }173+174+private function checkOnlyRecorded(Activity $activity, SearchFilter $filter): ?bool175+ {176+$filterValue = (int) $filter->getFilterValue();177+$hasRecording = $activity->recording_state !== Activity::RECORDING_OFF;178+179+return match ($filterValue) {180+1 => $hasRecording ? null : false, // Only recorded181+2 => ! $hasRecording ? null : false, // Only non-recorded182+default => null,183+ };184+ }185+186+private function checkStageId(Activity $activity, SearchFilter $filter): ?bool187+ {188+$stageId = $activity->getStage()?->getUuid();189+if ($stageId === null) {190+return null; // No stage, let ES handle191+ }192+193+return $filter->getFilterValue() === $stageId ? null : false;194+ }195+196+private function checkStartDate(Activity $activity, SearchFilter $filter): ?bool197+ {198+$startTime = $activity->getActualStartTime();199+if ($startTime === null) {200+return null;201+ }202+203+$filterDate = Carbon::parse($filter->getFilterValue());204+205+return $startTime->gte($filterDate) ? null : false;206+ }207+208+private function checkEndDate(Activity $activity, SearchFilter $filter): ?bool209+ {210+$endTime = $activity->getActualEndTime();211+if ($endTime === null) {212+return null;213+ }214+215+$filterDate = Carbon::parse($filter->getFilterValue())->endOfDay();216+217+return $endTime->lte($filterDate) ? null : false;218+ }219+220+private function checkLanguages(Activity $activity, SearchFilter $filter): ?bool221+ {222+$activityLanguage = $activity->getLanguageCode();223+if ($activityLanguage === null) {224+return null;225+ }226+227+// Filter values are always base language codes (e.g., 'en', 'fr').228+// Extract base code from activity locale (e.g., en_GB -> en) to match ES query behavior.229+// See LanguageFilterDefinition::getQueries() which uses regex: $language . '_[a-z]{2}'230+$activityLangCode = explode('_', $activityLanguage)[0];231+$filterLanguage = $filter->getFilterValue();232+233+return $activityLangCode === $filterLanguage ? null : false;69 }234 }70}235}</selection>” selected.","depth":23,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.","depth":23,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Expand","depth":21,"on_screen":false,"role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Listen","depth":22,"on_screen":false,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXHeading","text":"Gemini said","depth":20,"on_screen":false,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Gemini said","depth":21,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"This code selection introduces a","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"pre-filtering mechanism","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"to the","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Jiminny\\Component\\Nudge\\Job","depth":25,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"namespace. The primary goal is to optimize performance by validating an activity against search criteria in-memory before dispatching costly background jobs.","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Core Functionality Changes","depth":23,"on_screen":false,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Core Functionality Changes","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Selective Loading:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"handle()","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"method now eager-loads","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"user.group","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"for activities and specifically filters for","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"FREQ_INSTANTLY","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"nudges and their associated search filters.","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Pre-Dispatch Validation:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Instead of dispatching jobs for every instant nudge, the system now calls","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"activityMightMatchSearch()","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":".","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Short-Circuiting:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"If an activity fails a pre-filter check (e.g., mismatched user ID or duration), the job dispatch is skipped, and the event is logged with the specific mismatch reason.","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Performance Metrics:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Adds summary logging at the end of the process to track:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Total searches processed.","depth":28,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Number of skipped dispatches.","depth":28,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The \"Skip Rate\" percentage.","depth":28,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Implemented Filter Checks","depth":23,"on_screen":false,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Implemented Filter Checks","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The logic includes a","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"match","depth":25,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"expression to validate various activity attributes against","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"SearchFilter","depth":25,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"values:","depth":24,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Identity & Metadata:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Matches for","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"group_id","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":",","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"user_id","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":",","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"channel_id","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":", and","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"provider_id","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":".","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Temporal & Duration:","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"* Validates","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"min_duration","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"and","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"max_duration","depth":27,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":".","depth":26,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Checks","depth":28,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"start_date","depth":29,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] -4,16 +4,17 @@445namespace Jiminny\Component\Nudge\Job;5namespace Jiminny\Component\Nudge\Job;667+use Carbon\Carbon;7use Illuminate\Bus\Queueable;8use Illuminate\Bus\Queueable;8use Illuminate\Contracts\Queue\ShouldQueue;9use Illuminate\Contracts\Queue\ShouldQueue;9-use Illuminate\Database\Eloquent\Builder;10use Illuminate\Foundation\Bus\Dispatchable;10use Illuminate\Foundation\Bus\Dispatchable;11use Illuminate\Queue\InteractsWithQueue;11use Illuminate\Queue\InteractsWithQueue;12use Illuminate\Queue\SerializesModels;12use Illuminate\Queue\SerializesModels;13use Illuminate\Support\Facades\Log;13use Illuminate\Support\Facades\Log;14use Jiminny\Component\Queue\Constants;14use Jiminny\Component\Queue\Constants;15use Jiminny\Models\Activity;15use Jiminny\Models\Activity;16use Jiminny\Models\Activity\Search;16use Jiminny\Models\Activity\Search;17+use Jiminny\Models\Activity\SearchFilter;17use Jiminny\Models\Nudge;18use Jiminny\Models\Nudge;18use Jiminny\Models\Team;19use Jiminny\Models\Team;1920@@ -34,37 +35,201 @@343535public function handle(): void36public function handle(): void36 {37 {37-/** @var Activity $activity */38+$activity = Activity::with(['user.group'])->uuid($this->activityUuid, false)->firstOrFail();38-$activity = Activity::with(['user'])->uuid($this->activityUuid, false)->firstOrFail();39-40-/** @var Team $team */41$team = Team::with(['users'])->findOrFail($activity->user->team_id);39$team = Team::with(['users'])->findOrFail($activity->user->team_id);424043- Log::info(__METHOD__ . " Running for team $team->id.", [44-'activity_id' => $activity->id,45-'activity_uuid' => $this->activityUuid,46-'team_id' => $team->id,47- ]);48-49$usersIds = $team->users->pluck('id')->toArray();41$usersIds = $team->users->pluck('id')->toArray();504251-$searchesWithImmediateNudges = Activity\Search::with(['nudges'])43+$searchesWithImmediateNudges = Activity\Search::with([44+'nudges' => fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY),45+'filters',46+ ])52 ->whereIn('user_id', $usersIds)47 ->whereIn('user_id', $usersIds)53- ->whereHas('nudges', function (Builder $query) {48+ ->whereHas('nudges', fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY))54-$query->where('frequency', Nudge::FREQ_INSTANTLY);49+ ->get();55- })->get();50+51+$totalSearches = $searchesWithImmediateNudges->count();52+$skippedCount = 0;53+54+$searchesWithImmediateNudges->each(function (Search $search) use ($activity, &$skippedCount): void {55+$matchResult = $this->activityMightMatchSearch($activity, $search);565657-$searchesWithImmediateNudges->each(function (Search $search): void {57+if (! $matchResult['matches']) {58-$search->nudges->each(function (Nudge $nudge): void {58+$skippedCount++;59-// Filter only nudges that are set to be sent instantly59+ Log::info('Pre-filter skipped nudge dispatch', [60-if ($nudge->frequency === Nudge::FREQ_INSTANTLY) {60+'activity_uuid' => $activity->getUuid(),61- Log::info("Dispatching ProcessNudgeSearchJob for nudge $nudge->id.");61+'search_id' => $search->getId(),62+'mismatched_filter' => $matchResult['mismatch_reason'],63+'filter_value' => $matchResult['filter_value'],64+ ]);626563- ProcessNudgeSearchJob::dispatch($nudge);66+return;67+ }646865- Log::info("ProcessNudgeSearchJob dispatched for nudge $nudge->id.");69+$search->nudges->each(fn ($nudge) => ProcessNudgeSearchJob::dispatch($nudge));66- }67- });68 });70 });71+72+if ($totalSearches > 0) {73+ Log::info('Nudge pre-filter results', [74+'activity_uuid' => $activity->getUuid(),75+'total_searches' => $totalSearches,76+'skipped' => $skippedCount,77+'dispatched' => $totalSearches - $skippedCount,78+'skip_rate' => round(($skippedCount / $totalSearches) * 100, 2) . '%',79+ ]);80+ }81+ }82+83+private function activityMightMatchSearch(Activity $activity, Search $search): array84+ {85+foreach ($search->filters as $filter) {86+$filterName = $filter->getFilterProperty();87+88+$result = match ($filterName) {89+'group_id' => $this->checkGroupId($activity, $filter),90+'user_id' => $this->checkUserId($activity, $filter),91+'channel_id' => $this->checkChannelId($activity, $filter),92+'provider_id' => $this->checkProviderId($activity, $filter),93+'category_id' => $this->checkCategoryId($activity, $filter),94+'min_duration' => $this->checkMinDuration($activity, $filter),95+'max_duration' => $this->checkMaxDuration($activity, $filter),96+'not_logged' => $this->checkNotLogged($activity, $filter),97+'only_recorded' => $this->checkOnlyRecorded($activity, $filter),98+'languages' => $this->checkLanguages($activity, $filter),99+'stage_id' => $this->checkStageId($activity, $filter),100+'start_date' => $this->checkStartDate($activity, $filter),101+'end_date' => $this->checkEndDate($activity, $filter),102+default => null, // Unknown filter - can't pre-check, assume might match103+ };104+105+if ($result === false) {106+return [107+'matches' => false,108+'mismatch_reason' => $filterName,109+'filter_value' => $filter->getFilterValue(),110+ ];111+ }112+ }113+114+return ['matches' => true];115+ }116+117+private function checkGroupId(Activity $activity, SearchFilter $filter): ?bool118+ {119+$groupUuid = $activity->user->getGroup()?->getUuid();120+if ($groupUuid === null) {121+return null;122+ }123+124+return $filter->getFilterValue() === $groupUuid ? null : false;125+ }126+127+private function checkUserId(Activity $activity, SearchFilter $filter): ?bool128+ {129+return $filter->getFilterValue() === $activity->user->getUuid() ? null : false;130+ }131+132+private function checkChannelId(Activity $activity, SearchFilter $filter): ?bool133+ {134+return $filter->getFilterValue() === $activity->getType() ? null : false;135+ }136+137+private function checkProviderId(Activity $activity, SearchFilter $filter): ?bool138+ {139+return $filter->getFilterValue() === $activity->getProvider() ? null : false;140+ }141+142+private function checkCategoryId(Activity $activity, SearchFilter $filter): ?bool143+ {144+$categoryId = $activity->getCategory()?->getUuid();145+if ($categoryId === null) {146+return null;147+ }148+149+return $filter->getFilterValue() === $categoryId ? null : false;150+ }151+152+private function checkMinDuration(Activity $activity, SearchFilter $filter): ?bool153+ {154+return $activity->getDuration() >= (float) $filter->getFilterValue() ? null : false;155+ }156+157+private function checkMaxDuration(Activity $activity, SearchFilter $filter): ?bool158+ {159+return $activity->getDuration() <= (float) $filter->getFilterValue() ? null : false;160+ }161+162+private function checkNotLogged(Activity $activity, SearchFilter $filter): ?bool163+ {164+if (! $filter->getFilterValue()) {165+return null;166+ }167+168+$isLogged = $activity->getCrmProviderId() !== null;169+$isInternal = $activity->isInternal();170+171+return (! $isLogged || $isInternal) ? null : false;172+ }173+174+private function checkOnlyRecorded(Activity $activity, SearchFilter $filter): ?bool175+ {176+$filterValue = (int) $filter->getFilterValue();177+$hasRecording = $activity->recording_state !== Activity::RECORDING_OFF;178+179+return match ($filterValue) {180+1 => $hasRecording ? null : false, // Only recorded181+2 => ! $hasRecording ? null : false, // Only non-recorded182+default => null,183+ };184+ }185+186+private function checkStageId(Activity $activity, SearchFilter $filter): ?bool187+ {188+$stageId = $activity->getStage()?->getUuid();189+if ($stageId === null) {190+return null; // No stage, let ES handle191+ }192+193+return $filter->getFilterValue() === $stageId ? null : false;194+ }195+196+private function checkStartDate(Activity $activity, SearchFilter $filter): ?bool197+ {198+$startTime = $activity->getActualStartTime();199+if ($startTime === null) {200+return null;201+ }202+203+$filterDate = Carbon::parse($filter->getFilterValue());204+205+return $startTime->gte($filterDate) ? null : false;206+ }207+208+private function checkEndDate(Activity $activity, SearchFilter $filter): ?bool209+ {210+$endTime = $activity->getActualEndTime();211+if ($endTime === null) {212+return null;213+ }214+215+$filterDate = Carbon::parse($filter->getFilterValue())->endOfDay();216+217+return $endTime->lte($filterDate) ? null : false;218+ }219+220+private function checkLanguages(Activity $activity, SearchFilter $filter): ?bool221+ {222+$activityLanguage = $activity->getLanguageCode();223+if ($activityLanguage === null) {224+return null;225+ }226+227+// Filter values are always base language codes (e.g., 'en', 'fr').228+// Extract base code from activity locale (e.g., en_GB -> en) to match ES query behavior.229+// See LanguageFilterDefinition::getQueries() which uses regex: $language . '_[a-z]{2}'230+$activityLangCode = explode('_', $activityLanguage)[0];231+$filterLanguage = $filter->getFilterValue();232+233+return $activityLangCode === $filterLanguage ? null : false;69 }234 }70}235}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20493 smart instant nudge pre filtering by niko</tabTitle>” with “<selection>@@ -4,16 +4,17 @@445namespace Jiminny\Component\Nudge\Job;5namespace Jiminny\Component\Nudge\Job;667+use Carbon\Carbon;7use Illuminate\Bus\Queueable;8use Illuminate\Bus\Queueable;8use Illuminate\Contracts\Queue\ShouldQueue;9use Illuminate\Contracts\Queue\ShouldQueue;9-use Illuminate\Database\Eloquent\Builder;10use Illuminate\Foundation\Bus\Dispatchable;10use Illuminate\Foundation\Bus\Dispatchable;11use Illuminate\Queue\InteractsWithQueue;11use Illuminate\Queue\InteractsWithQueue;12use Illuminate\Queue\SerializesModels;12use Illuminate\Queue\SerializesModels;13use Illuminate\Support\Facades\Log;13use Illuminate\Support\Facades\Log;14use Jiminny\Component\Queue\Constants;14use Jiminny\Component\Queue\Constants;15use Jiminny\Models\Activity;15use Jiminny\Models\Activity;16use Jiminny\Models\Activity\Search;16use Jiminny\Models\Activity\Search;17+use Jiminny\Models\Activity\SearchFilter;17use Jiminny\Models\Nudge;18use Jiminny\Models\Nudge;18use Jiminny\Models\Team;19use Jiminny\Models\Team;1920@@ -34,37 +35,201 @@343535public function handle(): void36public function handle(): void36 {37 {37-/** @var Activity $activity */38+$activity = Activity::with(['user.group'])->uuid($this->activityUuid, false)->firstOrFail();38-$activity = Activity::with(['user'])->uuid($this->activityUuid, false)->firstOrFail();39-40-/** @var Team $team */41$team = Team::with(['users'])->findOrFail($activity->user->team_id);39$team = Team::with(['users'])->findOrFail($activity->user->team_id);424043- Log::info(__METHOD__ . " Running for team $team->id.", [44-'activity_id' => $activity->id,45-'activity_uuid' => $this->activityUuid,46-'team_id' => $team->id,47- ]);48-49$usersIds = $team->users->pluck('id')->toArray();41$usersIds = $team->users->pluck('id')->toArray();504251-$searchesWithImmediateNudges = Activity\Search::with(['nudges'])43+$searchesWithImmediateNudges = Activity\Search::with([44+'nudges' => fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY),45+'filters',46+ ])52 ->whereIn('user_id', $usersIds)47 ->whereIn('user_id', $usersIds)53- ->whereHas('nudges', function (Builder $query) {48+ ->whereHas('nudges', fn ($q) => $q->where('frequency', Nudge::FREQ_INSTANTLY))54-$query->where('frequency', Nudge::FREQ_INSTANTLY);49+ ->get();55- })->get();50+51+$totalSearches = $searchesWithImmediateNudges->count();52+$skippedCount = 0;53+54+$searchesWithImmediateNudges->each(function (Search $search) use ($activity, &$skippedCount): void {55+$matchResult = $this->activityMightMatchSearch($activity, $search);565657-$searchesWithImmediateNudges->each(function (Search $search): void {57+if (! $matchResult['matches']) {58-$search->nudges->each(function (Nudge $nudge): void {58+$skippedCount++;59-// Filter only nudges that are set to be sent instantly59+ Log::info('Pre-filter skipped nudge dispatch', [60-if ($nudge->frequency === Nudge::FREQ_INSTANTLY) {60+'activity_uuid' => $activity->getUuid(),61- Log::info("Dispatching ProcessNudgeSearchJob for nudge $nudge->id.");61+'search_id' => $search->getId(),62+'mismatched_filter' => $matchResult['mismatch_reason'],63+'filter_value' => $matchResult['filter_value'],64+ ]);626563- ProcessNudgeSearchJob::dispatch($nudge);66+return;67+ }646865- Log::info("ProcessNudgeSearchJob dispatched for nudge $nudge->id.");69+$search->nudges->each(fn ($nudge) => ProcessNudgeSearchJob::dispatch($nudge));66- }67- });68 });70 });71+72+if ($totalSearches > 0) {73+ Log::info('Nudge pre-filter results', [74+'activity_uuid' => $activity->getUuid(),75+'total_searches' => $totalSearches,76+'skipped' => $skippedCount,77+'dispatched' => $totalSearches - $skippedCount,78+'skip_rate' => round(($skippedCount / $totalSearches) * 100, 2) . '%',79+ ]);80+ }81+ }82+83+private function activityMightMatchSearch(Activity $activity, Search $search): array84+ {85+foreach ($search->filters as $filter) {86+$filterName = $filter->getFilterProperty();87+88+$result = match ($filterName) {89+'group_id' => $this->checkGroupId($activity, $filter),90+'user_id' => $this->checkUserId($activity, $filter),91+'channel_id' => $this->checkChannelId($activity, $filter),92+'provider_id' => $this->checkProviderId($activity, $filter),93+'category_id' => $this->checkCategoryId($activity, $filter),94+'min_duration' => $this->checkMinDuration($activity, $filter),95+'max_duration' => $this->checkMaxDuration($activity, $filter),96+'not_logged' => $this->checkNotLogged($activity, $filter),97+'only_recorded' => $this->checkOnlyRecorded($activity, $filter),98+'languages' => $this->checkLanguages($activity, $filter),99+'stage_id' => $this->checkStageId($activity, $filter),100+'start_date' => $this->checkStartDate($activity, $filter),101+'end_date' => $this->checkEndDate($activity, $filter),102+default => null, // Unknown filter - can't pre-check, assume might match103+ };104+105+if ($result === false) {106+return [107+'matches' => false,108+'mismatch_reason' => $filterName,109+'filter_value' => $filter->getFilterValue(),110+ ];111+ }112+ }113+114+return ['matches' => true];115+ }116+117+private function checkGroupId(Activity $activity, SearchFilter $filter): ?bool118+ {119+$groupUuid = $activity->user->getGroup()?->getUuid();120+if ($groupUuid === null) {121+return null;122+ }123+124+return $filter->getFilterValue() === $groupUuid ? null : false;125+ }126+127+private function checkUserId(Activity $activity, SearchFilter $filter): ?bool128+ {129+return $filter->getFilterValue() === $activity->user->getUuid() ? null : false;130+ }131+132+private function checkChannelId(Activity $activity, SearchFilter $filter): ?bool133+ {134+return $filter->getFilterValue() === $activity->getType() ? null : false;135+ }136+137+private function checkProviderId(Activity $activity, SearchFilter $filter): ?bool138+ {139+return $filter->getFilterValue() === $activity->getProvider() ? null : false;140+ }141+142+private function checkCategoryId(Activity $activity, SearchFilter $filter): ?bool143+ {144+$categoryId = $activity->getCategory()?->getUuid();145+if ($categoryId === null) {146+return null;147+ }148+149+return $filter->getFilterValue() === $categoryId ? null : false;150+ }151+152+private function checkMinDuration(Activity $activity, SearchFilter $filter): ?bool153+ {154+return $activity->getDuration() >= (float) $filter->getFilterValue() ? null : false;155+ }156+157+private function checkMaxDuration(Activity $activity, SearchFilter $filter): ?bool158+ {159+return $activity->getDuration() <= (float) $filter->getFilterValue() ? null : false;160+ }161+162+private function checkNotLogged(Activity $activity, SearchFilter $filter): ?bool163+ {164+if (! $filter->getFilterValue()) {165+return null;166+ }167+168+$isLogged = $activity->getCrmProviderId() !== null;169+$isInternal = $activity->isInternal();170+171+return (! $isLogged || $isInternal) ? null : false;172+ }173+174+private function checkOnlyRecorded(Activity $activity, SearchFilter $filter): ?bool175+ {176+$filterValue = (int) $filter->getFilterValue();177+$hasRecording = $activity->recording_state !== Activity::RECORDING_OFF;178+179+return match ($filterValue) {180+1 => $hasRecording ? null : false, // Only recorded181+2 => ! $hasRecording ? null : false, // Only non-recorded182+default => null,183+ };184+ }185+186+private function checkStageId(Activity $activity, SearchFilter $filter): ?bool187+ {188+$stageId = $activity->getStage()?->getUuid();189+if ($stageId === null) {190+return null; // No stage, let ES handle191+ }192+193+return $filter->getFilterValue() === $stageId ? null : false;194+ }195+196+private function checkStartDate(Activity $activity, SearchFilter $filter): ?bool197+ {198+$startTime = $activity->getActualStartTime();199+if ($startTime === null) {200+return null;201+ }202+203+$filterDate = Carbon::parse($filter->getFilterValue());204+205+return $startTime->gte($filterDate) ? null : false;206+ }207+208+private function checkEndDate(Activity $activity, SearchFilter $filter): ?bool209+ {210+$endTime = $activity->getActualEndTime();211+if ($endTime === null) {212+return null;213+ }214+215+$filterDate = Carbon::parse($filter->getFilterValue())->endOfDay();216+217+return $endTime->lte($filterDate) ? null : false;218+ }219+220+private function checkLanguages(Activity $activity, SearchFilter $filter): ?bool221+ {222+$activityLanguage = $activity->getLanguageCode();223+if ($activityLanguage === null) {224+return null;225+ }226+227+// Filter values are always base language codes (e.g., 'en', 'fr').228+// Extract base code from activity locale (e.g., en_GB -> en) to match ES query behavior.229+// See LanguageFilterDefinition::getQueries() which uses regex: $language . '_[a-z]{2}'230+$activityLangCode = explode('_', $activityLanguage)[0];231+$filterLanguage = $filter->getFilterValue();232+233+return $activityLangCode === $filterLanguage ? null : false;69 }234 }70}235}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
Expand
Listen
Gemini said
Gemini said
This code selection introduces a
pre-filtering mechanism
to the
Jiminny\Component\Nudge\Job
namespace. The primary goal is to optimize performance by validating an activity against search criteria in-memory before dispatching costly background jobs.
Core Functionality Changes
Core Functionality Changes
Selective Loading:
The
handle()
method now eager-loads
user.group
for activities and specifically filters for
FREQ_INSTANTLY
nudges and their associated search filters.
Pre-Dispatch Validation:
Instead of dispatching jobs for every instant nudge, the system now calls
activityMightMatchSearch()
.
Short-Circuiting:
If an activity fails a pre-filter check (e.g., mismatched user ID or duration), the job dispatch is skipped, and the event is logged with the specific mismatch reason.
Performance Metrics:
Adds summary logging at the end of the process to track:
Total searches processed.
Number of skipped dispatches.
The "Skip Rate" percentage.
Implemented Filter Checks
Implemented Filter Checks
The logic includes a
match
expression to validate various activity attributes against
SearchFilter
values:
Identity & Metadata:
Matches for
group_id
,
user_id
,
channel_id
, and
provider_id
.
Temporal & Duration:
* Validates
min_duration
and
max_duration
.
Checks
start_date...
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2026-05-12T08:40:58.620402+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-12/1778 /Users/lukas/.screenpipe/data/data/2026-05-12/1778575258620_m2.jpg...
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platform-inner-team (Channel) - Jiminny Inc - 4 ne platform-inner-team (Channel) - Jiminny Inc - 4 new items - Slack...
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True
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Nikolay Yankov
Today at 11:37:51 AM
11:37 AM
Тук са дадени best practices
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
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Versioning Published MCP Servers - Model Context Protocol
Galya Dimitrova
Today at 11:37:56 AM
11:37 AM
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
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Today at 11:40 AM
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Vasil Vasilev
Today at 11:39:42 AM
11:39 AM
И аз подозирам, че периодичко рефшрешва
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Today at 11:40:06 AM
11:40
точно заради такива потребители дето отварят една сесия, пишат нещо, зарязват я, след една седмица се връщат на нея
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Nikolay Yankov
Today at 11:40:21 AM
11:40 AM
replied to a thread:
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
има нотификации в спека на MCP
notifications/tools/list_changed
примерно този и ние можем да го имплементираме да казваме на клиентите, е има нова версия
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
Model Context Protocol
Resources - Model Context Protocol
Resources - Model Context Protocol
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Resources - Model Context Protocol
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idle
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Switch workspaces… (Jiminny Inc) Has new messages
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Nikolay Yankov
Today at 11:37:51 AM
11:37 AM
Тук са дадени best practices
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
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Versioning Published MCP Servers - Model Context Protocol
Galya Dimitrova
Today at 11:37:56 AM
11:37 AM
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
1 reply
Today at 11:40 AM
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Vasil Vasilev
Today at 11:39:42 AM
11:39 AM
И аз подозирам, че периодичко рефшрешва
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Today at 11:40:06 AM
11:40
точно заради такива потребители дето отварят една сесия, пишат нещо, зарязват я, след една седмица се връщат на нея
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Nikolay Yankov
Today at 11:40:21 AM
11:40 AM
replied to a thread:
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
има нотификации в спека на MCP
notifications/tools/list_changed
примерно този и ние можем да го имплементираме да казваме на клиентите, е има нова версия
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
Model Context Protocol
Resources - Model Context Protocol
Resources - Model Context Protocol
(21 kB)
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Resources - Model Context Protocol
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Vasil Vasilev
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rireroxVIeWMistombookmarksProtllesWindowny.sentry.io/issues/6873095751?project=82419New TabIssues / APP-1DTFJy 20820 es reindex stream mode)# (UY-20725] [HubSpot] Optimise CFFeb 28 10:00 PM@ JY-20725 add HS rate limit handlitExoloreEvents in this issuePipelines - jiminny/app08ID: 9748a53a3 hours ago | JSONPull requests - jiminny/appphp 0ho 8.3.30, Linux 6.1.164-196.303.amzn2023.aarch64 884620 © productionWY-207731 User Pilot not receivini@JY-20773 fix user pilot tracking ofrhighliahtshandledtransactionTrace: Trace IDWJY-20776) Automated report - selerrorSettings) TypeError: League|Flysystem|FA Platform Sprint 3 Q2 - Platform Tev Stack Trace@ JY-20625 1JJY-20742 1 MCP РОС Ь= Data ExplorerTypeErrorLeague\Flysystem\Filesystem::has(): Argument #1 (Slocation) must be of type string, null given, called in /home/jiminny/vendor/laravel/framework/src/Illuminate/Filesystem/FilesystemAdapter.php on line 218genericcodeT [JY-20776] Automated report - se9 liminnvCrashed in non-app: /vendor/league/flysystem/src/Filesystem.php:46 in League\Flysystem\Filesystem:has/app/Jobs/AutomatedReports/SendReportJob.php:80 in Jiminny|Jobs\AutomatedReports|SendReportJob:handleSssPath = SautomatedReportsService->getMed1aPath(SreportI/ Verify the file exists in S3if (1 Storage::disk('client-data-cloud')->exists(Ss3Path)) {Slogger->error(self::LOG_PREFIXReport file not found in S3',l'uuid' => Sthis->reportUuid,'s3Path' => Ss3Path,automatedReportsServiceObiect Jiminnv Services KloskAutomatedReportsAutomatedReportsServicejobDispatcherloggerObject Jiminny|Jobs|JobDispatcherObject IlluminatelLog\LogManagervendor/laravel/framework/src/llluminate/Container/BoundMethod.oho:36in llluminate Container BoundMethod=Illuminate Containerclosureif (static::isCallableWithAtSign(Scallback) || SdefaultMethod) {return static::callClass(Scontainer, Scallback, Sparameters, SdefaultMethod);return static::callßoundMethod(Scontainer, Scallback, function () use (Scontainer, Scallback, Sparameters) {return Scallback(...array_values(static::getMethodDependencies(Scontainer, Scallback, Sparameters))):$0.suppont Dally• In sh 20mserver name4% 07804bcba114os, buildView all tagsFirstLatestRecommendedView More EventsO Copy as vJump to: HighlightsStack TraceTraceContexty Editb35396f39bbc478e982a8d089c0623a9© Display= CopvasvShow 1 more frame• @ InAppvShow 14 more frames100% S8• Tue 12 May 11:40:58ê Ask Seer 2 /v Seer AutohxMeet Seer. vour Al assistantDebug faster with Sentry's agent,Seer. Seer connects to your repos,scans your issues, nigniignts quicknxes, and oroposes solutions, You caneven integrate with your favoriteagent to implement changes in code.[ Try out Seer nowv Issue Trackinga GitHubv ActivityAdd a comment.Marked as Ongoina6 months agoRegressed6 months aadby Sentry in 757713Recolved6 months agobv Martin PetkovView 3 morePeonleMPIN participatingCD AP +4 viewedSimilar Icsuec)Merged Issues...
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Switch workspaces… (Jiminny Inc) Has new messages
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Nikolay Yankov
Today at 11:37:51 AM
11:37 AM
Тук са дадени best practices
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
(21 kB)
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Versioning Published MCP Servers - Model Context Protocol
Galya Dimitrova
Today at 11:37:56 AM
11:37 AM
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
1 reply
Today at 11:40 AM
View thread
Vasil Vasilev
Today at 11:39:42 AM
11:39 AM
И аз подозирам, че периодичко рефшрешва
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Today at 11:40:06 AM
11:40
точно заради такива потребители дето отварят една сесия, пишат нещо, зарязват я, след една седмица се връщат на нея
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Nikolay Yankov
Today at 11:40:21 AM
11:40 AM
replied to a thread:
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
има нотификации в спека на MCP
notifications/tools/list_changed
примерно този и ние можем да го имплементираме да казваме на клиентите, е има нова версия
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
Model Context Protocol
Resources - Model Context Protocol
Resources - Model Context Protocol
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Resources - Model Context Protocol
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Switch workspaces… (Jiminny Inc) Has new messages
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Nikolay Yankov
Today at 11:37:51 AM
11:37 AM
Тук са дадени best practices
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
https://modelcontextprotocol.io/registry/versioning#versioning-published-mcp-servers
Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
Versioning Published MCP Servers - Model Context Protocol
(21 kB)
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Versioning Published MCP Servers - Model Context Protocol
Galya Dimitrova
Today at 11:37:56 AM
11:37 AM
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
1 reply
Today at 11:40 AM
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Vasil Vasilev
Today at 11:39:42 AM
11:39 AM
И аз подозирам, че периодичко рефшрешва
React with white_check_mark
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React with raised_hands
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Today at 11:40:06 AM
11:40
точно заради такива потребители дето отварят една сесия, пишат нещо, зарязват я, след една седмица се връщат на нея
React with white_check_mark
React with eyes
React with raised_hands
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Nikolay Yankov
Today at 11:40:21 AM
11:40 AM
replied to a thread:
все си мисля че АИя би трябвало да рефрешва схемите/версиите и при отворен чат който стои дълго. Ще е странно да чака нов да се отвори
има нотификации в спека на MCP
notifications/tools/list_changed
примерно този и ние можем да го имплементираме да казваме на клиентите, е има нова версия
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
https://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification
Model Context Protocol
Resources - Model Context Protocol
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Vasil Vasilev
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Steliyan Georgiev, Direct Message, 1 of 7 suggestions
Vasil Vasilev is typing
SlackFileEditViewGoHistoryWindowHelpDOCKERDOCKER (-zsh)₴81DEV (-zsh)О 882APP (-zsh)883EU ()-zshkibana["type" : "log""@timestamp": "2026-05-11T19:54:53Z"asticsearch""tags" : ["warning""el,"data"], "pid":7,'"message": "Unable to revive connection: [URL_WITH_CREDENTIALS] : "2026-05-11T19:54:53Z"tags"asticsearch", "data"],'"pid":7,"message": "No livingconnections "}kibana{"type" : "log", "@timestamp" : "2026-05-11T19:54:53Z"ugins""licensing"], "pid" :7,"message" : "License informationwarning","el"warning"obtained from Elasticsearch due to Error:No Livingconnectionskibana1 {"type" : "log","@timestamp": "2026-05-11T19:54:54Z""tags" : ["error"ticsearch", "data"], "pid" :7, "message" : "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch: 9200"}kibana1 {"type" : "log","@timestamp": "2026-05-11T19:54:54Z", "tags" : ["warning", "elasticsearch", "data"],"pid" :7,"message":"Unable to revive connection: [URL_WITH_CREDENTIALS] "2026-05-11T19:54:54Z", "tags" : ["warning", "elasticsearch", "data"],"pid":7,"message"• "No livingconnections"}kibana1 {"type": "log""@timestamp": "2026-05-11T19:54:54Z","tags": ["error","plugins", "taskManager""taskManager"], "pid":7, "message": "Failed to poll for work: Error: NoLiving connections"}kibana1 {"type": "log", "@timestamp" : "2026-05-11T19:54:57Z", "tags" : ["error", "elasticsearch".,"data"], "pid" :7, "message" :"[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200*}kibana1 {"type" : "Log","@timestamp" : "2026-05-11T19:54:57Z","tags" : ["warning", "elasticsearch", "data"], "pid" :7, "message": "Unable to revive connection: [URL_WITH_CREDENTIALS] : "2026-05-11T19:54:57Z" , "tags" : ["warning", "elasticsearch", "data"], "pid" :7, "message": "No living connections"}kibanaI {"type" : "log", "@timestamp" : "2026-05-11T19:54:57Z", "tags" : ["error"ins","taskManager", "taskManager"], "pid":7, "message": "Failed to poll for work: Error: NoLiving connections"}I {"type" : "log", "@timestamp" : "2026-05-11T19:54:59Z","tags" : ["error", "elasticsearch", "data"], "pid" :7, "message" : "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200"}1 {"type" : "log","@timestamp": "2026-05-11T19:55: 00Z", "tags" : ["warning"asticsearch", "data"], "pid" :7, "message": "Unable to revive connection: [URL_WITH_CREDENTIALS] : "2026-05-11T19:55 :00Z", "tags" : ["warning", "elasticsearch", "data"], "pid" :7,"message": "No living connections"}1 {"type": "log", "@timestamp": "2026-05-11T19:55:00Z", "tags" : ["error", "plug, "taskManager",, "taskManager"], "pid" :7, "message" : "Failed to poll for work: Error: NoLiving connections"}unexpected EOFkas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/infrastructure/dev/docker (develop) $HomeDMsActivityFilesLaterMoreablSupport Daily - in 3h 20 m100% C8• Tue 12 May 11:40:59ED→QDescribe what you are looking forJiminny ...w Starrea* & platform-inner-team& 106 0• MessagesMore v+8jiminny-x-integrati..platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support#thank-yous# the_people_of jimi...P Channel Overviewдълго. Ще е стрэ"Today1 reply Today at 11.40 MMэка нов да се отвориVasil Vasilev 11:39 AMИ аз подозирам, че периодичко рефшрешваточно заради такива потребители дето отварятедна сесия, пишат нещо, зарязват я, след еднаседмица се врьщат на неяNikolay Yankov 11:40 AMreplied to a thread: все си мисля че АИя би тря...има нотификации в спека на МСРnotifications/tools/list_changedпримерно този и ние можем да гоимплементираме да казваме на клиентите, еима нова версияhttps://modelcontextprotocol.io/specification/draft/server/resources#list-changed-notification• Model Context ProtocolResources - Model Context Protocol (21 kB) -Model Context ProtocolDirect messages&. Petko Kashinski&. Steliyan GeorgievGalya DimitrovaR. Aneliya Angelovaa. Stefka StoyanovaVacil VacilauMessage & platform-inner-teamVasil Vasilev is typing...
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Jy 20820 es reindex stream model hydration by Vasi Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app — Work...
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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Unnamed Group
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20820 es reindex stream model hydration by Vasi</tabTitle>” with “<selection>@@ -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
This selection contains unit tests for the
LoadDocumentsAction
class, specifically focusing on the
loadDocuments
method. The tests verify how the system hydrates search engine document models from database entities, handling updates, deletions, and exceptions.
Core Functionality Tested
Core Functionality Tested
The tests use a mocked
EntityQueryBuilder
and anonymous
Searchable
classes to simulate different hydration scenarios:
Document Updates:
Verifies that active entities are correctly transformed into
Document
objects containing the expected ID and data (indexable attributes).
Document Deletions:
Ensures that entities flagged as
isDeleted
are processed for removal from the search index.
Mixed Results:
Validates the ability to process a collection containing both updateable and deletable entities in a single stream.
Empty Result Sets:
Confirms the system handles empty entity lists gracefully without errors.
Error Handling & Resilience
Error Handling & Resilience
Exception Catching:
A specific test case (
testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes
) ensures that if a single entity fails to hydrate due to an exception, the system:
Logs the error to
Sentry
using a
SyncActivityException
.
Continues processing other valid entities in the stream rather than failing the entire batch.
Technical Implementation Details
Technical Implementation Details
Mocking Strategy:
Uses
createMock
for dependencies and a custom
createEntityMock
helper to generate anonymous classes implementing the
Searchable
interface.
Assertions:
Utilizes PHPUnit assertions like
assertEquals
,
assertInstanceOf
, and
count
to verify the state of the returned result object.
Iterator Usage:
The
createQueryBuilderMock
uses an
ArrayIterator
to simulate a database cursor, reflecting the streaming nature of the hydration process.
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You said Role: You are a Technical Lead. Your task is to provide a clear, high-level summary of the provided code diff or PR selection. Instructions: Summarize the core objective: Explain what the code is doing and why (if apparent from the context) using precise and concise language. Highlight key changes: Break down the structural or logical changes made in the code. Formatting: Use headers and bulleted lists to make the summary highly scannable for a developer. Avoid long paragraphs. Accuracy: Maintain the exact meaning and factual accuracy of the provided code without hallucinating outside context.
You said
Role: You are a Technical Lead. Your task is to provide a clear, high-level summary of the provided code diff or PR selection.
Instructions:
Summarize the core objective: Explain what the code is doing and why (if apparent from the context) using precise and concise language.
Highlight key changes: Break down the structural or logical changes made in the code.
Formatting: Use headers and bulleted lists to make the summary highly scannable for a developer. Avoid long paragraphs.
Accuracy: Maintain the exact meaning and factual accuracy of the provided code without hallucinating outside context.
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Gemini said
Gemini said
Core Objective
Core Objective
This selection introduces a comprehensive suite of PHPUnit tests for the
LoadDocumentsAction
class. The goal is to verify the logic of the
loadDocuments
method, ensuring it correctly transforms streamed database entities into search-indexable documents, accurately segregates them into "update" and "delete" queues, and handles individual hydration failures without crashing the entire batch process.
Key Behaviors Verified
Key Behaviors Verified
Standard Hydration:
Confirms that active entities (
isDeleted = false
) are properly parsed into
Document
objects containing the correct IDs and indexable attributes.
Deletion Handling:
Ensures entities flagged as deleted (
isDeleted = true
) are added to the deletion queue and excluded from the update queue.
Mixed Batch Processing:
Validates the system's ability to process a single stream containing both active and deleted entities, successfully splitting them into their respective queues.
Empty Result Sets:
Verifies that providing an empty list of entity IDs resolves gracefully, returning zero documents to update or delete without error.
Fault Tolerance:
Ensures that if a specific entity throws an exception during attribute generation, the error is logged to Sentry (as a
SyncActivityException
), and the system successfully continues processing the remaining valid entities.
Structural & Mocking Changes
Structural & Mocking Changes
Anonymous Class Mocks:
Introduces helper methods (
createEntityMock
,
createEntityMockWithException
) that utilize anonymous classes implementing the
Searchable
interface to simulate different entity states cleanly.
Cursor Simulation:
Mocks the
EntityQueryBuilder
to return an
ArrayIterator
via a
cursor()
method, mimicking the streaming behavior of a database query.
Sentry Facade Swapping:
Implements a
SentryMock
to intercept and assert exception handling logic without triggering actual Sentry events during test execution.
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You said find potential issues and bottlenecks. Act as seasoned code reviewer. First get familiar with the changes. Then evaluate them file by file and look for potential issues. Be detailed and careful.
You said
find potential issues and bottlenecks. Act as seasoned code reviewer. First get familiar with the changes. Then evaluate them file by file and look for potential issues. Be detailed and careful.
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Gemini said
Gemini said
As a seasoned code reviewer, I’ve taken a close look at the provided test suite. Overall, the tests are well-structured: using anonymous classes for mocking
Searchable
entities is a clever way to avoid heavy mock setup, and using an
ArrayIterator
to simulate a database cursor is a solid approach for testing stream hydration.
However, looking carefully at the implementation details, there are a few potential issues, test-state leaks, and design quirks that we should address before merging.
Here is my detailed review of the provided changes:
Critical Issues & Test State Leaks
Critical Issues & Test State Leaks
Global State Mutation Without Cleanup (
Sentry::swap
)
The Issue:
In
testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes
(Line 139), you use
Sentry::swap($sentryMock);
. If there is no
tearDown()
method in this test class to reset or clear the Sentry facade, this mock will persist into other tests that run after it.
The Risk:
Subsequent tests that rely on Sentry (or expect it not to be mocked) will silently use this
SentryMock
. If they throw an exception, it will be caught by the "do nothing" mock, leading to false positives in your test suite.
Recommendation:
Add a
protected function tearDown(): void
method to this test class to reset the Sentry facade, or explicitly reset it at the end of the test.
Class Redeclaration Risk (
SentryMock
)
The Issue:
You defined
class SentryMock
(Lines 260-266) at the bottom of the file, outside the test class.
The Risk:
If PHPUnit loads this file multiple times, or if another test in the suite also defines a
class SentryMock
in the same namespace, the test suite will crash with a
Cannot declare class SentryMock, because the name is already in use
fatal error.
Recommendation:
Move
SentryMock
into a dedicated
tests/Mocks
directory/namespace, or use PHPUnit’s built-in mocking dynamically (e.g.,
$sentryMock = $this->createMock(HubInterface::class);
). If you really want a concrete mock, use an anonymous class right inside the test.
Logical Discrepancies & Bottlenecks
Logical Discrepancies & Bottlenecks
Exception Wrapping Assumption
The Issue:
In
createEntityMockWithException
(Line 237), the mock throws a native
\RuntimeException
. However, in the test (Line 137), Sentry is asserted to capture a
SyncActivityException
.
The Risk:
This implies that
LoadDocumentsAction
is catching the
\RuntimeException
and wrapping it in a
SyncActivityException
. While this is fine, if the underlying implementation actually just catches
Throwable
and logs it as-is, this test will fail.
Recommendation:
Ensure the actual action class explicitly handles this wrapping. To make the test clearer, you might want the mock to throw the exact exception type you expect the system to generate or handle, unless testing the wrapping logic is the explicit goal.
Memory Bottlenecks in Production (Implied by Assertions)
The Issue:
The tests heavily use
->toArray()
on the returned documents (e.g., Lines 54, 81, 109).
The Risk:
Since
EntityQueryBuilder->cursor()
is being used to prevent loading thousands of records into memory, if the underlying
LoadDocumentsAction
stores all processed
Document
objects in memory just to return them as a giant array or collection, it defeats the purpose of using a cursor.
Recommendation:
Verify that the actual implementation of
loadDocuments
yields a Generator or processes batches. If it returns a massive Collection of all documents, large reindex jobs will run out of memory.
Code Style & Minor Improvements
Code Style & Minor Improvements
Missing Return Types
The
captureException
method in
SentryMock
(Line 262) is missing a
: void
return type. Since this is modern PHP (indicated by constructor property promotion), strict types should be enforced everywhere.
Magic Numbers & Strings
While acceptable in tests, utilizing hardcoded strings like
'test_index'
across multiple anonymous classes is slightly repetitive. If the index changes, you have multiple places to update. Consider passing the index name as a parameter to the mock builder.
Overall, it's a very solid PR, but fixing the Sentry facade state leakage is critical to keeping the test suite reliable.
Would you like me to draft a refactored version of this test class that addresses the Sentry state leakage and class redeclaration issues?
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testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \\RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \\ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.","depth":21,"on_screen":false,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"You said","depth":23,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"I’m on page “<tabTitle>Jy 20820 es reindex stream model hydration by Vasi</tabTitle>” with “<selection>@@ -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \\RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \\ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected.","depth":23,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Please summarize the selection using precise and concise language. 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Platform Sprint 3 Q2 - Platform Team - Scrum Board Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
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SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS] -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20820 es reindex stream model hydration by Vasi</tabTitle>” with “<selection>@@ -0,0 +1,266 @@1+queryBuilder = $this->createMock(EntityQueryBuilder::class);29+$this->action = new LoadDocumentsAction($this->queryBuilder);30+ }31+32+public function testLoadDocumentsWithEntitiesToUpdate(): void33+ {34+$entityIds = [1, 2, 3];35+$updateTarget = UpdateTarget::ACTIVITY;36+37+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);38+$entity2 = $this->createEntityMock(2, false, ['field2' => 'value2']);39+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);40+41+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3]);42+43+$this->queryBuilder44+ ->expects($this->once())45+ ->method('getEntityQuery')46+ ->with($updateTarget, $entityIds)47+ ->willReturn($queryBuilder);48+49+$result = $this->action->loadDocuments($updateTarget, $entityIds);50+51+$this->assertEquals(3, $result->getDocumentsToUpdate()->count());52+$this->assertEquals(0, $result->getDocumentsToDelete()->count());53+54+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();55+$this->assertInstanceOf(Document::class, $documentsToUpdate[0]);56+$this->assertEquals('1', $documentsToUpdate[0]->getId());57+$this->assertEquals(['field1' => 'value1'], $documentsToUpdate[0]->getData());58+ }59+60+public function testLoadDocumentsWithEntitiesToDelete(): void61+ {62+$entityIds = [1, 2];63+$updateTarget = UpdateTarget::OPPORTUNITY;64+65+$entity1 = $this->createEntityMock(1, true, []);66+$entity2 = $this->createEntityMock(2, true, []);67+68+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);69+70+$this->queryBuilder71+ ->expects($this->once())72+ ->method('getEntityQuery')73+ ->with($updateTarget, $entityIds)74+ ->willReturn($queryBuilder);75+76+$result = $this->action->loadDocuments($updateTarget, $entityIds);77+78+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());79+$this->assertEquals(2, $result->getDocumentsToDelete()->count());80+81+$documentsToDelete = $result->getDocumentsToDelete()->toArray();82+$this->assertEquals(1, $documentsToDelete[0]);83+$this->assertEquals(2, $documentsToDelete[1]);84+ }85+86+public function testLoadDocumentsWithMixedEntities(): void87+ {88+$entityIds = [1, 2, 3, 4];89+$updateTarget = UpdateTarget::ACTIVITY;90+91+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);92+$entity2 = $this->createEntityMock(2, true, []);93+$entity3 = $this->createEntityMock(3, false, ['field3' => 'value3']);94+$entity4 = $this->createEntityMock(4, true, []);95+96+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2, $entity3, $entity4]);97+98+$this->queryBuilder99+ ->expects($this->once())100+ ->method('getEntityQuery')101+ ->with($updateTarget, $entityIds)102+ ->willReturn($queryBuilder);103+104+$result = $this->action->loadDocuments($updateTarget, $entityIds);105+106+$this->assertEquals(2, $result->getDocumentsToUpdate()->count());107+$this->assertEquals(2, $result->getDocumentsToDelete()->count());108+109+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();110+$this->assertEquals('1', $documentsToUpdate[0]->getId());111+$this->assertEquals('3', $documentsToUpdate[1]->getId());112+113+$documentsToDelete = $result->getDocumentsToDelete()->toArray();114+$this->assertEquals(2, $documentsToDelete[0]);115+$this->assertEquals(4, $documentsToDelete[1]);116+ }117+118+public function testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes(): void119+ {120+$entityIds = [1, 2];121+$updateTarget = UpdateTarget::ACTIVITY;122+123+$entity1 = $this->createEntityMock(1, false, ['field1' => 'value1']);124+$entity2 = $this->createEntityMockWithException(2, false);125+126+$queryBuilder = $this->createQueryBuilderMock([$entity1, $entity2]);127+128+$this->queryBuilder129+ ->expects($this->once())130+ ->method('getEntityQuery')131+ ->with($updateTarget, $entityIds)132+ ->willReturn($queryBuilder);133+134+$sentryMock = $this->createMock(SentryMock::class);135+$sentryMock->expects($this->once())136+ ->method('captureException')137+ ->with($this->isInstanceOf(SyncActivityException::class));138+139+ Sentry::swap($sentryMock);140+141+142+$result = $this->action->loadDocuments($updateTarget, $entityIds);143+144+$this->assertEquals(1, $result->getDocumentsToUpdate()->count());145+$this->assertEquals(0, $result->getDocumentsToDelete()->count());146+147+$documentsToUpdate = $result->getDocumentsToUpdate()->toArray();148+$this->assertEquals('1', $documentsToUpdate[0]->getId());149+ }150+151+public function testLoadDocumentsWithEmptyEntityList(): void152+ {153+$entityIds = [];154+$updateTarget = UpdateTarget::ACTIVITY;155+156+$queryBuilder = $this->createQueryBuilderMock([]);157+158+$this->queryBuilder159+ ->expects($this->once())160+ ->method('getEntityQuery')161+ ->with($updateTarget, $entityIds)162+ ->willReturn($queryBuilder);163+164+$result = $this->action->loadDocuments($updateTarget, $entityIds);165+166+$this->assertEquals(0, $result->getDocumentsToUpdate()->count());167+$this->assertEquals(0, $result->getDocumentsToDelete()->count());168+ }169+170+private function createEntityMock(int $id, bool $isDeleted, array $indexableAttributes): Searchable171+ {172+return new class ($id, $isDeleted, $indexableAttributes) implements Searchable {173+public function __construct(174+private int $id,175+private bool $isDeleted,176+private array $indexableAttributes177+ ) {178+ }179+180+public function getId(): int181+ {182+return $this->id;183+ }184+185+public function getIndex(): string186+ {187+return 'test_index';188+ }189+190+public function getSearchKey(): int191+ {192+return $this->id;193+ }194+195+public function getIndexableAttributes(): array196+ {197+return $this->indexableAttributes;198+ }199+200+public function isDeleted(): bool201+ {202+return $this->isDeleted;203+ }204+205+public function setRelations(array $relations): void206+ {207+ }208+ };209+ }210+211+private function createEntityMockWithException(int $id, bool $isDeleted): Searchable212+ {213+return new class ($id, $isDeleted) implements Searchable {214+public function __construct(215+private int $id,216+private bool $isDeleted217+ ) {218+ }219+220+public function getId(): int221+ {222+return $this->id;223+ }224+225+public function getIndex(): string226+ {227+return 'test_index';228+ }229+230+public function getSearchKey(): int231+ {232+return $this->id;233+ }234+235+public function getIndexableAttributes(): array236+ {237+throw new \RuntimeException('Failed to build indexable attributes');238+ }239+240+public function isDeleted(): bool241+ {242+return $this->isDeleted;243+ }244+245+public function setRelations(array $relations): void246+ {247+ }248+ };249+ }250+251+private function createQueryBuilderMock(array $entities): Builder&MockObject252+ {253+$queryBuilder = $this->createMock(Builder::class);254+$queryBuilder->method('cursor')->willReturn(new \ArrayIterator($entities));255+256+return $queryBuilder;257+ }258+}259+260+class SentryMock261+{262+public function captureException(Exception $e)263+ {264+// Do nothing.265+ }266+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
This selection contains unit tests for the
LoadDocumentsAction
class, specifically focusing on the
loadDocuments
method. The tests verify how the system hydrates search engine document models from database entities, handling updates, deletions, and exceptions.
Core Functionality Tested
Core Functionality Tested
The tests use a mocked
EntityQueryBuilder
and anonymous
Searchable
classes to simulate different hydration scenarios:
Document Updates:
Verifies that active entities are correctly transformed into
Document
objects containing the expected ID and data (indexable attributes).
Document Deletions:
Ensures that entities flagged as
isDeleted
are processed for removal from the search index.
Mixed Results:
Validates the ability to process a collection containing both updateable and deletable entities in a single stream.
Empty Result Sets:
Confirms the system handles empty entity lists gracefully without errors.
Error Handling & Resilience
Error Handling & Resilience
Exception Catching:
A specific test case (
testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes
) ensures that if a single entity fails to hydrate due to an exception, the system:
Logs the error to
Sentry
using a
SyncActivityException
.
Continues processing other valid entities in the stream rather than failing the entire batch.
Technical Implementation Details
Technical Implementation Details
Mocking Strategy:
Uses
createMock
for dependencies and a custom
createEntityMock
helper to generate anonymous classes implementing the
Searchable
interface.
Assertions:
Utilizes PHPUnit assertions like
assertEquals
,
assertInstanceOf
, and
count
to verify the state of the returned result object.
Iterator Usage:
The
createQueryBuilderMock
uses an
ArrayIterator
to simulate a database cursor, reflecting the streaming nature of the hydration process.
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You said Role: You are a Technical Lead. Your task is to provide a clear, high-level summary of the provided code diff or PR selection. Instructions: Summarize the core objective: Explain what the code is doing and why (if apparent from the context) using precise and concise language. Highlight key changes: Break down the structural or logical changes made in the code. Formatting: Use headers and bulleted lists to make the summary highly scannable for a developer. Avoid long paragraphs. Accuracy: Maintain the exact meaning and factual accuracy of the provided code without hallucinating outside context.
You said
Role: You are a Technical Lead. Your task is to provide a clear, high-level summary of the provided code diff or PR selection.
Instructions:
Summarize the core objective: Explain what the code is doing and why (if apparent from the context) using precise and concise language.
Highlight key changes: Break down the structural or logical changes made in the code.
Formatting: Use headers and bulleted lists to make the summary highly scannable for a developer. Avoid long paragraphs.
Accuracy: Maintain the exact meaning and factual accuracy of the provided code without hallucinating outside context.
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Gemini said
Gemini said
Core Objective
Core Objective
This selection introduces a comprehensive suite of PHPUnit tests for the
LoadDocumentsAction
class. The goal is to verify the logic of the
loadDocuments
method, ensuring it correctly transforms streamed database entities into search-indexable documents, accurately segregates them into "update" and "delete" queues, and handles individual hydration failures without crashing the entire batch process.
Key Behaviors Verified
Key Behaviors Verified
Standard Hydration:
Confirms that active entities (
isDeleted = false
) are properly parsed into
Document
objects containing the correct IDs and indexable attributes.
Deletion Handling:
Ensures entities flagged as deleted (
isDeleted = true
) are added to the deletion queue and excluded from the update queue.
Mixed Batch Processing:
Validates the system's ability to process a single stream containing both active and deleted entities, successfully splitting them into their respective queues.
Empty Result Sets:
Verifies that providing an empty list of entity IDs resolves gracefully, returning zero documents to update or delete without error.
Fault Tolerance:
Ensures that if a specific entity throws an exception during attribute generation, the error is logged to Sentry (as a
SyncActivityException
), and the system successfully continues processing the remaining valid entities.
Structural & Mocking Changes
Structural & Mocking Changes
Anonymous Class Mocks:
Introduces helper methods (
createEntityMock
,
createEntityMockWithException
) that utilize anonymous classes implementing the
Searchable
interface to simulate different entity states cleanly.
Cursor Simulation:
Mocks the
EntityQueryBuilder
to return an
ArrayIterator
via a
cursor()
method, mimicking the streaming behavior of a database query.
Sentry Facade Swapping:
Implements a
SentryMock
to intercept and assert exception handling logic without triggering actual Sentry events during test execution.
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You said find potential issues and bottlenecks. Act as seasoned code reviewer. First get familiar with the changes. Then evaluate them file by file and look for potential issues. Be detailed and careful.
You said
find potential issues and bottlenecks. Act as seasoned code reviewer. First get familiar with the changes. Then evaluate them file by file and look for potential issues. Be detailed and careful.
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Gemini said
Gemini said
As a seasoned code reviewer, I’ve taken a close look at the provided test suite. Overall, the tests are well-structured: using anonymous classes for mocking
Searchable
entities is a clever way to avoid heavy mock setup, and using an
ArrayIterator
to simulate a database cursor is a solid approach for testing stream hydration.
However, looking carefully at the implementation details, there are a few potential issues, test-state leaks, and design quirks that we should address before merging.
Here is my detailed review of the provided changes:
Critical Issues & Test State Leaks
Critical Issues & Test State Leaks
Global State Mutation Without Cleanup (
Sentry::swap
)
The Issue:
In
testLoadDocumentsHandlesExceptionWhenBuildingIndexableAttributes
(Line 139), you use
Sentry::swap($sentryMock);
. If there is no
tearDown()
method in this test class to reset or clear the Sentry facade, this mock will persist into other tests that run after it.
The Risk:
Subsequent tests that rely on Sentry (or expect it not to be mocked) will silently use this
SentryMock
. If they throw an exception, it will be caught by the "do nothing" mock, leading to false positives in your test suite.
Recommendation:
Add a
protected function tearDown(): void
method to this test class to reset the Sentry facade, or explicitly reset it at the end of the test.
Class Redeclaration Risk (
SentryMock
)
The Issue:
You defined
class SentryMock
(Lines 260-266) at the bottom of the file, outside the test class.
The Risk:
If PHPUnit loads this file multiple times, or if another test in the suite also defines a
class SentryMock
in the same namespace, the test suite will crash with a
Cannot declare class SentryMock, because the name is already in use
fatal error.
Recommendation:
Move
SentryMock
into a dedicated
tests/Mocks
directory/namespace, or use PHPUnit’s built-in mocking dynamically (e.g.,
$sentryMock = $this->createMock(HubInterface::class);
). If you really want a concrete mock, use an anonymous class right inside the test.
Logical Discrepancies & Bottlenecks
Logical Discrepancies & Bottlenecks
Exception Wrapping Assumption
The Issue:
In
createEntityMockWithException
(Line 237), the mock throws a native
\RuntimeException
. However, in the test (Line 137), Sentry is asserted to capture a
SyncActivityException
.
The Risk:
This implies that
LoadDocumentsAction
is catching the
\RuntimeException
and wrapping it in a
SyncActivityException
. While this is fine, if the underlying implementation actually just catches
Throwable
and logs it as-is, this test will fail.
Recommendation:
Ensure the actual action class explicitly handles this wrapping. To make the test clearer, you might want the mock to throw the exact exception type you expect the system to generate or handle, unless testing the wrapping logic is the explicit goal.
Memory Bottlenecks in Production (Implied by Assertions)
The Issue:
The tests heavily use
->toArray()
on the returned documents (e.g., Lines 54, 81, 109).
The Risk:
Since
EntityQueryBuilder->cursor()
is being used to prevent loading thousands of records into memory, if the underlying
LoadDocumentsAction
stores all processed
Document
objects in memory just to return them as a giant array or collection, it defeats the purpose of using a cursor.
Recommendation:
Verify that the actual implementation of
loadDocuments
yields a Generator or processes batches. If it returns a massive Collection of all documents, large reindex jobs will run out of memory.
Code Style & Minor Improvements
Code Style & Minor Improvements
Missing Return Types
The
captureException
method in
SentryMock
(Line 262) is missing a
: void
return type. Since this is modern PHP (indicated by constructor property promotion), strict types should be enforced everywhere.
Magic Numbers & Strings
While acceptable in tests, utilizing hardcoded strings like
'test_index'
across multiple anonymous classes is slightly repetitive. If the index changes, you have multiple places to update. Consider passing the index name as a parameter to the mock builder.
Overall, it's a very solid PR, but fixing the Sentry facade state leakage is critical to keeping the test suite reliable.
Would you like me to draft a refactored version of this test class that addresses the Sentry state leakage and class redeclaration issues?
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[2026-05-07 14:08:22] local.NOTICE: Monitoring start {"correlation_id":"d080a9c0-0eca-4cb1-a3a8-0144debc5512","trace_id":"b6fced05-bd66-448a-b6ed-1a158a4335f4"}
[2026-05-07 14:08:23] local.NOTICE: Monitoring end {"correlation_id":"d080a9c0-0eca-4cb1-a3a8-0144debc5512","trace_id":"b6fced05-bd66-448a-b6ed-1a158a4335f4"}
[2026-05-07 14:08:31] local.INFO: Jiminny\Console\Commands\Command::run Memory usage before starting command {"command":"mailbox:skip-lists:refresh","memoryBeforeCommandInMb":62.0,"memoryPeakBeforeCommandInMb":99.727} {"correlation_id":"fbe17093-d88a-4085-a766-e12ab1b648a4","trace_id":"06b1c475-70e0-42ec-9805-d78f59c0c5d1"}
[2026-05-07 14:08:31] local.INFO: Jiminny\Console\Commands\Command::run Memory usage for command {"command":"mailbox:skip-lists:refresh","memoryBeforeCommandInMb":62.0,"memoryAfterCommandInMB":62.0,"memoryPeakBeforeCommandInMb":99.727,"memoryPeakAfterCommandInMB":99.727} {"correlation_id":"fbe17093-d88a-4085-a766-e12ab1b648a4","trace_id":"06b1c475-70e0-42ec-9805-d78f59c0c5d1"}
[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Fetching token {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Token retrieved {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:34] local.INFO: [EncryptedTokenManager] Generating access token. {"mode":"legacy"} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:34] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {"crm_provider":"hubspot","crm_owner":148,"team_id":2} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:35] local.INFO: [Hubspot] DEBUG Getting headers {"headers":{"Date":["Thu, 07 May 2026 14:08:35 GMT"],"Content-Type":["application/json;charset=utf-8"],"Content-Length":["227"],"Connection":["keep-alive"],"CF-Ray":["9f80cc29fd66dc1a-SOF"],"CF-Cache-Status":["DYNAMIC"],"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],"Vary":["origin"],"access-control-allow-credentials":["false"],"server-timing":["hcid;desc=\"019e02c4-d684-7f5d-be16-3d129d00c0a3\", cfr;desc=\"9f80cc2a06d23402-IAD\""],"x-content-type-options":["nosniff"],"x-hubspot-correlation-id":["019e02c4-d684-7f5d-be16-3d129d00c0a3"],"Set-Cookie":["__cf_bm=0LMCTstVmP5pyIYfLZ1Vgebevm4BnI_hv250XvZJDZI-1778162915-[IP_ADDRESS]-VEXAxU7TqgaJhUSJaNRDF5y59Eo7wOLd78Bm1nV_hNpBHZQPCrg.WMJL_LJy2qoR84rCgLXAlUPz4jkFWtD3fDjrRxypSlr4zAPvuPPaoNM; path=/; expires=Thu, 07-May-26 14:38:35 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Report-To":["{\"endpoints\":[{\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=4wbdllfukF%2BA1EOwyTeqZCIqvY2KcW%2BCX5f%2BaZsnWkxc6ccKufGimFrCvj%2FnyWTDpsdCMXE0ngrpMA7WjiyvJDXtlDtN2YAhtK127%2FDtKe1JCyjgKsMQXBSMhBDyTC7c\"}],\"group\":\"cf-nel\",\"max_age\":604800}"],"NEL":["{\"success_fraction\":0.01,\"report_to\":\"cf-nel\",\"max_age\":604800}"],"Server":["cloudflare"]}} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:35] local.INFO: [Hubspot] Received 429 from API {"team_id":2,"config_id":2,"retry_after":10,"reason":"Client error: `POST [URL_WITH_CREDENTIALS] CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
if (! $this->rateLimiter->canMakeRequest($this->config)) {
$retryAfter = $this->rateLimiter->requestAvailableIn($this->config);
$this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
]);
throw new RateLimitException(
'Hubspot rate limit reached for configuration ' . $this->config->getId(),
$retryAfter,
);
}
$this->rateLimiter->incrementRequestCount($this->config);
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
return method_exists($e, 'getCode') && (int) $e->getCode() === 429;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info("parseRetryAfter");
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$current = $e;
while ($current !== null) {
if (method_exists($current, 'getResponse')) {
$response = $current->getResponse();
if ($response !== null) {
$headers = $response->getHeaders();
}
}
$current = $current->getPrevious();
}
$this->log->info('[Hubspot] DEBUG Getting headers', [
'headers' => $headers ?? [],
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
$max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
$remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
$interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
$body = json_decode((string) $response->getBody(), true);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_conta...
|
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Connections","depth":5,"bounds":{"left":0.8081782,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"AskJiminnyReportActivityServiceTest","depth":6,"bounds":{"left":0.8234708,"top":0.019952115,"width":0.09208777,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9155585,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"bounds":{"left":0.9773936,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9886968,"top":0.019952115,"width":0.011303186,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"168","depth":4,"bounds":{"left":0.96043885,"top":0.07581804,"width":0.011968086,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.9740692,"top":0.074221864,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.98138297,"top":0.074221864,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:08:22] local.NOTICE: Monitoring start {\"correlation_id\":\"d080a9c0-0eca-4cb1-a3a8-0144debc5512\",\"trace_id\":\"b6fced05-bd66-448a-b6ed-1a158a4335f4\"}\n[2026-05-07 14:08:23] local.NOTICE: Monitoring end {\"correlation_id\":\"d080a9c0-0eca-4cb1-a3a8-0144debc5512\",\"trace_id\":\"b6fced05-bd66-448a-b6ed-1a158a4335f4\"}\n[2026-05-07 14:08:31] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"fbe17093-d88a-4085-a766-e12ab1b648a4\",\"trace_id\":\"06b1c475-70e0-42ec-9805-d78f59c0c5d1\"}\n[2026-05-07 14:08:31] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"fbe17093-d88a-4085-a766-e12ab1b648a4\",\"trace_id\":\"06b1c475-70e0-42ec-9805-d78f59c0c5d1\"}\n[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Fetching token {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Token retrieved {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:34] local.INFO: [EncryptedTokenManager] Generating access token. {\"mode\":\"legacy\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:34] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {\"crm_provider\":\"hubspot\",\"crm_owner\":148,\"team_id\":2} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:35] local.INFO: [Hubspot] DEBUG Getting headers {\"headers\":{\"Date\":[\"Thu, 07 May 2026 14:08:35 GMT\"],\"Content-Type\":[\"application/json;charset=utf-8\"],\"Content-Length\":[\"227\"],\"Connection\":[\"keep-alive\"],\"CF-Ray\":[\"9f80cc29fd66dc1a-SOF\"],\"CF-Cache-Status\":[\"DYNAMIC\"],\"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\"Vary\":[\"origin\"],\"access-control-allow-credentials\":[\"false\"],\"server-timing\":[\"hcid;desc=\\\"019e02c4-d684-7f5d-be16-3d129d00c0a3\\\", cfr;desc=\\\"9f80cc2a06d23402-IAD\\\"\"],\"x-content-type-options\":[\"nosniff\"],\"x-hubspot-correlation-id\":[\"019e02c4-d684-7f5d-be16-3d129d00c0a3\"],\"Set-Cookie\":[\"__cf_bm=0LMCTstVmP5pyIYfLZ1Vgebevm4BnI_hv250XvZJDZI-1778162915-1.0.1.1-VEXAxU7TqgaJhUSJaNRDF5y59Eo7wOLd78Bm1nV_hNpBHZQPCrg.WMJL_LJy2qoR84rCgLXAlUPz4jkFWtD3fDjrRxypSlr4zAPvuPPaoNM; path=/; expires=Thu, 07-May-26 14:38:35 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\"Report-To\":[\"{\\\"endpoints\\\":[{\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=4wbdllfukF%2BA1EOwyTeqZCIqvY2KcW%2BCX5f%2BaZsnWkxc6ccKufGimFrCvj%2FnyWTDpsdCMXE0ngrpMA7WjiyvJDXtlDtN2YAhtK127%2FDtKe1JCyjgKsMQXBSMhBDyTC7c\\\"}],\\\"group\\\":\\\"cf-nel\\\",\\\"max_age\\\":604800}\"],\"NEL\":[\"{\\\"success_fraction\\\":0.01,\\\"report_to\\\":\\\"cf-nel\\\",\\\"max_age\\\":604800}\"],\"Server\":[\"cloudflare\"]}} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:35] local.INFO: [Hubspot] Received 429 from API {\"team_id\":2,\"config_id\":2,\"retry_after\":10,\"reason\":\"Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response:\n{\\\"status\\\":\\\"error\\\",\\\"message\\\":\\\"You have reached your secondly limit.\\\",\\\"errorType\\\":\\\"RATE_LIMIT\\\",\\\"correlationId\\\":\\\"019e02c4-d (truncated...)\n\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:36] local.ERROR: Hubspot returned 429 {\"exception\":\"[object] (Jiminny\\\\Exceptions\\\\RateLimitException(code: 0): Hubspot returned 429 at /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php:206)\n[stacktrace]\n#0 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(52): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->executeSearchRequest(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), 'https://api.hub...', Array, Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\PaginationState))\n#1 /home/jiminny/app/Services/Crm/Hubspot/Client.php(191): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->getPaginatedDataGenerator(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), Array, 'contact', 0, 0, NULL)\n#2 /home/jiminny/app/Services/Crm/Hubspot/Service.php(1203): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client->getPaginatedData(Array, 'contact')\n#3 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(353): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Service->matchByName('Robot')\n#4 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(44): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->rateLimit()\n#5 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(36): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->handle(Object(Jiminny\\\\Jobs\\\\JobDispatcher), Object(Jiminny\\\\Services\\\\Kiosk\\\\AutomatedReports\\\\AutomatedReportsService), Object(Jiminny\\\\Repositories\\\\AutomatedReportsRepository), Object(Jiminny\\\\Services\\\\UserPilot\\\\UserPilotClient))\n#6 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Util.php(43): Illuminate\\\\Container\\\\BoundMethod::Illuminate\\\\Container\\\\{closure}()\n#7 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(96): Illuminate\\\\Container\\\\Util::unwrapIfClosure(Object(Closure))\n#8 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(35): Illuminate\\\\Container\\\\BoundMethod::callBoundMethod(Object(Illuminate\\\\Foundation\\\\Application), Array, Object(Closure))\n#9 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Container.php(799): Illuminate\\\\Container\\\\BoundMethod::call(Object(Illuminate\\\\Foundation\\\\Application), Array, Array, NULL)\n#10 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(211): Illuminate\\\\Container\\\\Container->call(Array)\n#11 /home/jiminny/vendor/symfony/console/Command/Command.php(341): Illuminate\\\\Console\\\\Command->execute(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#12 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(180): Symfony\\\\Component\\\\Console\\\\Command\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#13 /home/jiminny/vendor/symfony/console/Application.php(1117): Illuminate\\\\Console\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#14 /home/jiminny/vendor/symfony/console/Application.php(356): Symfony\\\\Component\\\\Console\\\\Application->doRunCommand(Object(Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand), Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#15 /home/jiminny/vendor/symfony/console/Application.php(195): Symfony\\\\Component\\\\Console\\\\Application->doRun(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#16 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Console/Kernel.php(198): Symfony\\\\Component\\\\Console\\\\Application->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#17 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Application.php(1235): Illuminate\\\\Foundation\\\\Console\\\\Kernel->handle(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#18 /home/jiminny/artisan(13): Illuminate\\\\Foundation\\\\Application->handleCommand(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput))\n#19 {main}\n\n[previous exception] [object] (SevenShores\\\\Hubspot\\\\Exceptions\\\\BadRequest(code: 429): Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response:\n{\\\"status\\\":\\\"error\\\",\\\"message\\\":\\\"You have reached your secondly limit.\\\",\\\"errorType\\\":\\\"RATE_LIMIT\\\",\\\"correlationId\\\":\\\"019e02c4-d (truncated...)\n at /home/jiminny/vendor/hubspot/hubspot-php/src/Exceptions/HubspotException.php:24)\n[stacktrace]\n#0 /home/jiminny/vendor/hubspot/hubspot-php/src/Http/Client.php(125): SevenShores\\\\Hubspot\\\\Exceptions\\\\HubspotException::create(Object(GuzzleHttp\\\\Exception\\\\ClientException))\n#1 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(166): SevenShores\\\\Hubspot\\\\Http\\\\Client->request('POST', 'https://api.hub...', Array)\n#2 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(52): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->executeSearchRequest(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), 'https://api.hub...', Array, Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\PaginationState))\n#3 /home/jiminny/app/Services/Crm/Hubspot/Client.php(191): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->getPaginatedDataGenerator(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), Array, 'contact', 0, 0, NULL)\n#4 /home/jiminny/app/Services/Crm/Hubspot/Service.php(1203): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client->getPaginatedData(Array, 'contact')\n#5 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(353): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Service->matchByName('Robot')\n#6 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(44): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->rateLimit()\n#7 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(36): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->handle(Object(Jiminny\\\\Jobs\\\\JobDispatcher), Object(Jiminny\\\\Services\\\\Kiosk\\\\AutomatedReports\\\\AutomatedReportsService), Object(Jiminny\\\\Repositories\\\\AutomatedReportsRepository), Object(Jiminny\\\\Services\\\\UserPilot\\\\UserPilotClient))\n#8 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Util.php(43): Illuminate\\\\Container\\\\BoundMethod::Illuminate\\\\Container\\\\{closure}()\n#9 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(96): Illuminate\\\\Container\\\\Util::unwrapIfClosure(Object(Closure))\n#10 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(35): Illuminate\\\\Container\\\\BoundMethod::callBoundMethod(Object(Illuminate\\\\Foundation\\\\Application), Array, Object(Closure))\n#11 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Container.php(799): Illuminate\\\\Container\\\\BoundMethod::call(Object(Illuminate\\\\Foundation\\\\Application), Array, Array, NULL)\n#12 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(211): Illuminate\\\\Container\\\\Container->call(Array)\n#13 /home/jiminny/vendor/symfony/console/Command/Command.php(341): Illuminate\\\\Console\\\\Command->execute(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#14 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(180): Symfony\\\\Component\\\\Console\\\\Command\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#15 /home/jiminny/vendor/symfony/console/Application.php(1117): Illuminate\\\\Console\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#16 /home/jiminny/vendor/symfony/console/Application.php(356): Symfony\\\\Component\\\\Console\\\\Application->doRunCommand(Object(Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand), Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#17 /home/jiminny/vendor/symfony/console/Application.php(195): Symfony\\\\Component\\\\Console\\\\Application->doRun(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#18 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Console/Kernel.php(198): Symfony\\\\Component\\\\Console\\\\Application->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#19 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Application.php(1235): Illuminate\\\\Foundation\\\\Console\\\\Kernel->handle(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#20 /home/jiminny/artisan(13): Illuminate\\\\Foundation\\\\Application->handleCommand(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput))\n#21 {main}\n\n[previous exception] [object] (GuzzleHttp\\\\Exception\\\\ClientException(code: 429): Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response:\n{\\\"status\\\":\\\"error\\\",\\\"message\\\":\\\"You have reached your secondly limit.\\\",\\\"errorType\\\":\\\"RATE_LIMIT\\\",\\\"correlationId\\\":\\\"019e02c4-d (truncated...)\n at /home/jiminny/vendor/guzzlehttp/guzzle/src/Exception/RequestException.php:111)\n[stacktrace]\n#0 /home/jiminny/vendor/guzzlehttp/guzzle/src/Middleware.php(72): GuzzleHttp\\\\Exception\\\\RequestException::create(Object(GuzzleHttp\\\\Psr7\\\\Request), Object(GuzzleHttp\\\\Psr7\\\\Response), NULL, Array, NULL)\n#1 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(209): GuzzleHttp\\\\Middleware::GuzzleHttp\\\\{closure}(Object(GuzzleHttp\\\\Psr7\\\\Response))\n#2 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(158): GuzzleHttp\\\\Promise\\\\Promise::callHandler(1, Object(GuzzleHttp\\\\Psr7\\\\Response), NULL)\n#3 /home/jiminny/vendor/guzzlehttp/promises/src/TaskQueue.php(52): GuzzleHttp\\\\Promise\\\\Promise::GuzzleHttp\\\\Promise\\\\{closure}()\n#4 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(251): GuzzleHttp\\\\Promise\\\\TaskQueue->run(true)\n#5 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(227): GuzzleHttp\\\\Promise\\\\Promise->invokeWaitFn()\n#6 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(272): GuzzleHttp\\\\Promise\\\\Promise->waitIfPending()\n#7 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(229): GuzzleHttp\\\\Promise\\\\Promise->invokeWaitList()\n#8 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(69): GuzzleHttp\\\\Promise\\\\Promise->waitIfPending()\n#9 /home/jiminny/vendor/guzzlehttp/guzzle/src/Client.php(189): GuzzleHttp\\\\Promise\\\\Promise->wait()\n#10 /home/jiminny/vendor/hubspot/hubspot-php/src/Http/Client.php(113): GuzzleHttp\\\\Client->request('POST', 'https://api.hub...', Array)\n#11 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(166): SevenShores\\\\Hubspot\\\\Http\\\\Client->request('POST', 'https://api.hub...', Array)\n#12 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(52): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->executeSearchRequest(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), 'https://api.hub...', Array, Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\PaginationState))\n#13 /home/jiminny/app/Services/Crm/Hubspot/Client.php(191): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->getPaginatedDataGenerator(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), Array, 'contact', 0, 0, NULL)\n#14 /home/jiminny/app/Services/Crm/Hubspot/Service.php(1203): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client->getPaginatedData(Array, 'contact')\n#15 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(353): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Service->matchByName('Robot')\n#16 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(44): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->rateLimit()\n#17 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(36): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->handle(Object(Jiminny\\\\Jobs\\\\JobDispatcher), Object(Jiminny\\\\Services\\\\Kiosk\\\\AutomatedReports\\\\AutomatedReportsService), Object(Jiminny\\\\Repositories\\\\AutomatedReportsRepository), Object(Jiminny\\\\Services\\\\UserPilot\\\\UserPilotClient))\n#18 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Util.php(43): Illuminate\\\\Container\\\\BoundMethod::Illuminate\\\\Container\\\\{closure}()\n#19 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(96): Illuminate\\\\Container\\\\Util::unwrapIfClosure(Object(Closure))\n#20 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(35): Illuminate\\\\Container\\\\BoundMethod::callBoundMethod(Object(Illuminate\\\\Foundation\\\\Application), Array, Object(Closure))\n#21 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Container.php(799): Illuminate\\\\Container\\\\BoundMethod::call(Object(Illuminate\\\\Foundation\\\\Application), Array, Array, NULL)\n#22 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(211): Illuminate\\\\Container\\\\Container->call(Array)\n#23 /home/jiminny/vendor/symfony/console/Command/Command.php(341): Illuminate\\\\Console\\\\Command->execute(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#24 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(180): Symfony\\\\Component\\\\Console\\\\Command\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#25 /home/jiminny/vendor/symfony/console/Application.php(1117): Illuminate\\\\Console\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#26 /home/jiminny/vendor/symfony/console/Application.php(356): Symfony\\\\Component\\\\Console\\\\Application->doRunCommand(Object(Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand), Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#27 /home/jiminny/vendor/symfony/console/Application.php(195): Symfony\\\\Component\\\\Console\\\\Application->doRun(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#28 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Console/Kernel.php(198): Symfony\\\\Component\\\\Console\\\\Application->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#29 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Application.php(1235): Illuminate\\\\Foundation\\\\Console\\\\Kernel->handle(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#30 /home/jiminny/artisan(13): Illuminate\\\\Foundation\\\\Application->handleCommand(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput))\n#31 {main}\n\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:39] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:39] local.INFO: [EmailSchedule] STARTING batch process {\"host\":\"docker_lamp_1\"} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:40] local.INFO: [EmailSchedule] FINISHED batch process {\"host\":\"docker_lamp_1\",\"processed\":0} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:40] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:44] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}\n[2026-05-07 14:08:44] local.INFO: Running conference:monitor:count command for activities in (2026-05-07 14:06:00, 2026-05-07 14:08:00] {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}\n[2026-05-07 14:08:44] local.INFO: [conference:monitor:count] No activities found in (2026-05-07 14:06:00, 2026-05-07 14:08:00] {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}\n[2026-05-07 14:08:44] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}","depth":4,"bounds":{"left":0.11269947,"top":0.0726257,"width":0.88730055,"height":0.9273743},"on_screen":true,"value":"[2026-05-07 14:08:22] local.NOTICE: Monitoring start {\"correlation_id\":\"d080a9c0-0eca-4cb1-a3a8-0144debc5512\",\"trace_id\":\"b6fced05-bd66-448a-b6ed-1a158a4335f4\"}\n[2026-05-07 14:08:23] local.NOTICE: Monitoring end {\"correlation_id\":\"d080a9c0-0eca-4cb1-a3a8-0144debc5512\",\"trace_id\":\"b6fced05-bd66-448a-b6ed-1a158a4335f4\"}\n[2026-05-07 14:08:31] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"fbe17093-d88a-4085-a766-e12ab1b648a4\",\"trace_id\":\"06b1c475-70e0-42ec-9805-d78f59c0c5d1\"}\n[2026-05-07 14:08:31] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"fbe17093-d88a-4085-a766-e12ab1b648a4\",\"trace_id\":\"06b1c475-70e0-42ec-9805-d78f59c0c5d1\"}\n[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Fetching token {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Token retrieved {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:34] local.INFO: [EncryptedTokenManager] Generating access token. {\"mode\":\"legacy\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:34] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {\"crm_provider\":\"hubspot\",\"crm_owner\":148,\"team_id\":2} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:35] local.INFO: [Hubspot] DEBUG Getting headers {\"headers\":{\"Date\":[\"Thu, 07 May 2026 14:08:35 GMT\"],\"Content-Type\":[\"application/json;charset=utf-8\"],\"Content-Length\":[\"227\"],\"Connection\":[\"keep-alive\"],\"CF-Ray\":[\"9f80cc29fd66dc1a-SOF\"],\"CF-Cache-Status\":[\"DYNAMIC\"],\"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\"Vary\":[\"origin\"],\"access-control-allow-credentials\":[\"false\"],\"server-timing\":[\"hcid;desc=\\\"019e02c4-d684-7f5d-be16-3d129d00c0a3\\\", cfr;desc=\\\"9f80cc2a06d23402-IAD\\\"\"],\"x-content-type-options\":[\"nosniff\"],\"x-hubspot-correlation-id\":[\"019e02c4-d684-7f5d-be16-3d129d00c0a3\"],\"Set-Cookie\":[\"__cf_bm=0LMCTstVmP5pyIYfLZ1Vgebevm4BnI_hv250XvZJDZI-1778162915-1.0.1.1-VEXAxU7TqgaJhUSJaNRDF5y59Eo7wOLd78Bm1nV_hNpBHZQPCrg.WMJL_LJy2qoR84rCgLXAlUPz4jkFWtD3fDjrRxypSlr4zAPvuPPaoNM; path=/; expires=Thu, 07-May-26 14:38:35 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\"Report-To\":[\"{\\\"endpoints\\\":[{\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=4wbdllfukF%2BA1EOwyTeqZCIqvY2KcW%2BCX5f%2BaZsnWkxc6ccKufGimFrCvj%2FnyWTDpsdCMXE0ngrpMA7WjiyvJDXtlDtN2YAhtK127%2FDtKe1JCyjgKsMQXBSMhBDyTC7c\\\"}],\\\"group\\\":\\\"cf-nel\\\",\\\"max_age\\\":604800}\"],\"NEL\":[\"{\\\"success_fraction\\\":0.01,\\\"report_to\\\":\\\"cf-nel\\\",\\\"max_age\\\":604800}\"],\"Server\":[\"cloudflare\"]}} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:35] local.INFO: [Hubspot] Received 429 from API {\"team_id\":2,\"config_id\":2,\"retry_after\":10,\"reason\":\"Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response:\n{\\\"status\\\":\\\"error\\\",\\\"message\\\":\\\"You have reached your secondly limit.\\\",\\\"errorType\\\":\\\"RATE_LIMIT\\\",\\\"correlationId\\\":\\\"019e02c4-d (truncated...)\n\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:36] local.ERROR: Hubspot returned 429 {\"exception\":\"[object] (Jiminny\\\\Exceptions\\\\RateLimitException(code: 0): Hubspot returned 429 at /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php:206)\n[stacktrace]\n#0 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(52): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->executeSearchRequest(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), 'https://api.hub...', Array, Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\PaginationState))\n#1 /home/jiminny/app/Services/Crm/Hubspot/Client.php(191): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->getPaginatedDataGenerator(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), Array, 'contact', 0, 0, NULL)\n#2 /home/jiminny/app/Services/Crm/Hubspot/Service.php(1203): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client->getPaginatedData(Array, 'contact')\n#3 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(353): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Service->matchByName('Robot')\n#4 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(44): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->rateLimit()\n#5 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(36): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->handle(Object(Jiminny\\\\Jobs\\\\JobDispatcher), Object(Jiminny\\\\Services\\\\Kiosk\\\\AutomatedReports\\\\AutomatedReportsService), Object(Jiminny\\\\Repositories\\\\AutomatedReportsRepository), Object(Jiminny\\\\Services\\\\UserPilot\\\\UserPilotClient))\n#6 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Util.php(43): Illuminate\\\\Container\\\\BoundMethod::Illuminate\\\\Container\\\\{closure}()\n#7 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(96): Illuminate\\\\Container\\\\Util::unwrapIfClosure(Object(Closure))\n#8 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(35): Illuminate\\\\Container\\\\BoundMethod::callBoundMethod(Object(Illuminate\\\\Foundation\\\\Application), Array, Object(Closure))\n#9 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Container.php(799): Illuminate\\\\Container\\\\BoundMethod::call(Object(Illuminate\\\\Foundation\\\\Application), Array, Array, NULL)\n#10 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(211): Illuminate\\\\Container\\\\Container->call(Array)\n#11 /home/jiminny/vendor/symfony/console/Command/Command.php(341): Illuminate\\\\Console\\\\Command->execute(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#12 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(180): Symfony\\\\Component\\\\Console\\\\Command\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#13 /home/jiminny/vendor/symfony/console/Application.php(1117): Illuminate\\\\Console\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#14 /home/jiminny/vendor/symfony/console/Application.php(356): Symfony\\\\Component\\\\Console\\\\Application->doRunCommand(Object(Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand), Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#15 /home/jiminny/vendor/symfony/console/Application.php(195): Symfony\\\\Component\\\\Console\\\\Application->doRun(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#16 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Console/Kernel.php(198): Symfony\\\\Component\\\\Console\\\\Application->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#17 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Application.php(1235): Illuminate\\\\Foundation\\\\Console\\\\Kernel->handle(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#18 /home/jiminny/artisan(13): Illuminate\\\\Foundation\\\\Application->handleCommand(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput))\n#19 {main}\n\n[previous exception] [object] (SevenShores\\\\Hubspot\\\\Exceptions\\\\BadRequest(code: 429): Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response:\n{\\\"status\\\":\\\"error\\\",\\\"message\\\":\\\"You have reached your secondly limit.\\\",\\\"errorType\\\":\\\"RATE_LIMIT\\\",\\\"correlationId\\\":\\\"019e02c4-d (truncated...)\n at /home/jiminny/vendor/hubspot/hubspot-php/src/Exceptions/HubspotException.php:24)\n[stacktrace]\n#0 /home/jiminny/vendor/hubspot/hubspot-php/src/Http/Client.php(125): SevenShores\\\\Hubspot\\\\Exceptions\\\\HubspotException::create(Object(GuzzleHttp\\\\Exception\\\\ClientException))\n#1 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(166): SevenShores\\\\Hubspot\\\\Http\\\\Client->request('POST', 'https://api.hub...', Array)\n#2 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(52): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->executeSearchRequest(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), 'https://api.hub...', Array, Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\PaginationState))\n#3 /home/jiminny/app/Services/Crm/Hubspot/Client.php(191): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->getPaginatedDataGenerator(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), Array, 'contact', 0, 0, NULL)\n#4 /home/jiminny/app/Services/Crm/Hubspot/Service.php(1203): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client->getPaginatedData(Array, 'contact')\n#5 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(353): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Service->matchByName('Robot')\n#6 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(44): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->rateLimit()\n#7 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(36): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->handle(Object(Jiminny\\\\Jobs\\\\JobDispatcher), Object(Jiminny\\\\Services\\\\Kiosk\\\\AutomatedReports\\\\AutomatedReportsService), Object(Jiminny\\\\Repositories\\\\AutomatedReportsRepository), Object(Jiminny\\\\Services\\\\UserPilot\\\\UserPilotClient))\n#8 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Util.php(43): Illuminate\\\\Container\\\\BoundMethod::Illuminate\\\\Container\\\\{closure}()\n#9 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(96): Illuminate\\\\Container\\\\Util::unwrapIfClosure(Object(Closure))\n#10 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(35): Illuminate\\\\Container\\\\BoundMethod::callBoundMethod(Object(Illuminate\\\\Foundation\\\\Application), Array, Object(Closure))\n#11 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Container.php(799): Illuminate\\\\Container\\\\BoundMethod::call(Object(Illuminate\\\\Foundation\\\\Application), Array, Array, NULL)\n#12 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(211): Illuminate\\\\Container\\\\Container->call(Array)\n#13 /home/jiminny/vendor/symfony/console/Command/Command.php(341): Illuminate\\\\Console\\\\Command->execute(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#14 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(180): Symfony\\\\Component\\\\Console\\\\Command\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#15 /home/jiminny/vendor/symfony/console/Application.php(1117): Illuminate\\\\Console\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#16 /home/jiminny/vendor/symfony/console/Application.php(356): Symfony\\\\Component\\\\Console\\\\Application->doRunCommand(Object(Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand), Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#17 /home/jiminny/vendor/symfony/console/Application.php(195): Symfony\\\\Component\\\\Console\\\\Application->doRun(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#18 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Console/Kernel.php(198): Symfony\\\\Component\\\\Console\\\\Application->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#19 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Application.php(1235): Illuminate\\\\Foundation\\\\Console\\\\Kernel->handle(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#20 /home/jiminny/artisan(13): Illuminate\\\\Foundation\\\\Application->handleCommand(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput))\n#21 {main}\n\n[previous exception] [object] (GuzzleHttp\\\\Exception\\\\ClientException(code: 429): Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response:\n{\\\"status\\\":\\\"error\\\",\\\"message\\\":\\\"You have reached your secondly limit.\\\",\\\"errorType\\\":\\\"RATE_LIMIT\\\",\\\"correlationId\\\":\\\"019e02c4-d (truncated...)\n at /home/jiminny/vendor/guzzlehttp/guzzle/src/Exception/RequestException.php:111)\n[stacktrace]\n#0 /home/jiminny/vendor/guzzlehttp/guzzle/src/Middleware.php(72): GuzzleHttp\\\\Exception\\\\RequestException::create(Object(GuzzleHttp\\\\Psr7\\\\Request), Object(GuzzleHttp\\\\Psr7\\\\Response), NULL, Array, NULL)\n#1 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(209): GuzzleHttp\\\\Middleware::GuzzleHttp\\\\{closure}(Object(GuzzleHttp\\\\Psr7\\\\Response))\n#2 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(158): GuzzleHttp\\\\Promise\\\\Promise::callHandler(1, Object(GuzzleHttp\\\\Psr7\\\\Response), NULL)\n#3 /home/jiminny/vendor/guzzlehttp/promises/src/TaskQueue.php(52): GuzzleHttp\\\\Promise\\\\Promise::GuzzleHttp\\\\Promise\\\\{closure}()\n#4 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(251): GuzzleHttp\\\\Promise\\\\TaskQueue->run(true)\n#5 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(227): GuzzleHttp\\\\Promise\\\\Promise->invokeWaitFn()\n#6 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(272): GuzzleHttp\\\\Promise\\\\Promise->waitIfPending()\n#7 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(229): GuzzleHttp\\\\Promise\\\\Promise->invokeWaitList()\n#8 /home/jiminny/vendor/guzzlehttp/promises/src/Promise.php(69): GuzzleHttp\\\\Promise\\\\Promise->waitIfPending()\n#9 /home/jiminny/vendor/guzzlehttp/guzzle/src/Client.php(189): GuzzleHttp\\\\Promise\\\\Promise->wait()\n#10 /home/jiminny/vendor/hubspot/hubspot-php/src/Http/Client.php(113): GuzzleHttp\\\\Client->request('POST', 'https://api.hub...', Array)\n#11 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(166): SevenShores\\\\Hubspot\\\\Http\\\\Client->request('POST', 'https://api.hub...', Array)\n#12 /home/jiminny/app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php(52): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->executeSearchRequest(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), 'https://api.hub...', Array, Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\PaginationState))\n#13 /home/jiminny/app/Services/Crm/Hubspot/Client.php(191): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Pagination\\\\HubspotPaginationService->getPaginatedDataGenerator(Object(Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client), Array, 'contact', 0, 0, NULL)\n#14 /home/jiminny/app/Services/Crm/Hubspot/Service.php(1203): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Client->getPaginatedData(Array, 'contact')\n#15 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(353): Jiminny\\\\Services\\\\Crm\\\\Hubspot\\\\Service->matchByName('Robot')\n#16 /home/jiminny/app/Console/Commands/JiminnyDebugCommand.php(44): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->rateLimit()\n#17 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(36): Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand->handle(Object(Jiminny\\\\Jobs\\\\JobDispatcher), Object(Jiminny\\\\Services\\\\Kiosk\\\\AutomatedReports\\\\AutomatedReportsService), Object(Jiminny\\\\Repositories\\\\AutomatedReportsRepository), Object(Jiminny\\\\Services\\\\UserPilot\\\\UserPilotClient))\n#18 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Util.php(43): Illuminate\\\\Container\\\\BoundMethod::Illuminate\\\\Container\\\\{closure}()\n#19 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(96): Illuminate\\\\Container\\\\Util::unwrapIfClosure(Object(Closure))\n#20 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/BoundMethod.php(35): Illuminate\\\\Container\\\\BoundMethod::callBoundMethod(Object(Illuminate\\\\Foundation\\\\Application), Array, Object(Closure))\n#21 /home/jiminny/vendor/laravel/framework/src/Illuminate/Container/Container.php(799): Illuminate\\\\Container\\\\BoundMethod::call(Object(Illuminate\\\\Foundation\\\\Application), Array, Array, NULL)\n#22 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(211): Illuminate\\\\Container\\\\Container->call(Array)\n#23 /home/jiminny/vendor/symfony/console/Command/Command.php(341): Illuminate\\\\Console\\\\Command->execute(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#24 /home/jiminny/vendor/laravel/framework/src/Illuminate/Console/Command.php(180): Symfony\\\\Component\\\\Console\\\\Command\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Illuminate\\\\Console\\\\OutputStyle))\n#25 /home/jiminny/vendor/symfony/console/Application.php(1117): Illuminate\\\\Console\\\\Command->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#26 /home/jiminny/vendor/symfony/console/Application.php(356): Symfony\\\\Component\\\\Console\\\\Application->doRunCommand(Object(Jiminny\\\\Console\\\\Commands\\\\JiminnyDebugCommand), Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#27 /home/jiminny/vendor/symfony/console/Application.php(195): Symfony\\\\Component\\\\Console\\\\Application->doRun(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#28 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Console/Kernel.php(198): Symfony\\\\Component\\\\Console\\\\Application->run(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#29 /home/jiminny/vendor/laravel/framework/src/Illuminate/Foundation/Application.php(1235): Illuminate\\\\Foundation\\\\Console\\\\Kernel->handle(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput), Object(Symfony\\\\Component\\\\Console\\\\Output\\\\ConsoleOutput))\n#30 /home/jiminny/artisan(13): Illuminate\\\\Foundation\\\\Application->handleCommand(Object(Symfony\\\\Component\\\\Console\\\\Input\\\\ArgvInput))\n#31 {main}\n\"} {\"correlation_id\":\"d326aafa-339a-42c1-bf53-05ebd7f52782\",\"trace_id\":\"19b29b52-6663-4853-8096-e32bf6618df7\"}\n[2026-05-07 14:08:39] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:39] local.INFO: [EmailSchedule] STARTING batch process {\"host\":\"docker_lamp_1\"} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:40] local.INFO: [EmailSchedule] FINISHED batch process {\"host\":\"docker_lamp_1\",\"processed\":0} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:40] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"0b0aaffc-b17d-4e58-b762-977c85cdd0b1\",\"trace_id\":\"2c3239ee-27ee-4562-b879-7185d83e71bd\"}\n[2026-05-07 14:08:44] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}\n[2026-05-07 14:08:44] local.INFO: Running conference:monitor:count command for activities in (2026-05-07 14:06:00, 2026-05-07 14:08:00] {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}\n[2026-05-07 14:08:44] local.INFO: [conference:monitor:count] No activities found in (2026-05-07 14:06:00, 2026-05-07 14:08:00] {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}\n[2026-05-07 14:08:44] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"4a0b016f-33d1-4fe7-9614-a5866168a51a\",\"trace_id\":\"789fa62b-e244-461c-99c1-3cf1d571aee3\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code 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Highlighted Error","depth":4,"bounds":{"left":0.51396275,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.5212766,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n private ProviderRateLimiter $rateLimiter;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ProviderRateLimiter $rateLimiter,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n $this->rateLimiter = $rateLimiter;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Single entry point for every HubSpot API call. Enforces the per-portal\n * rate limit configured in the rate_limits table (morphed to the current\n * Configuration) and reacts to a real 429 from HubSpot by translating it\n * into a RateLimitException carrying Retry-After.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n if (! $this->rateLimiter->canMakeRequest($this->config)) {\n $retryAfter = $this->rateLimiter->requestAvailableIn($this->config);\n\n $this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n ]);\n\n throw new RateLimitException(\n 'Hubspot rate limit reached for configuration ' . $this->config->getId(),\n $retryAfter,\n );\n }\n\n $this->rateLimiter->incrementRequestCount($this->config);\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n return method_exists($e, 'getCode') && (int) $e->getCode() === 429;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info(\"parseRetryAfter\");\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $current = $e;\n while ($current !== null) {\n if (method_exists($current, 'getResponse')) {\n $response = $current->getResponse();\n if ($response !== null) {\n $headers = $response->getHeaders();\n }\n }\n $current = $current->getPrevious();\n }\n\n $this->log->info('[Hubspot] DEBUG Getting headers', [\n 'headers' => $headers ?? [],\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n\n $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n $body = json_decode((string) $response->getBody(), true);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse HubSpot\\Client\\Crm\\Deals\\ApiException as DealApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\ApiException as ContactApiException;\nuse HubSpot\\Client\\Crm\\Companies\\ApiException as CompanyApiException;\nuse HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectWithAssociations as ContactsWithAssociations;\nuse HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectWithAssociations as CompaniesWithAssociations;\nuse HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectWithAssociations as DealWithAssociations;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectInput;\nuse HubSpot\\Client\\Crm\\Objects\\Model\\SimplePublicObjectWithAssociations as ObjectWithAssociations;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\Error;\nuse HubSpot\\Client\\Crm\\Pipelines\\Model\\PipelineStage;\nuse HubSpot\\Client\\Crm\\Properties\\Model\\Property;\nuse HubSpot\\Discovery\\Discovery;\nuse Jiminny\\Component\\Utility\\Service\\ProviderRateLimiter;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\RateLimitException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Services\\Crm\\BaseClient;\nuse Jiminny\\Services\\Crm\\Hubspot\\DTO\\Response\\Owner;\nuse Jiminny\\Services\\SocialAccountService;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse SevenShores\\Hubspot\\Exceptions\\HubspotException;\nuse SevenShores\\Hubspot\\Factory;\nuse SevenShores\\Hubspot\\Http\\Response;\nuse Jiminny\\Services\\Crm\\Hubspot\\Pagination\\HubspotPaginationService;\nuse Throwable;\n\n/**\n * @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}\n */\nclass Client extends BaseClient implements HubspotClientInterface\n{\n public const string MIN_API_VERSION = '2';\n\n public const string BASE_URL = 'https://api.hubapi.com';\n\n public const int ASSOCIATIONS_BATCH_SIZE_LIMIT = 1000;\n\n private HubspotPaginationService $paginationService;\n private HubspotTokenManager $tokenManager;\n private ProviderRateLimiter $rateLimiter;\n\n public function __construct(\n SocialAccountService $socialAccountService,\n HubspotPaginationService $paginationService,\n HubspotTokenManager $tokenManager,\n ProviderRateLimiter $rateLimiter,\n ) {\n parent::__construct($socialAccountService);\n $this->paginationService = $paginationService;\n $this->tokenManager = $tokenManager;\n $this->rateLimiter = $rateLimiter;\n\n $this->setBaseUrl(self::BASE_URL);\n $this->setVersion(self::MIN_API_VERSION);\n }\n\n /**\n * Single entry point for every HubSpot API call. Enforces the per-portal\n * rate limit configured in the rate_limits table (morphed to the current\n * Configuration) and reacts to a real 429 from HubSpot by translating it\n * into a RateLimitException carrying Retry-After.\n *\n * Wrap any outbound HubSpot call (SDK or raw HTTP) like:\n *\n * $this->executeRequest(fn () => $this->getNewInstance()->crm()->...);\n *\n * @template T\n * @param callable(): T $apiCall\n * @return T\n *\n * @throws RateLimitException\n */\n private function executeRequest(callable $apiCall)\n {\n if (! $this->rateLimiter->canMakeRequest($this->config)) {\n $retryAfter = $this->rateLimiter->requestAvailableIn($this->config);\n\n $this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n ]);\n\n throw new RateLimitException(\n 'Hubspot rate limit reached for configuration ' . $this->config->getId(),\n $retryAfter,\n );\n }\n\n $this->rateLimiter->incrementRequestCount($this->config);\n\n try {\n return $apiCall();\n } catch (Throwable $e) {\n if ($this->isHubspotRateLimit($e)) {\n $retryAfter = $this->parseRetryAfter($e);\n\n $this->log->warning('[Hubspot] Received 429 from API', [\n 'team_id' => $this->config->team_id,\n 'config_id' => $this->config->getId(),\n 'retry_after' => $retryAfter,\n 'reason' => $e->getMessage(),\n ]);\n\n throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);\n }\n\n throw $e;\n }\n }\n\n public function isHubspotRateLimit(Throwable $e): bool\n {\n return method_exists($e, 'getCode') && (int) $e->getCode() === 429;\n }\n\n public function parseRetryAfter(Throwable $e): int\n {\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info(\"parseRetryAfter\");\n if (method_exists($e, 'getResponseHeaders')) {\n $headers = $e->getResponseHeaders() ?: [];\n $value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;\n if (is_array($value)) {\n $value = $value[0] ?? null;\n }\n if (is_numeric($value)) {\n return (int) $value;\n }\n }\n\n $current = $e;\n while ($current !== null) {\n if (method_exists($current, 'getResponse')) {\n $response = $current->getResponse();\n if ($response !== null) {\n $headers = $response->getHeaders();\n }\n }\n $current = $current->getPrevious();\n }\n\n $this->log->info('[Hubspot] DEBUG Getting headers', [\n 'headers' => $headers ?? [],\n ]);\n\n return 10;\n }\n\n public function getMinimumApiVersion(): string\n {\n return self::MIN_API_VERSION;\n }\n\n public function getInstance(): Factory\n {\n return new Factory([\n 'key' => $this->accessToken,\n 'oauth2' => true,\n 'base_url' => $this->baseUrl,\n ]);\n }\n\n public function getNewInstance(): Discovery\n {\n return \\HubSpot\\Factory::createWithAccessToken($this->accessToken);\n }\n\n /**\n * Secondly and daily limits for Hubspot API\n *\n * Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\n * Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds\n * Daily: 250,000 | 500,000 | 1,000,000\n *\n * Official documentation states: The search endpoints are rate limited to five requests per second.\n * Since with 5 RPS were still hitting secondly rate limits we lowered it to 4\n */\n public function getPaginatedData(array $payload, string $type, int $offset = 0): array\n {\n $total = 0;\n $lastId = null;\n $rows = [];\n foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {\n $rows[] = $row;\n }\n\n return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];\n }\n\n /**\n * @throws HubspotException\n * @throws SocialAccountTokenInvalidException\n * @throws BadRequest\n */\n public function getPaginatedDataGenerator(\n array $payload,\n string $type,\n int $offset = 0,\n int &$total = 0,\n ?string &$lastRecordId = null\n ): \\Generator {\n return $this->paginationService->getPaginatedDataGenerator(\n $this,\n $payload,\n $type,\n $offset,\n $total,\n $lastRecordId\n );\n }\n\n /**\n * @throws DealApiException\n * @throws CrmException\n */\n public function getOpportunityById(string $crmId, array $fields): array\n {\n try {\n// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n 'companies,contacts'\n );\n } catch (DealApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $deal instanceof DealWithAssociations) {\n throw new CrmException('Deal not found');\n }\n\n return [\n 'id' => $deal->getId(),\n 'properties' => $deal->getProperties(),\n 'associations' => $deal->getAssociations(),\n ];\n }\n\n /**\n * Generic batch read method for HubSpot objects\n *\n * @param string $objectType The object type ('deals', 'companies', 'contacts')\n * @param array<string> $crmIds Array of HubSpot object IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with object data\n */\n private function batchReadObjects(string $objectType, array $crmIds, array $fields): array\n {\n if (empty($crmIds)) {\n return [];\n }\n\n $this->validateBatchSize($objectType, $crmIds);\n $this->ensureValidToken();\n\n try {\n $batchConfig = $this->createBatchConfiguration($objectType);\n $batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);\n $response = $batchConfig['api']->read($batchReadRequest);\n\n $this->validateApiResponse($response, $objectType);\n\n $results = $this->processApiResults($response);\n $this->logBatchResults($objectType, $crmIds, $results);\n\n return $results;\n } catch (\\Throwable $e) {\n $this->handleBatchError($e, $objectType, $crmIds);\n }\n }\n\n private function validateBatchSize(string $objectType, array $crmIds): void\n {\n if (count($crmIds) > 100) {\n throw new \\InvalidArgumentException(\"Batch size cannot exceed 100 {$objectType}\");\n }\n }\n\n private function createBatchConfiguration(string $objectType): array\n {\n $configurations = [\n 'deals' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Deals\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Deals\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->deals()->batchApi(),\n ],\n 'companies' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Companies\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Companies\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->companies()->batchApi(),\n ],\n 'contacts' => [\n 'batchReadRequest' => new \\HubSpot\\Client\\Crm\\Contacts\\Model\\BatchReadInputSimplePublicObjectId(),\n 'inputClass' => \\HubSpot\\Client\\Crm\\Contacts\\Model\\SimplePublicObjectId::class,\n 'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),\n ],\n ];\n\n if (! isset($configurations[$objectType])) {\n throw new \\InvalidArgumentException(\"Unsupported object type: {$objectType}\");\n }\n\n return $configurations[$objectType];\n }\n\n private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object\n {\n $batchReadRequest = $batchConfig['batchReadRequest'];\n $inputClass = $batchConfig['inputClass'];\n\n $inputs = array_map(function ($crmId) use ($inputClass) {\n $input = new $inputClass();\n $input->setId($crmId);\n\n return $input;\n }, $crmIds);\n\n $batchReadRequest->setInputs($inputs);\n $batchReadRequest->setProperties($fields);\n\n return $batchReadRequest;\n }\n\n private function validateApiResponse($response, string $objectType): void\n {\n if (! $response) {\n throw new CrmException(\"HubSpot API returned null response for {$objectType} batch read\");\n }\n }\n\n private function processApiResults($response): array\n {\n $results = [];\n $responseResults = $response->getResults();\n\n if ($responseResults) {\n foreach ($responseResults as $object) {\n if ($object && $object->getId()) {\n $results[$object->getId()] = [\n 'id' => $object->getId(),\n 'properties' => $object->getProperties() ?: [],\n ];\n }\n }\n }\n\n return $results;\n }\n\n private function logBatchResults(string $objectType, array $crmIds, array $results): void\n {\n $this->log->info(\"[HubSpot] Batch fetched {$objectType}\", [\n 'requested_count' => count($crmIds),\n 'returned_count' => count($results),\n 'crm_ids' => $crmIds,\n ]);\n }\n\n private function handleBatchError(\\Throwable $e, string $objectType, array $crmIds): void\n {\n $errorMessage = $e->getMessage() ?: 'Unknown error';\n $errorTrace = $e->getTraceAsString() ?: 'No trace available';\n\n $this->log->error(\"[HubSpot] Failed to batch fetch {$objectType}\", [\n 'crm_ids' => $crmIds,\n 'error' => $errorMessage,\n 'trace' => $errorTrace,\n ]);\n\n throw new CrmException(\"Failed to batch fetch {$objectType}: \" . $errorMessage);\n }\n\n /**\n * Batch read multiple opportunities by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot deal IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with opportunity data\n */\n public function getOpportunitiesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('deals', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple companies by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot company IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with company data\n */\n public function getCompaniesByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('companies', $crmIds, $fields);\n }\n\n /**\n * Batch read multiple contacts by their CRM IDs\n *\n * @param array<string> $crmIds Array of HubSpot contact IDs (max 100)\n * @param array<string> $fields Array of property names to fetch\n *\n * @return array<string, array> Array keyed by CRM ID with contact data\n */\n public function getContactsByIds(array $crmIds, array $fields): array\n {\n return $this->batchReadObjects('contacts', $crmIds, $fields);\n }\n\n /**\n * @throws CompanyApiException\n * @throws CrmException\n */\n public function getAccountById(string $crmId, array $fields): array\n {\n try {\n $company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(\n $crmId,\n implode(',', $fields),\n );\n } catch (CompanyApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch account', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $company instanceof CompaniesWithAssociations) {\n throw new CrmException('Account not found');\n }\n\n return [\n 'id' => $company->getId(),\n 'properties' => $company->getProperties(),\n ];\n }\n\n /**\n * @throws ContactApiException\n * @throws CrmException\n */\n public function getContactById(string $crmId, array $fields): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $crmId,\n implode(',', $fields)\n );\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n\n if (! $contact instanceof ContactsWithAssociations) {\n throw new CrmException('Contact not found');\n }\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n }\n\n /**\n * This is email search request that Hubspot offers as GET (more generous quota)\n */\n public function getContactByEmail(string $email, array $fields = []): array\n {\n try {\n $contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(\n $email,\n implode(',', $fields),\n null,\n false,\n 'email'\n );\n\n return [\n 'id' => $contact->getId(),\n 'properties' => $contact->getProperties(),\n ];\n } catch (ContactApiException $e) {\n $this->log->info('[Hubspot] Failed to fetch contact', [\n 'email' => $email,\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n }\n\n /**\n * @throws CrmException\n */\n public function fetchProperty(string $objectType, string $propertyId): Property\n {\n $result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);\n\n if (! $result instanceof Property) {\n $this->log->error('[Hubspot] Failed to fetch property', [\n 'object_type' => $objectType,\n 'property_id' => $propertyId,\n 'reason' => $result->getMessage(),\n ]);\n\n throw new CrmException('Failed to fetch property');\n }\n\n return $result;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchPropertyOptions(string $objectType, string $propertyId): array\n {\n /** @var array<CrmFieldOption> */\n return $this->fetchProperty($objectType, $propertyId)->getOptions();\n }\n\n /**\n * @return array<array{id:string, label:string, deleted:bool}>\n */\n public function fetchCallDispositions(): array\n {\n /** @var Response $response */\n $response = $this->getInstance()->engagements()->getCallDispositions();\n\n /**\n * @var array<array{\n * id:string,\n * label:string,\n * deleted: bool\n * }>\n */\n return $response->toArray();\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityPipelineStages(): array\n {\n $stages = [];\n $apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');\n\n if ($apiResponse instanceof Error) {\n $this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $apiResponse->getMessage(),\n ]);\n\n return [];\n }\n\n foreach ($apiResponse->getResults() as $pipeline) {\n $pipelineStages = array_map(\n static function (PipelineStage $stage) {\n return [\n 'id' => $stage->getId(),\n 'label' => $stage->getLabel(),\n ];\n },\n $pipeline->getStages()\n );\n\n $stages = array_merge($stages, $pipelineStages);\n }\n\n return $stages;\n }\n\n public function fetchOpportunityPipelines(): array\n {\n $pipelines = [];\n\n try {\n $apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');\n } catch (\\Exception $e) {\n $this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [\n 'reason' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n $response = $apiResponse->toArray();\n\n foreach ($response['results'] as $pipeline) {\n $pipelines[] = [\n 'id' => $pipeline['id'],\n 'label' => $pipeline['label'],\n ];\n }\n\n return $pipelines;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchMeetingOutcomeFieldOptions(Field $field): array\n {\n return $field->getCrmProviderId() === 'meetingOutcome'\n ? $this->fetchMeetingOutcomeTypes()\n : $this->fetchCallActivityTypes();\n }\n\n public function fetchMeetingOutcomeTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/meeting/hs_meeting_outcome'\n );\n }\n\n public function fetchCallActivityTypes(): array\n {\n return $this->extractMeetingTypeOptions(\n 'https://api.hubapi.com/crm/v3/properties/call/hs_activity_type'\n );\n }\n\n private function extractMeetingTypeOptions(string $endpoint): array\n {\n /** @var Response $response */\n $response = $this->getInstance()\n ->getClient()\n ->request('GET', $endpoint);\n\n /**\n * @var array<array{\n * value: string,\n * label: string,\n * displayOrder: int\n * }> $optionData\n */\n $optionData = $response->toArray()['options'] ?? [];\n\n $options = [];\n foreach ($optionData as $item) {\n $options[] = [\n 'id' => $item['value'],\n 'value' => $item['value'],\n 'label' => $item['label'],\n 'display_order' => $item['displayOrder'],\n ];\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchDispositionFieldOptions(): array\n {\n $options = [];\n\n $dispositions = $this->fetchCallDispositions();\n\n foreach ($dispositions as $disposition) {\n if ($disposition['deleted'] !== false) {\n continue;\n }\n\n $option['value'] = $disposition['id'];\n $option['id'] = $disposition['id'];\n $option['label'] = $disposition['label'];\n\n $options[] = $option;\n }\n\n return $options;\n }\n\n /**\n * @return array<CrmFieldOption>\n */\n public function fetchOpportunityFieldOptions(Field $field): array\n {\n if ($field->isStageField()) {\n return $this->fetchOpportunityPipelineStages();\n }\n\n if ($field->isPipelineField()) {\n return $this->fetchOpportunityPipelines();\n }\n\n return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)\n {\n $endpoint = self::BASE_URL . $endpoint;\n\n if ($method === 'GET') {\n $response = $this->getInstance()->getClient()?->request(\n method: $method,\n endpoint: $endpoint,\n query_string: $queryString\n );\n } else {\n $response = $this->getInstance()->getClient()->request($method, $endpoint, [\n 'json' => ($payload),\n ]);\n }\n\n $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // \"110\"\n $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // \"109\"\n $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // \"10000\"\n $body = json_decode((string) $response->getBody(), true);\n\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));\n \\Illuminate\\Support\\Facades\\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));\n\n return $response;\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function createMeeting(array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings';\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n /**\n * @throws BadRequest\n * @throws HubspotException\n */\n public function updateMeeting(string $meetingId, array $payload): Response\n {\n $endpoint = '/crm/v3/objects/meetings/' . $meetingId;\n\n return $this->makeRequest($endpoint, 'PATCH', $payload);\n }\n\n /**\n * @throws \\Exception\n */\n public function createNote(\n string $body,\n string $ownerId,\n int $timestamp,\n string $objectId,\n NoteObject $noteObject\n ): ?string {\n try {\n $noteInput = new SimplePublicObjectInput([\n 'properties' => [\n 'hs_note_body' => $body,\n 'hubspot_owner_id' => $ownerId,\n 'hs_timestamp' => $timestamp,\n ],\n ]);\n\n // Create note\n $note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);\n\n $this->getNewInstance()->crm()->objects()->associationsApi()->create(\n 'note',\n $note->getId(),\n $this->getNoteObject($noteObject),\n $objectId,\n $this->getNoteAssociationType($noteObject),\n );\n\n return $note->getId();\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to create note', [\n 'objectId' => $objectId,\n 'noteObject' => $noteObject->getObjectType(),\n 'reason' => $e->getMessage(),\n ]);\n\n \\Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function updateEngagement(string $objectId, array $engagement, array $metadata): void\n {\n $this->getInstance()->engagements()->update($objectId, $engagement, $metadata);\n }\n\n public function getEngagementData(string $engagementId): array\n {\n $engagement = $this->getInstance()->engagements()->get($engagementId);\n\n return $engagement->toArray();\n }\n\n public function createEngagement(array $engagement, array $associations, array $metadata): Response\n {\n return $this->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n }\n\n public function isUnauthorizedException(\\Exception $e): bool\n {\n // Check for specific HubSpot API exception types first\n if ($e instanceof BadRequest) {\n // BadRequest can contain 401 status codes\n return $e->getCode() === 401;\n }\n\n // Check for HTTP client exceptions with status codes\n if ($e instanceof \\GuzzleHttp\\Exception\\RequestException && $e->hasResponse()) {\n $response = $e->getResponse();\n if ($response !== null) {\n return $response->getStatusCode() === 401;\n }\n }\n\n // Check for Guzzle HTTP exceptions\n if ($e instanceof \\GuzzleHttp\\Exception\\ClientException) {\n return $e->getCode() === 401;\n }\n\n // Fallback to string matching as last resort, but be more specific\n $message = strtolower($e->getMessage());\n\n return str_contains($message, '401 unauthorized') ||\n str_contains($message, 'http 401') ||\n str_contains($message, 'status code 401') ||\n (preg_match('/\\b401\\b/', $message) && str_contains($message, 'unauthorized'));\n }\n\n /**\n * Validates and refreshes the access token if needed before API requests.\n * This ensures long-running processes don't fail due to token expiration.\n *\n * @throws SocialAccountTokenInvalidException\n */\n public function ensureValidToken(): void\n {\n if ($this->oauthAccount === null) {\n return;\n }\n\n $newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);\n if ($newToken !== null) {\n $this->accessToken = $newToken;\n }\n }\n\n public function getConfig()\n {\n return $this->config;\n }\n\n // returns only active (archived=false)\n public function getOwners(): array\n {\n return $this->getNewInstance()->crm()->owners()->getAll();\n }\n\n /**\n * @param bool $archived\n *\n * @return array<Owner>|[]\n */\n public function getOwnersArchived(bool $archived = true): array\n {\n $endpoint = '/crm/v3/owners';\n $queryParams = [\n 'archived' => $archived ? 'true' : 'false',\n ];\n $queryString = http_build_query($queryParams);\n\n $owners = [];\n\n try {\n $response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);\n $responseData = $response?->toArray();\n\n foreach ($responseData['results'] as $result) {\n try {\n $owners[] = Owner::create($result);\n } catch (Throwable $e) {\n $this->log->error('[HubSpot] Failed to process owner data', [\n 'result' => $result,\n 'error' => $e->getMessage(),\n ]);\n\n continue;\n }\n }\n } catch (Throwable $e) {\n $this->log->error('HubSpot] Failed to fetch owners', [\n 'archived' => $archived,\n 'error' => $e->getMessage(),\n ]);\n\n return [];\n }\n\n return $owners;\n }\n\n public function getMeeting(string $engagementId): ObjectWithAssociations\n {\n return $this->getNewInstance()->crm()->objects()->basicApi()\n ->getById('meeting', $engagementId, null, 'contact,company,deal');\n }\n\n public function deleteEngagement(string $engagementId): void\n {\n $this->getInstance()->engagements()->delete((int) $engagementId);\n }\n\n public function getAssociationsData(array $ids, string $fromObject, string $toObject): array\n {\n $associationData = [];\n $idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);\n\n foreach ($idChunks as $idChunk) {\n try {\n $batchInput = new \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchInputPublicObjectId();\n $batchInput->setInputs(array_map(function ($id) {\n $publicObjectId = new \\HubSpot\\Client\\Crm\\Associations\\Model\\PublicObjectId();\n $publicObjectId->setId($id);\n\n return $publicObjectId;\n }, $idChunk));\n\n $associatedObjectsData = $this\n ->getNewInstance()\n ->crm()\n ->associations()\n ->batchApi()\n ->read($fromObject, $toObject, $batchInput);\n\n if ($associatedObjectsData instanceof \\HubSpot\\Client\\Crm\\Associations\\Model\\BatchResponsePublicAssociationMulti) {\n foreach ($associatedObjectsData->getResults() as $association) {\n $from = $association->getFrom()->getId();\n $toAssociations = $association->getTo();\n\n if (! empty($toAssociations)) {\n $associationData[$from] = array_map(function ($item) {\n return $item->getId();\n }, $toAssociations);\n }\n }\n }\n } catch (\\Exception $e) {\n $this->log->error('[Hubspot] Failed to fetch associations', [\n 'from_object' => $fromObject,\n 'to_object' => $toObject,\n 'reason' => $e->getMessage(),\n ]);\n }\n }\n\n return $associationData;\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteAssociationType(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'note_to_deal',\n NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it\n NoteObject::Account => 'note_to_company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n /**\n * @throws \\Exception\n */\n private function getNoteObject(NoteObject $noteObject): string\n {\n return match($noteObject) {\n NoteObject::Opportunity => 'deal',\n NoteObject::Lead, NoteObject::Contact => 'contact',\n NoteObject::Account => 'company',\n NoteObject::Call, NoteObject::Event => throw new \\Exception('Not supported'),\n };\n }\n\n public function addAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/create\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n\n public function removeAssociations(string $objectType, string $associationType, array $payload): Response\n {\n $endpoint = \"/crm/v4/associations/$objectType/$associationType/batch/archive\";\n\n return $this->makeRequest($endpoint, 'POST', $payload);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:08:22] local.NOTICE: Monitoring start {"correlation_id":"d080a9c0-0eca-4cb1-a3a8-0144debc5512","trace_id":"b6fced05-bd66-448a-b6ed-1a158a4335f4"}
[2026-05-07 14:08:23] local.NOTICE: Monitoring end {"correlation_id":"d080a9c0-0eca-4cb1-a3a8-0144debc5512","trace_id":"b6fced05-bd66-448a-b6ed-1a158a4335f4"}
[2026-05-07 14:08:31] local.INFO: Jiminny\Console\Commands\Command::run Memory usage before starting command {"command":"mailbox:skip-lists:refresh","memoryBeforeCommandInMb":62.0,"memoryPeakBeforeCommandInMb":99.727} {"correlation_id":"fbe17093-d88a-4085-a766-e12ab1b648a4","trace_id":"06b1c475-70e0-42ec-9805-d78f59c0c5d1"}
[2026-05-07 14:08:31] local.INFO: Jiminny\Console\Commands\Command::run Memory usage for command {"command":"mailbox:skip-lists:refresh","memoryBeforeCommandInMb":62.0,"memoryAfterCommandInMB":62.0,"memoryPeakBeforeCommandInMb":99.727,"memoryPeakAfterCommandInMB":99.727} {"correlation_id":"fbe17093-d88a-4085-a766-e12ab1b648a4","trace_id":"06b1c475-70e0-42ec-9805-d78f59c0c5d1"}
[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Fetching token {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:34] local.INFO: [SocialAccountService] Token retrieved {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:34] local.INFO: [EncryptedTokenManager] Generating access token. {"mode":"legacy"} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:34] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {"crm_provider":"hubspot","crm_owner":148,"team_id":2} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:35] local.INFO: [Hubspot] DEBUG Getting headers {"headers":{"Date":["Thu, 07 May 2026 14:08:35 GMT"],"Content-Type":["application/json;charset=utf-8"],"Content-Length":["227"],"Connection":["keep-alive"],"CF-Ray":["9f80cc29fd66dc1a-SOF"],"CF-Cache-Status":["DYNAMIC"],"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],"Vary":["origin"],"access-control-allow-credentials":["false"],"server-timing":["hcid;desc=\"019e02c4-d684-7f5d-be16-3d129d00c0a3\", cfr;desc=\"9f80cc2a06d23402-IAD\""],"x-content-type-options":["nosniff"],"x-hubspot-correlation-id":["019e02c4-d684-7f5d-be16-3d129d00c0a3"],"Set-Cookie":["__cf_bm=0LMCTstVmP5pyIYfLZ1Vgebevm4BnI_hv250XvZJDZI-1778162915-[IP_ADDRESS]-VEXAxU7TqgaJhUSJaNRDF5y59Eo7wOLd78Bm1nV_hNpBHZQPCrg.WMJL_LJy2qoR84rCgLXAlUPz4jkFWtD3fDjrRxypSlr4zAPvuPPaoNM; path=/; expires=Thu, 07-May-26 14:38:35 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Report-To":["{\"endpoints\":[{\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=4wbdllfukF%2BA1EOwyTeqZCIqvY2KcW%2BCX5f%2BaZsnWkxc6ccKufGimFrCvj%2FnyWTDpsdCMXE0ngrpMA7WjiyvJDXtlDtN2YAhtK127%2FDtKe1JCyjgKsMQXBSMhBDyTC7c\"}],\"group\":\"cf-nel\",\"max_age\":604800}"],"NEL":["{\"success_fraction\":0.01,\"report_to\":\"cf-nel\",\"max_age\":604800}"],"Server":["cloudflare"]}} {"correlation_id":"d326aafa-339a-42c1-bf53-05ebd7f52782","trace_id":"19b29b52-6663-4853-8096-e32bf6618df7"}
[2026-05-07 14:08:35] local.INFO: [Hubspot] Received 429 from API {"team_id":2,"config_id":2,"retry_after":10,"reason":"Client error: `POST [URL_WITH_CREDENTIALS] CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
if (! $this->rateLimiter->canMakeRequest($this->config)) {
$retryAfter = $this->rateLimiter->requestAvailableIn($this->config);
$this->log->warning('[Hubspot] Rate limit exceeded, deferring request', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
]);
throw new RateLimitException(
'Hubspot rate limit reached for configuration ' . $this->config->getId(),
$retryAfter,
);
}
$this->rateLimiter->incrementRequestCount($this->config);
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
return method_exists($e, 'getCode') && (int) $e->getCode() === 429;
}
public function parseRetryAfter(Throwable $e): int
{
\Illuminate\Support\Facades\Log::channel('custom_channel')->info("parseRetryAfter");
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
$current = $e;
while ($current !== null) {
if (method_exists($current, 'getResponse')) {
$response = $current->getResponse();
if ($response !== null) {
$headers = $response->getHeaders();
}
}
$current = $current->getPrevious();
}
$this->log->info('[Hubspot] DEBUG Getting headers', [
'headers' => $headers ?? [],
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
$max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
$remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
$interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
$body = json_decode((string) $response->getBody(), true);
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
\Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
// Check for specific HubSpot API exception types first
if ($e instanceof BadRequest) {
// BadRequest can contain 401 status codes
return $e->getCode() === 401;
}
// Check for HTTP client exceptions with status codes
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
$response = $e->getResponse();
if ($response !== null) {
return $response->getStatusCode() === 401;
}
}
// Check for Guzzle HTTP exceptions
if ($e instanceof \GuzzleHttp\Exception\ClientException) {
return $e->getCode() === 401;
}
// Fallback to string matching as last resort, but be more specific
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) && str_conta...
|
4557
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NULL
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17118
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29
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2026-05-11T10:06:01.506107+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-11/1778 /Users/lukas/.screenpipe/data/data/2026-05-11/1778493961506_m2.jpg...
|
PhpStorm
|
faVsco.js – custom.log
|
True
|
NULL
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monitor_2
|
NULL
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NULL
|
NULL
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NULL
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PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-h PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-limiProiect© UserAutomatedReportsController.phpm lustCallC) PlavbackController.ong• m PushSummarvToCrmC) HubenotSuncStrateRingCentral>• ZoomPhone© JiminnyDet© RateLimitexception l est.php© ActivityChangeCategooAssienownersnip.ong© ConferenceCrmMatchC) MatchActivityCrmData.php X(C) CrmActivityService.ph( RateLimitException.php© HandleHubspotRateLimit.phpC DeleteActivities.pnpC) MatchCrmData.php(C) CrmObiectsResolver.phoC) Delete leamenurnData(C) PacinationConfia.ohoC) Delete l eamsketentiorC) HaraDeleteAcuivities.omaxSycentionsX8 Cc W.*TIT:c) HarcDeleteacuivity.onclass Matchactiv1tycrmbata extends Job 1mplements Shouldoueue. ShouldBeUniquelc) keindexroraccouniJoC) ReindexForContactJoi© ReindexForLead.Job.pl(C) ReindexForOpportunit© ReindeyForlJser.Job.ph(C) RetrvActivitvSvnc.00.1lC) SvncActivitv.oho(C) TeardownStream.ohoM Ai AutomationM A Renorts> Audiov AutomatedRenorts(c) ReauectGenerateAck.1© RequestGenerateRepo© SendReportExpiringSo(C) SendPenart lnh nhn.© SendReportMailJob.ph© SendReportNotGenera> @ Calendarv D Crmv 0 Deletec) DeleteAccountJob.© DeleteContact.Job.r€ DeleteCrmEntityTraC) DeleteLeadJob.phpC) DeleteOpportunitv.C) VerivActivitvermir→E Huosoot> MSalesforce(C) AutoloaDelavedToCrm(C) CheckAndRetrvRemot© CreateFollowupActivit.C) CreateNotes.oho(c) MatchActivitiectoNew(C) MatchActivitvCrmbate(6 Note@biect nhn(C) SaveActivitv nhnTacts naccod. 12 (2 minutes aaoipublic function middleware: arrayreturninew HandleHubsootRateLimito1:nublic function notnvlintilo• NateTinetntenfacereturn now->addMinutes(self::RETRY_WINDOW_MINUTES):public function __construct(int $activityIdcontiouracion strontontiquracion = null.bool SremoteSearch = falseSthis->activityId = SactivityId:Sthis->fromConfiguration = $fromConfiquration:sth1s->remotesearch = Sremotesearch:Sthis-›onQueue( queue: Constants:: QUEUE ANALYTICS LOW:public function uniqueido: strinaSconfioid = sthis->fromConfiauration2->cetido ?>0:Sremote = Sthis->remoteSearch ? "nemotel • "ocalt.neturn "Sthis-sactivitvld.Sconfiald•Sremote".nublic function +imeouto• intnotunn 700• C minutoc may ovocution timo1 usagepublic function uniqueForO: int= custom.log X=laravel.logA SF (jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKOb.A console [EU]console [STAGINGI& The file size (11.14 MB) exceeds the configured limit (2.56 MB). Code insight features are not available.ЛIV8AVI TTIsuppont Dally • In Th oom100% Lz• Mon 11 May 13:06:01HandleHubspotRateLimitTest vCascadeHubspot Rate Limit Re+0 ..(2026-05-11 12:30:001 Local.INFO: [HandleHubspotRateLimit) Rate limit caught, releasing job with delay ("job_class":"..•","attempts":1,"r... (one log per *first attempt* of each released job - visible because attempts < 3)Critical: you should see NO new (Hubspot] Received 429 lines while cache is populated. The cache is short-circuiting before the API callPhase 3 (T = 1s onward): Ccle repeatsWhen cache TTL expires, ~5-10 workers race to probe HubSpot:D log[2026-05-11 12:30:01] local.WARNING: [Hubspot) Received 429 from API {"...","retry_after":1}the race window opens)(2026-05-11 12:30:01) Local. INFO: (HandleHubspotRateLimit) Rate Limit caught, releasing job with delay ("attempts";2, "retry_after":1, "del... (each job retries; second attempt still logs because attempts <= 3)Phase 4 (attempts grow): Log sampling kicks inh lod(2026-05-11 12:30:051 Local.INFO: [HandLeHubspotRateLimit) Rate limit caught, releasing job with delay l"attempts":3,"retry_after":1,"delfor attempts 4-9 - sampled out)12076-85-22 20r attemosa4-9= Sampled OutbsotPateLimit) Rate Linit cauaht, releasina tob with de lay f"attenots": 10, " retry afterli. 1, "a... silence for attemots 11-19)[2026-05-11 12:31:00] local.INFO: [HandleHubspotRateLimit] Rate limit caught, releasing job with delay ("attempts":20,"retry_after":1, "dePhase 5 (T = 30 min): retryUntil expires for unfinished jobs• loc[2026-05-11 13:00:00] local.ERROR: [MatchActivityCrmData] Job permanently failed after all retries {"activity":418999,...,"attempts" :N}... (one ERROR per failed job - these go to Sentry)What vou should NOT see (proper behavior verification)Licted hv what would indicate a reareccion.Bad signaWhat it would mean[MatchActiv1tyCrmbata) Falled to match CRM data with tull Stack trace, repeatecThe instanceof RateLimitException filter is brokenHundreds of (Hubspot] Received 429 from API per secondThe Redis cache isn't blocking calls: check Redis connectivity, key formatSame job succeeding then immediately re-running with attempts=2ratrul IntilluniaueGor micmatch orn trancantion ie rollina hack cuccaccfulstatePermanent failures within 90 seconds (before retrvlintili<maxFycent ions is too low or Ratel initFycent ion is escanina theloac of (HandleHubcnotPatel imitl on everv attemnt no camnlinaThe attempts <= 3 || % 10 sampling is brokenRedis kev hubsnot:ratelimit.nortal-X never aonearsEither no 429 was received or Redis:setex isn't beina calledConcrete observabilitv checklistPun thece durina the ctorm to verifv each niece work• bash@©0Ask anvthing (84.L)Claude Onus 4.7 MediumWN Windsurf Teams12•52UTF.8Iio 4 spacesw...
|
NULL
|
-8315029855688298037
|
NULL
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click
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ocr
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NULL
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PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-h PhostormVIewINavicareCodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-limiProiect© UserAutomatedReportsController.phpm lustCallC) PlavbackController.ong• m PushSummarvToCrmC) HubenotSuncStrateRingCentral>• ZoomPhone© JiminnyDet© RateLimitexception l est.php© ActivityChangeCategooAssienownersnip.ong© ConferenceCrmMatchC) MatchActivityCrmData.php X(C) CrmActivityService.ph( RateLimitException.php© HandleHubspotRateLimit.phpC DeleteActivities.pnpC) MatchCrmData.php(C) CrmObiectsResolver.phoC) Delete leamenurnData(C) PacinationConfia.ohoC) Delete l eamsketentiorC) HaraDeleteAcuivities.omaxSycentionsX8 Cc W.*TIT:c) HarcDeleteacuivity.onclass Matchactiv1tycrmbata extends Job 1mplements Shouldoueue. ShouldBeUniquelc) keindexroraccouniJoC) ReindexForContactJoi© ReindexForLead.Job.pl(C) ReindexForOpportunit© ReindeyForlJser.Job.ph(C) RetrvActivitvSvnc.00.1lC) SvncActivitv.oho(C) TeardownStream.ohoM Ai AutomationM A Renorts> Audiov AutomatedRenorts(c) ReauectGenerateAck.1© RequestGenerateRepo© SendReportExpiringSo(C) SendPenart lnh nhn.© SendReportMailJob.ph© SendReportNotGenera> @ Calendarv D Crmv 0 Deletec) DeleteAccountJob.© DeleteContact.Job.r€ DeleteCrmEntityTraC) DeleteLeadJob.phpC) DeleteOpportunitv.C) VerivActivitvermir→E Huosoot> MSalesforce(C) AutoloaDelavedToCrm(C) CheckAndRetrvRemot© CreateFollowupActivit.C) CreateNotes.oho(c) MatchActivitiectoNew(C) MatchActivitvCrmbate(6 Note@biect nhn(C) SaveActivitv nhnTacts naccod. 12 (2 minutes aaoipublic function middleware: arrayreturninew HandleHubsootRateLimito1:nublic function notnvlintilo• NateTinetntenfacereturn now->addMinutes(self::RETRY_WINDOW_MINUTES):public function __construct(int $activityIdcontiouracion strontontiquracion = null.bool SremoteSearch = falseSthis->activityId = SactivityId:Sthis->fromConfiguration = $fromConfiquration:sth1s->remotesearch = Sremotesearch:Sthis-›onQueue( queue: Constants:: QUEUE ANALYTICS LOW:public function uniqueido: strinaSconfioid = sthis->fromConfiauration2->cetido ?>0:Sremote = Sthis->remoteSearch ? "nemotel • "ocalt.neturn "Sthis-sactivitvld.Sconfiald•Sremote".nublic function +imeouto• intnotunn 700• C minutoc may ovocution timo1 usagepublic function uniqueForO: int= custom.log X=laravel.logA SF (jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKOb.A console [EU]console [STAGINGI& The file size (11.14 MB) exceeds the configured limit (2.56 MB). Code insight features are not available.ЛIV8AVI TTIsuppont Dally • In Th oom100% Lz• Mon 11 May 13:06:01HandleHubspotRateLimitTest vCascadeHubspot Rate Limit Re+0 ..(2026-05-11 12:30:001 Local.INFO: [HandleHubspotRateLimit) Rate limit caught, releasing job with delay ("job_class":"..•","attempts":1,"r... (one log per *first attempt* of each released job - visible because attempts < 3)Critical: you should see NO new (Hubspot] Received 429 lines while cache is populated. The cache is short-circuiting before the API callPhase 3 (T = 1s onward): Ccle repeatsWhen cache TTL expires, ~5-10 workers race to probe HubSpot:D log[2026-05-11 12:30:01] local.WARNING: [Hubspot) Received 429 from API {"...","retry_after":1}the race window opens)(2026-05-11 12:30:01) Local. INFO: (HandleHubspotRateLimit) Rate Limit caught, releasing job with delay ("attempts";2, "retry_after":1, "del... (each job retries; second attempt still logs because attempts <= 3)Phase 4 (attempts grow): Log sampling kicks inh lod(2026-05-11 12:30:051 Local.INFO: [HandLeHubspotRateLimit) Rate limit caught, releasing job with delay l"attempts":3,"retry_after":1,"delfor attempts 4-9 - sampled out)12076-85-22 20r attemosa4-9= Sampled OutbsotPateLimit) Rate Linit cauaht, releasina tob with de lay f"attenots": 10, " retry afterli. 1, "a... silence for attemots 11-19)[2026-05-11 12:31:00] local.INFO: [HandleHubspotRateLimit] Rate limit caught, releasing job with delay ("attempts":20,"retry_after":1, "dePhase 5 (T = 30 min): retryUntil expires for unfinished jobs• loc[2026-05-11 13:00:00] local.ERROR: [MatchActivityCrmData] Job permanently failed after all retries {"activity":418999,...,"attempts" :N}... (one ERROR per failed job - these go to Sentry)What vou should NOT see (proper behavior verification)Licted hv what would indicate a reareccion.Bad signaWhat it would mean[MatchActiv1tyCrmbata) Falled to match CRM data with tull Stack trace, repeatecThe instanceof RateLimitException filter is brokenHundreds of (Hubspot] Received 429 from API per secondThe Redis cache isn't blocking calls: check Redis connectivity, key formatSame job succeeding then immediately re-running with attempts=2ratrul IntilluniaueGor micmatch orn trancantion ie rollina hack cuccaccfulstatePermanent failures within 90 seconds (before retrvlintili<maxFycent ions is too low or Ratel initFycent ion is escanina theloac of (HandleHubcnotPatel imitl on everv attemnt no camnlinaThe attempts <= 3 || % 10 sampling is brokenRedis kev hubsnot:ratelimit.nortal-X never aonearsEither no 429 was received or Redis:setex isn't beina calledConcrete observabilitv checklistPun thece durina the ctorm to verifv each niece work• bash@©0Ask anvthing (84.L)Claude Onus 4.7 MediumWN Windsurf Teams12•52UTF.8Iio 4 spacesw...
|
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iTerm2
|
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True
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=+SlackFileEdit→JiminnyContent ExplorerData Explor =+SlackFileEdit→JiminnyContent ExplorerData ExplorerCalendar• Notifications**• MoreSections +CS Day-to-day2 Getting started GuideJust CS Data* Daily Operations• Weekly prep© Renewals and Upsell:= € Risk and Churn An...ImplementationImpl ProjectsTrial Opps (Under Rev...Stoyan's clientsViewGoHistoryWindowHelpall= Support Daily - in 4 h 1 m100% C78• Tue 12 May 10:59:32ws.planhat.com/jiminny/home/data-explorer/usagemetricdef?preview=UsageMetricDef.69f2c6529c9f21b58804Search Jiminny7 Metric |Datasetautomated-reports-track-interestEnd UserQ autactivities.automated-reports-track-interestNameOverviewRaw DataTracev EndUser 1Metricsautomated-reports-track-306 May07 MayFilter by Company05 May08 May®+LukasMay 05, 2026 - May 11, 202609 MayDAYS V10 May11 Mayas aSUM Vacross companiesNo groups found+ Show full listCommentsAdd a comment...
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-8314618502591593249
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=+SlackFileEdit→JiminnyContent ExplorerData Explor =+SlackFileEdit→JiminnyContent ExplorerData ExplorerCalendar• Notifications**• MoreSections +CS Day-to-day2 Getting started GuideJust CS Data* Daily Operations• Weekly prep© Renewals and Upsell:= € Risk and Churn An...ImplementationImpl ProjectsTrial Opps (Under Rev...Stoyan's clientsViewGoHistoryWindowHelpall= Support Daily - in 4 h 1 m100% C78• Tue 12 May 10:59:32ws.planhat.com/jiminny/home/data-explorer/usagemetricdef?preview=UsageMetricDef.69f2c6529c9f21b58804Search Jiminny7 Metric |Datasetautomated-reports-track-interestEnd UserQ autactivities.automated-reports-track-interestNameOverviewRaw DataTracev EndUser 1Metricsautomated-reports-track-306 May07 MayFilter by Company05 May08 May®+LukasMay 05, 2026 - May 11, 202609 MayDAYS V10 May11 Mayas aSUM Vacross companiesNo groups found+ Show full listCommentsAdd a comment...
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Alfred
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Alfred
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True
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vsco
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[{"role":"AXTextField","text&# [{"role":"AXTextField","text":"vsco","depth":1,"bounds":{"left":0.26180556,"top":0.16777778,"width":0.4763889,"height":0.05888889},"on_screen":true,"value":"vsco","help_text":"Alfred Search","role_description":"text field","is_enabled":true,"is_focused":true}]...
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vsco
iTerm2ShellEditViewSessionScriptsProfilesWind vsco
iTerm2ShellEditViewSessionScriptsProfilesWindowHelp§ Support Daily - 4 m leftA100% <8• Tue 12 May 15:11:40T81DOCKERDEV (-zsh)• ₴2APP (-zsh)883t1DOCKER (-zsh)kibana{"type" : "log""@timestamp": "2026-05-11T19:54:53Z"asticsearch","tags" : ["warning""elh:9200/"}, "data"], "pid":7, "message" : "Unable to revive connection: [URL_WITH_CREDENTIALS] "data"],"pid":7,'message" : "NoVSCOkibanaugins"I {"type" : "log", "@timestamp""licensing"], "pid" :7,"message" : "Licensasticsearch due to Error: No Livingconnectickibana1 {"type" : "log","@timestamp"ticsearch", "data"], "pid" :7, "message" : "[Connecarch elasticsearch:9200"}kibana1 {"type" : "log","@timestamp"asticsearch", "data"], "pid" :7,"message": "Unablh:9200/"3kibana1 {"type": "log","@timestamp"asticsearch", "data"],"pid":7,"message":"No 1ikibanains"1 {"type": "log""@timestamp":,"taskManager'""taskManager"], "pid" :7, "meLivingconnections"}kibana{"type" : "log", "@timestamp"ticsearch""data"], "pid" :7, "message" : "[Connerarch elasticsearch:9200*}kibana1 {"type": "log", "@timestamp"asticsearch", "data"], "pid" :7, "message" : "Unab"h:9200/ "3kibanaI {"type" : "log", "@timestamp"& 1asticsearch", "data"], "pid" :7, "message" : "Nokibana1 {"type" : "log"ins","@timestamp", "taskManager", "taskManager"], "pid" :7, "meLiving connections"}kibanaI {"type" : "log", "@timestamp" : "2026-05-11T19:54:59Z""tags" : ["error", "elasticsearch", "data"], "pid" :7, "message" : "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200"}1 {"type" : "log","@timestamp": "2026-05-11T19:55: 00Z", "tags" : ["warning"asticsearch", "data"], "pid" :7, "message": "Unable to revive connection: [URL_WITH_CREDENTIALS] ~ $ |1 {"type": "log", "@timestamp" : "2026-05-11T19:55:00Z", "tags" : ["warning", "elasticsearch", "data"], "pid" :7,"message": "No living connections"}1 {"type" : "log".,"@timestamp" : "2026-05-11T19:55:00Z", "tags" : ["error", "plug, "taskManager",,"taskManager"], "pid" :7, "message": "Failed to poll for work: Error: NoLiving connections"}unexpected EOF17 ExT (-zsh)Poetry could not find a pyproject.toml file in /Users/lukas or its parentskas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/infrastructure/dev/docker (develop) $Poetry could not find a pyproject.toml file in /Users/lukas or its parentsukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ UEXTENSION...
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26174
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NULL
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NULL
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NULL
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14581
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647
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6
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2026-05-10T11:07:51.046964+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-10/1778 /Users/lukas/.screenpipe/data/data/2026-05-10/1778411271046_m1.jpg...
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Claude
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Claude
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True
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monitor_1
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Claude finished the response
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
Pasted Text, pasted, 353 lines
#!/bin/bash # screenpipe_sync.sh # Syncs Screenpipe SQLite data to a NAS archive database (append-only, no deletions). # Also copies the day's video/frame data folder to the NAS. # # Usage: # ./screenpipe_sync.sh # syncs yesterday (default) # ./screenpipe_sync.sh 2026-04-15 # sync
PASTED
after recent updated in screenpipe (find out what are these) I am unable to run script. (pasted) "lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-10 11:50:45] ========================================
[2026-05-10 11:50:45] Screenpipe sync starting for: 2026-05-07
[2026-05-10 11:50:45] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (2.2G)
NAS mount: OK /Volumes/screenpipe
Archive DB: exists ( 10G)
Data dir: OK (266 files, 292M)
[+00m05s] ▶ Counting source rows for 2026-05-07
frames: 6262
elements: 623002
ui_events: 7412
ocr_text: 1670
meetings: 2
[+00m05s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m06s] ▶ Syncing data for 2026-05-07
video_chunks ✓ 0m01s
frames (6262 rows) ⠋ Parse error near line 3: table nas.frames has 24 columns but 30 values were supplied" There were some recent changes in migrations. Here are migrations form the begining of march (approx after I installed irt first time) 20260301000000 create elements table 2026-05-06 17:27:34 True 736637f38c6e0b5547f23c870ebbc3e87ef2d8d33b22ce73f7 ... 1302167
20260301100000 fts external content 2026-05-06 17:27:34 True 44ca0e5fc3b23c19aa09d7ac3fea48de604032d5feced2615c ... 2102875
20260301200000 drop ui monitoring 2026-05-06 17:27:34 True 9ab8a4d8c0d602b491ef1a6ff36076fd7b7c12c05848201682 ... 620375
20260306000000 delete empty transcriptions 2026-05-06 17:27:34 True 5f991a21d663157a2bce5cb9f0729f02181eef817aaef5a0b8 ... 166792
20260309000000 add cloud blob id 2026-05-06 17:27:34 True e1588e32884ec5660d11bbaa995d767fb2172bb9732ad22319 ... 1450542
20260310000000 create memories 2026-05-06 17:27:34 True 4fd07e878de1dd5b8d184e7bca9ee4e6b2480bbf39e5a68ff7 ... 1135416
20260311000000 drop unused tables 2026-05-06 17:27:34 True 3d9eb9d327a61c4055b31e22082cd045e00bd7a875cbdee86b ... 547625
20260312000000 consolidate search to frames full text 2026-05-06 17:27:34 True 5a7a31a359e9e93978d46ab4759fc8cd43898c0fd325d001b7 ... 3038250
20260312000001 drop dead fts tables 2026-05-06 17:27:34 True dd8264b96b4427f40b06ac60b813b77b6d055b24dd727212c5 ... 297250
20260312000002 drop accessibility tags 2026-05-06 17:27:34 True 672b2661f7e0fc8026f2eb6cc5d24935a15db4ed4982aeb973 ... 260167
20260315000000 add frame id to memories 2026-05-06 17:27:34 True f324ec7981134e647b6497126a2b6a7467e94d271d140d0d25 ... 642250
20260316000000 add elements activity summary index 2026-05-06 17:27:34 True 5b3f99a0d58fc73d62f240319d0718963364fdee1e3a7c4866 ... 265834
20260317000000 add elements automation props 2026-05-06 17:27:34 True 4bd132d263de143c7bb0dcf2e3b8074606c58c0f79e6091d13 ... 537750
20260318000000 add elements ref frame id 2026-05-06 17:27:34 True 33282b2c342e4743f096d1e3093146e243d97f392fe4df2cb5 ... 525250
20260319000000 add sync id indexes 2026-05-06 17:27:34 True 22c7a18c918cfcc458f05fdbfe2a0b2bb65a67ae9daeec6028 ... 407083
20260320000000 add note to meetings 2026-05-06 17:27:34 True cfa45b4c98e300c40cd36942839aa20528f47ae3e7b9c86751 ... 519625
20260324000000 drop ocr text delete trigger 2026-05-06 17:27:34 True 99f445308168fc88f993c43f8e884cc4dc7e41411c86b4d3e7 ... 182209
20260326000000 add session path to pipe executions 2026-05-06 17:27:34 True 5aa266dfcd7b741a18dd3ffb6b0ca3caf2e569959074cbc3ff ... 549583
20260411000000 add elements ref frame id index 2026-05-06 17:27:34 True 378589322920e74980ea48c6b44c916cd488e47a8f6172161e ... 232083
20260415000000 frames fts external content 2026-05-06 17:27:34 True 3fdac70da2fd44bca3c3717768b57c4cbee743451b73f13de9 ... 1259250
20260423000000 add speaker id indexes 2026-05-06 17:27:34 True 80e8e0cf144ee620c81b3796196ca22b8e34f9c152ca2ffe8f ... 398709
20260429000000 add evicted at to chunks 2026-05-06 17:27:34 True 180b1d44305df17620929a69ecce60fa3ce0148905adf19ff7 ... 963833
20260502000000 add elements on screen 2026-05-06 17:27:34 True 2cf51a077a75ef32e4e1d722092053ce919bdeee151d3d91fb ... 644500
20260504120000 add document path column 2026-05-06 17:27:34 True d84f7127e1647984eeb1f89e8dffd0918525f128e4608d323f ... 593042
20260506120000 add memories sync columns 2026-05-07 06:45:22 True 800beaaa228c7fbd88fe367dc5b357adb72a3a0635da5a30f4 ... 1777417
20260501000000 add redacted columns 2026-05-08 06:25:45 True 2a4cd6714a2322ccf8f2af6084af5a05e40f460c44c1aaf874 ... 795120667
20260503000000 add frames image redacted 2026-05-08 06:25:45 True . It worked up to the point where I attemtped to remove it and install again since the retention policy doesn't clear old data and it was to big. I am basically moving data to nas and query it form there. mac is for capture only or lets say one week query using claude code. THe main consumer and interface is on nas. How to make it work so new changes won't messup my setup. Seems like I removed the whole folder it was working find runnign with @letest even I may be wrong.
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11:58
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Claude responded: Looking at this carefully, the error tells the whole story:
Claude responded: Looking at this carefully, the error tells the whole story:
Pinpointing schema mismatches from recent PII redaction migrations
Pinpointing schema mismatches from recent PII redaction migrations
Looking at this carefully, the error tells the whole story:
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table nas.frames has 24 columns but 30 values were supplied
Your source DB got 6 new columns from recent migrations, but the NAS archive was created earlier with the old schema.
CREATE TABLE IF NOT EXISTS
is a no-op when the table exists, so the NAS schema is frozen at whatever it was when first created. Then
INSERT ... SELECT *
does positional mapping, which blows up the moment column counts diverge.
Let me verify the recent screenpipe changes and then fix this properly.
Diagnosed schema drift, architected resilient migration strategy
Diagnosed schema drift, architected resilient migration strategy
What's happening
What's happening
The error is schema drift, not a screenpipe bug. Your source DB grew 6 columns from these migrations (most landed late April / early May with the PII work):
20260429000000 add evicted at to chunks
→
video_chunks.evicted_at
20260502000000 add elements on screen
→
elements.on_screen
20260504120000 add document path column
→
frames.document_path
20260501000000 add redacted columns
→ redacted columns on frames/ocr_text/elements (this is the big one — accompanies the new
screenpipe/pii-redactor
model)
20260503000000 add frames image redacted
→
frames.image_redacted_path
20260506120000 add memories sync columns
→ memories table
Your NAS
archive.db
was created before these landed.
CREATE TABLE IF NOT EXISTS
is a no-op on existing tables, so the NAS schema froze. Then
INSERT INTO nas.frames SELECT * FROM main.frames
does
positional
mapping → 30 source values into a 24-column NAS table → parse error.
You weren't wrong about
npx screenpipe@latest
working: removing the folder gave you a fresh local DB with the new schema, and querying still works because everything is on one schema. The mismatch only surfaces when you try to merge old + new schemas via the sync.
The fix
The fix
Two changes make this future-proof:
ensure_columns
— before each insert, diff source vs NAS columns and run
ALTER TABLE ADD COLUMN
for any new ones. SQLite handles this as a metadata-only op, so it's instant even on your 10G archive.
Explicit column lists in INSERT
— never
SELECT *
again. Build the column list dynamically from
PRAGMA table_info(<table>)
and use
INSERT INTO t (cols) SELECT cols FROM ...
. Now positional drift is structurally impossible.
Bonus: dropped columns in future migrations will also be handled gracefully — the archive keeps the column with NULLs for new rows, no errors.
Let me write the updated script.
Created a file, ran a command, read a file
Created a file, ran a command, read a file
What changed in the script
What changed in the script
Three additions, everything else preserved:
Schema helpers
(
table_columns_with_types
,
table_columns
,
table_exists
,
ensure_columns
,
build_col_list
) — pure bash + sqlite3 PRAGMA, no extra deps.
New "Reconciling NAS schema with source" step
— runs after
CREATE TABLE IF NOT EXISTS
, before indexes/FTS/inserts. For each table in
SYNC_TABLES
, it diffs source columns against NAS and
ALTER TABLE ADD COLUMN
s the missing ones. Output looks like:
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schema: frames ✓ added 4: cloud_blob_id document_path image_redacted_path text_redacted
schema: elements ✓ added 2: on_screen text_redacted
schema: video_chunks ✓ added 1: evicted_at
Explicit column lists in every INSERT
—
FRAMES_COLS=$(build_col_list frames)
builds
"id","timestamp","app_name",...
from source
PRAGMA table_info
, and the inserts use
INSERT INTO nas.t (cols) SELECT cols FROM main.t
. No more positional mapping. Column names are double-quoted so any future hyphens or reserved-word columns won't break parsing.
What to expect on the next run
What to expect on the next run
First run after dropping it in: the "Reconciling NAS schema with source" step will print the missing columns it adds to your existing 10G archive (4 on
frames
, plus a few on
elements
/
video_chunks
/
ocr_text
). Each
ALTER TABLE ADD COLUMN
is a metadata-only op in SQLite — no table rewrite, no VACUUM needed, total cost should be sub-second even on the 10G file. Then 2026-05-07 will sync normally.
After that, when Screenpipe ships the next migration, your sync just picks up the new columns automatically. No more breakage.
One thing worth knowing
One thing worth knowing
If Screenpipe ever
drops
a column in source (rare but possible — they did
drop ui monitoring
and
drop dead fts tables
earlier), the NAS will still have it, and
build_col_list
(sourced from
main
) won't reference it. New rows will have NULL for the orphaned column, old rows keep their data. That's the right archival behavior — but if you ever want to actually drop those orphan columns from NAS, that's a manual
ALTER TABLE ... DROP COLUMN
which SQLite has supported since 3.35 (your macOS Tahoe ships 3.43+, and your NAS Docker SQLite is fine).
View Screenpipe sync
Screenpipe sync
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You said: ok but given the changes introduced is there something I may actually use
You said: ok but given the changes introduced is there something I may actually use
ok but given the changes introduced is there something I may actually use
12:06
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Claude responded: Good question.
Claude responded: Good question.
Cataloging PII redactor capabilities and security categories
Cataloging PII redactor capabilities and security categories
Good question. Let me look at what these new columns actually do and which ones map to your setup, since not all of them are equal value for you.
Evaluated four practical database columns for his specific workflow needs
Evaluated four practical database columns for his specific workflow needs
Yeah, three of them are genuinely useful for your setup. The rest are cloud-sync plumbing you can ignore.
frames.document_path — most useful for you
frames.document_path
— most useful for you
Captures the path of the document/file open at frame time. This is a meaningful upgrade over relying on
app_name
+
window_name
for IDE work.
Concrete uses given your stack:
Daily activity summary
: instead of "spent 2h in PhpStorm", you can group by
document_path
and get "spent 2h in
app/Http/Controllers/ReportsController.php
" — directly tied to the JY-20458 work.
Ticket correlation
: branch names contain ticket IDs in PhpStorm window titles, but file paths are cleaner. Query
WHERE document_path LIKE '%/reports/%'
to slice by feature area.
Replaces some of the
LIKE '%JY-%'
fishing
: your hyphenated-token issue with FTS5 mostly comes up in OCR text. For "what was I working on",
document_path
skips OCR entirely.
Worth adding an index on the NAS:
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sql
CREATE
INDEX
IF
NOT
EXISTS
idx_frames_document_path
ON
frames
(
document_path
)
WHERE
document_path
IS
NOT
NULL
;
elements.on_screen — directly useful for the meeting detector
elements.on_screen
— directly useful for the meeting detector
This is a boolean for whether the element was actually visible (vs. in the accessibility tree but scrolled off / occluded / behind a collapsed panel).
For your
meeting-detector
pipeline:
Zoom's accessibility tree exposes
everyone
on the call, including names in collapsed roster panels. Adding
WHERE on_screen = 1
cuts the participant detector down to people whose name tile was actually rendered — much closer to "who was visible during this segment".
For daily summaries: weights time-on-element by visibility, so reading vs. having-a-tab-open look different.
Cheap to add, big signal-to-noise win.
PII redaction columns (text_redacted etc.) — useful but with caveats
PII redaction columns (
text_redacted
etc.) — useful but with caveats
The model behind these is
screenpipe/pii-redactor
, fine-tuned for accessibility trees, OCR'd screen text, and computer-use traces. Detects 12 categories including a
secret
class that catches passwords, API keys, JWTs, DB connection strings, and PRIVATE-KEY markers — exactly the stuff that leaks into your captures during Laravel/Salesforce/HubSpot dev work.
For your setup, this maps well because:
The NAS archive is the consumer, queried by Claude Code agentically. Pointing those queries at
text_redacted
rather than
text
reduces the blast radius if a prompt or tool result ends up somewhere unexpected.
Your Mac captures Jiminny customer data on every call. Redacted text is safer for archival queries that don't need exact content (which is most of them).
Caveats worth knowing before flipping it on:
Probably opt-in.
Migrations only added the columns; redaction itself almost certainly needs a flag (worth checking
screenpipe record --help
for something like
--enable-pii-redaction
). Without enabling, the columns just stay NULL.
Over-redacts on short strings
: ~8% on accessibility/window titles, ~16% on long-form. Bulgarian names + Slovak surnames in your genealogy notes will likely trigger false positives. Keep the unredacted
text
column for cases where you need ground truth.
Model license is CC BY-NC 4.0
— non-commercial only, so not suitable for anything Jiminny-business related; fine for personal use.
Practical pattern: query
text_redacted
by default, fall back to
text
only when you explicitly need the raw value.
video_chunks.evicted_at — minor diagnostic value
video_chunks.evicted_at
— minor diagnostic value
When the local retention policy prunes a chunk, this stamps the time. Given your 7-day retention + nightly sync to NAS, you could add a preflight check that warns if a chunk got evicted before its frames were synced (would mean you have frame metadata pointing to deleted video). Realistically your nightly sync at 3am is well inside the 7-day window, so this is more "nice diagnostic" than "must-use".
Skip these
Skip these
frames.cloud_blob_id
,
memories sync columns
— for the optional E2EE cloud sync feature. You self-host, you don't need them. Stays NULL.
If you want, I can draft a small SQL migration for the NAS-side indexes (
document_path
,
on_screen
) and a tweaked version of your daily-activity-summary Claude Code prompt that uses
document_path
for grouping. Both are short.
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You said: yes do it.
You said: yes do it.
yes do it. I want frames.document_path and elements.on_screen. Do I need to add it to the script as well (if running for the first time on new machine). But for archive.db on nas I need to add it now. Also what would be the effect on older data if don't have data there?
12:16
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Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Architected migration strategy, index optimization, and data continuity implications
Architected migration strategy, index optimization, and data continuity implications
Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt. Plus a clean answer on the older-data question.
What happens to older data
What happens to older data
Both columns will be
NULL
for every row that's already in the archive. Screenpipe only started populating them on the migration dates (
document_path
from May 4,
on_screen
from May 2 in source — for your archive, from whenever you first sync data captured after those dates).
Practical implications:
WHERE document_path = 'foo'
— silently skips all old rows. Same for
WHERE document_path IS NOT NULL
.
WHERE on_screen = 1
— silently skips all old element rows (NULL is neither 1 nor 0).
WHERE on_screen = 0
— also skips them (NULL ≠ 0).
So queries using these columns are implicitly forward-looking.
No backfill is possible
— screenpipe didn't capture this signal at the time, the data simply doesn't exist for those moments. If you need a hybrid query (use
document_path
when present, fall back to
window_name
for older data), use
COALESCE(document_path, window_name)
or an explicit branching CASE.
The partial indexes (with
WHERE ... IS NOT NULL
) handle this elegantly — they ignore old rows entirely, so they stay small and only grow with new data.
Run this now against the NAS archive
Run this now against the NAS archive
Two partial indexes — they index only the rows that actually have data, so they're effectively instant on your 10G archive (currently zero qualifying rows):
Copy to clipboard
bash
sqlite3 /Volumes/screenpipe/archive.db
<<
'SQL'
CREATE INDEX IF NOT EXISTS idx_frames_document_path
ON frames(document_path) WHERE document_path IS NOT NULL;
CREATE INDEX IF NOT EXISTS idx_elements_onscreen_frame
ON elements(frame_id) WHERE on_screen = 1 AND text IS NOT NULL;
SQL
Note on the second index: a plain index on
on_screen
alone is useless (boolean = 2 distinct values, low selectivity). The composite-partial form is what you actually want — it pre-filters to visible elements with text, anchored on
frame_id
for join performance, and complements rather than replaces your existing
idx_elements_frame_src_role
.
Yes, add to the script for fresh installs
Yes, add to the script for fresh installs
In the "creating indexes" heredoc in
screenpipe_sync.sh
, add these two lines alongside the existing ones:
Edited a file, ran a command
Edited a file, ran a command
On a fresh machine, the flow is:
CREATE TABLE IF NOT EXISTS ... AS SELECT * FROM main.frames WHERE 0
clones the source schema (so the columns appear automatically), and then
CREATE INDEX IF NOT EXISTS
builds the partial indexes — both effectively no-ops since fresh data populates as it syncs. So yes, the patched script handles fresh installs correctly without further intervention.
Updated daily activity summary prompt
Updated daily activity summary prompt
This uses both new columns, falls back gracefully for old data, and keeps the Europe/Sofia timezone conversion you already have.
Created a file, read a file
Created a file, read a file
Summary of what to do, in order
Summary of what to do, in order
Now
: run the two
CREATE INDEX
statements above against
/Volumes/screenpipe/archive.db
(sub-second since both are partial indexes on currently-empty conditions).
Replace your existing script
with the patched
screenpipe_sync.sh
— it has both the schema-drift handling from before and the two new indexes baked in.
Run a test sync
for 2026-05-07 — should now succeed, with the
Reconciling NAS schema with source
step adding the missing columns to your existing 10G archive in one shot.
From May 7 forward
, queries against the NAS will see populated
document_path
and
on_screen
data. The new daily prompt will start producing useful file-level breakdowns; for backfilled days where those columns are NULL, it falls back to
window_name
grouping and notes the limitation.
One side-thought for your meeting detector: when you next iterate on
pipeline.py
, swap the participant scan to
WHERE on_screen = 1 OR on_screen IS NULL
— old data still works, new data gets noise filtering for free. Same one-line change.
View Daily activity prompt
Daily activity prompt
Document
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Open Daily activity prompt
Open in Windsurf
View Screenpipe sync
Screenpipe sync
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Open Screenpipe sync
Open in iTerm
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You said: I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.
You said: I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.
I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 4612768
drwxr-xr-x 16 lukas staff 512 10 May 13:06 .
drwx------+ 94 lukas staff 3008 8 May 22:00 ..
-rw-r--r--@ 1 lukas staff 6148 10 May 11:39 .DS_Store
drwxr-xr-x 19 lukas staff 608 10 May 11:39 data
-rw-r--r--@ 1 lukas staff 2360483840 10 May 11:50 db.sqlite
-rw-r--r--@ 1 lukas staff 32768 10 May 11:50 db.sqlite-shm
-rw-r--r--@ 1 lukas staff 0 10 May 11:50 db.sqlite-wal
drwxr-xr-x 9 lukas staff 288 10 May 11:39 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log
-rw-r--r-- 1 lukas staff 382102 8 May 22:20 screenpipe.2026-05-08.0.log
-rw-r--r-- 1 lukas staff 167023 9 May 23:04 screenpipe.2026-05-09.0.log
-rw-r--r-- 1 lukas staff 7751 10 May 11:37 screenpipe.2026-05-10.0.log
-rwxr-xr-x@ 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 19713 10 May 13:06 screenpipe_sync_updated.sh
-rw-r--r--@ 1 lukas staff 4648 10 May 11:50 sync.log screepipe_sync_updated.sh. How to add it the rights to execute? Where is Daily activity prompt used? Also maybe lets include copying of logs to nas (like screenpipe.2026-05-10.0.log)
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13:08
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Claude responded: Three quick fixes.
Claude responded: Three quick fixes.
Orchestrated solutions for permissions, prompt usage, and log synchronization
Orchestrated solutions for permissions, prompt usage, and log synchronization
Three quick fixes. Let me handle them in order.
1. Execute permissions + replace the old script
1. Execute permissions + replace the old script
Your existing script at
screenpipe_sync.sh
is what cron calls (if you have cron set up). Cleanest path is to back up the old one, then move the updated version into its place — keeps cron working without touching crontab:
Copy to clipboard
bash
cd
~/.screenpipe
chmod
+x screenpipe_sync_updated.sh
mv
screenpipe_sync.sh screenpipe_sync.sh.bak
mv
screenpipe_sync_updated.sh screenpipe_sync.sh
If you'd rather keep both around (e.g., to A/B test for a day), just do
chmod +x screenpipe_sync_updated.sh
and run it directly until you're happy, then swap.
2. Where the daily activity prompt lives
2. Where the daily activity prompt lives...
|
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script.","depth":20,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"You said: after recent updated in screenpipe (find out what are these) I am unable to run script.","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Pasted Text, pasted, 353 lines","depth":21,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"#!/bin/bash # screenpipe_sync.sh # Syncs Screenpipe SQLite data to a NAS archive database (append-only, no deletions). # Also copies the day's video/frame data folder to the NAS. # # Usage: # ./screenpipe_sync.sh # syncs yesterday (default) # ./screenpipe_sync.sh 2026-04-15 # sync","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"PASTED","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"after recent updated in screenpipe (find out what are these) I am unable to run script. (pasted) \"lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07\n[2026-05-10 11:50:45] ========================================\n[2026-05-10 11:50:45] Screenpipe sync starting for: 2026-05-07\n[2026-05-10 11:50:45] ========================================\n[+00m00s] ▶ Preflight checks\n Source DB: OK (2.2G)\n NAS mount: OK /Volumes/screenpipe\n Archive DB: exists ( 10G)\n Data dir: OK (266 files, 292M)\n[+00m05s] ▶ Counting source rows for 2026-05-07\n frames: 6262\n elements: 623002\n ui_events: 7412\n ocr_text: 1670\n meetings: 2\n[+00m05s] ▶ Initialising tables, indexes, FTS\n creating tables ✓ 0m00s\n creating indexes ✓ 0m01s\n creating FTS tables ✓ 0m00s\n[+00m06s] ▶ Syncing data for 2026-05-07\n video_chunks ✓ 0m01s\n frames (6262 rows) ⠋ Parse error near line 3: table nas.frames has 24 columns but 30 values were supplied\" There were some recent changes in migrations. Here are migrations form the begining of march (approx after I installed irt first time) 20260301000000 create elements table 2026-05-06 17:27:34 True 736637f38c6e0b5547f23c870ebbc3e87ef2d8d33b22ce73f7 ... 1302167\n20260301100000 fts external content 2026-05-06 17:27:34 True 44ca0e5fc3b23c19aa09d7ac3fea48de604032d5feced2615c ... 2102875\n20260301200000 drop ui monitoring 2026-05-06 17:27:34 True 9ab8a4d8c0d602b491ef1a6ff36076fd7b7c12c05848201682 ... 620375\n20260306000000 delete empty transcriptions 2026-05-06 17:27:34 True 5f991a21d663157a2bce5cb9f0729f02181eef817aaef5a0b8 ... 166792\n20260309000000 add cloud blob id 2026-05-06 17:27:34 True e1588e32884ec5660d11bbaa995d767fb2172bb9732ad22319 ... 1450542\n20260310000000 create memories 2026-05-06 17:27:34 True 4fd07e878de1dd5b8d184e7bca9ee4e6b2480bbf39e5a68ff7 ... 1135416\n20260311000000 drop unused tables 2026-05-06 17:27:34 True 3d9eb9d327a61c4055b31e22082cd045e00bd7a875cbdee86b ... 547625\n20260312000000 consolidate search to frames full text 2026-05-06 17:27:34 True 5a7a31a359e9e93978d46ab4759fc8cd43898c0fd325d001b7 ... 3038250\n20260312000001 drop dead fts tables 2026-05-06 17:27:34 True dd8264b96b4427f40b06ac60b813b77b6d055b24dd727212c5 ... 297250\n20260312000002 drop accessibility tags 2026-05-06 17:27:34 True 672b2661f7e0fc8026f2eb6cc5d24935a15db4ed4982aeb973 ... 260167\n20260315000000 add frame id to memories 2026-05-06 17:27:34 True f324ec7981134e647b6497126a2b6a7467e94d271d140d0d25 ... 642250\n20260316000000 add elements activity summary index 2026-05-06 17:27:34 True 5b3f99a0d58fc73d62f240319d0718963364fdee1e3a7c4866 ... 265834\n20260317000000 add elements automation props 2026-05-06 17:27:34 True 4bd132d263de143c7bb0dcf2e3b8074606c58c0f79e6091d13 ... 537750\n20260318000000 add elements ref frame id 2026-05-06 17:27:34 True 33282b2c342e4743f096d1e3093146e243d97f392fe4df2cb5 ... 525250\n20260319000000 add sync id indexes 2026-05-06 17:27:34 True 22c7a18c918cfcc458f05fdbfe2a0b2bb65a67ae9daeec6028 ... 407083\n20260320000000 add note to meetings 2026-05-06 17:27:34 True cfa45b4c98e300c40cd36942839aa20528f47ae3e7b9c86751 ... 519625\n20260324000000 drop ocr text delete trigger 2026-05-06 17:27:34 True 99f445308168fc88f993c43f8e884cc4dc7e41411c86b4d3e7 ... 182209\n20260326000000 add session path to pipe executions 2026-05-06 17:27:34 True 5aa266dfcd7b741a18dd3ffb6b0ca3caf2e569959074cbc3ff ... 549583\n20260411000000 add elements ref frame id index 2026-05-06 17:27:34 True 378589322920e74980ea48c6b44c916cd488e47a8f6172161e ... 232083\n20260415000000 frames fts external content 2026-05-06 17:27:34 True 3fdac70da2fd44bca3c3717768b57c4cbee743451b73f13de9 ... 1259250\n20260423000000 add speaker id indexes 2026-05-06 17:27:34 True 80e8e0cf144ee620c81b3796196ca22b8e34f9c152ca2ffe8f ... 398709\n20260429000000 add evicted at to chunks 2026-05-06 17:27:34 True 180b1d44305df17620929a69ecce60fa3ce0148905adf19ff7 ... 963833\n20260502000000 add elements on screen 2026-05-06 17:27:34 True 2cf51a077a75ef32e4e1d722092053ce919bdeee151d3d91fb ... 644500\n20260504120000 add document path column 2026-05-06 17:27:34 True d84f7127e1647984eeb1f89e8dffd0918525f128e4608d323f ... 593042\n20260506120000 add memories sync columns 2026-05-07 06:45:22 True 800beaaa228c7fbd88fe367dc5b357adb72a3a0635da5a30f4 ... 1777417\n20260501000000 add redacted columns 2026-05-08 06:25:45 True 2a4cd6714a2322ccf8f2af6084af5a05e40f460c44c1aaf874 ... 795120667\n20260503000000 add frames image redacted 2026-05-08 06:25:45 True . It worked up to the point where I attemtped to remove it and install again since the retention policy doesn't clear old data and it was to big. I am basically moving data to nas and query it form there. mac is for capture only or lets say one week query using claude code. THe main consumer and interface is on nas. How to make it work so new changes won't messup my setup. Seems like I removed the whole folder it was working find runnign with @letest even I may be wrong.","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"11:58","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Looking at this carefully, the error tells the whole story:","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Looking at this carefully, the error tells the whole story:","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Pinpointing schema mismatches from recent PII redaction migrations","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Pinpointing schema mismatches from recent PII redaction migrations","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Looking at this carefully, the error tells the whole story:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"table nas.frames has 24 columns but 30 values were supplied","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Your source DB got 6 new columns from recent migrations, but the NAS archive was created earlier with the old schema.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CREATE TABLE IF NOT EXISTS","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is a no-op when the table exists, so the NAS schema is frozen at whatever it was when first created. 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So yes, the patched script handles fresh installs correctly without further intervention.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Updated daily activity summary prompt","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Updated daily activity summary prompt","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"This uses both new columns, falls back gracefully for old data, and keeps the Europe/Sofia timezone conversion you already have.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Created a file, read a file","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Created a file, read a file","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"Summary of what to do, in order","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Summary of what to do, in order","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Now","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":": run the two","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"CREATE INDEX","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"statements above against","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"/Volumes/screenpipe/archive.db","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"(sub-second since both are partial indexes on currently-empty conditions).","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Replace your existing script","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"with the patched","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"screenpipe_sync.sh","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— it has both the schema-drift handling from before and the two new indexes baked in.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Run a test sync","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"for 2026-05-07 — should now succeed, with the","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Reconciling NAS schema with source","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"step adding the missing columns to your existing 10G archive in one shot.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"From May 7 forward","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", queries against the NAS will see populated","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"document_path","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"on_screen","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"data. The new daily prompt will start producing useful file-level breakdowns; for backfilled days where those columns are NULL, it falls back to","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"window_name","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"grouping and notes the limitation.","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"One side-thought for your meeting detector: when you next iterate on","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"pipeline.py","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":", swap the participant scan to","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"WHERE on_screen = 1 OR on_screen IS NULL","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"— old data still works, new data gets noise filtering for free. Same one-line change.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"View Daily activity prompt","depth":25,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Daily activity prompt","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Document","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"·","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"MD","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Open Daily activity prompt","depth":26,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Open in Windsurf","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"View Screenpipe sync","depth":25,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Screenpipe sync","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"SH","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Open Screenpipe sync","depth":26,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Open in iTerm","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Download all","depth":25,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Download all","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give positive feedback","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Give negative feedback","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"You said: I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.","depth":20,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"You said: I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.","depth":21,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll\ntotal 4612768\ndrwxr-xr-x 16 lukas staff 512 10 May 13:06 .\ndrwx------+ 94 lukas staff 3008 8 May 22:00 ..\n-rw-r--r--@ 1 lukas staff 6148 10 May 11:39 .DS_Store\ndrwxr-xr-x 19 lukas staff 608 10 May 11:39 data\n-rw-r--r--@ 1 lukas staff 2360483840 10 May 11:50 db.sqlite\n-rw-r--r--@ 1 lukas staff 32768 10 May 11:50 db.sqlite-shm\n-rw-r--r--@ 1 lukas staff 0 10 May 11:50 db.sqlite-wal\ndrwxr-xr-x 9 lukas staff 288 10 May 11:39 pipes\n-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log\n-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log\n-rw-r--r-- 1 lukas staff 382102 8 May 22:20 screenpipe.2026-05-08.0.log\n-rw-r--r-- 1 lukas staff 167023 9 May 23:04 screenpipe.2026-05-09.0.log\n-rw-r--r-- 1 lukas staff 7751 10 May 11:37 screenpipe.2026-05-10.0.log\n-rwxr-xr-x@ 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh\n-rw-r--r-- 1 lukas staff 19713 10 May 13:06 screenpipe_sync_updated.sh\n-rw-r--r--@ 1 lukas staff 4648 10 May 11:50 sync.log screepipe_sync_updated.sh. How to add it the rights to execute? Where is Daily activity prompt used? Also maybe lets include copying of logs to nas (like screenpipe.2026-05-10.0.log)","depth":24,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Show more","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"13:08","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Retry","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Copy","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXHeading","text":"Claude responded: Three quick fixes.","depth":21,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"Claude responded: Three quick fixes.","depth":22,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Orchestrated solutions for permissions, prompt usage, and log synchronization","depth":22,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Orchestrated solutions for permissions, prompt usage, and log synchronization","depth":23,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Three quick fixes. Let me handle them in order.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"1. Execute permissions + replace the old script","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"1. Execute permissions + replace the old script","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"Your existing script at","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"screenpipe_sync.sh","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"is what cron calls (if you have cron set up). Cleanest path is to back up the old one, then move the updated version into its place — keeps cron working without touching crontab:","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Copy to clipboard","depth":27,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"bash","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"cd","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"~/.screenpipe","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"chmod","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"+x screenpipe_sync_updated.sh","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mv","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"screenpipe_sync.sh screenpipe_sync.sh.bak","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"mv","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"screenpipe_sync_updated.sh screenpipe_sync.sh","depth":27,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"If you'd rather keep both around (e.g., to A/B test for a day), just do","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"chmod +x screenpipe_sync_updated.sh","depth":26,"on_screen":false,"role_description":"text"},{"role":"AXStaticText","text":"and run it directly until you're happy, then swap.","depth":25,"on_screen":false,"role_description":"text"},{"role":"AXHeading","text":"2. Where the daily activity prompt lives","depth":24,"on_screen":false,"role_description":"heading"},{"role":"AXStaticText","text":"2. Where the daily activity prompt lives","depth":25,"on_screen":false,"role_description":"text"}]...
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Claude finished the response
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
You said: after recent updated in screenpipe (find out what are these) I am unable to run script.
Pasted Text, pasted, 353 lines
#!/bin/bash # screenpipe_sync.sh # Syncs Screenpipe SQLite data to a NAS archive database (append-only, no deletions). # Also copies the day's video/frame data folder to the NAS. # # Usage: # ./screenpipe_sync.sh # syncs yesterday (default) # ./screenpipe_sync.sh 2026-04-15 # sync
PASTED
after recent updated in screenpipe (find out what are these) I am unable to run script. (pasted) "lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-10 11:50:45] ========================================
[2026-05-10 11:50:45] Screenpipe sync starting for: 2026-05-07
[2026-05-10 11:50:45] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (2.2G)
NAS mount: OK /Volumes/screenpipe
Archive DB: exists ( 10G)
Data dir: OK (266 files, 292M)
[+00m05s] ▶ Counting source rows for 2026-05-07
frames: 6262
elements: 623002
ui_events: 7412
ocr_text: 1670
meetings: 2
[+00m05s] ▶ Initialising tables, indexes, FTS
creating tables ✓ 0m00s
creating indexes ✓ 0m01s
creating FTS tables ✓ 0m00s
[+00m06s] ▶ Syncing data for 2026-05-07
video_chunks ✓ 0m01s
frames (6262 rows) ⠋ Parse error near line 3: table nas.frames has 24 columns but 30 values were supplied" There were some recent changes in migrations. Here are migrations form the begining of march (approx after I installed irt first time) 20260301000000 create elements table 2026-05-06 17:27:34 True 736637f38c6e0b5547f23c870ebbc3e87ef2d8d33b22ce73f7 ... 1302167
20260301100000 fts external content 2026-05-06 17:27:34 True 44ca0e5fc3b23c19aa09d7ac3fea48de604032d5feced2615c ... 2102875
20260301200000 drop ui monitoring 2026-05-06 17:27:34 True 9ab8a4d8c0d602b491ef1a6ff36076fd7b7c12c05848201682 ... 620375
20260306000000 delete empty transcriptions 2026-05-06 17:27:34 True 5f991a21d663157a2bce5cb9f0729f02181eef817aaef5a0b8 ... 166792
20260309000000 add cloud blob id 2026-05-06 17:27:34 True e1588e32884ec5660d11bbaa995d767fb2172bb9732ad22319 ... 1450542
20260310000000 create memories 2026-05-06 17:27:34 True 4fd07e878de1dd5b8d184e7bca9ee4e6b2480bbf39e5a68ff7 ... 1135416
20260311000000 drop unused tables 2026-05-06 17:27:34 True 3d9eb9d327a61c4055b31e22082cd045e00bd7a875cbdee86b ... 547625
20260312000000 consolidate search to frames full text 2026-05-06 17:27:34 True 5a7a31a359e9e93978d46ab4759fc8cd43898c0fd325d001b7 ... 3038250
20260312000001 drop dead fts tables 2026-05-06 17:27:34 True dd8264b96b4427f40b06ac60b813b77b6d055b24dd727212c5 ... 297250
20260312000002 drop accessibility tags 2026-05-06 17:27:34 True 672b2661f7e0fc8026f2eb6cc5d24935a15db4ed4982aeb973 ... 260167
20260315000000 add frame id to memories 2026-05-06 17:27:34 True f324ec7981134e647b6497126a2b6a7467e94d271d140d0d25 ... 642250
20260316000000 add elements activity summary index 2026-05-06 17:27:34 True 5b3f99a0d58fc73d62f240319d0718963364fdee1e3a7c4866 ... 265834
20260317000000 add elements automation props 2026-05-06 17:27:34 True 4bd132d263de143c7bb0dcf2e3b8074606c58c0f79e6091d13 ... 537750
20260318000000 add elements ref frame id 2026-05-06 17:27:34 True 33282b2c342e4743f096d1e3093146e243d97f392fe4df2cb5 ... 525250
20260319000000 add sync id indexes 2026-05-06 17:27:34 True 22c7a18c918cfcc458f05fdbfe2a0b2bb65a67ae9daeec6028 ... 407083
20260320000000 add note to meetings 2026-05-06 17:27:34 True cfa45b4c98e300c40cd36942839aa20528f47ae3e7b9c86751 ... 519625
20260324000000 drop ocr text delete trigger 2026-05-06 17:27:34 True 99f445308168fc88f993c43f8e884cc4dc7e41411c86b4d3e7 ... 182209
20260326000000 add session path to pipe executions 2026-05-06 17:27:34 True 5aa266dfcd7b741a18dd3ffb6b0ca3caf2e569959074cbc3ff ... 549583
20260411000000 add elements ref frame id index 2026-05-06 17:27:34 True 378589322920e74980ea48c6b44c916cd488e47a8f6172161e ... 232083
20260415000000 frames fts external content 2026-05-06 17:27:34 True 3fdac70da2fd44bca3c3717768b57c4cbee743451b73f13de9 ... 1259250
20260423000000 add speaker id indexes 2026-05-06 17:27:34 True 80e8e0cf144ee620c81b3796196ca22b8e34f9c152ca2ffe8f ... 398709
20260429000000 add evicted at to chunks 2026-05-06 17:27:34 True 180b1d44305df17620929a69ecce60fa3ce0148905adf19ff7 ... 963833
20260502000000 add elements on screen 2026-05-06 17:27:34 True 2cf51a077a75ef32e4e1d722092053ce919bdeee151d3d91fb ... 644500
20260504120000 add document path column 2026-05-06 17:27:34 True d84f7127e1647984eeb1f89e8dffd0918525f128e4608d323f ... 593042
20260506120000 add memories sync columns 2026-05-07 06:45:22 True 800beaaa228c7fbd88fe367dc5b357adb72a3a0635da5a30f4 ... 1777417
20260501000000 add redacted columns 2026-05-08 06:25:45 True 2a4cd6714a2322ccf8f2af6084af5a05e40f460c44c1aaf874 ... 795120667
20260503000000 add frames image redacted 2026-05-08 06:25:45 True . It worked up to the point where I attemtped to remove it and install again since the retention policy doesn't clear old data and it was to big. I am basically moving data to nas and query it form there. mac is for capture only or lets say one week query using claude code. THe main consumer and interface is on nas. How to make it work so new changes won't messup my setup. Seems like I removed the whole folder it was working find runnign with @letest even I may be wrong.
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Claude responded: Looking at this carefully, the error tells the whole story:
Claude responded: Looking at this carefully, the error tells the whole story:
Pinpointing schema mismatches from recent PII redaction migrations
Pinpointing schema mismatches from recent PII redaction migrations
Looking at this carefully, the error tells the whole story:
Copy to clipboard
table nas.frames has 24 columns but 30 values were supplied
Your source DB got 6 new columns from recent migrations, but the NAS archive was created earlier with the old schema.
CREATE TABLE IF NOT EXISTS
is a no-op when the table exists, so the NAS schema is frozen at whatever it was when first created. Then
INSERT ... SELECT *
does positional mapping, which blows up the moment column counts diverge.
Let me verify the recent screenpipe changes and then fix this properly.
Diagnosed schema drift, architected resilient migration strategy
Diagnosed schema drift, architected resilient migration strategy
What's happening
What's happening
The error is schema drift, not a screenpipe bug. Your source DB grew 6 columns from these migrations (most landed late April / early May with the PII work):
20260429000000 add evicted at to chunks
→
video_chunks.evicted_at
20260502000000 add elements on screen
→
elements.on_screen
20260504120000 add document path column
→
frames.document_path
20260501000000 add redacted columns
→ redacted columns on frames/ocr_text/elements (this is the big one — accompanies the new
screenpipe/pii-redactor
model)
20260503000000 add frames image redacted
→
frames.image_redacted_path
20260506120000 add memories sync columns
→ memories table
Your NAS
archive.db
was created before these landed.
CREATE TABLE IF NOT EXISTS
is a no-op on existing tables, so the NAS schema froze. Then
INSERT INTO nas.frames SELECT * FROM main.frames
does
positional
mapping → 30 source values into a 24-column NAS table → parse error.
You weren't wrong about
npx screenpipe@latest
working: removing the folder gave you a fresh local DB with the new schema, and querying still works because everything is on one schema. The mismatch only surfaces when you try to merge old + new schemas via the sync.
The fix
The fix
Two changes make this future-proof:
ensure_columns
— before each insert, diff source vs NAS columns and run
ALTER TABLE ADD COLUMN
for any new ones. SQLite handles this as a metadata-only op, so it's instant even on your 10G archive.
Explicit column lists in INSERT
— never
SELECT *
again. Build the column list dynamically from
PRAGMA table_info(<table>)
and use
INSERT INTO t (cols) SELECT cols FROM ...
. Now positional drift is structurally impossible.
Bonus: dropped columns in future migrations will also be handled gracefully — the archive keeps the column with NULLs for new rows, no errors.
Let me write the updated script.
Created a file, ran a command, read a file
Created a file, ran a command, read a file
What changed in the script
What changed in the script
Three additions, everything else preserved:
Schema helpers
(
table_columns_with_types
,
table_columns
,
table_exists
,
ensure_columns
,
build_col_list
) — pure bash + sqlite3 PRAGMA, no extra deps.
New "Reconciling NAS schema with source" step
— runs after
CREATE TABLE IF NOT EXISTS
, before indexes/FTS/inserts. For each table in
SYNC_TABLES
, it diffs source columns against NAS and
ALTER TABLE ADD COLUMN
s the missing ones. Output looks like:
Copy to clipboard
schema: frames ✓ added 4: cloud_blob_id document_path image_redacted_path text_redacted
schema: elements ✓ added 2: on_screen text_redacted
schema: video_chunks ✓ added 1: evicted_at
Explicit column lists in every INSERT
—
FRAMES_COLS=$(build_col_list frames)
builds
"id","timestamp","app_name",...
from source
PRAGMA table_info
, and the inserts use
INSERT INTO nas.t (cols) SELECT cols FROM main.t
. No more positional mapping. Column names are double-quoted so any future hyphens or reserved-word columns won't break parsing.
What to expect on the next run
What to expect on the next run
First run after dropping it in: the "Reconciling NAS schema with source" step will print the missing columns it adds to your existing 10G archive (4 on
frames
, plus a few on
elements
/
video_chunks
/
ocr_text
). Each
ALTER TABLE ADD COLUMN
is a metadata-only op in SQLite — no table rewrite, no VACUUM needed, total cost should be sub-second even on the 10G file. Then 2026-05-07 will sync normally.
After that, when Screenpipe ships the next migration, your sync just picks up the new columns automatically. No more breakage.
One thing worth knowing
One thing worth knowing
If Screenpipe ever
drops
a column in source (rare but possible — they did
drop ui monitoring
and
drop dead fts tables
earlier), the NAS will still have it, and
build_col_list
(sourced from
main
) won't reference it. New rows will have NULL for the orphaned column, old rows keep their data. That's the right archival behavior — but if you ever want to actually drop those orphan columns from NAS, that's a manual
ALTER TABLE ... DROP COLUMN
which SQLite has supported since 3.35 (your macOS Tahoe ships 3.43+, and your NAS Docker SQLite is fine).
View Screenpipe sync
Screenpipe sync
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You said: ok but given the changes introduced is there something I may actually use
You said: ok but given the changes introduced is there something I may actually use
ok but given the changes introduced is there something I may actually use
12:06
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Claude responded: Good question.
Claude responded: Good question.
Cataloging PII redactor capabilities and security categories
Cataloging PII redactor capabilities and security categories
Good question. Let me look at what these new columns actually do and which ones map to your setup, since not all of them are equal value for you.
Evaluated four practical database columns for his specific workflow needs
Evaluated four practical database columns for his specific workflow needs
Yeah, three of them are genuinely useful for your setup. The rest are cloud-sync plumbing you can ignore.
frames.document_path — most useful for you
frames.document_path
— most useful for you
Captures the path of the document/file open at frame time. This is a meaningful upgrade over relying on
app_name
+
window_name
for IDE work.
Concrete uses given your stack:
Daily activity summary
: instead of "spent 2h in PhpStorm", you can group by
document_path
and get "spent 2h in
app/Http/Controllers/ReportsController.php
" — directly tied to the JY-20458 work.
Ticket correlation
: branch names contain ticket IDs in PhpStorm window titles, but file paths are cleaner. Query
WHERE document_path LIKE '%/reports/%'
to slice by feature area.
Replaces some of the
LIKE '%JY-%'
fishing
: your hyphenated-token issue with FTS5 mostly comes up in OCR text. For "what was I working on",
document_path
skips OCR entirely.
Worth adding an index on the NAS:
Copy to clipboard
sql
CREATE
INDEX
IF
NOT
EXISTS
idx_frames_document_path
ON
frames
(
document_path
)
WHERE
document_path
IS
NOT
NULL
;
elements.on_screen — directly useful for the meeting detector
elements.on_screen
— directly useful for the meeting detector
This is a boolean for whether the element was actually visible (vs. in the accessibility tree but scrolled off / occluded / behind a collapsed panel).
For your
meeting-detector
pipeline:
Zoom's accessibility tree exposes
everyone
on the call, including names in collapsed roster panels. Adding
WHERE on_screen = 1
cuts the participant detector down to people whose name tile was actually rendered — much closer to "who was visible during this segment".
For daily summaries: weights time-on-element by visibility, so reading vs. having-a-tab-open look different.
Cheap to add, big signal-to-noise win.
PII redaction columns (text_redacted etc.) — useful but with caveats
PII redaction columns (
text_redacted
etc.) — useful but with caveats
The model behind these is
screenpipe/pii-redactor
, fine-tuned for accessibility trees, OCR'd screen text, and computer-use traces. Detects 12 categories including a
secret
class that catches passwords, API keys, JWTs, DB connection strings, and PRIVATE-KEY markers — exactly the stuff that leaks into your captures during Laravel/Salesforce/HubSpot dev work.
For your setup, this maps well because:
The NAS archive is the consumer, queried by Claude Code agentically. Pointing those queries at
text_redacted
rather than
text
reduces the blast radius if a prompt or tool result ends up somewhere unexpected.
Your Mac captures Jiminny customer data on every call. Redacted text is safer for archival queries that don't need exact content (which is most of them).
Caveats worth knowing before flipping it on:
Probably opt-in.
Migrations only added the columns; redaction itself almost certainly needs a flag (worth checking
screenpipe record --help
for something like
--enable-pii-redaction
). Without enabling, the columns just stay NULL.
Over-redacts on short strings
: ~8% on accessibility/window titles, ~16% on long-form. Bulgarian names + Slovak surnames in your genealogy notes will likely trigger false positives. Keep the unredacted
text
column for cases where you need ground truth.
Model license is CC BY-NC 4.0
— non-commercial only, so not suitable for anything Jiminny-business related; fine for personal use.
Practical pattern: query
text_redacted
by default, fall back to
text
only when you explicitly need the raw value.
video_chunks.evicted_at — minor diagnostic value
video_chunks.evicted_at
— minor diagnostic value
When the local retention policy prunes a chunk, this stamps the time. Given your 7-day retention + nightly sync to NAS, you could add a preflight check that warns if a chunk got evicted before its frames were synced (would mean you have frame metadata pointing to deleted video). Realistically your nightly sync at 3am is well inside the 7-day window, so this is more "nice diagnostic" than "must-use".
Skip these
Skip these
frames.cloud_blob_id
,
memories sync columns
— for the optional E2EE cloud sync feature. You self-host, you don't need them. Stays NULL.
If you want, I can draft a small SQL migration for the NAS-side indexes (
document_path
,
on_screen
) and a tweaked version of your daily-activity-summary Claude Code prompt that uses
document_path
for grouping. Both are short.
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You said: yes do it.
You said: yes do it.
yes do it. I want frames.document_path and elements.on_screen. Do I need to add it to the script as well (if running for the first time on new machine). But for archive.db on nas I need to add it now. Also what would be the effect on older data if don't have data there?
12:16
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Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Claude responded: Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt.
Architected migration strategy, index optimization, and data continuity implications
Architected migration strategy, index optimization, and data continuity implications
Three deliverables coming up: the immediate NAS migration, the script patch, and an updated daily-summary prompt. Plus a clean answer on the older-data question.
What happens to older data
What happens to older data
Both columns will be
NULL
for every row that's already in the archive. Screenpipe only started populating them on the migration dates (
document_path
from May 4,
on_screen
from May 2 in source — for your archive, from whenever you first sync data captured after those dates).
Practical implications:
WHERE document_path = 'foo'
— silently skips all old rows. Same for
WHERE document_path IS NOT NULL
.
WHERE on_screen = 1
— silently skips all old element rows (NULL is neither 1 nor 0).
WHERE on_screen = 0
— also skips them (NULL ≠ 0).
So queries using these columns are implicitly forward-looking.
No backfill is possible
— screenpipe didn't capture this signal at the time, the data simply doesn't exist for those moments. If you need a hybrid query (use
document_path
when present, fall back to
window_name
for older data), use
COALESCE(document_path, window_name)
or an explicit branching CASE.
The partial indexes (with
WHERE ... IS NOT NULL
) handle this elegantly — they ignore old rows entirely, so they stay small and only grow with new data.
Run this now against the NAS archive
Run this now against the NAS archive
Two partial indexes — they index only the rows that actually have data, so they're effectively instant on your 10G archive (currently zero qualifying rows):
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bash
sqlite3 /Volumes/screenpipe/archive.db
<<
'SQL'
CREATE INDEX IF NOT EXISTS idx_frames_document_path
ON frames(document_path) WHERE document_path IS NOT NULL;
CREATE INDEX IF NOT EXISTS idx_elements_onscreen_frame
ON elements(frame_id) WHERE on_screen = 1 AND text IS NOT NULL;
SQL
Note on the second index: a plain index on
on_screen
alone is useless (boolean = 2 distinct values, low selectivity). The composite-partial form is what you actually want — it pre-filters to visible elements with text, anchored on
frame_id
for join performance, and complements rather than replaces your existing
idx_elements_frame_src_role
.
Yes, add to the script for fresh installs
Yes, add to the script for fresh installs
In the "creating indexes" heredoc in
screenpipe_sync.sh
, add these two lines alongside the existing ones:
Edited a file, ran a command
Edited a file, ran a command
On a fresh machine, the flow is:
CREATE TABLE IF NOT EXISTS ... AS SELECT * FROM main.frames WHERE 0
clones the source schema (so the columns appear automatically), and then
CREATE INDEX IF NOT EXISTS
builds the partial indexes — both effectively no-ops since fresh data populates as it syncs. So yes, the patched script handles fresh installs correctly without further intervention.
Updated daily activity summary prompt
Updated daily activity summary prompt
This uses both new columns, falls back gracefully for old data, and keeps the Europe/Sofia timezone conversion you already have.
Created a file, read a file
Created a file, read a file
Summary of what to do, in order
Summary of what to do, in order
Now
: run the two
CREATE INDEX
statements above against
/Volumes/screenpipe/archive.db
(sub-second since both are partial indexes on currently-empty conditions).
Replace your existing script
with the patched
screenpipe_sync.sh
— it has both the schema-drift handling from before and the two new indexes baked in.
Run a test sync
for 2026-05-07 — should now succeed, with the
Reconciling NAS schema with source
step adding the missing columns to your existing 10G archive in one shot.
From May 7 forward
, queries against the NAS will see populated
document_path
and
on_screen
data. The new daily prompt will start producing useful file-level breakdowns; for backfilled days where those columns are NULL, it falls back to
window_name
grouping and notes the limitation.
One side-thought for your meeting detector: when you next iterate on
pipeline.py
, swap the participant scan to
WHERE on_screen = 1 OR on_screen IS NULL
— old data still works, new data gets noise filtering for free. Same one-line change.
View Daily activity prompt
Daily activity prompt
Document
·
MD
Open Daily activity prompt
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You said: I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.
You said: I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.
I added lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 4612768
drwxr-xr-x 16 lukas staff 512 10 May 13:06 .
drwx------+ 94 lukas staff 3008 8 May 22:00 ..
-rw-r--r--@ 1 lukas staff 6148 10 May 11:39 .DS_Store
drwxr-xr-x 19 lukas staff 608 10 May 11:39 data
-rw-r--r--@ 1 lukas staff 2360483840 10 May 11:50 db.sqlite
-rw-r--r--@ 1 lukas staff 32768 10 May 11:50 db.sqlite-shm
-rw-r--r--@ 1 lukas staff 0 10 May 11:50 db.sqlite-wal
drwxr-xr-x 9 lukas staff 288 10 May 11:39 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log
-rw-r--r-- 1 lukas staff 382102 8 May 22:20 screenpipe.2026-05-08.0.log
-rw-r--r-- 1 lukas staff 167023 9 May 23:04 screenpipe.2026-05-09.0.log
-rw-r--r-- 1 lukas staff 7751 10 May 11:37 screenpipe.2026-05-10.0.log
-rwxr-xr-x@ 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 19713 10 May 13:06 screenpipe_sync_updated.sh
-rw-r--r--@ 1 lukas staff 4648 10 May 11:50 sync.log screepipe_sync_updated.sh. How to add it the rights to execute? Where is Daily activity prompt used? Also maybe lets include copying of logs to nas (like screenpipe.2026-05-10.0.log)
Show more
13:08
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Claude responded: Three quick fixes.
Claude responded: Three quick fixes.
Orchestrated solutions for permissions, prompt usage, and log synchronization
Orchestrated solutions for permissions, prompt usage, and log synchronization
Three quick fixes. Let me handle them in order.
1. Execute permissions + replace the old script
1. Execute permissions + replace the old script
Your existing script at
screenpipe_sync.sh
is what cron calls (if you have cron set up). Cleanest path is to back up the old one, then move the updated version into its place — keeps cron working without touching crontab:
Copy to clipboard
bash
cd
~/.screenpipe
chmod
+x screenpipe_sync_updated.sh
mv
screenpipe_sync.sh screenpipe_sync.sh.bak
mv
screenpipe_sync_updated.sh screenpipe_sync.sh
If you'd rather keep both around (e.g., to A/B test for a day), just do
chmod +x screenpipe_sync_updated.sh
and run it directly until you're happy, then swap.
2. Where the daily activity prompt lives
2. Where the daily activity prompt lives...
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/Users/lukas/.screenpipe/data/data/2026-05-07/1778 /Users/lukas/.screenpipe/data/data/2026-05-07/1778162732727_m1.jpg...
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faVsco.js – Hubspot/Service.php
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Project: faVsco.js, menu
master, menu
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[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Fetching token {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Token retrieved {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [EncryptedTokenManager] Generating access token. {"mode":"legacy"} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {"crm_provider":"hubspot","crm_owner":148,"team_id":2} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [Hubspot] Pagination completed {"team_id":2,"endpoint":"[URL_WITH_CREDENTIALS] CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provi...
|
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'AskJiminnyReportActivityServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'AskJiminnyReportActivityServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"30","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Fetching token {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Token retrieved {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [EncryptedTokenManager] Generating access token. {\"mode\":\"legacy\"} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {\"crm_provider\":\"hubspot\",\"crm_owner\":148,\"team_id\":2} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.4,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.28,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:10] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.31,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:10] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:10] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.3,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:11] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.26,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:11] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.47,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:11] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.31,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:12] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.34,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:12] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.36,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:12] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"meeting-bot:schedule-bot\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"da1d4c14-cb37-4041-a487-e732b699396d\",\"trace_id\":\"fe3b693a-1f78-4208-8b1d-8e6b7e860ece\"}\n[2026-05-07 14:04:12] local.INFO: [ScheduleBotCommand] Number of activities to be captured: 0 {\"correlation_id\":\"da1d4c14-cb37-4041-a487-e732b699396d\",\"trace_id\":\"fe3b693a-1f78-4208-8b1d-8e6b7e860ece\"}\n[2026-05-07 14:04:12] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"meeting-bot:schedule-bot\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"da1d4c14-cb37-4041-a487-e732b699396d\",\"trace_id\":\"fe3b693a-1f78-4208-8b1d-8e6b7e860ece\"}\n[2026-05-07 14:04:25] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"dialers:monitor-activities\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"10cbb636-6d90-42c7-a4bd-d73b66d3879b\",\"trace_id\":\"4955a1ff-a451-4425-9e6b-559cae330007\"}\n[2026-05-07 14:04:25] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"dialers:monitor-activities\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"10cbb636-6d90-42c7-a4bd-d73b66d3879b\",\"trace_id\":\"4955a1ff-a451-4425-9e6b-559cae330007\"}\n[2026-05-07 14:04:30] local.NOTICE: Monitoring start {\"correlation_id\":\"ec3d9484-582e-4401-b652-5a8ddf7937b4\",\"trace_id\":\"1b0f023d-8eda-4085-b752-af09355a1348\"}\n[2026-05-07 14:04:30] local.NOTICE: Monitoring end {\"correlation_id\":\"ec3d9484-582e-4401-b652-5a8ddf7937b4\",\"trace_id\":\"1b0f023d-8eda-4085-b752-af09355a1348\"}\n[2026-05-07 14:04:36] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"88187742-0619-41e6-b5e1-76bac0713491\",\"trace_id\":\"6da5fa6d-1cf1-46ae-9100-6f748ef77bea\"}\n[2026-05-07 14:04:36] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"88187742-0619-41e6-b5e1-76bac0713491\",\"trace_id\":\"6da5fa6d-1cf1-46ae-9100-6f748ef77bea\"}\n[2026-05-07 14:04:43] local.INFO: [SocialAccountService] Fetching token {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:43] local.INFO: [SocialAccountService] Token retrieved {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:43] local.INFO: [EncryptedTokenManager] Generating access token. {\"mode\":\"legacy\"} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:43] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {\"crm_provider\":\"hubspot\",\"crm_owner\":148,\"team_id\":2} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:44] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.58,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:44] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:44] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.28,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: [EmailSchedule] STARTING batch process {\"host\":\"docker_lamp_1\"} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: [EmailSchedule] FINISHED batch process {\"host\":\"docker_lamp_1\",\"processed\":0} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.22,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.26,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.25,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:46] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.25,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:46] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.25,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:46] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:50] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}\n[2026-05-07 14:04:50] local.INFO: Running conference:monitor:count command for activities in (2026-05-07 14:02:00, 2026-05-07 14:04:00] {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}\n[2026-05-07 14:04:50] local.INFO: [conference:monitor:count] No activities found in (2026-05-07 14:02:00, 2026-05-07 14:04:00] {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}\n[2026-05-07 14:04:50] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Fetching token {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Token retrieved {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [EncryptedTokenManager] Generating access token. {\"mode\":\"legacy\"} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {\"crm_provider\":\"hubspot\",\"crm_owner\":148,\"team_id\":2} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.4,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:09] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.28,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:10] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.31,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:10] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:10] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.3,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:11] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.26,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:11] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.47,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:11] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.31,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:12] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.34,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:12] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.36,\"average_seconds_per_request\":0} {\"correlation_id\":\"e2640872-9ee0-41f9-aa2d-6b6584dd824f\",\"trace_id\":\"ce9fcbd2-56c8-4d96-af05-d9057ab53920\"}\n[2026-05-07 14:04:12] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"meeting-bot:schedule-bot\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"da1d4c14-cb37-4041-a487-e732b699396d\",\"trace_id\":\"fe3b693a-1f78-4208-8b1d-8e6b7e860ece\"}\n[2026-05-07 14:04:12] local.INFO: [ScheduleBotCommand] Number of activities to be captured: 0 {\"correlation_id\":\"da1d4c14-cb37-4041-a487-e732b699396d\",\"trace_id\":\"fe3b693a-1f78-4208-8b1d-8e6b7e860ece\"}\n[2026-05-07 14:04:12] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"meeting-bot:schedule-bot\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"da1d4c14-cb37-4041-a487-e732b699396d\",\"trace_id\":\"fe3b693a-1f78-4208-8b1d-8e6b7e860ece\"}\n[2026-05-07 14:04:25] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"dialers:monitor-activities\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"10cbb636-6d90-42c7-a4bd-d73b66d3879b\",\"trace_id\":\"4955a1ff-a451-4425-9e6b-559cae330007\"}\n[2026-05-07 14:04:25] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"dialers:monitor-activities\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"10cbb636-6d90-42c7-a4bd-d73b66d3879b\",\"trace_id\":\"4955a1ff-a451-4425-9e6b-559cae330007\"}\n[2026-05-07 14:04:30] local.NOTICE: Monitoring start {\"correlation_id\":\"ec3d9484-582e-4401-b652-5a8ddf7937b4\",\"trace_id\":\"1b0f023d-8eda-4085-b752-af09355a1348\"}\n[2026-05-07 14:04:30] local.NOTICE: Monitoring end {\"correlation_id\":\"ec3d9484-582e-4401-b652-5a8ddf7937b4\",\"trace_id\":\"1b0f023d-8eda-4085-b752-af09355a1348\"}\n[2026-05-07 14:04:36] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"88187742-0619-41e6-b5e1-76bac0713491\",\"trace_id\":\"6da5fa6d-1cf1-46ae-9100-6f748ef77bea\"}\n[2026-05-07 14:04:36] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:skip-lists:refresh\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"88187742-0619-41e6-b5e1-76bac0713491\",\"trace_id\":\"6da5fa6d-1cf1-46ae-9100-6f748ef77bea\"}\n[2026-05-07 14:04:43] local.INFO: [SocialAccountService] Fetching token {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:43] local.INFO: [SocialAccountService] Token retrieved {\"socialAccountId\":1499,\"provider\":\"hubspot\"} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:43] local.INFO: [EncryptedTokenManager] Generating access token. {\"mode\":\"legacy\"} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:43] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {\"crm_provider\":\"hubspot\",\"crm_owner\":148,\"team_id\":2} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:44] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.58,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:44] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:44] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.28,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: [EmailSchedule] STARTING batch process {\"host\":\"docker_lamp_1\"} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: [EmailSchedule] FINISHED batch process {\"host\":\"docker_lamp_1\",\"processed\":0} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"mailbox:batch:process\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"93d44500-7c4c-4b96-8312-2765404abf37\",\"trace_id\":\"c9c32303-a6cc-41b8-a5dd-b4b1babd55de\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.22,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.26,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.25,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:45] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:46] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.25,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:46] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.25,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:46] local.INFO: [Hubspot] Pagination completed {\"team_id\":2,\"endpoint\":\"https://api.hubapi.com/crm/v3/objects/contact/search\",\"total_requests\":0,\"total_records_fetched\":0,\"total_elapsed_seconds\":0.27,\"average_seconds_per_request\":0} {\"correlation_id\":\"37a60ea1-eca3-48fc-a450-c92ce0b9c3c5\",\"trace_id\":\"0e6c2695-e5c3-43f7-b3a6-de62e4d517c1\"}\n[2026-05-07 14:04:50] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage before starting command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryPeakBeforeCommandInMb\":99.727} {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}\n[2026-05-07 14:04:50] local.INFO: Running conference:monitor:count command for activities in (2026-05-07 14:02:00, 2026-05-07 14:04:00] {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}\n[2026-05-07 14:04:50] local.INFO: [conference:monitor:count] No activities found in (2026-05-07 14:02:00, 2026-05-07 14:04:00] {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}\n[2026-05-07 14:04:50] local.INFO: Jiminny\\Console\\Commands\\Command::run Memory usage for command {\"command\":\"conference:monitor:count\",\"memoryBeforeCommandInMb\":62.0,\"memoryAfterCommandInMB\":62.0,\"memoryPeakBeforeCommandInMb\":99.727,\"memoryPeakAfterCommandInMB\":99.727} {\"correlation_id\":\"db987893-80a9-418c-b5ee-1f234956cc7a\",\"trace_id\":\"b1298630-53b9-4e18-8744-ba39b42e9b53\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"49","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n return null;\n\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Fetching token {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [SocialAccountService] Token retrieved {"socialAccountId":1499,"provider":"hubspot"} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [EncryptedTokenManager] Generating access token. {"mode":"legacy"} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [CrmOwnerResolver] Integration owner matched as CRM Owner {"crm_provider":"hubspot","crm_owner":148,"team_id":2} {"correlation_id":"e2640872-9ee0-41f9-aa2d-6b6584dd824f","trace_id":"ce9fcbd2-56c8-4d96-af05-d9057ab53920"}
[2026-05-07 14:04:09] local.INFO: [Hubspot] Pagination completed {"team_id":2,"endpoint":"[URL_WITH_CREDENTIALS] CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provi...
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Claude finished the response
You said: review the diff and give me your thoughts
You said: review the diff and give me your thoughts
1778244576295_CleanShot 2026-05-08 at [EMAIL]
review the diff and give me your thoughts
15:49
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Claude responded: A few observations from the diff:
Claude responded: A few observations from the diff:
Scrutinized refactoring trade-offs and flagged behavioral concerns
Scrutinized refactoring trade-offs and flagged behavioral concerns
A few observations from the diff:
The big one —
shouldSkipActivity
is gone entirely.
The old code had logic that, for non-deleted entities, checked
self::shouldSkipActivity($entityModel)
and if true, added the entity to
$documentsToDelete
(to evict any stale ES record) and skipped indexing. The new code has no equivalent. If skip-list activity types still exist anywhere in the system, two regressions are possible: (1) they'll now get indexed when they shouldn't, and (2) any historical ES records for them won't be cleaned up. Worth confirming the skip logic moved upstream — maybe into the query builder or an observer — and isn't just dropped on the floor. If it really is intentionally removed, the PR description should call that out loudly because it's a behavioral change, not a refactor.
chunkByIdDesc(...)
→
cursor()
is a meaningful change, not a cosmetic one.
You lose the DESC ordering. If anything downstream assumed newest-first processing (priority for recent changes, deduplication where the latest write wins, etc.), that contract is now broken silently.
chunkByIdDesc
re-queries per chunk with a
WHERE id < lastId
cursor — it's resilient to the table being mutated during iteration, and each chunk releases its connection.
cursor()
holds a single unbuffered result set open for the entire iteration. On a large table, with Sentry calls and ES writes in the loop, that connection can stay open for a long time. Depending on MySQL/Postgres settings and the connection pool, that's worth a thought.
Memory-wise
cursor()
is technically lighter (one row at a time vs. RDS_CHUNK_SIZE rows), so if memory was the motivation, that tracks — but the trade-offs above should be weighed.
whereNotNull('deleted_at')
→
isDeleted()
— these are not necessarily equivalent.
isDeleted()
is a model method and could include extra conditions (status flag, tombstone, etc.), or it could be exactly equivalent. If the model uses Laravel's SoftDeletes trait, the original query needed
withTrashed()
to even return soft-deleted rows; verify that's still the case here, otherwise the deleted branch will literally never execute and the cleanup comment becomes a lie.
Smaller stuff:
\Throwable
became
Throwable
— make sure
use Throwable;
was added at the top of the file, otherwise it'll fatal on the catch.
The block comment now lives inside the
if (isDeleted)
branch, which reads fine and is genuinely better documentation than the old code had. Nice touch.
The
try/catch
only wraps the update path, same as before — consistent, not a regression.
Collapsing two
foreach
passes into one with an if/else is a clear readability win.
Net:
the structural refactor is good, but I'd block-and-ask on two things before approving — where did
shouldSkipActivity
go, and was the DESC ordering actually unimportant? Both deserve an explicit answer in the PR description.
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You said: shouldSkipActivity is handled on different place.
You said: shouldSkipActivity is handled on different place.
shouldSkipActivity is handled on different place. What do you think about these comments A. The "Infinite Accumulation" Memory Leak
The primary goal of this refactor was memory optimization, but the implementation defeats its own purpose.
The Issue: The code iterates over the database cursor and manually unsets
$entityModel
to free memory. However, it simultaneously instantiates new
Document
objects and adds them to
$documentsToUpdate
(and IDs to
$documentsToDelete
).
The Bottleneck: These collections are not flushed or processed within the loop; they are accumulated and returned at the end of the method. If this script processes 500,000 records,
$documentsToUpdate
will hold 500,000 ElasticSearch
Document
objects in RAM at once, inevitably leading to an Out Of Memory (OOM) fatal error.
B. Laravel
cursor()
and N+1 Query Problems
Replacing
chunkByIdDesc()
with
cursor()
introduces a severe database performance risk.
The Issue: Laravel's
cursor()
executes a single query and uses a PHP generator to yield results one by one via a PDO cursor. Because it does not process models in batches,...
|
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On a large table, with Sentry calls and ES writes in the loop, that connection can stay open for a long time. 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Because it does not process models in batches,","depth":26,"on_screen":false,"role_description":"text"}]...
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Claude finished the response
You said: review the diff and give me your thoughts
You said: review the diff and give me your thoughts
1778244576295_CleanShot 2026-05-08 at [EMAIL]
review the diff and give me your thoughts
15:49
Retry
Edit
Copy
Claude responded: A few observations from the diff:
Claude responded: A few observations from the diff:
Scrutinized refactoring trade-offs and flagged behavioral concerns
Scrutinized refactoring trade-offs and flagged behavioral concerns
A few observations from the diff:
The big one —
shouldSkipActivity
is gone entirely.
The old code had logic that, for non-deleted entities, checked
self::shouldSkipActivity($entityModel)
and if true, added the entity to
$documentsToDelete
(to evict any stale ES record) and skipped indexing. The new code has no equivalent. If skip-list activity types still exist anywhere in the system, two regressions are possible: (1) they'll now get indexed when they shouldn't, and (2) any historical ES records for them won't be cleaned up. Worth confirming the skip logic moved upstream — maybe into the query builder or an observer — and isn't just dropped on the floor. If it really is intentionally removed, the PR description should call that out loudly because it's a behavioral change, not a refactor.
chunkByIdDesc(...)
→
cursor()
is a meaningful change, not a cosmetic one.
You lose the DESC ordering. If anything downstream assumed newest-first processing (priority for recent changes, deduplication where the latest write wins, etc.), that contract is now broken silently.
chunkByIdDesc
re-queries per chunk with a
WHERE id < lastId
cursor — it's resilient to the table being mutated during iteration, and each chunk releases its connection.
cursor()
holds a single unbuffered result set open for the entire iteration. On a large table, with Sentry calls and ES writes in the loop, that connection can stay open for a long time. Depending on MySQL/Postgres settings and the connection pool, that's worth a thought.
Memory-wise
cursor()
is technically lighter (one row at a time vs. RDS_CHUNK_SIZE rows), so if memory was the motivation, that tracks — but the trade-offs above should be weighed.
whereNotNull('deleted_at')
→
isDeleted()
— these are not necessarily equivalent.
isDeleted()
is a model method and could include extra conditions (status flag, tombstone, etc.), or it could be exactly equivalent. If the model uses Laravel's SoftDeletes trait, the original query needed
withTrashed()
to even return soft-deleted rows; verify that's still the case here, otherwise the deleted branch will literally never execute and the cleanup comment becomes a lie.
Smaller stuff:
\Throwable
became
Throwable
— make sure
use Throwable;
was added at the top of the file, otherwise it'll fatal on the catch.
The block comment now lives inside the
if (isDeleted)
branch, which reads fine and is genuinely better documentation than the old code had. Nice touch.
The
try/catch
only wraps the update path, same as before — consistent, not a regression.
Collapsing two
foreach
passes into one with an if/else is a clear readability win.
Net:
the structural refactor is good, but I'd block-and-ask on two things before approving — where did
shouldSkipActivity
go, and was the DESC ordering actually unimportant? Both deserve an explicit answer in the PR description.
Copy
Give positive feedback
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Retry
You said: shouldSkipActivity is handled on different place.
You said: shouldSkipActivity is handled on different place.
shouldSkipActivity is handled on different place. What do you think about these comments A. The "Infinite Accumulation" Memory Leak
The primary goal of this refactor was memory optimization, but the implementation defeats its own purpose.
The Issue: The code iterates over the database cursor and manually unsets
$entityModel
to free memory. However, it simultaneously instantiates new
Document
objects and adds them to
$documentsToUpdate
(and IDs to
$documentsToDelete
).
The Bottleneck: These collections are not flushed or processed within the loop; they are accumulated and returned at the end of the method. If this script processes 500,000 records,
$documentsToUpdate
will hold 500,000 ElasticSearch
Document
objects in RAM at once, inevitably leading to an Out Of Memory (OOM) fatal error.
B. Laravel
cursor()
and N+1 Query Problems
Replacing
chunkByIdDesc()
with
cursor()
introduces a severe database performance risk.
The Issue: Laravel's
cursor()
executes a single query and uses a PHP generator to yield results one by one via a PDO cursor. Because it does not process models in batches,...
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JY-20725 add HS rate limit handling on activities JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app — Work...
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github.com/jiminny/app/pull/12066
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS]
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LakyLak commented 3 hours ago
LakyLak
LakyLak
commented
3 hours ago
3 hours ago
JIRA: JY-20725
JIRA:
JY-20725
JY-20725
Changes:
Changes:
Adds
HandleHubspotRateLimit
middleware (release jobs with delay)
Adds
executeRequest
wrapper in Hubspot Client. It handles 429 errors and throws
RateLimitException
Add or remove reactions
LakyLak
LakyLak
added
2
commits
4 hours ago
4 hours ago
@LakyLak
JY-20725
JY-20725
add HS rate limit handling on activities rematching
add HS rate limit handling on activities rematching
8 / 10 checks OK
44d5678
44d5678
@LakyLak
JY-20725
JY-20725
add tests
add tests
11 / 12 checks OK
cbed2c9
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@sonarqubecloud
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sonarqubecloud Bot commented 3 hours ago
sonarqubecloud
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commented...
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
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[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST [URL_WITH_CREDENTIALS]
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LakyLak commented 3 hours ago
LakyLak
LakyLak
commented
3 hours ago
3 hours ago
JIRA: JY-20725
JIRA:
JY-20725
JY-20725
Changes:
Changes:
Adds
HandleHubspotRateLimit
middleware (release jobs with delay)
Adds
executeRequest
wrapper in Hubspot Client. It handles 429 errors and throws
RateLimitException
Add or remove reactions
LakyLak
LakyLak
added
2
commits
4 hours ago
4 hours ago
@LakyLak
JY-20725
JY-20725
add HS rate limit handling on activities rematching
add HS rate limit handling on activities rematching
8 / 10 checks OK
44d5678
44d5678
@LakyLak
JY-20725
JY-20725
add tests
add tests
11 / 12 checks OK
cbed2c9
cbed2c9
@sonarqubecloud
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sonarqubecloud Bot commented 3 hours ago
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Jy 20820 es reindex stream model hydration by Vasil-Jiminny · Pull Request #12059 · jiminny/app
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[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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[JY-20773] User Pilot not receiving events on report generated - Jira
[JY-20773] User Pilot not receiving events on report generated - Jira
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
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Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
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[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
[JY-20725] [HubSpot] Optimise CRM rematching on delete hubspot accounts/contacts - Jira
JY-20725 add HS rate limit handling on activities rematching by LakyLak · Pull Request #12066 · jiminny/app
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[JY-20773] User Pilot not receiving events on report generated - Jira
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JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
JY-20773 fix user pilot tracking ofr automated report generated by LakyLak · Pull Request #12024 · jiminny/app
[JY-20776] Automated report - sentry - Jira
[JY-20776] Automated report - sentry - Jira
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Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 3 Q2 - Platform Team - Scrum Board - Jira
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
JY-20625 | JY-20742 | MCP POC by yalokin-jiminny · Pull Request #12036 · jiminny/app
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it...
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Claude finished the response
You said: So just a solution for rate limit implementation.
You said: So just a solution for rate limit implementation.
So just a solution for rate limit implementation. The situation currently is that there are some daily and secondary limits for HubSpot. I would like to make sure I never reach a 429 error rate limit. The requests can come from any flow. It can be:
updating activity (engagement, meeting, call, note)
searching for a company or contact
updating deal
patching IDs
Review what the limit is at the moment in the HubSpot documentation and then think of the solution:
where to store it
how to read it
iTerm2ShellEditViewSessionScriptsProfilesWindowHelplabl• Lukas/Stefka 121 • in 1h 3 m100% [8Thu 7 May 16:27:34DEV (docker)APP (-zsh)*3181DOCKERO ₴1DEV (docker)182worker-crm-sync:worker-crm-sync_00: startedworker-crm-update:worker-crm-update_00: startedworker-download:worker-download_00: startedworker-emails:worker-emails_00: startedworker-es-update:worker-es-update_00: startedworker-nudges:worker-nudges_00: startedroot@docker_lamp_1:/home/jiminny# php artisan jiminny:debugMatching contact 0Matching contact 1Matching contact 2Matching contactMatching contact4MatchingcontactMatchingcontact 6Matching contact 7Matching contact 8Matching contact 9root@docker_lamp_1:/home/jiminny# php artisan jiminny:debugMatching contact 0Jiminny Exceptions\RateLimitException$I-zsh• 84|screenpipe*-zsh₴6DEVhhlHubspot returned 429at app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php:206202'retry_after'=>SretryAfter,203"reason'204= Se->getMessage(),205→ 206throw new RateLimitException('Hubspot returned 429', SretryAfter, $e);207208} else 1throw $e;209}210}+14 vendor frames15app/Services/Crm/Hubspot/Pagination/HubspotPaginationService.php:166SevenShores\Hubspot\Http\Client::request("POST", "[URL_WITH_CREDENTIALS] 0...
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(172) World War II Every Day with Army Sizes - You (172) World War II Every Day with Army Sizes - YouTube — Personal...
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www.youtube.com/watch?v=1CqGeAmVu1I
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TypeError: League|Flysystem|Fileca CloudWatch | us TypeError: League|Flysystem|Fileca CloudWatch | us-east-2• Jy 20820 es reindex stream moc(UY-20725) [HubSpot) Optimise CFJY-20725 add HS rate limit handlitPipelines - jiminny/apPull requests • jiminny/appWJY-207731 User Pilot not receivini@JY-20773 fix user pilot tracking ofrJY-207761 Automated report - sePlatform Sprint 3 Q2 - Platform Te:JY-20625 | JY-20742 | MСР РОС Ь— Data Exoloren* (JY-20776] Automated report - ser8 Jiminnv() JY-20725 add HS rate limit har X83 OpenJY-20725 add HS rate limit handling on activities rematchina #12066LakyLak wants to merge 4 commits into master from JY-20725-handle-HS-search-rate-Limit O 0/12 viewedsubmit review• Filter files...~ E app~ E ExceptionsRateLimitException.php~ $ Jobs• # Crm# MatchActivityCrmData.ohn~ & MiddlewareHandleHubspotRateLimit.php• E Services/Crm/Hubspot~ & PaginationE HubspotPaginationService.p…..( PaginationState.ohn# Client.phpHubspotClientinterface.phpv — tests/Unit~ 5 ExceptionsRateLimitExceptionTest.phpv = lohs~ # CrmE MatchActivityCrmDataTest.p...v M MiddlewareHandleHubspotRateLimitTes…v E Services/Crm/Hubspot~ & PaginationE HubspotPaginationServiceTe….ClientTest.ohd...Hubspot/Pagination/HubspotPaginationService.php dSresponse = $client->getInstance()->getClient()->request('POST', $endpoint, l'json'=> Spayload]):+11 -10 0022Viewed165return sclient->search(sobjectlype,$payload);recurn sresponse->coarray,catch (\Excention Se) {1741661T Isclient">isUnauthorizedException(se)) {} catch (\Exception se) {iT scLlent->isUnauthorizedException(se)) {sthis→>loager->warning('[Hubspot) Got 401 during pagination,swarning('[Hubspot] Got 401 during pagination,acrempuino token reтresh ,arremptind token rerresh,C -174,13 +174,13 @ private function executeSearchRequest(Client $client, string $endpoint, array $psstate->updateLastTokenCheck();sstate->updateLastlokencheckl);175tryfSresnonse = Sclient->getInstance()->getClient()->request('POST',Sendpoint, l'json" => Spayload]);try(177Sresult = Sclient->search(sobectlype, spayload);1781791sthis->logger->info(' [Hubspot) Token refresh and retrysuccessful'.sthis->logger->inTo( [hubspot) loken rerresh and reurysuccessful'.'team_id' => sclient-'team_id' = sclient-›aetConfia(->aetTeam@)->aetIdo.D);›aetConfia()->aetTeamo->aet1do).183return Sresponse->toArray();catch (\Exceotion183 +return Sresult;catch (\ExceotionSretryException) (Sretryexcept1on) 1Sthis->loager-›error(' [Hubspot) Retry request failed aftertoken refresh'.Sthis->loager-›error('[Hubspot) Retry request failed after'team_id' => sclient-'team_id' = sclient-saetConfia@->aetTeam@->aetIdo.l>getConfig()->getTeam()->getId(),@ -190,9 +190,10 @@ private function executeSearchRequest(Client $client, string Sendpoint, array $pthrow SretryException;throw SretryException;} else {throw S[URL_WITH_CREDENTIALS] pred 4 rokmiDefinitely shows how WWll was much much more of a Soviet-German thing in Europe than it really was an American thing.38 tis.Vyskúsajte rodinnú tarifuPozerajte YouTube bez reklám a offline s odberom YouTubePremium. Az sest úctov v jednej domácnosti.сСошNie, dakujem@Zeitgeist-ip1eu pred 3 rokmil• lue 1z May 12.20:0.+ VytvoritPlay for freesponzorovane • vam-ultra.grarcade.comLade Die App HerunterUber UnsIhre AnsprechpersonenNavstivte webPre vásNodaund nahrandTHE GREATEST AGE OFEMPIRES II FINAL EVER | Red ..603 tis. zhliadROMAN RANKSWhat It Was Like to Be EveryRoman Legion Rank01 tis zhliadnuti • nred 12 dñamiHITI ER'S NIGHTMARFZhukov's Tod 3 LegendaryTactical Moves (No Al)A German Maior Questions Ata wi fan Damien Rice & Earl Harvin - FullShow - Michelberger Lobby - ...$ 1:13:533.4 mil. zhliadnuti • pred 11 rokmiSarah Paine: America's AlliesAre Quietlv Prevarina for the ..Thie le Tho WorldCould Serbia Join the EU?...
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TypeError: League|Flysystem|Fileca CloudWatch | us TypeError: League|Flysystem|Fileca CloudWatch | us-east-2• Jy 20820 es reindex stream moc(UY-20725) [HubSpot) Optimise CFJY-20725 add HS rate limit handlitPipelines - jiminny/apPull requests • jiminny/appWJY-207731 User Pilot not receivini@JY-20773 fix user pilot tracking ofrJY-207761 Automated report - sePlatform Sprint 3 Q2 - Platform Te:JY-20625 | JY-20742 | MСР РОС Ь— Data Exoloren* (JY-20776] Automated report - ser8 Jiminnv() JY-20725 add HS rate limit har X83 OpenJY-20725 add HS rate limit handling on activities rematchina #12066LakyLak wants to merge 4 commits into master from JY-20725-handle-HS-search-rate-Limit O 0/12 viewedsubmit review• Filter files...~ E app~ E ExceptionsRateLimitException.php~ $ Jobs• # Crm# MatchActivityCrmData.ohn~ & MiddlewareHandleHubspotRateLimit.php• E Services/Crm/Hubspot~ & PaginationE HubspotPaginationService.p…..( PaginationState.ohn# Client.phpHubspotClientinterface.phpv — tests/Unit~ 5 ExceptionsRateLimitExceptionTest.phpv = lohs~ # CrmE MatchActivityCrmDataTest.p...v M MiddlewareHandleHubspotRateLimitTes…v E Services/Crm/Hubspot~ & PaginationE HubspotPaginationServiceTe….ClientTest.ohd...Hubspot/Pagination/HubspotPaginationService.php dSresponse = $client->getInstance()->getClient()->request('POST', $endpoint, l'json'=> Spayload]):+11 -10 0022Viewed165return sclient->search(sobjectlype,$payload);recurn sresponse->coarray,catch (\Excention Se) {1741661T Isclient">isUnauthorizedException(se)) {} catch (\Exception se) {iT scLlent->isUnauthorizedException(se)) {sthis→>loager->warning('[Hubspot) Got 401 during pagination,swarning('[Hubspot] Got 401 during pagination,acrempuino token reтresh ,arremptind token rerresh,C -174,13 +174,13 @ private function executeSearchRequest(Client $client, string $endpoint, array $psstate->updateLastTokenCheck();sstate->updateLastlokencheckl);175tryfSresnonse = Sclient->getInstance()->getClient()->request('POST',Sendpoint, l'json" => Spayload]);try(177Sresult = Sclient->search(sobectlype, spayload);1781791sthis->logger->info(' [Hubspot) Token refresh and retrysuccessful'.sthis->logger->inTo( [hubspot) loken rerresh and reurysuccessful'.'team_id' => sclient-'team_id' = sclient-›aetConfia(->aetTeam@)->aetIdo.D);›aetConfia()->aetTeamo->aet1do).183return Sresponse->toArray();catch (\Exceotion183 +return Sresult;catch (\ExceotionSretryException) (Sretryexcept1on) 1Sthis->loager-›error(' [Hubspot) Retry request failed aftertoken refresh'.Sthis->loager-›error('[Hubspot) Retry request failed after'team_id' => sclient-'team_id' = sclient-saetConfia@->aetTeam@->aetIdo.l>getConfig()->getTeam()->getId(),@ -190,9 +190,10 @@ private function executeSearchRequest(Client $client, string Sendpoint, array $pthrow SretryException;throw SretryException;} else {throw S[URL_WITH_CREDENTIALS] pred 4 rokmiDefinitely shows how WWll was much much more of a Soviet-German thing in Europe than it really was an American thing.38 tis.Vyskúsajte rodinnú tarifuPozerajte YouTube bez reklám a offline s odberom YouTubePremium. Az sest úctov v jednej domácnosti.сСошNie, dakujem@Zeitgeist-ip1eu pred 3 rokmil• lue 1z May 12.20:0.+ VytvoritPlay for freesponzorovane • vam-ultra.grarcade.comLade Die App HerunterUber UnsIhre AnsprechpersonenNavstivte webPre vásNodaund nahrandTHE GREATEST AGE OFEMPIRES II FINAL EVER | Red ..603 tis. zhliadROMAN RANKSWhat It Was Like to Be EveryRoman Legion Rank01 tis zhliadnuti • nred 12 dñamiHITI ER'S NIGHTMARFZhukov's Tod 3 LegendaryTactical Moves (No Al)A German Maior Questions Ata wi fan Damien Rice & Earl Harvin - FullShow - Michelberger Lobby - ...$ 1:13:533.4 mil. zhliadnuti • pred 11 rokmiSarah Paine: America's AlliesAre Quietlv Prevarina for the ..Thie le Tho WorldCould Serbia Join the EU?...
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2026-05-08T08:13:48.818645+00:00
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Last login: Thu May 7 09:45:09 on ttys010
Poetry Last login: Thu May 7 09:45:09 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 667416
drwxr-xr-x 11 lukas staff 352 7 May 13:40 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 336154624 7 May 13:40 db.sqlite
-rw-r--r-- 1 lukas staff 65536 7 May 10:42 db.sqlite-shm
-rw-r--r-- 1 lukas staff 4408432 7 May 13:40 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 159469 7 May 13:40 screenpipe.2026-05-07.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
449M /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
1.3G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
322M /Users/lukas/.screenpipe/data
987M /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
452K /Users/lukas/.screenpipe/db.sqlite-wal
24K /Users/lukas/.screenpipe/pipes
28K /Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log
580K /Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
4.0K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 2178968
drwxr-xr-x 12 lukas staff 384 8 May 10:49 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite
-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm
-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log
-rw-r--r-- 1 lukas staff 81437 8 May 11:12 screenpipe.2026-05-08.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ screenpipe_sync.sh 2026-05-07
zsh: command not found: screenpipe_sync.sh
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-08 11:13:29] ========================================
[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07
[2026-05-08 11:13:29] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (1.0G)
[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $
DOCKER
Close Tab
DEV (-zsh)
Close Tab
APP (-zsh)
Close Tab
-zsh
Close Tab
screenpipe"
Close Tab
-zsh
Close Tab
⌥⌘1
-zsh...
|
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May 09:23 sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n449M\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n1.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n322M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n987M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n452K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log\n580K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log\n 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command not found: screenpipe_sync.sh\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07\n[2026-05-08 11:13:29] ========================================\n[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07\n[2026-05-08 11:13:29] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (1.0G)\n[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $","depth":4,"bounds":{"left":0.27027926,"top":0.8475658,"width":0.4800532,"height":0.15243417},"on_screen":true,"value":"Last login: Thu May 7 09:45:09 on ttys010\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll\ntotal 667416\ndrwxr-xr-x 11 lukas staff 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du -sh ~/.screenpipe/*\n322M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n987M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n452K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log\n580K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll \ntotal 2178968\ndrwxr-xr-x 12 lukas staff 384 8 May 10:49 .\ndrwx------+ 93 lukas staff 2976 7 May 13:40 ..\ndrwxr-xr-x 18 lukas staff 576 6 May 20:31 data\n-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite\n-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm\n-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 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Last login: Thu May 7 09:45:09 on ttys010
Poetry Last login: Thu May 7 09:45:09 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 667416
drwxr-xr-x 11 lukas staff 352 7 May 13:40 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 336154624 7 May 13:40 db.sqlite
-rw-r--r-- 1 lukas staff 65536 7 May 10:42 db.sqlite-shm
-rw-r--r-- 1 lukas staff 4408432 7 May 13:40 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 159469 7 May 13:40 screenpipe.2026-05-07.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
449M /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
1.3G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
322M /Users/lukas/.screenpipe/data
987M /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
452K /Users/lukas/.screenpipe/db.sqlite-wal
24K /Users/lukas/.screenpipe/pipes
28K /Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log
580K /Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
4.0K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 2178968
drwxr-xr-x 12 lukas staff 384 8 May 10:49 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite
-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm
-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log
-rw-r--r-- 1 lukas staff 81437 8 May 11:12 screenpipe.2026-05-08.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ screenpipe_sync.sh 2026-05-07
zsh: command not found: screenpipe_sync.sh
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-08 11:13:29] ========================================
[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07
[2026-05-08 11:13:29] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (1.0G)
[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $
DOCKER
Close Tab
DEV (-zsh)
Close Tab
APP (-zsh)
Close Tab
-zsh
Close Tab
screenpipe"
Close Tab
-zsh
Close Tab
⌥⌘1
-zsh...
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7077
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8
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2026-05-08T08:13:48.952707+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778228028952_m1.jpg...
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iTerm2
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Last login: Thu May 7 09:45:09 on ttys010
Poetry Last login: Thu May 7 09:45:09 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 667416
drwxr-xr-x 11 lukas staff 352 7 May 13:40 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 336154624 7 May 13:40 db.sqlite
-rw-r--r-- 1 lukas staff 65536 7 May 10:42 db.sqlite-shm
-rw-r--r-- 1 lukas staff 4408432 7 May 13:40 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 159469 7 May 13:40 screenpipe.2026-05-07.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
449M /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
1.3G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
322M /Users/lukas/.screenpipe/data
987M /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
452K /Users/lukas/.screenpipe/db.sqlite-wal
24K /Users/lukas/.screenpipe/pipes
28K /Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log
580K /Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
4.0K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 2178968
drwxr-xr-x 12 lukas staff 384 8 May 10:49 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite
-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm
-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log
-rw-r--r-- 1 lukas staff 81437 8 May 11:12 screenpipe.2026-05-08.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ screenpipe_sync.sh 2026-05-07
zsh: command not found: screenpipe_sync.sh
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-08 11:13:29] ========================================
[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07
[2026-05-08 11:13:29] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (1.0G)
[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $
DOCKER
Close Tab
DEV (-zsh)
Close Tab
APP (-zsh)
Close Tab
-zsh
Close Tab
screenpipe"
Close Tab
-zsh
Close Tab
⌥⌘1
-zsh...
|
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May 09:23 sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n449M\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n1.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n322M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n987M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n452K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log\n580K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll \ntotal 2178968\ndrwxr-xr-x 12 lukas staff 384 8 May 10:49 .\ndrwx------+ 93 lukas staff 2976 7 May 13:40 ..\ndrwxr-xr-x 18 lukas staff 576 6 May 20:31 data\n-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite\n-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm\n-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 db.sqlite-wal\ndrwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes\n-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log\n-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log\n-rw-r--r-- 1 lukas staff 81437 8 May 11:12 screenpipe.2026-05-08.0.log\n-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh\n-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ screenpipe_sync.sh 2026-05-07\nzsh: command not found: screenpipe_sync.sh\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07\n[2026-05-08 11:13:29] ========================================\n[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07\n[2026-05-08 11:13:29] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (1.0G)\n[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $","depth":4,"on_screen":true,"value":"Last login: Thu May 7 09:45:09 on ttys010\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\n\nPoetry could not find a pyproject.toml file in /Users/lukas or its parents\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe \nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll\ntotal 667416\ndrwxr-xr-x 11 lukas staff 352 7 May 13:40 .\ndrwx------+ 93 lukas staff 2976 7 May 13:40 ..\ndrwxr-xr-x 18 lukas staff 576 6 May 20:31 data\n-rw-r--r-- 1 lukas staff 336154624 7 May 13:40 db.sqlite\n-rw-r--r-- 1 lukas staff 65536 7 May 10:42 db.sqlite-shm\n-rw-r--r-- 1 lukas staff 4408432 7 May 13:40 db.sqlite-wal\ndrwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes\n-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log\n-rw-r--r-- 1 lukas staff 159469 7 May 13:40 screenpipe.2026-05-07.0.log\n-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh\n-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe \n449M\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop\nscreenpipe stopped\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe\n1.3G\u0000\u0000\u0000\t/Users/lukas/.screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*\n322M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/data\n987M\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite\n 64K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-shm\n452K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/db.sqlite-wal\n 24K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/pipes\n 28K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log\n580K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log\n 16K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/screenpipe_sync.sh\n4.0K\u0000\u0000\u0000\t/Users/lukas/.screenpipe/sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll \ntotal 2178968\ndrwxr-xr-x 12 lukas staff 384 8 May 10:49 .\ndrwx------+ 93 lukas staff 2976 7 May 13:40 ..\ndrwxr-xr-x 18 lukas staff 576 6 May 20:31 data\n-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite\n-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm\n-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 db.sqlite-wal\ndrwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes\n-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log\n-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log\n-rw-r--r-- 1 lukas staff 81437 8 May 11:12 screenpipe.2026-05-08.0.log\n-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh\n-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ screenpipe_sync.sh 2026-05-07\nzsh: command not found: screenpipe_sync.sh\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07\n[2026-05-08 11:13:29] ========================================\n[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07\n[2026-05-08 11:13:29] ========================================\n\n[+00m00s] ▶ Preflight checks\n Source DB: OK (1.0G)\n[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe\nlukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $","is_focused":true},{"role":"AXRadioButton","text":"DOCKER","depth":2,"bounds":{"left":0.0,"top":0.05888889,"width":0.16458334,"height":0.026666667},"on_screen":true,"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close Tab","depth":3,"bounds":{"left":0.004166667,"top":0.06333333,"width":0.011111111,"height":0.017777778},"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXRadioButton","text":"DEV (-zsh)","depth":2,"bounds":{"left":0.16458334,"top":0.05888889,"width":0.16458334,"height":0.026666667},"on_screen":true,"role_description":"radio button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Close 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7990014811808112263
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click
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accessibility
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NULL
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Last login: Thu May 7 09:45:09 on ttys010
Poetry Last login: Thu May 7 09:45:09 on ttys010
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
Poetry could not find a pyproject.toml file in /Users/lukas or its parents
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ cd ~/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 667416
drwxr-xr-x 11 lukas staff 352 7 May 13:40 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 336154624 7 May 13:40 db.sqlite
-rw-r--r-- 1 lukas staff 65536 7 May 10:42 db.sqlite-shm
-rw-r--r-- 1 lukas staff 4408432 7 May 13:40 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 159469 7 May 13:40 screenpipe.2026-05-07.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
449M /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ sp-stop
screenpipe stopped
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe
1.3G /Users/lukas/.screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ du -sh ~/.screenpipe/*
322M /Users/lukas/.screenpipe/data
987M /Users/lukas/.screenpipe/db.sqlite
64K /Users/lukas/.screenpipe/db.sqlite-shm
452K /Users/lukas/.screenpipe/db.sqlite-wal
24K /Users/lukas/.screenpipe/pipes
28K /Users/lukas/.screenpipe/screenpipe.2026-05-06.0.log
580K /Users/lukas/.screenpipe/screenpipe.2026-05-07.0.log
16K /Users/lukas/.screenpipe/screenpipe_sync.sh
4.0K /Users/lukas/.screenpipe/sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ll
total 2178968
drwxr-xr-x 12 lukas staff 384 8 May 10:49 .
drwx------+ 93 lukas staff 2976 7 May 13:40 ..
drwxr-xr-x 18 lukas staff 576 6 May 20:31 data
-rw-r--r-- 1 lukas staff 1110622208 8 May 11:10 db.sqlite
-rw-r--r-- 1 lukas staff 32768 8 May 09:25 db.sqlite-shm
-rw-r--r-- 1 lukas staff 3254832 8 May 11:12 db.sqlite-wal
drwxr-xr-x 8 lukas staff 256 6 May 20:27 pipes
-rw-r--r-- 1 lukas staff 28408 6 May 21:02 screenpipe.2026-05-06.0.log
-rw-r--r-- 1 lukas staff 566164 7 May 21:50 screenpipe.2026-05-07.0.log
-rw-r--r-- 1 lukas staff 81437 8 May 11:12 screenpipe.2026-05-08.0.log
-rwxr-xr-x 1 lukas staff 14994 6 May 20:26 screenpipe_sync.sh
-rw-r--r-- 1 lukas staff 3167 7 May 09:23 sync.log
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ screenpipe_sync.sh 2026-05-07
zsh: command not found: screenpipe_sync.sh
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $ ~/.screenpipe/screenpipe_sync.sh 2026-05-07
[2026-05-08 11:13:29] ========================================
[2026-05-08 11:13:29] Screenpipe sync starting for: 2026-05-07
[2026-05-08 11:13:29] ========================================
[+00m00s] ▶ Preflight checks
Source DB: OK (1.0G)
[2026-05-08 11:13:29] ERROR: NAS not mounted at /Volumes/screenpipe
lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/.screenpipe $
DOCKER
Close Tab
DEV (-zsh)
Close Tab
APP (-zsh)
Close Tab
-zsh
Close Tab
screenpipe"
Close Tab
-zsh
Close Tab
⌥⌘1
-zsh...
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7075
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