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Claude Code
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ 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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
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Explorer (⇧⌘E)
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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SSH: nas
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
|
|
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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
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Explorer (⇧⌘E)
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
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TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
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Design new payment-logger and dsk-uploader hybrid app
Session history
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Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
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|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
remote SSH: nas
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
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Source Control (⌃⇧G)
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
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Explorer (⇧⌘E)
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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SSH: nas
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
paymen...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
|
|
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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write...
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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
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TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
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Design new payment-logger and dsk-uploader hybrid app
Session history
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Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Thinking
Thinking
Good plan. Let me ask the one thing I need before writing the final plan.
AskUserQuestion
OUT
User has answered your questions: "What should the new combined app be called? This will be the folder name under /volume2/docker/finance/ and the app branding."="finance-hub". You can now continue with the user's answers in mind.
Thinking
Thinking
Writing the final plan now.
Thinking
Thinking
Write
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
326 lines
# finance-hub — Implementation Plan
## Context
Two separate finance apps exist as references and will be retired:
- **payments-logger** (Node.js/React): Ingests Bulgarian bank SMS notifications, stores payments in PostgreSQL, provides a review/tag/notify UI.
- **dsk-uploader** (Python/Flask): Uploads DSK bank CSV exports, parses them, sends to Notion.
The new app **finance-hub** (`/volume2/docker/finance/finance-hub/`) replaces both with a single unified system: all transactions (SMS-ingested and CSV-uploaded) land in one PostgreSQL database and one React UI. Authentication is delegated entirely to Authentik (proxy mode via NPM — no custom JWT).
---
## Tech Stack
| Layer | Choice | Rationale |
|-------|--------|-----------|
| Backend | Node.js 20 + Express + Prisma 5 | Extends payments-logger; no Python needed |
| CSV parsing | `csv-parse` + `iconv-lite` | Handles Bulgarian cp1251 encoding, RFC4180 quoted fields |
| File upload | `multer` (memory storage) | Bank CSVs are small (<500 KB), no disk cleanup needed |
| Database | PostgreSQL 16 | Same as payments-logger |
| Frontend | React 18 + Vite + Tailwind CSS + Lucide React | Same as payments-logger |
| Auth | Authentik proxy via NPM headers | No custom JWT; removes users table entirely |
| Container | Docker Compose | Same pattern as both reference apps |
**Removed vs payments-logger:** `bcryptjs`, `jose`, `users` table, login form, JWT storage.
**Removed vs dsk-uploader:** Python/Flask, Pandas, Notion SDK, all Notion references.
**Added:** `csv-parse`, `iconv-lite`, `multer`, `source` + `currency` fields, `UploadPanel` component.
---
## Folder Structure
```
/volume2/docker/finance/finance-hub/
├── docker-compose.yml
├── .env
├── .env.example
├── .gitignore
├── backend/
│ ├── Dockerfile
│ ├── package.json
│ ├── prisma/
│ │ ├── schema.prisma
│ │ └── migrations/
│ │ ├── migration_lock.toml
│ │ └── 20260508_init/
│ │ └── migration.sql
│ └── src/
│ ├── index.js ← entry point (Authentik middleware wired here)
│ ├── auth.js ← Authentik header middleware (replaces JWT auth)
│ ├── parser.js ← SMS parser (copy verbatim from payments-logger)
│ ├── csvParser.js ← NEW: DSK CSV parser (port of Python dskuploader.py)
│ └── routes/
│ ├── payments.js ← existing routes + source/currency additions
│ └── upload.js ← NEW: POST /api/upload/csv
└── frontend/
├── Dockerfile
├── package.json
├── vite.config.js
├── tailwind.config.js
├── postcss.config.js
├── index.html
└── src/
├── main.jsx ← remove AuthProvider wrapper
├── index.css
├── App.jsx ← remove auth state, add Upload tab toggle
└── components/
├── FilterBar.jsx ← add source filter select
├── PaymentTable.jsx ← add Source badge column + currency display
├── PaymentCard.jsx ← minor source badge addition
├── PaymentList.jsx ← unchanged
└── UploadPanel.jsx ← NEW: drag-and-drop CSV upload UI
```
---
## Database Schema (Prisma)
File: `backend/prisma/schema.prisma`
```prisma
generator client {
provider = "prisma-client-js"
}
datasource db {
provider = "postgresql"
url = env("DATABASE_URL")
}
model Payment {
id Int @id @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status { UNPROCESSED SENT SKIPPED }
enum Source { INGEST UPLOAD }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };...
|
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auth
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finance-hub
backend
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TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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expanded
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/dock...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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expanded
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
Copy code to clipboard
OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
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README.md
README.md
Read
requirements.txt
requirements.txt
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index.js
index.js
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payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
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migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/dock...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
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/volume2/docker/finance/auth/auth/db/base/1/2607_vm
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/volume2/docker/finance/auth/auth/db/base/1/2608_vm
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/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
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OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/doc...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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0
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0
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collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/doc...
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Code
|
Design new payment-logge… — finance [SSH: nas]
|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
Copy code to clipboard
OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
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index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
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README.md
README.md
Read
.env
.env
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.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
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migration.sql
migration.sql
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migration.sql
migration.sql
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README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
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docker-compose.yml
docker-compose.yml
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.env
.env
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.env.example
.env.example
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schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
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.env.example
.env.example
Read
Dockerfile
Dockerfile
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Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
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API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
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Dockerfile
Dockerfile
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.env.example
.env.example
Read
app.py
app.py
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app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/doc...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
|
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Source Control (⌃⇧G)
Run and Debug (⇧⌘D)
Remote Explorer
Extensions (⇧⌘X) - 2 require update
2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
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OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
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/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
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OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/doc...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
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OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
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OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/doc...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ 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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
Copy code to clipboard
OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
Read
Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
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.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
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base.html
base.html
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result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
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exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/doc...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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Explorer (⇧⌘E)
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Source Control (⌃⇧ 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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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Spaces: 2
Ln 36, Col 22
collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
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OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
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dsk-uploader
dsk-uploader
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docker-compose.yml
docker-compose.yml
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package.json
package.json
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package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
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README.md
README.md
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requirements.txt
requirements.txt
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index.js
index.js
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payments.js
payments.js
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auth.js
auth.js
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README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
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parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
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migration.sql
migration.sql
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migration.sql
migration.sql
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README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
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auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
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AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
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schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
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.env.example
.env.example
Read
Dockerfile
Dockerfile
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Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
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app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
Read
base.html
base.html
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result.html
result.html
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page_property.py
page_property.py
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USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
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exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
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/volume2/docker/finance/auth/auth/db/base/1/2602_vm
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/volume2/docker/finance/auth/auth/db/base/1/2603_vm
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/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
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/volume2/docker/finance/auth/auth/db/base/1/2608_vm
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/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
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OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
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OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/doc...
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Code
|
docker-compose.yml — finance [SSH: nas]
|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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Design new payment-logger and dsk-uploader hybrid app
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payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/doc...
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Code
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docker-compose.yml — finance [SSH: nas]
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Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
Copy code to clipboard
OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
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auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
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docker-compose.yml
docker-compose.yml
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.env
.env
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.env.example
.env.example
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schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
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.env.example
.env.example
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
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payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
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API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
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AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
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docker-compose.yml
docker-compose.yml
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Dockerfile
Dockerfile
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.env.example
.env.example
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app.py
app.py
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app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
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base.html
base.html
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result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
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exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
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/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
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/volume2/docker/finance/auth/auth/db/base/1/2608_vm
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/volume2/docker/finance/auth/auth/db/base/1/2611
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/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docke...
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Code
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docker-compose.yml — finance [SSH: nas]
|
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
remote SSH: nas
SSH: nas
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Spaces: 2
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collapsed
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
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docker-compose.yml
docker-compose.yml
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package.json
package.json
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package.json
package.json
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.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
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README.md
README.md
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requirements.txt
requirements.txt
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index.js
index.js
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payments.js
payments.js
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auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
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.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
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migration.sql
migration.sql
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migration.sql
migration.sql
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README.md
README.md
Read
.env
.env
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.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
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main.jsx
main.jsx
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auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
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OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
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PaymentTable.jsx
PaymentTable.jsx
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FilterBar.jsx
FilterBar.jsx
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auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
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Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
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schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
Read
base.html
base.html
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result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
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/volume2/docker/finance/auth/auth/db/base/1/2605_vm
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/volume2/docker/finance/auth/auth/db/base/1/2606_vm
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/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
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/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
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/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
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/volume2/docker/finance/auth/auth/db/base/1/2611
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/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
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/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
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/volume2/docker/finance/auth/auth/db/base/1/2616_vm
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/volume2/docker/finance/auth/auth/db/base/1/2617_vm
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/volume2/docker/finance/auth/auth/db/base/1/2618_vm
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/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docke...
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Code
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docker-compose.yml — finance [SSH: nas]
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NULL
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
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Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
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OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
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OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
Read
auth.js
auth.js
Read
index.js
index.js
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
Read
.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
Copy code to clipboard
OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
Copy code to clipboard
OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
Read
Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
Read
app_flask.py
app_flask.py
Read
dskuploader.py
dskuploader.py
Read
client.py
client.py
Read
database.py
database.py
Read
index.html
index.html
Read
base.html
base.html
Read
result.html
result.html
Read
page_property.py
page_property.py
Read
USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
Read
exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
/volume2/docker/finance/auth/auth/db/base/1/2612_fsm
/volume2/docker/finance/auth/auth/db/base/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ 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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Design new payment-logge…, Editor Group 2
finance-hub — Implementation Plan, Editor Group 3
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Info: Setting up SSH Host nas: (details) Initializing VS Code Server
Design new payment-logger and dsk-uploader hybrid app
Session history
New session
Message actions
payments.js
payments.js
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
Thinking
Thinking
I'll explore all three reference projects in parallel to understand their structure before planning.
Agent:
Explore payment-logger app structure and functionality
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How data flows (ingest, storage, retrieval)
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, and how data is ingested. Be thorough on the /ingest endpoint specifically.
Agent:
Explore dsk-uploader app structure and functionality
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Tech stack (frontend framework, backend framework, database)
2. What the app does - its core purpose and features
3. Database schema - all tables, relationships
4. API routes - all endpoints, their purpose and request/response shapes
5. How file uploads work - what files, what format, how parsed
6. Any auth/middleware setup
7. Docker/deployment setup
8. Key files and their roles
Report with: directory structure, tech stack summary, database schema details, all API endpoints listed, UI features, how file upload parsing works, and what data is extracted from uploads. Be very thorough about the data model and what fields are stored.
Agent:
Explore auth folder and authentik integration
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. What auth system is being used (Authentik)
2. How authentication/authorization is implemented - OAuth2, OIDC, session tokens, JWT?
3. Middleware - how is auth enforced on routes?
4. Any frontend auth flow - login redirect, token handling, protected routes
5. Environment variables related to auth
6. Docker/deployment setup for the auth service itself
7. Any example of how other apps integrate with this auth
Report with: directory structure, auth flow description, middleware code, environment variable names, and integration patterns. This is a reference for building auth into a new combined app.
Message actions
payments.js
payments.js
continue
Thinking
Thinking
Launching parallel exploration of all three reference projects.
Agent:
Explore payment-logger app structure
IN
Explore the /volume2/docker/finance/payments-logger directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How data is ingested (look at /ingest route especially)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/payments-logger -type f -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.py" -o -name "*.sql" -o -name "Dockerfile*" -o -name "docker-compose*" -o -name ".env*" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/.claude/settings.local.json
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/finance/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
Agent:
Explore dsk-uploader app structure
IN
Explore the /volume2/docker/finance/dsk-uploader directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. Tech stack (frontend framework, backend framework, database, etc.)
3. What the app does - its core functionality
4. How file uploads work (what format, what processing happens)
5. Database schema (what tables/collections exist)
6. API routes and their purposes
7. Frontend pages and components
8. Docker setup
9. Any auth/session handling
Please read key files: package.json files, main entry points, route files, database schema files, docker-compose.yml, and any frontend components. Be thorough - I need a complete picture to plan a new combined app.
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f -name "*.json" -o -type f -name "*.yml" -o -type f -name "*.yaml" | head -30
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/docker-compose.yml
Bash
IN
cd /volume2/docker/finance/payments-logger && find . -type f \( -name "*.json" -o -name "*.js" -o -name "*.jsx" -o -name "*.ts" -o -name "*.tsx" -o -name "*.sql" -o -name "*.yml" -o -name "*.yaml" -o -name "Dockerfile*" -o -name ".env*" \) | grep -v node_modules | sort
Copy code to clipboard
OUT
./auth/.env
./auth/.env.example
./backend/Dockerfile
./backend/package.json
./backend/prisma/migrations/20260210_init/migration.sql
./backend/prisma/migrations/20260210_simplify/migration.sql
./backend/prisma/migrations/20260222_add_card/migration.sql
./backend/prisma/migrations/20260508_add_users/migration.sql
./backend/src/auth.js
./backend/src/index.js
./backend/src/parser.js
./backend/src/routes/payments.js
./.claude/settings.local.json
./docker-compose.yml
./.env
./.env.example
./frontend/Dockerfile
./frontend/package.json
./frontend/postcss.config.js
./frontend/src/App.jsx
./frontend/src/auth.js
./frontend/src/components/AuthProvider.jsx
./frontend/src/components/FilterBar.jsx
./frontend/src/components/PaymentCard.jsx
./frontend/src/components/PaymentList.jsx
./frontend/src/components/PaymentTable.jsx
./frontend/src/main.jsx
./frontend/tailwind.config.js
./frontend/vite.config.js
Agent:
Explore auth project structure
IN
Explore the /volume2/docker/finance/auth directory thoroughly. I need to understand:
1. Full directory structure (tree)
2. What authentication system is used (authentik integration details)
3. How OAuth/OIDC flow works
4. Any middleware or helper functions for protecting routes
5. Session management approach
6. How frontend handles auth state
7. Any example of how other apps integrate with this auth system
8. Docker setup and environment variables
Please read all files carefully - this auth system will be integrated into a new combined app. I need to understand exactly how to use it.
Bash
IN
cd /volume2/docker/finance/dsk-uploader && find . -type f | head -100
Copy code to clipboard
OUT
./.gitignore
./README.md
./USAGE.md
./app.py
./app_flask.py
./dskuploader.py
./requirements.txt
./.env
./.env.example
./Dockerfile
./docker-compose.yml
./.dockerignore
./.git/description
./.git/packed-refs
./.git/HEAD
./.git/FETCH_HEAD
./.git/index
./.git/COMMIT_EDITMSG
./.git/ORIG_HEAD
./notion_connector/__init__.py
./notion_connector/client.py
./templates/base.html
./templates/index.html
./templates/result.html
./notion_connector/resources/__init__.py
./notion_connector/resources/block.py
./notion_connector/resources/block_property.py
./notion_connector/resources/database.py
./notion_connector/resources/database_property.py
./notion_connector/resources/filter_builder.py
./notion_connector/resources/page.py
./notion_connector/resources/page_property.py
./notion_connector/resources/search.py
./.git/info/exclude
./.git/hooks/post-update.sample
./.git/hooks/pre-applypatch.sample
./.git/hooks/pre-commit.sample
./.git/hooks/applypatch-msg.sample
./.git/hooks/pre-rebase.sample
./.git/hooks/pre-merge-commit.sample
./.git/hooks/update.sample
./.git/hooks/pre-push.sample
./.git/hooks/push-to-checkout.sample
./.git/hooks/prepare-commit-msg.sample
./.git/hooks/commit-msg.sample
./.git/hooks/pre-receive.sample
./.git/hooks/fsmonitor-watchman.sample
./.git/logs/HEAD
./notion_connector/exceptions/__init__.py
./notion_connector/exceptions/exceptions.py
./.git/config
./.git/refs/heads/main
./.git/refs/remotes/origin/HEAD
./.git/refs/remotes/origin/main
./.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
./.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
./.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
./.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
./.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
./.git/logs/refs/heads/main
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
./.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
./.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
./.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
./.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
./.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
./.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
./.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
./.git/logs/refs/remotes/origin/HEAD
./.git/logs/refs/remotes/origin/main
Bash
IN
find /volume2/docker/finance/auth -type f -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" -o -name "*.json" -o -name "*.yaml" -o -name "*.yml" -o -name "*.env*" -o -name "Dockerfile*" | head -100
Copy code to clipboard
OUT
/volume2/docker/finance/auth/.env
/volume2/docker/finance/auth/.env.example
/volume2/docker/finance/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/docker-compose.yml
Read
dsk-uploader
dsk-uploader
Read
docker-compose.yml
docker-compose.yml
Read
package.json
package.json
Read
package.json
package.json
Read
.env.example
.env.example
Bash
IN
ls -la /volume2/docker/finance/auth/ && echo "---" && find /volume2/docker/finance/auth -type d | sort
Copy code to clipboard
OUT
total 20
drwxrwxrwx 1 Adm1n admin 108 May 8 21:08 .
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 ..
drwxrwxrwx 1 Adm1n admin 128 May 8 21:08 auth
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:06 db
-rwxrwxrwx 1 Adm1n admin 3328 May 8 21:07 docker-compose.yml
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:06 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:06 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/auth
/volume2/docker/finance/auth/auth
/volume2/docker/finance/auth/auth/certs
/volume2/docker/finance/auth/auth/db
/volume2/docker/finance/auth/auth/db/base
/volume2/docker/finance/auth/auth/db/base/1
/volume2/docker/finance/auth/auth/db/base/16384
/volume2/docker/finance/auth/auth/db/base/4
/volume2/docker/finance/auth/auth/db/base/5
/volume2/docker/finance/auth/auth/db/global
/volume2/docker/finance/auth/auth/db/pg_commit_ts
/volume2/docker/finance/auth/auth/db/pg_dynshmem
/volume2/docker/finance/auth/auth/db/pg_logical
/volume2/docker/finance/auth/auth/db/pg_logical/mappings
/volume2/docker/finance/auth/auth/db/pg_logical/snapshots
/volume2/docker/finance/auth/auth/db/pg_multixact
/volume2/docker/finance/auth/auth/db/pg_multixact/members
/volume2/docker/finance/auth/auth/db/pg_multixact/offsets
/volume2/docker/finance/auth/auth/db/pg_notify
/volume2/docker/finance/auth/auth/db/pg_replslot
/volume2/docker/finance/auth/auth/db/pg_serial
/volume2/docker/finance/auth/auth/db/pg_snapshots
/volume2/docker/finance/auth/auth/db/pg_stat
/volume2/docker/finance/auth/auth/db/pg_stat_tmp
/volume2/docker/finance/auth/auth/db/pg_subtrans
/volume2/docker/finance/auth/auth/db/pg_tblspc
/volume2/docker/finance/auth/auth/db/pg_twophase
/volume2/docker/finance/auth/auth/db/pg_wal
/volume2/docker/finance/auth/auth/db/pg_wal/archive_status
/volume2/docker/finance/auth/auth/db/pg_xact
/volume2/docker/finance/auth/auth/media
/volume2/docker/finance/auth/auth/templates
/volume2/docker/finance/auth/certs
/volume2/docker/finance/auth/db
Read
README.md
README.md
Read
requirements.txt
requirements.txt
Read
index.js
index.js
Read
payments.js
payments.js
Read
auth.js
auth.js
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
parser.js
parser.js
Bash
IN
find /volume2/docker/finance/auth/auth -type f | grep -v "^/volume2/docker/finance/auth/auth/db" | grep -v "^/volume2/docker/finance/auth/auth/certs" | grep -v "^/volume2/docker/finance/auth/auth/media" | sort
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OUT
/volume2/docker/finance/auth/auth/docker-compose.yml
/volume2/docker/finance/auth/auth/.env
/volume2/docker/finance/auth/auth/.env.example
/volume2/docker/finance/auth/auth/README.md
Read
migration.sql
migration.sql
Read
migration.sql
migration.sql
Read
README.md
README.md
Read
.env
.env
Read
.env.example
.env.example
Read
docker-compose.yml
docker-compose.yml
Read
App.jsx
App.jsx
Read
main.jsx
main.jsx
Read
auth.js
auth.js
Bash
IN
find /volume2/docker/finance -name "*.py" -o -name "*.js" -o -name "*.ts" -o -name "*.tsx" 2>/dev/null | head -50
Copy code to clipboard
OUT
/volume2/docker/finance/dsk-uploader/app.py
/volume2/docker/finance/dsk-uploader/app_flask.py
/volume2/docker/finance/dsk-uploader/dskuploader.py
/volume2/docker/finance/payments-logger/frontend/postcss.config.js
/volume2/docker/finance/payments-logger/frontend/tailwind.config.js
/volume2/docker/finance/payments-logger/frontend/vite.config.js
/volume2/docker/finance/dsk-uploader/notion_connector/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/client.py
/volume2/docker/finance/payments-logger/backend/src/auth.js
/volume2/docker/finance/payments-logger/backend/src/index.js
/volume2/docker/finance/payments-logger/backend/src/parser.js
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page_property.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/search.py
/volume2/docker/finance/payments-logger/backend/src/routes/payments.js
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
Read
AuthProvider.jsx
AuthProvider.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
auth.js
auth.js
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auth.js
auth.js
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index.js
index.js
Read
Dockerfile
Dockerfile
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Dockerfile
Dockerfile
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migration.sql
migration.sql
Bash
IN
find /volume2/docker/finance/payments-logger -name "docker-compose.yml" -o -name ".env*" -o -name "package.json" | head -20
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OUT
/volume2/docker/finance/payments-logger/.env
/volume2/docker/finance/payments-logger/.env.example
/volume2/docker/finance/payments-logger/docker-compose.yml
/volume2/docker/finance/payments-logger/backend/package.json
/volume2/docker/finance/payments-logger/frontend/package.json
/volume2/docker/finance/payments-logger/auth/.env
/volume2/docker/finance/payments-logger/auth/.env.example
Bash
IN
find /volume2/docker/finance/payments-logger -name "schema.prisma" -type f
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OUT
/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma
Read
docker-compose.yml
docker-compose.yml
Read
.env
.env
Read
.env.example
.env.example
Read
schema.prisma
schema.prisma
Bash
IN
ls -la /volume2/docker/finance/payments-logger/auth/ && echo "---" && find /volume2/docker/finance/payments-logger -name "Dockerfile*" | head -10
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OUT
total 16
drwxrwxrwx 1 Adm1n admin 64 May 8 21:07 .
drwxrwxrwx 1 Adm1n admin 170 May 8 21:07 ..
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 certs
drwxrwxrwx 1 Adm1n admin 0 May 8 21:07 db
-rwxrwxrwx 1 Adm1n admin 949 May 8 21:07 .env
-rwxrwxrwx 1 Adm1n admin 2258 May 8 21:07 .env.example
-rwxrwxrwx 1 Adm1n admin 5501 May 8 21:07 README.md
---
/volume2/docker/finance/payments-logger/backend/Dockerfile
/volume2/docker/finance/payments-logger/frontend/Dockerfile
Bash
IN
cd /volume2/docker/finance/payments-logger && tree -L 3 -I 'node_modules|.next|dist|build' --charset ascii 2>/dev/null || find . -not -path '*/node_modules/*' -not -path '*/.git/*' -not -path '*/dist/*' -type f | head -60
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OUT
.
|-- API.md
|-- auth
| |-- certs
| |-- db
| `-- README.md
|-- backend
| |-- Dockerfile
| |-- package.json
| |-- prisma
| | |-- migrations
| | `-- schema.prisma
| `-- src
| |-- auth.js
| |-- index.js
| |-- parser.js
| `-- routes
|-- docker-compose.yml
|-- frontend
| |-- Dockerfile
| |-- index.html
| |-- package.json
| |-- postcss.config.js
| |-- src
| | |-- App.jsx
| | |-- auth.js
| | |-- components
| | |-- index.css
| | `-- main.jsx
| |-- tailwind.config.js
| `-- vite.config.js
`-- README.md
12 directories, 20 files
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.env
.env
Read
.env.example
.env.example
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Bash
IN
head -100 /volume2/docker/finance/payments-logger/backend/package.json && echo "---FRONTEND---" && head -100 /volume2/docker/finance/payments-logger/frontend/package.json
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OUT
{
"name": "payments-logger-backend",
"version": "1.0.0",
"description": "Payment SMS logger backend",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy",
"prisma:migrate:dev": "prisma migrate dev"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"bcryptjs": "^2.4.3",
"cors": "^2.8.5",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"jose": "^5.9.6",
"morgan": "^1.10.0"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
---FRONTEND---
{
"name": "payments-logger-frontend",
"version": "1.0.0",
"type": "module",
"scripts": {
"dev": "vite",
"build": "vite build",
"preview": "vite preview"
},
"dependencies": {
"lucide-react": "^0.460.0",
"react": "^18.3.1",
"react-dom": "^18.3.1"
},
"devDependencies": {
"@types/react": "^18.3.12",
"@vitejs/plugin-react": "^4.3.4",
"autoprefixer": "^10.4.20",
"postcss": "^8.4.49",
"tailwindcss": "^3.4.15",
"vite": "^6.0.1"
}
}
Read
payments.js
payments.js
Bash
IN
find /volume2/docker/finance -name "*.md" -type f | xargs grep -l "auth\|Authentik\|OAuth\|OIDC" 2>/dev/null | head -5
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OUT
/volume2/docker/finance/payments-logger/API.md
/volume2/docker/finance/auth/README.md
/volume2/docker/finance/auth/auth/README.md
/volume2/docker/finance/payments-logger/auth/README.md
Read
API.md
API.md
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
Read
docker-compose.yml
docker-compose.yml
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Dockerfile
Dockerfile
Read
.env.example
.env.example
Read
app.py
app.py
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app_flask.py
app_flask.py
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dskuploader.py
dskuploader.py
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client.py
client.py
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database.py
database.py
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index.html
index.html
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base.html
base.html
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result.html
result.html
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page_property.py
page_property.py
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USAGE.md
USAGE.md
Bash
IN
find /volume2/docker/finance/dsk-uploader -type f \( -name "*.py" -o -name "*.json" \) | grep -E "(exceptions|page\.py)" | head -10
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OUT
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/finance/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/finance/dsk-uploader/notion_connector/resources/page.py
Read
page.py
page.py
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exceptions.py
exceptions.py
Bash
IN
tree -L 3 /volume2/docker/finance/dsk-uploader 2>/dev/null | head -80 || find /volume2/docker/finance/dsk-uploader -type d -not -path '.*/.git/*' | sort
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OUT
/volume2/docker/finance/dsk-uploader
├── app_flask.py
├── app.py
├── docker-compose.yml
├── Dockerfile
├── dskuploader.py
├── notion_connector
│ ├── client.py
│ ├── exceptions
│ │ ├── exceptions.py
│ │ └── __init__.py
│ ├── __init__.py
│ └── resources
│ ├── block_property.py
│ ├── block.py
│ ├── database_property.py
│ ├── database.py
│ ├── filter_builder.py
│ ├── __init__.py
│ ├── page_property.py
│ ├── page.py
│ └── search.py
├── README.md
├── requirements.txt
├── templates
│ ├── base.html
│ ├── index.html
│ └── result.html
└── USAGE.md
5 directories, 24 files
Read
README.md
README.md
Read
API.md
API.md
Thinking
Thinking
Now I have a complete picture of all three. Let me design the plan.
Agent:
Design combined app architecture
IN
Design a detailed implementation plan for a new combined web app that merges two existing applications. Here is full context:
---
## App 1: payments-logger (Node.js)
- **Purpose**: Ingest Bulgarian bank SMS → parse → store in PostgreSQL → review/tag/notify in React UI
- **Stack**: Node.js 20 + Express + Prisma 5 + PostgreSQL 16 + React 18 + Vite + Tailwind CSS
- **Auth**: Custom JWT (bcryptjs + jose), tokens in localStorage
- **Ingest**: POST /api/payments/ingest (public) — SMS text OR structured JSON (Apple Wallet)
- **Schema** (PostgreSQL via Prisma):
- `payments` table: id, raw_message, date, type (POS/ATM/INTERNET/ECOM/P2P/WALLET), card, recipient, amount, balance, status (UNPROCESSED/SENT/SKIPPED), notifyPhone, notifiedAt, created_at, updated_at
- `tags` table: id, name, color — M2M with payments via `_PaymentToTag`
- `users` table: id, username, hashed_password (this will be REMOVED)
- **UI**: Single-page React app — PaymentTable (sortable, filterable, taggable), FilterBar, status actions (send/skip), notification system
- **Parser** (backend/src/parser.js): Regex parser for Bulgarian DSK Bank SMS, extracts date/time (DD/MM/YYYY HH:MM), card mask, transaction type, recipient, amount, balance
## App 2: dsk-uploader (Python/Flask)
- **Purpose**: Upload DSK bank CSV exports → parse/normalize → upload to Notion database
- **Stack**: Python 3.11 + Flask + Pandas + Custom Notion SDK + Bootstrap 5
- **Auth**: None (open)
- **CSV format** (DSK Bank Bulgarian format, columns):
- `Дата` (date, DD.MM.YYYY)
- `Вид на трансакцията` (transaction type, Bulgarian)
- `Основание` (reason/description — contains card number regex: `^\d{6}x{6}\d{4}$`)
- `Дебит BGN` (debit amount, may be empty)
- `Кредит BGN` (credit amount, may be empty)
- `Наредител/Получател` (orderer/recipient name)
- `Номер сметка на наредителя / получателя` (account number)
- **Processing**: merge multiple CSVs, normalize dates, extract card numbers from reason via regex, auto-generate tags (keyword heuristics: ЗАПЛАТА→Salary, NETFLIX→Subscriptions, etc.), filter internal transfers
- **Output**: Notion database pages (this will be REPLACED with local PostgreSQL)
## App 3: auth (Authentik)
- **Mode**: Proxy mode via NPM (forward auth)
- **How it works**: NPM intercepts all requests, calls Authentik outpost's auth endpoint. On success, NPM injects headers into proxied request:
- `X-authentik-username`
- `X-authentik-email`
- `X-authentik-groups`
- **No code integration needed** in the app itself — just trust these headers from NPM
- **Logout**: Redirect user to `/outpost.goauthentik.io/sign_out`
---
## What the New Combined App Must Do
1. **Single PostgreSQL database** for all transactions
2. **SMS Ingest** (public endpoint) — same as payments-logger /ingest, source=INGEST
3. **CSV Upload** (authenticated) — parse DSK CSV files, store transactions with source=UPLOAD into the same DB schema
4. **Unified UI** — show all payments in one table regardless of source
5. **Source indicator** in UI — badge showing "INGEST", "UPLOAD", or "BOTH" (if duplicate detection added)
6. **Source filter** in FilterBar — filter by All/Ingest/Upload
7. **Authentik auth** — remove custom JWT entirely; trust X-authentik-* headers from NPM
8. **All existing payments-logger features**: tagging, send notification, skip, status tracking, filters, sorting, pagination
9. **Remove Notion dependency entirely** — all data stays in local PostgreSQL
---
## Technical Constraints
- Keep Node.js backend (not Python) — extend payments-logger's stack
- CSV parsing: use `csv-parse` npm package (handles encoding, streaming)
- File upload: use `multer` npm middleware
- Auth middleware: read X-authentik-username header, 401 if missing (but /api/payments/ingest stays public)
- Add `source` enum field (INGEST/UPLOAD) to payments schema
- Add `currency` field (EUR for SMS ingest, BGN for CSV uploads) — or just store as-is
- Remove `users` table from schema
---
## Please Design
1. Complete folder structure for the new app (suggest name: "finance-hub" or similar — note this is a placeholder, user will confirm)
2. Prisma schema with new fields (`source`, `currency`)
3. All backend API routes
4. CSV parser design in Node.js (port of the Python logic)
5. Authentik auth middleware
6. Frontend component structure (React) — what's reused from payments-logger, what's new
7. Docker Compose setup
8. Environment variables needed
9. Step-by-step implementation order
10. Verification checklist
Be specific about file paths and code structure. This will be used to write actual implementation code.
Bash
List all files in finance directory
IN
find /volume2/docker/finance -type f | sort | head -100
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OUT
/volume2/docker/finance/auth/auth/db/base/1/112
/volume2/docker/finance/auth/auth/db/base/1/113
/volume2/docker/finance/auth/auth/db/base/1/1247
/volume2/docker/finance/auth/auth/db/base/1/1247_fsm
/volume2/docker/finance/auth/auth/db/base/1/1247_vm
/volume2/docker/finance/auth/auth/db/base/1/1249
/volume2/docker/finance/auth/auth/db/base/1/1249_fsm
/volume2/docker/finance/auth/auth/db/base/1/1249_vm
/volume2/docker/finance/auth/auth/db/base/1/1255
/volume2/docker/finance/auth/auth/db/base/1/1255_fsm
/volume2/docker/finance/auth/auth/db/base/1/1255_vm
/volume2/docker/finance/auth/auth/db/base/1/1259
/volume2/docker/finance/auth/auth/db/base/1/1259_fsm
/volume2/docker/finance/auth/auth/db/base/1/1259_vm
/volume2/docker/finance/auth/auth/db/base/1/13457
/volume2/docker/finance/auth/auth/db/base/1/13457_fsm
/volume2/docker/finance/auth/auth/db/base/1/13457_vm
/volume2/docker/finance/auth/auth/db/base/1/13460
/volume2/docker/finance/auth/auth/db/base/1/13461
/volume2/docker/finance/auth/auth/db/base/1/13462
/volume2/docker/finance/auth/auth/db/base/1/13462_fsm
/volume2/docker/finance/auth/auth/db/base/1/13462_vm
/volume2/docker/finance/auth/auth/db/base/1/13465
/volume2/docker/finance/auth/auth/db/base/1/13466
/volume2/docker/finance/auth/auth/db/base/1/13467
/volume2/docker/finance/auth/auth/db/base/1/13467_fsm
/volume2/docker/finance/auth/auth/db/base/1/13467_vm
/volume2/docker/finance/auth/auth/db/base/1/13470
/volume2/docker/finance/auth/auth/db/base/1/13471
/volume2/docker/finance/auth/auth/db/base/1/13472
/volume2/docker/finance/auth/auth/db/base/1/13472_fsm
/volume2/docker/finance/auth/auth/db/base/1/13472_vm
/volume2/docker/finance/auth/auth/db/base/1/13475
/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
/volume2/docker/finance/auth/auth/db/base/1/1418
/volume2/docker/finance/auth/auth/db/base/1/174
/volume2/docker/finance/auth/auth/db/base/1/175
/volume2/docker/finance/auth/auth/db/base/1/2187
/volume2/docker/finance/auth/auth/db/base/1/2224
/volume2/docker/finance/auth/auth/db/base/1/2228
/volume2/docker/finance/auth/auth/db/base/1/2328
/volume2/docker/finance/auth/auth/db/base/1/2336
/volume2/docker/finance/auth/auth/db/base/1/2337
/volume2/docker/finance/auth/auth/db/base/1/2579
/volume2/docker/finance/auth/auth/db/base/1/2600
/volume2/docker/finance/auth/auth/db/base/1/2600_fsm
/volume2/docker/finance/auth/auth/db/base/1/2600_vm
/volume2/docker/finance/auth/auth/db/base/1/2601
/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
/volume2/docker/finance/auth/auth/db/base/1/2601_vm
/volume2/docker/finance/auth/auth/db/base/1/2602
/volume2/docker/finance/auth/auth/db/base/1/2602_fsm
/volume2/docker/finance/auth/auth/db/base/1/2602_vm
/volume2/docker/finance/auth/auth/db/base/1/2603
/volume2/docker/finance/auth/auth/db/base/1/2603_fsm
/volume2/docker/finance/auth/auth/db/base/1/2603_vm
/volume2/docker/finance/auth/auth/db/base/1/2604
/volume2/docker/finance/auth/auth/db/base/1/2605
/volume2/docker/finance/auth/auth/db/base/1/2605_fsm
/volume2/docker/finance/auth/auth/db/base/1/2605_vm
/volume2/docker/finance/auth/auth/db/base/1/2606
/volume2/docker/finance/auth/auth/db/base/1/2606_fsm
/volume2/docker/finance/auth/auth/db/base/1/2606_vm
/volume2/docker/finance/auth/auth/db/base/1/2607
/volume2/docker/finance/auth/auth/db/base/1/2607_fsm
/volume2/docker/finance/auth/auth/db/base/1/2607_vm
/volume2/docker/finance/auth/auth/db/base/1/2608
/volume2/docker/finance/auth/auth/db/base/1/2608_fsm
/volume2/docker/finance/auth/auth/db/base/1/2608_vm
/volume2/docker/finance/auth/auth/db/base/1/2609
/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
/volume2/docker/finance/auth/auth/db/base/1/2610
/volume2/docker/finance/auth/auth/db/base/1/2610_fsm
/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
/volume2/docker/finance/auth/auth/db/base/1/2612
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/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
/volume2/docker/finance/auth/auth/db/base/1/2615_fsm
/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
/volume2/docker/finance/auth/auth/db/base/1/2616_fsm
/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
drwxrwxrwx 1 Adm1n admin 66 Aug 31 2025 immich
drwxrwx--- 1 Adm1n Media 30 Jun 15 2025 jellyfinht
drwxrwxrwx 1 Adm1n admin 20 Aug 31 2025 kavita
drwxrwxrwx 1 Adm1n admin 0 Oct 12 2025 libreoffice
drwxrwxrwx 1 Adm1n admin 12 Dec 13 21:12 linkwarden
drwxrwxrwx 1 Adm1n admin 274 Apr 9 19:39 location-logger
drwxrwxrwx 1 dnsmasq systemd-journal 432 Aug 27 2025 mariadb
drwxrwxrwx 1 Adm1n admin 122 Apr 26 19:03 meeting-detector
drwxrwxrwx 1 Adm1n admin 0 Aug 15 2025 mindfulmama
drwxrwxrwx 1 Adm1n admin 22 Jul 16 2025 n8n
drwxrwxrwx 1 Adm1n admin 176 Feb 20 17:33 notifier-app
drwxrwxrwx 1 Adm1n admin 52 Jun 15 2025 npm
drwxrwxrwx 1 Adm1n admin 306 Mar 29 17:34 oauth
drwxrwxrwx 1 Adm1n admin 92 Jun 15 2025 obsidian
drwxr-xr-x 1 root root 60 Mar 7 20:56 ollama
drwxr-xr-x 1 911 911 128 Jul 28 2025 openttd
drwxrwxrwx 1 Adm1n admin 234 Mar 7 16:30 openvpn-client
drwxr-xr-x 1 root root 58 May 2 23:15 open-webui
drwxrwxrwx 1 Adm1n admin 134 Dec 31 13:13 orchestrator
drwxrwxrwx 1 Adm1n admin 406 Mar 25 20:39 outfit-app
drwxrwxrwx 1 Adm1n admin 90 Aug 28 2025 owntracks-stack
drwxrwxrwx 1 Adm1n admin 156 Mar 10 20:51 paperlessngx
drwxrwxrwx 1 Adm1n admin 162 May 8 20:36 payments-logger
drwxrwxrwx 1 Adm1n admin 0 Sep 28 2025 personal-log
drwxrwxrwx 1 Adm1n admin 616 Mar 7 20:46 personal-log-system
drwxrwxrwx 1 Adm1n admin 26 Feb 19 19:41 player
drwxrwxrwx 1 Adm1n admin 202 Feb 23 21:35 portainer
drwxrwxrwx 1 dnsmasq admin 484 Dec 4 19:31 portnotedb
drwxrwxrwx 1 Adm1n admin 140 Apr 4 15:49 reminders-app
drwxrwxrwx 1 Adm1n admin 60 Oct 29 2025 romm
drwxrwxrwx 1 Adm1n admin 108 Feb 23 20:15 second-brain
drwxrwxrwx 1 Adm1n admin 10 Dec 30 17:16 static
drwxrwxrwx 1 Adm1n admin 28 Jun 19 2025 stirling
drwxrwxrwx 1 Adm1n admin 86 Oct 25 2025 syncthing
drwxrwxrwx 1 root root 56 Jun 5 2025 tailscale
drwxrwxrwx 1 Adm1n admin 186 Sep 23 2025 temp-logger
drwxrwxrwx 1 Adm1n admin 122 Jul 19 2025 test-app
drwxrwxrwx 1 Adm1n admin 52 Jun 14 2025 tmp
drwxrwxrwx 1 Adm1n admin 36 Jul 13 2025 torrent-stack
drwxrwxrwx 1 Adm1n admin 48 Dec 19 10:58 tree
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 trilium
drwxrwxrwx 1 Adm1n admin 34 Dec 3 21:18 tubearchivist
drwxrwxrwx 1 Adm1n admin 22 Jul 25 2025 twenty
drwxrwxrwx 1 Adm1n admin 0 Nov 2 2025 uptimekuma
drwxrwxrwx 1 Adm1n admin 30 Dec 7 17:30 ytptube
Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector...
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Claude Code, Editor Group 2
remote SSH: nas
SSH: nas
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
Claude Code, Editor Group 2
remote SSH: nas
SSH: nas
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0
No Ports Forwarded
0
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Info: Setting up SSH Host nas: Setting up SSH tunnel
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Claude Code
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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
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
version: '3.8'
services:
db:
image: postgres:16-alpine
restart: unless-stopped
environment:
POSTGRES_USER: finance
POSTGRES_PASSWORD: [PASSWORD]
POSTGRES_DB: finance_hub
volumes:
- pgdata:/var/lib/postgresql/data
healthcheck:
test: ["CMD-SHELL", "pg_isready -U finance -d finance_hub"]
interval: 5s
timeout: 5s
retries: 5
backend:
build: ./backend
restart: unless-stopped
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports:
- "${BACKEND_PORT:-3001}:3001"
depends_on:
db:
condition: service_healthy
frontend:
build: ./frontend
restart: unless-stopped
ports:
- "${FRONTEND_PORT:-5175}:5173"
depends_on:
- backend
volumes:
pgdata:
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**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=https://notifier.lakylak.xyz
NOTIFIER_CHANNEL=viber
NOTIFY_DEFAULT_PHONE=[PHONE]
TZ=Europe/Sofia
BACKEND_PORT=3001
FRONTEND_PORT=5175
```
Removed vs payments-logger: `JWT_SECRET`, `JWT_EXPIRE_MINUTES`.
---
## Implementation Order
1. Create folder structure and write `docker-compose.yml`, `.env.example`, `.gitignore`
2. Write `backend/prisma/schema.prisma` and migration SQL
3. Write `backend/package.json` (add `csv-parse`, `iconv-lite`, `multer`; remove `bcryptjs`, `jose`)
4. Write `backend/Dockerfile`
5. Write `backend/src/auth.js` (Authentik middleware)
6. Copy `backend/src/parser.js` verbatim from payments-logger
7. Write `backend/src/csvParser.js` (Python port)
8. Write `backend/src/routes/upload.js`
9. Write `backend/src/routes/payments.js` (from payments-logger + 5 changes listed above)
10. Write `backend/src/index.js`
11. Copy frontend base from payments-logger; delete `auth.js` + `AuthProvider.jsx`
12. Update `main.jsx`, `App.jsx`, `FilterBar.jsx`, `PaymentTable.jsx`
13. Write `frontend/src/components/UploadPanel.jsx`
14. Update `frontend/vite.config.js`
15. `docker compose build && docker compose up -d`
16. Run verification checklist
---
## Verification
**Schema**
- `payments` table has `source`, `currency`, `debit_bgn`, `credit_bgn`, `transaction_type`, `payer_account`
- No `users` table; `Source` enum exists
**Auth**
- `GET /api/payments` → 401 without `x-authentik-username` header
- `POST /api/payments/ingest` → 201 without any header
- `curl -H "x-authentik-username: test" localhost:3001/api/payments` → 200
**SMS Ingest**
- DSK POS SMS → `source=INGEST`, `currency=EUR`, correct amount/card/recipient
- Apple Wallet structured body → `type=WALLET`, `source=INGEST`
- Rate limiter → 429 after 200 req/min
**CSV Upload**
- Single DSK CSV → rows with `source=UPLOAD`, `currency=BGN`
- Multiple CSVs in one request → all merged
- `ТРАНСФЕР СОБСТВЕНИ СМЕТКИ` rows counted in `skipped`, not imported
- Card regex match from `Основание` column
- Auto-tags applied (ЗАПЛАТА→Salary, LIDL→Groceries)
- cp1251 file imports correctly
**UI**
- Source badge visible in payment table (SMS indigo, CSV emerald)
- Source dropdown in FilterBar filters correctly
- Amount shows correct currency per row
- Upload Panel: drag-and-drop works, result summary shows counts
- Logout redirects to Authentik sign_out
- No login form shown (Authentik handles it at NPM level)
- Tags, send, skip, delete all still work
## Reference Files
- `/volume2/docker/finance/payments-logger/backend/src/routes/payments.js`
- `/volume2/docker/finance/payments-logger/backend/src/parser.js`
- `/volume2/docker/finance/payments-logger/backend/src/index.js`
- `/volume2/docker/finance/payments-logger/backend/src/auth.js`
- `/volume2/docker/finance/payments-logger/backend/prisma/schema.prisma`
- `/volume2/docker/finance/payments-logger/frontend/src/App.jsx`
- `/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx`
- `/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx`
- `/volume2/docker/finance/dsk-uploader/dskuploader.py`
- `/volume2/docker/finance/auth/docker-compose.yml`
Claude’s Plan
ets-create-a-new-generic-sun.md
ets-create-a-new-generic-sun.md
Stayed in plan mode
Thinking
Thinking
Good question. Here's the full breakdown:
Backend Tech Stack — Options
Backend Tech Stack — Options
Option A: Node.js + Express + Prisma (my recommendation)
Option A: Node.js + Express + Prisma (my recommendation)
Why:
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:
Copy
parser.js
verbatim, zero rewrite
Copy the entire
routes/payments.js
with minimal edits
Same Prisma schema workflow, same migrations, same Docker image
The CSV parsing logic (the only Python-specific thing) ports cleanly to
csv-parse
— it's just regex + string manipulation, nothing pandas-specific
Trade-off:
Have to port the Python CSV parsing to JS. It's ~150 lines and mostly string manipulation — straightforward.
Option B: Python + FastAPI + SQLAlchemy
Option B: Python + FastAPI + SQLAlchemy
Rewrite everything in Python. dsk-uploader is Python, so CSV parsing is already done.
Pro:
Keep the dsk-uploader CSV logic as-is (no porting). Python has better data science libraries if you later add analytics.
Con:
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.
Verdict:
More work overall, gains almost nothing.
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Option C: Hybrid microservices (Node.js backend + Python CSV service)
Keep Node.js as the main API, add a separate Python FastAPI service just for CSV parsing. They share the DB.
Pro:
Zero porting — Python CSV code used as-is.
Con:
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.
Verdict:
Not worth it.
Option D: Python + Flask (exactly like dsk-uploader)
Option D: Python + Flask (exactly like dsk-uploader)
Extend dsk-uploader into a full payments app.
Pro:
Pandas for CSV, no porting.
Con:
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.
Verdict:
Worst of all options — rebuild the harder parts (UI, SMS parser, notification) for no gain.
Summary
Summary
Option
CSV porting effort
App rewrite effort
Result quality
A (Node.js)
Medium (150 lines)
Minimal
Best
B (Python FastAPI)
None
High (full backend)
Worse
C (Hybrid)
None
Low + infra overhead
Overkill
D (Python Flask)
None
Very high
Worst
Option
A (Node.js)
B (Python FastAPI)
C (Hybrid)
D (Python Flask)
CSV porting effort
Medium (150 lines)
None
None
None
App rewrite effort
Minimal
High (full backend)
Low + infra overhead
Very high
Result quality
Best
Worse
Overkill
Worst
Option
CSV porting effort
App rewrite effort
Result quality
The CSV parser port (the only cost of Option A) is a one-time ~150 line exercise. Everything else in the plan reuses payments-logger code directly. That's why Node.js is the clear winner here.
Want to adjust the stack, or shall I proceed with Option A?
Message actions
ok sounds good. Implement all you suggested
Thinking
Thinking
Starting implementation. Let me first read all the reference files I'll need to copy from.
Read
parser.js
parser.js
Read
payments.js
payments.js
,
index.js
index.js
Read
App.jsx
App.jsx
Read
FilterBar.jsx
FilterBar.jsx
Read
PaymentTable.jsx
PaymentTable.jsx
Thinking
Thinking
Now let me read the remaining frontend files and the Dockerfile from payments-logger.
Read
main.jsx
main.jsx
Read
index.css
index.css
Read
package.json
package.json
Read
Dockerfile
Dockerfile
Read
Dockerfile
Dockerfile
Read
vite.config.js
vite.config.js
Read
tailwind.config.js
tailwind.config.js
Read
postcss.config.js
postcss.config.js
Thinking
Thinking
Read
index.html
index.html
Read
dskuploader.py
dskuploader.py
Thinking
Thinking
Let me also grab the remaining frontend components.
Read
PaymentCard.jsx
PaymentCard.jsx
Read
PaymentList.jsx
PaymentList.jsx
Read
schema.prisma
schema.prisma
Thinking
Thinking
Good, I have everything I need. Let me set up the todo list and start building.
Thinking
Thinking
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
Bash
Create finance-hub directory structure
IN
mkdir -p /volume2/docker/finance/finance-hub/backend/src/routes \
/volume2/docker/finance/finance-hub/backend/prisma/migrations/20260508_init \
/volume2/docker/finance/finance-hub/frontend/src/components && echo "done"
Copy code to clipboard
OUT
done
Write
docker-compose.yml
docker-compose.yml
45 lines
Write...
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|
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
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 }
```
**Key decisions:**
- No `User` model — Authentik owns identity.
- `currency`: `EUR` for SMS ingest, `BGN` for CSV uploads.
- `debitBgn`, `creditBgn`, `transactionType`, `payerAccount`: nullable CSV-only columns; INGEST rows store nulls. Avoids a union query for the unified list view.
- `balance` is always null for CSV rows (DSK export does not include running balance).
- Fresh consolidated migration — no data migration from reference apps required.
---
## API Routes
| Method | Path | Auth | Description |
|--------|------|------|-------------|
| GET | /api/health | public | Health check |
| POST | /api/payments/ingest | public | SMS or structured ingest (source=INGEST) |
| GET | /api/payments | required | List with filters/sort/pagination (+ source filter) |
| GET | /api/payments/meta/tags | required | All tags |
| GET | /api/payments/meta/filters | required | Filter options incl. `sources` array |
| GET | /api/payments/:id | required | Single payment |
| PATCH | /api/payments/:id | required | Update status |
| DELETE | /api/payments/:id | required | Delete |
| POST | /api/payments/:id/send | required | Send notification |
| POST | /api/payments/:id/skip | required | Skip |
| POST | /api/payments/:id/tags | required | Add/upsert tag |
| DELETE | /api/payments/:id/tags/:tagId | required | Remove tag |
| POST | /api/upload/csv | required | DSK CSV file upload (source=UPLOAD) |
---
## Key Implementation Details
### auth.js (replaces entire old auth module)
```js
const PUBLIC_PATHS = new Set(['/api/health', '/api/payments/ingest']);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) return res.status(401).json({ error: 'Unauthorized' });
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '').split(',').map(g => g.trim()).filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
```
### csvParser.js (port of dskuploader.py)
- `iconv-lite` decodes buffer as cp1251 (DSK Bank export encoding), falls back to UTF-8
- `csv-parse` parses the decoded text with `columns: true`
- Columns: `Дата`, `Вид на трансакцията`, `Основание`, `Дебит BGN`, `Кредит BGN`, `Наредител/Получател`, `Номер сметка на наредителя / получателя`
- Card extraction: regex `/^\d{6}x{6}\d{4}$/` on first token of `Основание`
- Skips rows where `Вид на трансакцията === 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ'`
- Auto-tags via keyword rules (ЗАПЛАТА→Salary, LIDL→Groceries, NETFLIX→Subscriptions, etc.) — same logic as Python `generate_tags()`
- Returns `{ rows: PaymentData[], skipped: number, errors: string[] }`
### payments.js changes from payments-logger
1. Add `source: 'INGEST'` and `currency` to the `/ingest` create call
2. Add `source` to the `GET /` where clause filter
3. Add `sources` to `meta/filters` response
4. Currency-aware amount formatting in notification message
5. Remove all JWT/auth references (no `/auth/register`, `/auth/login`)
### upload.js (new)
- `multer` memory storage, max 10 files × 10 MB
- Calls `parseDskCsv(buffer)` per file
- Upserts tags via `prisma.tag.upsert` then connects
- Returns `{ imported, skipped, errors, payments[] }`
### Frontend changes
- **Delete**: `auth.js`, `AuthProvider.jsx`
- **main.jsx**: Remove `<AuthProvider>` wrapper
- **App.jsx**: Replace `authFetch` with plain `fetch` (Authentik session cookie travels automatically); logout → `window.location.href = '/outpost.goauthentik.io/sign_out'`; add "Payments" / "Upload CSV" tab toggle
- **FilterBar.jsx**: Add source `<select>` (All / SMS Ingest / CSV Upload); widen grid to 5 cols
- **PaymentTable.jsx**: Add `Source` column with `SMS` (indigo) / `CSV` (emerald) badge; show `${amount} ${currency}` in amount cell
- **UploadPanel.jsx** (new): Drag-and-drop zone + file list + import button + result summary with error accordion; calls `POST /api/upload/csv` with `FormData`
---
## Docker Compose
```yaml
services:
db:
image: postgres:16-alpine
environment: { POSTGRES_USER: finance, POSTGRES_PASSWORD: [PASSWORD] POSTGRES_DB: finance_hub }
volumes: [pgdata:/var/lib/postgresql/data]
healthcheck: { test: pg_isready -U finance -d finance_hub, interval: 5s }
backend:
build: ./backend
environment:
DATABASE_URL: [CONNECTION_STRING]
PORT: "3001"
NOTIFIER_URL: ${NOTIFIER_URL}
NOTIFIER_CHANNEL: ${NOTIFIER_CHANNEL:-viber}
NOTIFY_DEFAULT_PHONE: ${NOTIFY_DEFAULT_PHONE}
TZ: ${TZ:-Europe/Sofia}
ports: ["${BACKEND_PORT:-3001}:3001"]
depends_on: { db: { condition: service_healthy } }
frontend:
build: ./frontend
ports: ["${FRONTEND_PORT:-5175}:5173"]
depends_on: [backend]
volumes: { pgdata: }
```
**NPM setup:** Frontend port proxied through Authentik forward auth. Backend port exposed separately (unprotected) so the public `/api/payments/ingest` remains reachable by iOS Shortcuts / SMS gateways without login.
---
## Environment Variables (.env)
```bash
[ENV_SECRET]
NOTIFIER_URL=[URL_WITH_CREDENTIALS] @default(autoincrement())
rawMessage String @map("raw_message")
date DateTime?
type String?
card String?
recipient String?
amount Float?
currency String? @default("EUR")
balance Float?
source Source @default(INGEST)
status Status @default(UNPROCESSED)
tags Tag[]
notifiedAt DateTime? @map("notified_at")
notifyPhone String? @map("notify_phone")
debitBgn Float? @map("debit_bgn")
creditBgn Float? @map("credit_bgn")
transactionType String? @map("transaction_type")
payerAccount String? @map("payer_account")
createdAt DateTime @default(now()) @map("created_at")
updatedAt DateTime @updatedAt @map("updated_at")
@@map("payments")
}
model Tag {
id Int @id @default(autoincrement())
name String @unique
color String @default("#6b7280")
payments Payment[]
@@map("tags")
}
enum Status {
UNPROCESSED
SENT
SKIPPED
}
enum Source {
INGEST
UPLOAD
}
Write
migration.sql
migration.sql
55 lines
-- CreateEnum
CREATE TYPE "Status" AS ENUM ('UNPROCESSED', 'SENT', 'SKIPPED');
CREATE TYPE "Source" AS ENUM ('INGEST', 'UPLOAD');
-- CreateTable
CREATE TABLE "payments" (
"id" SERIAL PRIMARY KEY,
"raw_message" TEXT NOT NULL,
"date" TIMESTAMP(3),
"type" TEXT,
"card" TEXT,
"recipient" TEXT,
"amount" DOUBLE PRECISION,
"currency" TEXT DEFAULT 'EUR',
"balance" DOUBLE PRECISION,
"source" "Source" NOT NULL DEFAULT 'INGEST',
"status" "Status" NOT NULL DEFAULT 'UNPROCESSED',
"notified_at" TIMESTAMP(3),
"notify_phone" TEXT,
"debit_bgn" DOUBLE PRECISION,
"credit_bgn" DOUBLE PRECISION,
"transaction_type" TEXT,
"payer_account" TEXT,
"created_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP
);
-- CreateTable
CREATE TABLE "tags" (
"id" SERIAL PRIMARY KEY,
"name" TEXT NOT NULL,
"color" TEXT NOT NULL DEFAULT '#6b7280'
);
-- CreateUniqueIndex
CREATE UNIQUE INDEX "tags_name_key" ON "tags"("name");
-- CreateTable (M2M join)
CREATE TABLE "_PaymentToTag" (
"A" INTEGER NOT NULL,
"B" INTEGER NOT NULL,
CONSTRAINT "_PaymentToTag_AB_pkey" PRIMARY KEY ("A", "B")
);
CREATE INDEX "_PaymentToTag_B_index" ON "_PaymentToTag"("B");
-- AddForeignKey
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_A_fkey"
FOREIGN KEY ("A") REFERENCES "payments"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "_PaymentToTag"
ADD CONSTRAINT "_PaymentToTag_B_fkey"
FOREIGN KEY ("B") REFERENCES "tags"("id") ON DELETE CASCADE ON UPDATE CASCADE;
Write
migration_lock.toml
migration_lock.toml
4 lines
# Please do not edit this file manually
# It should be added in your version-control system (e.g., Git)
provider = "postgresql"
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
package.json
package.json
26 lines
{
"name": "finance-hub-backend",
"version": "1.0.0",
"main": "src/index.js",
"scripts": {
"start": "node src/index.js",
"dev": "nodemon src/index.js",
"prisma:generate": "prisma generate",
"prisma:migrate": "prisma migrate deploy"
},
"dependencies": {
"@prisma/client": "^5.22.0",
"cors": "^2.8.5",
"csv-parse": "^5.5.6",
"express": "^4.21.1",
"express-rate-limit": "^7.4.0",
"iconv-lite": "^0.6.3",
"morgan": "^1.10.0",
"multer": "^1.4.5-lts.1"
},
"devDependencies": {
"nodemon": "^3.1.7",
"prisma": "^5.22.0"
}
}
Write
Dockerfile
Dockerfile
18 lines
FROM node:20-alpine
RUN apk add --no-cache openssl
WORKDIR /app
COPY package.json package-lock.json* ./
RUN npm install
COPY prisma ./prisma
RUN npx prisma generate
COPY src ./src
EXPOSE 3001
CMD ["sh", "-c", "npx prisma migrate deploy && node src/index.js"]
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
auth.js
auth.js
27 lines
const PUBLIC_PATHS = new Set([
'/api/health',
'/api/payments/ingest',
]);
function authentikMiddleware(req, res, next) {
if (PUBLIC_PATHS.has(req.path)) return next();
const username = req.headers['x-authentik-username'];
if (!username) {
return res.status(401).json({ error: 'Unauthorized — missing Authentik session' });
}
req.user = {
username,
email: req.headers['x-authentik-email'] || null,
groups: (req.headers['x-authentik-groups'] || '')
.split(',')
.map(g => g.trim())
.filter(Boolean),
};
next();
}
module.exports = { authentikMiddleware };
Write
parser.js
parser.js
104 lines
/**
* Parses SMS payment messages from Bulgarian banks (DSK Bank, etc.)
*
* Supported formats:
*
* POS / INTERNET / ECOM / P2P payment:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY s karta CARD na POS s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM withdrawal:
* DSK Bank. Na DD/MM/YYYY v HH:MM sa iztegleni AMOUNT CURRENCY s karta CARD ot ATM s adres: RECIPIENT. Nalichni: BALANCE CURRENCY.
*
* ATM utility payment (amount may include fee as AMOUNT/FEE):
* DSK Bank. Na DD/MM/YYYY v HH:MM sa plateni AMOUNT CURRENCY/FEE CURRENCY s karta CARD na ATM s adres:RECIPIENT. Nalichni: BALANCE CURRENCY.
*/
const LOCAL_TZ = process.env.TZ || 'Europe/Sofia';
/**
* Convert a local-timezone date/time to a UTC Date object.
* Uses Intl to resolve the actual UTC offset (DST-aware).
*/
function localToUtc(year, month, day, hour, minute) {
const naive = new Date(Date.UTC(year, month - 1, day, hour, minute, 0));
const formatter = new Intl.DateTimeFormat('en-US', {
timeZone: LOCAL_TZ,
year: 'numeric', month: '2-digit', day: '2-digit',
hour: '2-digit', minute: '2-digit', second: '2-digit',
hour12: false,
});
const parts = {};
formatter.formatToParts(naive).forEach(p => { parts[p.type] = p.value; });
const localAtNaive = new Date(Date.UTC(
parseInt(parts.year), parseInt(parts.month) - 1, parseInt(parts.day),
parseInt(parts.hour) % 24, parseInt(parts.minute), parseInt(parts.second),
));
const offsetMs = localAtNaive.getTime() - naive.getTime();
return new Date(Date.UTC(year, month - 1, day, hour, minute, 0) - offsetMs);
}
function parsePaymentSms(message) {
const result = {
rawMessage: message,
date: null,
type: null,
card: null,
recipient: null,
amount: null,
balance: null,
};
// Date and time: "Na DD/MM/YYYY v HH:MM"
const dateMatch = message.match(/Na (\d{2})\/(\d{2})\/(\d{4}) v (\d{2}):(\d{2})/i);
if (dateMatch) {
const [, day, month, year, hour, minute] = dateMatch;
result.date = localToUtc(
parseInt(year), parseInt(month), parseInt(day),
parseInt(hour), parseInt(minute),
);
}
// Card mask: "s karta 400915***4447" or "s karta 483890***7162"
const cardMatch = message.match(/s karta\s+([\d*]+)/i);
if (cardMatch) {
result.card = cardMatch[1];
}
// Transaction type: supports both prepositions
// "na POS" / "na ATM" / "na INTERNET" etc. (payment)
// "ot ATM" (withdrawal)
const typeMatch = message.match(/(?:na|ot)\s+(POS|ATM|INTERNET|ECOM|P2P)\b/i);
if (typeMatch) {
result.type = typeMatch[1].toUpperCase();
}
// Recipient address: "s adres: MERCHANT" or "s adres:MERCHANT" (no space variant)
const recipientMatch = message.match(/s adres:\s*([^.]+)\./i);
if (recipientMatch) {
result.recipient = recipientMatch[1].trim();
}
// Amount: handles both verbs and the AMOUNT/FEE suffix format
// "sa plateni 7.78 EUR"
// "sa iztegleni 400.00 EUR"
// "sa plateni 0.50 EUR/0.50 EUR" → captures 0.50 (the charged amount, ignoring fee)
const amountMatch = message.match(/sa (?:plateni|iztegleni)\s+([\d.,]+)\s+[A-Z]{3}/i);
if (amountMatch) {
result.amount = parseFloat(amountMatch[1].replace(',', '.'));
}
// Balance: "Nalichni: 2583.07 EUR."
const balanceMatch = message.match(/Nalichni:\s*([\d.,]+)\s+[A-Z]{3}/i);
if (balanceMatch) {
result.balance = parseFloat(balanceMatch[1].replace(',', '.'));
}
return result;
}
module.exports = { parsePaymentSms };
Write
csvParser.js
csvParser.js
175 lines
/**
* DSK Bank CSV parser — Node.js port of dskuploader.py
*
* DSK Bank exports use Windows-1251 (cp1251) encoding.
* Each row maps to a Payment record with source=UPLOAD, currency=BGN.
*/
const { parse } = require('csv-parse');
const iconv = require('iconv-lite');
const SKIP_TYPE = 'ТРАНСФЕР СОБСТВЕНИ СМЕТКИ';
const CARD_REGEX = /^\d{6}x{6}\d{4}$/;
const POS_REGEX = /^\s*ПЛАЩАНЕ\s+НА\s+ПОС\s+\d{2}\.\d{2}\.\d{4}\s+\d{2}:\d{2}/;
const COL = {
DATE: 'Дата',
TYPE: 'Вид на трансакцията',
REASON: 'Основание',
DEBIT: 'Дебит BGN',
CREDIT: 'Кредит BGN',
PAYEE: 'Наредител/Получател',
ACCT: 'Номер сметка на наредителя / получателя',
};
const TAG_RULES = [
['reason', 'ЗАПЛАТА', 'Salary'],
['reason', 'ТЕГЛЕНЕ НА ATM', 'ATM'],
['reason', 'ПЛАЩАНЕ ПО ЗАЕМ', 'Home Credit'],
['reason', 'АВТ.ТАКСА ОБСЛУЖВАНЕ', 'Bills'],
['transactionType', 'КОМУНАЛНИ УСЛУГИ', 'Bills'],
['payee', 'VIVACOM', 'Subscriptions'],
['payee', 'Google', 'Subscriptions'],
['payee', 'SkyShowtime', 'Subscriptions'],
['payee', 'NETFLIX', 'Subscriptions'],
['payee', 'LUKOIL', 'Bills'],
['payee', 'CityGate', 'Bills'],
['payee', 'CBA', 'Groceries'],
['payee', 'FANTASTICO', 'Groceries'],
['payee', 'LIDL', 'Groceries'],
];
function parseNum(val) {
if (val == null || val === '') return null;
if (typeof val === 'number') return isNaN(val) ? null : val;
const s = String(val).trim().replace(/\xa0/g, '').replace(/ /g, '').replace(',', '.');
const n = parseFloat(s);
return isNaN(n) ? null : n;
}
function parseDate(val) {
if (!val) return null;
const s = String(val).trim();
const m = s.match(/^(\d{2})\.(\d{2})\.(\d{4})$/);
if (m) {
return new Date(Date.UTC(parseInt(m[3]), parseInt(m[2]) - 1, parseInt(m[1])));
}
return null;
}
function processReasonAndCard(reason) {
if (!reason || typeof reason !== 'string') return { reason: '', card: null };
const parts = reason.trim().split(' ');
let card = null;
let cleanReason = reason.trim();
if (parts[0] && CARD_REGEX.test(parts[0])) {
card = parts[0];
cleanReason = parts.slice(1).join(' ').trim();
}
if (POS_REGEX.test(cleanReason)) {
const posParts = cleanReason.split('<br/>');
try {
const dateTime = posParts[0].split('ПОС ')[1];
cleanReason = `POS PAYMENT ${dateTime}`;
} catch (_) { /* keep original */ }
}
return { reason: cleanReason.replace(/\s+/g, ' ').trim(), card };
}
function generateTags(fields) {
const tags = new Set();
for (const [field, keyword, tagName] of TAG_RULES) {
if ((fields[field] || '').includes(keyword)) {
tags.add(tagName);
}
}
return Array.from(tags);
}
function processRow(row) {
const transactionType = (row[COL.TYPE] || '').trim();
if (transactionType === SKIP_TYPE) return null;
const { reason, card } = processReasonAndCard(row[COL.REASON]);
const payee = (row[COL.PAYEE] || '').trim();
const payerAccount = (row[COL.ACCT] || '').trim();
const debitBgn = parseNum(row[COL.DEBIT]);
const creditBgn = parseNum(row[COL.CREDIT]);
const date = parseDate(row[COL.DATE]);
const autoTags = generateTags({ reason, transactionType, payee, debitBgn, creditBgn });
const amount = debitBgn ?? creditBgn ?? null;
const rawMessage = [
row[COL.DATE] && `Date: ${row[COL.DATE]}`,
transactionType && `Type: ${transactionType}`,
payee && `Payee: ${payee}`,
debitBgn != null && `Debit: ${debitBgn} BGN`,
creditBgn != null && `Credit: ${creditBgn} BGN`,
].filter(Boolean).join(' | ');
return {
rawMessage,
date,
type: null,
card,
recipient: payee || null,
amount,
currency: 'BGN',
balance: null,
source: 'UPLOAD',
debitBgn,
creditBgn,
transactionType: transactionType || null,
payerAccount: payerAccount || null,
autoTags,
};
}
/**
* Parse a Buffer containing a DSK Bank CSV (cp1251 or UTF-8).
* Returns { rows, skipped, errors }.
*/
async function parseDskCsv(buffer) {
// Try cp1251 first (DSK Bank export encoding), fall back to UTF-8
let text = iconv.decode(buffer, 'cp1251');
if (!text.includes(COL.DATE)) {
text = buffer.toString('utf-8');
}
return new Promise((resolve, reject) => {
const rows = [];
const errors = [];
let skipped = 0;
const parser = parse(text, {
columns: true,
skip_empty_lines: true,
trim: true,
relax_column_count: true,
});
parser.on('readable', () => {
let record;
while ((record = parser.read()) !== null) {
try {
const row = processRow(record);
if (row === null) { skipped++; } else { rows.push(row); }
} catch (err) {
errors.push(err.message);
}
}
});
parser.on('error', reject);
parser.on('end', () => resolve({ rows, skipped, errors }));
});
}
module.exports = { parseDskCsv };
Write
index.js
index.js
39 lines
const express = require('express');
const cors = require('cors');
const morgan = require('morgan');
const rateLimit = require('express-rate-limit');
const { authentikMiddleware } = require('./auth');
const paymentsRouter = require('./routes/payments');
const uploadRouter = require('./routes/upload');
const app = express();
const PORT = process.env.PORT || 3001;
app.use(cors());
app.use(express.json({ limit: '16kb' }));
app.use(morgan('combined'));
// Rate-limit the public ingest endpoint before auth middleware
const ingestLimiter = rateLimit({
windowMs: 60 * 1000,
max: 200,
standardHeaders: true,
legacyHeaders: false,
message: { error: 'Too many requests, slow down' },
});
app.use('/api/payments/ingest', ingestLimiter);
// Authentik header auth (skips /api/health and /api/payments/ingest)
app.use(authentikMiddleware);
app.get('/api/health', (_req, res) => {
res.json({ status: 'ok', timestamp: new Date().toISOString() });
});
app.use('/api/payments', paymentsRouter);
app.use('/api/upload', uploadRouter);
app.listen(PORT, '[IP_ADDRESS]', () => {
console.log(`Finance Hub API running on port ${PORT}`);
});
Update Todos
Create folder structure and root config files
Write backend Prisma schema and migration
Write backend package.json and Dockerfile
Write backend src files (auth, parser, csvParser, index)
Write backend routes (payments.js, upload.js)
Write frontend config files
Write frontend React components
Build and verify with docker compose
Write
payments.js
payments.js
399 lines
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
...
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Code
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Design new payment-logge… — finance [SSH: nas]
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