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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');
...
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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]
|
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|
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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)
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Remote Explorer
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Claude Code
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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)
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Run and Debug (⇧⌘D)
Remote Explorer
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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)
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Remote Explorer
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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)
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Run and Debug (⇧⌘D)
Remote Explorer
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Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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('../pa...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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('../pa...
|
Code
|
Design new payment-logge… — finance [SSH: nas]
|
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EXPLORER
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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...
|
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...
|
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...
|
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...
|
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...
|
Code
|
.env — 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...
|
Code
|
.env — 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
co...
|
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
...
|
Code
|
.env — 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
...
|
Code
|
.env — 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
...
|
Code
|
.env — 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
...
|
Code
|
.env — 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...
|
Code
|
.env — 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...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── 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
3...
|
Code
|
report(1).csv — 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)...
|
Code
|
report(1).csv — 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] "^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
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/volume2/docker/finance/auth/auth/db/base/1/2601_fsm
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/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
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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
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IN
find /volume2/docker/payments-logger -type f | sort
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/dsk-uploader/notion_connector/re...
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_builder.py
/volume2/docker/dsk-uploader/notion_connector/resources/__init__.py
/volume2/docker/dsk-uploader/notion_connector/re...
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Code
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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/volume2/docker/finance/auth/auth/db/base/1/174
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/volume2/docker/finance/auth/auth/db/base/1/2187
/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
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/volume2/docker/finance/auth/auth/db/base/1/2602
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/volume2/docker/finance/auth/auth/db/base/1/2604
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/volume2/docker/finance/auth/auth/db/base/1/2611
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/volume2/docker/finance/auth/auth/db/base/1/2620
/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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
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Explorer (⇧⌘E)
Search (⇧⌘F)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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/
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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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
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/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
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/volume2/docker/finance/auth/auth/db/base/1/1259_vm
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/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
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/volume2/docker/finance/auth/auth/db/base/1/13462_vm
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/volume2/docker/finance/auth/auth/db/base/1/13467
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/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
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/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
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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
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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
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List all files in dsk-uploader directory
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
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Code
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.env — 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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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
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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
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/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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
/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/
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
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Remote Explorer
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
/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/1/2612_vm
/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
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/volume2/docker/finance/auth/auth/db/base/1/2615_vm
/volume2/docker/finance/auth/auth/db/base/1/2616
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/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
/volume2/docker/finance/auth/auth/db/base/1/2617_fsm
/volume2/docker/finance/auth/auth/db/base/1/2617_vm
/volume2/docker/finance/auth/auth/db/base/1/2618
/volume2/docker/finance/auth/auth/db/base/1/2618_fsm
/volume2/docker/finance/auth/auth/db/base/1/2618_vm
/volume2/docker/finance/auth/auth/db/base/1/2619
/volume2/docker/finance/auth/auth/db/base/1/2619_fsm
/volume2/docker/finance/auth/auth/db/base/1/2619_vm
/volume2/docker/finance/auth/auth/db/base/1/2620
/volume2/docker/finance/auth/auth/db/base/1/2650
/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
Bash
List docker directory contents
IN
ls -la /volume2/docker/
Copy code to clipboard
OUT
total 40
drwxrwxrwx 1 root root 1160 May 8 21:05 .
drwxr-xr-x 1 root root 246 Apr 6 19:54 ..
drwxrwxrwx 1 Adm1n admin 20 Jul 28 2025 adguard
drwxrwxrwx 1 Adm1n admin 66 Apr 5 13:14 ai-stack
drwxrwxrwx 1 Adm1n admin 12 Aug 1 2025 app-db
drwxrwxr-x 1 appflowy users 138 Dec 14 18:21 appflowy
drwxrwxrwx 1 Adm1n admin 72 May 6 14:55 audiobookshelf
drwxrwxrwx 1 Adm1n admin 128 Mar 30 19:52 auth
drwxrwxrwx 1 Adm1n admin 102 May 8 21:02 beszel
drwxrwxrwx 1 Adm1n admin 38 Jun 16 2025 bitwarden
drwxrwxrwx 1 Adm1n admin 36 Aug 25 2025 dawarich
drwxrwxrwx 1 Adm1n admin 322 Aug 15 2025 dsk-uploader
-rwxrwxrwx 1 Adm1n admin 10244 Oct 29 2025 .DS_Store
drwxrwxrwx 1 Adm1n admin 62 May 8 21:10 finance
drwxrwxrwx 1 Adm1n admin 92 Aug 19 2025 flask-app
drwxrwxrwx 1 Adm1n admin 308 Oct 7 2025 garmin-connector
drwxrwxrwx 1 Adm1n admin 12 Jul 18 2025 gitea
drwxrwxrwx 1 Adm1n admin 0 Feb 16 19:30 health
drwxrwxrwx 1 Adm1n admin 220 Feb 16 21:09 health-tracker
drwxrwxrwx 1 Adm1n admin 0 Oct 31 2025 homarr
drwxrwxrwx 1 Adm1n admin 146 Mar 7 20:46 hst
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Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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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
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
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/volume2/docker/finance/auth/auth/db/base/1/13467_vm
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/volume2/docker/finance/auth/auth/db/base/1/1417
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/volume2/docker/finance/auth/auth/db/base/1/174
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/volume2/docker/finance/auth/auth/db/base/1/2187
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/volume2/docker/finance/auth/auth/db/base/1/2651
/volume2/docker/finance/auth/auth/db/base/1/2652
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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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
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.env — 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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/main.jsx
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OUT
import React from 'react';
import ReactDOM from 'react-dom/client';
import App from './App';
import { AuthProvider } from './components/AuthProvider';
import './index.css';
ReactDOM.createRoot(document.getElementById('root')).render(
<React.StrictMode>
<AuthProvider>
<App />
</AuthProvider>
</React.StrictMode>
);
Bash
IN
find /volume2/docker/finance/payments-logger/frontend/src -name "*.jsx" -o -name "*.js" | head -20
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OUT
/volume2/docker/finance/payments-logger/frontend/src/App.jsx
/volume2/docker/finance/payments-logger/frontend/src/auth.js
/volume2/docker/finance/payments-logger/frontend/src/main.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/finance/payments-logger/frontend/src/components/PaymentTable.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Read
AuthProvider.jsx
AuthProvider.jsx
Bash
IN
head -50 /volume2/docker/finance/payments-logger/frontend/src/App.jsx
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OUT
import React, { useState, useEffect, useCallback } from 'react';
import { CreditCard, RefreshCw, LogOut } from 'lucide-react';
import FilterBar from './components/FilterBar';
import PaymentTable from './components/PaymentTable';
import { useAuth } from './components/AuthProvider';
const API_BASE = '/api/payments';
export default function App() {
const { logout, getToken } = useAuth();
const [payments, setPayments] = useState([]);
const [total, setTotal] = useState(0);
const [page, setPage] = useState(1);
const [filters, setFilters] = useState({});
const [sortBy, setSortBy] = useState('createdAt');
const [sortDir, setSortDir] = useState('desc');
const [filterOptions, setFilterOptions] = useState({ types: [], recipients: [], tags: [] });
const [loading, setLoading] = useState(false);
const authFetch = useCallback(async (url, options = {}) => {
const token = await getToken();
const headers = { ...(options.headers || {}) };
if (token) headers['Authorization'] = `Bearer ${token}`;
return fetch(url, { ...options, headers });
}, [getToken]);
const fetchPayments = useCallback(async () => {
setLoading(true);
try {
const params = new URLSearchParams();
params.set('page', page);
params.set('limit', 50);
params.set('sortBy', sortBy);
params.set('sortDir', sortDir);
Object.entries(filters).forEach(([key, val]) => {
if (val) params.set(key, val);
});
const res = await authFetch(`${API_BASE}?${params}`);
const data = await res.json();
setPayments(data.payments || []);
setTotal(data.total || 0);
} catch (err) {
console.error('Failed to fetch payments:', err);
} finally {
setLoading(false);
}
}, [page, filters, sortBy, sortDir, authFetch]);
const fetchFilterOptions = useCallback(async () => {
try {
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docker-compose.yml
docker-compose.yml
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Dockerfile
Dockerfile
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.env.example
.env.example
Read
app.py
app.py
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
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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
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
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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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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] "^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
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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
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
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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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
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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
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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
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/volume2/docker/finance/auth/auth/db/base/1/2609_fsm
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/volume2/docker/finance/auth/auth/db/base/1/2611
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/volume2/docker/finance/auth/auth/db/base/1/2613
/volume2/docker/finance/auth/auth/db/base/1/2615
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/volume2/docker/finance/auth/auth/db/base/1/2616
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/volume2/docker/finance/auth/auth/db/base/1/2616_vm
/volume2/docker/finance/auth/auth/db/base/1/2617
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/volume2/docker/finance/auth/auth/db/base/1/2618
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/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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
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/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
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/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
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/volume2/docker/finance/auth/auth/db/base/1/13476
/volume2/docker/finance/auth/auth/db/base/1/1417
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/volume2/docker/finance/auth/auth/db/base/1/174
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/volume2/docker/finance/auth/auth/db/base/1/2187
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/volume2/docker/finance/auth/auth/db/base/1/2651
/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
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OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
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Code
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.env — 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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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/
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
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/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/1/2607_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/1/2609_fsm
/volume2/docker/finance/auth/auth/db/base/1/2609_vm
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/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
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/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
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/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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
|
Explorer (⇧⌘E)
Search (⇧⌘F)
Source Control (⌃⇧ Explorer (⇧⌘E)
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Remote Explorer
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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
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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
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
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/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
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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/1/2609_vm
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/volume2/docker/finance/auth/auth/db/base/1/2610_vm
/volume2/docker/finance/auth/auth/db/base/1/2611
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/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_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
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Bash
List all files in payments-logger directory
IN
find /volume2/docker/payments-logger -type f | sort
Copy code to clipboard
OUT
/volume2/docker/payments-logger/API.md
/volume2/docker/payments-logger/backend/Dockerfile
/volume2/docker/payments-logger/backend/.dockerignore
/volume2/docker/payments-logger/backend/package.json
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_init/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260210_simplify/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260222_add_card/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/20260508_add_users/migration.sql
/volume2/docker/payments-logger/backend/prisma/migrations/migration_lock.toml
/volume2/docker/payments-logger/backend/prisma/schema.prisma
/volume2/docker/payments-logger/backend/src/auth.js
/volume2/docker/payments-logger/backend/src/index.js
/volume2/docker/payments-logger/backend/src/parser.js
/volume2/docker/payments-logger/backend/src/routes/payments.js
/volume2/docker/payments-logger/.claude/settings.local.json
/volume2/docker/payments-logger/docker-compose.yml
/volume2/docker/payments-logger/.env
/volume2/docker/payments-logger/.env.example
/volume2/docker/payments-logger/frontend/Dockerfile
/volume2/docker/payments-logger/frontend/.dockerignore
/volume2/docker/payments-logger/frontend/index.html
/volume2/docker/payments-logger/frontend/package.json
/volume2/docker/payments-logger/frontend/postcss.config.js
/volume2/docker/payments-logger/frontend/src/App.jsx
/volume2/docker/payments-logger/frontend/src/auth.js
/volume2/docker/payments-logger/frontend/src/components/AuthProvider.jsx
/volume2/docker/payments-logger/frontend/src/components/FilterBar.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentCard.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentList.jsx
/volume2/docker/payments-logger/frontend/src/components/PaymentTable.jsx
/volume2/docker/payments-logger/frontend/src/index.css
/volume2/docker/payments-logger/frontend/src/main.jsx
/volume2/docker/payments-logger/frontend/tailwind.config.js
/volume2/docker/payments-logger/frontend/vite.config.js
/volume2/docker/payments-logger/.gitignore
/volume2/docker/payments-logger/README.md
Bash
List all files in dsk-uploader directory
IN
find /volume2/docker/dsk-uploader -type f | sort
Copy code to clipboard
OUT
/volume2/docker/dsk-uploader/app_flask.py
/volume2/docker/dsk-uploader/app.py
/volume2/docker/dsk-uploader/docker-compose.yml
/volume2/docker/dsk-uploader/Dockerfile
/volume2/docker/dsk-uploader/.dockerignore
/volume2/docker/dsk-uploader/dskuploader.py
/volume2/docker/dsk-uploader/.env
/volume2/docker/dsk-uploader/.env.example
/volume2/docker/dsk-uploader/.git/COMMIT_EDITMSG
/volume2/docker/dsk-uploader/.git/config
/volume2/docker/dsk-uploader/.git/description
/volume2/docker/dsk-uploader/.git/FETCH_HEAD
/volume2/docker/dsk-uploader/.git/HEAD
/volume2/docker/dsk-uploader/.git/hooks/applypatch-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/fsmonitor-watchman.sample
/volume2/docker/dsk-uploader/.git/hooks/post-update.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-applypatch.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-merge-commit.sample
/volume2/docker/dsk-uploader/.git/hooks/prepare-commit-msg.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-push.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-rebase.sample
/volume2/docker/dsk-uploader/.git/hooks/pre-receive.sample
/volume2/docker/dsk-uploader/.git/hooks/push-to-checkout.sample
/volume2/docker/dsk-uploader/.git/hooks/update.sample
/volume2/docker/dsk-uploader/.gitignore
/volume2/docker/dsk-uploader/.git/index
/volume2/docker/dsk-uploader/.git/info/exclude
/volume2/docker/dsk-uploader/.git/logs/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/heads/main
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/logs/refs/remotes/origin/main
/volume2/docker/dsk-uploader/.git/objects/0b/918bed65202bedaa9fa092e539d607be2eea65
/volume2/docker/dsk-uploader/.git/objects/11/b908125d2f0feebf7aca6d24e127f334bce611
/volume2/docker/dsk-uploader/.git/objects/56/a2766ae5422b18e5b1a418fd231ad12fef08e6
/volume2/docker/dsk-uploader/.git/objects/65/386fd3b4ac62094500e21c23845d05b9d18a4f
/volume2/docker/dsk-uploader/.git/objects/7b/2d7b18213f9516ec4544f309772ee4808146bb
/volume2/docker/dsk-uploader/.git/objects/7c/3f071fef98751a68b7d93779f76cf5d5aa8ebf
/volume2/docker/dsk-uploader/.git/objects/85/b5483672f68c327c39ea8c29e94ae8b22b7bbf
/volume2/docker/dsk-uploader/.git/objects/8e/a1cbf78eae8a86c5990d0582db1847c0226b56
/volume2/docker/dsk-uploader/.git/objects/ed/8e93af8cc77c7a85f87a9f37573c51b839e571
/volume2/docker/dsk-uploader/.git/objects/ee/3d5f92e57deec809abda371386e371f32de9bb
/volume2/docker/dsk-uploader/.git/objects/f3/98248da8f4911d463d9a33155fcf58a65092cc
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.idx
/volume2/docker/dsk-uploader/.git/objects/pack/pack-ed5aca57f7f3b56e67172d9fb90e685087770006.pack
/volume2/docker/dsk-uploader/.git/ORIG_HEAD
/volume2/docker/dsk-uploader/.git/packed-refs
/volume2/docker/dsk-uploader/.git/refs/heads/main
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/HEAD
/volume2/docker/dsk-uploader/.git/refs/remotes/origin/main
/volume2/docker/dsk-uploader/notion_connector/client.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/exceptions.py
/volume2/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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Explorer (⇧⌘E)
Search (⇧⌘F)
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2
Claude Code
Containers
EXPLORER
EXPLORER
Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
finance-hub
backend
frontend
.env
.env.example
.gitignore
docker-compose.yml
payments-logger
Outline Section
OUTLINE
OUTLINE
Timeline Section
TIMELINE
TIMELINE
docker-compose.yml, Editor Group 1
.env, Editor Group 1
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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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
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
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/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
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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/docker/dsk-uploader/notion_connector/exceptions/__init__.py
/volume2/docker/dsk-uploader/notion_connector/__init__.py
/volume2/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
|
Code
|
.env — finance [SSH: nas]
|
NULL
|
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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
# ── Database ───────────────────────────────────────────────────────────────────
[ENV_SECRET]
# ── Notifier service ──────────────────────────────────────────────────────────
NOTIFIER_URL=[URL_WITH_CREDENTIALS] "^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
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/docker/dsk-uploader/notion_connector/resources/block_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/block.py
/volume2/docker/dsk-uploader/notion_connector/resources/database_property.py
/volume2/docker/dsk-uploader/notion_connector/resources/database.py
/volume2/docker/dsk-uploader/notion_connector/resources/filter_bui...
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.env — finance [SSH: nas]
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