payments-dashboard/src/slackAppHome.js

268 lines
7.8 KiB
JavaScript
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import { DynamoDBClient } from "@aws-sdk/client-dynamodb";
import { DynamoDBDocumentClient, GetCommand, ScanCommand } from "@aws-sdk/lib-dynamodb";
import { SSMClient, GetParameterCommand } from "@aws-sdk/client-ssm";
const ddb = DynamoDBDocumentClient.from(new DynamoDBClient());
const ssm = new SSMClient();
const TABLE_NAME = process.env.TABLE_NAME;
let cachedToken;
async function getSlackToken() {
if (cachedToken) return cachedToken;
const { Parameter } = await ssm.send(
new GetParameterCommand({
Name: process.env.SLACK_BOT_TOKEN_PARAM,
WithDecryption: true,
})
);
cachedToken = Parameter.Value;
return cachedToken;
}
export const handler = async (event) => {
const body = JSON.parse(event.body || "{}");
// Handle Slack URL verification challenge
if (body.type === "url_verification") {
return { statusCode: 200, body: body.challenge };
}
// Only process app_home_opened events
if (body.event?.type !== "app_home_opened") {
return { statusCode: 200, body: JSON.stringify({ ok: true }) };
}
const userId = body.event.user;
// Get metadata
const { Item: metadata } = await ddb.send(
new GetCommand({ TableName: TABLE_NAME, Key: { pk: "metadata" } })
);
// Scan all payment items
const payments = [];
let lastKey;
do {
const result = await ddb.send(
new ScanCommand({
TableName: TABLE_NAME,
FilterExpression: "begins_with(pk, :prefix)",
ExpressionAttributeValues: { ":prefix": "payment#" },
ExclusiveStartKey: lastKey,
})
);
payments.push(...result.Items);
lastKey = result.LastEvaluatedKey;
} while (lastKey);
if (!payments.length) {
return { statusCode: 200, body: JSON.stringify({ error: "No payment data" }) };
}
// Build and publish the home view
const view = buildHomeView(payments, metadata);
const slackToken = await getSlackToken();
const res = await fetch("https://slack.com/api/views.publish", {
method: "POST",
headers: {
Authorization: `Bearer ${slackToken}`,
"Content-Type": "application/json; charset=utf-8",
},
body: JSON.stringify({ user_id: userId, view }),
});
const data = await res.json();
if (!data.ok) {
console.error("Slack API error:", JSON.stringify(data));
return { statusCode: 500, body: JSON.stringify(data) };
}
return { statusCode: 200, body: JSON.stringify({ ok: true }) };
};
function buildHomeView(payments, metadata) {
const formatCurrency = (value) =>
new Intl.NumberFormat("en-US", { style: "currency", currency: "USD" }).format(
Number(value || 0)
);
const parseMDYLocal = (value) => {
if (!value) return null;
const parts = String(value).split("/");
if (parts.length !== 3) return null;
const [mm, dd, yyyy] = parts.map((p) => parseInt(p, 10));
if (!mm || !dd || !yyyy) return null;
return new Date(yyyy, mm - 1, dd);
};
const formatDisplayDate = (date) =>
date.toLocaleDateString("en-US", { weekday: "short", month: "short", day: "numeric" });
const today = new Date();
today.setHours(0, 0, 0, 0);
// Categorize payments
const scheduledChecks = [];
const scheduledACH = [];
const outstandingChecks = [];
const skipStatuses = ["voided", "cancelled", "canceled", "marked as void", "cleared"];
const ninetyDaysAgo = new Date(today);
ninetyDaysAgo.setDate(ninetyDaysAgo.getDate() - 90);
for (const p of payments) {
if (p.method !== "ACH" && p.method !== "Check") continue;
const dt = parseMDYLocal(p.send_payment_on);
if (!dt) continue;
const status = (p.status || "").toLowerCase();
if (skipStatuses.includes(status)) continue;
if (dt >= today) {
// Future — scheduled
if (p.method === "Check") scheduledChecks.push(p);
else scheduledACH.push(p);
} else if (p.method === "Check") {
// Past-due check not cleared — outstanding
outstandingChecks.push(p);
}
// Past-due ACH not cleared is ignored (should have been auto-cleared)
}
// Sort by date
const byDate = (a, b) => {
const da = parseMDYLocal(a.send_payment_on);
const db = parseMDYLocal(b.send_payment_on);
return (da || 0) - (db || 0);
};
scheduledChecks.sort(byDate);
scheduledACH.sort(byDate);
// Split outstanding into <=90 days and >90 days
const outstanding90 = outstandingChecks.filter((p) => parseMDYLocal(p.send_payment_on) >= ninetyDaysAgo);
const outstandingOver90 = outstandingChecks.filter((p) => parseMDYLocal(p.send_payment_on) < ninetyDaysAgo);
const buildScheduledBlocks = (title, emoji, items) => {
const total = items.reduce((sum, p) => sum + p.amount_usd, 0);
const blocks = [
{
type: "section",
text: {
type: "mrkdwn",
text: `*${emoji} ${title}*\n${items.length} payments • ${formatCurrency(total)}`,
},
},
{ type: "divider" },
];
if (!items.length) {
blocks.push({
type: "section",
text: { type: "mrkdwn", text: "_None_" },
});
blocks.push({ type: "divider" });
return blocks;
}
// Group by date
const grouped = {};
for (const p of items) {
const dt = parseMDYLocal(p.send_payment_on);
const key = dt ? dt.toISOString().split("T")[0] : "unknown";
if (!grouped[key]) grouped[key] = { date: dt, payments: [] };
grouped[key].payments.push(p);
}
for (const key of Object.keys(grouped).sort()) {
const group = grouped[key];
const dayTotal = group.payments.reduce((sum, p) => sum + p.amount_usd, 0);
const dateLabel = group.date ? formatDisplayDate(group.date) : "Unknown";
blocks.push({
type: "section",
fields: [
{ type: "mrkdwn", text: `*${dateLabel}*` },
{
type: "mrkdwn",
text: `${group.payments.length} payments • ${formatCurrency(dayTotal)}`,
},
],
});
}
blocks.push({ type: "divider" });
return blocks;
};
const buildOutstandingBlocks = () => {
const totalAll = outstandingChecks.reduce((sum, p) => sum + p.amount_usd, 0);
const blocks = [
{
type: "section",
text: {
type: "mrkdwn",
text: `*:warning: Outstanding Checks*\n${outstandingChecks.length} checks • ${formatCurrency(totalAll)}`,
},
},
{ type: "divider" },
];
if (!outstandingChecks.length) {
blocks.push({
type: "section",
text: { type: "mrkdwn", text: "_None_" },
});
blocks.push({ type: "divider" });
return blocks;
}
const total90 = outstanding90.reduce((sum, p) => sum + p.amount_usd, 0);
const totalOver90 = outstandingOver90.reduce((sum, p) => sum + p.amount_usd, 0);
blocks.push({
type: "section",
fields: [
{ type: "mrkdwn", text: `*90 days or less*` },
{ type: "mrkdwn", text: `${outstanding90.length} checks • ${formatCurrency(total90)}` },
],
});
blocks.push({
type: "section",
fields: [
{ type: "mrkdwn", text: `*Over 90 days*` },
{ type: "mrkdwn", text: `${outstandingOver90.length} checks • ${formatCurrency(totalOver90)}` },
],
});
blocks.push({ type: "divider" });
return blocks;
};
return {
type: "home",
blocks: [
{
type: "header",
text: { type: "plain_text", text: "Payments Dashboard" },
},
{
type: "context",
elements: [
{ type: "mrkdwn", text: `*Last updated:* ${metadata?.last_updated || "N/A"}` },
{ type: "mrkdwn", text: `*Source:* ${metadata?.file_name || "N/A"}` },
],
},
{ type: "divider" },
...buildScheduledBlocks("Scheduled Checks", ":calendar:", scheduledChecks),
...buildScheduledBlocks("Scheduled ACH", ":calendar:", scheduledACH),
...buildOutstandingBlocks(),
],
};
}