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https://github.com/Sea-Haven-Industries/payments-dashboard.git
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Collapsible dashboard sections and clean up BoA audit log (#22)
* Make dashboard sections collapsible and clean up BoA audit log - Scheduled Checks, Scheduled ACH, and Outstanding Checks sections default to collapsed with summary line; Expand/Collapse button toggles detail view via private_metadata state - Filter backfill failure records from BoA submissions display - Limit Recent BoA Submissions to 5 most recent entries * Share Slack home publish pipeline Co-authored-by: Adam Moussa <amoussa1229@users.noreply.github.com> --------- Co-authored-by: Cursor Agent <cursoragent@cursor.com> Co-authored-by: Adam Moussa <amoussa1229@users.noreply.github.com>
This commit is contained in:
Adam Moussa
GitHub
parent
491d29de1e
commit
b7feb4a914
1 changed files with 62 additions and 32 deletions
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@ -134,7 +134,7 @@ export const handler = async (event) => {
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return { statusCode: 200, body: body.challenge };
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}
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// Handle button clicks → open modal
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// Handle button clicks → toggle sections or open modal
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if (body.type === "block_actions") {
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return handleBlockAction(body);
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}
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@ -146,6 +146,10 @@ export const handler = async (event) => {
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const userId = body.event.user;
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return publishHomeView(userId, []);
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};
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async function publishHomeView(userId, expanded) {
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const { Item: metadata } = await ddb.send(
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new GetCommand({ TableName: TABLE_NAME, Key: { pk: "metadata" } })
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);
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@ -159,7 +163,7 @@ export const handler = async (event) => {
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return { statusCode: 200, body: JSON.stringify({ error: "No payment data" }) };
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}
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const view = buildHomeView(payments, metadata, boaTransactions);
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const view = buildHomeView(payments, metadata, boaTransactions, expanded);
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const slackToken = await getSlackToken();
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const res = await fetch("https://slack.com/api/views.publish", {
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@ -179,7 +183,7 @@ export const handler = async (event) => {
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}
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return { statusCode: 200, body: JSON.stringify({ ok: true }) };
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};
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}
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// --- Block action handler (button clicks) ---
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@ -190,6 +194,19 @@ async function handleBlockAction(body) {
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const triggerId = body.trigger_id;
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const actionId = action.action_id;
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// Toggle section expand/collapse → re-publish home view
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if (actionId.startsWith("toggle_section_")) {
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const section = actionId.replace("toggle_section_", "");
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const meta = JSON.parse(body.view?.private_metadata || "{}");
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const expanded = Array.isArray(meta.expanded) ? [...meta.expanded] : [];
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const idx = expanded.indexOf(section);
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if (idx >= 0) expanded.splice(idx, 1);
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else expanded.push(section);
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const userId = body.user?.id;
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return publishHomeView(userId, expanded);
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}
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const payments = await scanPayments();
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const { today, daysSince, scheduledChecks, scheduledACH, bucketedOutstanding } = categorizePayments(payments);
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@ -302,8 +319,9 @@ async function scanBoATransactions() {
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items.push(...result.Items);
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lastKey = result.LastEvaluatedKey;
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} while (lastKey);
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items.sort((a, b) => (b.timestamp || "").localeCompare(a.timestamp || ""));
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return items.slice(0, 10);
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const filtered = items.filter((t) => !(t.backfill && !t.success));
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filtered.sort((a, b) => (b.timestamp || "").localeCompare(a.timestamp || ""));
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return filtered.slice(0, 5);
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}
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// --- Scan all payments from DynamoDB ---
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@ -354,7 +372,7 @@ function buildBoABlocks(transactions) {
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{
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type: "mrkdwn",
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text: transactions.length
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? `Last ${transactions.length} submission${transactions.length !== 1 ? "s" : ""} · retained 90 days`
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? `Last ${transactions.length} submission${transactions.length !== 1 ? "s" : ""} · 90-day retention`
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: "No submissions in the last 90 days",
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},
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],
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@ -393,28 +411,34 @@ function buildBoABlocks(transactions) {
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return blocks;
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}
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function buildHomeView(payments, metadata, boaTransactions = []) {
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function buildHomeView(payments, metadata, boaTransactions = [], expanded = []) {
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const { today, daysSince, scheduledChecks, scheduledACH, outstandingChecks, bucketedOutstanding } = categorizePayments(payments);
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const isExpanded = (key) => expanded.includes(key);
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const buildScheduledBlocks = (title, emoji, items, methodKey) => {
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const buildScheduledBlocks = (title, emoji, items, sectionKey, methodKey) => {
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const total = items.reduce((sum, p) => sum + p.amount_usd, 0);
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const open = isExpanded(sectionKey);
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const blocks = [
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{
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type: "header",
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text: { type: "plain_text", text: `${emoji} ${title}` },
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},
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{
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type: "context",
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elements: [
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{
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type: "mrkdwn",
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text: `${items.length} payment${items.length !== 1 ? "s" : ""} · ${formatCurrency(total)} total`,
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},
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],
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type: "section",
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text: {
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type: "mrkdwn",
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text: `${open ? ":large_orange_diamond:" : ":small_orange_diamond:"} ${emoji} *${title}* · ${items.length} payment${items.length !== 1 ? "s" : ""} · ${formatCurrency(total)}`,
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},
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accessory: {
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type: "button",
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text: { type: "plain_text", text: open ? "Collapse" : "Expand" },
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action_id: `toggle_section_${sectionKey}`,
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},
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},
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];
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if (!open) {
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blocks.push({ type: "divider" });
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return blocks;
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}
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if (!items.length) {
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blocks.push({
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type: "section",
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@ -460,23 +484,28 @@ function buildHomeView(payments, metadata, boaTransactions = []) {
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const buildOutstandingBlocks = () => {
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const totalAll = outstandingChecks.reduce((sum, p) => sum + p.amount_usd, 0);
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const open = isExpanded("outstanding");
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const blocks = [
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{
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type: "header",
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text: { type: "plain_text", text: ":warning: Outstanding Checks" },
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},
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{
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type: "context",
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elements: [
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{
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type: "mrkdwn",
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text: `${outstandingChecks.length} check${outstandingChecks.length !== 1 ? "s" : ""} · ${formatCurrency(totalAll)} total`,
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},
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],
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type: "section",
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text: {
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type: "mrkdwn",
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text: `${open ? ":large_orange_diamond:" : ":small_orange_diamond:"} :warning: *Outstanding Checks* · ${outstandingChecks.length} check${outstandingChecks.length !== 1 ? "s" : ""} · ${formatCurrency(totalAll)}`,
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},
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accessory: {
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type: "button",
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text: { type: "plain_text", text: open ? "Collapse" : "Expand" },
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action_id: "toggle_section_outstanding",
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},
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},
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];
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if (!open) {
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blocks.push({ type: "divider" });
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return blocks;
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}
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if (!outstandingChecks.length) {
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blocks.push({
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type: "section",
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@ -517,6 +546,7 @@ function buildHomeView(payments, metadata, boaTransactions = []) {
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return {
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type: "home",
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private_metadata: JSON.stringify({ expanded }),
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blocks: [
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{
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type: "header",
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@ -555,8 +585,8 @@ function buildHomeView(payments, metadata, boaTransactions = []) {
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],
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},
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{ type: "divider" },
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...buildScheduledBlocks("Scheduled Checks", ":ledger:", scheduledChecks, "checks"),
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...buildScheduledBlocks("Scheduled ACH", ":electric_plug:", scheduledACH, "ach"),
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...buildScheduledBlocks("Scheduled Checks", ":ledger:", scheduledChecks, "scheduled_checks", "checks"),
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...buildScheduledBlocks("Scheduled ACH", ":electric_plug:", scheduledACH, "scheduled_ach", "ach"),
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...buildOutstandingBlocks(),
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...buildBoABlocks(boaTransactions),
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],
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