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>

src/slackAppHome.js

@@ -134,7 +134,7 @@ export const handler = async (event) => {
     return { statusCode: 200, body: body.challenge };
   }
 
-  // Handle button clicks → open modal
+  // Handle button clicks → toggle sections or open modal
   if (body.type === "block_actions") {
     return handleBlockAction(body);
   }
@@ -146,6 +146,10 @@ export const handler = async (event) => {
 
   const userId = body.event.user;
 
+  return publishHomeView(userId, []);
+};
+
+async function publishHomeView(userId, expanded) {
   const { Item: metadata } = await ddb.send(
     new GetCommand({ TableName: TABLE_NAME, Key: { pk: "metadata" } })
   );
@@ -159,7 +163,7 @@ export const handler = async (event) => {
     return { statusCode: 200, body: JSON.stringify({ error: "No payment data" }) };
   }
 
-  const view = buildHomeView(payments, metadata, boaTransactions);
+  const view = buildHomeView(payments, metadata, boaTransactions, expanded);
   const slackToken = await getSlackToken();
 
   const res = await fetch("https://slack.com/api/views.publish", {
@@ -179,7 +183,7 @@ export const handler = async (event) => {
   }
 
   return { statusCode: 200, body: JSON.stringify({ ok: true }) };
-};
+}
 
 // --- Block action handler (button clicks) ---
 
@@ -190,6 +194,19 @@ async function handleBlockAction(body) {
   const triggerId = body.trigger_id;
   const actionId = action.action_id;
 
+  // Toggle section expand/collapse → re-publish home view
+  if (actionId.startsWith("toggle_section_")) {
+    const section = actionId.replace("toggle_section_", "");
+    const meta = JSON.parse(body.view?.private_metadata || "{}");
+    const expanded = Array.isArray(meta.expanded) ? [...meta.expanded] : [];
+    const idx = expanded.indexOf(section);
+    if (idx >= 0) expanded.splice(idx, 1);
+    else expanded.push(section);
+
+    const userId = body.user?.id;
+    return publishHomeView(userId, expanded);
+  }
+
   const payments = await scanPayments();
   const { today, daysSince, scheduledChecks, scheduledACH, bucketedOutstanding } = categorizePayments(payments);
 
@@ -302,8 +319,9 @@ async function scanBoATransactions() {
     items.push(...result.Items);
     lastKey = result.LastEvaluatedKey;
   } while (lastKey);
-  items.sort((a, b) => (b.timestamp || "").localeCompare(a.timestamp || ""));
+  const filtered = items.filter((t) => !(t.backfill && !t.success));
-  return items.slice(0, 10);
+  filtered.sort((a, b) => (b.timestamp || "").localeCompare(a.timestamp || ""));
+  return filtered.slice(0, 5);
 }
 
 // --- Scan all payments from DynamoDB ---
@@ -354,7 +372,7 @@ function buildBoABlocks(transactions) {
         {
           type: "mrkdwn",
           text: transactions.length
-            ? `Last ${transactions.length} submission${transactions.length !== 1 ? "s" : ""}  ·  retained 90 days`
+            ? `Last ${transactions.length} submission${transactions.length !== 1 ? "s" : ""}  ·  90-day retention`
             : "No submissions in the last 90 days",
         },
       ],
@@ -393,28 +411,34 @@ function buildBoABlocks(transactions) {
   return blocks;
 }
 
-function buildHomeView(payments, metadata, boaTransactions = []) {
+function buildHomeView(payments, metadata, boaTransactions = [], expanded = []) {
   const { today, daysSince, scheduledChecks, scheduledACH, outstandingChecks, bucketedOutstanding } = categorizePayments(payments);
+  const isExpanded = (key) => expanded.includes(key);
 
-  const buildScheduledBlocks = (title, emoji, items, methodKey) => {
+  const buildScheduledBlocks = (title, emoji, items, sectionKey, methodKey) => {
     const total = items.reduce((sum, p) => sum + p.amount_usd, 0);
+    const open = isExpanded(sectionKey);
 
     const blocks = [
       {
-        type: "header",
+        type: "section",
-        text: { type: "plain_text", text: `${emoji}  ${title}` },
+        text: {
-      },
-      {
-        type: "context",
-        elements: [
-          {
           type: "mrkdwn",
-            text: `${items.length} payment${items.length !== 1 ? "s" : ""}  ·  ${formatCurrency(total)} total`,
+          text: `${open ? ":large_orange_diamond:" : ":small_orange_diamond:"} ${emoji}  *${title}*  ·  ${items.length} payment${items.length !== 1 ? "s" : ""}  ·  ${formatCurrency(total)}`,
+        },
+        accessory: {
+          type: "button",
+          text: { type: "plain_text", text: open ? "Collapse" : "Expand" },
+          action_id: `toggle_section_${sectionKey}`,
         },
-        ],
       },
     ];
 
+    if (!open) {
+      blocks.push({ type: "divider" });
+      return blocks;
+    }
+
     if (!items.length) {
       blocks.push({
         type: "section",
@@ -460,23 +484,28 @@ function buildHomeView(payments, metadata, boaTransactions = []) {
 
   const buildOutstandingBlocks = () => {
     const totalAll = outstandingChecks.reduce((sum, p) => sum + p.amount_usd, 0);
+    const open = isExpanded("outstanding");
 
     const blocks = [
       {
-        type: "header",
+        type: "section",
-        text: { type: "plain_text", text: ":warning:  Outstanding Checks" },
+        text: {
-      },
-      {
-        type: "context",
-        elements: [
-          {
           type: "mrkdwn",
-            text: `${outstandingChecks.length} check${outstandingChecks.length !== 1 ? "s" : ""}  ·  ${formatCurrency(totalAll)} total`,
+          text: `${open ? ":large_orange_diamond:" : ":small_orange_diamond:"} :warning:  *Outstanding Checks*  ·  ${outstandingChecks.length} check${outstandingChecks.length !== 1 ? "s" : ""}  ·  ${formatCurrency(totalAll)}`,
+        },
+        accessory: {
+          type: "button",
+          text: { type: "plain_text", text: open ? "Collapse" : "Expand" },
+          action_id: "toggle_section_outstanding",
         },
-        ],
       },
     ];
 
+    if (!open) {
+      blocks.push({ type: "divider" });
+      return blocks;
+    }
+
     if (!outstandingChecks.length) {
       blocks.push({
         type: "section",
@@ -517,6 +546,7 @@ function buildHomeView(payments, metadata, boaTransactions = []) {
 
   return {
     type: "home",
+    private_metadata: JSON.stringify({ expanded }),
     blocks: [
       {
         type: "header",
@@ -555,8 +585,8 @@ function buildHomeView(payments, metadata, boaTransactions = []) {
         ],
       },
       { type: "divider" },
-      ...buildScheduledBlocks("Scheduled Checks", ":ledger:", scheduledChecks, "checks"),
+      ...buildScheduledBlocks("Scheduled Checks", ":ledger:", scheduledChecks, "scheduled_checks", "checks"),
-      ...buildScheduledBlocks("Scheduled ACH", ":electric_plug:", scheduledACH, "ach"),
+      ...buildScheduledBlocks("Scheduled ACH", ":electric_plug:", scheduledACH, "scheduled_ach", "ach"),
       ...buildOutstandingBlocks(),
       ...buildBoABlocks(boaTransactions),
     ],