diff --git a/README.md b/README.md index 99dccd6..2914d35 100644 --- a/README.md +++ b/README.md @@ -1,14 +1,23 @@ # Payments Dashboard -AWS SAM application that ingests payment CSVs, syncs check data with Bank of America CashPro APIs, and surfaces an outstanding-payments dashboard in Slack. +AWS SAM application that ingests payment CSVs, syncs check data with Bank of America CashPro APIs, processes Gusto payroll confirmation emails into Slack notifications, and surfaces an outstanding-payments dashboard in Slack. ## Architecture -- **ProcessPaymentCsv** - Lambda triggered by S3 CSV upload. Parses payments, upserts to DynamoDB, and submits new/cancelled checks to the CashPro Check Management API. -- **FetchBoaTransactions** - Scheduled Lambda (weekdays 9am ET). Calls the CashPro Previous Day Transaction Inquiry API and matches cleared/returned checks back to DynamoDB records. -- **SlackAppHome** - Lambda behind API Gateway. Renders the payments dashboard on the Slack App Home tab with outstanding aging buckets and drill-down modals. +- **ProcessPayrollEmail** — Lambda triggered by S3 (inbound email) and SQS (batch timer). SES receives Gusto payroll emails at `payroll@int.seahaven.com`, stores them to S3, and this Lambda parses the email body, extracts financial data, and posts a combined Slack notification (employee payroll + contractor payments) after a 10-minute batching window. Runs outside VPC. +- **ProcessPaymentCsv** — Lambda triggered by S3 CSV upload. Parses Stampli payment exports, upserts to DynamoDB, and submits new/cancelled checks to the CashPro Check Management API. +- **FetchBoaTransactions** — Scheduled Lambda (weekdays 9am ET). Calls the CashPro Previous Day Transaction Inquiry API and matches cleared/returned checks back to DynamoDB records. +- **SlackAppHome** — Lambda behind API Gateway. Renders the payments dashboard on the Slack App Home tab with outstanding aging buckets and drill-down modals. -All three Lambdas run inside a VPC with a NAT Gateway for a static outbound IP (required by BoA IP whitelisting). +ProcessPaymentCsv, FetchBoaTransactions, and SlackAppHome run inside a VPC with a NAT Gateway for a static outbound IP (required by BoA IP whitelisting). ProcessPayrollEmail runs outside the VPC. + +## Payroll Email Pipeline + +Gusto sends payroll confirmation emails when payroll is run. A Gmail filter on adam@seahavenind.com auto-forwards emails from `automated@gusto.com` and `gustonoreply@gusto.com` to `payroll@int.seahaven.com`. + +**Flow:** Gmail forward → SES receipt rule → S3 bucket → Lambda parses email → DynamoDB (pending) → SQS delay queue (10 min) → Lambda batches all pending items for that date → single Slack message → DynamoDB (notified) + +**Deduplication:** Each email is deduplicated by DynamoDB key (`PAYROLL_EMAIL#employee#` or `PAYROLL_EMAIL#contractor##`). The batch post is deduplicated by `PAYROLL_BATCH#`. All items have a 90-day TTL. ## BoA CashPro API Integration