Commit graph

10 commits

Author SHA1 Message Date
Adam Moussa
b7feb4a914
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>
2026-05-08 11:24:32 -04:00
Adam Moussa
b242df15b5 Log BoA submissions to DDB and surface in Slack App Home
Capture response headers, body, and transactionId on every check-issue
API call; persist as boa_txn#<ts>#<action> records with 90-day TTL.
Add "Recent BoA Submissions" section to App Home showing the last 10
with click-to-copy transactionId.

Motivation: BoA support asked for a transactionId from a past
successful call and we had no way to recover it from CloudWatch
summary logs alone.

Also adds simulate-csv.cjs (dry-run preview) and stampli-uploader.sh
(launchd-invoked S3 uploader), and gitignores debug artifacts.
2026-04-20 17:40:55 -04:00
Adam Moussa
cb07421282 Show Reference # instead of Check # for ACH payments in modal 2026-04-10 18:14:22 -04:00
Adam Moussa
f769ea5872 Fix base64 body decoding for Slack interactivity payloads 2026-04-10 18:11:54 -04:00
Adam Moussa
941cd094fc Add drill-down modals: View buttons open payment detail for each row 2026-04-10 18:08:06 -04:00
Adam Moussa
7f94eee308 Redesign dashboard: 6 outstanding age buckets, summary bar, improved layout 2026-04-10 18:03:10 -04:00
Adam Moussa
53842f0821 Update dashboard: split scheduled by method, outstanding checks by age
- Scheduled section split into Scheduled Checks and Scheduled ACH
- Remove Cleared section from dashboard
- Outstanding renamed to Outstanding Checks with <=90 day and >90 day totals
2026-04-10 17:28:01 -04:00
Adam Moussa
c43228831d Add unified payment status, ACH auto-clear, and categorized dashboard
- processPaymentCsv: switch from BatchWrite to upsert, auto-mark ACH
  payments as Cleared when send date has passed
- slackAppHome: categorize payments into Scheduled/Outstanding/Cleared
  sections using unified status field
- Add seed scripts for bulk-loading Stampli and bank CSV exports
2026-04-10 17:23:54 -04:00
Adam Moussa
7150028bd3 Add VPC/NAT for static IP, dedup payments by check number, SSM token
- VPC with NAT Gateway for static outbound IP (52.86.95.107) for BoA API
- Payments stored as individual DynamoDB items keyed by check number
- Slack bot token fetched from SSM at runtime instead of CF parameter
- Slack Lambda scans payment items instead of reading single blob
2026-04-09 14:27:34 -04:00
Adam Moussa
f1c2063f52 Initial SAM stack: payments CSV to Slack App Home
Two Lambda functions:
- processPaymentCsv: S3 trigger, parses CSV, stores dashboard in DynamoDB
- slackAppHome: API Gateway endpoint for Slack events, publishes Home tab view
2026-04-09 13:29:28 -04:00