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50992
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:...
|
Firefox
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
https://github.com/jiminny/app/pull/12090/
|
50992
|
|
50993
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
https://github.com/jiminny/app/pull/12090
|
50993
|
|
50994
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy....
|
Firefox
|
pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
https://github.com/jiminny/app/pull/12090
|
50994
|
|
50995
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
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any potential issues?
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Gemini said
Gemini said
Here is an assessment of the potential issues and edge cases in the provided code snippet:
1. Reliance on assert() in Production
1. Reliance on
assert()
in Production
The Risk:
PHP assertions (
assert(...)
) can be completely bypassed or ignored in production environments depending on the
zend.assertions
configuration in
php.ini
.
The Impact:
If the middleware fails to guarantee an authenticated user and assertions are disabled, the code will proceed. It will then throw a fatal error when attempting to call methods like
$user->team
on
null
.
The Fix:
Use a hard exception or early return instead:
PHP
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$user
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
https://github.com/jiminny/app/pull/12090
|
50995
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|
50996
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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https://github.com/jiminny/app/pull/12090
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50996
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50997
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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https://github.com/jiminny/app/pull/12090
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50997
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50998
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
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Gemini said
Gemini said
Here is an assessment of the potential issues and edge cases in the provided code snippet:
1. Reliance on assert() in Production
1. Reliance on
assert()
in Production
The Risk:
PHP assertions (
assert(...)
) can be completely bypassed or ignored in production environments depending on the
zend.assertions
configuration in...
|
Firefox
|
pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
https://github.com/jiminny/app/pull/12090
|
50998
|
|
50999
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
Expand
Listen
Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
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any potential issues?
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Gemini said
Gemini said
Here is an assessment of the potential issues and edge cases in the provided code snippet:
1. Reliance on assert() in Production
1. Reliance on
assert()
in Production
The Risk:...
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Firefox
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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https://github.com/jiminny/app/pull/12090
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50999
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51000
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
Expand...
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Firefox
|
pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
NULL
|
51000
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51001
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
Expand
Listen
Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings....
|
Firefox
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
NULL
|
51001
|
|
51034
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
github.com/jiminny/app/pull/12090
|
51034
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
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You said any potential issues?
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any potential issues?
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Gemini said
Gemini said
Here is an assessment of the potential issues and edge cases in the provided code snippet:
1. Reliance on assert() in Production
1. Reliance on
assert()
in Production
The Risk:
PHP assertions (
assert(...)
) can be completely bypassed or ignored in production environments depending on the
zend.assertions
configuration in
php.ini
.
The Impact:
If the middleware fails to guarantee an authenticated user and assertions are disabled, the code will proceed. It will then throw a fatal error when attempting to call methods like
$user->team
on
null
.
The Fix:
Use a hard exception or early return instead:
PHP
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if
(!
$user
instanceof
User) {
throw
new
AuthenticationException(
'User must be authenticated.'
);
}
2. Potential Null Reference Exceptions
2. Potential Null Reference Exceptions
The code assumes certain relationships and properties will always exist on the
$user
object. If any of these can be
null
in your database schema, the tool will crash with a "Call to a member function on null" error:
Missing Team:
$team = $user->team;
is directly followed by
$team->getUuid()
. If a user is not currently assigned to a team, this will trigger a fatal error.
Missing Timezone:
$user->getTimezone()->getName()
assumes
getTimezone()
always returns an object. If it can return
null
, chaining
->getName()
will crash.
Language Fallback:
If
$languageDialects
is empty and the user lacks a team, the fallback logic
... ?? $team->getDefaultLanguage() ?? 'en'
will fail because
$team
is
null
.
3. Collection to Array Serialization
3. Collection to Array Serialization
The Risk:
When using
$languageDialects->map(...)->toArray()
, Laravel collections sometimes preserve their underlying associative keys.
The Impact:
Instead of generating a clean JSON array (e.g.,
["en_GB", "bg_BG"]
), it might generate a JSON object with numeric string keys (e.g.,
{"0": "en_GB", "1": "bg_BG"}
). This would violate your schema's strict definition of
->items($schema->string())
.
The Fix:
Append
->values()
before
->toArray()
to guarantee a sequentially indexed array:
PHP
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$languageDialects
->map(
fn
(
$dialect
) => $
dialect
->
getLanguageLocale
(
))->
values
(
)->
toArray
(
)
Are any of these properties (like
$team
or
$timezone
) guaranteed to be non-null at the database level, or should we look at adding nullable fallbacks in the output payload?
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
github.com/jiminny/app/pull/12090
|
51035
|
|
51036
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
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You said any potential issues?
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any potential issues?
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Gemini said
Gemini said
Here is an assessment of the potential issues and edge cases in the provided code snippet:
1. Reliance on assert() in Production
1. Reliance on
assert()
in Production
The Risk:
PHP assertions (
assert(...)
) can be completely bypassed or ignored in production environments depending on the
zend.assertions
configuration in
php.ini
.
The Impact:
If the middleware fails to guarantee an authenticated user and assertions are disabled, the code will proceed. It will then throw a fatal error when attempting to call methods like
$user->team
on
null
.
The Fix:
Use a hard exception or early return instead:
PHP
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if
(!
$user
instanceof
User) {
throw
new
AuthenticationException(
'User must be authenticated.'
);
}
2. Potential Null Reference Exceptions
2. Potential Null Reference Exceptions
The code assumes certain relationships and properties will always exist on the
$user
object. If any of these can be
null
in your database schema, the tool will crash with a "Call to a member function on null" error:
Missing Team:
$team = $user->team;
is directly followed by
$team->getUuid()
. If a user is not currently assigned to a team, this will trigger a fatal error.
Missing Timezone:
$user->getTimezone()->getName()
assumes
getTimezone()
always returns an object. If it can return
null
, chaining
->getName()
will crash.
Language Fallback:
If
$languageDialects
is empty and the user lacks a team, the fallback logic
... ?? $team->getDefaultLanguage() ?? 'en'
will fail because
$team
is
null
.
3. Collection to Array Serialization
3. Collection to Array Serialization
The Risk:
When using
$languageDialects->map(...)->toArray()
, Laravel collections sometimes preserve their underlying associative keys.
The Impact:
Instead of generating a clean JSON array (e.g.,
["en_GB", "bg_BG"]
), it might generate a JSON object with numeric string keys (e.g.,
{"0": "en_GB", "1": "bg_BG"}
). This would violate your schema's strict definition of
->items($schema->string())
.
The Fix:
Append
->values()
before
->toArray()
to guarantee a sequentially indexed array:
PHP
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$languageDialects
->map(
fn
(
$dialect
) => $
dialect
->
getLanguageLocale
(
))->
values
(
)->
toArray
(
)
Are any of these properties (like
$team
or
$timezone
) guaranteed to be non-null at the database level, or should we look at adding nullable fallbacks in the output payload?
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Firefox
|
pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
github.com/jiminny/app/pull/12090
|
51036
|
|
51037
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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You said I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected. Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
You said
I’m on page “<tabTitle>Jy 20846 mcp enable the ai to know details about t</tabTitle>” with “<selection>@@ -0,0 +1,157 @@1+ $schema->string()35+ ->description(36+'UUID of the authenticated user. Use this as the authoritative identifier when filtering calls or deals by '37+ . 'the current user.'38+ )39+ ->required(),40+'name' => $schema->string()41+ ->description('Full display name of the user, e.g. \'John Doe\'.')42+ ->required(),43+'first_name' => $schema->string()44+ ->description(45+'First name of the user, derived from the full name field. Use for personalised greetings or addressing '46+ . 'the user directly.'47+ )48+ ->required(),49+'email' => $schema->string()50+ ->description('Primary email address of the user.')51+ ->required(),52+'timezone' => $schema->string()53+ ->description(54+'The user\'s timezone as an IANA timezone identifier, e.g. \'America/New_York\'. Use this when displaying '55+ . 'or reasoning about call times in the user\'s local time.'56+ )57+ ->required(),58+'spoken_languages' => $schema->array()59+ ->items($schema->string())60+ ->description(61+'Languages spoken during this user\'s calls, as an array of locale codes, e.g. [\'en_GB\', \'bg_BG\']. '62+ . 'The first entry is the primary/default language — used when language detection is unavailable. '63+ . 'Additional entries are other languages the user handles.'64+ )65+ ->required(),66+'sync_dialer' => $schema->boolean()67+ ->description(68+'True if the user has automatic syncing of softphone and outbound calls to their CRM enabled. When true, '69+ . 'calls made through the Jiminny dialler are automatically logged as CRM activities.'70+ )71+ ->required(),72+'sync_email' => $schema->boolean()73+ ->description(74+'True if the user has email syncing enabled. When true, customer email conversations are captured as '75+ . 'activities.'76+ )77+ ->required(),78+'sync_calendar' => $schema->boolean()79+ ->description(80+'True if the user has calendar syncing enabled. When true, scheduled meetings will be automatically '81+ . 'recorded.'82+ )83+ ->required(),84+'team' => $schema->object([85+'id' => $schema->string()86+ ->description(87+'Team UUID. Use this when filtering calls or deals by the user\'s team in search_calls or '88+ . 'search_deals.'89+ )90+ ->required(),91+'name' => $schema->string()92+ ->description('Team name, e.g. \'Account Executives\', \'Customer Success\'.')93+ ->required(),94+'playbook' => $schema->string()95+ ->description(96+'Name of the active playbook assigned to this team, e.g. \'Sales\', \'Customer Success\'. A playbook '97+ . 'defines the call evaluation criteria used for AI scoring. Null if no playbook is assigned.'98+ )99+ ->nullable()100+ ->required(),101+ ])102+ ->description('The team this user belongs to.')103+ ->required(),104+'job' => $schema->string()105+ ->description(106+'The user\'s job title, e.g. \'Software Engineer\', \'Account Executive\', \'Sales Manager\'. Null if no '107+ . 'job title has been assigned.'108+ )109+ ->nullable()110+ ->required(),111+'roles' => $schema->array()112+ ->items($schema->string())113+ ->description(114+'Roles assigned to the user, e.g. [\'admin\', \'recorder_and_voice\']. Determines what the user can do in '115+ . 'the platform. Common values: \'admin\' (full organisation admin), \'manager\' (team manager with '116+ . 'coaching access), \'recorder_and_voice\' (can record meetings and make calls), \'recorder\' (recording only).'117+ )118+ ->required(),119+ ];120+ }121+122+public function handle(Request $request): ResponseFactory123+ {124+$user = $request->user();125+assert($user instanceof User, 'auth:api + McpTierMiddleware must guarantee an authenticated User before the tool runs');126+127+$team = $user->team;128+$roles = $user->getRoles();129+$jobTitle = $user->job;130+131+$languageDialects = $user->languageDialects()->with('language')->get();132+$spokenLanguages = $languageDialects->isNotEmpty()133+ ? $languageDialects->map(fn ($dialect) => $dialect->getLanguageLocale())->toArray()134+ : [$user->getLanguage() ?? $team->getDefaultLanguage() ?? 'en'];135+136+$payload = [137+'id' => $user->getUuid(),138+'name' => $user->getName(),139+'first_name' => $user->getFirstName(),140+'email' => $user->getEmailAddress(),141+'timezone' => $user->getTimezone()->getName(),142+'spoken_languages' => $spokenLanguages,143+'sync_dialer' => $user->shouldSyncDialer(),144+'sync_email' => $user->isSyncEmailEnabled(),145+'sync_calendar' => $user->isSyncConferenceEnabled(),146+'team' => [147+'id' => $team->getUuid(),148+'name' => $team->getName(),149+'playbook' => $team->getDefaultPlaybook()?->getName(),150+ ],151+'job' => $jobTitle?->getName(),152+'roles' => $roles,153+ ];154+155+return Response::structured($payload);156+ }157+}</selection>” selected.
Please summarize the selection using precise and concise language. Use headers and bulleted lists in the summary, to make it scannable. Maintain the meaning and factual accuracy.
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Gemini said
Gemini said
Code Summary: MCP "Get User Details" Tool Implementation
Code Summary: MCP "Get User Details" Tool Implementation
This code snippet defines the schema and execution logic for a Model Context Protocol (MCP) tool that exposes the authenticated user's profile details to an AI assistant.
Schema Definition
Schema Definition
The tool outputs a structured object containing the following required fields to guide the AI's contextual understanding and filtering capabilities:
User Identity:
*
id
: UUID used as the authoritative identifier for filtering calls or deals.
name
: Full display name (e.g., 'John Doe').
first_name
: Extracted first name, explicitly intended for personalized greetings.
email
: Primary email address.
job
: Job title (e.g., 'Account Executive'); nullable.
Preferences & Context:
timezone
: IANA identifier (e.g., 'America/New_York') for reasoning about local call times.
spoken_languages
: An array of locale codes. The first entry serves as the primary/default language.
roles
: Platform permissions determining capabilities (e.g.,
admin
,
manager
,
recorder_and_voice
).
Sync Settings:
Booleans indicating whether the user has automated CRM syncing enabled for:
sync_dialer
(Jiminny softphone calls)
sync_email
(Customer email conversations)
sync_calendar
(Scheduled meetings)
Team Context:
An object containing the team's
id
,
name
, and
playbook
(the active AI scoring criteria; nullable).
Execution Logic (handle)
Execution Logic (
handle
)
The request handler extracts data from the authenticated
User
model and transforms it into the structured schema format:
Authentication Guard:
Assures via an assertion that an authenticated
User
instance is present before running.
Language Fallback:
Collects the user's configured language dialects. If none are explicitly set, it falls back to the user's default language, the team's default language, or
'en'
as a last resort.
Payload Output:
Maps the internal Laravel model getter methods (e.g.,
getUuid()
,
shouldSyncDialer()
,
getDefaultPlaybook()
) into the predefined
$payload
array and returns a structured JSON-like response.
Good response
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
jiminny.atlassian.net/browse/JY-20906
|
51037
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|
51069
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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Pipedrive Official SDK - API v2 POC
Pipedrive Official SDK - API v2 POC
Changes:
Changes:
Created test command jiminny:test-pipedrive-official-sdk
Implemented authorization via SocialAccount.provider_user_token
Tested core SDK methods (9/10 passed)
Documented method mappings in migration plan
Identified known issues (activity fields validation error)
Add or remove reactions
@LakyLak
pipedrive offical SDK v2 POC
pipedrive offical SDK v2 POC
7 / 10 checks OK
907c548
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
github.com/jiminny/app/pull/12090
|
51069
|
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51070
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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Pipedrive Official SDK - API v2 POC
Pipedrive Official SDK - API v2 POC
Changes:
Changes:
Created test command jiminny:test-pipedrive-official-sdk
Implemented authorization via SocialAccount.provider_user_token
Tested core SDK methods (9/10 passed)
Documented method mappings in migration plan
Identified known issues (activity fields validation error)
Add or remove reactions
@LakyLak
pipedrive offical SDK v2 POC
pipedrive offical SDK v2 POC
7 / 10 checks OK
907c548
907c548
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Merge the latest changes from master into this branch. This merge commit will be associated with LakyLak.
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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|
51070
|
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51071
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC
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composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
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PIPEDRIVE_V2_MIGRATION_TICKETS.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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<?php
2
+
3
+
declare
(strict_types=
1
);
4
+
5
+
namespace
Jiminny
\
Console
\
Commands
\
Crm
;
6
+
7
+
use
Carbon
\
Carbon
;
8
+
use
Exception
;
9
+...
|
Firefox
|
pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes
|
51071
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51077
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
|
51077
|
|
51078
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC #12090 Edit title
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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51078
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51079
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC
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app/Console
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TestPipedriveOfficialSdkCommand.php
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composer.json
composer.json
composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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<?php
2
+
3
+
declare
(strict_types=
1
);
4
+
5
+
namespace
Jiminny
\
Console
\
Commands
\
Crm
;
6
+
7
+
use
Carbon
\
Carbon
;
8
+
use
Exception
;
9
+
use
Illuminate
\
Console
\
Command
;
10
+
use
Jiminny
\
Component
\
Encryption
\
EncryptedTokenManager
;
11
+
use
Jiminny
\
Models
\
SocialAccount
;
12
+...
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
|
51079
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|
51090
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
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JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
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[JY-20906] Review of Pipedrive SDK - Jira
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Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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composer.json
composer.json
composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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<?php
2
+
3
+
declare
(strict_types=
1
);
4
+
5
+
namespace
Jiminny
\
Console
\
Commands
\
Crm
;
6
+
7
+
use
Carbon
\
Carbon
;
8
+
use
Exception
;
9
+
use
Illuminate
\
Console
\
Command
;
10
+
use
Jiminny
\
Component
\
Encryption
\
EncryptedTokenManager
;
11
+
use
Jiminny
\
Models
\
SocialAccount
;
12
+
use
Jiminny
\
Models
\
Team
;
13
+...
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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51095
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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<?php
2
+
3
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declare
(strict_types=
1
);
4
+
5
+
namespace
Jiminny
\
Console
\
Commands
\
Crm
;
6
+
7
+
use
Carbon
\
Carbon
;
8
+
use...
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
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JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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51097
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51098
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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PIPEDRIVE_V2_MIGRATION_PLAN.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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<?php
2
+
3
+
declare
(strict_types=
1
);
4
+
5
+
namespace
Jiminny
\
Console
\
Commands
\
Crm
;
6
+
7
+
use
Carbon
\
Carbon
;...
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/edit/pipedrive-sdk-poc/PIPE github.com/jiminny/app/edit/pipedrive-sdk-poc/PIPEDRIVE_V2_MIGRATION_TICKETS.md?pr=/jiminny/app/pull/12090...
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51100
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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github.com/jiminny/app/edit/pipedrive-sdk-poc/PIPE github.com/jiminny/app/edit/pipedrive-sdk-poc/PIPEDRIVE_V2_MIGRATION_TICKETS.md?pr=/jiminny/app/pull/12090...
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51100
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51116
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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app/Console/Commands/Crm/TestPipedriveOfficialSdkCommand.php
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
|
github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
|
51116
|
|
51117
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC #12090 Edit title
pipedrive offical SDK v2 POC
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12090
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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github.com/jiminny/app/pull/12090/changes#diff-f90 github.com/jiminny/app/pull/12090/changes#diff-f9062d52ec2aef86952f484c26a2d35363df3e834bdcb64f9392ca6fe5077dbd...
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51117
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|
51118
|
Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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composer.lock
composer.lock
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_PLAN.md
PIPEDRIVE_V2_MIGRATION_TICKETS.md
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
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JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
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Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
github.com
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
JY-20543 add AJ reports User pilot tracking by LakyLak · Pull Request #11932 · jiminny/app
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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pipedrive offical SDK v2 POC #12090 Edit title
pipedrive offical SDK v2 POC
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12090
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
github.com
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira...
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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jiminny.atlassian.net/browse/JY-20906
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
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[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
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pipedrive offical SDK v2 POC by LakyLak · Pull Req pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app — Work...
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Platform Sprint 4 Q2 - Platform Team - Scrum Board Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
Platform Sprint 4 Q2 - Platform Team - Scrum Board - Jira
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
JY-20891 add support for secondary email by LakyLak · Pull Request #12073 · jiminny/app
[JY-20891] Sidekick SMS issue - Jira
[JY-20891] Sidekick SMS issue - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
[JY-20915] Add environment-specific email domains for text relay to prevent duplicate processing - Jira
Usage | Windsurf
Usage | Windsurf
[SRD-6853] Moxso - Potential deal stages bug - Jira
[SRD-6853] Moxso - Potential deal stages bug - Jira
Pipelines - jiminny/app
Pipelines - jiminny/app
Feed — jiminny — Sentry
Feed — jiminny — Sentry
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
Pipedrive API Reference and Documentation
Pipedrive API Reference and Documentation
pipedrive/client-php: Pipedrive API client for PHP
pipedrive/client-php: Pipedrive API client for PHP
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
[jiminny/infrastructure] JY-20623 Add SQS queue for panorama reports (PR #728) - [EMAIL] - Jiminny Mail
Pull requests · jiminny/app
Pull requests · jiminny/app
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20906] Review of Pipedrive SDK - Jira
[JY-20906] Review of Pipedrive SDK - Jira
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
pipedrive offical SDK v2 POC by LakyLak · Pull Request #12090 · jiminny/app
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
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Explorer Section: finance [SSH: nas]
Explorer Section: finance [SSH: nas]
FINANCE [SSH: NAS]
auth
dsk-uploader
payments-logger
.claude
auth
backend
prisma
src
routes
payments.js
auth.js
index.js
parser.js
.dockerignore
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package.json
frontend
.env
.env.example
.gitignore
API.md
docker-compose.yml
README.md
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payments.js, preview, Editor Group 1
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const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
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payments.js — finance [SSH: nas]
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Explorer Section: finance [SSH: nas]
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FINANCE [SSH: NAS]
auth
dsk-uploader
payments-logger
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backend
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src
routes
payments.js
auth.js
index.js
parser.js
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payments.js, preview, Editor Group 1
…
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the
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payments.js — finance [SSH: nas]
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Explorer Section: finance [SSH: nas]
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FINANCE [SSH: NAS]
auth
dsk-uploader
payments-logger
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backend
prisma
src
routes
payments.js
auth.js
index.js
parser.js
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payments.js, preview, Editor Group 1
…
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
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payments.js — finance [SSH: nas]
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Explorer Section: finance [SSH: nas]
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FINANCE [SSH: NAS]
auth
dsk-uploader
payments-logger
.claude
auth
backend
prisma
src
routes
payments.js
auth.js
index.js
parser.js
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payments.js, preview, Editor Group 1
…
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
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payments.js — finance [SSH: nas]
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Explorer Section: finance [SSH: nas]
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FINANCE [SSH: NAS]
auth
dsk-uploader
payments-logger
.claude
auth
backend
prisma
src
routes
payments.js
auth.js
index.js
parser.js
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payments.js, preview, Editor Group 1
…
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
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payments-logger
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auth.js
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payments.js, preview, Editor Group 1
…
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
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payments.js
payments.js
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payments.js — finance [SSH: nas]
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FINANCE [SSH: NAS]
auth
dsk-uploader
payments-logger
.claude
auth
backend
prisma
src
routes
payments.js
auth.js
index.js
parser.js
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payments.js, preview, Editor Group 1
…
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
const express = require('express');
const { PrismaClient } = require('@prisma/client');
const { parsePaymentSms } = require('../parser');
const router = express.Router();
const prisma = new PrismaClient();
const NOTIFIER_URL = process.env.NOTIFIER_URL;
const NOTIFIER_CHANNEL = process.env.NOTIFIER_CHANNEL || 'viber';
const DEFAULT_PHONE = process.env.NOTIFY_DEFAULT_PHONE;
// ── Helpers ───────────────────────────────────────────────────────────────────
function parseId(raw) {
const id = parseInt(raw, 10);
return Number.isFinite(id) ? id : null;
}
function formatNotifyMessage(payment) {
const parts = [];
if (payment.amount != null) parts.push(`Amount: ${payment.amount.toFixed(2)} EUR`);
if (payment.recipient) parts.push(`At: ${payment.recipient}`);
if (payment.balance != null) parts.push(`Balance: ${payment.balance.toFixed(2)} EUR`);
if (payment.date) parts.push(`Date: ${new Date(payment.date).toLocaleString('en-GB')}`);
return parts.join('\n');
}
async function sendNotification(payment) {
if (!NOTIFIER_URL) {
console.warn('[NOTIFY] NOTIFIER_URL not set — skipping notification');
return;
}
const phone = payment.notifyPhone || DEFAULT_PHONE;
if (!phone) {
console.warn('[NOTIFY] No phone number for payment #' + payment.id + ' and NOTIFY_DEFAULT_PHONE not set');
return;
}
const body = {
phone,
notification: NOTIFIER_CHANNEL,
message: formatNotifyMessage(payment),
};
const res = await fetch(NOTIFIER_URL, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify(body),
});
if (!res.ok) {
const text = await res.text().catch(() => '');
throw new Error(`Notifier responded ${res.status}: ${text}`);
}
}
// ── Ingest a payment (public — no auth) ──────────────────────────────────────
//
// Two modes:
//
// SMS mode (default):
// { "message": "<raw SMS text>", "notifyPhone": "..." }
// The message is parsed to extract date/type/card/amount/balance/recipient.
//
// Structured mode (Apple Wallet / manual):
// { "source": "apple_wallet", "amount": 7.78, "recipient": "Apple Store",
// "type": "WALLET", "card": "[PASSWORD_DOTS]4447", "date": "2026-02-22T10:30:00Z",
// "notifyPhone": "..." }
// Fields are stored directly; rawMessage is synthesised for display.
//
router.post('/ingest', async (req, res) => {
try {
const { message, notifyPhone, source } = req.body;
let data;
if (source === 'apple_wallet' || (!message && req.body.amount != null)) {
// ── Structured / Apple Wallet mode ──────────────────────────────────────
const { amount, recipient, type, card, date, balance } = req.body;
if (amount == null || !recipient) {
return res.status(400).json({ error: 'amount and recipient are required for structured ingest' });
}
const rawMessage = [
`Source: ${source || 'structured'}`,
`Amount: ${amount}`,
recipient && `Recipient: ${recipient}`,
type && `Type: ${type}`,
card && `Card: ${card}`,
].filter(Boolean).join(' | ');
data = {
rawMessage,
date: date ? new Date(date) : new Date(),
type: type || 'WALLET',
card: card || null,
recipient,
amount: parseFloat(amount),
balance: balance != null ? parseFloat(balance) : null,
notifyPhone: notifyPhone || null,
};
} else {
// ── SMS mode ─────────────────────────────────────────────────────────────
if (!message) {
return res.status(400).json({ error: 'message is required' });
}
if (typeof message !== 'string' || message.length > 2000) {
return res.status(400).json({ error: 'message must be a string under 2000 characters' });
}
const parsed = parsePaymentSms(message);
data = {
rawMessage: parsed.rawMessage,
date: parsed.date,
type: parsed.type,
card: parsed.card,
recipient: parsed.recipient,
amount: parsed.amount,
balance: parsed.balance,
notifyPhone: notifyPhone || null,
};
}
const payment = await prisma.payment.create({
data,
include: { tags: true },
});
res.status(201).json(payment);
} catch (err) {
console.error('Ingest error:', err);
res.status(500).json({ error: 'Failed to ingest payment' });
}
});
// ── List payments with filtering ──────────────────────────────────────────────
router.get('/', async (req, res) => {
try {
const {
status,
type,
tag,
recipient,
dateFrom,
dateTo,
search,
sortBy = 'createdAt',
sortDir = 'desc',
page = 1,
} = req.query;
// Cap limit to prevent dumping the whole table in one request
const limit = Math.min(parseInt(req.query.limit, 10) || 50, 200);
const where = {};
if (status) where.status = status;
if (type) where.type = type;
if (recipient) where.recipient = { contains: recipient, mode: 'insensitive' };
if (tag) where.tags = { some: { name: tag } };
if (search) {
where.OR = [
{ rawMessage: { contains: search, mode: 'insensitive' } },
{ recipient: { contains: search, mode: 'insensitive' } },
];
}
if (dateFrom || dateTo) {
where.date = {};
if (dateFrom) where.date.gte = new Date(dateFrom);
if (dateTo) where.date.lte = new Date(dateTo);
}
const allowedSortFields = ['date', 'amount', 'balance', 'recipient', 'type', 'createdAt', 'status'];
const orderField = allowedSortFields.includes(sortBy) ? sortBy : 'createdAt';
const orderDir = sortDir === 'asc' ? 'asc' : 'desc';
const skip = (parseInt(page, 10) - 1) * limit;
const [payments, total] = await Promise.all([
prisma.payment.findMany({
where,
include: { tags: true },
orderBy: { [orderField]: orderDir },
skip,
take: limit,
}),
prisma.payment.count({ where }),
]);
res.json({ payments, total, page: parseInt(page, 10), limit });
} catch (err) {
console.error('List error:', err);
res.status(500).json({ error: 'Failed to list payments' });
}
});
// ── Get single payment ────────────────────────────────────────────────────────
router.get('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({
where: { id },
include: { tags: true },
});
if (!payment) return res.status(404).json({ error: 'Not found' });
res.json(payment);
} catch (err) {
console.error('Get error:', err);
res.status(500).json({ error: 'Failed to get payment' });
}
});
// ── Update payment metadata (status) ─────────────────────────────────────────
router.patch('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { status } = req.body;
const data = {};
if (status) {
const validStatuses = ['UNPROCESSED', 'SENT', 'SKIPPED'];
if (!validStatuses.includes(status)) {
return res.status(400).json({ error: `Invalid status. Must be one of: ${validStatuses.join(', ')}` });
}
data.status = status;
}
if (Object.keys(data).length === 0) {
return res.status(400).json({ error: 'No valid fields to update' });
}
const updated = await prisma.payment.update({
where: { id },
data,
include: { tags: true },
});
res.json(updated);
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Update error:', err);
res.status(500).json({ error: 'Failed to update payment' });
}
});
// ── Delete payment ───────────────────────────────────────────────────────────
router.delete('/:id', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
await prisma.payment.delete({ where: { id } });
res.json({ success: true });
} catch (err) {
if (err.code === 'P2025') return res.status(404).json({ error: 'Not found' });
console.error('Delete error:', err);
res.status(500).json({ error: 'Failed to delete payment' });
}
});
// ── Send notification (mark as SENT + call notifier service) ─────────────────
router.post('/:id/send', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
await sendNotification(payment);
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SENT', notifiedAt: new Date() },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Send error:', err);
res.status(500).json({ error: 'Failed to send notification' });
}
});
// ── Skip notification (mark as SKIPPED) ──────────────────────────────────────
router.post('/:id/skip', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const payment = await prisma.payment.findUnique({ where: { id } });
if (!payment) return res.status(404).json({ error: 'Not found' });
if (payment.status !== 'UNPROCESSED') {
return res.status(409).json({ error: `Payment is already ${payment.status.toLowerCase()}` });
}
const updated = await prisma.payment.update({
where: { id },
data: { status: 'SKIPPED' },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Skip error:', err);
res.status(500).json({ error: 'Failed to skip payment' });
}
});
// ── Add tag to payment ────────────────────────────────────────────────────────
router.post('/:id/tags', async (req, res) => {
const id = parseId(req.params.id);
if (id === null) return res.status(400).json({ error: 'Invalid id' });
try {
const { name, color } = req.body;
if (!name) return res.status(400).json({ error: 'tag name is required' });
const tag = await prisma.tag.upsert({
where: { name },
update: {},
create: { name, color: color || '#6b7280' },
});
const updated = await prisma.payment.update({
where: { id },
data: { tags: { connect: { id: tag.id } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Tag error:', err);
res.status(500).json({ error: 'Failed to add tag' });
}
});
// ── Remove tag from payment ───────────────────────────────────────────────────
router.delete('/:id/tags/:tagId', async (req, res) => {
const id = parseId(req.params.id);
const tagId = parseId(req.params.tagId);
if (id === null || tagId === null) return res.status(400).json({ error: 'Invalid id' });
try {
const updated = await prisma.payment.update({
where: { id },
data: { tags: { disconnect: { id: tagId } } },
include: { tags: true },
});
res.json(updated);
} catch (err) {
console.error('Remove tag error:', err);
res.status(500).json({ error: 'Failed to remove tag' });
}
});
// ── Get all tags ──────────────────────────────────────────────────────────────
router.get('/meta/tags', async (_req, res) => {
try {
const tags = await prisma.tag.findMany({ orderBy: { name: 'asc' } });
res.json(tags);
} catch (err) {
res.status(500).json({ error: 'Failed to list tags' });
}
});
// ── Get filter options ────────────────────────────────────────────────────────
router.get('/meta/filters', async (_req, res) => {
try {
const [types, recipients, tags] = await Promise.all([
prisma.payment.findMany({ distinct: ['type'], select: { type: true }, where: { type: { not: null } } }),
prisma.payment.findMany({ distinct: ['recipient'], select: { recipient: true }, where: { recipient: { not: null } } }),
prisma.tag.findMany({ orderBy: { name: 'asc' } }),
]);
res.json({
types: types.map(t => t.type),
recipients: recipients.map(r => r.recipient),
tags,
});
} catch (err) {
res.status(500).json({ error: 'Failed to get filters' });
}
});
module.exports = router;
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ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
ets create a new app that should be combination of payment-logger and dsk-uploader. It should have authorization via authentik (auth folder). All three folders (payment-logger, dsk-uploader and auth) are just refference these will be removed later. Auth project is separated it lives on its own. First reveiw them and see how these should be combined. It will be whole new app (also the folder name). Think very carefully of whatr these two apps do and how cold they be combined. THerer should be common db and uploader should store data the same way the /ingest does. It should be properly marked in UI if it is upload or ingest or both. FIrst think of tech stack and plan carefully.
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payments.js
payments.js
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payments.js — finance [SSH: nas]
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