Integrate external services for data management

.env.example

@@ -0,0 +1,14 @@
+SUPABASE_URL=
+SUPABASE_ANON_KEY=
+SUPABASE_SERVICE_ROLE_KEY=
+SUPABASE_BUCKET=financial-documents
+
+NOTION_TOKEN=
+NOTION_DATABASE_ID=
+
+GOOGLE_PROJECT_ID=
+GOOGLE_CLIENT_EMAIL=
+GOOGLE_PRIVATE_KEY="-----BEGIN PRIVATE KEY-----\n...\n-----END PRIVATE KEY-----\n"
+GOOGLE_DRIVE_FOLDER_ID=
+
+PORT=3000

README.md

@@ -42,6 +42,49 @@ A comprehensive workspace application that combines credit analysis tools for co
 - **File Upload**: Multer middleware
 - **OCR**: Framework ready for integration with tesseract.js or similar
 
+## Integrations
+
+The app can integrate with Supabase Storage, Notion, and Google Drive. Use the checkboxes in the UI to opt-in per action. Availability is shown by enabling/disabling those checkboxes based on server configuration.
+
+### Environment Variables
+
+Copy `.env.example` to `.env` and fill values:
+
+```bash
+cp .env.example .env
+```
+
+- `SUPABASE_URL`, `SUPABASE_SERVICE_ROLE_KEY` (or `SUPABASE_ANON_KEY`): Supabase project credentials
+- `SUPABASE_BUCKET`: Storage bucket name (default: `financial-documents`)
+- `NOTION_TOKEN`, `NOTION_DATABASE_ID`: Notion internal integration token and database ID
+- `GOOGLE_CLIENT_EMAIL`, `GOOGLE_PRIVATE_KEY`, `GOOGLE_DRIVE_FOLDER_ID`: Google service account and a target folder ID
+
+Notes:
+- For `GOOGLE_PRIVATE_KEY`, keep it on one line with `\n` for newlines, e.g. `"-----BEGIN PRIVATE KEY-----\n...\n-----END PRIVATE KEY-----\n"`.
+- The app automatically converts `\n` to real newlines at runtime.
+
+### Supabase Setup
+- Create a Supabase project and a Storage bucket (e.g. `financial-documents`).
+- Optionally make the bucket public if you need public links, or keep private and serve via signed URLs (current code uses public URLs).
+- Get the Service Role key for server-side uploads and set `SUPABASE_SERVICE_ROLE_KEY`.
+
+### Notion Setup
+- Create a Notion internal integration and get the token.
+- Create a database (or use an existing one) and share it with the integration.
+- Copy the database ID to `NOTION_DATABASE_ID`.
+
+### Google Drive Setup
+- Create a Google Cloud project and enable the Drive API.
+- Create a Service Account and generate a JSON key.
+- Use the service account email to share a target Drive folder (or its parent) with at least `Writer` access, and set that folder's ID in `GOOGLE_DRIVE_FOLDER_ID`.
+- Put the JSON key fields into `.env`:
+  - `GOOGLE_CLIENT_EMAIL`
+  - `GOOGLE_PRIVATE_KEY` (escaped with `\n` as above)
+
+### Runtime
+- Start the server and visit `/api/integrations` to see booleans for configured services.
+- In the UI, checkboxes will be disabled if a service is not configured.
+
 ## Installation
 
 1. Clone the repository:

config/integrations.js

@@ -0,0 +1,155 @@
+'use strict';
+
+require('dotenv').config();
+
+const { createClient } = require('@supabase/supabase-js');
+const { Client: NotionClient } = require('@notionhq/client');
+const { google } = require('googleapis');
+
+const supabaseUrl = process.env.SUPABASE_URL;
+const supabaseAnonKey = process.env.SUPABASE_ANON_KEY;
+const supabaseServiceKey = process.env.SUPABASE_SERVICE_ROLE_KEY;
+const supabaseBucket = process.env.SUPABASE_BUCKET || 'financial-documents';
+
+const notionToken = process.env.NOTION_TOKEN;
+const notionDatabaseId = process.env.NOTION_DATABASE_ID;
+
+const googleProjectId = process.env.GOOGLE_PROJECT_ID;
+const googleClientEmail = process.env.GOOGLE_CLIENT_EMAIL;
+let googlePrivateKey = process.env.GOOGLE_PRIVATE_KEY;
+if (googlePrivateKey && googlePrivateKey.includes('\\n')) {
+	googlePrivateKey = googlePrivateKey.replace(/\\n/g, '\n');
+}
+const googleDriveFolderId = process.env.GOOGLE_DRIVE_FOLDER_ID;
+
+const supabaseKeyToUse = supabaseServiceKey || supabaseAnonKey;
+const supabase = (supabaseUrl && supabaseKeyToUse) ? createClient(supabaseUrl, supabaseKeyToUse) : null;
+
+const notion = notionToken ? new NotionClient({ auth: notionToken }) : null;
+
+let drive = null;
+if (googleClientEmail && googlePrivateKey) {
+	const jwt = new google.auth.JWT({
+		email: googleClientEmail,
+		key: googlePrivateKey,
+		scopes: ['https://www.googleapis.com/auth/drive.file'],
+		subject: undefined,
+	});
+	drive = google.drive({ version: 'v3', auth: jwt });
+}
+
+const integrations = {
+	supabase,
+	supabaseBucket,
+	notion,
+	notionDatabaseId,
+	drive,
+	googleDriveFolderId,
+	isSupabaseConfigured: Boolean(supabase),
+	isNotionConfigured: Boolean(notion),
+	isGoogleDriveConfigured: Boolean(drive),
+};
+
+async function uploadFileToSupabase(localFilePath, destinationPath, mimeType) {
+	if (!supabase) {
+		throw new Error('Supabase is not configured');
+	}
+	const fs = require('fs').promises;
+	const buffer = await fs.readFile(localFilePath);
+	const { data, error } = await supabase.storage.from(supabaseBucket).upload(destinationPath, buffer, {
+		contentType: mimeType || 'application/octet-stream',
+		upsert: true,
+	});
+	if (error) {
+		throw error;
+	}
+	const { data: publicUrlData } = supabase.storage.from(supabaseBucket).getPublicUrl(destinationPath);
+	return { path: data.path, publicUrl: publicUrlData.publicUrl };
+}
+
+async function uploadFileToGoogleDrive(localFilePath, destinationName, mimeType) {
+	if (!drive) {
+		throw new Error('Google Drive is not configured');
+	}
+	const fs = require('fs');
+	const fileMetadata = {
+		name: destinationName,
+		parents: googleDriveFolderId ? [googleDriveFolderId] : undefined,
+	};
+	const media = {
+		mimeType: mimeType || 'application/octet-stream',
+		body: fs.createReadStream(localFilePath),
+	};
+	const res = await drive.files.create({
+		requestBody: fileMetadata,
+		media,
+		fields: 'id, name, webViewLink, webContentLink',
+	});
+	const fileId = res.data.id;
+	try {
+		await drive.permissions.create({
+			fileId,
+			requestBody: { role: 'reader', type: 'anyone' },
+		});
+	} catch (e) {}
+	const linkRes = await drive.files.get({
+		fileId,
+		fields: 'id, name, webViewLink, webContentLink',
+	});
+	return linkRes.data;
+}
+
+async function exportCreditMemoToNotion(memo) {
+	if (!notion) {
+		throw new Error('Notion is not configured');
+	}
+	if (!notionDatabaseId) {
+		throw new Error('NOTION_DATABASE_ID is not set');
+	}
+	const page = await notion.pages.create({
+		parent: { database_id: notionDatabaseId },
+		properties: {
+			Title: {
+				title: [{ text: { content: memo.title || 'Credit Memo' } }],
+			},
+			MemoType: {
+				rich_text: [{ text: { content: memo.memo_type || '' } }],
+			},
+			CompanyId: {
+				number: Number(memo.company_id) || null,
+			},
+			CreatedAt: {
+				date: { start: new Date().toISOString() },
+			},
+		},
+		children: [
+			{
+				object: 'block',
+				type: 'paragraph',
+				paragraph: {
+					rich_text: [{ type: 'text', text: { content: memo.content || '' } }],
+				},
+			},
+			...(memo.financial_metrics
+				? [
+					{
+						object: 'block',
+						type: 'code',
+						code: {
+							language: 'json',
+							rich_text: [{ type: 'text', text: { content: typeof memo.financial_metrics === 'string' ? memo.financial_metrics : JSON.stringify(memo.financial_metrics, null, 2) } }],
+						},
+					},
+				]
+				: []),
+		],
+	});
+	return page;
+}
+
+module.exports = {
+	integrations,
+	uploadFileToSupabase,
+	uploadFileToGoogleDrive,
+	exportCreditMemoToNotion,
+};