YouTube video by Sumrise

YouTube video by Sumrise

This is a submission for the Postmark Challenge: Inbox Innovators. ## What I Built Sumrise is a personal spend analyzer tool that parses credit card and banking transaction emails forwarded to an inbound processor. It extracts transaction data asynchronously and displays monthly expenditure summaries and transaction lists in a simple dashboard. _Key features: Dockerized, 100% Self hostable, Bank and currency agnostic (It is just the filtering logic with your mail provider), You control the emails, You (can) control the LLMs, You control the data._ _Bonus: Mobile responsive, dark mode, no tracking, no ads, no signup, no login (of course you login only as a super admin in an environment you control), no data collection, no data sharing, no data selling, no data mining, no data profiling, no data anything._ ###### tools: sveltekit, pocketbase, postmark, groq, docker, cloudflare, cloudflared. ## Demo ## Code Repository ## peopledrivemecrazy / sumrise ### Sumrise is a personal spend analyzer tool that parses credit card and banking transaction emails forwarded to an inbound processor. It extracts transaction data asynchronously and displays monthly expenditure summaries and transaction lists in a simple dashboard. # Sumrise Spend Analyzer - Developer Specification (MVP) ## Overview **Sumrise** is a personal spend analyzer tool that parses credit card and banking transaction emails forwarded to an inbound processor. It extracts transaction data asynchronously and displays monthly expenditure summaries and transaction lists in a simple dashboard. ## Architecture sequenceDiagram participant U as You participant B as Bank participant G as Gmail participant P as Inbound Processor participant DB as PocketBase participant CRON as Cron Job participant GROQ as Groq API participant UI as SvelteKit App U->>B: Make a transaction B->>G: Sends transaction email G->>P: Forwards email to inbound processor P->>DB: Saves email to raw_emails collection CRON->>DB: Fetches queued emails CRON->>GROQ: Sends email for parsing alt Groq succeeds GROQ-->>CRON: Parsed transaction data CRON->>DB: Updates transaction record else Groq fails or response is incorrect CRON->>DB: Marks record as failed with error_msg UI->>DB: Displays link to retry parsing end U->>UI: Views dashboard UI->>DB: Fetches processed … View on GitHub https://github.com/peopledrivemecrazy/sumrise ## How I Built It This project is built with a focus on simplicity, rapid development, and leveraging powerful, free-tier-friendly tools. Most email providers have a way to forward emails to any email address. I use Gmail and can use the filter feature to forward emails with a specific match pattern (Subject, from, body text, etc) to a specific email address. I forward these emails to my Postmark mail. This in turn makes a call to the webhook I set up with Pocketbase (hooks), which is a simple script that parses the email and saves the data to the database, adds `queued` status to the record. A cron job is set up to run every minute and checks for records with `queued` status and makes a subsequent call to the groq api to parse the email and update the record with the parsed data to the `transactions` collection. You make a transaction -> Your bank sends an email -> Your email provider (Gmail in my case)forwards the email to my inbound processor -> Pocketbase saves the email to the database -> Cron job calls Groq api to parse the email and updates the database -> SvelteKit app displays the data in a simple dashboard. Also, sometimes Groq fails or sends an incorrect response. I have a simple fallback that adds a `failed` status to the record and a link to access the failed transaction, which the user can retry. It sets the status to `queued`, and the cron job will retry it. ## Tech Stack * **Backend:** I chose **PocketBase** as the all-in-one backend. It's an open-source Go application that provides a SQLite database, real-time subscriptions, user management, and a full admin UI in a single file. It's incredibly fast and easy to set up. The asynchronous email processing is handled by a cron job written in JavaScript and executed by PocketBase's integrated JSVM. * **Frontend:** The UI is built with **SvelteKit** , a modern web framework that allows for building highly performant applications with a great developer experience. For styling, I used **Tailwind CSS** to quickly create a clean and responsive design without writing a lot of custom CSS. * **AI-Powered Parsing:** To extract structured data from unstructured email text, I'm using the **Groq API**. It provides blazing-fast LLM inference, which is perfect for the real-time nature of this application. * **Development & Infrastructure:** The entire stack is containerized using **Docker and Docker Compose**. This ensures a consistent development environment and simplifies setup. The stack includes three main services: the SvelteKit app, the PocketBase server, and an **Nginx** reverse proxy. Nginx is configured to serve the frontend and backend under local domains (`sumrise.test`, `pocketbase.test`) with locally-trusted SSL certificates generated by **mkcert**. * **Inbound Email Forwarding:** **Postmark** to forward emails to the inbound processor. I'm using the **Postmark Inbound Webhook** to forward emails to the inbound processor. * **Cloudflare:** to serve the frontend and backend. I'm using the **Cloudflare tunnels** to expose the frontend and backend and allow Postmark to webhook to reach my machine. ## Important notes This is a Docker-focused project; most of its orchestration can be found in the `docker-compose.yml` file. * Nginx is configured to serve the frontend and backend under local domains (`sumrise.test`, `pocketbase.test`) with locally-trusted SSL certificates generated by **mkcert**. * A custom domain for the app `sumrise.test` and `pocketbase.test` for the backend, and edited the `/etc/hosts` file to point to my local machine. * When adding your postmark inbound email to Gmail, you will get a verification email; you need to verify it to start forwarding emails. * I am using Cloudflare Tunnels (cloudflared) with ingress to expose the frontend and backend to the internet. * For demo purposes, the cron job is set to run every minute. * Tweak the SYSTEM_PROMPT to your needs. # Cloudflare tunnel config tunnel: tunnel_id credentials-file: /<user_home>/.cloudflared/tunnel_id.json ingress: - hostname: pocketbase.domain.com originRequest: disableChunkedEncoding: false service: http://localhost:8080 - hostname: sumrise.domain.com service: https://sumrise.test - service: http_status:404 ## Setup 1. Create and set up a filter to forward the emails to Postmark. 2. Configure webhook in Postmark For more information, please see the repo.

Sumrise permet de créer des résumés simples, rapides et mobiles que les organisateurs d’événements peuvent partager à leur communauté pendant ou juste après l’événement.  Créer son résumé sur Sumrise ne [...]

Sumrise permet de créer des résumés simples, rapides et mobiles que les organisateurs d’événements peuvent partager à leur communauté pendant ou juste après l’événement.  Créer son résumé sur Sumrise ne [...]