feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
/**
|
2026-05-04 22:57:01 +02:00
|
|
|
* OCR provider config - stored in `system_settings` under the key
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
* `ocr.config`. Each port can either have its own row (port_id = port.id)
|
|
|
|
|
* or opt into the global row (port_id = null) by setting `useGlobal: true`.
|
|
|
|
|
*/
|
|
|
|
|
|
|
|
|
|
import { and, eq, isNull } from 'drizzle-orm';
|
|
|
|
|
|
fix(audit-wave-10): types-auditor fixes — Tx type, BerthDetailData, parseBody, toAuditJson
Address the CRITICAL + high-leverage HIGH items from the types-auditor:
**C1 — `tx: any` in client-restore.service**
Export a canonical `Tx` type from `lib/db/utils.ts` (derived from
Drizzle's `db.transaction` callback shape) and use it in
`applyReversal` so the 12+ downstream tx writes get full inference.
**C2 — berth-detail page stacked `useQuery<any>` escape hatches**
Export `BerthDetailData` from berth-detail-header and consume it
through useQuery + apiFetch. Removed three `any` escapes in the
highest-traffic detail page. Also collapsed the duplicate `BerthData`
in berth-tabs.tsx to import from berth-detail-header so the two
types can't drift.
**C3 — parseBody migration for portal/public routes**
Replace raw `await req.json() + schema.parse(body)` with the
project-standard `parseBody(req, schema)` helper across 7 routes:
- portal/auth/{change-password, activate, reset-password}
- auth/set-password
- public/{interests, residential-inquiries}
Skipped the three anti-enumeration routes (forgot-password, sign-in,
sign-in-by-identifier) where the manual validation gives opaque
errors on purpose. website-inquiries already wraps the parse in a
custom 400 — left as-is.
**HIGH #5 — `toAuditJson<T>` helper (21 → 0 inline casts)**
Introduce `toAuditJson<T extends object>(row: T): Record<string,
unknown>` in lib/audit.ts (mirrors gdpr-bundle-builder's `toJsonRow`
that already exists for the same reason). Codemod 21 `<row> as unknown
as Record<string, unknown>` sites across:
- invoices.ts × 6
- expenses.ts × 6
- berths.service × 2
- documents.service × 2
- ocr-config.service × 2
- ai-budget.service × 2
- yachts.service, companies.service, company-memberships.service × 1 each
document-templates' `payload as unknown as Record<...>` is a different
shape (Documenso form-values widening, not an audit log) — kept the
manual cast there. Tests stay 1315/1315.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:27:08 +02:00
|
|
|
import { toAuditJson } from '@/lib/audit';
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
import { db } from '@/lib/db';
|
|
|
|
|
import { systemSettings } from '@/lib/db/schema/system';
|
|
|
|
|
import { encrypt, decrypt } from '@/lib/utils/encryption';
|
|
|
|
|
|
|
|
|
|
export type OcrProvider = 'openai' | 'claude';
|
|
|
|
|
|
|
|
|
|
export const OCR_MODELS: Record<OcrProvider, string[]> = {
|
|
|
|
|
openai: ['gpt-4o-mini', 'gpt-4o', 'gpt-4-turbo'],
|
|
|
|
|
claude: ['claude-haiku-4-5', 'claude-sonnet-4-6', 'claude-opus-4-7'],
|
|
|
|
|
};
|
|
|
|
|
|
|
|
|
|
export const DEFAULT_MODEL: Record<OcrProvider, string> = {
|
|
|
|
|
openai: 'gpt-4o-mini',
|
|
|
|
|
claude: 'claude-haiku-4-5',
|
|
|
|
|
};
|
|
|
|
|
|
2026-05-04 22:57:01 +02:00
|
|
|
/** Public shape that admin UIs read - never includes the raw key. */
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
export interface OcrConfigPublic {
|
|
|
|
|
provider: OcrProvider;
|
|
|
|
|
model: string;
|
|
|
|
|
/** True when an encrypted key is present. We never echo the key itself. */
|
|
|
|
|
hasApiKey: boolean;
|
|
|
|
|
/** Port-level rows can opt into the global config. */
|
|
|
|
|
useGlobal: boolean;
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
/**
|
|
|
|
|
* AI receipt parsing is opt-in per port. When false (the default),
|
|
|
|
|
* the scanner uses the in-browser Tesseract.js engine and the AI
|
|
|
|
|
* provider is never called even if a key is configured.
|
|
|
|
|
*/
|
|
|
|
|
aiEnabled: boolean;
|
2026-06-18 21:42:36 +02:00
|
|
|
/**
|
|
|
|
|
* CM-6: manual-entry mode. When true the scanner skips ALL parsing
|
|
|
|
|
* (Tesseract + AI) and presents an empty form for the operator to fill in
|
|
|
|
|
* by hand. Per-port; takes precedence over `aiEnabled`. Default false.
|
|
|
|
|
*/
|
|
|
|
|
manualEntry: boolean;
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
}
|
|
|
|
|
|
2026-05-04 22:57:01 +02:00
|
|
|
/** Internal shape including the decrypted key - server-side only. */
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
export interface OcrConfigResolved extends OcrConfigPublic {
|
|
|
|
|
apiKey: string | null;
|
|
|
|
|
/** Source of the resolved row: 'port' | 'global' | 'none'. */
|
|
|
|
|
source: 'port' | 'global' | 'none';
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
interface StoredOcrConfig {
|
|
|
|
|
provider: OcrProvider;
|
|
|
|
|
model: string;
|
|
|
|
|
apiKeyEncrypted: string | null;
|
|
|
|
|
useGlobal: boolean;
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
aiEnabled?: boolean;
|
2026-06-18 21:42:36 +02:00
|
|
|
manualEntry?: boolean;
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
const KEY = 'ocr.config';
|
|
|
|
|
|
|
|
|
|
async function readRow(portId: string | null): Promise<StoredOcrConfig | null> {
|
|
|
|
|
const where =
|
|
|
|
|
portId === null
|
|
|
|
|
? and(eq(systemSettings.key, KEY), isNull(systemSettings.portId))
|
|
|
|
|
: and(eq(systemSettings.key, KEY), eq(systemSettings.portId, portId));
|
|
|
|
|
const [row] = await db.select().from(systemSettings).where(where);
|
|
|
|
|
if (!row) return null;
|
|
|
|
|
return row.value as unknown as StoredOcrConfig;
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
async function writeRow(portId: string | null, value: StoredOcrConfig, userId: string) {
|
fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
|
|
|
// True upsert. The previous delete-then-insert pattern had a race
|
|
|
|
|
// window where two concurrent writes could both DELETE and both INSERT,
|
|
|
|
|
// accumulating duplicate rows (caught and dedupe'd by migration 0047).
|
|
|
|
|
// The (key, port_id) NULLS NOT DISTINCT unique index makes this
|
|
|
|
|
// upsert atomic.
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
await db
|
fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
|
|
|
.insert(systemSettings)
|
|
|
|
|
.values({
|
|
|
|
|
key: KEY,
|
|
|
|
|
portId,
|
fix(audit-wave-10): types-auditor fixes — Tx type, BerthDetailData, parseBody, toAuditJson
Address the CRITICAL + high-leverage HIGH items from the types-auditor:
**C1 — `tx: any` in client-restore.service**
Export a canonical `Tx` type from `lib/db/utils.ts` (derived from
Drizzle's `db.transaction` callback shape) and use it in
`applyReversal` so the 12+ downstream tx writes get full inference.
**C2 — berth-detail page stacked `useQuery<any>` escape hatches**
Export `BerthDetailData` from berth-detail-header and consume it
through useQuery + apiFetch. Removed three `any` escapes in the
highest-traffic detail page. Also collapsed the duplicate `BerthData`
in berth-tabs.tsx to import from berth-detail-header so the two
types can't drift.
**C3 — parseBody migration for portal/public routes**
Replace raw `await req.json() + schema.parse(body)` with the
project-standard `parseBody(req, schema)` helper across 7 routes:
- portal/auth/{change-password, activate, reset-password}
- auth/set-password
- public/{interests, residential-inquiries}
Skipped the three anti-enumeration routes (forgot-password, sign-in,
sign-in-by-identifier) where the manual validation gives opaque
errors on purpose. website-inquiries already wraps the parse in a
custom 400 — left as-is.
**HIGH #5 — `toAuditJson<T>` helper (21 → 0 inline casts)**
Introduce `toAuditJson<T extends object>(row: T): Record<string,
unknown>` in lib/audit.ts (mirrors gdpr-bundle-builder's `toJsonRow`
that already exists for the same reason). Codemod 21 `<row> as unknown
as Record<string, unknown>` sites across:
- invoices.ts × 6
- expenses.ts × 6
- berths.service × 2
- documents.service × 2
- ocr-config.service × 2
- ai-budget.service × 2
- yachts.service, companies.service, company-memberships.service × 1 each
document-templates' `payload as unknown as Record<...>` is a different
shape (Documenso form-values widening, not an audit log) — kept the
manual cast there. Tests stay 1315/1315.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:27:08 +02:00
|
|
|
value: toAuditJson(value),
|
fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
|
|
|
updatedBy: userId,
|
|
|
|
|
})
|
|
|
|
|
.onConflictDoUpdate({
|
|
|
|
|
target: [systemSettings.key, systemSettings.portId],
|
|
|
|
|
set: {
|
fix(audit-wave-10): types-auditor fixes — Tx type, BerthDetailData, parseBody, toAuditJson
Address the CRITICAL + high-leverage HIGH items from the types-auditor:
**C1 — `tx: any` in client-restore.service**
Export a canonical `Tx` type from `lib/db/utils.ts` (derived from
Drizzle's `db.transaction` callback shape) and use it in
`applyReversal` so the 12+ downstream tx writes get full inference.
**C2 — berth-detail page stacked `useQuery<any>` escape hatches**
Export `BerthDetailData` from berth-detail-header and consume it
through useQuery + apiFetch. Removed three `any` escapes in the
highest-traffic detail page. Also collapsed the duplicate `BerthData`
in berth-tabs.tsx to import from berth-detail-header so the two
types can't drift.
**C3 — parseBody migration for portal/public routes**
Replace raw `await req.json() + schema.parse(body)` with the
project-standard `parseBody(req, schema)` helper across 7 routes:
- portal/auth/{change-password, activate, reset-password}
- auth/set-password
- public/{interests, residential-inquiries}
Skipped the three anti-enumeration routes (forgot-password, sign-in,
sign-in-by-identifier) where the manual validation gives opaque
errors on purpose. website-inquiries already wraps the parse in a
custom 400 — left as-is.
**HIGH #5 — `toAuditJson<T>` helper (21 → 0 inline casts)**
Introduce `toAuditJson<T extends object>(row: T): Record<string,
unknown>` in lib/audit.ts (mirrors gdpr-bundle-builder's `toJsonRow`
that already exists for the same reason). Codemod 21 `<row> as unknown
as Record<string, unknown>` sites across:
- invoices.ts × 6
- expenses.ts × 6
- berths.service × 2
- documents.service × 2
- ocr-config.service × 2
- ai-budget.service × 2
- yachts.service, companies.service, company-memberships.service × 1 each
document-templates' `payload as unknown as Record<...>` is a different
shape (Documenso form-values widening, not an audit log) — kept the
manual cast there. Tests stay 1315/1315.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 12:27:08 +02:00
|
|
|
value: toAuditJson(value),
|
fix(audit): non-Documenso backlog sweep — port-binding, NULLS NOT DISTINCT, custom merge tokens, company docs
Wave through the remaining audit-final-deferred items that aren't blocked
on the back-burnered Documenso work.
Multi-tenant isolation:
- Storage proxy ProxyTokenPayload gains optional `p` (port slug) claim;
verifier asserts `key.startsWith(${p}/)`. Defense-in-depth against a
buggy issuer in some future code path that mixes port scopes — every
storage key generated by generateStorageKey() already prefixes the
slug. document-sends opts in for 24h emailed download links; other
callers continue working unchanged via the optional field.
DB schema reconciliation:
- Migration 0047 rebuilds system_settings unique index with NULLS NOT
DISTINCT (Postgres 15+) so global settings (port_id IS NULL) are
uniquely keyed by `key` alone. Surfaced + dedupe'd 65 duplicate
(storage_backend, NULL) rows that had accumulated from race-prone
delete-then-insert patterns in ocr-config / settings / residential-
stages / ai-budget services. All four services converted to true
onConflictDoUpdate upserts so the race window is closed.
API uniformity:
- Response shape standardization: 16 routes converted from
`{ success: true }` to 204 No Content. CLAUDE.md documents the
convention (`{ data: <T> }` for content, 204 for empty mutations,
portal-auth retains `{ success: true }` for the frontend's auth chain).
- req.json() → parseBody() migration across 9 admin/CRM routes
(custom-fields, expenses/export ×3, currency convert,
search/recently-viewed, admin/duplicates, berths/pdf-{upload-url,
versions, parse-results}). Uniform 400 error shapes for
ZodError-flagged bodies.
Custom-fields merge tokens (shipped end-to-end):
- merge-fields.ts gains CUSTOM_MERGE_TOKEN_RE + helpers for the
`{{custom.<fieldName>}}` shape.
- document-templates validator accepts the dynamic shape alongside
the static catalog tokens.
- document-sends.service mergeCustomFieldValues resolver fetches
per-port custom_field_definitions for client/interest/berth contexts
and substitutes stored values keyed by `{{custom.fieldName}}`.
- custom-fields-manager amber banner updated to reflect that merge
tokens now expand (search index + entity-diff remain documented
design limitations).
/api/v1/files cross-entity filtering:
- Validator + listFiles + uploadFile accept companyId AND yachtId
alongside clientId. file-upload-zone propagates both.
- New CompanyFilesTab component mirrors ClientFilesTab; restored as a
visible Documents tab in company-tabs.tsx (was a hidden stub).
Inline TODOs:
- Reviewed remaining two TODOs (per-user reminder schedule, import
worker handlers). Both are placeholders for future feature surfaces,
not bugs — per-port digest works for every customer; nothing
currently enqueues import jobs (verified). Annotated in BACKLOG.
BACKLOG.md updated to reflect what landed and what's still pending
(Documenso-related items still bundled with the back-burnered phases).
Tests: 1185/1185 vitest, tsc clean.
2026-05-08 02:20:27 +02:00
|
|
|
updatedBy: userId,
|
|
|
|
|
updatedAt: new Date(),
|
|
|
|
|
},
|
|
|
|
|
});
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
/**
|
|
|
|
|
* Resolve the active OCR config for a port: port row (unless `useGlobal`),
|
|
|
|
|
* falling back to the global row, falling back to a default-empty config.
|
|
|
|
|
*/
|
|
|
|
|
export async function getResolvedOcrConfig(portId: string): Promise<OcrConfigResolved> {
|
|
|
|
|
const portRow = await readRow(portId);
|
|
|
|
|
const useGlobal = portRow?.useGlobal === true || !portRow;
|
|
|
|
|
const sourceRow = useGlobal ? await readRow(null) : portRow;
|
|
|
|
|
if (!sourceRow) {
|
|
|
|
|
return {
|
|
|
|
|
provider: 'openai',
|
|
|
|
|
model: DEFAULT_MODEL.openai,
|
|
|
|
|
apiKey: null,
|
|
|
|
|
hasApiKey: false,
|
|
|
|
|
useGlobal: portRow?.useGlobal === true,
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
aiEnabled: false,
|
2026-06-18 21:42:36 +02:00
|
|
|
manualEntry: portRow?.manualEntry === true,
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
source: 'none',
|
|
|
|
|
};
|
|
|
|
|
}
|
2026-06-18 21:42:36 +02:00
|
|
|
// The aiEnabled / manualEntry flags are per-port: even if the port falls back
|
|
|
|
|
// to a global key, the port admin still has to flip these on this port.
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
const aiEnabled = portRow?.aiEnabled === true;
|
2026-06-18 21:42:36 +02:00
|
|
|
const manualEntry = portRow?.manualEntry === true;
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
return {
|
|
|
|
|
provider: sourceRow.provider,
|
|
|
|
|
model: sourceRow.model,
|
|
|
|
|
apiKey: sourceRow.apiKeyEncrypted ? decrypt(sourceRow.apiKeyEncrypted) : null,
|
|
|
|
|
hasApiKey: Boolean(sourceRow.apiKeyEncrypted),
|
|
|
|
|
useGlobal: portRow?.useGlobal === true,
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
aiEnabled,
|
2026-06-18 21:42:36 +02:00
|
|
|
manualEntry,
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
source: useGlobal ? 'global' : 'port',
|
|
|
|
|
};
|
|
|
|
|
}
|
|
|
|
|
|
2026-05-04 22:57:01 +02:00
|
|
|
/** Public-safe view for the admin UI - same shape but never the key. */
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
export async function getPublicOcrConfig(portId: string | null): Promise<OcrConfigPublic> {
|
|
|
|
|
const row = await readRow(portId);
|
|
|
|
|
if (!row) {
|
|
|
|
|
return {
|
|
|
|
|
provider: 'openai',
|
|
|
|
|
model: DEFAULT_MODEL.openai,
|
|
|
|
|
hasApiKey: false,
|
|
|
|
|
useGlobal: false,
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
aiEnabled: false,
|
2026-06-18 21:42:36 +02:00
|
|
|
manualEntry: false,
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
};
|
|
|
|
|
}
|
|
|
|
|
return {
|
|
|
|
|
provider: row.provider,
|
|
|
|
|
model: row.model,
|
|
|
|
|
hasApiKey: Boolean(row.apiKeyEncrypted),
|
|
|
|
|
useGlobal: row.useGlobal,
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
aiEnabled: row.aiEnabled === true,
|
2026-06-18 21:42:36 +02:00
|
|
|
manualEntry: row.manualEntry === true,
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
};
|
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export interface SaveOcrConfigInput {
|
|
|
|
|
provider: OcrProvider;
|
|
|
|
|
model: string;
|
|
|
|
|
/** When provided, replaces any stored key. When undefined, the existing key is preserved. */
|
|
|
|
|
apiKey?: string;
|
|
|
|
|
/** When true, clears the stored key. */
|
|
|
|
|
clearApiKey?: boolean;
|
|
|
|
|
useGlobal?: boolean;
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
/** Per-port toggle: enable AI receipt parsing. Defaults to false. */
|
|
|
|
|
aiEnabled?: boolean;
|
2026-06-18 21:42:36 +02:00
|
|
|
/** Per-port toggle: manual entry (skip all parsing). Defaults to false. */
|
|
|
|
|
manualEntry?: boolean;
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
}
|
|
|
|
|
|
|
|
|
|
export async function saveOcrConfig(
|
|
|
|
|
portId: string | null,
|
|
|
|
|
input: SaveOcrConfigInput,
|
|
|
|
|
userId: string,
|
|
|
|
|
): Promise<void> {
|
|
|
|
|
const existing = await readRow(portId);
|
|
|
|
|
let apiKeyEncrypted = existing?.apiKeyEncrypted ?? null;
|
|
|
|
|
if (input.clearApiKey) {
|
|
|
|
|
apiKeyEncrypted = null;
|
|
|
|
|
} else if (input.apiKey !== undefined && input.apiKey.length > 0) {
|
|
|
|
|
apiKeyEncrypted = encrypt(input.apiKey);
|
|
|
|
|
}
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
|
|
|
// AI is meaningful only at the port scope. Preserve the existing flag if the
|
|
|
|
|
// caller didn't pass one (so toggling provider/model doesn't re-disable AI).
|
|
|
|
|
const aiEnabled = portId === null ? false : (input.aiEnabled ?? existing?.aiEnabled ?? false);
|
2026-06-18 21:42:36 +02:00
|
|
|
// Manual entry is also port-only; preserve when the caller omits it.
|
|
|
|
|
const manualEntry =
|
|
|
|
|
portId === null ? false : (input.manualEntry ?? existing?.manualEntry ?? false);
|
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
|
|
|
await writeRow(
|
|
|
|
|
portId,
|
|
|
|
|
{
|
|
|
|
|
provider: input.provider,
|
|
|
|
|
model: input.model,
|
|
|
|
|
apiKeyEncrypted,
|
|
|
|
|
useGlobal: portId === null ? false : Boolean(input.useGlobal),
|
feat(ocr): Tesseract.js as default scanner, AI as opt-in per port
The mobile receipt scanner now runs Tesseract.js in-browser by default —
on-device, free, and image bytes never leave the device. AI providers
(OpenAI / Claude) become a per-port opt-in for higher accuracy on
hard-to-read receipts.
- Lazy-load Tesseract WASM in src/lib/ocr/tesseract-client.ts (5 MB
bundle dynamic-imports on first scan, not in main chunk)
- Heuristic parser src/lib/ocr/parse-receipt-text.ts extracts vendor,
date, amount, currency, and line items from raw OCR text
- New port-scoped aiEnabled flag on OcrConfig (defaults false). Resolved
flag never inherits from the global row — each port admin opts in
independently
- Scan endpoint short-circuits to manual-mode when aiEnabled=false so
the AI provider is never invoked unless the admin has flipped the
switch
- Scan UI runs Tesseract first, then asks the server whether AI is
enabled — uses the AI result only when its confidence beats Tesseract;
network failures degrade gracefully to the local parse
- Admin OCR-settings form gains the per-port aiEnabled checkbox
Tests: 756/756 vitest (was 747) — +7 parser unit tests, +2 aiEnabled
config tests.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:46:29 +02:00
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aiEnabled,
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2026-06-18 21:42:36 +02:00
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manualEntry,
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feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 17:21:55 +02:00
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},
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userId,
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);
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}
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