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pn-new-crm/src/lib/services/expense-ocr.service.ts

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feat(insights): Phase B schema + service skeletons PR1 of Phase B per docs/superpowers/specs/2026-04-28-phase-b-insights-alerts-design.md. Lays the foundation that PRs 2-10 will fill in with behaviour. Schema (migration 0014): - alerts table with rule-engine fields (rule_id, severity, link, entity_type/id, fingerprint, fired/dismissed/acknowledged/resolved timestamps, jsonb metadata). Partial-unique fingerprint index keeps one open row per (port, rule, entity); separate indexes power severity-filtered and time-ordered queries. - analytics_snapshots (port_id, metric_id) -> jsonb cache + computedAt for the 15-min recurring refresh. - expenses: duplicate_of self-FK, dedup_scanned_at, ocr_status/raw/ confidence; partial index on (port, vendor, amount, date) where duplicate_of IS NULL drives the dedup heuristic. - audit_logs.search_text: GENERATED ALWAYS tsvector over action+entity_type+entity_id+user_id, GIN-indexed (drizzle can't model GENERATED ALWAYS in TS yet, so the migration appends manual ALTER + the GIN index). Service skeletons in src/lib/services/: - alerts.service.ts: fingerprintFor, reconcileAlertsForPort (upsert + auto-resolve), dismiss, acknowledge, listAlertsForPort. - alert-rules.ts: RULE_REGISTRY of 10 rule evaluators (currently no-op); PR2 fills in the bodies. - analytics.service.ts: readSnapshot/writeSnapshot with 15-min TTL + no-op compute* stubs for the four chart series; PR3 fills behavior. - expense-dedup.service.ts: scanForDuplicates + markBestDuplicate using the partial dedup index. PR8 wires the BullMQ trigger. - expense-ocr.service.ts: OcrResult/OcrLineItem types + ocrReceipt stub. PR9 wires Claude Vision (Haiku 4.5 + ephemeral system-prompt cache). - audit-search.service.ts: tsvector @@ plainto_tsquery + cursor pagination on (createdAt, id). PR10 wires the admin UI. tsc clean, lint clean, vitest 675/675 (one unrelated AES random-output flake passes solo). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 14:43:01 +02:00
/**
* Claude Vision-driven OCR for expense receipts. PR1 stub: types and the
* service contract. The actual API call wires up in PR9 with prompt
* caching on the system text and Haiku 4.5 by default.
*/
export interface OcrLineItem {
description: string;
quantity?: number;
unitPrice?: number;
amount: number;
}
export interface OcrResult {
vendor: string | null;
amount: number | null;
currency: string | null;
/** ISO date YYYY-MM-DD. */
date: string | null;
lineItems: OcrLineItem[];
/** 0..1; below 0.6 surfaces "verify mode" UI. */
confidence: number;
}
export interface OcrContext {
fileId: string;
fileUrl: string;
/** Optional MIME hint; the service still detects from bytes. */
mimeType?: string;
}
/** Cost ceiling per call (Haiku 4.5 + cached system prompt). PR9 enforces. */
export const OCR_MAX_TOKENS = 1024;
export const OCR_LOW_CONFIDENCE_THRESHOLD = 0.6;
/** Stub returns "pending" shape so callers can wire UI in PR1 without
* Anthropic credentials. */
export async function ocrReceipt(_ctx: OcrContext): Promise<OcrResult> {
return {
vendor: null,
amount: null,
currency: null,
date: null,
lineItems: [],
confidence: 0,
};
}