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>
This commit is contained in:
Matt Ciaccio
2026-04-28 17:21:55 +02:00
parent 2fa70f4582
commit f52d21df83
63 changed files with 4459 additions and 206 deletions

View File

@@ -0,0 +1,89 @@
'use client';
import { Bar, BarChart, CartesianGrid, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
import { CardSkeleton } from '@/components/shared/loading-skeleton';
import { EmptyState } from '@/components/shared/empty-state';
import { ChartCard } from './chart-card';
import { useFunnel } from './use-analytics';
import type { DateRange } from '@/lib/services/analytics.service';
const STAGE_LABELS: Record<string, string> = {
open: 'Open',
details_sent: 'Details Sent',
in_communication: 'In Communication',
visited: 'Visited',
signed_eoi_nda: 'Signed EOI/NDA',
deposit_10pct: 'Deposit 10%',
contract: 'Contract',
completed: 'Completed',
};
interface Props {
range: DateRange;
}
export function PipelineFunnelChart({ range }: Props) {
const { data, isLoading } = useFunnel(range);
const stages = data?.stages ?? [];
const chartData = stages.map((s) => ({
stage: STAGE_LABELS[s.stage] ?? s.stage,
count: s.count,
conversionPct: s.conversionPct,
}));
const allZero = stages.every((s) => s.count === 0);
function toCsv(): string | null {
if (!stages.length) return null;
const header = 'stage,count,conversion_pct';
const rows = stages.map((s) => `${s.stage},${s.count},${s.conversionPct}`);
return [header, ...rows].join('\n');
}
return (
<ChartCard
title="Pipeline Funnel"
description="Interests by stage with conversion rate vs. open"
exportFilename={`pipeline-funnel-${range}`}
toCsv={toCsv}
>
{isLoading ? (
<CardSkeleton />
) : allZero ? (
<EmptyState title="No interests in range" description="Try a longer date range." />
) : (
<ResponsiveContainer width="100%" height={260}>
<BarChart data={chartData} margin={{ top: 4, right: 8, left: -16, bottom: 60 }}>
<CartesianGrid strokeDasharray="3 3" className="stroke-border" />
<XAxis
dataKey="stage"
tick={{ fontSize: 11, fill: 'hsl(var(--muted-foreground))' }}
angle={-40}
textAnchor="end"
interval={0}
/>
<YAxis
tick={{ fontSize: 11, fill: 'hsl(var(--muted-foreground))' }}
allowDecimals={false}
/>
<Tooltip
contentStyle={{
background: 'hsl(var(--popover))',
border: '1px solid hsl(var(--border))',
borderRadius: '6px',
fontSize: 12,
}}
formatter={(value, _name, item) => {
const pct = (item?.payload as { conversionPct?: number } | undefined)
?.conversionPct;
return [`${value} (${pct ?? 0}%)`, 'Count'];
}}
/>
<Bar dataKey="count" fill="hsl(var(--chart-1))" radius={[4, 4, 0, 0]} />
</BarChart>
</ResponsiveContainer>
)}
</ChartCard>
);
}