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

@@ -11,7 +11,11 @@ import { NotFoundError, ConflictError } from '@/lib/errors';
import { emitToRoom } from '@/lib/socket/server';
import { convert } from '@/lib/services/currency';
import { logger } from '@/lib/logger';
import type { CreateExpenseInput, UpdateExpenseInput, ListExpensesInput } from '@/lib/validators/expenses';
import type {
CreateExpenseInput,
UpdateExpenseInput,
ListExpensesInput,
} from '@/lib/validators/expenses';
export type { ListExpensesInput };
@@ -59,7 +63,10 @@ export async function listExpenses(portId: string, query: ListExpensesInput) {
includeArchived: query.includeArchived,
archivedAtColumn: expenses.archivedAt,
sort: query.sort
? { column: expenses[query.sort as keyof typeof expenses] as unknown as PgColumn, direction: query.order }
? {
column: expenses[query.sort as keyof typeof expenses] as unknown as PgColumn,
direction: query.order,
}
: undefined,
});
}
@@ -87,7 +94,10 @@ export async function createExpense(
exchangeRate = String(conversion.rate);
} else {
// BR-040: if rate unavailable, save without conversion + log warning
logger.warn({ currency: data.currency }, 'Currency rate unavailable, saving expense without USD conversion');
logger.warn(
{ currency: data.currency },
'Currency rate unavailable, saving expense without USD conversion',
);
}
} else {
amountUsd = String(data.amount);
@@ -137,6 +147,15 @@ export async function createExpense(
category: expense.category ?? '',
});
// Schedule a duplicate-detection sweep. Best-effort — we don't want a
// queue-side hiccup to fail the user's create.
try {
const { getQueue } = await import('@/lib/queue');
await getQueue('maintenance').add('expense-dedup-scan', { expenseId: expense.id });
} catch (err) {
logger.warn({ err, expenseId: expense.id }, 'Failed to enqueue expense-dedup-scan');
}
return expense;
}
@@ -161,7 +180,10 @@ export async function updateExpense(
updateData.amountUsd = String(conversion.result);
updateData.exchangeRate = String(conversion.rate);
} else {
logger.warn({ currency: newCurrency }, 'Currency rate unavailable during update, clearing USD conversion');
logger.warn(
{ currency: newCurrency },
'Currency rate unavailable during update, clearing USD conversion',
);
updateData.amountUsd = null;
updateData.exchangeRate = null;
}
@@ -204,11 +226,7 @@ export async function updateExpense(
return updated;
}
export async function archiveExpense(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
export async function archiveExpense(id: string, portId: string, meta: ServiceAuditMeta) {
const existing = await getExpenseById(id, portId);
// BR-045: Check if linked to non-draft invoice
@@ -216,12 +234,7 @@ export async function archiveExpense(
.select({ invoiceId: invoiceExpenses.invoiceId })
.from(invoiceExpenses)
.innerJoin(invoices, eq(invoices.id, invoiceExpenses.invoiceId))
.where(
and(
eq(invoiceExpenses.expenseId, id),
sql`${invoices.status} != 'draft'`,
),
)
.where(and(eq(invoiceExpenses.expenseId, id), sql`${invoices.status} != 'draft'`))
.limit(1);
if (linkedInvoice.length > 0) {
@@ -244,11 +257,7 @@ export async function archiveExpense(
emitToRoom(`port:${portId}`, 'expense:archived', { expenseId: id });
}
export async function restoreExpense(
id: string,
portId: string,
meta: ServiceAuditMeta,
) {
export async function restoreExpense(id: string, portId: string, meta: ServiceAuditMeta) {
await getExpenseById(id, portId);
await restore(expenses, expenses.id, id);