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

@@ -1,5 +1,5 @@
import { test, expect } from '@playwright/test';
import { login, navigateTo, PORT_SLUG } from './helpers';
import { login, navigateTo } from './helpers';
import path from 'path';
test.describe('Document Management', () => {
@@ -26,7 +26,7 @@ test.describe('Document Management', () => {
if (await uploadBtn.isVisible({ timeout: 5_000 }).catch(() => false)) {
// Check for a file input (may be hidden)
const fileInput = page.locator('input[type="file"]').first();
if (await fileInput.count() > 0) {
if ((await fileInput.count()) > 0) {
const testFilePath = path.resolve('tests/e2e/fixtures/test-document.txt');
await fileInput.setInputFiles(testFilePath);
await page.waitForTimeout(5000);
@@ -35,7 +35,7 @@ test.describe('Document Management', () => {
await uploadBtn.click();
await page.waitForTimeout(1000);
const fileInput2 = page.locator('input[type="file"]').first();
if (await fileInput2.count() > 0) {
if ((await fileInput2.count()) > 0) {
const testFilePath = path.resolve('tests/e2e/fixtures/test-document.txt');
await fileInput2.setInputFiles(testFilePath);
await page.waitForTimeout(5000);
@@ -47,4 +47,14 @@ test.describe('Document Management', () => {
const pageContent = page.getByText(/documents|files/i).first();
await expect(pageContent).toBeVisible({ timeout: 5_000 });
});
test('documents hub shows the EOI queue tab', async ({ page }) => {
await navigateTo(page, '/documents');
await page.waitForLoadState('networkidle');
const tab = page.getByRole('tab', { name: /eoi queue/i });
await expect(tab).toBeVisible({ timeout: 10_000 });
await tab.click();
await expect(tab).toHaveAttribute('data-state', 'active');
});
});

View File

@@ -41,18 +41,33 @@ test.describe('Dashboard', () => {
expect(errorCount).toBe(0);
});
// Test 3: Pipeline chart shows bars for stages
test('pipeline chart renders with stage bars', async ({ page }) => {
// Test 3: Pipeline funnel chart renders bars for stages (Phase B analytics)
test('pipeline funnel chart renders with stage bars', async ({ page }) => {
await navigateTo(page, '/');
await page.waitForTimeout(3_000);
// Recharts renders SVG bars — look for the chart container and SVG elements
const chartSection = page.getByText('Pipeline Overview').first();
const chartSection = page.getByText('Pipeline Funnel').first();
await expect(chartSection).toBeVisible({ timeout: 10_000 });
// Should have an SVG with rect elements (bars) or the recharts container
// Recharts SVG container should be present (or empty-state if no data).
const svg = page.locator('.recharts-wrapper svg, .recharts-responsive-container svg').first();
await expect(svg).toBeVisible({ timeout: 5_000 });
const empty = page.getByText('No interests in range').first();
const hasSvg = await svg.isVisible({ timeout: 5_000 }).catch(() => false);
const hasEmpty = await empty.isVisible({ timeout: 2_000 }).catch(() => false);
expect(hasSvg || hasEmpty).toBeTruthy();
});
// Test 6: Date range picker switches analytics window
test('date range picker switches between ranges', async ({ page }) => {
await navigateTo(page, '/');
await expect(page.getByText('Pipeline Funnel').first()).toBeVisible({ timeout: 15_000 });
// Default is 30d. Click 7d, then 90d, and verify the kpi line label updates.
await page.getByTestId('range-7d').click();
await expect(page.getByText('Last 7 days')).toBeVisible({ timeout: 5_000 });
await page.getByTestId('range-90d').click();
await expect(page.getByText('Last 90 days')).toBeVisible({ timeout: 5_000 });
});
// Test 4: Activity feed shows recent entries

View File

@@ -0,0 +1,48 @@
import { test, expect } from '@playwright/test';
import { login, navigateTo, PORT_SLUG } from './helpers';
test.describe('Alerts (Phase B)', () => {
test.beforeEach(async ({ page }) => {
await login(page, 'super_admin');
});
test('alert bell renders in topbar with no badge when no alerts', async ({ page }) => {
await navigateTo(page, '/');
const bell = page.getByTestId('alert-bell');
await expect(bell).toBeVisible({ timeout: 15_000 });
});
test('alert bell popover opens', async ({ page }) => {
await navigateTo(page, '/');
const bell = page.getByTestId('alert-bell');
await expect(bell).toBeVisible({ timeout: 15_000 });
await bell.click();
// Popover header is the unambiguous proof that the popover rendered.
await expect(page.getByText('Active alerts').first()).toBeVisible({ timeout: 8_000 });
});
test('dashboard renders the alert rail', async ({ page }) => {
await navigateTo(page, '/');
await expect(page.getByText('Pipeline Funnel').first()).toBeVisible({ timeout: 15_000 });
await expect(page.getByTestId('alert-rail')).toBeVisible({ timeout: 5_000 });
});
test('/alerts page loads with three tabs', async ({ page }) => {
await navigateTo(page, '/alerts');
expect(page.url()).toContain(`/${PORT_SLUG}/alerts`);
await expect(page.getByTestId('tab-open')).toBeVisible({ timeout: 10_000 });
await expect(page.getByTestId('tab-dismissed')).toBeVisible();
await expect(page.getByTestId('tab-resolved')).toBeVisible();
await page.getByTestId('tab-resolved').click();
// No assertion on contents; just smoke that the tab swap doesn't error.
await expect(page.getByTestId('tab-resolved')).toHaveAttribute('data-state', 'active');
});
test('sidebar Alerts link navigates to /alerts', async ({ page }) => {
await navigateTo(page, '/');
await page.getByRole('link', { name: 'Alerts', exact: true }).click();
await expect(page).toHaveURL(new RegExp(`/${PORT_SLUG}/alerts`), { timeout: 10_000 });
});
});

View File

@@ -0,0 +1,36 @@
import { test, expect } from '@playwright/test';
import { login, PORT_SLUG } from './helpers';
test.describe('Berth detail — Interests tab (Phase B)', () => {
test.beforeEach(async ({ page }) => {
await login(page, 'super_admin');
});
test('berth detail page exposes an Interests tab', async ({ page }) => {
// Navigate to the berths list, then click the first row to drill in.
// The list uses TanStack Table row-click handlers, so we wait for the
// table body to populate rather than for `a[href*="/berths/"]`.
await page.goto(`/${PORT_SLUG}/berths`);
const firstRow = page.locator('tbody tr').first();
await expect(firstRow).toBeVisible({ timeout: 20_000 });
// The list table uses an `onRowClick` handler on the <tr> that calls
// `router.push`. Open the row's actions menu and click "View details"
// — the menu item's handler routes the same way and is more reliable
// than firing a synthetic <tr> click under React 19 + dev-mode HMR.
await firstRow.getByRole('button', { name: /open menu/i }).click();
await page.getByRole('menuitem', { name: /view details/i }).click();
await page.waitForURL(/\/berths\/[^/]+$/, { timeout: 10_000 });
const tab = page.getByRole('tab', { name: 'Interests', exact: true });
await expect(tab).toBeVisible({ timeout: 10_000 });
await tab.click();
await expect(tab).toHaveAttribute('data-state', 'active');
// Confirm the new tab body replaced the old stub. The body might be:
// - a populated table
// - the empty-state ("No interests linked to this berth")
// - the loading skeleton (still fetching)
// The negative assertion against the old stub copy is the primary signal.
await expect(page.getByText('Interests coming soon')).not.toBeVisible({ timeout: 2_000 });
});
});

View File

@@ -0,0 +1,50 @@
import { test, expect } from '@playwright/test';
import { login, PORT_SLUG } from './helpers';
test.describe('Receipt scanner PWA (Phase B)', () => {
test.beforeEach(async ({ page }) => {
await login(page, 'super_admin');
});
test('scanner page loads with capture button and no dashboard chrome', async ({ page }) => {
// First-hit dev compile of the brand-new (scanner) route group can exceed 30s.
await page.goto(`/${PORT_SLUG}/scan`, { timeout: 60_000 });
await expect(page.getByRole('heading', { name: /scan a receipt/i })).toBeVisible({
timeout: 20_000,
});
await expect(page.getByTestId('scan-capture')).toBeVisible({ timeout: 10_000 });
// No sidebar / topbar elements should be present on the scanner.
const dashboardLinks = page.getByRole('link', { name: 'Dashboard' });
expect(await dashboardLinks.count()).toBe(0);
});
test('per-port manifest is served with correct content type and scope', async ({ page }) => {
const res = await page.request.get(`/${PORT_SLUG}/scan/manifest.webmanifest`, {
timeout: 60_000,
});
expect(res.status()).toBe(200);
expect(res.headers()['content-type']).toContain('application/manifest+json');
const body = (await res.json()) as {
name: string;
scope: string;
start_url: string;
display: string;
};
expect(body.scope).toBe(`/${PORT_SLUG}/scan`);
expect(body.start_url).toBe(`/${PORT_SLUG}/scan`);
expect(body.display).toBe('standalone');
expect(body.name.toLowerCase()).toContain('scanner');
});
test('admin OCR settings page renders both provider and model selectors', async ({ page }) => {
await page.goto(`/${PORT_SLUG}/admin/ocr`, { timeout: 60_000 });
await expect(page.getByRole('heading', { name: /receipt ocr/i })).toBeVisible({
timeout: 30_000,
});
await expect(page.getByTestId('save-port')).toBeVisible({ timeout: 15_000 });
// Provider + model selects use Radix triggers, not native <label>; locate via testid.
await expect(page.locator('#provider-port')).toBeVisible();
await expect(page.locator('#model-port')).toBeVisible();
});
});

View File

@@ -0,0 +1,43 @@
import { test, expect } from '@playwright/test';
import { login, PORT_SLUG } from './helpers';
test.describe('Audit log read view (Phase B)', () => {
test.beforeEach(async ({ page }) => {
await login(page, 'super_admin');
});
test('admin audit page renders search + entity + action filters', async ({ page }) => {
// First-hit dev-mode compile of the upgraded route can exceed 30s.
await page.goto(`/${PORT_SLUG}/admin/audit`, { timeout: 60_000 });
await expect(page.getByRole('heading', { name: /audit log/i })).toBeVisible({
timeout: 30_000,
});
await expect(page.getByTestId('audit-search')).toBeVisible({ timeout: 10_000 });
await expect(page.getByTestId('audit-entity')).toBeVisible();
await expect(page.getByTestId('audit-action')).toBeVisible();
// Date filters render alongside.
await expect(page.getByLabel(/^from$/i)).toBeVisible();
await expect(page.getByLabel(/^to$/i)).toBeVisible();
});
test('audit API returns cursor-paginated rows with the new shape', async ({ page }) => {
// Pull the port id from the admin/ports list so the audit request can
// pass X-Port-Id (the audit endpoint scopes results to a single port).
const portsRes = await page.request.get('/api/v1/admin/ports');
const portsBody = (await portsRes.json()) as { data: Array<{ id: string }> };
const portId = portsBody.data[0]?.id;
expect(portId).toBeTruthy();
const auditRes = await page.request.get(`/api/v1/admin/audit?limit=5`, {
headers: { 'X-Port-Id': portId! },
timeout: 60_000,
});
expect(auditRes.status()).toBe(200);
const body = (await auditRes.json()) as {
data: Array<{ action: string; entityType: string }>;
pagination: { nextCursor: { createdAt: string; id: string } | null };
};
expect(Array.isArray(body.data)).toBe(true);
expect(body.pagination).toHaveProperty('nextCursor');
});
});