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:
153
tests/integration/documents-hub-eoi-queue.test.ts
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153
tests/integration/documents-hub-eoi-queue.test.ts
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/**
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* PR6 — documents hub `eoi_queue` tab.
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*
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* Verifies that:
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* - `listDocuments` with tab='eoi_queue' returns only EOI docs in
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* draft/sent/partially_signed status
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* - `getHubTabCounts` reports the correct eoi_queue count
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* - Other doc types (NDA, contract, welcome_letter) are excluded
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* - Completed/expired EOIs are excluded (those belong to other tabs)
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*/
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import { describe, it, expect } from 'vitest';
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import { db } from '@/lib/db';
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import { documents } from '@/lib/db/schema/documents';
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import { getHubTabCounts, listDocuments } from '@/lib/services/documents.service';
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import { makePort, makeClient } from '../helpers/factories';
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describe('documents hub — eoi_queue tab', () => {
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it('lists only EOIs in in-flight status', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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// Seed a mix: 2 in-flight EOIs, 1 completed EOI, 1 sent NDA, 1 sent welcome_letter.
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await db.insert(documents).values([
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'eoi',
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title: 'EOI #1',
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status: 'sent',
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createdBy: 'seed',
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},
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'eoi',
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title: 'EOI #2',
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status: 'partially_signed',
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createdBy: 'seed',
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},
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'eoi',
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title: 'EOI #3 (done)',
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status: 'completed',
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createdBy: 'seed',
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},
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'nda',
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title: 'NDA',
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status: 'sent',
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createdBy: 'seed',
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},
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'welcome_letter',
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title: 'Welcome',
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status: 'sent',
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createdBy: 'seed',
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},
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]);
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const result = await listDocuments(
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port.id,
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{
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page: 1,
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limit: 50,
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sort: 'createdAt',
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order: 'desc',
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includeArchived: false,
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tab: 'eoi_queue',
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},
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{},
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);
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const docs = result.data as Array<{ documentType: string; status: string }>;
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expect(docs).toHaveLength(2);
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expect(docs.every((d) => d.documentType === 'eoi')).toBe(true);
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expect(docs.every((d) => ['sent', 'partially_signed'].includes(d.status))).toBe(true);
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});
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it('reports the correct eoi_queue count via getHubTabCounts', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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await db.insert(documents).values([
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'eoi',
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title: 'EOI A',
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status: 'draft',
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createdBy: 'seed',
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},
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'eoi',
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title: 'EOI B',
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status: 'sent',
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createdBy: 'seed',
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},
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{
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portId: port.id,
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clientId: client.id,
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documentType: 'contract',
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title: 'Contract X',
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status: 'sent',
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createdBy: 'seed',
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},
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]);
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const counts = await getHubTabCounts(port.id, undefined);
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expect(counts.eoi_queue).toBe(2);
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// The contract should not bump eoi_queue.
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expect(counts.all).toBe(3);
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});
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it('returns an empty list when no in-flight EOIs exist', async () => {
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const port = await makePort();
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const client = await makeClient({ portId: port.id });
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await db.insert(documents).values({
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portId: port.id,
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clientId: client.id,
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documentType: 'eoi',
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title: 'old EOI',
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status: 'expired',
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createdBy: 'seed',
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});
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const result = await listDocuments(
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port.id,
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{
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page: 1,
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limit: 50,
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sort: 'createdAt',
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order: 'desc',
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includeArchived: false,
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tab: 'eoi_queue',
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},
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{},
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);
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expect(result.data).toHaveLength(0);
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const counts = await getHubTabCounts(port.id, undefined);
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expect(counts.eoi_queue).toBe(0);
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});
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});
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