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>
107 lines
4.6 KiB
TypeScript
107 lines
4.6 KiB
TypeScript
import { test, expect } from '@playwright/test';
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import { login, navigateTo, PORT_SLUG } from './helpers';
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test.describe('Dashboard', () => {
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test.beforeEach(async ({ page }) => {
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await login(page, 'super_admin');
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});
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// Test 1: Dashboard loads for an authenticated user
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test('dashboard is the landing page after login', async ({ page }) => {
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// Login (via beforeEach) lands on /dashboard which has no route match;
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// navigate to the port-scoped dashboard to verify the real content renders.
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await navigateTo(page, '/');
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expect(page.url()).toContain(`/${PORT_SLUG}`);
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// Should see the dashboard shell (KPI cards are always rendered at the top).
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// Dev-mode JIT compilation can push first-hit render past 10s.
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await expect(page.getByText(/total clients/i).first()).toBeVisible({
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timeout: 15_000,
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});
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// Should NOT see the old placeholder text
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await expect(page.getByText('Coming in Layer'))
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.not.toBeVisible({ timeout: 3_000 })
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.catch(() => {});
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});
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// Test 2: All 4 KPI cards render
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test('all 4 KPI cards render without errors', async ({ page }) => {
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await navigateTo(page, '/');
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// Wait for the KPI cards to actually render (dev mode JIT can take >3s on
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// a cold dashboard hit). The cards expose stable label text we can poll on.
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await expect(page.getByText('Total Clients')).toBeVisible({ timeout: 15_000 });
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const cards = page.locator('[class*="card"], [data-testid*="kpi"]');
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const cardCount = await cards.count();
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expect(cardCount).toBeGreaterThanOrEqual(4);
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// Verify no "Widget unavailable" error messages visible
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const errorMessages = page.getByText('Widget unavailable');
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const errorCount = await errorMessages.count();
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expect(errorCount).toBe(0);
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});
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// Test 3: Pipeline funnel chart renders bars for stages (Phase B analytics)
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test('pipeline funnel chart renders with stage bars', async ({ page }) => {
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await navigateTo(page, '/');
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await page.waitForTimeout(3_000);
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const chartSection = page.getByText('Pipeline Funnel').first();
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await expect(chartSection).toBeVisible({ timeout: 10_000 });
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// Recharts SVG container should be present (or empty-state if no data).
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const svg = page.locator('.recharts-wrapper svg, .recharts-responsive-container svg').first();
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const empty = page.getByText('No interests in range').first();
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const hasSvg = await svg.isVisible({ timeout: 5_000 }).catch(() => false);
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const hasEmpty = await empty.isVisible({ timeout: 2_000 }).catch(() => false);
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expect(hasSvg || hasEmpty).toBeTruthy();
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});
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// Test 6: Date range picker switches analytics window
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test('date range picker switches between ranges', async ({ page }) => {
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await navigateTo(page, '/');
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await expect(page.getByText('Pipeline Funnel').first()).toBeVisible({ timeout: 15_000 });
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// Default is 30d. Click 7d, then 90d, and verify the kpi line label updates.
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await page.getByTestId('range-7d').click();
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await expect(page.getByText('Last 7 days')).toBeVisible({ timeout: 5_000 });
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await page.getByTestId('range-90d').click();
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await expect(page.getByText('Last 90 days')).toBeVisible({ timeout: 5_000 });
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});
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// Test 4: Activity feed shows recent entries
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test('activity feed shows recent entries', async ({ page }) => {
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await navigateTo(page, '/');
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await page.waitForTimeout(3_000);
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const activitySection = page.getByText('Recent Activity').first();
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await expect(activitySection).toBeVisible({ timeout: 10_000 });
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// Activity feed renders action badges (create/update/delete/archive/restore) or an empty state
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const actionBadge = page.getByText(/^(create|update|delete|archive|restore)$/i).first();
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const emptyState = page.getByText(/no recent activity/i);
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const hasBadge = await actionBadge.isVisible({ timeout: 3_000 }).catch(() => false);
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const hasEmpty = await emptyState.isVisible({ timeout: 2_000 }).catch(() => false);
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expect(hasBadge || hasEmpty).toBeTruthy();
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});
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// Test 5: Click activity feed entry navigates to entity
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test('clicking activity feed entry navigates to entity', async ({ page }) => {
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await navigateTo(page, '/');
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await page.waitForTimeout(3_000);
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// Find a clickable link in the activity feed
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const feedLink = page.locator('[class*="activity"] a').first();
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if (await feedLink.isVisible({ timeout: 5_000 }).catch(() => false)) {
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await feedLink.click();
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await page.waitForTimeout(2_000);
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// Should have navigated away from the dashboard root
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const currentUrl = page.url();
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expect(currentUrl).toContain(`/${PORT_SLUG}/`);
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}
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});
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});
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