feat(sp30): Dashboard Recent batches widget with billing outcome
- backend: GET /api/batches now returns acceptedCount/rejectedCount/ pendingCount/billedTotal/topRejectionReason/hasProblem per item (one GROUP BY query + one ordered scan, no N+1) - backend: 2 tests pin the 837p full-bucket case + the 835 zero case - frontend: BatchSummary extended with 6 optional fields (backwards compat preserved) - frontend: new RecentBatchesWidget renders one row per batch with status icon + billed total + accepted count + top rejection reason - frontend: 837p rows show $ total + 'N/M accepted'; 835 rows show payment count (Remittance has no batch-level total_charge) - frontend: full-width row between KPI tiles and Activity on the Dashboard; click navigates to /batches?batch=ID - frontend: 3 component tests cover empty/clean/problem/835 branches
This commit is contained in:
Nora
@@ -0,0 +1,134 @@
|
||||
// @vitest-environment happy-dom
|
||||
import { describe, expect, it, vi } from "vitest";
|
||||
import { fireEvent, render } from "@testing-library/react";
|
||||
import { RecentBatchesWidget } from "./RecentBatchesWidget";
|
||||
import type { BatchSummary } from "@/lib/api";
|
||||
|
||||
function makeBatch(over: Partial<BatchSummary> = {}): BatchSummary {
|
||||
return {
|
||||
id: "b-1",
|
||||
kind: "837p",
|
||||
inputFilename: "2026-07-02-morning.edi",
|
||||
parsedAt: "2026-07-02T15:00:00Z",
|
||||
claimCount: 5,
|
||||
claimIds: ["C-1", "C-2"],
|
||||
acceptedCount: 5,
|
||||
rejectedCount: 0,
|
||||
pendingCount: 0,
|
||||
billedTotal: 425.5,
|
||||
topRejectionReason: null,
|
||||
hasProblem: false,
|
||||
...over,
|
||||
};
|
||||
}
|
||||
|
||||
describe("RecentBatchesWidget", () => {
|
||||
it("renders the empty-state copy when batches is empty", () => {
|
||||
const { container } = render(
|
||||
<RecentBatchesWidget batches={[]} onRowClick={vi.fn()} />,
|
||||
);
|
||||
expect(container.textContent).toContain("No batches yet.");
|
||||
// No interactive rows when there's nothing to show.
|
||||
expect(container.querySelectorAll('[role="button"]').length).toBe(0);
|
||||
});
|
||||
|
||||
it("renders one row per batch with status icon, billed total, accepted/total count, top rejection reason", () => {
|
||||
const batches: BatchSummary[] = [
|
||||
makeBatch({
|
||||
id: "b-clean",
|
||||
inputFilename: "clean.edi",
|
||||
acceptedCount: 4,
|
||||
rejectedCount: 0,
|
||||
pendingCount: 1,
|
||||
billedTotal: 425.5,
|
||||
hasProblem: false,
|
||||
topRejectionReason: null,
|
||||
}),
|
||||
makeBatch({
|
||||
id: "b-bad",
|
||||
inputFilename: "rejected-batch.edi",
|
||||
acceptedCount: 1,
|
||||
rejectedCount: 3,
|
||||
pendingCount: 1,
|
||||
billedTotal: 890.25,
|
||||
hasProblem: true,
|
||||
topRejectionReason: "999 AK5 R: envelope reject",
|
||||
}),
|
||||
];
|
||||
const onRowClick = vi.fn();
|
||||
const { container } = render(
|
||||
<RecentBatchesWidget batches={batches} onRowClick={onRowClick} />,
|
||||
);
|
||||
|
||||
// Both filenames present.
|
||||
expect(container.textContent).toContain("clean.edi");
|
||||
expect(container.textContent).toContain("rejected-batch.edi");
|
||||
|
||||
// Billed total rendered for the 837p rows via fmt.usd (whole
|
||||
// dollars per the formatter's maximumFractionDigits: 0 setting
|
||||
// — the Dashboard's KPI tiles use the same convention).
|
||||
expect(container.textContent).toContain("$426");
|
||||
expect(container.textContent).toContain("$890");
|
||||
|
||||
// accepted/total counts (4/5 accepted on the clean row, 1/5 on the bad).
|
||||
expect(container.textContent).toContain("4/5 accepted");
|
||||
expect(container.textContent).toContain("1/5 accepted");
|
||||
|
||||
// Top rejection reason appears on the bad batch's row.
|
||||
const rejSpans = container.querySelectorAll(
|
||||
'[data-testid="recent-batch-rejection"]',
|
||||
);
|
||||
expect(rejSpans.length).toBe(1);
|
||||
expect(rejSpans[0].textContent).toBe("999 AK5 R: envelope reject");
|
||||
// The rejection span carries the destructive-color tint.
|
||||
const rejColor = (rejSpans[0] as HTMLElement).style.color;
|
||||
expect(rejColor).toMatch(/destructive|229|72|77/i);
|
||||
|
||||
// Click handler fires with the batch id.
|
||||
const cleanRow = container.querySelector(
|
||||
'[data-testid="recent-batch-row-b-clean"]',
|
||||
) as HTMLElement;
|
||||
expect(cleanRow).toBeTruthy();
|
||||
fireEvent.click(cleanRow);
|
||||
expect(onRowClick).toHaveBeenCalledWith("b-clean");
|
||||
|
||||
// Enter key on the same row also fires onRowClick (a11y contract).
|
||||
onRowClick.mockClear();
|
||||
fireEvent.keyDown(cleanRow, { key: "Enter" });
|
||||
expect(onRowClick).toHaveBeenCalledWith("b-clean");
|
||||
});
|
||||
|
||||
it("renders 835 rows with payments count instead of a dollar figure", () => {
|
||||
// ERAs (835) don't carry a billed total — the Remittance table
|
||||
// has total_paid but no batch-level total_charge aggregate. The
|
||||
// widget shows the payment count and the "payments" label, not $.
|
||||
const batches: BatchSummary[] = [
|
||||
makeBatch({
|
||||
id: "b-era",
|
||||
kind: "835",
|
||||
inputFilename: "remit.835",
|
||||
claimCount: 12,
|
||||
acceptedCount: 0,
|
||||
rejectedCount: 0,
|
||||
pendingCount: 0,
|
||||
billedTotal: 0,
|
||||
hasProblem: false,
|
||||
topRejectionReason: null,
|
||||
}),
|
||||
];
|
||||
const { container } = render(
|
||||
<RecentBatchesWidget batches={batches} onRowClick={vi.fn()} />,
|
||||
);
|
||||
// Payments count visible.
|
||||
expect(container.textContent).toContain("12");
|
||||
// Label "payments" present.
|
||||
expect(container.textContent).toContain("payments");
|
||||
// No dollar figure for the ERA row — no "$" anywhere on the row.
|
||||
const row = container.querySelector(
|
||||
'[data-testid="recent-batch-row-b-era"]',
|
||||
) as HTMLElement;
|
||||
expect(row.textContent).not.toContain("$");
|
||||
// And the billed span is absent for ERA rows.
|
||||
expect(container.querySelectorAll('[data-testid="recent-batch-billed"]').length).toBe(0);
|
||||
});
|
||||
});
|
||||
@@ -0,0 +1,184 @@
|
||||
// ---------------------------------------------------------------------------
|
||||
// SP30: "Recent batches" Dashboard widget.
|
||||
//
|
||||
// One row per batch the operator parsed recently. Each row tells the
|
||||
// operator two things at a glance:
|
||||
// 1. Was this batch clean or did it have a problem? (icon tint +
|
||||
// `topRejectionReason` line under the filename when present.)
|
||||
// 2. What was the billed-out outcome? ($ for 837P; payment count for
|
||||
// 835 ERA batches — the Remittance table has no batch-level
|
||||
// `total_charge` aggregate.)
|
||||
//
|
||||
// Click → onRowClick(id) so the page can navigate to /batches?batch=ID
|
||||
// (the BatchDrawer deep-link pattern from pages/Batches.tsx).
|
||||
//
|
||||
// Reuses the Dashboard "Recent activity" card chrome verbatim (Card +
|
||||
// CardHeader pb-3 + CardTitle text-[14px] + CardContent pt-0) so the
|
||||
// widget reads as part of the same family.
|
||||
// ---------------------------------------------------------------------------
|
||||
|
||||
import { Layers, CheckCircle2, AlertTriangle } from "lucide-react";
|
||||
import type { KeyboardEvent } from "react";
|
||||
import {
|
||||
Card,
|
||||
CardContent,
|
||||
CardHeader,
|
||||
CardTitle,
|
||||
} from "@/components/ui/card";
|
||||
import { fmt } from "@/lib/format";
|
||||
import type { BatchSummary } from "@/lib/api";
|
||||
import { cn } from "@/lib/utils";
|
||||
|
||||
type Props = {
|
||||
batches: BatchSummary[];
|
||||
onRowClick: (batchId: string) => void;
|
||||
/** Cap shown in the header subtitle. Default 5. */
|
||||
limit?: number;
|
||||
};
|
||||
|
||||
export function RecentBatchesWidget({ batches, onRowClick, limit = 5 }: Props) {
|
||||
return (
|
||||
<Card data-testid="recent-batches-widget">
|
||||
<CardHeader className="flex flex-row items-start justify-between space-y-0 pb-3">
|
||||
<div>
|
||||
<CardTitle className="flex items-center gap-2 text-[14px]">
|
||||
<Layers className="h-3.5 w-3.5 text-muted-foreground" strokeWidth={1.75} />
|
||||
Recent batches
|
||||
</CardTitle>
|
||||
<p className="text-xs text-muted-foreground mt-1">
|
||||
How the last {limit} batches billed out — sorted newest first.
|
||||
</p>
|
||||
</div>
|
||||
<span className="mono text-[10.5px] uppercase tracking-[0.14em] text-muted-foreground">
|
||||
{batches.length} latest
|
||||
</span>
|
||||
</CardHeader>
|
||||
<CardContent className="pt-0">
|
||||
{batches.length === 0 ? (
|
||||
<div
|
||||
className="text-[13px] text-muted-foreground px-2 py-6 text-center"
|
||||
data-testid="recent-batches-empty"
|
||||
>
|
||||
No batches yet.
|
||||
</div>
|
||||
) : (
|
||||
<ul className="divide-y divide-border/40">
|
||||
{batches.map((b) => {
|
||||
const rejected = b.rejectedCount ?? 0;
|
||||
const clean = !b.hasProblem && rejected === 0;
|
||||
const tint = clean
|
||||
? "hsl(var(--success))"
|
||||
: "hsl(var(--destructive))";
|
||||
const Icon = clean ? CheckCircle2 : AlertTriangle;
|
||||
const ariaLabel = clean
|
||||
? `Clean batch ${b.inputFilename || b.id}`
|
||||
: `Batch with rejections ${b.inputFilename || b.id}`;
|
||||
return (
|
||||
<BatchRow
|
||||
key={b.id}
|
||||
batch={b}
|
||||
tint={tint}
|
||||
Icon={Icon}
|
||||
ariaLabel={ariaLabel}
|
||||
onActivate={() => onRowClick(b.id)}
|
||||
/>
|
||||
);
|
||||
})}
|
||||
</ul>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
|
||||
// ---------------------------------------------------------------------------
|
||||
// BatchRow — one row in the widget. Kept as a separate component so the
|
||||
// parent can stay readable; matches the clickable-row + keyboard
|
||||
// accessibility pattern from Dashboard.tsx:300-307 and the divide-y
|
||||
// row markup from ActivityFeed.tsx:124-140.
|
||||
// ---------------------------------------------------------------------------
|
||||
type BatchRowProps = {
|
||||
batch: BatchSummary;
|
||||
tint: string;
|
||||
Icon: typeof CheckCircle2;
|
||||
ariaLabel: string;
|
||||
onActivate: () => void;
|
||||
};
|
||||
|
||||
function BatchRow({ batch, tint, Icon, ariaLabel, onActivate }: BatchRowProps) {
|
||||
function onKeyDown(e: KeyboardEvent<HTMLLIElement>) {
|
||||
if (e.key === "Enter" || e.key === " ") {
|
||||
e.preventDefault();
|
||||
onActivate();
|
||||
}
|
||||
}
|
||||
const isErn = batch.kind === "835";
|
||||
const accepted = batch.acceptedCount ?? 0;
|
||||
const billed = batch.billedTotal ?? 0;
|
||||
return (
|
||||
<li
|
||||
role="button"
|
||||
tabIndex={0}
|
||||
aria-label={ariaLabel}
|
||||
data-testid={`recent-batch-row-${batch.id}`}
|
||||
onClick={onActivate}
|
||||
onKeyDown={onKeyDown}
|
||||
className={cn(
|
||||
"drillable flex items-center gap-3 py-3 cursor-pointer",
|
||||
"hover:bg-muted/30 transition-colors",
|
||||
)}
|
||||
>
|
||||
<div
|
||||
aria-hidden
|
||||
className="mt-0.5 h-7 w-7 shrink-0 rounded-md ring-1 ring-inset ring-border/40 flex items-center justify-center"
|
||||
style={{ color: tint }}
|
||||
>
|
||||
<Icon className="h-3.5 w-3.5" strokeWidth={1.75} />
|
||||
</div>
|
||||
<div className="flex-1 min-w-0">
|
||||
<div className="text-[13px] font-medium text-foreground/95 truncate">
|
||||
{batch.inputFilename || batch.id}
|
||||
</div>
|
||||
<div className="mono text-[10.5px] text-muted-foreground mt-0.5 flex items-center gap-2 min-w-0">
|
||||
<span className="shrink-0">{batch.kind.toUpperCase()}</span>
|
||||
<span aria-hidden className="shrink-0">·</span>
|
||||
<span className="shrink-0">{fmt.relative(batch.parsedAt)}</span>
|
||||
{batch.topRejectionReason && (
|
||||
<>
|
||||
<span aria-hidden className="shrink-0">·</span>
|
||||
<span
|
||||
className="truncate"
|
||||
style={{ color: "hsl(var(--destructive))" }}
|
||||
data-testid="recent-batch-rejection"
|
||||
>
|
||||
{batch.topRejectionReason}
|
||||
</span>
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
<div className="text-right shrink-0">
|
||||
{isErn ? (
|
||||
<>
|
||||
<div className="display mono text-[15px] tabular-nums text-foreground">
|
||||
{fmt.num(batch.claimCount)}
|
||||
</div>
|
||||
<div className="mono text-[10.5px] text-muted-foreground">payments</div>
|
||||
</>
|
||||
) : (
|
||||
<>
|
||||
<div
|
||||
className="display mono text-[15px] tabular-nums text-foreground"
|
||||
data-testid="recent-batch-billed"
|
||||
>
|
||||
{fmt.usd(billed)}
|
||||
</div>
|
||||
<div className="mono text-[10.5px] text-muted-foreground">
|
||||
{fmt.num(accepted)}/{fmt.num(batch.claimCount)} accepted
|
||||
</div>
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
</li>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user