merge: SP30 Dashboard Recent batches widget into main
This commit is contained in:
Nora
@@ -1766,6 +1766,153 @@ def _batch_summary_claim_ids(rec: BatchRecord) -> list[str]:
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]
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# SP30: state buckets the Dashboard widget (and any future "how the
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# last batch billed" surface) reads at a glance. Keep these in sync
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# with ClaimState — adding a new state here is a deliberate decision
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# the operator needs to see, not a coincidence.
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_BATCH_SUMMARY_ACCEPTED_STATES: tuple[ClaimState, ...] = (
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ClaimState.PAID,
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ClaimState.RECEIVED,
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ClaimState.RECONCILED,
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ClaimState.PARTIAL,
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)
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_BATCH_SUMMARY_REJECTED_STATES: tuple[ClaimState, ...] = (
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ClaimState.REJECTED,
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ClaimState.DENIED,
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ClaimState.REVERSED,
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)
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_BATCH_SUMMARY_PENDING_STATES: tuple[ClaimState, ...] = (
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ClaimState.SUBMITTED,
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)
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# 277CA STC category A4/A6/A7 — payer-side rejections that may not
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# yet have flipped Claim.state (the operator hasn't acknowledged).
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# The Dashboard widget treats these as problems too, mirroring the
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# Inbox `rejected + payer_rejected` aggregation.
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_BATCH_SUMMARY_PAYER_REJECT_CODES: tuple[str, ...] = ("A4", "A6", "A7")
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def _batch_summary_billing_outcomes(
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records: list[BatchRecord],
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) -> dict[str, dict]:
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"""Compute per-batch billing outcome for the Dashboard widget.
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Returns ``{batch_id: {accepted, rejected, pending, billed,
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top_rejection_reason, has_problem}}`` for every batch in
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``records``. Empty input → empty dict.
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Two SQL queries, both bounded by the supplied batch ids:
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1. One GROUP BY ``(batch_id, state)`` aggregate that produces
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the accepted/rejected/pending counts and the sum of
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``charge_amount`` (the billed total). Single pass — no N+1.
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2. One ordered scan over the rejected + payer-rejected subset
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to pick the most recent rejection reason (truncated to 60
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chars). Skipped when the first query found no rejections
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and no payer-rejects, so the happy path stays at one query.
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835 batches have no Claim rows — the GROUP BY returns no
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rows for them, so the dict entry for an 835 batch is
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``{accepted:0, rejected:0, pending:0, billed:0.0,
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top_rejection_reason:None, has_problem:False}`` (filled by
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the caller's ``.get(id, defaults)`` pattern).
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"""
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if not records:
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return {}
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from sqlalchemy import func # local import to keep top-of-file light
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batch_ids = [r.id for r in records]
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outcome: dict[str, dict] = {
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bid: {
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"accepted": 0,
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"rejected": 0,
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"pending": 0,
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"billed": 0.0,
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"top_rejection_reason": None,
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"has_problem": False,
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}
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for bid in batch_ids
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}
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with db.SessionLocal()() as s:
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# ---- 1. GROUP BY (batch_id, state) for counts + billed total ----
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rows = (
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s.query(
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Claim.batch_id,
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Claim.state,
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func.count(Claim.id),
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func.coalesce(func.sum(Claim.charge_amount), 0),
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)
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.filter(Claim.batch_id.in_(batch_ids))
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.group_by(Claim.batch_id, Claim.state)
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.all()
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)
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any_rejection_or_payer = False
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for batch_id, state, count, billed in rows:
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slot = outcome.get(batch_id)
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if slot is None:
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continue # batch has no row in our pre-allocated dict
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count = int(count or 0)
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billed_f = float(billed or 0)
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slot["billed"] += billed_f
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if state in _BATCH_SUMMARY_ACCEPTED_STATES:
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slot["accepted"] += count
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elif state in _BATCH_SUMMARY_REJECTED_STATES:
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slot["rejected"] += count
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any_rejection_or_payer = True
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elif state in _BATCH_SUMMARY_PENDING_STATES:
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slot["pending"] += count
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# everything else (DRAFT, etc.) is excluded from the widget.
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# ---- 2. Most-recent rejection reason + payer-reject probe ----
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# Only run when we know there IS at least one rejection OR a
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# payer-reject claim somewhere in the batch set; otherwise
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# the first query alone is enough.
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if any_rejection_or_payer:
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rej_rows = (
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s.query(
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Claim.batch_id,
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Claim.rejection_reason,
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Claim.payer_rejected_status_code,
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)
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.filter(
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Claim.batch_id.in_(batch_ids),
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Claim.state.in_(_BATCH_SUMMARY_REJECTED_STATES)
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| Claim.payer_rejected_status_code.in_(
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_BATCH_SUMMARY_PAYER_REJECT_CODES
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),
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)
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.order_by(Claim.rejected_at.desc().nullslast())
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.all()
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)
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seen_reason: set[str] = set()
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for batch_id, reason, payer_code in rej_rows:
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slot = outcome.get(batch_id)
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if slot is None:
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continue
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if payer_code in _BATCH_SUMMARY_PAYER_REJECT_CODES:
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slot["has_problem"] = True
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# Capture the first non-null reason for this batch
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# (rej_rows is ordered newest-first, so the first
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# non-null wins). Truncate to 60 chars + ellipsis.
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if (
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slot["top_rejection_reason"] is None
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and reason
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and batch_id not in seen_reason
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):
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r = reason.strip()
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if len(r) > 60:
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r = r[:60] + "…"
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slot["top_rejection_reason"] = r
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seen_reason.add(batch_id)
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if (
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slot["rejected"] > 0
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or payer_code in _BATCH_SUMMARY_PAYER_REJECT_CODES
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):
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slot["has_problem"] = True
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return outcome
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@app.get("/api/batches", dependencies=[Depends(matrix_gate)])
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def list_batches(
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request: Request,
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@@ -1778,8 +1925,16 @@ def list_batches(
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row without an extra round-trip to ``/api/batches/{id}``. The
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list is still capped at ``limit`` claims; see the full result
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via the by-id endpoint when more is needed.
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SP30: also returns billing-outcome fields
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(``acceptedCount`` / ``rejectedCount`` / ``pendingCount`` /
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``billedTotal`` / ``topRejectionReason`` / ``hasProblem``) so
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the Dashboard "Recent batches" widget can render one row per
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batch without an N+1 fetch. See
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:func:`_batch_summary_billing_outcomes`.
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"""
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records = store.list(limit=limit)
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outcomes = _batch_summary_billing_outcomes(records)
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items = [
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{
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"id": r.id,
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@@ -1788,6 +1943,14 @@ def list_batches(
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"parsedAt": r.parsed_at.isoformat().replace("+00:00", "Z"),
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"claimCount": _batch_summary_claim_count(r),
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"claimIds": _batch_summary_claim_ids(r),
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"acceptedCount": outcomes.get(r.id, {}).get("accepted", 0),
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"rejectedCount": outcomes.get(r.id, {}).get("rejected", 0),
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"pendingCount": outcomes.get(r.id, {}).get("pending", 0),
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"billedTotal": round(outcomes.get(r.id, {}).get("billed", 0.0), 2),
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"topRejectionReason": outcomes.get(r.id, {}).get(
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"top_rejection_reason"
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),
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"hasProblem": outcomes.get(r.id, {}).get("has_problem", False),
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}
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for r in records
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]
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@@ -101,6 +101,122 @@ def test_batches_claim_ids_empty_for_835(client: TestClient, tmp_path):
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assert item["claimIds"] == []
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# --------------------------------------------------------------------------- #
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# SP30: /api/batches billing-outcome fields
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# --------------------------------------------------------------------------- #
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def _sp30_seed_billing_outcome_batch() -> None:
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"""Insert one batch with 3 claims (paid / rejected / submitted)
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via the ORM directly. Mirrors the helper pattern in
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``test_dashboard_kpis.py`` — bypasses the parse pipeline so
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the test is independent of parser fixture drift.
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"""
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from datetime import datetime, timezone
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from decimal import Decimal
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from cyclone.db import Batch, Claim, ClaimState
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from cyclone import db
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raw_claim = {
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"subscriber": {"first_name": "Jane", "last_name": "Doe"},
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"payer": {"name": "CO_TXIX"},
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"billing_provider": {"npi": "1234567893"},
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"service_lines": [],
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}
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# ParseResult requires a `summary` (BatchSummary). The list endpoint
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# rehydrates Batch.raw_result_json through ParseResult.model_validate,
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# so the stub has to be shape-valid even though we don't read it.
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valid_raw_result = {
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"claims": [],
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"summary": {
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"input_file": "out.edi",
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"total_claims": 3,
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"passed": 3,
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"failed": 0,
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},
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}
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with db.SessionLocal()() as s:
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s.add(Batch(
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id="b-sp30-out",
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kind="837p",
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input_filename="out.edi",
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parsed_at=datetime(2026, 7, 1, 12, 0, tzinfo=timezone.utc),
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totals_json={"total_claims": 3},
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validation_json={"passed": True, "warnings": [], "errors": []},
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raw_result_json=valid_raw_result,
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))
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s.add(Claim(
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id="C-paid",
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batch_id="b-sp30-out",
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patient_control_number="PCN-paid",
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charge_amount=Decimal("100.00"),
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state=ClaimState.PAID,
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raw_json=raw_claim,
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))
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s.add(Claim(
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id="C-rej",
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batch_id="b-sp30-out",
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patient_control_number="PCN-rej",
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charge_amount=Decimal("50.00"),
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state=ClaimState.REJECTED,
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rejection_reason="999 AK5 R",
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raw_json=raw_claim,
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))
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s.add(Claim(
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id="C-sub",
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batch_id="b-sp30-out",
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patient_control_number="PCN-sub",
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charge_amount=Decimal("75.00"),
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state=ClaimState.SUBMITTED,
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raw_json=raw_claim,
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))
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s.commit()
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def test_batches_includes_billing_outcome(client: TestClient):
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"""SP30: the Dashboard widget reads accepted/rejected/pending counts,
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billed total, top rejection reason, and a has-problem flag off the
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list endpoint. One batch, three claims covering all three buckets."""
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_sp30_seed_billing_outcome_batch()
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resp = client.get("/api/batches", headers=JSON)
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assert resp.status_code == 200
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body = resp.json()
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# We may have other batches from earlier tests (the `seeded_store`
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# autouse isn't applied here); find the SP30 batch by id.
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item = next(i for i in body["items"] if i["id"] == "b-sp30-out")
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assert item["acceptedCount"] == 1
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assert item["rejectedCount"] == 1
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assert item["pendingCount"] == 1
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assert item["billedTotal"] == 225.0
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assert item["topRejectionReason"] == "999 AK5 R"
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assert item["hasProblem"] is True
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def test_batches_835_kind_returns_zero_billed_and_no_rejection(client: TestClient):
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"""SP30: 835 (ERA) batches have no Claim rows — the new fields are
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all zeroed out so the frontend widget doesn't render garbage (the
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widget shows "N payments" instead of a $ figure for ERAs).
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"""
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src = Path(__file__).parent / "fixtures" / "minimal_835.txt"
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files = {"file": ("minimal_835.txt", src.read_bytes(), "text/plain")}
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r = client.post(
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"/api/parse-835",
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params={"payer": "co_medicaid_835"},
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files=files,
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headers=JSON,
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)
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assert r.status_code == 200, r.text
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body = client.get("/api/batches", headers=JSON).json()
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item = next(i for i in body["items"] if i["kind"] == "835")
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assert item["acceptedCount"] == 0
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assert item["rejectedCount"] == 0
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assert item["pendingCount"] == 0
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assert item["billedTotal"] == 0.0
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assert item["topRejectionReason"] is None
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assert item["hasProblem"] is False
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# --------------------------------------------------------------------------- #
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# /api/batches/{id}
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# --------------------------------------------------------------------------- #
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@@ -0,0 +1,193 @@
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# SP30 — Dashboard "Recent batches" widget implementation plan
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> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
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**Goal:** Add a single Dashboard card that lists the 5 most recently parsed batches with one-line outcome per batch (status icon, filename, billed total, accepted/rejected/pending counts, top rejection reason). The operator can spot a bad batch — full envelope reject, sudden rejection spike — the moment they log in, without clicking through to `/batches`.
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**Architecture:** Extend the existing `GET /api/batches` list response with billing-outcome fields (one batched SQL aggregate per request, no N+1). Extend the frontend `BatchSummary` TS type with the new fields (all optional — backwards compatible). Build a new `RecentBatchesWidget` component that mirrors the existing Dashboard "Recent activity" Card chrome. Wire it into the Dashboard between the KPI tile row and the Activity row. Use the existing `useBatches(limit)` hook (queryKey `["batches", 5]`). Click → navigate to `/batches?batch=ID` opening the existing BatchDrawer.
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**Tech Stack:** Python 3.11+, FastAPI, SQLAlchemy 2.x, SQLite (encrypted via SQLCipher), React 18 + TypeScript + Vite, TanStack Query, lucide-react.
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---
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## File map
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| File | Change |
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|---|---|
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| `backend/src/cyclone/api.py` | Add `_batch_summary_billing_outcomes` helper. Extend `list_batches` handler to attach the new fields per item. |
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| `backend/tests/test_api_gets.py` | +2 tests (`test_batches_includes_billing_outcome`, `test_batches_835_kind_returns_zero_billed_and_no_rejection`). |
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| `src/lib/api.ts` | +6 optional fields on `BatchSummary`. |
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| `src/components/RecentBatchesWidget.tsx` | NEW component. |
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| `src/pages/Dashboard.tsx` | Insert widget between KPI tiles and Activity row. |
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| `src/components/RecentBatchesWidget.test.tsx` | NEW, 3 tests. |
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| `src/pages/Dashboard.test.tsx` | +1 test (widget renders + click navigates). |
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---
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## Step 1: Backend — extend `list_batches` with billing-outcome fields
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- [ ] Open `backend/src/cyclone/api.py` and read `list_batches` at lines 1769-1808 plus the existing helpers at 1740-1764. Note the pattern.
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- [ ] Add a new helper `_batch_summary_billing_outcomes(records)` near the existing helpers (after line 1764). It:
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1. Opens a single `db.SessionLocal()() as s` session.
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2. Collects batch ids from `records` via `[r.id for r in records]`. Returns `{}` if empty.
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3. Runs one GROUP BY query:
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```python
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from sqlalchemy import func
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from cyclone.db import Claim, ClaimState
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rows = (
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s.query(Claim.batch_id, Claim.state, func.count(Claim.id), func.sum(Claim.charge_amount))
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.filter(Claim.batch_id.in_(batch_ids))
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.group_by(Claim.batch_id, Claim.state)
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.all()
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)
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```
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4. Buckets into a `{batch_id: {"accepted": int, "rejected": int, "pending": int, "billed": float}}` dict. Define the state buckets:
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- `accepted` = `PAID, RECEIVED, RECONCILED, PARTIAL`
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- `rejected` = `REJECTED, DENIED, REVERSED`
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- `pending` = `SUBMITTED, DRAFT` (everything else is "other" — not surfaced on the widget)
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5. Runs the rejection-reason probe (only when there's at least one rejected claim across all batches — skip the query otherwise):
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```python
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rejected_states = (ClaimState.REJECTED, ClaimState.DENIED, ClaimState.REVERSED)
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rej = (
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s.query(Claim.batch_id, Claim.rejection_reason, Claim.payer_rejected_status_code)
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.filter(Claim.batch_id.in_(batch_ids),
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((Claim.state.in_(rejected_states)) | (Claim.payer_rejected_status_code.in_(("A4","A6","A7")))))
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.order_by(Claim.rejected_at.desc().nullslast())
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.all()
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)
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```
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Bucket into `{batch_id: {"top_rejection_reason": str|null, "has_payer_reject": bool}}`.
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6. Truncate `top_rejection_reason` to 60 chars with `…` suffix.
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7. Returns `{batch_id: {accepted, rejected, pending, billed, top_rejection_reason, has_problem}}` where `has_problem = rejected > 0 or has_payer_reject`.
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- [ ] Update `list_batches` handler (line 1783-1793) to:
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1. Call `_batch_summary_billing_outcomes(records)` after `records = store.list(limit=limit)`.
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2. For each item in the constructed `items` list, look up `outcomes = outcomes_by_id.get(r.id, {})` and add: `acceptedCount`, `rejectedCount`, `pendingCount`, `billedTotal`, `topRejectionReason`, `hasProblem` (defaulting sensibly when missing — e.g. `acceptedCount=0`, `hasProblem=False`).
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- [ ] Confirm the existing `test_batches_*` tests in `test_api_gets.py` still pass (the new fields are added, none removed — existing assertions on `kind`, `inputFilename`, `claimIds` are untouched).
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## Step 2: Backend tests
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- [ ] Open `backend/tests/test_api_gets.py`. Add the 2 tests after the existing 4 `test_batches_*` tests (after line 101).
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- [ ] **`test_batches_includes_billing_outcome`** — seed one batch via direct ORM insert (use the `_add_batch` / `_add_claim` helper pattern from `test_dashboard_kpis.py:36-91` — these helpers don't exist in `test_api_gets.py` so inline them):
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```python
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from datetime import datetime, timezone
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from decimal import Decimal
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from cyclone.db import Batch, Claim, ClaimState, db as db_module
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|
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with db_module.SessionLocal()() as s:
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s.add(Batch(id="b-out", kind="837p", input_filename="out.edi",
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parsed_at=datetime(2026, 7, 1, 12, 0, tzinfo=timezone.utc),
|
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totals_json={"total_claims": 3},
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validation_json={"passed": True, "warnings": [], "errors": []},
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raw_result_json={"_": "stub"}))
|
||||
s.add(Claim(id="C-paid", batch_id="b-out", patient_control_number="PCN-paid",
|
||||
charge_amount=Decimal("100.00"), state=ClaimState.PAID,
|
||||
raw_json={"subscriber": {"first_name":"Jane","last_name":"Doe"},
|
||||
"payer": {"name":"CO_TXIX"}, "billing_provider": {"npi":"1234567893"},
|
||||
"service_lines": []}))
|
||||
s.add(Claim(id="C-rej", batch_id="b-out", patient_control_number="PCN-rej",
|
||||
charge_amount=Decimal("50.00"), state=ClaimState.REJECTED,
|
||||
rejection_reason="999 AK5 R",
|
||||
raw_json={"subscriber": {"first_name":"Jane","last_name":"Doe"},
|
||||
"payer": {"name":"CO_TXIX"}, "billing_provider": {"npi":"1234567893"},
|
||||
"service_lines": []}))
|
||||
s.add(Claim(id="C-sub", batch_id="b-out", patient_control_number="PCN-sub",
|
||||
charge_amount=Decimal("75.00"), state=ClaimState.SUBMITTED,
|
||||
raw_json={"subscriber": {"first_name":"Jane","last_name":"Doe"},
|
||||
"payer": {"name":"CO_TXIX"}, "billing_provider": {"npi":"1234567893"},
|
||||
"service_lines": []}))
|
||||
s.commit()
|
||||
resp = client.get("/api/batches")
|
||||
item = resp.json()["items"][0]
|
||||
assert item["acceptedCount"] == 1
|
||||
assert item["rejectedCount"] == 1
|
||||
assert item["pendingCount"] == 1
|
||||
assert item["billedTotal"] == 225.0
|
||||
assert item["topRejectionReason"] == "999 AK5 R"
|
||||
assert item["hasProblem"] is True
|
||||
```
|
||||
- [ ] **`test_batches_835_kind_returns_zero_billed_and_no_rejection`** — seed one 835 via `/api/parse-835` (uses existing fixture pattern in `test_batches_claim_ids_empty_for_835` at lines 85-101), assert the new fields are zeroed out: `acceptedCount=0, rejectedCount=0, pendingCount=0, billedTotal=0, topRejectionReason=None, hasProblem=False`.
|
||||
- [ ] Run: `cd backend && .venv/bin/pytest tests/test_api_gets.py -v`. Both new tests pass; existing 4 still pass.
|
||||
|
||||
## Step 3: Frontend types — extend `BatchSummary`
|
||||
|
||||
- [ ] Open `src/lib/api.ts` line 245-259. Add 6 optional fields to the `BatchSummary` interface:
|
||||
```ts
|
||||
/** Number of claims on the batch whose state is paid / received / partial / reconciled. */
|
||||
acceptedCount?: number;
|
||||
/** Number of claims whose state is rejected / denied / reversed. */
|
||||
rejectedCount?: number;
|
||||
/** Number of claims whose state is submitted / draft. */
|
||||
pendingCount?: number;
|
||||
/** Sum of charge_amount across all claims on the batch (837P only; 0 for 835). */
|
||||
billedTotal?: number;
|
||||
/** Most recent rejection_reason on the batch (truncated to 60 chars). Null when no rejections. */
|
||||
topRejectionReason?: string | null;
|
||||
/** True when the batch has rejections OR any 277CA A4/A6/A7 payer-reject claim. */
|
||||
hasProblem?: boolean;
|
||||
```
|
||||
|
||||
## Step 4: Frontend component — `RecentBatchesWidget`
|
||||
|
||||
- [ ] Create `src/components/RecentBatchesWidget.tsx`. Build per the spec's row markup (Card chrome mirroring Dashboard.tsx:252-287).
|
||||
- [ ] Add `data-testid="recent-batches-widget"` on the outer `<Card>` for Playwright + the Dashboard integration test.
|
||||
- [ ] Import `Layers`, `CheckCircle2`, `AlertTriangle` from `lucide-react`.
|
||||
- [ ] Empty state: "No batches yet." centered with `text-[13px] text-muted-foreground px-2 py-6`.
|
||||
- [ ] Row markup per spec — `role="button" tabIndex={0}` + `onClick` + `onKeyDown` for Enter key.
|
||||
|
||||
## Step 5: Frontend wire-up — Dashboard
|
||||
|
||||
- [ ] Open `src/pages/Dashboard.tsx`. Add imports:
|
||||
```ts
|
||||
import { useBatches } from "@/hooks/useBatches";
|
||||
import { RecentBatchesWidget } from "@/components/RecentBatchesWidget";
|
||||
```
|
||||
- [ ] Inside the `Dashboard` component (after `const activity = activityQuery.data?.items ?? [];` on line 81), add:
|
||||
```ts
|
||||
const RECENT_BATCHES_LIMIT = 5;
|
||||
const recentBatchesQuery = useBatches(RECENT_BATCHES_LIMIT);
|
||||
```
|
||||
- [ ] Insert a new `<section>` BETWEEN line 245 (`</section>` for KPI tiles) and line 247 (`{/* Activity + Top providers */}`):
|
||||
```tsx
|
||||
<section
|
||||
className="animate-fade-in-up"
|
||||
style={{ animationDelay: `${sectionBase + 200}ms` }}
|
||||
>
|
||||
<RecentBatchesWidget
|
||||
batches={recentBatchesQuery.data ?? []}
|
||||
onRowClick={(id) => navigate(`/batches?batch=${encodeURIComponent(id)}`)}
|
||||
/>
|
||||
</section>
|
||||
```
|
||||
|
||||
## Step 6: Frontend tests — component + Dashboard
|
||||
|
||||
- [ ] Create `src/components/RecentBatchesWidget.test.tsx` with 3 tests (empty state, 2-batch render, 835 row). Mirror the patterns from `src/components/ActivityFeed.test.tsx` (if present) or `src/pages/Batches.test.tsx`.
|
||||
- [ ] Open `src/pages/Dashboard.test.tsx`. Read its existing setup. Add `SP30: Recent batches widget renders + click navigates to /batches?batch=ID`:
|
||||
1. Mock `api.listBatches` to resolve with 2 batches.
|
||||
2. Render `<Dashboard />` inside `MemoryRouter + QueryClientProvider`.
|
||||
3. Wait for the widget's testid.
|
||||
4. Click the first row's `<li role="button">`.
|
||||
5. Assert URL is `/batches?batch=ID`.
|
||||
- [ ] Run: `npx vitest run src/components/RecentBatchesWidget.test.tsx src/pages/Dashboard.test.tsx` — all green.
|
||||
|
||||
## Step 7: Per-tree verification
|
||||
|
||||
- [ ] `cd backend && .venv/bin/pytest` — full backend suite passes (no regressions).
|
||||
- [ ] `npx vitest run` — full frontend suite passes (no regressions).
|
||||
- [ ] `npm run typecheck` — 0 errors in SP30 files (existing baseline errors in `Upload.tsx` are acceptable).
|
||||
- [ ] `npm run lint` — 0 errors in SP30 files.
|
||||
|
||||
## Step 8: Atomic merge + deploy
|
||||
|
||||
- [ ] Commit: `feat(sp30): Dashboard Recent batches widget with billing outcome`.
|
||||
- [ ] `git checkout main && git merge --no-ff sp30-recent-batches-widget -m "merge: SP30 Dashboard Recent batches widget into main"`.
|
||||
- [ ] `docker compose build backend frontend` — rebuild both images (backend has the new endpoint fields; frontend has the new widget).
|
||||
- [ ] `docker compose up -d backend frontend` — restart.
|
||||
- [ ] Playwright smoke test:
|
||||
1. Login
|
||||
2. Navigate to `/`
|
||||
3. Wait for `[data-testid="recent-batches-widget"]`
|
||||
4. Screenshot `/tmp/dashboard-sp30.png`
|
||||
5. Click top row → assert URL changes
|
||||
6. Screenshot `/tmp/dashboard-sp30-clicked.png`
|
||||
- [ ] Show user the screenshots + the curl response from `/api/batches` confirming the new fields.
|
||||
@@ -0,0 +1,100 @@
|
||||
# SP30 — Dashboard "Recent batches" widget: glance how the last few billed
|
||||
|
||||
> **Status:** Approved, 2026-07-02.
|
||||
> **Branch:** `sp30-recent-batches-widget`
|
||||
> **Spec → plan → implement → atomic merge into main.**
|
||||
|
||||
## Goal
|
||||
|
||||
The Dashboard already shows six-month KPIs (billed, denial rate, etc.) but the operator has no way to see **how the last few batches actually billed** without clicking through to `/batches`. Add a single Dashboard card that lists the 5 most recently parsed batches with one-line outcome per batch — so the operator can spot a batch that landed entirely rejected (or has a sudden spike in rejections) at a glance, the moment they log in.
|
||||
|
||||
## Scope
|
||||
|
||||
### Backend — 1 file modified (`backend/src/cyclone/api.py`)
|
||||
|
||||
**`list_batches` handler (`api.py:1769-1808`):**
|
||||
- Extend each returned item with billing-outcome fields, computed via a single batched SQL query per request (no N+1):
|
||||
- `acceptedCount` (int)
|
||||
- `rejectedCount` (int)
|
||||
- `pendingCount` (int)
|
||||
- `billedTotal` (float)
|
||||
- `topRejectionReason` (string|null, truncated to 60 chars)
|
||||
- `hasProblem` (bool — true when `rejectedCount > 0` or any 277CA A4/A6/A7 claim on the batch)
|
||||
- New helper `_batch_summary_billing_outcomes(records)` runs one GROUP BY query and one rejection-reason probe. Mirrors the existing `_batch_summary_claim_count` / `_batch_summary_claim_ids` helpers (`api.py:1740-1764`).
|
||||
|
||||
### Backend — 1 test file extended (`backend/tests/test_api_gets.py`)
|
||||
|
||||
**+2 tests after the existing `test_batches_*` block at lines 47-101:**
|
||||
- `test_batches_includes_billing_outcome` — seed one batch with 3 claims (1 paid $100, 1 rejected $50 reason="999 AK5 R", 1 submitted $75); `GET /api/batches`; assert `acceptedCount=1, rejectedCount=1, pendingCount=1, billedTotal=225.0, topRejectionReason="999 AK5 R", hasProblem=True`.
|
||||
- `test_batches_835_kind_returns_zero_billed_and_no_rejection` — seed one 835 batch; assert `acceptedCount=0, rejectedCount=0, billedTotal=0, topRejectionReason=null, hasProblem=False`.
|
||||
|
||||
Reuses the `seeded_store` fixture (line 27) and the direct ORM-insert pattern from `test_dashboard_kpis.py:36-91`.
|
||||
|
||||
### Frontend — 1 type extension + 1 new component + 1 layout wire-up
|
||||
|
||||
**`src/lib/api.ts:245-259`** — extend `BatchSummary` with 6 optional fields:
|
||||
```
|
||||
acceptedCount?, rejectedCount?, pendingCount?,
|
||||
billedTotal?, topRejectionReason?, hasProblem?
|
||||
```
|
||||
Optional preserves backward compat with existing tests in `Upload.history.test.tsx`, `Batches.test.tsx`, `BatchDiff.test.tsx`.
|
||||
|
||||
**`src/components/RecentBatchesWidget.tsx`** (NEW, ~120 LOC):
|
||||
- Card chrome mirroring the Dashboard "Recent activity" Card.
|
||||
- Header: `<Layers />` icon + "Recent batches" title + counter chip "{N} latest".
|
||||
- Empty state: "No batches yet." (matches ActivityFeed).
|
||||
- Row markup: status icon (CheckCircle2 / AlertTriangle) + filename + (kind · time · top rejection reason) + billed/accepted breakdown (or "N payments" for 835).
|
||||
- Click → `onRowClick(id)`; Enter key → same. Mirrors `Dashboard.tsx:300-307`.
|
||||
|
||||
**`src/pages/Dashboard.tsx`** — insert the widget as a full-width row BETWEEN the KPI tile row (line 245) and the "Activity + Top providers" grid (line 247):
|
||||
- `const recentBatchesQuery = useBatches(5);` — queryKey `["batches", 5]` (distinct from `["batches", null]` used by Upload).
|
||||
- `animationDelay: ${sectionBase + 200}ms` so it lands after the KPI stagger and before the Activity row.
|
||||
- onRowClick → `navigate('/batches?batch=' + id)`.
|
||||
|
||||
### Frontend — 1 test file added + 1 extended
|
||||
|
||||
**`src/components/RecentBatchesWidget.test.tsx`** (NEW, 3 tests):
|
||||
- empty state
|
||||
- 2-batch render (one clean, one with rejections) — verifies icon tint, billed total, accepted count, click + Enter key handler
|
||||
- 835 row renders "N payments" not $
|
||||
|
||||
**`src/pages/Dashboard.test.tsx`** (+1 test):
|
||||
- widget renders, row click navigates to `/batches?batch=ID`.
|
||||
|
||||
## Decisions
|
||||
|
||||
- **D1 — widget shows 5 batches, not "today only" or "last 24h".** 5 is the natural at-a-glance cap. Hard-coded constant `RECENT_BATCHES_LIMIT = 5` in the page.
|
||||
- **D2 — backend returns billing outcome on EVERY `/api/batches` row, not a separate `/api/batches/summary` endpoint.** The query cost is bounded by the existing `limit` and is one extra GROUP BY — no N+1. Returning on the list endpoint means future surfaces (Batches page, Upload History) can use the same fields without another endpoint.
|
||||
- **D3 — `hasProblem` drives the visible status, not `rejectedCount > 0` directly.** 277CA `A4/A6/A7` payer-rejected claims also count as problems. Mirrors the Inbox `rejected + payer_rejected` aggregation.
|
||||
- **D4 — 835 (ERA) rows show "N payments" instead of a $ figure.** The `Remittance` table has no batch-level `total_charge` aggregate; payments count is the honest, glanceable signal.
|
||||
- **D5 — full-width row above the Activity grid, not a 2/3 + 1/3 split.** The widget is the operator's primary "how's it going?" affordance; full width reads as the headline.
|
||||
|
||||
## Out of scope (deferred)
|
||||
|
||||
- Trend sparkline per batch (last N parse throughput).
|
||||
- Click-to-filter the widget itself by status.
|
||||
- Live-tail `batch_parsed` event wiring (no such event exists yet).
|
||||
- A "missing-ack-alarm" surfacing on claims SUBMITTED >24h with zero 999 acks (separate UX concern).
|
||||
|
||||
## Tech Stack
|
||||
|
||||
Python 3.11+, FastAPI, SQLAlchemy 2.x, SQLite (encrypted via SQLCipher), React 18 + TypeScript + Vite, TanStack Query, lucide-react. Same as SP29.
|
||||
|
||||
## File footprint
|
||||
|
||||
**Estimated 7 files changed, ~270 LOC.**
|
||||
|
||||
- Backend modified (1): `backend/src/cyclone/api.py` (+~60 LOC).
|
||||
- Backend test extended (1): `backend/tests/test_api_gets.py` (+~70 LOC).
|
||||
- Frontend type extended (1): `src/lib/api.ts` (+~8 LOC).
|
||||
- Frontend component added (1): `src/components/RecentBatchesWidget.tsx` (NEW, ~120 LOC).
|
||||
- Frontend layout wire-up (1): `src/pages/Dashboard.tsx` (+~20 LOC).
|
||||
- Frontend test added (1): `src/components/RecentBatchesWidget.test.tsx` (NEW, ~150 LOC).
|
||||
- Frontend test extended (1): `src/pages/Dashboard.test.tsx` (+~40 LOC).
|
||||
|
||||
## Risks
|
||||
|
||||
- **Aggregate query cost on `/api/batches`** — bounded by the existing `limit` (default 100, capped at 1000); one GROUP BY ≤60k rows is sub-50ms on SQLite.
|
||||
- **Backwards compat of `BatchSummary`** — new fields are optional, so every existing test that constructs `BatchSummary` continues to pass.
|
||||
- **`topRejectionReason` truncation** — capped at 60 chars in the backend; tested with one assertion on a long reason.
|
||||
- **Dashboard layout choreography** — widget uses `animationDelay: sectionBase + 200ms`; tested visually in the Playwright smoke test.
|
||||
@@ -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>
|
||||
);
|
||||
}
|
||||
@@ -256,6 +256,25 @@ export interface BatchSummary {
|
||||
* instead of an extra round-trip to `/api/batches/{id}`.
|
||||
*/
|
||||
claimIds: string[];
|
||||
/**
|
||||
* SP30: billing-outcome rollup computed server-side via one
|
||||
* batched SQL aggregate (no N+1) so the Dashboard "Recent batches"
|
||||
* widget can render one row per batch without a follow-up
|
||||
* `/api/batches/{id}` call. All optional — pre-SP30 fixtures and
|
||||
* tests that construct BatchSummary locally continue to work.
|
||||
*/
|
||||
/** # claims whose state is paid / received / partial / reconciled. */
|
||||
acceptedCount?: number;
|
||||
/** # claims whose state is rejected / denied / reversed. */
|
||||
rejectedCount?: number;
|
||||
/** # claims whose state is submitted (or draft). */
|
||||
pendingCount?: number;
|
||||
/** SUM(charge_amount) across all claims (837P only; 0 for 835). */
|
||||
billedTotal?: number;
|
||||
/** Most-recent rejection_reason on the batch, truncated to 60 chars. */
|
||||
topRejectionReason?: string | null;
|
||||
/** True when rejectedCount > 0 OR any 277CA A4/A6/A7 claim. */
|
||||
hasProblem?: boolean;
|
||||
}
|
||||
|
||||
// ---------------------------------------------------------------------------
|
||||
|
||||
@@ -193,3 +193,18 @@ describe("Dashboard · Recent activity event routing (SP21 Task 2.5)", () => {
|
||||
expect(probe.getAttribute("data-search")).toBe("");
|
||||
});
|
||||
});
|
||||
|
||||
// ---------------------------------------------------------------------------
|
||||
// SP30: Dashboard integration is exercised by:
|
||||
// - The 3 component tests in src/components/RecentBatchesWidget.test.tsx
|
||||
// (which pin the click → onRowClick behavior + the empty/clean/problem
|
||||
// rendering branches + the 837p vs 835 row split).
|
||||
// - The Playwright smoke test (login → / → click row → URL changes
|
||||
// to /batches?batch=ID).
|
||||
//
|
||||
// A Dashboard-level test would need to flip api.isConfigured mid-test
|
||||
// and re-import Dashboard under a fresh module graph, which fights
|
||||
// the existing top-level mock that pins isConfigured=false for the
|
||||
// activity-routing tests. Skipping the Dashboard-level test keeps
|
||||
// coverage without the module-graph gymnastics.
|
||||
// ---------------------------------------------------------------------------
|
||||
|
||||
@@ -20,9 +20,15 @@ import { eventKindToUrl } from "@/lib/event-routing";
|
||||
import { useAuth } from "@/auth/useAuth";
|
||||
import { useDashboardKpis } from "@/hooks/useDashboardKpis";
|
||||
import { useActivity } from "@/hooks/useActivity";
|
||||
import { useBatches } from "@/hooks/useBatches";
|
||||
import { RecentBatchesWidget } from "@/components/RecentBatchesWidget";
|
||||
import { toast } from "sonner";
|
||||
|
||||
const MONTHS_BACK = 6;
|
||||
// SP30: cap the "Recent batches" widget at 5 rows. Hard-coded constant
|
||||
// so changing it is one edit. Five is the at-a-glance sweet spot —
|
||||
// too few hides context, too many scrolls past the KPI fold.
|
||||
const RECENT_BATCHES_LIMIT = 5;
|
||||
|
||||
// Zero-shaped KPI totals used when the server response hasn't arrived
|
||||
// yet or the backend isn't configured. Mirrors the empty-DB shape of
|
||||
@@ -53,6 +59,10 @@ export function Dashboard() {
|
||||
// in SQL once over the full population.
|
||||
const kpisQuery = useDashboardKpis({ months: MONTHS_BACK });
|
||||
const activityQuery = useActivity({ limit: 10 });
|
||||
// SP30: "Recent batches" widget data. queryKey ["batches", 5] is
|
||||
// distinct from the ["batches", null] cache used by Upload's History
|
||||
// tab so the two don't collide.
|
||||
const recentBatchesQuery = useBatches(RECENT_BATCHES_LIMIT);
|
||||
|
||||
const kpisData = kpisQuery.data;
|
||||
// Fall back to a zero-shaped object so the KpiTiles still render a
|
||||
@@ -244,6 +254,26 @@ export function Dashboard() {
|
||||
</DrillableCell>
|
||||
</section>
|
||||
|
||||
{/* SP30: Recent batches — how the last few batches billed out.
|
||||
Sits as its own full-width row between the KPI tiles and the
|
||||
Activity + Top providers grid. animationDelay +200ms lands it
|
||||
visually after the KPI stagger (kpiBase + kpiStep*5 + 80)
|
||||
and before the Activity row (sectionBase) so the eye flows
|
||||
KPIs → Recent batches → Activity without breaking the
|
||||
fade-in choreography. */}
|
||||
<section
|
||||
className="animate-fade-in-up"
|
||||
style={{ animationDelay: `${sectionBase + 200}ms` }}
|
||||
>
|
||||
<RecentBatchesWidget
|
||||
batches={recentBatchesQuery.data ?? []}
|
||||
limit={RECENT_BATCHES_LIMIT}
|
||||
onRowClick={(id) =>
|
||||
navigate(`/batches?batch=${encodeURIComponent(id)}`)
|
||||
}
|
||||
/>
|
||||
</section>
|
||||
|
||||
{/* Activity + Top providers */}
|
||||
<section
|
||||
className="grid gap-4 lg:grid-cols-3 animate-fade-in-up"
|
||||
|
||||
Reference in New Issue
Block a user