phase-3: ingestion, from a QR in the camera to a card in the bandeja

The whole pipeline: storage behind one driver interface (local disk and S3),
a portable job queue with a poller, QR and CDC parsing, OCR through the
Anthropic API, dedupe, manual entry, and the bandeja that turns all of it into
one decision per card.

Scanning tries the trustworthy door first: a QR is parsed and prefilled from
its CDC; a photo without one is queued for OCR when a key is configured and
otherwise opens the manual form against the stored file. A QR that will not
parse records an ingest error and falls through rather than losing the photo.

Job claiming is the only dialect divergence, as SPEC allows: FOR UPDATE SKIP
LOCKED on Postgres, a conditional UPDATE against SQLite's single writer. Retry
backoff follows SPEC exactly and a job abandoned by a killed process returns to
the queue once its lock goes stale, which is the phase 3 acceptance case.

OCR uses structured outputs rather than parsing prose, so the model cannot
return anything but the RULES.md schema, and every field is nullable because
unreadable is a real answer.

Web: scan with live QR decoding (BarcodeDetector, ZXing fallback, wasm served
from our own origin), manual entry with the IVA split worked out from the
total, the bandeja with swipe, buttons and keyboard all doing the same thing,
and the documents list and detail with an editable classification.

The seed now carries Maria's 34 purchases and 8 sales and Carlos's 6, all
classified through the real rules, plus the two open ingest errors.

Two defects found and fixed with tests: seeded documents could be dated in the
future, which would corrupt any projection computed from them, and the category
buttons announced their keyboard shortcut as part of their name.

255 vitest tests, 37 Playwright tests, rules coverage still 100%, typecheck and
lint clean.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
Michilis
2026-09-04 02:20:31 +00:00
co-authored by Claude Opus 5
parent 0d7651b17c
commit b074456b70
64 changed files with 5504 additions and 23 deletions
+62
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@@ -1,16 +1,25 @@
import type { z } from 'zod';
import {
type ClassificationPatchInput,
type ConsentInput,
DataExportDto,
type DeleteAccountInput,
DependentDto,
type DependentInput,
DocumentDto,
DocumentListDto,
type DocumentListQuery,
type DocumentPatchInput,
IngestErrorDto,
LookupDto,
type ManualDocumentInput,
NotificationPrefsDto,
type NotificationPrefsInput,
OkDto,
ProfileDto,
type ProfileInput,
type RejectInput,
ScanResultDto,
} from './dto';
import { ApiError, ErrorEnvelope } from './errors';
@@ -38,6 +47,22 @@ export function createApiClient(options: ApiClientOptions = {}) {
const baseUrl = (options.baseUrl ?? '').replace(/\/$/, '');
const doFetch = options.fetch ?? globalThis.fetch;
/** Multipart, so the browser sets the boundary. Never set content-type by hand here. */
async function requestForm<T>(path: string, form: FormData, schema: z.ZodType<T>): Promise<T> {
const url = `${baseUrl}/api${path}`;
const response = await doFetch(baseUrl ? url : `/api${path}`, {
method: 'POST',
headers: { accept: 'application/json', ...options.headers },
credentials: 'include',
body: form,
});
const text = await response.text();
const json: unknown = text.length > 0 ? safeJson(text) : undefined;
if (!response.ok) throw toApiError(response.status, json);
return schema.parse(json);
}
async function request<T>(
method: 'GET' | 'POST' | 'PUT' | 'PATCH' | 'DELETE',
path: string,
@@ -106,6 +131,43 @@ export function createApiClient(options: ApiClientOptions = {}) {
deleteAccount: (body: DeleteAccountInput) =>
request('DELETE', '/me/account', { schema: OkDto, body }),
// Documents
scanDocument: (file: File, qrPayload?: string | null) => {
const form = new FormData();
form.set('file', file);
if (qrPayload) form.set('qrPayload', qrPayload);
return requestForm('/documents/scan', form, ScanResultDto);
},
createManualDocument: (body: ManualDocumentInput) =>
request('POST', '/documents/manual', { schema: DocumentDto, body }),
listDocuments: (query: DocumentListQuery, signal?: AbortSignal) =>
request('GET', '/documents', {
schema: DocumentListDto,
query: query as Record<string, string | undefined>,
...(signal ? { signal } : {}),
}),
getDocument: (id: string, signal?: AbortSignal) =>
request('GET', `/documents/${encodeURIComponent(id)}`, {
schema: DocumentDto,
...(signal ? { signal } : {}),
}),
patchDocument: (id: string, body: DocumentPatchInput) =>
request('PATCH', `/documents/${encodeURIComponent(id)}`, { schema: DocumentDto, body }),
confirmDocument: (id: string) =>
request('POST', `/documents/${encodeURIComponent(id)}/confirm`, { schema: DocumentDto }),
rejectDocument: (id: string, body: RejectInput) =>
request('POST', `/documents/${encodeURIComponent(id)}/reject`, { schema: DocumentDto, body }),
patchClassification: (id: string, body: ClassificationPatchInput) =>
request('PATCH', `/documents/${encodeURIComponent(id)}/classification`, {
schema: DocumentDto,
body,
}),
listIngestErrors: (signal?: AbortSignal) =>
request('GET', '/documents/errors', {
schema: IngestErrorDto.array(),
...(signal ? { signal } : {}),
}),
// Notifications
getNotificationPrefs: (signal?: AbortSignal) =>
request('GET', '/me/notification-prefs', {
+136 -1
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@@ -1,5 +1,17 @@
import { z } from 'zod';
import { DocType, IrpCategory, LocaleCode, ObligationCode, TaxpayerKind } from './enums';
import {
Direction,
DocKind,
DocSource,
DocStatus,
DocType,
IrpCategory,
LocaleCode,
ObligationCode,
SupplierRegimeHint,
TaxpayerKind,
VerificationStatus,
} from './enums';
/**
* DTO schemas are added as their phase lands. Field names come from CONTRACTS.md
@@ -112,6 +124,129 @@ export type DataExportDto = z.infer<typeof DataExportDto>;
export const DeleteAccountInput = z.object({ confirmText: z.string() });
export type DeleteAccountInput = z.infer<typeof DeleteAccountInput>;
export const ClassificationDto = z.object({
ivaCreditEligible: z.boolean(),
ivaCreditAmount: z.number().int(),
irpCategory: z.union([IrpCategory, z.literal('none')]),
irpDeductibleAmount: z.number().int(),
dependentId: z.string().nullable(),
confidence: z.number(),
decidedBy: z.enum(['auto', 'user', 'staff']),
rulesVersion: z.string(),
/** Reason codes from packages/rules, localized by the UI. */
reasons: z.array(z.string()),
});
export type ClassificationDto = z.infer<typeof ClassificationDto>;
export const DocumentDto = z.object({
id: z.string(),
source: DocSource,
status: DocStatus,
cdc: z.string().nullable(),
docKind: DocKind,
direction: Direction,
emitterRuc: z.string(),
emitterDv: z.string().nullable(),
emitterName: z.string(),
receiverDoc: z.string().nullable(),
issueDate: z.string(),
currency: z.literal('PYG'),
total: z.number().int(),
amountIva10: z.number().int(),
amountIva5: z.number().int(),
amountExenta: z.number().int(),
iva10: z.number().int(),
iva5: z.number().int(),
supplierRegimeHint: SupplierRegimeHint,
verifiedDnit: z.boolean(),
verificationStatus: VerificationStatus,
fileUrl: z.string().nullable(),
classification: ClassificationDto.nullable(),
createdAt: z.string(),
confirmedAt: z.string().nullable(),
/** Present only on a scan that collapsed into an existing document. */
merged: z.boolean().optional(),
});
export type DocumentDto = z.infer<typeof DocumentDto>;
/** A scan with no QR and no OCR configured: the client opens the manual form. */
export const NeedsManualDto = z.object({
needsManual: z.literal(true),
fileId: z.string(),
});
export type NeedsManualDto = z.infer<typeof NeedsManualDto>;
export const ScanResultDto = z.union([DocumentDto, NeedsManualDto]);
export type ScanResultDto = z.infer<typeof ScanResultDto>;
export const ManualDocumentInput = z.object({
fileId: z.string().nullable().optional(),
direction: Direction.default('purchase'),
docKind: DocKind.default('factura'),
emitterRuc: z.string().trim().min(1).max(20),
emitterDv: z.string().trim().max(2).nullable().optional(),
emitterName: z.string().trim().min(1).max(200),
issueDate: z.string().regex(/^\d{4}-\d{2}-\d{2}$/),
total: z.number().int().min(0),
amountIva10: z.number().int().min(0).default(0),
amountIva5: z.number().int().min(0).default(0),
amountExenta: z.number().int().min(0).default(0),
iva10: z.number().int().min(0).default(0),
iva5: z.number().int().min(0).default(0),
supplierRegimeHint: SupplierRegimeHint.default('unknown'),
});
export type ManualDocumentInput = z.infer<typeof ManualDocumentInput>;
export const DocumentPatchInput = ManualDocumentInput.partial().omit({ fileId: true });
export type DocumentPatchInput = z.infer<typeof DocumentPatchInput>;
export const ClassificationPatchInput = z.object({
irpCategory: z.union([IrpCategory, z.literal('none')]).optional(),
ivaCreditEligible: z.boolean().optional(),
dependentId: z.string().nullable().optional(),
});
export type ClassificationPatchInput = z.infer<typeof ClassificationPatchInput>;
export const RejectInput = z.object({
reason: z.enum(['not_mine', 'duplicate', 'other']),
});
export type RejectInput = z.infer<typeof RejectInput>;
export const DocumentListQuery = z.object({
month: z.string().regex(/^\d{4}-\d{2}$/).optional(),
direction: Direction.optional(),
category: z.union([IrpCategory, z.literal('none')]).optional(),
status: DocStatus.optional(),
q: z.string().trim().max(200).optional(),
cursor: z.string().optional(),
});
export type DocumentListQuery = z.infer<typeof DocumentListQuery>;
/** Lists use cursor pagination with a page size of 50 (CONTRACTS.md section 1). */
export const PAGE_SIZE = 50;
export function listDto<T extends z.ZodType>(item: T) {
return z.object({
items: z.array(item),
total: z.number().int(),
cursor: z.string().optional(),
});
}
export const DocumentListDto = listDto(DocumentDto);
export type DocumentListDto = z.infer<typeof DocumentListDto>;
export const IngestErrorDto = z.object({
id: z.string(),
userId: z.string().nullable(),
documentId: z.string().nullable(),
stage: z.enum(['qr_parse', 'ocr', 'dedupe', 'verify', 'job', 'other']),
message: z.string(),
status: z.enum(['open', 'resolved']),
createdAt: z.string(),
});
export type IngestErrorDto = z.infer<typeof IngestErrorDto>;
export const OkDto = z.object({ ok: z.literal(true) });
export type OkDto = z.infer<typeof OkDto>;
+13
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@@ -32,6 +32,19 @@ export {
LookupDto,
DataExportDto,
DeleteAccountInput,
ClassificationDto,
DocumentDto,
NeedsManualDto,
ScanResultDto,
ManualDocumentInput,
DocumentPatchInput,
ClassificationPatchInput,
RejectInput,
DocumentListQuery,
DocumentListDto,
IngestErrorDto,
PAGE_SIZE,
listDto,
OkDto,
HealthDto,
ReadyDto,