Business-Management/frontend/STATUS.md

# Frontend — Status

## What it is

React 18 + TypeScript + Vite SPA. In dev it runs on port `5173` and proxies `/api/*` to `backend:8000`. In prod it is served by nginx on port `80`.

All API calls go through `src/api/client.ts` (single Axios instance, JWT injected via request interceptor from `localStorage`).

---

## Routes

| Path | Component | Auth |
|------|-----------|------|
| `/login` | `LoginPage` | Public |
| `/` | `DashboardPage` | Required |
| `/apps` | `AppsPage` | Required |
| `/apps/documents` | `DocumentsPage` | Required |
| `/apps/documents/settings/admin` | `DocumentAdminSettingsPage` | Admin only |
| `/apps/ai/settings/admin` | `AIAdminSettingsPage` | Admin only |
| `/admin` | `AdminPage` | Admin only |
| `/profile` | `ProfilePage` | Required |

`PrivateRoute` redirects to `/login` when no token. `AdminRoute` redirects to `/` when not admin.

---

## Current functionality

### Auth

- Login form (`POST /api/auth/login`) stores JWT in `localStorage`
- Logout clears token and redirects to `/login`
- `GET /api/users/me` verifies token on protected routes

### Apps page (`/apps`)

Cards for each installed app:
- **Documents** — link to `/apps/documents`; admin gear icon → `/apps/documents/settings/admin`
- **AI Service** — infrastructure card; admin gear icon → `/apps/ai/settings/admin`; no Open button (no user-facing UI)

### Documents page (`/apps/documents`)

**Upload:** PDF file input, 202 response, error display.

**Filter bar:**
- Search input (400ms debounce) — matches title, filename, tags, document_type
- Status dropdown (all / pending / processing / done / failed)
- Type dropdown (all / invoice / bill / receipt / order / expense / revenue / unknown)
- Sort selector (upload date / processed date / title / filename / file size / type / status)
- Asc/Desc toggle
- "Clear filters" button (appears when any filter is active)

**Pagination:** Prev/Next with "X–Y of Z" count. Only shown when total > per_page.

**Document row (collapsed):**
- Inline title editor (pencil icon, Enter to save, Esc to cancel; shows filename in italic when no title)
- Status badge (colour-coded)
- Document type label
- File size
- View button (opens PDF in new tab via blob URL — auth-gated)
- Download button
- Delete button (confirm dialog)

**Document row (expanded):**
- **Tag editor** — read mode shows chips + Edit button; edit mode has removable chips + input (Enter/comma to add) + Save/Cancel
- **Extracted data table** — all AI-extracted JSON fields (excludes `tags`, `suggested_categories`)
- **Error message** — shown if status=failed
- **Categories** — assigned chips with remove; dropdown to assign existing; AI-suggested chips with Accept / Create & Assign / Dismiss
- **Status polling** — auto-refetches every 3s while status is pending/processing; invalidates document list on done/failed

### AI Admin Settings (`/apps/ai/settings/admin`)

- Provider selector (lmstudio / ollama / anthropic)
- Per-provider fields (base URL, model, API key)
- Test Connection button (`POST /api/settings/ai/test`)
- Save button

### Document Admin Settings (`/apps/documents/settings/admin`)

- Upload Limits section only (max PDF size in MB)
- Save button

### Admin page (`/admin`)

- User list with role and active status
- Inline role/status editing

### Profile page (`/profile`)

- Display and edit personal information

---

## API client (`src/api/client.ts`)

Key functions:

| Function | Description |
|----------|-------------|
| `listDocuments(params)` | `GET /documents` — returns `DocumentPage` |
| `uploadDocument(file)` | `POST /documents/upload` |
| `deleteDocument(id)` | `DELETE /documents/{id}` |
| `downloadDocument(id, filename)` | Blob URL download |
| `viewDocument(id)` | Blob URL → `window.open`, auto-revoke after 60s |
| `getDocumentStatus(id)` | Poll endpoint |
| `listCategories()` | All categories for user |
| `createCategory(name)` | Create category |
| `assignCategory(docId, catId)` | Assign |
| `removeCategory(docId, catId)` | Remove |
| `updateDocumentTags(id, tags)` | `PATCH /documents/{id}/tags` |
| `updateDocumentTitle(id, title)` | `PATCH /documents/{id}/title` |
| `getAISettings()` | `GET /settings/ai` (masked) |
| `updateAISettings(data)` | `PATCH /settings/ai` |
| `testAIConnection()` | `POST /settings/ai/test` |
| `getDocumentLimits()` | `GET /settings/documents/limits` |
| `updateDocumentLimits(data)` | `PATCH /settings/documents/limits` |

---

## State management

- **TanStack Query** — all server state; `queryKey: ["documents", params]` for cache isolation per filter/page combination
- **No global store** — local `useState` for UI-only state (editing mode, filter params, etc.)
- **Token** — `localStorage`, read by `useAuth` hook, injected by Axios interceptor

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## Known limitations / not implemented

- **JWT in `localStorage`** — XSS risk; migrate to `httpOnly` cookie when backend supports it
- **No toast / notification system** — errors shown inline; success is silent
- **No loading skeletons** — "Loading…" text only
- **No UI component library** — raw inline styles throughout; shadcn/ui + Tailwind CSS adoption in progress
- **No group/sharing UI** — blocked on backend groups system
- **No app permission UI** — all apps visible to all authenticated users

---

## Future work

- [x] UI component library: shadcn/ui + Tailwind CSS confirmed
- [ ] Toast notification system (upload success, save feedback, errors)
- [ ] Loading skeletons
- [ ] `POST /queue/jobs` integration — show AI processing queue status / progress per document
- [ ] Re-process document button (`POST /documents/{id}/reprocess` — needs backend endpoint first)
- [ ] Advanced filter: extracted data fields (vendor, due date, amount) — needs backend support
- [ ] Groups + document sharing UI — blocked on backend
- [ ] App permissions UI in Admin page
- [ ] `httpOnly` cookie auth (requires backend change)
- [ ] Bulk document operations (select multiple, bulk delete / bulk categorise)