Business-Management/frontend/STATUS.md

Frontend — Status

What it is

React 18 + TypeScript + Vite SPA styled with shadcn/ui (Radix primitives) and Tailwind CSS v3. Design tokens are CSS custom properties supporting light/dark themes. 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).

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Routes

Path	Component	Auth
/login	LoginPage	Public
/	DashboardPage	Required
/apps	AppsPage	Required
/apps/documents	DocumentsPage	Required
/apps/documents/settings	DocServiceSettingsPage	ServiceAdminRoute (is_admin OR doc-service-admin)
/apps/ai/settings	AIAdminSettingsPage	ServiceAdminRoute (is_admin OR ai-service-admin)
/admin	AdminPage (redirects to /admin/users)	Admin only
/admin/users	AdminUsersPage	Admin only
/admin/groups	AdminGroupsPage	Admin only
/profile	ProfilePage	Required
/settings	SettingsPage (placeholder)	Required
/settings/plugins/:id	PluginSettingsPage	Required (per-plugin access control)

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

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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

Home dashboard (/)

Personalised landing page per user:

• Time-aware greeting with the user's display name (full_name or email). React JSX text rendering HTML-escapes all values — no dangerouslySetInnerHTML is used anywhere on this page.
• Grid of pinned app cards drawn from GET /api/services, filtered to the user's saved list.
• Customize mode (pencil button): shows all services; + / − toggle buttons on each card; changes committed with Save via PATCH /api/users/me/preferences.
• Empty-state prompt when no apps are pinned.

Apps page (/apps)

Cards are rendered dynamically from GET /api/services (polled every 30 s via TanStack Query):

• healthy=true + app_path set — clickable card with "Available" badge
• healthy=true + no app_path — non-clickable card (e.g. AI Service — no user UI)
• healthy=false — non-clickable, dimmed card with "Unavailable" badge and explanation text
• Single Settings button per card — visible to global admins OR members of the service's admin group (checked via GET /api/plugins which backend filters by access). Links to svc.settings_path.

Sidebar navigation

Apps is an expandable accordion in the sidebar:

• Documents sub-item (expandable) — lists all user categories beneath it; clicking a category navigates to /apps/documents?category_id=<id>
• AI Service is not listed (no openable UI)
• Sections auto-open when navigating to their route
• In collapsed (icons-only) mode, clicking the Apps icon navigates to /apps

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):

• 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 Service Settings (/apps/ai/settings)

Accessible to global admins and ai-service-admin group members (ServiceAdminRoute).

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

Document Service Settings (/apps/documents/settings)

Accessible to global admins and doc-service-admin group members (ServiceAdminRoute). Combined settings on one page, accessed via the single "Settings" button on the app card:

• Upload Limits — max PDF size in MB (GET/PATCH /api/settings/documents/limits)
• Watch Directory — file watcher config rendered via PluginSchemaForm from manifest (GET/PATCH /api/plugins/doc-service/settings)

Admin — Users page (/admin/users)

• User list with role and active status
• Inline active status toggle
• Create user form (email, name, password, admin flag)
• Delete user

Admin — Groups page (/admin/groups)

• Group list with name, description, member count
• Create group (name, optional description)
• Edit group name / description inline panel
• Delete group (with confirmation)
• Expand group row to manage members: view members, remove members, add non-members from dropdown

Profile page (/profile)

• Display and edit personal information

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API client (src/api/client.ts)

Key functions:

Function	Description
listDocuments(params)	GET /documents — returns DocumentPage; supports category_id filter
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
confirmFolderSuggestion(docId)	POST /documents/{id}/suggestions/folder/confirm
rejectFolderSuggestion(docId)	POST /documents/{id}/suggestions/folder/reject
confirmFilenameSuggestion(docId)	POST /documents/{id}/suggestions/filename/confirm
rejectFilenameSuggestion(docId)	POST /documents/{id}/suggestions/filename/reject
getAISettings()	GET /settings/ai (masked)
updateAISettings(data)	PATCH /settings/ai
testAIConnection()	POST /settings/ai/test
getDocumentLimits()	GET /settings/documents/limits
adminListGroups()	GET /admin/groups
adminCreateGroup(data)	POST /admin/groups
adminGetGroup(id)	GET /admin/groups/{id} with members
adminUpdateGroup(id, data)	PATCH /admin/groups/{id}
adminDeleteGroup(id)	DELETE /admin/groups/{id}
adminAddGroupMember(gId, uId)	POST /admin/groups/{gId}/members/{uId}
adminRemoveGroupMember(gId, uId)	DELETE /admin/groups/{gId}/members/{uId}
updateDocumentLimits(data)	PATCH /settings/documents/limits
getPlugins()	GET /plugins — list accessible plugins
getPluginManifest(id)	GET /plugins/{id}/manifest
getPluginSettings(id)	GET /plugins/{id}/settings
updatePluginSettings(id, data)	PATCH /plugins/{id}/settings

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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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Component inventory

Component	Path	Description
AppShell	src/components/AppShell.tsx	Layout wrapper: Sidebar + scrollable main content
Sidebar	src/components/Sidebar.tsx	Collapsible left nav; includes dynamic "Extensions" section
ThemeToggle	src/components/ThemeToggle.tsx	Sun/moon ghost icon button; persists to localStorage
PluginSchemaForm	src/components/PluginSchemaForm.tsx	JSON Schema → React form (boolean/string/number/readOnly fields)
PluginSettingsPage	src/pages/PluginSettingsPage.tsx	Generic plugin settings page (manifest-driven)
Button	src/components/ui/button.tsx	shadcn/ui Button (default, ghost, outline, destructive)
Input	src/components/ui/input.tsx	shadcn/ui Input

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 app permission UI per group — groups exist but permission grants are not yet implemented
• No app permission UI — all apps visible to all authenticated users

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Future work

• UI component library: shadcn/ui + Tailwind CSS — installed and wired up
• AppShell + Sidebar replacing inline Nav component
• Light/dark theme context with OS preference detection
• Generic plugin infrastructure: Extensions sidebar section, PluginSchemaForm, PluginSettingsPage
• Suggestion badges in DocumentsPage for suggested_folder / suggested_filename (confirm/reject buttons)
• Toast notification system (upload success, save feedback, errors)
• Loading skeletons
• POST /queue/jobs integration — show AI processing queue status / progress per document
• Advanced filter: extracted data fields (vendor, due date, amount) — needs backend support
• Groups admin UI — list, create, edit, delete, add/remove members
• App permissions UI per group (blocked on backend group_app_permissions)
• Document sharing UI (blocked on backend)
• httpOnly cookie auth (requires backend change)
• Bulk document operations (select multiple, bulk delete / bulk categorise)