refactor: use shared sidebar partial across templates

app/routes/documents.py

@@ -233,7 +233,7 @@ def list_documents(request: Request, db: Session = Depends(get_db)):
     return templates.TemplateResponse(
         request=request,
         name="documents/list.html",
-        context={"request": request, "documents": documents},
+        context={"request": request, "documents": documents, "active_page": "documents"},
     )
 
 
@@ -507,5 +507,6 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
             "error_actual": error_actual,
             "extracted_form": extracted_form,
             "current_extracted": current_extracted,
+            "active_page": "documents",
         },
     )

app/routes/ingest.py

@@ -23,6 +23,7 @@ def ingest_home(request: Request):
         context={
             "request": request,
             "inbox_root": INBOX_ROOT,
+            "active_page": "ingest",
         },
     )
 

app/routes/line_items.py

@@ -0,0 +1,298 @@
+from pathlib import Path
+from decimal import Decimal, InvalidOperation
+
+from fastapi import APIRouter, Depends, Form, Query, Request
+from fastapi.responses import HTMLResponse, RedirectResponse
+from fastapi.templating import Jinja2Templates
+from sqlalchemy import func
+from sqlalchemy.orm import Session, selectinload
+
+from app.db.deps import get_db
+from app.logic.extraction import get_current_extracted_fields
+from app.models.document import Document
+from app.models.receipt_line_item import ReceiptLineItem
+
+router = APIRouter(prefix="/line-items", tags=["line-items"])
+
+BASE_DIR = Path(__file__).resolve().parent.parent
+templates = Jinja2Templates(directory=str(BASE_DIR / "templates"))
+
+
+def _decimal_to_str(value: Decimal | None) -> str:
+    if value is None:
+        return ""
+    return str(value)
+
+
+def _to_decimal(value: str | None) -> Decimal | None:
+    if value is None:
+        return None
+    cleaned = str(value).strip()
+    if not cleaned:
+        return None
+    try:
+        return Decimal(cleaned)
+    except (InvalidOperation, TypeError):
+        return None
+
+
+def _line_item_quality_rating(item: ReceiptLineItem) -> str:
+    extra = item.extra_json or {}
+    value = extra.get("quality_rating")
+    return "" if value is None else str(value)
+
+
+def _line_item_quality_note(item: ReceiptLineItem) -> str:
+    extra = item.extra_json or {}
+    value = extra.get("quality_note")
+    return "" if value is None else str(value)
+
+
+@router.post("/{line_item_id}/review", response_class=RedirectResponse)
+def save_line_item_review(
+    line_item_id: int,
+    q: str = Form(""),
+    merchant: str = Form(""),
+    category: str = Form(""),
+    date_from: str = Form(""),
+    date_to: str = Form(""),
+    rating_min: str = Form(""),
+    rating_max: str = Form(""),
+    quality_rating: str = Form(""),
+    quality_note: str = Form(""),
+    db: Session = Depends(get_db),
+):
+    item = db.query(ReceiptLineItem).filter(ReceiptLineItem.id == line_item_id).first()
+    if item is None:
+        return RedirectResponse(url="/line-items/", status_code=303)
+
+    extra = dict(item.extra_json or {})
+
+    rating_clean = quality_rating.strip()
+    note_clean = quality_note.strip()
+
+    if rating_clean:
+        extra["quality_rating"] = rating_clean
+    else:
+        extra.pop("quality_rating", None)
+
+    if note_clean:
+        extra["quality_note"] = note_clean
+    else:
+        extra.pop("quality_note", None)
+
+    item.extra_json = extra
+    db.commit()
+
+    redirect_url = (
+        f"/line-items/?q={q}&merchant={merchant}&category={category}"
+        f"&date_from={date_from}&date_to={date_to}"
+        f"&rating_min={rating_min}&rating_max={rating_max}"
+    )
+    return RedirectResponse(url=redirect_url, status_code=303)
+
+
+@router.get("/", response_class=HTMLResponse)
+def list_line_items(
+    request: Request,
+    q: str = Query("", description="Item description contains"),
+    merchant: str = Query("", description="Merchant contains"),
+    category: str = Query("", description="Category equals"),
+    date_from: str = Query("", description="YYYY-MM-DD"),
+    date_to: str = Query("", description="YYYY-MM-DD"),
+    rating_min: str = Query("", description="Minimum rating"),
+    rating_max: str = Query("", description="Maximum rating"),
+    db: Session = Depends(get_db),
+):
+    items = (
+        db.query(ReceiptLineItem)
+        .options(
+            selectinload(ReceiptLineItem.document).selectinload(Document.extracted_fields)
+        )
+        .order_by(ReceiptLineItem.id.desc())
+        .all()
+    )
+
+    q_norm = q.strip().lower()
+    merchant_norm = merchant.strip().lower()
+    category_norm = category.strip().lower()
+    rating_min_dec = _to_decimal(rating_min)
+    rating_max_dec = _to_decimal(rating_max)
+
+    rows: list[dict] = []
+
+    for item in items:
+        document = item.document
+        if document is None:
+            continue
+
+        extracted = get_current_extracted_fields(document)
+        merchant_value = ""
+        transaction_date = ""
+
+        if extracted is not None:
+            merchant_value = (
+                extracted.merchant_normalized
+                or extracted.merchant_raw
+                or ""
+            )
+            if extracted.transaction_date:
+                transaction_date = extracted.transaction_date.isoformat()
+
+        if not transaction_date and document.created_at:
+            transaction_date = document.created_at.date().isoformat()
+
+        description_value = (
+            item.normalized_description
+            or item.raw_description
+            or ""
+        )
+        category_value = item.item_category or ""
+        quality_rating_value = _line_item_quality_rating(item)
+        quality_note_value = _line_item_quality_note(item)
+        quality_rating_dec = _to_decimal(quality_rating_value)
+
+        if q_norm and q_norm not in description_value.lower():
+            continue
+        if merchant_norm and merchant_norm not in merchant_value.lower():
+            continue
+        if category_norm and category_norm not in category_value.lower():
+            continue
+        if date_from and (not transaction_date or transaction_date < date_from):
+            continue
+        if date_to and (not transaction_date or transaction_date > date_to):
+            continue
+        if rating_min_dec is not None:
+            if quality_rating_dec is None or quality_rating_dec < rating_min_dec:
+                continue
+        if rating_max_dec is not None:
+            if quality_rating_dec is None or quality_rating_dec > rating_max_dec:
+                continue
+
+        rows.append(
+            {
+                "line_item_id": item.id,
+                "document_id": document.document_id,
+                "transaction_date": transaction_date,
+                "merchant": merchant_value,
+                "description": description_value,
+                "raw_description": item.raw_description or "",
+                "quantity": _decimal_to_str(item.quantity),
+                "line_total": _decimal_to_str(item.line_total),
+                "category": category_value,
+                "confidence": _decimal_to_str(item.confidence),
+                "quality_rating": quality_rating_value,
+                "quality_note": quality_note_value,
+            }
+        )
+
+    rows.sort(
+        key=lambda row: (
+            row["transaction_date"] or "",
+            row["merchant"] or "",
+            row["description"] or "",
+        ),
+        reverse=True,
+    )
+
+    return templates.TemplateResponse(
+        request=request,
+        name="line_items/list.html",
+        context={
+            "request": request,
+            "rows": rows,
+            "q": q,
+            "merchant": merchant,
+            "category": category,
+            "date_from": date_from,
+            "date_to": date_to,
+            "rating_min": rating_min,
+            "rating_max": rating_max,
+            "active_page": "line_items",
+        },
+    )
+
+
+@router.get("/summary", response_class=HTMLResponse)
+def summarize_line_items(
+    request: Request,
+    q: str = Query("", description="Item contains"),
+    db: Session = Depends(get_db),
+):
+    query = (
+        db.query(
+            ReceiptLineItem.normalized_description.label("item"),
+            func.count().label("count"),
+            func.avg(ReceiptLineItem.line_total).label("avg_price"),
+            func.min(ReceiptLineItem.line_total).label("min_price"),
+            func.max(ReceiptLineItem.line_total).label("max_price"),
+        )
+    )
+
+    if q:
+        query = query.filter(
+            ReceiptLineItem.normalized_description.ilike(f"%{q}%")
+        )
+
+    query = query.group_by(ReceiptLineItem.normalized_description)
+    results = query.all()
+
+    rating_query = db.query(
+        ReceiptLineItem.normalized_description,
+        ReceiptLineItem.extra_json,
+    )
+    if q:
+        rating_query = rating_query.filter(
+            ReceiptLineItem.normalized_description.ilike(f"%{q}%")
+        )
+    rating_rows = rating_query.all()
+
+    rating_map: dict[str, dict[str, Decimal | int]] = {}
+
+    for item_name, extra_json in rating_rows:
+        key = item_name or ""
+        rating_info = rating_map.setdefault(
+            key,
+            {"rated_count": 0, "rating_sum": Decimal("0")}
+        )
+        extra = extra_json or {}
+        rating_dec = _to_decimal(extra.get("quality_rating"))
+        if rating_dec is not None:
+            rating_info["rated_count"] += 1
+            rating_info["rating_sum"] += rating_dec
+
+    rows = []
+    for r in results:
+        item_name = r.item or ""
+        rating_info = rating_map.get(item_name, {"rated_count": 0, "rating_sum": Decimal("0")})
+        rated_count = int(rating_info["rated_count"])
+        rating_sum = rating_info["rating_sum"]
+
+        avg_rating = ""
+        if rated_count > 0:
+            avg_rating = str((rating_sum / rated_count).quantize(Decimal("0.01")))
+
+        rows.append(
+            {
+                "item": item_name,
+                "count": r.count,
+                "avg_price": str(round(r.avg_price, 2)) if r.avg_price is not None else "",
+                "min_price": str(r.min_price) if r.min_price is not None else "",
+                "max_price": str(r.max_price) if r.max_price is not None else "",
+                "rated_count": rated_count,
+                "avg_rating": avg_rating,
+            }
+        )
+
+    rows.sort(key=lambda x: (x["count"], x["item"]), reverse=True)
+
+    return templates.TemplateResponse(
+        request=request,
+        name="line_items/summary.html",
+        context={
+            "request": request,
+            "rows": rows,
+            "q": q,
+            "active_page": "line_item_summary",
+        },
+    )

app/routes/queue.py

@@ -54,5 +54,6 @@ def review_queue(request: Request, db: Session = Depends(get_db)):
             "recently_updated": recently_updated,
             "next_ocr": next_ocr,
             "next_fields": next_fields,
+            "active_page": "queue",
         },
     )

app/routes/trash.py

@@ -30,7 +30,7 @@ def trash_index(request: Request, db: Session = Depends(get_db)):
     return templates.TemplateResponse(
         request=request,
         name="trash/index.html",
-        context={"request": request, "documents": documents},
+        context={"request": request, "documents": documents, "active_page": "trash"},
     )
 
 

app/templates/documents/detail.html

@@ -7,22 +7,7 @@
 </head>
 <body>
 <div class="app-shell" id="app-shell">
-    <aside class="sidebar">
+    {% include "partials/sidebar.html" %}
-        <div class="sidebar-top">
-            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
-                <span></span><span></span><span></span>
-            </div>
-            <div class="brand">Document Processor</div>
-        </div>
-
-        <div class="sidebar-section-title">Workspace</div>
-        <nav class="nav-list">
-            <a class="nav-link active" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
-            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
-            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
-            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
-        </nav>
-    </aside>
 
     <main class="main">
         {% if error == "line_count_mismatch" %}

app/templates/documents/detail.html.bak_sidebar

@@ -0,0 +1,362 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>{{ document.document_id }}</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link active" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        {% if error == "line_count_mismatch" %}
+            <div class="error-box">
+                Could not save reviewed OCR because line count did not match OCR layout.
+                Expected {{ error_expected }}, got {{ error_actual }}.
+            </div>
+        {% elif error == "save_ocr_corrected_failed" %}
+            <div class="error-box">
+                Could not save OCR-corrected PDF. Check that reviewed OCR line count matches raw OCR line count.
+            </div>
+        {% elif error == "rerun_ocr_failed" %}
+            <div class="error-box">OCR rerun failed.</div>
+        {% elif error == "save_field_enriched_failed" %}
+            <div class="error-box">Could not save field-enriched PDF.</div>
+        {% endif %}
+
+        <div class="detail-sticky-header">
+            <div class="topbar">
+                <div>
+                    <h1 class="page-title">{{ document.document_id }}</h1>
+                    <p class="page-subtitle">{{ document.original_filename or document.canonical_filename or document.document_type }}</p>
+                </div>
+                <div class="badges">
+                    <span class="badge {% if document.review_status == 'reviewed' %}reviewed{% else %}pending{% endif %}">{{ document.review_status }}</span>
+                    <span class="badge">{{ document.document_type }}</span>
+                    <span class="badge">{{ document.mime_type }}</span>
+                </div>
+            </div>
+
+            <div class="card" style="margin-bottom: 0;">
+                <div class="button-row">
+                    <form method="post" action="/documents/{{ document.document_id }}/rerun-ocr">
+                        <button type="submit">Re-run OCR</button>
+                    </form>
+                    <form method="post" action="/documents/{{ document.document_id }}/save-ocr-corrected-pdf">
+                        <button class="primary" type="submit">Save OCR-corrected PDF</button>
+                    </form>
+                    <form method="post" action="/documents/{{ document.document_id }}/save-field-enriched-pdf">
+                        <button type="submit">Save field-enriched PDF</button>
+                    </form>
+                    <form method="post" action="/documents/{{ document.document_id }}/move-to-trash">
+                        <button class="danger" type="submit">Move to trash</button>
+                    </form>
+                </div>
+
+                <div class="queue-nav-row">
+                    {% if prev_doc %}
+                        <a class="button-link" href="/documents/{{ prev_doc.document_id }}">← Previous</a>
+                    {% endif %}
+                    {% if next_doc %}
+                        <a class="button-link" href="/documents/{{ next_doc.document_id }}">Next →</a>
+                    {% endif %}
+                    {% if next_ocr_doc %}
+                        <a class="button-link" href="/documents/{{ next_ocr_doc.document_id }}">Next OCR review</a>
+                    {% endif %}
+                    {% if next_fields_doc %}
+                        <a class="button-link" href="/documents/{{ next_fields_doc.document_id }}">Next field extraction</a>
+                    {% endif %}
+                </div>
+            </div>
+        </div>
+
+        <div class="workspace-grid">
+            <section>
+                <div class="card preview-card">
+                    <h2 class="card-title">Document preview</h2>
+                    {% if file_url %}
+                        {% if document.mime_type == "application/pdf" %}
+                            <iframe class="preview-frame" src="{{ file_url }}"></iframe>
+                        {% elif document.mime_type in ["image/jpeg", "image/png"] %}
+                            <img class="preview-image" src="{{ file_url }}" alt="Document image">
+                        {% else %}
+                            <p><a href="{{ file_url }}" target="_blank">Open file</a></p>
+                        {% endif %}
+                    {% else %}
+                        <p class="empty-state">No preview available.</p>
+                    {% endif %}
+                </div>
+            </section>
+
+            <section>
+                <div class="card">
+                    <div class="right-pane-tabs">
+                        <button class="tab-button{% if active_tab == 'ocr-review' %} active{% endif %}" type="button" data-tab="ocr-review">OCR Review</button>
+                        <button class="tab-button{% if active_tab == 'extracted-fields' %} active{% endif %}" type="button" data-tab="extracted-fields">Extracted Fields</button>
+                        <button class="tab-button{% if active_tab == 'versions' %} active{% endif %}" type="button" data-tab="versions">Versions</button>
+                        <button class="tab-button{% if active_tab == 'raw-ocr' %} active{% endif %}" type="button" data-tab="raw-ocr">Raw OCR</button>
+                    </div>
+
+                    <div class="tab-panel{% if active_tab == 'ocr-review' %} active{% endif %}" data-panel="ocr-review">
+                        <h2 class="card-title">Reviewed OCR</h2>
+                        {% if reviewed_ocr %}
+                            <p>Current reviewed version saved at {{ reviewed_ocr.created_at }} — v{{ reviewed_ocr.version_number }}</p>
+                        {% else %}
+                            <p class="empty-state">No reviewed OCR saved yet.</p>
+                        {% endif %}
+
+                        <p>
+                            Expected OCR lines: <span id="expected-lines">{{ expected_line_count }}</span><br>
+                            Current editor lines: <span id="actual-lines">{{ actual_line_count }}</span><br>
+                            <span id="line-warning" class="line-warning" {% if expected_line_count == actual_line_count %}style="display:none;"{% endif %}>
+                                Line count mismatch may affect corrected PDF layout.
+                            </span>
+                        </p>
+
+                        <form method="post" action="/documents/{{ document.document_id }}/review-text">
+                            <div class="form-field full">
+                                <label for="reviewed_text">Edit reviewed OCR text (one line per OCR line)</label>
+                                <div class="editor-wrap">
+                                    <pre class="line-numbers" id="line-numbers">{% for n in line_numbers %}{{ n }}
+{% endfor %}</pre>
+                                    <textarea id="reviewed_text" name="reviewed_text" rows="34" spellcheck="false">{{ review_text_value }}</textarea>
+                                </div>
+                            </div>
+
+                            <div class="form-field full">
+                                <label>Quality flags</label>
+                                <div>
+                                    {% for flag in quality_flag_options %}
+                                        <label style="display:block; margin-bottom: 0.25rem;">
+                                            <input type="checkbox" name="quality_flags" value="{{ flag }}" {% if flag in current_quality_flags %}checked{% endif %}>
+                                            {{ flag }}
+                                        </label>
+                                    {% endfor %}
+                                </div>
+                            </div>
+
+                            <div class="form-field full">
+                                <label for="quality_note">Quality note</label>
+                                <textarea id="quality_note" name="quality_note" rows="4">{{ current_quality_note }}</textarea>
+                            </div>
+
+                            <div class="button-row">
+                                <button class="primary" type="submit" id="save-reviewed-btn">Save reviewed OCR</button>
+                            </div>
+                        </form>
+                    </div>
+
+                    <div class="tab-panel{% if active_tab == 'extracted-fields' %} active{% endif %}" data-panel="extracted-fields">
+                        <h2 class="card-title">Extracted fields</h2>
+
+                        {% if current_extracted %}
+                            <p>Current extracted fields last updated at {{ current_extracted.updated_at }}</p>
+                        {% else %}
+                            <p class="empty-state">No extracted fields saved yet.</p>
+                        {% endif %}
+
+                        <form method="get" action="/documents/{{ document.document_id }}">
+                            <input type="hidden" name="autofill_extracted" value="1">
+                            <input type="hidden" name="tab" value="extracted-fields">
+                            <div class="button-row">
+                                <button type="submit">Auto-extract fields</button>
+                            </div>
+                        </form>
+
+                        <form method="post" action="/documents/{{ document.document_id }}/save-extracted-fields" style="margin-top: 1rem;">
+                            <div class="form-grid">
+                                <div class="form-field"><label>Merchant raw</label><input type="text" name="merchant_raw" value="{{ extracted_form.merchant_raw }}"></div>
+                                <div class="form-field"><label>Merchant normalized</label><input type="text" name="merchant_normalized" value="{{ extracted_form.merchant_normalized }}"></div>
+                                <div class="form-field"><label>Transaction date</label><input type="date" name="transaction_date" value="{{ extracted_form.transaction_date }}"></div>
+                                <div class="form-field"><label>Transaction time</label><input type="text" name="transaction_time" value="{{ extracted_form.transaction_time }}"></div>
+                                <div class="form-field"><label>Subtotal</label><input type="text" name="subtotal" value="{{ extracted_form.subtotal }}"></div>
+                                <div class="form-field"><label>Tax</label><input type="text" name="tax" value="{{ extracted_form.tax }}"></div>
+                                <div class="form-field"><label>Total</label><input type="text" name="total" value="{{ extracted_form.total }}"></div>
+                                <div class="form-field"><label>Currency</label><input type="text" name="currency" value="{{ extracted_form.currency }}"></div>
+                                <div class="form-field"><label>Payment method</label><input type="text" name="payment_method" value="{{ extracted_form.payment_method }}"></div>
+                                <div class="form-field"><label>Reference number</label><input type="text" name="receipt_number" value="{{ extracted_form.receipt_number }}"></div>
+                                <div class="form-field full"><label>Location</label><input type="text" name="location" value="{{ extracted_form.location }}"></div>
+                                <div class="form-field full"><label>Counterparty</label><input type="text" name="counterparty" value="{{ extracted_form.counterparty }}"></div>
+                                <div class="form-field full"><label>Extra JSON</label><textarea name="extra_json" rows="8">{{ extracted_form.extra_json }}</textarea></div>
+                            </div>
+
+                            <div class="button-row" style="margin-top: 1rem;">
+                                <button class="primary" type="submit">Save extracted fields</button>
+                            </div>
+                        </form>
+                    </div>
+
+                    <div class="tab-panel{% if active_tab == 'versions' %} active{% endif %}" data-panel="versions">
+                        <h2 class="card-title">Document versions</h2>
+                        {% if document.versions %}
+                            <div class="table-wrap">
+                                <table>
+                                    <thead>
+                                        <tr>
+                                            <th>Version</th>
+                                            <th>Type</th>
+                                            <th>Path</th>
+                                            <th>Created</th>
+                                            <th>Notes</th>
+                                        </tr>
+                                    </thead>
+                                    <tbody>
+                                        {% for version in document.versions %}
+                                        <tr>
+                                            <td>v{{ version.version_number }}</td>
+                                            <td>{{ version.version_type }}</td>
+                                            <td>{{ version.file_path }}</td>
+                                            <td>{{ version.created_at }}</td>
+                                            <td>{{ version.notes or "" }}</td>
+                                        </tr>
+                                        {% endfor %}
+                                    </tbody>
+                                </table>
+                            </div>
+                        {% else %}
+                            <p class="empty-state">No versions found.</p>
+                        {% endif %}
+                    </div>
+
+                    <div class="tab-panel{% if active_tab == 'raw-ocr' %} active{% endif %}" data-panel="raw-ocr">
+                        <h2 class="card-title">Raw OCR</h2>
+                        {% if raw_ocr %}
+                            <div class="meta-grid">
+                                <div class="meta-item"><span class="meta-label">Text version</span>v{{ raw_ocr.version_number }}</div>
+                                <div class="meta-item"><span class="meta-label">OCR engine</span>{{ raw_ocr.ocr_engine or "unknown" }}</div>
+                                <div class="meta-item"><span class="meta-label">Engine version</span>{{ raw_ocr.ocr_engine_version or "unknown" }}</div>
+                                <div class="meta-item"><span class="meta-label">Rerun source</span>{{ raw_ocr.rerun_source or "unknown" }}</div>
+                                <div class="meta-item"><span class="meta-label">Quality score</span>{{ raw_ocr.quality_score if raw_ocr.quality_score is not none else "not scored yet" }}</div>
+                                <div class="meta-item"><span class="meta-label">Quality note</span>{{ raw_ocr.quality_note or "" }}</div>
+                            </div>
+                            <p><strong>Quality flags:</strong> {{ raw_ocr.quality_flags if raw_ocr and raw_ocr.quality_flags else [] }}</p>
+                            <pre class="codeblock">{{ raw_ocr.text_content }}</pre>
+                        {% else %}
+                            <p class="empty-state">No raw OCR text found.</p>
+                        {% endif %}
+                    </div>
+                </div>
+            </section>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Metadata</h2>
+            <div class="meta-grid">
+                <div class="meta-item"><span class="meta-label">Type</span>{{ document.document_type }}</div>
+                <div class="meta-item"><span class="meta-label">Review status</span>{{ document.review_status }}</div>
+                <div class="meta-item"><span class="meta-label">Source path</span>{{ document.source_path }}</div>
+                <div class="meta-item"><span class="meta-label">Current path</span>{{ document.current_path }}</div>
+                <div class="meta-item"><span class="meta-label">Original filename</span>{{ document.original_filename }}</div>
+                <div class="meta-item"><span class="meta-label">Canonical filename</span>{{ document.canonical_filename }}</div>
+                <div class="meta-item"><span class="meta-label">MIME type</span>{{ document.mime_type }}</div>
+                <div class="meta-item"><span class="meta-label">File size</span>{{ document.file_size }}</div>
+                <div class="meta-item"><span class="meta-label">Page count</span>{{ document.page_count }}</div>
+                <div class="meta-item"><span class="meta-label">Share path</span>{{ document.share_path or "" }}</div>
+                <div class="meta-item"><span class="meta-label">Created at</span>{{ document.created_at }}</div>
+                <div class="meta-item"><span class="meta-label">Updated at</span>{{ document.updated_at }}</div>
+            </div>
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (appShell && menuToggle) {
+        menuToggle.addEventListener("click", function () {
+            appShell.classList.toggle("nav-open");
+        });
+        menuToggle.addEventListener("keydown", function (e) {
+            if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                appShell.classList.toggle("nav-open");
+            }
+        });
+    }
+
+    const tabButtons = document.querySelectorAll("[data-tab]");
+    const tabPanels = document.querySelectorAll("[data-panel]");
+
+    function activateTab(target) {
+        tabButtons.forEach(function (b) {
+            b.classList.toggle("active", b.getAttribute("data-tab") === target);
+        });
+        tabPanels.forEach(function (p) {
+            p.classList.toggle("active", p.getAttribute("data-panel") === target);
+        });
+    }
+
+    tabButtons.forEach(function (btn) {
+        btn.addEventListener("click", function () {
+            const target = btn.getAttribute("data-tab");
+            activateTab(target);
+
+            const url = new URL(window.location.href);
+            url.searchParams.set("tab", target);
+            window.history.replaceState({}, "", url.toString());
+        });
+    });
+
+    const textarea = document.getElementById("reviewed_text");
+    const expectedLinesEl = document.getElementById("expected-lines");
+    const actualLinesEl = document.getElementById("actual-lines");
+    const warningEl = document.getElementById("line-warning");
+    const saveBtn = document.getElementById("save-reviewed-btn");
+    const lineNumbersEl = document.getElementById("line-numbers");
+
+    if (textarea && expectedLinesEl && actualLinesEl && warningEl && saveBtn && lineNumbersEl) {
+        const expectedLines = parseInt(expectedLinesEl.textContent || "0", 10);
+
+        function countLines(text) {
+            if (text.length === 0) return 0;
+            return text.split('\n').length;
+        }
+
+        function rebuildLineNumbers(lineCount) {
+            let nums = "";
+            for (let i = 1; i <= lineCount; i++) nums += i + "\n";
+            lineNumbersEl.textContent = nums;
+        }
+
+        function syncScroll() {
+            lineNumbersEl.scrollTop = textarea.scrollTop;
+        }
+
+        function updateEditorState() {
+            const actual = countLines(textarea.value);
+            actualLinesEl.textContent = actual.toString();
+            rebuildLineNumbers(Math.max(actual, expectedLines));
+            const mismatch = expectedLines > 0 && actual !== expectedLines;
+            warningEl.style.display = mismatch ? "inline" : "none";
+            saveBtn.disabled = mismatch;
+            syncScroll();
+        }
+
+        textarea.addEventListener("input", updateEditorState);
+        textarea.addEventListener("scroll", syncScroll);
+
+        updateEditorState();
+        syncScroll();
+    }
+})();
+</script>
+</body>
+</html>

app/templates/documents/list.html

@@ -7,22 +7,7 @@
 </head>
 <body>
 <div class="app-shell" id="app-shell">
-    <aside class="sidebar">
+    {% include "partials/sidebar.html" %}
-        <div class="sidebar-top">
-            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
-                <span></span><span></span><span></span>
-            </div>
-            <div class="brand">Document Processor</div>
-        </div>
-
-        <div class="sidebar-section-title">Workspace</div>
-        <nav class="nav-list">
-            <a class="nav-link active" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
-            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
-            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
-            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
-        </nav>
-    </aside>
 
     <main class="main">
         <div class="topbar">

app/templates/documents/list.html.bak_sidebar

@@ -0,0 +1,95 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Documents</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link active" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Documents</h1>
+                <p class="page-subtitle">Active documents available for review and processing.</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <div class="button-row">
+                <a class="button-link primary" href="/ingest/">Open ingest</a>
+                <a class="button-link" href="/queue/">Open review queue</a>
+                <a class="button-link" href="/trash/">Open trash</a>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">All documents</h2>
+            {% if documents %}
+                <div class="table-wrap">
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>Document</th>
+                                <th>Type</th>
+                                <th>Review status</th>
+                                <th>Current path</th>
+                                <th>Updated</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            {% for doc in documents %}
+                            <tr>
+                                <td><a href="/documents/{{ doc.document_id }}">{{ doc.document_id }}</a></td>
+                                <td>{{ doc.document_type }}</td>
+                                <td><span class="badge {% if doc.review_status == 'reviewed' %}reviewed{% else %}pending{% endif %}">{{ doc.review_status }}</span></td>
+                                <td>{{ doc.current_path }}</td>
+                                <td>{{ doc.updated_at }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No documents found.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (!appShell || !menuToggle) return;
+    menuToggle.addEventListener("click", function () {
+        appShell.classList.toggle("nav-open");
+    });
+    menuToggle.addEventListener("keydown", function (e) {
+        if (e.key === "Enter" || e.key === " ") {
+            e.preventDefault();
+            appShell.classList.toggle("nav-open");
+        }
+    });
+})();
+</script>
+</body>
+</html>

app/templates/ingest/index.html

@@ -7,22 +7,7 @@
 </head>
 <body>
 <div class="app-shell" id="app-shell">
-    <aside class="sidebar">
+    {% include "partials/sidebar.html" %}
-        <div class="sidebar-top">
-            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
-                <span></span><span></span><span></span>
-            </div>
-            <div class="brand">Document Processor</div>
-        </div>
-
-        <div class="sidebar-section-title">Workspace</div>
-        <nav class="nav-list">
-            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
-            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
-            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
-            <a class="nav-link active" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
-        </nav>
-    </aside>
 
     <main class="main">
         <div class="topbar">

app/templates/ingest/index.html.bak_sidebar

@@ -0,0 +1,105 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Ingest</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link active" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Ingest</h1>
+                <p class="page-subtitle">Upload files or ingest from server-side paths.</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Upload files</h2>
+            <form method="post" action="/ingest/upload-files" enctype="multipart/form-data">
+                <div class="form-field full">
+                    <label>Select file(s)</label>
+                    <input type="file" name="uploaded_files" multiple required>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Upload and ingest</button>
+                </div>
+            </form>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Server-side ingest</h2>
+
+            <form method="post" action="/ingest/server-file" style="margin-bottom: 1.25rem;">
+                <div class="form-field full">
+                    <label>Ingest one server file</label>
+                    <input type="text" name="file_path" placeholder="/mnt/storage/.../file.pdf" required>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button type="submit">Ingest file</button>
+                </div>
+            </form>
+
+            <form method="post" action="/ingest/server-directory" style="margin-bottom: 1.25rem;">
+                <div class="form-field full">
+                    <label>Ingest one server directory</label>
+                    <input type="text" name="directory_path" placeholder="/mnt/storage/.../incoming" required>
+                </div>
+                <div class="form-field">
+                    <label><input type="checkbox" name="recursive" value="1"> Recursive</label>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button type="submit">Ingest directory</button>
+                </div>
+            </form>
+
+            <form method="post" action="/ingest/inbox">
+                <div class="form-field full">
+                    <label>Inbox root</label>
+                    <input type="text" value="{{ inbox_root }}" readonly>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button type="submit">Ingest inbox</button>
+                </div>
+            </form>
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (!appShell || !menuToggle) return;
+    menuToggle.addEventListener("click", function () {
+        appShell.classList.toggle("nav-open");
+    });
+    menuToggle.addEventListener("keydown", function (e) {
+        if (e.key === "Enter" || e.key === " ") {
+            e.preventDefault();
+            appShell.classList.toggle("nav-open");
+        }
+    });
+})();
+</script>
+</body>
+</html>

app/templates/line_items/list.html

@@ -0,0 +1,144 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Line Items</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    {% include "partials/sidebar.html" %}
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Line Items</h1>
+                <p class="page-subtitle">Search extracted purchase lines across documents</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <form method="get" action="/line-items/">
+                <div class="form-grid">
+                    <div class="form-field">
+                        <label for="q">Item contains</label>
+                        <input id="q" type="text" name="q" value="{{ q }}" placeholder="margarita">
+                    </div>
+                    <div class="form-field">
+                        <label for="merchant">Merchant contains</label>
+                        <input id="merchant" type="text" name="merchant" value="{{ merchant }}" placeholder="El Canelo">
+                    </div>
+                    <div class="form-field">
+                        <label for="category">Category</label>
+                        <input id="category" type="text" name="category" value="{{ category }}" placeholder="cocktail">
+                    </div>
+                    <div class="form-field">
+                        <label for="date_from">Date from</label>
+                        <input id="date_from" type="date" name="date_from" value="{{ date_from }}">
+                    </div>
+                    <div class="form-field">
+                        <label for="date_to">Date to</label>
+                        <input id="date_to" type="date" name="date_to" value="{{ date_to }}">
+                    </div>
+                    <div class="form-field">
+                        <label for="rating_min">Min rating</label>
+                        <input id="rating_min" type="text" name="rating_min" value="{{ rating_min }}" placeholder="7">
+                    </div>
+                    <div class="form-field">
+                        <label for="rating_max">Max rating</label>
+                        <input id="rating_max" type="text" name="rating_max" value="{{ rating_max }}" placeholder="10">
+                    </div>
+                </div>
+
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Search</button>
+                    <a class="button-link" href="/line-items/">Clear</a>
+                    <a class="button-link" href="/line-items/summary?q={{ q }}">Summary view</a>
+                </div>
+            </form>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Results</h2>
+
+            {% if rows %}
+                {% for row in rows %}
+                <div class="card" style="margin-bottom: 1rem;">
+                    <div class="topbar" style="margin-bottom: 0.75rem;">
+                        <div>
+                            <div class="page-subtitle">{{ row.transaction_date }} · {{ row.merchant }}</div>
+                            <h3 class="card-title" style="margin: 0.2rem 0 0 0;">{{ row.description }}</h3>
+                            <div class="page-subtitle">{{ row.raw_description }}</div>
+                        </div>
+                        <div class="badges">
+                            {% if row.category %}
+                                <span class="badge">{{ row.category }}</span>
+                            {% endif %}
+                            {% if row.quantity %}
+                                <span class="badge">Qty {{ row.quantity }}</span>
+                            {% endif %}
+                            {% if row.line_total %}
+                                <span class="badge">${{ row.line_total }}</span>
+                            {% endif %}
+                            {% if row.confidence %}
+                                <span class="badge">Conf {{ row.confidence }}</span>
+                            {% endif %}
+                            {% if row.quality_rating %}
+                                <span class="badge reviewed">Rating {{ row.quality_rating }}</span>
+                            {% endif %}
+                        </div>
+                    </div>
+
+                    <form method="post" action="/line-items/{{ row.line_item_id }}/review">
+                        <input type="hidden" name="q" value="{{ q }}">
+                        <input type="hidden" name="merchant" value="{{ merchant }}">
+                        <input type="hidden" name="category" value="{{ category }}">
+                        <input type="hidden" name="date_from" value="{{ date_from }}">
+                        <input type="hidden" name="date_to" value="{{ date_to }}">
+                        <input type="hidden" name="rating_min" value="{{ rating_min }}">
+                        <input type="hidden" name="rating_max" value="{{ rating_max }}">
+
+                        <div class="form-grid">
+                            <div class="form-field">
+                                <label for="quality_rating_{{ row.line_item_id }}">Quality rating</label>
+                                <input id="quality_rating_{{ row.line_item_id }}" type="text" name="quality_rating" value="{{ row.quality_rating }}" placeholder="e.g. 8.5 or 4/5">
+                            </div>
+                            <div class="form-field full">
+                                <label for="quality_note_{{ row.line_item_id }}">Quality note</label>
+                                <textarea id="quality_note_{{ row.line_item_id }}" name="quality_note" rows="3" placeholder="Taste, portion, texture, service notes...">{{ row.quality_note }}</textarea>
+                            </div>
+                        </div>
+
+                        <div class="button-row" style="margin-top: 1rem;">
+                            <button class="primary" type="submit">Save rating/note</button>
+                            <a class="button-link" href="/documents/{{ row.document_id }}?tab=extracted-fields">Open document</a>
+                        </div>
+                    </form>
+                </div>
+                {% endfor %}
+            {% else %}
+                <p class="empty-state">No line items found for the current filters.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (appShell && menuToggle) {
+        menuToggle.addEventListener("click", function () {
+            appShell.classList.toggle("nav-open");
+        });
+        menuToggle.addEventListener("keydown", function (e) {
+            if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                appShell.classList.toggle("nav-open");
+            }
+        });
+    }
+})();
+</script>
+</body>
+</html>

app/templates/line_items/list.html.bak_sidebar

@@ -0,0 +1,161 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Line Items</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link active" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link" href="/line-items/summary" title="Line Item Summary"><span class="nav-link-short">S</span><span class="nav-link-text">Line Item Summary</span></a>
+            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Line Items</h1>
+                <p class="page-subtitle">Search extracted purchase lines across documents</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <form method="get" action="/line-items/">
+                <div class="form-grid">
+                    <div class="form-field">
+                        <label for="q">Item contains</label>
+                        <input id="q" type="text" name="q" value="{{ q }}" placeholder="margarita">
+                    </div>
+                    <div class="form-field">
+                        <label for="merchant">Merchant contains</label>
+                        <input id="merchant" type="text" name="merchant" value="{{ merchant }}" placeholder="El Canelo">
+                    </div>
+                    <div class="form-field">
+                        <label for="category">Category</label>
+                        <input id="category" type="text" name="category" value="{{ category }}" placeholder="cocktail">
+                    </div>
+                    <div class="form-field">
+                        <label for="date_from">Date from</label>
+                        <input id="date_from" type="date" name="date_from" value="{{ date_from }}">
+                    </div>
+                    <div class="form-field">
+                        <label for="date_to">Date to</label>
+                        <input id="date_to" type="date" name="date_to" value="{{ date_to }}">
+                    </div>
+                    <div class="form-field">
+                        <label for="rating_min">Min rating</label>
+                        <input id="rating_min" type="text" name="rating_min" value="{{ rating_min }}" placeholder="7">
+                    </div>
+                    <div class="form-field">
+                        <label for="rating_max">Max rating</label>
+                        <input id="rating_max" type="text" name="rating_max" value="{{ rating_max }}" placeholder="10">
+                    </div>
+                </div>
+
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Search</button>
+                    <a class="button-link" href="/line-items/">Clear</a>
+                    <a class="button-link" href="/line-items/summary?q={{ q }}">Summary view</a>
+                </div>
+            </form>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Results</h2>
+
+            {% if rows %}
+                {% for row in rows %}
+                <div class="card" style="margin-bottom: 1rem;">
+                    <div class="topbar" style="margin-bottom: 0.75rem;">
+                        <div>
+                            <div class="page-subtitle">{{ row.transaction_date }} · {{ row.merchant }}</div>
+                            <h3 class="card-title" style="margin: 0.2rem 0 0 0;">{{ row.description }}</h3>
+                            <div class="page-subtitle">{{ row.raw_description }}</div>
+                        </div>
+                        <div class="badges">
+                            {% if row.category %}
+                                <span class="badge">{{ row.category }}</span>
+                            {% endif %}
+                            {% if row.quantity %}
+                                <span class="badge">Qty {{ row.quantity }}</span>
+                            {% endif %}
+                            {% if row.line_total %}
+                                <span class="badge">${{ row.line_total }}</span>
+                            {% endif %}
+                            {% if row.confidence %}
+                                <span class="badge">Conf {{ row.confidence }}</span>
+                            {% endif %}
+                            {% if row.quality_rating %}
+                                <span class="badge reviewed">Rating {{ row.quality_rating }}</span>
+                            {% endif %}
+                        </div>
+                    </div>
+
+                    <form method="post" action="/line-items/{{ row.line_item_id }}/review">
+                        <input type="hidden" name="q" value="{{ q }}">
+                        <input type="hidden" name="merchant" value="{{ merchant }}">
+                        <input type="hidden" name="category" value="{{ category }}">
+                        <input type="hidden" name="date_from" value="{{ date_from }}">
+                        <input type="hidden" name="date_to" value="{{ date_to }}">
+                        <input type="hidden" name="rating_min" value="{{ rating_min }}">
+                        <input type="hidden" name="rating_max" value="{{ rating_max }}">
+
+                        <div class="form-grid">
+                            <div class="form-field">
+                                <label for="quality_rating_{{ row.line_item_id }}">Quality rating</label>
+                                <input id="quality_rating_{{ row.line_item_id }}" type="text" name="quality_rating" value="{{ row.quality_rating }}" placeholder="e.g. 8.5 or 4/5">
+                            </div>
+                            <div class="form-field full">
+                                <label for="quality_note_{{ row.line_item_id }}">Quality note</label>
+                                <textarea id="quality_note_{{ row.line_item_id }}" name="quality_note" rows="3" placeholder="Taste, portion, texture, service notes...">{{ row.quality_note }}</textarea>
+                            </div>
+                        </div>
+
+                        <div class="button-row" style="margin-top: 1rem;">
+                            <button class="primary" type="submit">Save rating/note</button>
+                            <a class="button-link" href="/documents/{{ row.document_id }}?tab=extracted-fields">Open document</a>
+                        </div>
+                    </form>
+                </div>
+                {% endfor %}
+            {% else %}
+                <p class="empty-state">No line items found for the current filters.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (appShell && menuToggle) {
+        menuToggle.addEventListener("click", function () {
+            appShell.classList.toggle("nav-open");
+        });
+        menuToggle.addEventListener("keydown", function (e) {
+            if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                appShell.classList.toggle("nav-open");
+            }
+        });
+    }
+})();
+</script>
+</body>
+</html>

app/templates/line_items/summary.html

@@ -0,0 +1,93 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Line Item Summary</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    {% include "partials/sidebar.html" %}
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Line Item Summary</h1>
+                <p class="page-subtitle">Aggregate prices and ratings across extracted line items</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <form method="get" action="/line-items/summary">
+                <div class="form-grid">
+                    <div class="form-field">
+                        <label for="q">Item contains</label>
+                        <input id="q" name="q" value="{{ q }}" placeholder="margarita">
+                    </div>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Search</button>
+                    <a class="button-link" href="/line-items/summary">Clear</a>
+                    <a class="button-link" href="/line-items/?q={{ q }}">Detailed view</a>
+                </div>
+            </form>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Summary Results</h2>
+
+            {% if rows %}
+                <div class="table-wrap">
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>Item</th>
+                                <th>Count</th>
+                                <th>Avg Price</th>
+                                <th>Min Price</th>
+                                <th>Max Price</th>
+                                <th>Rated Count</th>
+                                <th>Avg Rating</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            {% for row in rows %}
+                            <tr>
+                                <td>{{ row.item }}</td>
+                                <td>{{ row.count }}</td>
+                                <td>{{ row.avg_price }}</td>
+                                <td>{{ row.min_price }}</td>
+                                <td>{{ row.max_price }}</td>
+                                <td>{{ row.rated_count }}</td>
+                                <td>{{ row.avg_rating }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No summary rows found for the current search.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (appShell && menuToggle) {
+        menuToggle.addEventListener("click", function () {
+            appShell.classList.toggle("nav-open");
+        });
+        menuToggle.addEventListener("keydown", function (e) {
+            if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                appShell.classList.toggle("nav-open");
+            }
+        });
+    }
+})();
+</script>
+</body>
+</html>

app/templates/line_items/summary.html.bak_sidebar

@@ -0,0 +1,110 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Line Item Summary</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link active" href="/line-items/summary" title="Line Item Summary"><span class="nav-link-short">S</span><span class="nav-link-text">Line Item Summary</span></a>
+            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Line Item Summary</h1>
+                <p class="page-subtitle">Aggregate prices and ratings across extracted line items</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <form method="get" action="/line-items/summary">
+                <div class="form-grid">
+                    <div class="form-field">
+                        <label for="q">Item contains</label>
+                        <input id="q" name="q" value="{{ q }}" placeholder="margarita">
+                    </div>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Search</button>
+                    <a class="button-link" href="/line-items/summary">Clear</a>
+                    <a class="button-link" href="/line-items/?q={{ q }}">Detailed view</a>
+                </div>
+            </form>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Summary Results</h2>
+
+            {% if rows %}
+                <div class="table-wrap">
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>Item</th>
+                                <th>Count</th>
+                                <th>Avg Price</th>
+                                <th>Min Price</th>
+                                <th>Max Price</th>
+                                <th>Rated Count</th>
+                                <th>Avg Rating</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            {% for row in rows %}
+                            <tr>
+                                <td>{{ row.item }}</td>
+                                <td>{{ row.count }}</td>
+                                <td>{{ row.avg_price }}</td>
+                                <td>{{ row.min_price }}</td>
+                                <td>{{ row.max_price }}</td>
+                                <td>{{ row.rated_count }}</td>
+                                <td>{{ row.avg_rating }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No summary rows found for the current search.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (appShell && menuToggle) {
+        menuToggle.addEventListener("click", function () {
+            appShell.classList.toggle("nav-open");
+        });
+        menuToggle.addEventListener("keydown", function (e) {
+            if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                appShell.classList.toggle("nav-open");
+            }
+        });
+    }
+})();
+</script>
+</body>
+</html>

app/templates/partials/sidebar.html

@@ -0,0 +1,18 @@
+<aside class="sidebar">
+    <div class="sidebar-top">
+        <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+            <span></span><span></span><span></span>
+        </div>
+        <div class="brand">Document Processor</div>
+    </div>
+
+    <div class="sidebar-section-title">Workspace</div>
+    <nav class="nav-list">
+        <a class="nav-link{% if active_page == 'documents' %} active{% endif %}" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+        <a class="nav-link{% if active_page == 'line_items' %} active{% endif %}" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+        <a class="nav-link{% if active_page == 'line_item_summary' %} active{% endif %}" href="/line-items/summary" title="Line Item Summary"><span class="nav-link-short">S</span><span class="nav-link-text">Line Item Summary</span></a>
+        <a class="nav-link{% if active_page == 'queue' %} active{% endif %}" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+        <a class="nav-link{% if active_page == 'trash' %} active{% endif %}" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+        <a class="nav-link{% if active_page == 'ingest' %} active{% endif %}" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+    </nav>
+</aside>

app/templates/queue/index.html

@@ -7,22 +7,7 @@
 </head>
 <body>
 <div class="app-shell" id="app-shell">
-    <aside class="sidebar">
+    {% include "partials/sidebar.html" %}
-        <div class="sidebar-top">
-            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
-                <span></span><span></span><span></span>
-            </div>
-            <div class="brand">Document Processor</div>
-        </div>
-
-        <div class="sidebar-section-title">Workspace</div>
-        <nav class="nav-list">
-            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
-            <a class="nav-link active" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
-            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
-            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
-        </nav>
-    </aside>
 
     <main class="main">
         <div class="topbar">

app/templates/queue/index.html.bak_sidebar

@@ -0,0 +1,134 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Review Queue</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link active" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Review Queue</h1>
+                <p class="page-subtitle">Work through OCR review and field extraction in order.</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <div class="button-row">
+                {% if next_ocr %}
+                    <a class="button-link primary" href="/documents/{{ next_ocr.document_id }}?queue=ocr">Next needing OCR review</a>
+                {% endif %}
+                {% if next_fields %}
+                    <a class="button-link" href="/documents/{{ next_fields.document_id }}?queue=fields">Next needing field extraction</a>
+                {% endif %}
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Needs OCR review ({{ needs_ocr_review|length }})</h2>
+            {% if needs_ocr_review %}
+                <div class="table-wrap">
+                    <table>
+                        <thead><tr><th>Document</th><th>Type</th><th>Review status</th><th>Updated</th></tr></thead>
+                        <tbody>
+                            {% for doc in needs_ocr_review %}
+                            <tr>
+                                <td><a href="/documents/{{ doc.document_id }}?queue=ocr">{{ doc.document_id }}</a></td>
+                                <td>{{ doc.document_type }}</td>
+                                <td><span class="badge pending">{{ doc.review_status }}</span></td>
+                                <td>{{ doc.updated_at }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No documents currently need OCR review.</p>
+            {% endif %}
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Needs field extraction ({{ needs_field_extraction|length }})</h2>
+            {% if needs_field_extraction %}
+                <div class="table-wrap">
+                    <table>
+                        <thead><tr><th>Document</th><th>Type</th><th>Review status</th><th>Updated</th></tr></thead>
+                        <tbody>
+                            {% for doc in needs_field_extraction %}
+                            <tr>
+                                <td><a href="/documents/{{ doc.document_id }}?queue=fields">{{ doc.document_id }}</a></td>
+                                <td>{{ doc.document_type }}</td>
+                                <td><span class="badge reviewed">{{ doc.review_status }}</span></td>
+                                <td>{{ doc.updated_at }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No reviewed documents are waiting on field extraction.</p>
+            {% endif %}
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Recently updated</h2>
+            {% if recently_updated %}
+                <div class="table-wrap">
+                    <table>
+                        <thead><tr><th>Document</th><th>Type</th><th>Review status</th><th>Current path</th><th>Updated</th></tr></thead>
+                        <tbody>
+                            {% for doc in recently_updated %}
+                            <tr>
+                                <td><a href="/documents/{{ doc.document_id }}?queue=recent">{{ doc.document_id }}</a></td>
+                                <td>{{ doc.document_type }}</td>
+                                <td><span class="badge {% if doc.review_status == 'reviewed' %}reviewed{% else %}pending{% endif %}">{{ doc.review_status }}</span></td>
+                                <td>{{ doc.current_path }}</td>
+                                <td>{{ doc.updated_at }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (!appShell || !menuToggle) return;
+    menuToggle.addEventListener("click", function () {
+        appShell.classList.toggle("nav-open");
+    });
+    menuToggle.addEventListener("keydown", function (e) {
+        if (e.key === "Enter" || e.key === " ") {
+            e.preventDefault();
+            appShell.classList.toggle("nav-open");
+        }
+    });
+})();
+</script>
+</body>
+</html>

app/templates/trash/index.html

@@ -7,22 +7,7 @@
 </head>
 <body>
 <div class="app-shell" id="app-shell">
-    <aside class="sidebar">
+    {% include "partials/sidebar.html" %}
-        <div class="sidebar-top">
-            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
-                <span></span><span></span><span></span>
-            </div>
-            <div class="brand">Document Processor</div>
-        </div>
-
-        <div class="sidebar-section-title">Workspace</div>
-        <nav class="nav-list">
-            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
-            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
-            <a class="nav-link active" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
-            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
-        </nav>
-    </aside>
 
     <main class="main">
         <div class="topbar">

app/templates/trash/index.html.bak_sidebar

@@ -0,0 +1,97 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Trash</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    <aside class="sidebar">
+        <div class="sidebar-top">
+            <div class="sidebar-toggle" id="menu-toggle" aria-label="Toggle navigation" role="button" tabindex="0">
+                <span></span><span></span><span></span>
+            </div>
+            <div class="brand">Document Processor</div>
+        </div>
+
+        <div class="sidebar-section-title">Workspace</div>
+        <nav class="nav-list">
+            <a class="nav-link" href="/documents/" title="Documents"><span class="nav-link-short">D</span><span class="nav-link-text">Documents</span></a>
+            <a class="nav-link" href="/line-items/" title="Line Items"><span class="nav-link-short">L</span><span class="nav-link-text">Line Items</span></a>
+            <a class="nav-link" href="/queue/" title="Review Queue"><span class="nav-link-short">Q</span><span class="nav-link-text">Review Queue</span></a>
+            <a class="nav-link active" href="/trash/" title="Trash"><span class="nav-link-short">T</span><span class="nav-link-text">Trash</span></a>
+            <a class="nav-link" href="/ingest/" title="Ingest"><span class="nav-link-short">I</span><span class="nav-link-text">Ingest</span></a>
+        </nav>
+    </aside>
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Trash</h1>
+                <p class="page-subtitle">Soft-deleted documents can be restored or removed permanently.</p>
+            </div>
+        </div>
+
+        <div class="card">
+            {% if documents %}
+                <div class="table-wrap">
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>Document</th>
+                                <th>Type</th>
+                                <th>Review status</th>
+                                <th>Trashed at</th>
+                                <th>Current path</th>
+                                <th>Actions</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            {% for doc in documents %}
+                            <tr>
+                                <td><a href="/documents/{{ doc.document_id }}">{{ doc.document_id }}</a></td>
+                                <td>{{ doc.document_type }}</td>
+                                <td><span class="badge trashed">{{ doc.review_status }}</span></td>
+                                <td>{{ doc.trashed_at }}</td>
+                                <td>{{ doc.current_path }}</td>
+                                <td>
+                                    <div class="button-row">
+                                        <form method="post" action="/trash/{{ doc.document_id }}/restore">
+                                            <button type="submit">Restore</button>
+                                        </form>
+                                        <form method="post" action="/trash/{{ doc.document_id }}/delete">
+                                            <button class="danger" type="submit">Delete permanently</button>
+                                        </form>
+                                    </div>
+                                </td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">Trash is empty.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (!appShell || !menuToggle) return;
+    menuToggle.addEventListener("click", function () {
+        appShell.classList.toggle("nav-open");
+    });
+    menuToggle.addEventListener("keydown", function (e) {
+        if (e.key === "Enter" || e.key === " ") {
+            e.preventDefault();
+            appShell.classList.toggle("nav-open");
+        }
+    });
+})();
+</script>
+</body>
+</html>