feat: add dashboard landing page and return quality review to queue tab

app/main.py

@@ -1,24 +1,187 @@
-from fastapi import FastAPI
-from fastapi.staticfiles import StaticFiles
+from decimal import Decimal
 
+from fastapi import FastAPI, Request
+from fastapi.staticfiles import StaticFiles
+from fastapi.templating import Jinja2Templates
+from sqlalchemy import create_engine, func
+from sqlalchemy.orm import sessionmaker
+
+from app.core.config import DATABASE_URL
+from app.models.document import Document
+from app.models.extracted_field import ExtractedField
+from app.models.receipt_line_item import ReceiptLineItem
 from app.routes.documents import router as documents_router
 from app.routes.health import router as health_router
 from app.routes.ingest import router as ingest_router
+from app.routes.line_items import router as line_items_router
 from app.routes.queue import router as queue_router
 from app.routes.trash import router as trash_router
 
 app = FastAPI(title="document-processor")
 app.mount("/static", StaticFiles(directory="app/static"), name="static")
-
 app.mount("/files", StaticFiles(directory="/mnt/storage/document-processor"), name="files")
 
 app.include_router(health_router)
 app.include_router(documents_router)
 app.include_router(ingest_router)
+app.include_router(line_items_router)
 app.include_router(queue_router)
 app.include_router(trash_router)
 
+templates = Jinja2Templates(directory="app/templates")
+
+engine = create_engine(DATABASE_URL)
+SessionLocal = sessionmaker(bind=engine)
+
+
+def _to_str(value) -> str:
+    if value is None:
+        return ""
+    return str(value)
+
 
 @app.get("/")
-def root():
-    return {"app": "document-processor", "status": "running"}
+def root_dashboard(request: Request):
+    db = SessionLocal()
+    try:
+        total_documents = db.query(func.count(Document.id)).scalar() or 0
+        active_documents = (
+            db.query(func.count(Document.id))
+            .filter(Document.is_trashed.is_(False))
+            .scalar()
+            or 0
+        )
+        reviewed_documents = (
+            db.query(func.count(Document.id))
+            .filter(Document.is_trashed.is_(False))
+            .filter(Document.review_status == "reviewed")
+            .scalar()
+            or 0
+        )
+        pending_review_documents = (
+            db.query(func.count(Document.id))
+            .filter(Document.is_trashed.is_(False))
+            .filter(Document.review_status != "reviewed")
+            .scalar()
+            or 0
+        )
+        trashed_documents = (
+            db.query(func.count(Document.id))
+            .filter(Document.is_trashed.is_(True))
+            .scalar()
+            or 0
+        )
+        extracted_documents = db.query(func.count(ExtractedField.id)).scalar() or 0
+        total_line_items = db.query(func.count(ReceiptLineItem.id)).scalar() or 0
+        cocktail_count = (
+            db.query(func.count(ReceiptLineItem.id))
+            .filter(func.lower(ReceiptLineItem.item_category) == "cocktail")
+            .scalar()
+            or 0
+        )
+
+        quality_candidates = (
+            db.query(ReceiptLineItem.extra_json)
+            .filter(func.lower(ReceiptLineItem.item_category) == "cocktail")
+            .all()
+        )
+
+        rated_cocktails = 0
+        pending_cocktail_reviews = 0
+        na_cocktails = 0
+        rating_sum = Decimal("0")
+
+        for (extra_json,) in quality_candidates:
+            extra = extra_json or {}
+            status = str(extra.get("quality_status") or "").strip().lower()
+            rating_raw = str(extra.get("quality_rating") or "").strip()
+
+            rating_dec = None
+            if rating_raw:
+                try:
+                    rating_dec = Decimal(rating_raw)
+                except Exception:
+                    rating_dec = None
+
+            if status == "na":
+                na_cocktails += 1
+            elif rating_dec is not None:
+                rated_cocktails += 1
+                rating_sum += rating_dec
+            else:
+                pending_cocktail_reviews += 1
+
+        avg_cocktail_rating = ""
+        if rated_cocktails > 0:
+            avg_cocktail_rating = str((rating_sum / Decimal(rated_cocktails)).quantize(Decimal("0.01")))
+
+        recent_documents = (
+            db.query(Document)
+            .filter(Document.is_trashed.is_(False))
+            .order_by(Document.updated_at.desc())
+            .limit(10)
+            .all()
+        )
+
+        recent_line_items = (
+            db.query(ReceiptLineItem)
+            .join(Document, ReceiptLineItem.document_id == Document.id)
+            .filter(Document.is_trashed.is_(False))
+            .order_by(ReceiptLineItem.updated_at.desc())
+            .limit(10)
+            .all()
+        )
+
+        recent_line_item_rows = []
+        for item in recent_line_items:
+            doc = item.document
+            merchant = ""
+            transaction_date = ""
+            if doc and doc.extracted_fields:
+                extracted = sorted(
+                    doc.extracted_fields,
+                    key=lambda x: x.updated_at or x.created_at,
+                    reverse=True,
+                )[0]
+                merchant = extracted.merchant_normalized or extracted.merchant_raw or ""
+                if extracted.transaction_date:
+                    transaction_date = extracted.transaction_date.isoformat()
+
+            extra = item.extra_json or {}
+            recent_line_item_rows.append(
+                {
+                    "document_id": doc.document_id if doc else "",
+                    "merchant": merchant,
+                    "transaction_date": transaction_date,
+                    "description": item.normalized_description or item.raw_description or "",
+                    "category": item.item_category or "",
+                    "line_total": _to_str(item.line_total),
+                    "quality_rating": _to_str(extra.get("quality_rating")),
+                    "quality_status": _to_str(extra.get("quality_status")),
+                }
+            )
+
+        return templates.TemplateResponse(
+            request=request,
+            name="dashboard.html",
+            context={
+                "request": request,
+                "active_page": "",
+                "total_documents": total_documents,
+                "active_documents": active_documents,
+                "reviewed_documents": reviewed_documents,
+                "pending_review_documents": pending_review_documents,
+                "trashed_documents": trashed_documents,
+                "extracted_documents": extracted_documents,
+                "total_line_items": total_line_items,
+                "cocktail_count": cocktail_count,
+                "rated_cocktails": rated_cocktails,
+                "pending_cocktail_reviews": pending_cocktail_reviews,
+                "na_cocktails": na_cocktails,
+                "avg_cocktail_rating": avg_cocktail_rating,
+                "recent_documents": recent_documents,
+                "recent_line_items": recent_line_item_rows,
+            },
+        )
+    finally:
+        db.close()

app/routes/line_items.py

@@ -36,18 +36,79 @@ def _to_decimal(value: str | None) -> Decimal | None:
         return None
 
 
+def _line_item_extra(item: ReceiptLineItem) -> dict:
+    return dict(item.extra_json or {})
+
+
 def _line_item_quality_rating(item: ReceiptLineItem) -> str:
-    extra = item.extra_json or {}
-    value = extra.get("quality_rating")
+    value = _line_item_extra(item).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")
+    value = _line_item_extra(item).get("quality_note")
     return "" if value is None else str(value)
 
 
+def _line_item_quality_status(item: ReceiptLineItem) -> str:
+    value = _line_item_extra(item).get("quality_status")
+    return "" if value is None else str(value)
+
+
+def _is_quality_queue_candidate(item: ReceiptLineItem) -> bool:
+    if (item.item_category or "").lower() != "cocktail":
+        return False
+
+    extra = _line_item_extra(item)
+    status = str(extra.get("quality_status") or "").strip().lower()
+    rating = str(extra.get("quality_rating") or "").strip()
+
+    if status == "na":
+        return False
+    if rating:
+        return False
+
+    return True
+
+
+def _build_row(item: ReceiptLineItem) -> dict | None:
+    document = item.document
+    if document is None:
+        return None
+
+    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()
+
+    return {
+        "line_item_id": item.id,
+        "document_id": document.document_id,
+        "transaction_date": transaction_date,
+        "merchant": merchant_value,
+        "description": item.normalized_description or item.raw_description or "",
+        "raw_description": item.raw_description or "",
+        "quantity": _decimal_to_str(item.quantity),
+        "line_total": _decimal_to_str(item.line_total),
+        "category": item.item_category or "",
+        "confidence": _decimal_to_str(item.confidence),
+        "quality_rating": _line_item_quality_rating(item),
+        "quality_note": _line_item_quality_note(item),
+        "quality_status": _line_item_quality_status(item),
+    }
+
+
 @router.post("/{line_item_id}/review", response_class=RedirectResponse)
 def save_line_item_review(
     line_item_id: int,
@@ -58,32 +119,51 @@ def save_line_item_review(
     date_to: str = Form(""),
     rating_min: str = Form(""),
     rating_max: str = Form(""),
+    return_to: str = Form("list"),
     quality_rating: str = Form(""),
     quality_note: str = Form(""),
+    quality_status: 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 {})
+    extra = _line_item_extra(item)
 
     rating_clean = quality_rating.strip()
     note_clean = quality_note.strip()
+    status_clean = quality_status.strip().lower()
 
-    if rating_clean:
-        extra["quality_rating"] = rating_clean
-    else:
+    if status_clean == "na":
+        extra["quality_status"] = "na"
         extra.pop("quality_rating", None)
-
-    if note_clean:
-        extra["quality_note"] = note_clean
+        if note_clean:
+            extra["quality_note"] = note_clean
+        else:
+            extra.pop("quality_note", None)
     else:
-        extra.pop("quality_note", None)
+        if rating_clean:
+            extra["quality_rating"] = rating_clean
+            extra["quality_status"] = "rated"
+        else:
+            extra.pop("quality_rating", None)
+            if status_clean == "rated":
+                extra["quality_status"] = "rated"
+            else:
+                extra.pop("quality_status", None)
+
+        if note_clean:
+            extra["quality_note"] = note_clean
+        else:
+            extra.pop("quality_note", None)
 
     item.extra_json = extra
     db.commit()
 
+    if return_to == "quality_queue":
+        return RedirectResponse(url="/queue/?tab=quality", status_code=303)
+
     redirect_url = (
         f"/line-items/?q={q}&merchant={merchant}&category={category}"
         f"&date_from={date_from}&date_to={date_to}"
@@ -92,6 +172,50 @@ def save_line_item_review(
     return RedirectResponse(url=redirect_url, status_code=303)
 
 
+@router.get("/queue", response_class=HTMLResponse)
+def quality_queue(
+    request: Request,
+    db: Session = Depends(get_db),
+):
+    items = (
+        db.query(ReceiptLineItem)
+        .options(
+            selectinload(ReceiptLineItem.document).selectinload(Document.extracted_fields)
+        )
+        .order_by(ReceiptLineItem.id.asc())
+        .all()
+    )
+
+    rows = []
+    for item in items:
+        if not _is_quality_queue_candidate(item):
+            continue
+        row = _build_row(item)
+        if row is not None:
+            rows.append(row)
+
+    rows.sort(
+        key=lambda row: (
+            row["transaction_date"] or "",
+            row["merchant"] or "",
+            row["description"] or "",
+        )
+    )
+
+    next_row = rows[0] if rows else None
+
+    return templates.TemplateResponse(
+        request=request,
+        name="line_items/queue.html",
+        context={
+            "request": request,
+            "rows": rows,
+            "next_row": next_row,
+            "active_page": "line_items",
+        },
+    )
+
+
 @router.get("/", response_class=HTMLResponse)
 def list_line_items(
     request: Request,
@@ -122,45 +246,21 @@ def list_line_items(
     rows: list[dict] = []
 
     for item in items:
-        document = item.document
-        if document is None:
+        row = _build_row(item)
+        if row is None:
             continue
 
-        extracted = get_current_extracted_fields(document)
-        merchant_value = ""
-        transaction_date = ""
+        quality_rating_dec = _to_decimal(row["quality_rating"])
 
-        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():
+        if q_norm and q_norm not in row["description"].lower():
             continue
-        if merchant_norm and merchant_norm not in merchant_value.lower():
+        if merchant_norm and merchant_norm not in row["merchant"].lower():
             continue
-        if category_norm and category_norm not in category_value.lower():
+        if category_norm and category_norm not in row["category"].lower():
             continue
-        if date_from and (not transaction_date or transaction_date < date_from):
+        if date_from and (not row["transaction_date"] or row["transaction_date"] < date_from):
             continue
-        if date_to and (not transaction_date or transaction_date > date_to):
+        if date_to and (not row["transaction_date"] or row["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:
@@ -169,22 +269,7 @@ def list_line_items(
             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.append(row)
 
     rows.sort(
         key=lambda row: (

app/templates/dashboard.html

@@ -0,0 +1,141 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Dashboard</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">Dashboard</h1>
+                <p class="page-subtitle">Overview of document processing, extraction coverage, and line item review status.</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <div class="button-row">
+                <a class="button-link primary" href="/documents/">Open documents</a>
+                <a class="button-link" href="/queue/">Open queue</a>
+                <a class="button-link" href="/line-items/">Open line items</a>
+                <a class="button-link" href="/line-items/summary">Open summary</a>
+                <a class="button-link" href="/ingest/">Open ingest</a>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Document overview</h2>
+            <div class="meta-grid">
+                <div class="meta-item"><span class="meta-label">Total documents</span>{{ total_documents }}</div>
+                <div class="meta-item"><span class="meta-label">Active documents</span>{{ active_documents }}</div>
+                <div class="meta-item"><span class="meta-label">Reviewed documents</span>{{ reviewed_documents }}</div>
+                <div class="meta-item"><span class="meta-label">Pending OCR/review</span>{{ pending_review_documents }}</div>
+                <div class="meta-item"><span class="meta-label">Extracted field rows</span>{{ extracted_documents }}</div>
+                <div class="meta-item"><span class="meta-label">Trashed documents</span>{{ trashed_documents }}</div>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Line item overview</h2>
+            <div class="meta-grid">
+                <div class="meta-item"><span class="meta-label">Total line items</span>{{ total_line_items }}</div>
+                <div class="meta-item"><span class="meta-label">Cocktail items</span>{{ cocktail_count }}</div>
+                <div class="meta-item"><span class="meta-label">Rated cocktails</span>{{ rated_cocktails }}</div>
+                <div class="meta-item"><span class="meta-label">Pending cocktail ratings</span>{{ pending_cocktail_reviews }}</div>
+                <div class="meta-item"><span class="meta-label">Cocktails marked N/A</span>{{ na_cocktails }}</div>
+                <div class="meta-item"><span class="meta-label">Average cocktail rating</span>{{ avg_cocktail_rating or "—" }}</div>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Recent documents</h2>
+            {% if recent_documents %}
+                <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 recent_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.updated_at }}</td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No documents found.</p>
+            {% endif %}
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Recent line items</h2>
+            {% if recent_line_items %}
+                <div class="table-wrap">
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>Date</th>
+                                <th>Merchant</th>
+                                <th>Item</th>
+                                <th>Category</th>
+                                <th>Total</th>
+                                <th>Rating</th>
+                                <th>Status</th>
+                                <th>Document</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            {% for row in recent_line_items %}
+                            <tr>
+                                <td>{{ row.transaction_date }}</td>
+                                <td>{{ row.merchant }}</td>
+                                <td>{{ row.description }}</td>
+                                <td>{{ row.category }}</td>
+                                <td>{{ row.line_total }}</td>
+                                <td>{{ row.quality_rating }}</td>
+                                <td>{{ row.quality_status }}</td>
+                                <td><a href="/documents/{{ row.document_id }}?tab=extracted-fields">{{ row.document_id }}</a></td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No line items 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>