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15 Commits

Author SHA1 Message Date
Sean McElwain 2521ebd503 feat: Phase 4.4 line item review workflow 
- added queue tab to line items page
- added reviewed/approved/excluded/na review toggles
- made reviewed items leave the queue
- added line item source restore controls
- added regenerate line items from OCR
 2026-04-18 12:21:36 -05:00
Sean McElwain fcce99a091 feat: Phase 4.3 queue + line item polish 
- migrated line item queue to generic document line items
- added detected-count line item rows with add-row
- restored rerun OCR in OCR review tab
- improved line item dates and title case
 2026-04-17 20:26:53 -05:00
Sean McElwain 1e37a80894 feat: add file size tracking and formatting 
- store file_size_bytes on versions
- add human_size() utility
- display normalized sizes in UI

enables size vs fidelity analysis
 2026-04-11 19:28:48 -05:00
Sean McElwain f26f7ddc03 feat: embed PDF metadata for saved versions and validate available versions by metadata match 2026-04-11 17:51:41 -05:00
Sean McElwain c9fdf953e7 feat: unified save flow, path override UI, mirror sync, and automatic pruning of old document versions 2026-04-11 15:11:59 -05:00
Sean McElwain 1cf42242f7 feat(storage): canonical owner-based document paths and overwrite-safe PDF saves 
- derive storage path from owner_primary (fallback default)
- route OCR-corrected and field-enriched outputs to canonical records path
- support explicit output_path for save flows
- prevent SameFileError when overwriting canonical file
- keep version history while using stable canonical file path
 2026-04-11 09:14:22 -05:00
Sean McElwain 9ebaa6f99e refactor: use time-based hex document ids for new ingests 2026-04-07 13:51:47 -05:00
Sean McElwain ba710db9fa feat: add additional fields, presets, and ownership model (primary/secondary) 2026-04-07 11:25:03 -05:00
Sean McElwain c7dab22f16 feat: improve receipt extraction with reference number and line item pairing 2026-04-06 14:51:05 -05:00
Sean McElwain 87ce5cc2fb fix: OCR editor gutter scroll sync + synthetic layout on ingest + CSS consolidation 2026-04-06 12:07:26 -05:00
Sean McElwain 431372438e feat: finalized Phase 3.5/4.1 workflow and added queue-trash plus UX-1 shell 2026-04-05 12:05:19 -05:00
Sean McElwain 5b9e8f0d01 feat: Phase 4.1 add manual-first extracted fields from reviewed OCR 2026-04-03 16:47:38 -05:00
Sean McElwain bdaff6f781 feat: Phase 3.5 add line-preserving OCR review and corrected searchable PDF generation 2026-04-03 15:07:51 -05:00
Sean McElwain e67a67f80a feat: Phase 3.5 add line-preserving OCR review and corrected searchable PDF generation 2026-04-03 11:56:23 -05:00
Sean McElwain 0d70e6b7bb feat: Phase 3.5 add inbox/upload/server ingest, OCR rerun, and text version tracking 2026-04-03 08:38:13 -05:00