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7 Commits
Author SHA1 Message Date
siddharthd b26d526e83 orders: a browse surface for the purchase history the ledger cannot show
ci / lint-test (push) Successful in 59s
The spine holds ~6,300 purchase orders back to 2006, ~4,600 of them itemised,
and 61 reach a transaction. Everything else has been visible only through SQL.
This adds /orders and /orders/[entityKey] over it.

The point of the page is the manifest. /transactions can only ever say "AMAZON
AU MARKETPLACE SYDNEY"; a row here says what was in the box, which is the one
thing the ledger structurally cannot carry.

Five lanes, because the shapes genuinely differ — retail ends refunded or
returned 14.1% of the time against food's 5.1%, food has no meaningful ETA where
grocery has one on 54.8% of orders, digital never ships at all. The lane comes
from order_lane() in migration 018 rather than a column, because slug 'uber'
carries 394 taxi rides and 485 Eats orders.

Defaults to this year: 449 orders rather than 6,283. Twenty-one years is the
archive, not the working set.

Three things the data forced. Unknown amounts render "not stated", never $0.00,
because 1,648 orders have no amount and a zero would be false. A full reversal
strikes the figure through; a partial refund does not, since striking $191.40
when $13.33 came back is a lie — the charge stays primary and the credit sits
under it with the net. And rows with no amount, no reference and one lifecycle
event are hidden by default, which lifts amount coverage from 74% to 84%; the
toggle says on its face that it is a workaround for board 210 rather than a fix.

Reads are raw SQL in lib/order-feed.ts rather than queries.ts: the spine is
written by the ingestion-engine, is not in prisma/schema.prisma and never will
be, and mixing it into a file where everything is Prisma-modelled would destroy
that invariant.

/orders is gated by an explicit viewer allowlist. Not because the three people
listed need protecting from each other — everything here is on one person's
cards — but because a participant is an accounting entity and any participant
row with an email is a login. Adding someone to split a holiday must not
silently hand them the purchase history.

Verified live: gate returns 403 for non-participants and for a missing identity
header; search "drone" finds the DJI order through its line items; the detail
page renders its three lifecycle events and its Afterpay settlement sibling; and
a bridged Amazon order shows both split-shipment charges.
2026-08-12 12:15:16 +10:00
siddharthd 50c5b7c430 fix(slack): don't let one tap flatten a hand-made split
ci / lint-test (push) Successful in 43s
Splits on orders are made by hand, so a third participant or an uneven
share is a deliberate decision — and "Make it just me" deleted every
split row regardless. A one-tap button silently destroying an
arrangement made with more care than the tap that undid it is the same
failure shape as the rewrite that dropped `settled`.

Now it refuses when a participant other than the two consumers is
present, or when the share is not 50. Verified against the running stack:
a three-way split and a 70/30 both survive a press; a plain 50/50 still
toggles off and back on.

Also: the nudge reads share state instead of assuming false. Today a
freshly ingested order has no splits — the 140 that do were split by hand
after the backfill, not by a rule — but the label drives a destructive
button, so a wrong assumption there costs data rather than a cosmetic
error. One query is cheaper.
2026-07-28 16:40:53 +10:00
siddharthd aaa36dd75e feat(slack): answer the order nudge in Slack, without opening the app
ci / lint-test (push) Successful in 40s
Being sent to a web app to answer "was this shared?" is enough friction
that the question stops getting answered — which is the exact failure the
nudge exists to prevent. So the buttons now act in place: pressing
"Shared 50/50" writes the transaction_splits row and edits the message,
and the app is never opened.

Slack does NOT reach this route directly. It posts to an n8n webhook that
forwards the raw body and signature headers here (user's suggestion).
That is the better shape: n8n already terminates public webhooks, so the
app keeps its blanket OAuth chain and gains no internet-facing
unauthenticated route, and no Traefik change is needed. n8n cannot verify
the signature itself — its Code sandbox has no `require`, so no `crypto`.

Two independent gates, both failing closed: the shared x-ingest-token
(came from n8n) and Slack's v0 signature over the raw body (came from
Slack, not replayed within 5 minutes). An unset signing secret rejects
everything rather than waving it through, because the alternative turns a
misconfigured deploy into an open write endpoint.

An unmapped Slack user is refused rather than defaulted to the owner. In
a two-person household a wrong attribution is not a rounding error, it is
the other person's opinion recorded under your name.

Block Kit is built in the app (ingest returns slack_blocks) rather than
in n8n expressions: a template string is untestable, and this shape has
to stay in step with what the interactive endpoint re-renders after each
press. Null when there is no transaction yet — a card-settled order is
parked until its statement arrives, so there is nothing to split or rate.

Also: /transactions now honours ?q=, so the link lands on the row instead
of the top of an unfiltered ledger.
2026-07-28 15:50:06 +10:00
siddharthd 0cb46a087b feat(orders): record what we thought of an order, per person
The ledger already knew we had ordered from a place; it did not know the
food was bad. Orders got repeated from places we disliked because nobody
remembered by the time the next one went in. That is what the receipt
ingestion was for (ING-9) and the last piece was missing: order_reviews
existed as a table with no API, no UI and no writes.

Four levels, not three. "Loved" and "liked" are both "would order again"
but only one is worth a detour, and "ok" is not a recommendation.

A verdict belongs to a person, not to an order. A shared meal produces
two opinions and they routinely disagree — that disagreement is the
useful part, and the old UNIQUE on transaction_id alone could not hold
it. Now UNIQUE (transaction_id, participant_id), and the default is the
signed-in user rather than the owner: Sonu authenticates through the same
Traefik OAuth as participant 4, so an owner default would have filed her
verdict under his name.

Per-item opinions key on the item DESCRIPTION, not its index. An index is
meaningless across orders; "the Pad Thai here is good" is the signal that
has to survive into the next order from the same merchant. Only the two
poles are offered — a per-item "ok" answers neither of the questions you
ask at order time.

Sharing is recorded as a real 50/50 split, not a decorative flag. The
split already IS the record that an order was shared, and two records of
one fact drift apart.

An ABSENT item_verdicts means "leave them alone"; an empty array clears
them. Without that distinction a note-only save silently wipes every
per-item opinion — the same shape as the bug that reset `settled` on
split rewrites, and just as invisible on screen. Mutation-tested: making
keepItems a no-op fails exactly one test.

mockDbWithPool gained queryRow. Omitting an export from the mock makes it
undefined at the call site, which fails as "not a function" and reads
like a code bug rather than a test-harness gap.
2026-07-28 15:31:22 +10:00
siddharthd df4b875b82 feat(orders): make an ingested order legible in the transactions view
ci / lint-test (push) Failing after 43s
Four things the view could not tell you, all from reading the rows (user,
2026-07-27).

**Which platform.** The parser has always known — it has to, to read the
template — and then discarded it. "Order - Burger Corner" gives no way to know
whether to open DoorDash or Uber Eats for the detail, and restaurants exist on
both. Now stored on expense_metadata and named in the description:
"Order - Burger Corner (Uber Eats)". Migration 0021 recovers it for the 101
backfilled rows from the order_reference shape — DoorDash receipts carry no id
of their own so ingestion synthesises `msg:<message-id>`, Uber carries a real
trip UUID, which makes the discriminator exact.

**Bank said "Manual".** That label is derived, not stored, and "Manual" reads
as "hand-entered, still awaiting a card line to match". A gift-card order has
no card line coming, ever. It now reads "Gift Card", and — the part that
actually mattered — credits joins cash in needsCardMatch(), so these stop
sitting in the pending-reconciliation queue. All 81 were queued against a match
that could not exist.

**Uber line items were never parsed.** 67 of 101 orders had none. Uber itemises
groceries but not restaurant orders, so some of that is genuine; the rest was
simply unread. Its markup is better than DoorDash's — every cell carries a
data-testid with the item's uuid, so qty/title/amount bind by id rather than by
column position. Sold-out items (0.00) are kept: they are why a total is lower
than what was ordered.

**Uber prints pick-up and delivery addresses on every receipt** and they were
thrown away. Captured as `route` [{label, time, address}], de-duplicated
because the template renders the whole block twice for narrow screens. Wording
is kept as printed ("Pick-up" on some receipts, "Pickup" on others) rather than
normalised, so a template change stays visible. This is the same block a *trip*
receipt uses for start and destination — rides are not ingested today, but the
reader will not need changing when they are.

Also stores source_email_subject/from, which order ingestion had left null on
columns that already existed.

Verified against the captured corpus: route on all 6 Uber fixtures, 5/5 items
on the GLOMARK grocery receipt including the sold-out one. Production data
updated by smarthome:docker/scripts/order-presentation-2026-07-27.sql
(81 descriptions, `backfill` tag, re-run clean). `route` and Uber line items
are parsed from here on only — recovering them for already-ingested orders
means re-reading the mail, which I7 idempotency refuses by design.
2026-07-27 10:51:30 +10:00
siddharthd 1103397397 fix(orders): three defects found reviewing my own branch
ci / lint-test (push) Failing after 1m27s
None of these were caught by 105 green tests, because the code they live in was
barely tested and the HTTP path was not tested at all.

1. reconcilePendingOrders hardcoded category 'dining', so any order resolved
   through the deferred path booked as dining regardless of merchant — a
   Woolworths grocery order that parks and later reconciles was misfiled.
   That reintroduced, through the back door, exactly the misfiling
   resolveCategory() exists to prevent. Now calls it.

2. reconcileCardLeg never marked a statement line as consumed, so two orders on
   the same card inside the +/-4 day window both bound to the same charge and
   each booked its own credits remainder — double-counting spend. At 10-15
   orders a month on one card that is not a corner case. Migration 0020 adds
   matched_transaction_id with a unique index; the matcher now excludes lines
   already claimed.

3. The ingest API returned HTTP 200 for every parse failure, and the Slack
   alert fires only on non-200. So the single most likely production failure —
   a provider template change breaking every order at once — was completely
   silent. Split into NotAReceiptError (promotions, delivery updates, refund
   and adjustment notices: 200, silent, expected traffic) and OrderParseError
   (it IS a receipt and would not parse: 422, alerts).

Also: order_reference now anchors on Uber's own tripReference cell rather than
'first UUID in the document'. I had claimed to verify that the first UUID was
always the order UUID; that check compared against zero samples and was
vacuous. tripReference is present in all 29 captured receipts and, for ue-00,
equals the UUID the PDF redirect resolves to. The positional fallback remains
but only flags when there is genuine ambiguity.

Adds the API route's first tests — auth gate and error taxonomy — plus
anchoring regressions. 63 unit + 53 integration green on five consecutive runs;
corpus holds at 63/65.
2026-07-27 01:15:39 +10:00
siddharthd a9e251d969 feat(orders): amendments, family imports, and the ingest API
Closes the three gaps left after the parser rebuild.

Refund amendments. ue-05 is a real refund: 'Previous total $49.94 / Refund
-$4.21 / New Total $45.73'. Uber reuses the order UUID across the receipt and
the amendment, so the two can be matched. The transaction is reduced in place
rather than offset with a second row — the order is one event whose cost
changed, and a compensating row would misreport both the meal count and the
merchant's spend. When the original was never ingested, nothing is invented.

[Family] orders now import instead of parking. Their payment line names the
payer, not an instrument ('Payments Siddharth LKR 3,783.20'), so no split is
recoverable and there is no card leg to reconcile against — they would have sat
pending forever, which fails the actual requirement to import and tag them.
Treated as credits, flagged as an assumption. Safe because the family tag
removes them from every budget regardless of instrument, and the LKR amount is
preserved with amount_aud left NULL rather than asserting an FX rate.

Ingest API. n8n now POSTs each message to /api/orders/ingest instead of parsing
in a Code node — the n8n sandbox has no require or fs, so a parser there cannot
be tested against the fixture corpus, which is the one thing that makes this
parser trustworthy. Auth is a shared secret, since machine callers have no
Traefik session header. Rejections return 422 and record nothing.

60 unit + 45 integration green on three consecutive runs; 63/65 corpus holds.
2026-07-27 00:48:20 +10:00