feat(ocr): discard abandoned capture batches

A bad scan, the wrong PDFs or a duplicate upload used to leave a batch
sitting in READY_FOR_REVIEW forever, because the only exits were confirm
(posts to the books) or rejecting every page one at a time. Add a
DISCARDED terminal status to both OCR domains and a single endpoint per
domain that rejects every page still pending in one shot.

Discarding is refused once anything has landed: statements once a page is
POSTED, policies once a page is APPLIED. Those batches did real work and
have to be settled page by page.

- POST /statements/batches/:id/discard
- POST /policy-ocr/batches/:id/discard
- shared DiscardBatchCard on both review screens, gated the same way
This commit is contained in:
2026-08-02 02:00:02 -07:00
parent 905fa31e47
commit 3125b52057
13 changed files with 327 additions and 8 deletions
+35
View File
@@ -4,8 +4,10 @@ import { useCallback, useEffect, useMemo, useState } from "react";
import Link from "next/link";
import { AppShell } from "@/components/AppShell";
import { CustomerPicker } from "@/components/CustomerPicker";
import { DiscardBatchCard } from "@/components/DiscardBatchCard";
import {
confirmStatementBatch,
discardStatementBatch,
getStatementBatch,
listStatementDocuments,
rejectStatementDocument,
@@ -66,6 +68,7 @@ function BatchReview({ id }: { id: string }) {
const [docs, setDocs] = useState<StatementDocument[]>([]);
const [error, setError] = useState<string | null>(null);
const [loading, setLoading] = useState(true);
const [discarding, setDiscarding] = useState(false);
const load = useCallback(async () => {
try {
@@ -108,9 +111,31 @@ function BatchReview({ id }: { id: string }) {
(d) => d.status === "MATCHED" && d.matchedCustomer,
).length;
async function discard() {
setDiscarding(true);
setError(null);
try {
await discardStatementBatch(id);
await load();
} catch (e) {
setError((e as Error)?.message ?? "No se pudo descartar el lote.");
} finally {
setDiscarding(false);
}
}
if (loading) return <div className="state-box">Cargando</div>;
if (!batch) return <div className="state-box state-error">{error ?? "No encontrado."}</div>;
const postedCount = batch.byStatus.POSTED ?? 0;
// Discarding is only offered while the batch can still be abandoned whole:
// nothing posted to the ledger yet, and not already settled.
const canDiscard =
canReview &&
batch.status !== "DISCARDED" &&
batch.status !== "COMPLETED" &&
postedCount === 0;
return (
<div className="stack">
<header className="page-head">
@@ -146,6 +171,15 @@ function BatchReview({ id }: { id: string }) {
/>
)}
{canDiscard && (
<DiscardBatchCard
busy={discarding}
onDiscard={discard}
pageCount={docs.length}
what="recibo"
/>
)}
<section className="stack">
{sorted.map((doc) => (
<DocumentRow
@@ -166,6 +200,7 @@ const STATUS_LABEL_BATCH: Record<string, string> = {
READY_FOR_REVIEW: "Listo para revisar",
COMPLETED: "Registrado",
FAILED: "Falló",
DISCARDED: "Descartado",
};
/**
@@ -0,0 +1,80 @@
"use client";
import { useState } from "react";
/**
* "Throw this batch away" control, shared by both OCR review queues
* (recibos and pólizas).
*
* Confirmation is a two-step inline swap rather than `window.confirm`: the
* dialog would block the page, and an accidental discard is not undoable from
* the UI — the reviewer should read what they are about to lose, not dismiss
* a modal reflexively.
*
* The card is only rendered when the batch is still discardable; the API
* refuses again on its own (a page posted between render and click).
*/
export function DiscardBatchCard({
busy,
onDiscard,
pageCount,
what,
}: {
busy: boolean;
onDiscard: () => void;
pageCount: number;
/** Singular noun for what a page becomes — "recibo" / "póliza". */
what: string;
}) {
const [armed, setArmed] = useState(false);
return (
<section className="card" style={{ padding: 16 }}>
<h2 className="section-title" style={{ marginTop: 0 }}>
Descartar lote
</h2>
{armed ? (
<>
<p className="page-sub" style={{ marginBottom: 12 }}>
Se descartarán las {pageCount} página(s) de este lote y no se
creará ninguna {what}. Esto no se puede deshacer desde aquí; para
volver a intentarlo hay que subir los PDFs otra vez.
</p>
<div className="inline-form" style={{ gap: 8 }}>
<button
type="button"
className="btn btn-danger"
disabled={busy}
onClick={onDiscard}
>
{busy ? "Descartando…" : "Sí, descartar el lote"}
</button>
<button
type="button"
className="btn btn-ghost"
disabled={busy}
onClick={() => setArmed(false)}
>
Cancelar
</button>
</div>
</>
) : (
<>
<p className="page-sub" style={{ marginBottom: 12 }}>
Si el lote quedó mal (escaneo ilegible, PDFs equivocados, subida
duplicada), descártelo para sacarlo de la cola de revisión.
</p>
<button
type="button"
className="btn btn-ghost"
disabled={busy}
onClick={() => setArmed(true)}
>
Descartar lote
</button>
</>
)}
</section>
);
}
@@ -30,6 +30,7 @@ const STATUS_LABEL: Record<PolicyOcrBatchStatus, string> = {
READY_FOR_REVIEW: "Listo para revisar",
COMPLETED: "Aplicado",
FAILED: "Falló",
DISCARDED: "Descartado",
};
export function PolicyOcrIntake() {
@@ -3,8 +3,10 @@
import { useCallback, useEffect, useMemo, useState } from "react";
import Link from "next/link";
import { CustomerPicker } from "@/components/CustomerPicker";
import { DiscardBatchCard } from "@/components/DiscardBatchCard";
import {
confirmPolicyOcrBatch,
discardPolicyOcrBatch,
getPolicyOcrBatch,
listCustomers,
listPolicyOcrDocuments,
@@ -23,6 +25,8 @@ import type {
PolicyOcrReviewInput,
} from "@/lib/types";
/** Document and batch statuses share this map — the two enums have no
* overlapping members, and the header renders a batch status through it. */
const STATUS_LABEL: Record<string, string> = {
PENDING_OCR: "Pendiente",
OCR_FAILED: "Falló OCR",
@@ -31,6 +35,12 @@ const STATUS_LABEL: Record<string, string> = {
CONFIRMED: "Confirmado",
POSTED: "Aplicado",
REJECTED: "Rechazado",
UPLOADED: "Recibido",
PROCESSING: "Procesando…",
READY_FOR_REVIEW: "Listo para revisar",
COMPLETED: "Aplicado",
FAILED: "Falló",
DISCARDED: "Descartado",
};
const OPEN_FIRST = [
@@ -54,6 +64,7 @@ export function PolicyOcrReview({ id }: { id: string }) {
const [error, setError] = useState<string | null>(null);
const [loading, setLoading] = useState(true);
const [submitting, setSubmitting] = useState(false);
const [discarding, setDiscarding] = useState(false);
const load = useCallback(async () => {
try {
@@ -129,9 +140,33 @@ export function PolicyOcrReview({ id }: { id: string }) {
}
}
async function onDiscard() {
if (!batch) return;
setDiscarding(true);
setError(null);
try {
await discardPolicyOcrBatch(batch.id);
setEdits({});
await load();
} catch (e) {
setError((e as Error)?.message ?? "No se pudo descartar el lote.");
} finally {
setDiscarding(false);
}
}
if (loading) return <div className="state-box">Cargando</div>;
if (!batch) return <div className="state-box state-error">{error ?? "No encontrado."}</div>;
const appliedCount = docs.filter((d) => d.status === "POSTED").length;
// Discarding is only offered while the batch can still be abandoned whole:
// nothing applied yet, and not already discarded.
const canDiscard =
canReview &&
batch.status !== "DISCARDED" &&
batch.status !== "COMPLETED" &&
appliedCount === 0;
return (
<div className="stack">
<header className="page-head">
@@ -175,6 +210,15 @@ export function PolicyOcrReview({ id }: { id: string }) {
</section>
)}
{canDiscard && (
<DiscardBatchCard
busy={discarding}
onDiscard={onDiscard}
pageCount={docs.length}
what="póliza"
/>
)}
<section className="stack">
{sorted.map((doc) => (
<DocumentRow
@@ -45,6 +45,7 @@ const STATUS_LABEL: Record<StatementBatchStatus, string> = {
READY_FOR_REVIEW: "Listo para revisar",
COMPLETED: "Registrado",
FAILED: "Falló",
DISCARDED: "Descartado",
};
export function StatementIntake() {
+11
View File
@@ -27,6 +27,7 @@ import type {
CreateBankInput,
CreateBankMovementInput,
CreateMovementInput,
DiscardBatchResult,
UpdateBankAccountInput,
ResolveOutstandingInput,
ReviewDocumentInput,
@@ -1079,6 +1080,11 @@ export function confirmStatementBatch(
});
}
/** Abandon a batch pending review; rejects every page that is not posted. */
export function discardStatementBatch(batchId: string): Promise<DiscardBatchResult> {
return apiFetch(`/statements/batches/${batchId}/discard`, { method: "POST" });
}
/** The rendered page image. A plain <img src> — the cookie rides along. */
export function statementPageUrl(documentId: string): string {
return `${API_ORIGIN}/statements/documents/${documentId}/page`;
@@ -1168,6 +1174,11 @@ export function confirmPolicyOcrBatch(
});
}
/** Abandon a batch pending review; rejects every page that is not applied. */
export function discardPolicyOcrBatch(batchId: string): Promise<DiscardBatchResult> {
return apiFetch(`/policy-ocr/batches/${batchId}/discard`, { method: "POST" });
}
/**
* URL for the source PDF of a parsed policy document. The endpoint returns
* the original upload (one PDF = one parsed policy), not a rendered page
+12 -2
View File
@@ -1217,7 +1217,9 @@ export type StatementBatchStatus =
| "PROCESSING"
| "READY_FOR_REVIEW"
| "COMPLETED"
| "FAILED";
| "FAILED"
/** Abandoned by staff before anything was posted. */
| "DISCARDED";
export type StatementDocumentStatus =
| "PENDING_OCR"
@@ -1296,6 +1298,12 @@ export interface ConfirmBatchResult {
checkNumber: string;
}
/** Shared by both OCR domains: how many pages the discard rejected. */
export interface DiscardBatchResult {
batchId: string;
rejected: number;
}
/* ------------------------------------------ Policy OCR intake (GMX) */
export type PolicyOcrBatchStatus =
@@ -1303,7 +1311,9 @@ export type PolicyOcrBatchStatus =
| "PROCESSING"
| "READY_FOR_REVIEW"
| "COMPLETED"
| "FAILED";
| "FAILED"
/** Abandoned by staff before anything was applied. */
| "DISCARDED";
export type PolicyOcrDocumentStatus =
| "PENDING_OCR"