// Exceptions Inbox — Stage 5.A. Route: /{slug}/exceptions-inbox.
//
// A prioritized inbox for the exception signals the evaluator produces (fetched
// via cfo-synthesis surface_type="exceptions_inbox"). Each item shows severity,
// dollar impact, diagnosed driver, a recommended action, and a drill-into. The
// user can mark an item resolved or dismissed (with an optional note); that
// disposition persists to exception_signal_state, keyed on
// (company_id, signal_id, signal_period_end). Resolved/dismissed items grey out
// but stay listed under their filter — the audit history is preserved.
//
// Reads ONLY the synthesis service output for the narrative (no engine logic,
// no catalog reads here) + exception_signal_state for disposition. Universal
// across archetypes; only the synthesized content varies.
(function () {
const R = window.React;
if (!R) return;
const { useState, useEffect, useCallback } = R;
const db = () => window.supabaseClient;
const SEV_RANK = { high: 3, medium: 2, low: 1, info: 0 };
const SEV_COLOR = { high: "#c0392b", medium: "#b7791f", low: "#2f6fed", info: "#6b7785" };
const SEV_EMOJI = { high: "🔴", medium: "🟡", low: "🟢", info: "⚪" };
const fmtAsOf = (d) => {
if (!d) return null;
const dt = new Date(String(d).length <= 10 ? d + "T00:00:00" : d);
return isNaN(dt.getTime()) ? String(d) : dt.toLocaleDateString(undefined, { month: "short", day: "numeric", year: "numeric" });
};
function money(v) {
if (v == null) return null;
const f = window.PerduraFormat;
if (f && typeof f.money === "function") return f.money(v, { compact: true });
if (typeof window.fmtUSD === "function") return window.fmtUSD(v, { compact: true });
return "$" + Math.round(v).toLocaleString();
}
// Disposition key — must match the unique key on exception_signal_state.
const keyOf = (signalId, periodEnd) => `${signalId}::${periodEnd || ""}`;
function ExceptionsInboxPage({ scopedCompanyId, companyProfile, setPage, setDrillKey }) {
const tenantId = scopedCompanyId || (companyProfile && companyProfile.id) || null;
const [phase, setPhase] = useState("loading"); // loading | done | error | empty
const [items, setItems] = useState([]); // synthesized exception items
const [meta, setMeta] = useState({}); // { signal_count, model, retried, period_start, period_end }
const [errorMsg, setErrorMsg] = useState("");
const [stateMap, setStateMap] = useState({}); // keyOf → { status, resolution_notes, ... }
const [statusFilter, setStatusFilter] = useState("active");
const [sevFilter, setSevFilter] = useState("all");
const [noteDraft, setNoteDraft] = useState({}); // keyOf → note text (open editor)
const [busyKey, setBusyKey] = useState(null);
const load = useCallback(async () => {
if (!tenantId) { setPhase("error"); setErrorMsg("No tenant in context."); return; }
setPhase("loading");
// 1. Synthesized exceptions (narrative + severity + signal_id + period).
const res = await window.PerduraSynthesis.fetch(tenantId, "exceptions_inbox", {});
if (res && res.error) { setPhase("error"); setErrorMsg(res.error); return; }
const list = Array.isArray(res.prioritized) ? res.prioritized : [];
setMeta({
signal_count: res.signal_count, model: res.model, retried: res.retried,
period_start: res.period_start || null, period_end: res.period_end || null,
});
// 2. Disposition rows for this tenant (overlay; full history preserved).
let sm = {};
try {
const { data } = await db().from("exception_signal_state")
.select("signal_id,signal_period_end,status,resolution_notes,resolved_at,dismissed_at")
.eq("company_id", tenantId);
for (const r of (data || [])) sm[keyOf(r.signal_id, r.signal_period_end)] = r;
} catch (_e) { /* table not deployed yet → everything reads as active */ }
setStateMap(sm);
setItems(list);
setPhase(list.length ? "done" : "empty");
}, [tenantId]);
useEffect(() => { load(); }, [load]);
// Persist a disposition (resolved / dismissed / active) for an item.
async function setDisposition(item, status, note) {
const sid = item.signal_id || (item.source_signal_ids || [])[0];
if (!sid) return;
const pEnd = item.period_end || meta.period_end || null;
const pStart = item.period_start || meta.period_start || null;
const k = keyOf(sid, pEnd);
setBusyKey(k);
let userId = null;
try { const { data } = await db().auth.getUser(); userId = data && data.user ? data.user.id : null; } catch (_e) { /* ignore */ }
const now = new Date().toISOString();
const row = {
company_id: tenantId, signal_id: sid, signal_period_start: pStart, signal_period_end: pEnd,
status, resolution_notes: note || null, updated_at: now,
resolved_at: status === "resolved" ? now : null,
resolved_by: status === "resolved" ? userId : null,
dismissed_at: status === "dismissed" ? now : null,
dismissed_by: status === "dismissed" ? userId : null,
};
try {
const { error } = await db().from("exception_signal_state")
.upsert(row, { onConflict: "company_id,signal_id,signal_period_end" });
if (error) throw new Error(error.message);
setStateMap((m) => ({ ...m, [k]: row }));
setNoteDraft((d) => { const n = { ...d }; delete n[k]; return n; });
} catch (e) {
setErrorMsg("Could not save: " + ((e && e.message) || e));
}
setBusyKey(null);
}
function dispositionOf(item) {
const sid = item.signal_id || (item.source_signal_ids || [])[0];
const pEnd = item.period_end || meta.period_end || null;
const st = stateMap[keyOf(sid, pEnd)];
return st ? st.status : "active";
}
// Filter + rank for display.
const visible = items
.map((it) => ({ it, status: dispositionOf(it), sev: it.severity || "info" }))
.filter((x) => statusFilter === "all" ? true : x.status === statusFilter)
.filter((x) => sevFilter === "all" ? true : x.sev === sevFilter)
.sort((a, b) =>
(SEV_RANK[b.sev] || 0) - (SEV_RANK[a.sev] || 0)
|| Math.abs(b.it.estimated_dollar_impact || 0) - Math.abs(a.it.estimated_dollar_impact || 0));
const counts = items.reduce((acc, it) => { const s = dispositionOf(it); acc[s] = (acc[s] || 0) + 1; return acc; }, {});
const pill = (active, label, onClick, badge) => (
);
return (
{window.PageExplainer
? R.createElement(window.PageExplainer, {
id: "exceptions",
title: "Exceptions Inbox",
body: R.createElement(R.Fragment, null,
"Anomalies and risks in your live numbers, ranked by severity and dollar impact, ",
"explained by Perdura's CFO intelligence — every figure traces to a real signal. ",
"Review each, then mark it resolved or dismiss it; your decisions are kept for the record."),
})
:
)}
{phase === "empty" && (window.IntelEmptyState
? R.createElement(window.IntelEmptyState, {
title: meta.signal_count ? "No active exceptions" : "Awaiting your financial data",
detail: meta.signal_count
? "We reviewed your receivables, payables, spend, and margins and found nothing this period that rises to an exception. We'll surface items here the moment something does."
: "Once your general ledger is connected and a period of data lands, Perdura will surface anomalies and risks here.",
})
:
No active exceptions.
)}
{phase === "done" && (
{visible.length === 0 && (
No {statusFilter !== "all" ? statusFilter : ""} exceptions{sevFilter !== "all" ? ` at ${sevFilter} severity` : ""} to show.
)}
{visible.map((x, i) => {
const it = x.it; const status = x.status; const sev = x.sev;
const sid = it.signal_id || (it.source_signal_ids || [])[0];
const pEnd = it.period_end || meta.period_end || null;
const k = keyOf(sid, pEnd);
const st = stateMap[k];
const greyed = status !== "active";
const impact = money(it.estimated_dollar_impact);
const noteOpen = Object.prototype.hasOwnProperty.call(noteDraft, k);
return (
{(SEV_EMOJI[sev] || SEV_EMOJI.info)} {sev}
{status !== "active" && (
{status}
)}
{pEnd && (
as of {fmtAsOf(pEnd)}
)}