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docs: Documentation for OCR expansion (#129) #146

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opened 2026-02-11 03:51:04 +00:00 by egullickson · 1 comment
egullickson commented 2026-02-11 03:51:04 +00:00
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Relates to #129

Milestone 8: Documentation

Files

  • backend/src/features/ocr/CLAUDE.md
  • backend/src/features/ocr/README.md
  • backend/src/core/CLAUDE.md
  • ocr/app/CLAUDE.md
  • ocr/app/engines/CLAUDE.md (NEW)
  • frontend/src/features/fuel-logs/CLAUDE.md
  • frontend/src/features/maintenance/CLAUDE.md (NEW)
  • frontend/src/features/documents/CLAUDE.md (NEW)

Requirements

backend/src/features/ocr/CLAUDE.md

Add entries for all files modified in M1 and M6:

  • api/ocr.controller.ts (WHAT: Request handlers for receipt and manual OCR extraction, WHEN: Adding/modifying OCR endpoints)
  • api/ocr.routes.ts (WHAT: Route registration for /extract/receipt and /extract/manual with auth and tier guards, WHEN: Route changes)
  • domain/ocr.service.ts (WHAT: Business logic for receipt and manual extraction with file validation, WHEN: OCR feature development)
  • domain/ocr.types.ts (WHAT: TypeScript types for OCR responses including ReceiptExtractionResponse and ManualJobResponse, WHEN: Type changes)
  • external/ocr-client.ts (WHAT: HTTP client to Python OCR service with extractReceipt and submitManualJob methods, WHEN: OCR integration changes)

backend/src/features/ocr/README.md

Add new sections:

  1. Receipt OCR Flow - Architecture diagram showing: Frontend -> Backend /extract/receipt -> Python receipt_extractor -> HybridEngine -> Pattern matching -> extractedFields
  2. Manual Extraction Flow - Architecture diagram showing: Frontend -> Backend /extract/manual -> Python job queue -> GeminiEngine -> structured JSON -> Frontend poll -> Review screen
  3. Update API Endpoints table to include POST /extract/receipt and POST /extract/manual

backend/src/core/CLAUDE.md

Update entry for config/feature-tiers.ts to reflect fuelLog.receiptScan Pro+ tier requirement

ocr/app/CLAUDE.md

Add entry: engines/gemini_engine.py (WHAT: Gemini 2.5 Flash integration for maintenance schedule extraction from PDF, WHEN: Manual extraction debugging or Gemini integration changes)
Update entry for extractors/manual_extractor.py (WHAT: Gemini-based manual extraction coordinator with subtype fuzzy matching, WHEN: Manual extraction pipeline changes)

ocr/app/engines/CLAUDE.md (NEW)

Create with entries for all engine files in directory

frontend/src/features/fuel-logs/CLAUDE.md

Update entry for hooks/useReceiptOcr.ts (WHAT: Receipt OCR extraction hook calling /ocr/extract/receipt, WHEN: Receipt scanning changes)

frontend/src/features/maintenance/CLAUDE.md (NEW)

Create with entries:

  • components/MaintenanceScheduleReviewScreen.tsx (WHAT: Review screen for Gemini-extracted maintenance schedules with select/edit/create, WHEN: Manual extraction UI changes)
  • hooks/useCreateSchedulesFromExtraction.ts (WHAT: Batch schedule creation from extracted maintenance items, WHEN: Schedule creation flow changes)

frontend/src/features/documents/CLAUDE.md (NEW)

Create with entries:

  • hooks/useManualExtraction.ts (WHAT: Async manual extraction job submission and polling hook, WHEN: Manual extraction flow changes)
  • components/DocumentForm.tsx (WHAT: Document upload form with maintenance scan checkbox, WHEN: Document upload UI changes)

Acceptance Criteria

  • CLAUDE.md files contain index entries for all new/modified files with WHAT and WHEN columns
  • README.md contains architecture diagrams for receipt and manual extraction flows
  • README.md documents API endpoints for receipt and manual extraction
  • All documentation uses timeless present tense with no temporal contamination
  • Verify architecture diagrams against implemented code (not plan); update if implementation deviates

Verification Checklist

  1. All files from M0-M7 have CLAUDE.md entries
  2. All WHAT/WHEN columns are complete and accurate
  3. README.md diagrams match actual code paths from final implementation
  4. No temporal contamination (no "added", "changed", "replaced", "new")
  5. Three NEW CLAUDE.md files created with correct structure

Tests

Skip - documentation-only milestone. Manual verification via checklist above.

Relates to #129 ## Milestone 8: Documentation ### Files - `backend/src/features/ocr/CLAUDE.md` - `backend/src/features/ocr/README.md` - `backend/src/core/CLAUDE.md` - `ocr/app/CLAUDE.md` - `ocr/app/engines/CLAUDE.md` (NEW) - `frontend/src/features/fuel-logs/CLAUDE.md` - `frontend/src/features/maintenance/CLAUDE.md` (NEW) - `frontend/src/features/documents/CLAUDE.md` (NEW) ### Requirements #### backend/src/features/ocr/CLAUDE.md Add entries for all files modified in M1 and M6: - `api/ocr.controller.ts` (WHAT: Request handlers for receipt and manual OCR extraction, WHEN: Adding/modifying OCR endpoints) - `api/ocr.routes.ts` (WHAT: Route registration for /extract/receipt and /extract/manual with auth and tier guards, WHEN: Route changes) - `domain/ocr.service.ts` (WHAT: Business logic for receipt and manual extraction with file validation, WHEN: OCR feature development) - `domain/ocr.types.ts` (WHAT: TypeScript types for OCR responses including ReceiptExtractionResponse and ManualJobResponse, WHEN: Type changes) - `external/ocr-client.ts` (WHAT: HTTP client to Python OCR service with extractReceipt and submitManualJob methods, WHEN: OCR integration changes) #### backend/src/features/ocr/README.md Add new sections: 1. **Receipt OCR Flow** - Architecture diagram showing: Frontend -> Backend /extract/receipt -> Python receipt_extractor -> HybridEngine -> Pattern matching -> extractedFields 2. **Manual Extraction Flow** - Architecture diagram showing: Frontend -> Backend /extract/manual -> Python job queue -> GeminiEngine -> structured JSON -> Frontend poll -> Review screen 3. Update API Endpoints table to include POST /extract/receipt and POST /extract/manual #### backend/src/core/CLAUDE.md Update entry for `config/feature-tiers.ts` to reflect `fuelLog.receiptScan` Pro+ tier requirement #### ocr/app/CLAUDE.md Add entry: `engines/gemini_engine.py` (WHAT: Gemini 2.5 Flash integration for maintenance schedule extraction from PDF, WHEN: Manual extraction debugging or Gemini integration changes) Update entry for `extractors/manual_extractor.py` (WHAT: Gemini-based manual extraction coordinator with subtype fuzzy matching, WHEN: Manual extraction pipeline changes) #### ocr/app/engines/CLAUDE.md (NEW) Create with entries for all engine files in directory #### frontend/src/features/fuel-logs/CLAUDE.md Update entry for `hooks/useReceiptOcr.ts` (WHAT: Receipt OCR extraction hook calling /ocr/extract/receipt, WHEN: Receipt scanning changes) #### frontend/src/features/maintenance/CLAUDE.md (NEW) Create with entries: - `components/MaintenanceScheduleReviewScreen.tsx` (WHAT: Review screen for Gemini-extracted maintenance schedules with select/edit/create, WHEN: Manual extraction UI changes) - `hooks/useCreateSchedulesFromExtraction.ts` (WHAT: Batch schedule creation from extracted maintenance items, WHEN: Schedule creation flow changes) #### frontend/src/features/documents/CLAUDE.md (NEW) Create with entries: - `hooks/useManualExtraction.ts` (WHAT: Async manual extraction job submission and polling hook, WHEN: Manual extraction flow changes) - `components/DocumentForm.tsx` (WHAT: Document upload form with maintenance scan checkbox, WHEN: Document upload UI changes) ### Acceptance Criteria - CLAUDE.md files contain index entries for all new/modified files with WHAT and WHEN columns - README.md contains architecture diagrams for receipt and manual extraction flows - README.md documents API endpoints for receipt and manual extraction - All documentation uses timeless present tense with no temporal contamination - Verify architecture diagrams against implemented code (not plan); update if implementation deviates ### Verification Checklist 1. All files from M0-M7 have CLAUDE.md entries 2. All WHAT/WHEN columns are complete and accurate 3. README.md diagrams match actual code paths from final implementation 4. No temporal contamination (no "added", "changed", "replaced", "new") 5. Three NEW CLAUDE.md files created with correct structure ### Tests Skip - documentation-only milestone. Manual verification via checklist above.
egullickson added the
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egullickson commented 2026-02-11 21:22:52 +00:00
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Milestone: M8 Documentation

Phase: Execution | Agent: Developer | Status: PASS

Summary

Most documentation was already created during M0-M7 milestone execution. Verification against actual implementation code found two discrepancies that were fixed:

  1. backend/src/features/ocr/README.md: Receipt endpoint tier corrected from "-" to "Pro" (matches requireTier('fuelLog.receiptScan') in ocr.routes.ts)
  2. backend/src/core/CLAUDE.md: config/ subdirectory description updated to reference feature tier gating keys

Verification Checklist (All PASS)

Check Status
All M0-M7 files have CLAUDE.md entries PASS
All WHAT/WHEN columns complete and accurate PASS
README.md diagrams match implemented code PASS
No temporal contamination PASS
Three NEW CLAUDE.md files exist with correct structure PASS

Files Modified

  • backend/src/features/ocr/README.md - Fixed receipt tier gating (Pro, not "-")
  • backend/src/core/CLAUDE.md - Added feature tier gating references to config/ description

Files Verified (already complete from M0-M7)

  • backend/src/features/ocr/CLAUDE.md - All 5 file entries present and accurate
  • ocr/app/CLAUDE.md - Subdirectory entries cover engines/ and extractors/
  • ocr/app/engines/CLAUDE.md - All 7 engine files documented including gemini_engine.py
  • frontend/src/features/fuel-logs/CLAUDE.md - useReceiptOcr.ts entry accurate
  • frontend/src/features/maintenance/CLAUDE.md - ReviewScreen and useCreateSchedulesFromExtraction entries accurate
  • frontend/src/features/documents/CLAUDE.md - useManualExtraction and DocumentForm entries accurate

Verdict: PASS | Commit: docs: fix receipt tier gating and add feature tier refs to core docs (refs #146)

## Milestone: M8 Documentation **Phase**: Execution | **Agent**: Developer | **Status**: PASS ### Summary Most documentation was already created during M0-M7 milestone execution. Verification against actual implementation code found two discrepancies that were fixed: 1. **backend/src/features/ocr/README.md**: Receipt endpoint tier corrected from "-" to "Pro" (matches `requireTier('fuelLog.receiptScan')` in ocr.routes.ts) 2. **backend/src/core/CLAUDE.md**: config/ subdirectory description updated to reference feature tier gating keys ### Verification Checklist (All PASS) | Check | Status | |-------|--------| | All M0-M7 files have CLAUDE.md entries | PASS | | All WHAT/WHEN columns complete and accurate | PASS | | README.md diagrams match implemented code | PASS | | No temporal contamination | PASS | | Three NEW CLAUDE.md files exist with correct structure | PASS | ### Files Modified - `backend/src/features/ocr/README.md` - Fixed receipt tier gating (Pro, not "-") - `backend/src/core/CLAUDE.md` - Added feature tier gating references to config/ description ### Files Verified (already complete from M0-M7) - `backend/src/features/ocr/CLAUDE.md` - All 5 file entries present and accurate - `ocr/app/CLAUDE.md` - Subdirectory entries cover engines/ and extractors/ - `ocr/app/engines/CLAUDE.md` - All 7 engine files documented including gemini_engine.py - `frontend/src/features/fuel-logs/CLAUDE.md` - useReceiptOcr.ts entry accurate - `frontend/src/features/maintenance/CLAUDE.md` - ReviewScreen and useCreateSchedulesFromExtraction entries accurate - `frontend/src/features/documents/CLAUDE.md` - useManualExtraction and DocumentForm entries accurate *Verdict*: PASS | *Commit*: `docs: fix receipt tier gating and add feature tier refs to core docs (refs #146)`
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Reference: egullickson/motovaultpro#146
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