fix(reconciliation): bank tile says 'Rörelse på banken' with the in/ut/antal split (#1858)

'Banktransaktioner i perioden (netto)' made a bookkeeper's abstraction do
the explaining; Jakob read it as gross activity. The tile now reads
'Rörelse på banken i perioden' and its sub-line shows the gross split
behind the net (in · ut · antal transaktioner), so 'netto' needs no
label. The bank status carries bank_transaction_inflow / _outflow /
_count for it; the bridge line uses the same wording.

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>

components/reconciliation/AccountOverview.tsx

@@ -358,6 +358,16 @@ export function AccountOverview({ account, rail, window, onChanged }: AccountOve
   const fetchedAt = isSkv ? status.skattekonto?.fetched_at : account.source.synced_at
   const sourceLabel = isSkv ? t('source_skv') : t('source_bank')
 
+  const bankRaw = status.bank as { bank_transaction_inflow?: number; bank_transaction_outflow?: number; bank_transaction_count?: number } | null
+  const bankBreakdown =
+    !isSkv && bankRaw && typeof bankRaw.bank_transaction_inflow === 'number' && typeof bankRaw.bank_transaction_outflow === 'number'
+      ? t('tile_bank_breakdown', {
+          inflow: formatCurrency(bankRaw.bank_transaction_inflow, currency),
+          outflow: formatCurrency(Math.abs(bankRaw.bank_transaction_outflow), currency),
+          count: bankRaw.bank_transaction_count ?? 0,
+        })
+      : null
+
   const tiles: Array<{ key: string; label: string; value: string; sub: string; tone?: 'ok' | 'attn'; help?: string }> = [
     {
       key: 'external',
@@ -370,7 +380,8 @@ export function AccountOverview({ account, rail, window, onChanged }: AccountOve
           ? status.external_balance
           : (status.bridge.find((l) => l.key === 'bank_transactions')?.amount ?? status.external_balance),
       ),
-      sub: fetchedAt ? t('tile_synced', { date: formatDate(fetchedAt) }) : t('rail_never_synced'),
+      // Bank: the gross split makes the net self-explanatory; skattekonto: when it was fetched.
+      sub: bankBreakdown ?? (fetchedAt ? t('tile_synced', { date: formatDate(fetchedAt) }) : t('rail_never_synced')),
     },
     {
       key: 'ledger',

lib/reconciliation/bank-reconciliation.ts

@@ -110,6 +110,12 @@ export interface ReconciliationStatus {
    * excluded-but-shown.
    */
   bank_transaction_total: number
+  /** Gross inflow (sum of positive amounts) behind bank_transaction_total; informational, for the page's "in · ut · antal" line. */
+  bank_transaction_inflow: number
+  /** Gross outflow (sum of negative amounts, itself negative) behind bank_transaction_total. */
+  bank_transaction_outflow: number
+  /** Number of non-ignored bank transactions in the window. */
+  bank_transaction_count: number
   /** Sum of ignored bank transactions in the window. NOT part of
    *  bank_transaction_total or difference; informational, like the IB. */
   ignored_transaction_total: number
@@ -921,6 +927,10 @@ export async function getReconciliationStatus(
   // matched_count + unmatched_transaction_count always equals the number of
   // rows behind bank_transaction_total.
   const matchedCount = reconcilableTx.filter((tx) => tx.journal_entry_id !== null).length
+  // The gross split behind the net: what the user actually recognises as
+  // "what moved on the bank", so the page never has to explain "netto".
+  const bankInflow = reconcilableTx.reduce((sum, tx) => sum + Math.max(Number(tx.amount) || 0, 0), 0)
+  const bankOutflow = reconcilableTx.reduce((sum, tx) => sum + Math.min(Number(tx.amount) || 0, 0), 0)
 
   const unmatchedTx = reconcilableTx.filter((tx) => tx.journal_entry_id === null)
   const unmatchedTransactionCount = unmatchedTx.length
@@ -976,6 +986,9 @@ export async function getReconciliationStatus(
   return {
     currency,
     bank_transaction_total: Math.round(bankTotal * 100) / 100,
+    bank_transaction_inflow: roundOre(bankInflow),
+    bank_transaction_outflow: roundOre(bankOutflow),
+    bank_transaction_count: reconcilableTx.length,
     ignored_transaction_total: roundOre(ignoredTotal),
     ignored_transaction_count: ignoredTx.length,
     gl_1930_balance: Math.round(glBalance * 100) / 100,

lib/reconciliation/service.ts

@@ -88,8 +88,8 @@ function bankBridge(status: Awaited<ReturnType<typeof getBankReconciliationStatu
   const lines: BridgeLine[] = [
     {
       key: 'bank_transactions',
-      label_sv: 'Banktransaktioner i perioden (netto)',
-      label_en: 'Bank transactions in the period (net)',
+      label_sv: 'Rörelse på banken i perioden',
+      label_en: 'Movement on the bank in the period',
       amount: status.bank_transaction_total,
       count: null,
       items_bucket: null,

messages/en.json

@@ -7815,7 +7815,8 @@
     "empty_connect_skv": "Connect Skatteverket",
     "load_failed": "Could not load the reconciliation. Try again in a moment.",
     "tile_external_skv": "Balance at Skatteverket",
-    "tile_external_bank": "Bank transactions in the period (net)",
+    "tile_external_bank": "Movement on the bank in the period",
+    "tile_bank_breakdown": "{inflow} in · {outflow} out · {count} transactions",
     "tile_ledger": "Booked on {account}",
     "tile_ledger_bank": "Booked on {account} in the period",
     "tile_difference": "Difference",

messages/sv.json

@@ -7815,7 +7815,8 @@
     "empty_connect_skv": "Koppla Skatteverket",
     "load_failed": "Kunde inte hämta avstämningen. Försök igen om en stund.",
     "tile_external_skv": "Saldo hos Skatteverket",
-    "tile_external_bank": "Banktransaktioner i perioden (netto)",
+    "tile_external_bank": "Rörelse på banken i perioden",
+    "tile_bank_breakdown": "{inflow} in · {outflow} ut · {count} transaktioner",
     "tile_ledger": "Bokfört på {account}",
     "tile_ledger_bank": "Bokfört på {account} i perioden",
     "tile_difference": "Differens",