Commit Graph
3 Commits
Author SHA1 Message Date
c897a906df fix(ux): actions update lists in place - no more takeovers, jumps and dead air (#1629)
* fix(ux): update lists in place on actions instead of takeover spinners and jumps

Founder report: the app feels glitchy when clicking around, especially
when deleting a row or booking something. The repo-wide anti-pattern
behind it: single-row actions trigger whole-list skeleton/spinner
takeovers (layout collapse, scroll jump, full stagger-enter replay),
deletes give zero feedback then hard-jump, and the /transactions exit
"animation" was filter-only and never animated.

Per surface:

- Never take over a rendered list for a background refresh. The
  skeleton/spinner swap is now reserved for an empty (or foreign) list
  on /transactions (fetchTransactions), /pending (fetchOperations,
  covering both listed Granskning findings, one file), kundfakturor
  (fetchInvoices), leverantörsfakturor (fetchInvoices, plus
  try/catch/finally so a failed fetch can no longer stick the skeleton
  or masquerade as an empty register) and the verifikat list
  (JournalEntryList now takes a refreshToken prop and refetches in
  place; /bookkeeping no longer key-remounts it into a spinner, so
  expansion/selection/pagination/scroll survive a created verifikat).
  Quiet inline Loader2 cues near the list headers on /transactions and
  /pending signal a background reconcile.

- /transactions row exit: exiting rows (booked/ignored/deleted) stay
  rendered through the existing 350ms window with a real exit
  transition (.row-exit: fast fade, then the space closes by
  transitioning cell paddings/line metrics and a numeric max-height on
  the fixed-height cell spans) and pointer-events off. Instant removal
  under prefers-reduced-motion. Applied to the inbox cards, the
  skattekonto card and the history rows.

- /transactions delete: routes through processingId (row spinner) and
  the exitingIds path, and decrements totalUncategorizedCount when the
  deleted row was pending (the realtime echo is not guaranteed for
  DELETE on a filtered subscription).

- FyPicker double-fetch: the initial fetch now waits for FyPicker's
  onReady (fires after its persisted-scope restore), so mount does one
  correctly scoped fetch instead of racing an unscoped fetch against
  the restore refetch (list -> skeleton -> list on every visit). Period
  changes refetch background-only behind the client-filtered list.

- Pagination survives realtime echoes: background refreshes re-fetch
  range(0, pagedCountRef) instead of resetting to the first 200 rows,
  so "Visa fler" pages no longer collapse after any action.

Gates: full vitest suite green (14764 passed), tsc output byte-identical
to the origin/main baseline, eslint 0 errors on touched files,
check:guards green, package-lock untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): apply review round on action-feedback smoothness

- /pending: sequence-guard fetchOperations so a stale previous-tab
  response can't overwrite the current tab's rows, counts, or loading cues
- /pending: check res.ok on the pending fetch and both history fetches
  before applying payloads; failures keep current rows and surface the
  existing error toast
- /transactions: reset fiscal scope (fyReady/fyPeriodId/fyPeriod) during
  render on company switch so FyPicker re-runs its persisted restore and
  stale bounds never scope a fetch for the wrong company
- /transactions: drop a deleted row's id from selectedIds so the bulk bar
  can't act on a deleted row
- row exit: add the inert attribute on exiting row wrappers alongside
  pointer-events so keyboard focus and activation are blocked too
- JournalEntryList: preserve selection on refreshToken background
  refreshes (reconciled against the refreshed page); user-initiated
  reloads still clear it

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 18:44:02 +02:00
0d3ba5268d fix(transactions): close the booking duplicate guard's blind spots (#1573)
* fix(transactions): close booking duplicate guard blind spots G1-G3

The booking-time duplicate guard missed the most common bank-fee twin
shapes:

- G1: the sibling scan matched on the EXACT date only, so a duplicate
  import with a drifted date (CSV bokforingsdag vs PSD2 valutadag) was
  invisible. The scan now uses a +-3 day window with a deterministic
  ranking where exact-date candidates always outrank drifted ones
  (force=true re-detection stays bound to the reviewed candidate).
- G2: booked-ness required transactions.journal_entry_id, so bulk-booked
  (transaction_voucher_links) and multi-allocated (invoice_payments /
  supplier_invoice_payments) siblings read as unbooked. The scan now
  batch-fetches the anchor rows and resolves the verifikat via
  getPrimaryJournalEntryId (is_transaction_booked semantics).
- G3: the ledger scan excluded every voucher linked to any transaction,
  so a voucher booked from a date-drifted duplicate row escaped BOTH
  halves and the booking proceeded with no warning. A voucher whose
  linking transaction itself matches the target (same ore in the same
  currency, compatible cash account, date in the window) is now returned
  as the twin with transaction_id set.

All candidate picks keep explicit total-order tiebreakers so a force
re-detect returns the same candidate the user reviewed, and the
SEK-or-null amount contract is unchanged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): offer match/ignore for sibling duplicates and route all 409s into the dialog

The duplicate dialog hid its match action for sibling-transaction
candidates (canMatch required transaction_id === null), so the user who
most needed steering saw only 'Bokfor anda'. manualLink explicitly
allows N:1 links, so the match action is now offered for both candidate
kinds. Sibling candidates get question-form body copy ('vill du matcha
mot verifikatet i stallet?') and an additional 'Ignorera transaktionen'
action via the existing POST /api/transactions/[id]/ignore, which is the
correct resolution when the row itself is a duplicate import (matching
would double-count the bank side, booking the ledger side).

Two clients dead-ended the TRANSACTION_BOOK_POSSIBLE_DUPLICATE 409 in a
destructive toast with no way forward:

- the counterparty-template branch of handleQuickReviewConfirm now sets
  the shared duplicateWarning state exactly like runCategorize, with the
  force retry bound to the reviewed candidate's voucher
- BankReconciliationView's quick-book now opens the same dialog, with
  match/ignore refreshing the reconciliation lists

New sv/en strings: dialog_duplicate_body_sibling,
dialog_duplicate_ignore, dialog_duplicate_ignore_failed. File-level
parity tests pin the 409 routing and the dialog affordances.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): duplicate guard on the bulk-book samlingsverifikation path

/api/transactions/bulk-book never called detectBookingDuplicate, so a
batch containing an already-booked twin minted a second verifikat with
no warning. The route now runs the shared per-tx guard before the RPC,
with intra-batch exclusions (the other selected txs are distinct events
the user picked, and the link-existing target voucher is the batch's own
destination), returning 409 TRANSACTION_BOOK_POSSIBLE_DUPLICATE with the
candidate and the flagged tx id.

BulkBookDialog routes the 409 into DuplicateBookingDialog for review
(view voucher / cancel / book anyway) instead of a dead-end toast;
'Bokfor anda' re-runs the batch with force=true. On force the route
re-detects and records each dismissed candidate as
BankTransactionDuplicateDismissed in behandlingshistorik (BFNAR 2013:2
kap 8), parity with the /categorize bypass. Detection failures stay
fail-open. Note: the MCP RPC twin (gnubok_bulk_book_transactions)
bypasses this route and remains unguarded; guarding inside the RPC needs
a migration and is out of scope here.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(transactions): gate the duplicate-dialog ignore hint on the action being present

The sibling body copy mentioned ignoring the row, but two render sites
(the manual booking form and the bulk dialog) show sibling candidates
without the ignore action. The guidance now lives in a separate
dialog_duplicate_ignore_hint string rendered only when the Ignorera
button itself renders, so copy never points at a button that is not
there.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-13 15:21:55 +02:00
Jakob Wennberg 954ce873a8 fix(transactions): confirm and allow undo on a counterparty booking (#1292)
Booking via "Tidigare motparter" ended on a bare setExitingIds().add(id): the
row animated out of the inbox and that was the entire feedback. No "Bokförd"
toast, no Ångra, no unbooked-count decrement, and the id was never removed from
exitingIds again, so an undo would have restored the row's data while leaving it
filtered out of the list.

Extracted runCategorize's success tail into one finishBooking() rather than
copying the toast into the counterparty branch: the counterparty path was
already a second, thinner implementation of it, which is why it drifted. Both
paths and the counterparty activate-and-retry go through it now, pinned by a
parity test.

Also fixed on the way:

- handleTransactionBooked (manual booking dialog / voucher match) never
  decremented the unbooked count, so the header read one too high until the
  next refetch. It deliberately gets no Ångra: its `matched` branch links the
  transaction to a PRE-EXISTING verifikat, and /uncategorize storno-reverses
  whatever journal_entry_id the transaction points at.
- The 350ms animation timer re-applied the booked shape unconditionally, so an
  Ångra resolving inside that window left the client claiming a journal_entry_id
  the server had already storno-reversed. A completed undo now wins.
- finishBooking cleared processingId unconditionally; scoped to the finished id
  so it cannot wipe an unrelated row's spinner.

No migrations.
2026-07-29 19:58:47 +02:00