36e3f6ceb0
* style(design): normalize daily-operator flows to locked design system Sweep the dashboard, transactions, reconciliation, invoicing and supplier flows for design-system violations (.claude/rules/design.md): - font-medium removed from Hedvig display headings/numerals - font-mono -> tabular-nums on monetary values (voucher ids stay mono) - raw Tailwind status colors -> Badge variants / muted-alert pattern - semantic colors removed from chrome backgrounds (deadline widgets, icon halos) - hand-rolled skeletons/empty-states -> Skeleton / EmptyState primitives - opacity-suffixed borders, the invisible warning-foreground count color, and shadow-sm/rounded-xl on non-overlay surfaces normalized The four files that also received UX changes carry their token fixes in the following commit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * feat(ux): clearer dashboard CTA, match confidence, AI provenance, invoice actions Four high-impact UX fixes from the design critique (these files also carry their design-system token normalization): - Dashboard: render the next-best-action hero for every agent-built company, not only 'slim' nav density, so there is always one obvious next step instead of four equal-weight metric tiles. - Reconciliation: surface the match engine's 0-1 confidence as a graded strength badge (Stark / Trolig / Svag traff) in the shared verifikat picker rows and selected chip; drop the uninformative binary "Foreslagen traff" badge from the match dialog. - Supplier inbox: show AI-filled provenance per extracted field (a success dot that clears once the user verifies/edits the value) so misparsed amounts/dates get proofread before they post to an immutable verifikat. - Invoice detail: keep each status's primary action only in the header row; the sidebar "Status actions" card now holds secondary/reversible actions only (makulera, ta bort, skapa kreditnota, manual-send alternative), removing the duplicated CTAs and closing a viewer-permission gap on the old sidebar buttons. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(ux): Tier-B medium design-critique fixes across daily-operator flows - Reconciliation: standardise the match-confirm verb on "Matcha" (was "Koppla" in MatchVoucherDialog) and replace the hand-rolled date <input>s in the bank reconciliation view with the Input primitive. - Supplier inbox: fold the two alternative bookings (Skapa leverantorsfaktura / Bokfor som verifikat) behind a single "Andra satt att bokfora" dropdown so the default path (Matcha mot transaktion) stays the lone primary action. - Duplicate-payment guard: demote the "Skapa ny verifikation anda" escape hatch to a ghost button so the safe "Koppla till befintlig" path dominates. - Onboarding: raise the "start fresh" escape hatch from a muted text link to a visible secondary button; normalise the checklist's off-scale spacing. - Supplier flows: finish the font-mono -> tabular-nums sweep on monetary values in the supplier-invoice detail / create / review surfaces (ids stay mono). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(deadlines): keep overdue rows visually distinct (destructive chrome is allowed) The Tier-A normalization stripped all semantic-color row tints from the deadline widgets, but design.md exempts --destructive ("only --destructive survives in chrome"). Restore a subtle bg-destructive/5 on OVERDUE rows so missed tax/AGI deadlines (-> skattetillagg) stay noticeable in a list scan; action-needed (warning) rows stay clean since warning is data-only. Surfaced by the Swedish compliance review on #741. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(reconciliation): hide match-strength badge on already-matched verifikat Per the Swedish compliance review on #741: a green "Stark traff" confidence badge rendered alongside "Redan matchad" could visually nudge an accidental double-match of a posted verifikat (a BFL 5 kap audit-trail concern). Suppress the strength badge when linked_transaction_count > 0 so "Redan matchad" is the lone signal there; N:1 matching stays an explicit opt-in. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
386 lines
15 KiB
TypeScript
386 lines
15 KiB
TypeScript
'use client'
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import { useState } from 'react'
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import Link from 'next/link'
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import { useTranslations } from 'next-intl'
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import { Card, CardContent } from '@/components/ui/card'
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import { Badge } from '@/components/ui/badge'
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import { Button } from '@/components/ui/button'
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import { EmptyState } from '@/components/ui/empty-state'
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import { useToast } from '@/components/ui/use-toast'
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import { cn, formatCurrency, formatDate } from '@/lib/utils'
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import { getErrorMessage } from '@/lib/errors/get-error-message'
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import {
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ArrowLeftRight,
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ArrowRight,
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CalendarClock,
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CheckCircle2,
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ChevronRight,
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Eye,
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FileWarning,
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Inbox,
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Landmark,
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Loader2,
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Receipt,
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ShieldCheck,
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Stamp,
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} from 'lucide-react'
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import type { SuggestedMatch, WorklistCounts } from '@/lib/worklist/types'
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/**
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* AttGoraSection — the dashboard's unified worklist ("Att göra").
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*
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* One flat ledger of everything actionable, grouped into three bands by
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* session intent: Bokför (the daily loop), Granska & komplettera (close the
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* gaps), Bevaka (time-driven). Every count comes from lib/worklist — the same
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* source as the sidebar badges — so the numbers can never disagree.
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*
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* Suggested transaction↔invoice matches render inline with one-click confirm:
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* the row posts to the existing match endpoints, fades out optimistically,
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* and the counts refetch from /api/worklist/counts.
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*/
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interface ExpiringBankConnection {
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id: string
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bank_name: string
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days_left: number
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}
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interface AttGoraSectionProps {
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worklist: WorklistCounts
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suggestedMatches: SuggestedMatch[]
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expiringBankConnections?: ExpiringBankConnection[]
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staleUncategorizedCount: number
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}
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interface WorklistRowProps {
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href: string
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icon: React.ComponentType<{ className?: string }>
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label: string
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detail?: string
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count: number
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badge?: React.ReactNode
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}
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function WorklistRow({ href, icon: Icon, label, detail, count, badge }: WorklistRowProps) {
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return (
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<Link
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href={href}
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className="flex items-center gap-3 px-4 py-3 hover:bg-secondary/60 transition-colors duration-150"
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>
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<Icon className="h-4 w-4 text-muted-foreground shrink-0" />
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<div className="flex-1 min-w-0">
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<p className="text-sm truncate">{label}</p>
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{detail && <p className="text-xs text-muted-foreground mt-0.5 truncate">{detail}</p>}
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</div>
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{badge}
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<span className="font-display text-base tabular-nums shrink-0">{count}</span>
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<ChevronRight className="h-3.5 w-3.5 text-muted-foreground/50 shrink-0" />
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</Link>
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)
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}
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function BandHeader({ children }: { children: React.ReactNode }) {
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return (
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<p className="px-4 pt-4 pb-1 text-[11px] font-medium uppercase tracking-wider text-muted-foreground">
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{children}
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</p>
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)
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}
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export default function AttGoraSection({
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worklist,
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suggestedMatches,
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expiringBankConnections = [],
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staleUncategorizedCount,
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}: AttGoraSectionProps) {
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const t = useTranslations('dashboard')
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const { toast } = useToast()
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const [counts, setCounts] = useState(worklist.counts)
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const [total, setTotal] = useState(worklist.total)
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const [matches, setMatches] = useState(suggestedMatches)
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const [leavingIds, setLeavingIds] = useState<Set<string>>(new Set())
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const [confirmingId, setConfirmingId] = useState<string | null>(null)
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async function refetchCounts() {
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try {
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const res = await fetch('/api/worklist/counts')
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if (!res.ok) throw new Error(`worklist counts refetch failed: ${res.status}`)
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const json = (await res.json().catch(() => ({}))) as { data?: WorklistCounts }
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if (json.data) {
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setCounts(json.data.counts)
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setTotal(json.data.total)
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}
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} catch (err) {
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// Stale counts self-correct on the next page load — never block the
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// flow, but keep the failure observable (Sentry captures console.error)
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// so a systematically broken counts endpoint doesn't hide behind
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// silently frozen numbers.
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console.error('[att-gora] worklist counts refetch failed', err)
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}
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}
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async function handleConfirmMatch(match: SuggestedMatch) {
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setConfirmingId(match.transaction_id)
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try {
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const url =
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match.kind === 'invoice'
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? `/api/transactions/${match.transaction_id}/match-invoice`
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: `/api/transactions/${match.transaction_id}/match-supplier-invoice`
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const body =
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match.kind === 'invoice'
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? { invoice_id: match.candidate_id }
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: { supplier_invoice_id: match.candidate_id }
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const res = await fetch(url, {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify(body),
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})
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const result = await res.json().catch(() => ({}))
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if (!res.ok || result.error) {
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toast({
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title: t('suggested_failed_toast'),
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description: getErrorMessage(result, { context: 'transaction', statusCode: res.status }),
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variant: 'destructive',
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})
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return
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}
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toast({ title: t('suggested_confirmed_toast') })
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// Fade the row out, drop it, then re-sync every count from the source
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// of truth (the match also booked a transaction, so several numbers move).
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setLeavingIds((prev) => new Set(prev).add(match.transaction_id))
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setTimeout(() => {
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setMatches((prev) => prev.filter((m) => m.transaction_id !== match.transaction_id))
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setLeavingIds((prev) => {
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const next = new Set(prev)
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next.delete(match.transaction_id)
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return next
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})
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}, 300)
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void refetchCounts()
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} catch {
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toast({ title: t('suggested_failed_toast'), variant: 'destructive' })
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} finally {
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setConfirmingId(null)
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}
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}
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const bokforRows = counts.book_transaction > 0 || counts.inbox_document > 0 || matches.length > 0
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const granskaRows =
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counts.supplier_invoice_approval > 0 ||
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counts.verifikat_missing_document > 0 ||
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counts.pending_operations > 0
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const bevakaRows =
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counts.overdue_invoice > 0 ||
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counts.deadline_action > 0 ||
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expiringBankConnections.length > 0
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const allClear = !bokforRows && !granskaRows && !bevakaRows
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// The header total must equal what the section actually shows: the worklist
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// total plus expiring bank connections, which are dashboard-only (not a
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// lib/worklist category). Every count that feeds this number has a row.
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const displayTotal = total + expiringBankConnections.length
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return (
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<section aria-label={t('att_gora_title')}>
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<div className="flex items-baseline justify-between mb-4">
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<h2 className="font-display text-lg">{t('att_gora_title')}</h2>
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<p className="text-sm text-muted-foreground tabular-nums" role="status" aria-live="polite">
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{allClear ? t('all_done') : t('att_gora_left', { count: displayTotal })}
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</p>
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</div>
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<Card>
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<CardContent className="p-0">
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{allClear ? (
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<EmptyState
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icon={CheckCircle2}
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title={t('att_gora_empty_title')}
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description={t('att_gora_empty_body')}
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className="py-10"
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/>
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) : (
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<div className="pb-2">
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{bokforRows && (
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<div>
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<BandHeader>{t('band_bokfor')}</BandHeader>
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<div className="divide-y divide-border">
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{counts.book_transaction > 0 && (
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<WorklistRow
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href="/transactions"
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icon={ArrowLeftRight}
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label={t('row_book_transactions')}
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count={counts.book_transaction}
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badge={
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staleUncategorizedCount > 0 ? (
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<Badge variant="warning" className="shrink-0">
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{t('row_book_transactions_stale', { count: staleUncategorizedCount })}
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</Badge>
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) : undefined
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}
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/>
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)}
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{matches.length > 0 && (
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<div className="px-4 py-3">
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<p className="text-xs text-muted-foreground mb-2">
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{t('suggested_title')}
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</p>
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<div className="space-y-1">
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{matches.map((match) => {
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const isLeaving = leavingIds.has(match.transaction_id)
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const isConfirming = confirmingId === match.transaction_id
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return (
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<div
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key={match.transaction_id}
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className={cn(
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'flex items-center gap-3 rounded bg-secondary/40 px-3 py-2 transition-opacity duration-300',
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isLeaving && 'opacity-0',
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)}
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>
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<div className="flex-1 min-w-0">
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<p className="text-sm truncate">
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{match.transaction_description}
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<span className="text-muted-foreground tabular-nums">
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{' '}
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· {formatCurrency(
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Math.abs(match.transaction_amount),
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match.transaction_currency,
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)}
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</span>
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</p>
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<p className="text-xs text-muted-foreground mt-0.5 truncate tabular-nums">
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<ArrowRight className="inline h-3 w-3 mr-1" aria-hidden />
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{match.kind === 'invoice'
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? t('suggested_kind_invoice')
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: t('suggested_kind_supplier_invoice')}
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{match.candidate_number ? ` ${match.candidate_number}` : ''}
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{match.counterparty_name ? ` · ${match.counterparty_name}` : ''}
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{' · '}
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{formatDate(match.transaction_date)}
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</p>
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</div>
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<Link
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href={`/transactions?highlight=${match.transaction_id}`}
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aria-label={t('suggested_view')}
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title={t('suggested_view')}
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className="shrink-0 h-10 w-10 inline-flex items-center justify-center rounded text-muted-foreground hover:text-foreground hover:bg-secondary/60 transition-colors"
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>
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<Eye className="h-4 w-4" />
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</Link>
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<Button
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size="sm"
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className="shrink-0"
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disabled={!!confirmingId || isLeaving}
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onClick={() => void handleConfirmMatch(match)}
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>
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{isConfirming ? (
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<>
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<Loader2 className="h-3.5 w-3.5 mr-1.5 animate-spin" />
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{t('suggested_confirm')}
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</>
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) : (
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t('suggested_confirm')
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)}
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</Button>
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</div>
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)
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})}
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</div>
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</div>
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)}
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{counts.inbox_document > 0 && (
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<WorklistRow
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href="/e/general/invoice-inbox"
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icon={Inbox}
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label={t('row_inbox_documents')}
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detail={t('row_inbox_documents_detail')}
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count={counts.inbox_document}
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/>
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)}
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</div>
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</div>
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)}
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{granskaRows && (
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<div>
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<BandHeader>{t('band_granska')}</BandHeader>
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<div className="divide-y divide-border">
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{counts.supplier_invoice_approval > 0 && (
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<WorklistRow
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href="/supplier-invoices"
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icon={Stamp}
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label={t('row_supplier_approval')}
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count={counts.supplier_invoice_approval}
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/>
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)}
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{counts.verifikat_missing_document > 0 && (
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<WorklistRow
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href="/bookkeeping?missingUnderlag=true"
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icon={FileWarning}
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label={t('row_missing_underlag')}
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count={counts.verifikat_missing_document}
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/>
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)}
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{counts.pending_operations > 0 && (
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<WorklistRow
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href="/pending"
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icon={ShieldCheck}
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label={t('row_pending_ops')}
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count={counts.pending_operations}
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/>
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)}
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</div>
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</div>
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)}
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{bevakaRows && (
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<div>
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<BandHeader>{t('band_bevaka')}</BandHeader>
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<div className="divide-y divide-border">
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{counts.overdue_invoice > 0 && (
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<WorklistRow
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href="/invoices?status=unpaid"
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icon={Receipt}
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label={t('row_overdue_invoices')}
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count={counts.overdue_invoice}
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/>
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)}
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{counts.deadline_action > 0 && (
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<WorklistRow
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href="/deadlines"
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icon={CalendarClock}
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label={t('row_deadlines')}
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count={counts.deadline_action}
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/>
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)}
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{expiringBankConnections.length > 0 && (
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<WorklistRow
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href="/settings/banking"
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icon={Landmark}
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label={t('bank_consent_expiring')}
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detail={
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expiringBankConnections[0].days_left === 1
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? t('bank_consent_detail_one', {
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bank: expiringBankConnections[0].bank_name,
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days: expiringBankConnections[0].days_left,
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})
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: t('bank_consent_detail_other', {
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bank: expiringBankConnections[0].bank_name,
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days: expiringBankConnections[0].days_left,
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})
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}
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count={expiringBankConnections.length}
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/>
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)}
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</div>
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</div>
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)}
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</div>
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)}
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</CardContent>
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</Card>
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</section>
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)
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}
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