Files
accounted/components/transactions/TransactionInboxCard.tsx
T
Jakob Wennberg 3e7fa45ed6 feat: transaction categorization UX improvements and description matching
Add journal entry preview, human-readable account names, auto-apply VAT,
fallback template suggestions, example prompts, invoice match comparison,
and batch result feedback. Also includes user-description-match extension,
describe/batch-describe API routes, improved AI categorization with multi-
suggestion support, and template embedding search.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 16:02:06 +01:00

270 lines
11 KiB
TypeScript

'use client'
import { motion } from 'framer-motion'
import { Card, CardContent } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { Checkbox } from '@/components/ui/checkbox'
import { formatCurrency, formatDate } from '@/lib/utils'
import { ArrowUpRight, ArrowDownRight, FileText, Loader2, MessageSquareText } from 'lucide-react'
import { Tooltip, TooltipTrigger, TooltipContent, TooltipProvider } from '@/components/ui/info-tooltip'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import type { TransactionWithInvoice, CategorizeHandler } from './transaction-types'
import type { SuggestedCategory, SuggestedTemplate } from '@/lib/transactions/category-suggestions'
interface TransactionInboxCardProps {
transaction: TransactionWithInvoice
suggestions?: SuggestedCategory[]
templateSuggestions?: SuggestedTemplate[]
processingId: string | null
isBatchMode: boolean
isSelected: boolean
entityType?: string
onCategorize: CategorizeHandler
onMarkPrivate: (id: string) => void
onOpenMatchDialog: (transaction: TransactionWithInvoice) => void
onOpenCategoryDialog: (transaction: TransactionWithInvoice) => void
onOpenDescribe?: (transaction: TransactionWithInvoice) => void
onOpenQuickReview?: (transaction: TransactionWithInvoice, suggestion: SuggestedCategory) => void
onToggleSelect: (id: string) => void
onAnimationComplete?: (id: string) => void
}
export default function TransactionInboxCard({
transaction,
suggestions,
templateSuggestions,
processingId,
isBatchMode,
isSelected,
entityType = 'enskild_firma',
onCategorize,
onMarkPrivate,
onOpenMatchDialog,
onOpenCategoryDialog,
onOpenDescribe,
onOpenQuickReview,
onToggleSelect,
onAnimationComplete,
}: TransactionInboxCardProps) {
const isProcessing = processingId === transaction.id
const isDisabled = processingId !== null && processingId !== transaction.id
const isIncome = transaction.amount > 0
const hasInvoiceMatch = !!transaction.potential_invoice && !transaction.invoice_id
const topSuggestion = suggestions?.[0]
const isUncategorized = transaction.is_business === null && !transaction.journal_entry_id
const showCheckbox = isBatchMode && isUncategorized
const hasWeakSuggestions = !topSuggestion || topSuggestion.confidence < 0.55
const showTemplateFallback = hasWeakSuggestions && templateSuggestions && templateSuggestions.length > 0
function handleSuggestionClick(suggestion: SuggestedCategory) {
if (onOpenQuickReview) {
onOpenQuickReview(transaction, suggestion)
} else {
onCategorize(transaction.id, true, suggestion.category)
}
}
return (
<motion.div
layout
initial={{ opacity: 1, height: 'auto' }}
exit={{ opacity: 0, height: 0, marginBottom: 0 }}
transition={{ duration: 0.3, ease: 'easeInOut' }}
onAnimationComplete={(definition) => {
// Only call on exit animation
if (typeof definition === 'object' && 'opacity' in definition && definition.opacity === 0) {
onAnimationComplete?.(transaction.id)
}
}}
>
<Card
className={`transition-colors ${
hasInvoiceMatch ? 'border-blue-500/50' : 'border-warning/50'
} ${isSelected ? 'border-primary bg-primary/[0.02]' : ''} ${
isDisabled ? 'opacity-50' : ''
}`}
onClick={showCheckbox ? () => onToggleSelect(transaction.id) : undefined}
>
<CardContent className="py-4">
<div className="flex items-start justify-between gap-4">
{/* Left: checkbox + icon + info */}
<div className="flex items-start gap-3 min-w-0 flex-1">
{showCheckbox && (
<Checkbox
checked={isSelected}
onCheckedChange={() => onToggleSelect(transaction.id)}
onClick={(e) => e.stopPropagation()}
className="mt-1"
/>
)}
<div
className={`h-10 w-10 rounded-full flex items-center justify-center flex-shrink-0 ${
isIncome
? 'bg-success/10 text-success'
: 'bg-destructive/10 text-destructive'
}`}
>
{isIncome ? (
<ArrowUpRight className="h-5 w-5" />
) : (
<ArrowDownRight className="h-5 w-5" />
)}
</div>
<div className="min-w-0">
<p className="font-medium truncate">{transaction.description}</p>
<p className="text-sm text-muted-foreground">{formatDate(transaction.date)}</p>
</div>
</div>
{/* Right: amount */}
<div className="text-right flex-shrink-0">
<p className={`font-medium ${isIncome ? 'text-success' : ''}`}>
{isIncome ? '+' : ''}
{formatCurrency(transaction.amount, transaction.currency)}
</p>
{transaction.currency !== 'SEK' && transaction.amount_sek && (
<p className="text-sm text-muted-foreground">
{formatCurrency(transaction.amount_sek)}
</p>
)}
</div>
</div>
{/* Inline action buttons - only shown when not in batch mode */}
{!isBatchMode && (
<div className="flex flex-wrap items-center gap-2 mt-3 pt-3 border-t">
{/* Primary action: invoice match or top suggestion */}
{hasInvoiceMatch ? (
<Button
size="sm"
variant="default"
className="h-8 text-xs"
onClick={() => onOpenMatchDialog(transaction)}
disabled={isProcessing || isDisabled}
>
{isProcessing ? (
<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
) : (
<FileText className="mr-1.5 h-3 w-3" />
)}
Matcha Faktura {transaction.potential_invoice!.invoice_number}
</Button>
) : topSuggestion ? (
<Button
size="sm"
variant="default"
className="h-8 text-xs"
onClick={() => handleSuggestionClick(topSuggestion)}
disabled={isProcessing || isDisabled}
>
{isProcessing ? (
<Loader2 className="mr-1.5 h-3 w-3 animate-spin" />
) : null}
{topSuggestion.label}
{topSuggestion.account && (
<span className="ml-1 text-muted-foreground font-normal">
({formatAccountWithName(topSuggestion.account)})
</span>
)}
{topSuggestion.confidence >= 0.8 && (
<Badge variant="secondary" className="ml-1.5 text-[10px] px-1 py-0">
{Math.round(topSuggestion.confidence * 100)}%
</Badge>
)}
</Button>
) : null}
{/* Secondary suggestions (up to 1 more) */}
{!hasInvoiceMatch && suggestions && suggestions.length > 1 && (
<Button
size="sm"
variant="outline"
className="h-8 text-xs"
onClick={() => handleSuggestionClick(suggestions[1])}
disabled={isProcessing || isDisabled}
>
{suggestions[1].label}
{suggestions[1].account && (
<span className="ml-1 text-muted-foreground font-normal">
({formatAccountWithName(suggestions[1].account)})
</span>
)}
</Button>
)}
{/* Fallback templates when no strong suggestion */}
{showTemplateFallback && !hasInvoiceMatch && (
<>
<span className="text-[10px] text-muted-foreground">Osaker? Prova:</span>
{templateSuggestions!.slice(0, 3).map((tmpl) => (
<Button
key={tmpl.template_id}
size="sm"
variant="outline"
className="h-8 text-xs border-dashed"
onClick={() => onOpenDescribe?.(transaction)}
disabled={isProcessing || isDisabled}
>
{tmpl.name_sv}
</Button>
))}
</>
)}
{/* Private button */}
<TooltipProvider delayDuration={300}>
<Tooltip>
<TooltipTrigger asChild>
<Button
size="sm"
variant="ghost"
className="h-8 text-xs text-muted-foreground"
onClick={() => onMarkPrivate(transaction.id)}
disabled={isProcessing || isDisabled}
>
Privat
</Button>
</TooltipTrigger>
<TooltipContent side="top" className="max-w-[260px]">
<p className="text-sm leading-relaxed">
{entityType === 'aktiebolag'
? 'Privat utgift med företagets kort \u2014 bokförs som skuld till ägaren (konto 2893)'
: 'Privat uttag \u2014 bokförs mot konto 2013 (Övriga egna uttag)'}
</p>
</TooltipContent>
</Tooltip>
</TooltipProvider>
{/* Describe transaction */}
{onOpenDescribe && (
<Button
size="sm"
variant="outline"
className="h-8 text-xs"
onClick={() => onOpenDescribe(transaction)}
disabled={isProcessing || isDisabled}
>
<MessageSquareText className="mr-1.5 h-3 w-3" />
Beskriv...
</Button>
)}
{/* Open category dialog */}
<Button
size="sm"
variant={!hasInvoiceMatch && !topSuggestion ? 'default' : 'outline'}
className="h-8 text-xs"
onClick={() => onOpenCategoryDialog(transaction)}
disabled={isProcessing || isDisabled}
>
{!hasInvoiceMatch && !topSuggestion ? 'Bokför' : 'Bokför manuellt...'}
</Button>
</div>
)}
</CardContent>
</Card>
</motion.div>
)
}