c897a906df
* 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>
531 lines
20 KiB
TypeScript
531 lines
20 KiB
TypeScript
'use client'
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import { useState } from 'react'
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import { useTranslations } from 'next-intl'
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import Link from 'next/link'
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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 { DataListEmpty } from '@/components/ui/data-list'
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import { SegmentedControl } from '@/components/ui/segmented-control'
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import { TH_CLASS, TD_CLASS, QUIET_LINK_CLASS } from '@/components/ui/dry-table'
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import {
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DropdownMenu,
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DropdownMenuTrigger,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuSeparator,
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} from '@/components/ui/dropdown-menu'
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import { cn, formatCurrency, formatDate } from '@/lib/utils'
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import { isImportedTransaction } from '@/lib/transactions/origin'
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import { getCategoryDisplayName } from '@/lib/tax/expense-warnings'
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import {
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ArrowLeftRight,
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FileText,
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Landmark,
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Link2,
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FileSearch,
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Loader2,
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MoreHorizontal,
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Paperclip,
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Trash2,
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} from 'lucide-react'
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import { TransactionAttachmentIndicator } from './TransactionAttachmentIndicator'
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import CorrectionAffordance from '@/components/bookkeeping/CorrectionAffordance'
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import { useCanWrite } from '@/lib/hooks/use-can-write'
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import type { JeUnderlagStatus } from '@/lib/transactions/underlag-status'
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import type { TransactionWithInvoice, HistoryFilter, SourceFilter } from './transaction-types'
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import type {
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SkattekontoTransactionWithSuggestion,
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StoredSkattekontoTransaction,
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} from '@/types/skatteverket'
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type HistoryRow =
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| { source: 'bank'; date: string; data: TransactionWithInvoice }
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| { source: 'skatteverket'; date: string; data: SkattekontoTransactionWithSuggestion }
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interface TransactionHistoryListProps {
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transactions: TransactionWithInvoice[]
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skvRows?: SkattekontoTransactionWithSuggestion[]
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/** Rows animating out during the page's 350ms removal window (delete):
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* rendered with .row-exit so the departure is visible, not a hard jump. */
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exitingIds?: Set<string>
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searchTerm?: string
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/** Page-level source chip selection (the toolbar ContextPicker on
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* /transactions, shared with the inbox mode). */
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sourceFilter: SourceFilter
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/** Underlag status per journal_entry_id (computeJeUnderlagStatus): drives
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* the per-row "Underlag"/"Underlag saknas" badges on booked rows. */
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jeUnderlagStatus?: Record<string, JeUnderlagStatus>
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onOpenMatchDialog: (transaction: TransactionWithInvoice) => void
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onOpenCategoryDialog: (transaction: TransactionWithInvoice) => void
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/** Open the attach-underlag dialog (pin an inbox doc / fresh upload). */
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onOpenAttachDocument?: (transaction: TransactionWithInvoice) => void
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/** Open the match-against-existing-voucher dialog. Unbooked rows can end up
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* here (not in the inbox) when is_business is already set, e.g. after a
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* voucher was removed without a full uncategorize; without this item such
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* rows have no path back to voucher matching. */
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onOpenMatchVoucher?: (transaction: TransactionWithInvoice) => void
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onDelete?: (id: string) => void
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onSkvBokfor?: (row: StoredSkattekontoTransaction) => void
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onSkvMatch?: (row: StoredSkattekontoTransaction) => void
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hasMore?: boolean
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isLoadingMore?: boolean
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onLoadMore?: () => void
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}
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/**
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* "Alla" view: every transaction (booked and not), rendered in the same
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* dry-table language as the inbox so the two modes read as one page.
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* Bokförd is the normal state (muted text); Ej bokförd is the exception chip.
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*/
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export default function TransactionHistoryList({
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transactions,
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skvRows = [],
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exitingIds,
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searchTerm = '',
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sourceFilter,
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jeUnderlagStatus,
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onOpenMatchDialog,
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onOpenCategoryDialog,
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onOpenAttachDocument,
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onOpenMatchVoucher,
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onDelete,
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onSkvBokfor,
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onSkvMatch,
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hasMore,
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isLoadingMore,
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onLoadMore,
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}: TransactionHistoryListProps) {
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const t = useTranslations('tx_history')
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const [filter, setFilter] = useState<HistoryFilter>('all')
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// The bank/private filter doesn't apply to SKV rows: they have no
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// is_business flag. So when the filter is 'business' or 'private' we
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// implicitly hide SKV.
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const bankFiltered = transactions.filter((tx) => {
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if (
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sourceFilter.startsWith('acct:') &&
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tx.cash_account_id !== sourceFilter.slice('acct:'.length)
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) {
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return false
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}
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if (sourceFilter === 'bank:other' && tx.cash_account_id != null) return false
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const matchesSearch = tx.description.toLowerCase().includes(searchTerm.toLowerCase())
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const matchesFilter =
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filter === 'all' ||
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(filter === 'business' && tx.is_business === true) ||
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(filter === 'private' && tx.is_business === false)
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return matchesSearch && matchesFilter
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})
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const skvFiltered = skvRows.filter((r) => {
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if (filter !== 'all') return false
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return r.transaktionstext.toLowerCase().includes(searchTerm.toLowerCase())
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})
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const merged: HistoryRow[] = []
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if (sourceFilter !== 'skatteverket') {
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for (const tx of bankFiltered) {
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merged.push({ source: 'bank', date: tx.date, data: tx })
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}
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}
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// Skattekonto rows belong to no cash account: any bank-side narrowing
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// ('bank', 'bank:other', 'acct:<id>') hides them.
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if (sourceFilter === 'all' || sourceFilter === 'skatteverket') {
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for (const r of skvFiltered) {
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merged.push({ source: 'skatteverket', date: r.transaktionsdatum, data: r })
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}
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}
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merged.sort((a, b) => {
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if (a.date !== b.date) return b.date.localeCompare(a.date)
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return a.source === 'bank' ? -1 : 1
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})
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const filtered = merged
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const FILTERS: Array<{ key: HistoryFilter; labelKey: string }> = [
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{ key: 'all', labelKey: 'filter_all' },
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{ key: 'business', labelKey: 'filter_business' },
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{ key: 'private', labelKey: 'filter_private' },
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]
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return (
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<div className="space-y-4">
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{/* Business/private seg; the source chip lives in the page toolbar. */}
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<div className="flex flex-wrap items-center gap-2">
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<SegmentedControl
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value={filter}
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onChange={setFilter}
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options={FILTERS.map(({ key, labelKey }) => ({ value: key, label: t(labelKey) }))}
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/>
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</div>
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{filtered.length === 0 ? (
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<DataListEmpty
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icon={<ArrowLeftRight className="h-6 w-6" />}
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title={t('empty_title')}
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description={searchTerm ? t('empty_search') : t('empty_filter')}
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/>
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) : (
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/* Negative margin + matching padding: keeps the columns flush with
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the page edges (mirrors the inbox table on the transactions page). */
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<div className="-mx-5 overflow-x-auto px-5 md:-mx-8 md:px-8">
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<table className="w-full border-collapse text-[13px]">
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<thead>
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<tr>
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<th className={cn(TH_CLASS, 'w-0 !p-0')} aria-hidden="true"></th>
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<th className={cn(TH_CLASS, '!pl-0')}>{t('th_date')}</th>
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<th className={cn(TH_CLASS, 'w-full')}>{t('th_description')}</th>
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<th className={cn(TH_CLASS, 'text-right')}>{t('th_amount')}</th>
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<th className={cn(TH_CLASS, 'text-right !pr-0')}>{t('th_status')}</th>
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</tr>
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</thead>
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<tbody className="stagger-enter">
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{filtered.map((item) =>
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item.source === 'bank' ? (
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<BankHistoryRow
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key={`bank-${item.data.id}`}
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transaction={item.data}
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isExiting={exitingIds?.has(item.data.id) ?? false}
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jeUnderlagStatus={jeUnderlagStatus}
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onOpenMatchDialog={onOpenMatchDialog}
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onOpenCategoryDialog={onOpenCategoryDialog}
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onOpenAttachDocument={onOpenAttachDocument}
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onOpenMatchVoucher={onOpenMatchVoucher}
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onDelete={onDelete}
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/>
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) : (
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<SkattekontoHistoryRow
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key={`skv-${item.data.id}`}
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row={item.data}
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onBokfor={onSkvBokfor}
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onMatch={onSkvMatch}
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/>
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),
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)}
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</tbody>
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</table>
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</div>
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)}
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{/* Pagination pages BANK rows: keep it reachable whenever more exist,
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even when the current page has no rows matching an acct:/bank:other
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scope (filtered.length would hide the only way to older matches),
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and drop it for the skattekonto scope where it cannot change the
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visible list. */}
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{hasMore && onLoadMore && !searchTerm && sourceFilter !== 'skatteverket' && (
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<div className="flex justify-center">
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<Button variant="outline" onClick={onLoadMore} disabled={isLoadingMore}>
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{isLoadingMore ? (
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<>
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<Loader2 className="mr-2 h-4 w-4 animate-spin" />
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{t('loading_more')}
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</>
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) : (
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t('load_more')
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)}
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</Button>
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</div>
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)}
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</div>
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)
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}
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function BankHistoryRow({
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transaction,
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isExiting = false,
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jeUnderlagStatus,
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onOpenMatchDialog,
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onOpenCategoryDialog,
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onOpenAttachDocument,
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onOpenMatchVoucher,
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onDelete,
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}: {
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transaction: TransactionWithInvoice
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isExiting?: boolean
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jeUnderlagStatus?: Record<string, JeUnderlagStatus>
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onOpenMatchDialog: (transaction: TransactionWithInvoice) => void
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onOpenCategoryDialog: (transaction: TransactionWithInvoice) => void
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onOpenAttachDocument?: (transaction: TransactionWithInvoice) => void
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onOpenMatchVoucher?: (transaction: TransactionWithInvoice) => void
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onDelete?: (id: string) => void
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}) {
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const t = useTranslations('tx_history')
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// Viewers must not see write affordances. CorrectionAffordance opens a
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// dialog that stages a storno + correction journal entry; the API path
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// already 403s for viewers but rendering the trigger creates a confusing
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// dead end.
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const { canWrite } = useCanWrite()
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const isIncome = transaction.amount > 0
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const isBooked = !!transaction.journal_entry_id
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// Only user-created rows are deletable; imported (bank sync / CSV) rows are
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// ignore-only. Mirrors the server guard in DELETE /api/transactions/[id].
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const canDelete = !isBooked && !isImportedTransaction(transaction)
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const isLinkedToInvoice = !!transaction.invoice_id
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const hasInvoiceMatch =
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!isLinkedToInvoice && !!transaction.potential_invoice && !isBooked
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// Underlag status: see computeJeUnderlagStatus. Unknown/not-yet-loaded JE
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// renders neither badge (no false "saknas" flash while the enrichment loads).
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const jeStatus = transaction.journal_entry_id
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? jeUnderlagStatus?.[transaction.journal_entry_id]
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: undefined
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const hasJeDoc = jeStatus === 'has'
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const missingUnderlag = isBooked && !transaction.document_id && jeStatus === 'missing'
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const showAttachItem = canWrite && !!onOpenAttachDocument
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// Same affordance as the inbox card: an unbooked row may need to be linked
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// to an already-booked voucher (e.g. the other leg of a transfer).
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const showMatchVoucherItem = canWrite && !isBooked && !!onOpenMatchVoucher
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const showOverflowMenu =
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hasInvoiceMatch || (canDelete && !!onDelete) || (isBooked && canWrite) || showAttachItem || showMatchVoucherItem
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const isPrivate = transaction.is_business === false
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const categoryLabel =
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transaction.is_business === true &&
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!(transaction.category === 'uncategorized' && transaction.journal_entry_id)
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? getCategoryDisplayName(transaction.category)
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: null
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return (
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<tr
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data-tx-id={transaction.id}
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className={cn(
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'group transition-colors duration-150 hover:bg-secondary/35',
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isExiting && 'row-exit',
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)}
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// .row-exit only blocks pointer input; `inert` also drops keyboard
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// focus and activation (booking, delete, the ⋯ menu) during the 350ms
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// removal window.
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inert={isExiting || undefined}
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>
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<td className={cn(TD_CLASS, 'w-0 !p-0')} aria-hidden="true"></td>
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<td className={cn(TD_CLASS, '!pl-0 whitespace-nowrap tabular-nums text-muted-foreground')}>
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{formatDate(transaction.date)}
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</td>
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<td className={cn(TD_CLASS, 'max-w-0 w-full')}>
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<span className="row-collapsible flex min-w-0 items-center gap-2">
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<span className="truncate">{transaction.description}</span>
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<TransactionAttachmentIndicator
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documentId={transaction.document_id}
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journalEntryId={transaction.journal_entry_id}
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hasJeDoc={hasJeDoc}
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missing={missingUnderlag}
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onAttach={
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showAttachItem ? () => onOpenAttachDocument!(transaction) : undefined
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}
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/>
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{categoryLabel && (
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<span className="hidden shrink-0 text-xs text-muted-foreground lg:inline">
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{categoryLabel}
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</span>
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)}
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{isLinkedToInvoice && (
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<span className="hidden shrink-0 items-center gap-1 text-xs text-muted-foreground md:inline-flex">
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<Link2 className="h-3 w-3" />
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{t('linked_to_invoice')}
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</span>
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)}
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{hasInvoiceMatch && (
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<Badge variant="secondary" className="hidden shrink-0 gap-1 font-normal md:inline-flex">
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<FileText className="h-3 w-3" />
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{t('possible_match_invoice', {
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number: transaction.potential_invoice!.invoice_number ?? '',
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})}
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</Badge>
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)}
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</span>
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</td>
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<td
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className={cn(
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TD_CLASS,
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'whitespace-nowrap text-right tabular-nums rr-mask',
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isIncome && 'text-success',
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)}
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title={
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transaction.currency !== 'SEK' && transaction.amount_sek != null
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? formatCurrency(transaction.amount_sek)
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: undefined
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}
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>
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{isIncome ? '+' : ''}
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{formatCurrency(transaction.amount, transaction.currency)}
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</td>
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<td className={cn(TD_CLASS, 'whitespace-nowrap text-right !pr-0 py-[9px]')}>
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<span className="row-collapsible inline-flex items-center justify-end gap-2">
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{isBooked ? (
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<>
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<span className="text-muted-foreground">
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{isPrivate ? t('private_badge') : t('posted')}
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</span>
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<Link
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href={`/bookkeeping/${transaction.journal_entry_id}`}
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className={QUIET_LINK_CLASS}
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>
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{t('view_voucher_short')}
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</Link>
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</>
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) : isPrivate ? (
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<span className="text-muted-foreground">{t('private_badge')}</span>
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) : (
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<>
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<Badge variant="secondary" className="font-normal">
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{t('not_posted')}
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</Badge>
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<Button
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size="sm"
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variant="outline"
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className="h-7 px-3.5 text-xs"
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onClick={() => onOpenCategoryDialog(transaction)}
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>
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{t('book')}
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</Button>
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</>
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)}
|
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{showOverflowMenu && (
|
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<DropdownMenu>
|
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<DropdownMenuTrigger asChild>
|
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{/* mr-2 tucks the button in so the dots glyph sits under
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the middle of the STATUS header, not at the page edge. */}
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<Button
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variant="ghost"
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size="icon"
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className="mr-2 h-7 w-7 text-muted-foreground hover:text-foreground"
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aria-label="Fler alternativ"
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>
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<MoreHorizontal className="h-4 w-4" />
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="end">
|
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{hasInvoiceMatch && (
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<DropdownMenuItem onSelect={() => onOpenMatchDialog(transaction)}>
|
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<FileText className="h-3.5 w-3.5" />
|
|
{t('possible_match_invoice', {
|
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number: transaction.potential_invoice!.invoice_number ?? '',
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})}
|
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</DropdownMenuItem>
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)}
|
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{showMatchVoucherItem && (
|
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<DropdownMenuItem onSelect={() => onOpenMatchVoucher!(transaction)}>
|
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<FileSearch className="h-3.5 w-3.5" />
|
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{t('match_voucher')}
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</DropdownMenuItem>
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)}
|
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{/* Attach underlag: available on both booked rows (the route
|
|
propagates the doc onto the verifikation) and unbooked. */}
|
|
{showAttachItem && (
|
|
<DropdownMenuItem onSelect={() => onOpenAttachDocument!(transaction)}>
|
|
<Paperclip className="h-3.5 w-3.5" />
|
|
{t('attach_document')}
|
|
</DropdownMenuItem>
|
|
)}
|
|
{isBooked && canWrite && transaction.journal_entry_id && (
|
|
<CorrectionAffordance journalEntryId={transaction.journal_entry_id}>
|
|
{({ open, isLoading }) => (
|
|
<DropdownMenuItem onSelect={() => open()} disabled={isLoading}>
|
|
{isLoading ? t('fetching') : t('create_correction')}
|
|
</DropdownMenuItem>
|
|
)}
|
|
</CorrectionAffordance>
|
|
)}
|
|
{canDelete && onDelete && (
|
|
<>
|
|
{(hasInvoiceMatch || showAttachItem || showMatchVoucherItem) && <DropdownMenuSeparator />}
|
|
<DropdownMenuItem
|
|
onSelect={() => onDelete(transaction.id)}
|
|
className="text-destructive focus:text-destructive"
|
|
>
|
|
<Trash2 className="h-3.5 w-3.5" />
|
|
{t('delete')}
|
|
</DropdownMenuItem>
|
|
</>
|
|
)}
|
|
</DropdownMenuContent>
|
|
</DropdownMenu>
|
|
)}
|
|
</span>
|
|
</td>
|
|
</tr>
|
|
)
|
|
}
|
|
|
|
function SkattekontoHistoryRow({
|
|
row,
|
|
onBokfor,
|
|
onMatch,
|
|
}: {
|
|
row: SkattekontoTransactionWithSuggestion
|
|
onBokfor?: (row: StoredSkattekontoTransaction) => void
|
|
onMatch?: (row: StoredSkattekontoTransaction) => void
|
|
}) {
|
|
const t = useTranslations('tx_history')
|
|
const amount = Number(row.belopp_skatteverket)
|
|
const isIncome = amount > 0
|
|
const isBooked = !!row.journal_entry_id
|
|
|
|
return (
|
|
<tr className="group transition-colors duration-150 hover:bg-secondary/35">
|
|
<td className={cn(TD_CLASS, 'w-0 !p-0')} aria-hidden="true"></td>
|
|
<td className={cn(TD_CLASS, '!pl-0 whitespace-nowrap tabular-nums text-muted-foreground')}>
|
|
{formatDate(row.transaktionsdatum)}
|
|
</td>
|
|
<td className={cn(TD_CLASS, 'max-w-0 w-full')}>
|
|
<span className="flex min-w-0 items-center gap-2">
|
|
<span className="truncate">{row.transaktionstext}</span>
|
|
<Badge variant="outline" className="h-4 shrink-0 gap-1 px-1.5 py-0 text-[10px] font-normal">
|
|
<Landmark className="h-3 w-3" />
|
|
{t('skv_badge')}
|
|
</Badge>
|
|
{!isBooked && row.match_suggestion && (
|
|
<Badge variant="warning" className="h-4 shrink-0 px-1.5 py-0 text-[10px]">
|
|
{t('possible_duplicate')}
|
|
</Badge>
|
|
)}
|
|
</span>
|
|
</td>
|
|
<td
|
|
className={cn(
|
|
TD_CLASS,
|
|
'whitespace-nowrap text-right tabular-nums rr-mask',
|
|
isIncome && 'text-success',
|
|
)}
|
|
>
|
|
{isIncome ? '+' : ''}
|
|
{formatCurrency(amount)}
|
|
</td>
|
|
<td className={cn(TD_CLASS, 'whitespace-nowrap text-right !pr-0 py-[9px]')}>
|
|
<span className="inline-flex items-center justify-end gap-2">
|
|
{isBooked ? (
|
|
<>
|
|
<span className="text-muted-foreground">{t('posted')}</span>
|
|
<Link href={`/bookkeeping/${row.journal_entry_id}`} className={QUIET_LINK_CLASS}>
|
|
{t('view_voucher_short')}
|
|
</Link>
|
|
</>
|
|
) : (
|
|
<>
|
|
<Badge variant="secondary" className="font-normal">
|
|
{t('not_posted')}
|
|
</Badge>
|
|
{onMatch && (
|
|
<Button
|
|
size="sm"
|
|
variant="outline"
|
|
className="h-7 px-3.5 text-xs"
|
|
onClick={() => onMatch(row)}
|
|
>
|
|
{row.match_suggestion ? t('link') : t('match')}
|
|
</Button>
|
|
)}
|
|
{!row.match_suggestion && onBokfor && (
|
|
<button type="button" className={QUIET_LINK_CLASS} onClick={() => onBokfor(row)}>
|
|
{t('book')}
|
|
</button>
|
|
)}
|
|
</>
|
|
)}
|
|
</span>
|
|
</td>
|
|
</tr>
|
|
)
|
|
}
|