Files
accounted/components/transactions/SwipeCategorizationView.tsx
T
Jakob Wennberg a7be1aab17 feat: comprehensive UI design audit and normalization (#28)
* feat: import system improvements, INK2 fix, and Swedish text corrections

- SIE parser: Windows-1252 and CP437 encoding detection and decoding
- Bank file parser: add Nordea Business (Företag) CSV format
- Bank file parser: improve format detection for SEB, Länsförsäkringar, generic CSV
- INK2 engine: calculate årets resultat (7222) from income statement for open fiscal years
- Dashboard: parallel Supabase queries, simplified dashboard page
- Fix Swedish characters (å, ä, ö) in BAS data descriptions, validation messages, AI consent disclosures
- Import wizard UI improvements across all steps
- Migration: add 'bas_range' match type to sie_account_mappings constraint
- Extensive new tests for SIE parser encoding and bank file parser

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: arcim migration wizard UX fixes, Sentry setup, and extension scaffolding

Arcim migration wizard improvements:
- Progress bar now excludes non-interactive steps (migrating/result)
- Fix OAuth text to match target="_blank" behavior (new tab, not redirect)
- Display month names instead of "Månad X" in preview
- Fix Swedish typo "förifylla" in no-company-info message
- Replace native checkboxes with shadcn Switch in options step
- Add ConfirmationDialog before starting migration
- Show progress percentage during migration
- Add "Nästa steg" guidance and navigation links in result step
- Add "Försök igen" button in error state (returns to options)
- Add Bokio company ID help text (GUID from URL)
- Add Fortnox integration add-on hint on connection failure

Also includes: SIE import system improvements, INK2 fixes, Swedish text
corrections, Sentry error tracking setup, and arcim-migration extension
scaffolding.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: address PR review feedback

- Fix OAuth error recovery blank page (restore provider from URL params)
- Pass real userId to MigrationWizard instead of empty string
- Remove ~50 debug console.log statements from sie-import.ts
- Fix comment referencing account 3740 → 3741

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: comprehensive UI design audit and normalization

Dashboard audit:
- Fix muted-foreground contrast (4.31:1 → 5.08:1) for WCAG AA
- Add prefers-reduced-motion media query for all animations
- Replace border-l-2 accent anti-pattern with subtle full-border colors
- Add aria-expanded to toggle buttons, role="status" to live counters
- Fix touch targets on deadline buttons (28px → 36px)
- Vary section spacing for rhythm (mb-12/mb-10/mb-8)
- Remove unused imports and dead code

Transactions audit + hardening:
- Add pagination (200 per page) with "Ladda fler" button
- Replace height animation with transform-only exit animation
- Show batch progress in floating action bar during processing
- Fix batch bar mobile overlap (bottom-20 on mobile)
- Replace clickable badges with proper button elements
- Add safe area padding to fullscreen swipe view
- Add response.ok check to suggestion fetch
- Add truncation to invoice number buttons

Invoicing audit:
- Remove border-l-4 accent pattern from invoice cards
- Replace string concatenation with cn() utility

Systemic sweep (34 files):
- All page headings: font-bold → font-display font-medium (Fraunces)
- All stat numbers: font-bold → font-display font-medium tabular-nums
- All hard-coded blue/amber/emerald colors → design tokens
- Remove all dark mode overrides (tokens handle automatically)
- Tint pure white card background to 99%

Design context added to CLAUDE.md with brand personality,
aesthetic direction, and 5 design principles.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: bookkeeping flow audit — design system, accessibility, UX

- Replace raw <select> with shadcn Select component (JournalEntryForm)
- Add confirmation dialog for account deletion (ChartOfAccountsManager)
- Remove console.error from production code (JournalEntryList, JournalEntryForm)
- Fix contradictory h-7/min-h-[44px] button sizing → h-10 (ChartOfAccountsManager)
- Increase BAS catalog "Lägg till" touch target h-7 → h-9
- Improve loading state with spinner (JournalEntryList)
- Improve empty state with icon, description, and guidance (JournalEntryList)
- Add response.ok check on journal entry fetch
- Add aria-expanded to entry expand buttons
- Add tabular-nums to desktop debit/credit columns

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: onboarding and empty state improvements

Onboarding:
- Replace font-serif with font-display (Fraunces) for brand consistency
- Remove console.error calls from production code

Empty states:
- Fix broken /transactions/new link in EmptyTransactions (route doesn't exist)
- Add actionHref fallback to EmptyCustomers when no onAction prop provided
- Improve EmptyTransactions description copy

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: clarify Swedish UX copy — terminology, errors, descriptions

Terminology consistency:
- "Försenad" → "Förfallen" for overdue invoices (customers/[id])
- "bokföringsorder" → actionable description in bookkeeping page
- "verifikation har bifogats" → "underlag har bifogats" in doc warning
- "Fortsätt ändå" → "Bokför utan underlag" (specific action)

Error messages — replace generic "Fel" + "Något gick fel" with specific:
- "Något gick fel vid bokföring" → "Transaktionen kunde inte bokföras"
- "Något gick fel vid matchning" → "Transaktionen kunde inte matchas"
- "Kunde inte hämta X" → "Kunde inte ladda X" + recovery hint
- Add "Försök igen" guidance to all error toasts

Page descriptions — replace redundant with actionable:
- Invoices: "Skapa och hantera" → "Skicka, följ betalningar, skapa kreditnotor"
- Bookkeeping: list of features → actionable description

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: design critique — dashboard affordance, reports description

Dashboard:
- Add ChevronRight indicator to clickable summary cards
  (Att få betalt, Koppla bank) to distinguish from static cards
- Add cursor-pointer to linked cards

Reports:
- Replace feature list description with actionable guidance
  "Huvudbok, grundbok..." → "Generera skattedeklarationer..."

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace generic "Fel" error toasts with specific messages

Deadlines: 5 generic "Fel" → specific per-action titles
  (create, toggle, edit, delete, load)
Expenses detail: 5 generic "Fel" → specific per-action titles
  (load, approve, pay, credit, delete)
Expenses new: 3 generic "Fel" → instructional validation messages
  (supplier name, supplier selection, invoice number)
Customers: 1 generic "Fel" → specific load error with recovery hint

All error toasts now follow pattern:
  title = what failed, description = how to recover

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: replace all remaining generic "Fel" error toasts (37 instances)

Systematic sweep across 12 dashboard pages replacing generic
title: 'Fel' with context-specific error titles:

- Load errors: "Kunde inte ladda [resurs]"
- Action errors: "[Åtgärd] misslyckades"
- Validation: "[Fält] saknas"

Every error toast now tells the user what failed without needing
to read the description. Recovery hints added where missing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: import flow — normalize stat typography, remove console.warn

- Replace font-bold with font-display font-medium on 13 stat numbers
  across SIEPreviewStep, BankFilePreviewStep, BankFileConfirmStep,
  ImportResultStep (missed by systemic sweep since these are in
  components/import/, not app/(dashboard)/)
- Add tabular-nums to stat numbers displaying counts/currency
- Remove console.warn in ArcimMigrationWorkspace

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: final cleanup — console statements, remaining font-bold stats

Remove production console statements:
- Step1EntityType: remove debug console.warn (dead code after onNext)
- TransactionBookingDialog: remove console.error on doc link failure
- JournalEntryAttachments: remove 3 console.error calls

Normalize remaining font-bold stat displays:
- SwipeCategorizationView: 3 instances (completion, amount displays)
- NEDeclarationView: yearly result heading + value

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

* fix: address Greptile review feedback

loadMoreTransactions: add inbox item enrichment matching fetchTransactions
- Paginated transactions now fetch invoice_inbox_items in parallel
- Fixes missing document indicator, template suggestions, and inbox
  match card for transactions loaded via "Ladda fler"

fetchAllPages: add maxPages guard (default 500) to prevent infinite loop
- If Arcim gateway returns hasMore:true indefinitely, the loop now
  exits after 500 pages instead of running forever

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-14 14:48:40 +01:00

904 lines
35 KiB
TypeScript

'use client'
import { useState, useCallback, useEffect } from 'react'
import { motion, useMotionValue, useTransform, AnimatePresence, type PanInfo } from 'framer-motion'
import { Card, CardContent, CardHeader } from '@/components/ui/card'
import { Button } from '@/components/ui/button'
import { Badge } from '@/components/ui/badge'
import { useToast } from '@/components/ui/use-toast'
import VatTreatmentSelect from './VatTreatmentSelect'
import { formatCurrency, formatDate } from '@/lib/utils'
import { checkExpenseWarnings } from '@/lib/tax/expense-warnings'
import { getDefaultAccountForCategory, getDefaultVatTreatmentForCategory } from '@/lib/bookkeeping/category-mapping'
import { getTemplateById, type BookingTemplate } from '@/lib/bookkeeping/booking-templates'
import TemplatePicker from './TemplatePicker'
import JournalEntryPreview from './JournalEntryPreview'
import AccountCombobox from '@/components/bookkeeping/AccountCombobox'
import DocumentUploadZone from '@/components/bookkeeping/DocumentUploadZone'
import type { UploadedFile } from '@/components/bookkeeping/DocumentUploadZone'
import { X, ArrowLeft, ArrowRight, Building, AlertTriangle, Check, FileText, Link2, Receipt as ReceiptIcon, SkipForward, Paperclip, ChevronDown, ChevronUp, MessageSquareText } from 'lucide-react'
import DescribeTransactionDialog from './DescribeTransactionDialog'
import { formatAccountWithName } from '@/lib/bookkeeping/client-account-names'
import type { TransactionCategory, VatTreatment, BASAccount, EntityType } from '@/types'
import type { SuggestedCategory, SuggestedTemplate } from '@/lib/transactions/category-suggestions'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
import type { TransactionWithInvoice, CategorizeHandler, MatchInvoiceHandler } from './transaction-types'
import { EXPENSE_CATEGORIES, INCOME_CATEGORIES, VAT_TREATMENT_OPTIONS } from './transaction-types'
interface SwipeCategorizationViewProps {
transactions: TransactionWithInvoice[]
suggestions?: Record<string, SuggestedCategory[]>
templateSuggestions?: Record<string, SuggestedTemplate[]>
onCategorize: CategorizeHandler
onMatchInvoice?: MatchInvoiceHandler
onClose: () => void
entityType?: EntityType
}
const expenseCategories = EXPENSE_CATEGORIES
const incomeCategories = INCOME_CATEGORIES
export default function SwipeCategorizationView({
transactions,
suggestions,
templateSuggestions,
onCategorize,
onMatchInvoice,
onClose,
entityType,
}: SwipeCategorizationViewProps) {
const { toast } = useToast()
const [currentIndex, setCurrentIndex] = useState(0)
const [showCategorySelect, setShowCategorySelect] = useState(false)
const [isProcessing, setIsProcessing] = useState(false)
const [error, setError] = useState<string | null>(null)
// Review step state
const [showReviewStep, setShowReviewStep] = useState(false)
const [pendingCategory, setPendingCategory] = useState<TransactionCategory | null>(null)
const [accountOverride, setAccountOverride] = useState('')
const [vatTreatment, setVatTreatment] = useState<VatTreatment | 'none'>('standard_25')
const [accounts, setAccounts] = useState<BASAccount[]>([])
const [uploadedFiles, setUploadedFiles] = useState<UploadedFile[]>([])
const [showUploadZone, setShowUploadZone] = useState(false)
const [showDescribeDialog, setShowDescribeDialog] = useState(false)
const [showVatDropdown, setShowVatDropdown] = useState(false)
const [pendingTemplateId, setPendingTemplateId] = useState<string | null>(null)
const [pendingInboxItemId, setPendingInboxItemId] = useState<string | null>(null)
// Clear VAT treatment when switching to a liability/equity account (class 2)
useEffect(() => {
if (accountOverride.startsWith('2') && vatTreatment !== 'none') {
setVatTreatment('none')
}
}, [accountOverride]) // eslint-disable-line react-hooks/exhaustive-deps
// Fetch accounts on mount
useEffect(() => {
async function fetchAccounts() {
try {
const res = await fetch('/api/bookkeeping/accounts')
const data = await res.json()
if (data.accounts) {
setAccounts(data.accounts)
}
} catch {
// Non-critical, AccountCombobox will just be empty
}
}
fetchAccounts()
}, [])
const currentTransaction = transactions[currentIndex]
const warnings = currentTransaction
? checkExpenseWarnings(currentTransaction.description)
: []
const x = useMotionValue(0)
const rotate = useTransform(x, [-200, 0, 200], [-15, 0, 15])
const opacity = useTransform(x, [-200, -100, 0, 100, 200], [0.5, 1, 1, 1, 0.5])
const businessIndicatorOpacity = useTransform(x, [0, 100, 200], [0, 0.5, 1])
const skipIndicatorOpacity = useTransform(x, [-200, -100, 0], [1, 0.5, 0])
const moveToNext = useCallback(() => {
x.set(0)
if (currentIndex < transactions.length - 1) {
setCurrentIndex(currentIndex + 1)
} else {
onClose()
}
}, [x, currentIndex, transactions.length, onClose])
const handleDrag = useCallback(
(_event: MouseEvent | TouchEvent | PointerEvent, info: PanInfo) => {
if (isProcessing) return
x.set(info.offset.x)
},
[isProcessing, x]
)
const handleCategorySelect = useCallback((category: TransactionCategory) => {
// Set up review step with defaults for this category
const defaultAccount = getDefaultAccountForCategory(category)
const defaultVat = getDefaultVatTreatmentForCategory(category)
setPendingCategory(category)
setAccountOverride(defaultAccount)
setVatTreatment(defaultVat ?? 'none')
setPendingTemplateId(null)
setPendingInboxItemId(null)
setShowVatDropdown(false)
setShowCategorySelect(false)
setShowReviewStep(true)
setError(null)
}, [])
const handlePickerTemplateSelect = useCallback((template: BookingTemplate) => {
setPendingCategory(template.fallback_category)
setAccountOverride(template.debit_account)
setVatTreatment(template.vat_treatment ?? 'none')
setPendingTemplateId(template.id)
setPendingInboxItemId(null)
setShowVatDropdown(false)
setShowCategorySelect(false)
setShowReviewStep(true)
setError(null)
}, [])
const handleTemplateSelect = useCallback((templateId: string, inboxItemId?: string) => {
const template = getTemplateById(templateId)
if (!template) return
setPendingCategory(template.fallback_category)
setAccountOverride(template.debit_account)
setVatTreatment(template.vat_treatment ?? 'none')
setPendingTemplateId(templateId)
setPendingInboxItemId(inboxItemId ?? null)
setShowVatDropdown(false)
setShowCategorySelect(false)
setShowReviewStep(true)
setError(null)
}, [])
const handleDragEnd = useCallback(
async (_event: MouseEvent | TouchEvent | PointerEvent, info: PanInfo) => {
if (isProcessing || !currentTransaction) return
const mx = info.offset.x
const vx = Math.abs(info.velocity.x)
const shouldSwipe = Math.abs(mx) > 100 || vx > 500
if (shouldSwipe) {
if (mx > 0) {
// Swipe right = categorize as business
if (currentTransaction.amount < 0) {
// Show category selector for business expenses
setShowCategorySelect(true)
x.set(0)
} else {
// Income: go to review step with income_other default
handleCategorySelect('income_other')
x.set(0)
}
} else {
// Swipe left = skip
moveToNext()
}
} else {
x.set(0)
}
},
[isProcessing, currentTransaction, handleCategorySelect, x, moveToNext]
)
const resetUploadState = useCallback(() => {
setUploadedFiles([])
setShowUploadZone(false)
}, [])
const handleReviewConfirm = async () => {
if (!pendingCategory) return
setIsProcessing(true)
setError(null)
try {
const resolvedVat = vatTreatment === 'none' ? undefined : vatTreatment
const defaultAccount = getDefaultAccountForCategory(pendingCategory)
// Only send override if it differs from the default
const override = accountOverride && accountOverride !== defaultAccount
? accountOverride
: undefined
const journalEntryId = await onCategorize(
currentTransaction.id,
true,
pendingCategory,
resolvedVat,
override,
pendingTemplateId ?? undefined,
pendingInboxItemId ?? undefined
)
if (journalEntryId) {
// Link uploaded documents to the journal entry
if (uploadedFiles.length > 0) {
const filesToLink = uploadedFiles.filter((f) => f.status === 'uploaded' && f.id)
let linkFailCount = 0
for (const file of filesToLink) {
try {
await fetch(`/api/documents/${file.id}/link`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ journal_entry_id: journalEntryId }),
})
} catch {
linkFailCount++
}
}
if (linkFailCount > 0) {
toast({
title: 'Underlag kunde inte bifogas',
description: `${linkFailCount} fil(er) kunde inte länkas till verifikationen.`,
variant: 'destructive',
})
}
}
resetUploadState()
setShowReviewStep(false)
setPendingCategory(null)
setPendingTemplateId(null)
setPendingInboxItemId(null)
moveToNext()
} else {
setError('Kunde inte bokföra. Tryck "Hoppa över" för att gå vidare.')
}
} catch {
setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
} finally {
setIsProcessing(false)
}
}
const handleMatchInvoice = async () => {
if (!currentTransaction.potential_invoice || !onMatchInvoice) return
setIsProcessing(true)
setError(null)
try {
const success = await onMatchInvoice(
currentTransaction.id,
currentTransaction.potential_invoice.id
)
if (success) {
moveToNext()
} else {
setError('Kunde inte matcha faktura. Tryck "Hoppa över" för att gå vidare.')
}
} catch {
setError('Ett fel uppstod. Tryck "Hoppa över" för att gå vidare.')
} finally {
setIsProcessing(false)
}
}
const handleSkip = useCallback(() => {
setError(null)
setShowCategorySelect(false)
setShowReviewStep(false)
setPendingCategory(null)
setPendingTemplateId(null)
setPendingInboxItemId(null)
resetUploadState()
moveToNext()
}, [moveToNext, resetUploadState])
if (!currentTransaction) {
return (
<div className="fixed inset-0 bg-background z-50 flex flex-col items-center justify-center">
<div className="text-center">
<div className="h-16 w-16 rounded-full bg-success/10 flex items-center justify-center mx-auto mb-4">
<Check className="h-8 w-8 text-success" />
</div>
<h2 className="font-display text-2xl font-medium">Klart!</h2>
<p className="text-muted-foreground mt-2">
Alla transaktioner är nu bokförda
</p>
<Button onClick={onClose} className="mt-6">
Tillbaka till transaktioner
</Button>
</div>
</div>
)
}
if (showCategorySelect) {
const direction = currentTransaction.amount > 0 ? 'income' : 'expense'
const txSuggestions = templateSuggestions?.[currentTransaction.id]
return (
<div className="fixed inset-0 bg-background z-50 flex flex-col">
<div className="flex items-center justify-between p-4 border-b">
<Button variant="ghost" size="icon" onClick={() => setShowCategorySelect(false)}>
<ArrowLeft className="h-5 w-5" />
</Button>
<h1 className="font-semibold">Välj mall</h1>
<div className="w-10" />
</div>
<Card className="mx-4 mt-3">
<CardContent className="pt-4">
<p className="font-medium">{currentTransaction.description}</p>
<p className="font-display text-2xl font-medium tabular-nums mt-2">
{formatCurrency(Math.abs(currentTransaction.amount), currentTransaction.currency)}
</p>
</CardContent>
</Card>
{error && (
<div className="mx-4 mt-2 p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
{error}
</div>
)}
<div className="flex-1 overflow-hidden mt-2">
<TemplatePicker
direction={direction}
entityType={entityType}
suggestedTemplates={txSuggestions}
onSelect={handlePickerTemplateSelect}
selectedTemplateId={pendingTemplateId ?? undefined}
/>
</div>
<div className="p-4 border-t">
<Button
variant="ghost"
className="w-full text-muted-foreground"
onClick={handleSkip}
>
<SkipForward className="mr-2 h-4 w-4" />
Hoppa över
</Button>
</div>
</div>
)
}
if (showReviewStep && pendingCategory) {
const categoryLabel = [...expenseCategories, ...incomeCategories].find(
(c) => c.value === pendingCategory
)?.label || pendingCategory
const selectedTemplate = pendingTemplateId ? getTemplateById(pendingTemplateId) : null
// Auto-clear VAT when a class 2 (liability/equity) account is selected
const isLiabilityAccount = accountOverride.startsWith('2')
return (
<div className="fixed inset-0 bg-background z-50 flex flex-col">
<div className="flex items-center justify-between p-4 border-b">
<Button
variant="ghost"
size="icon"
onClick={() => {
setShowReviewStep(false)
setShowCategorySelect(true)
}}
>
<ArrowLeft className="h-5 w-5" />
</Button>
<h1 className="font-semibold">Granska bokföring</h1>
<div className="w-10" />
</div>
<div className="flex-1 overflow-auto p-4 space-y-4">
{/* Transaction summary */}
<Card>
<CardContent className="pt-4 space-y-1">
<p className="font-medium">{currentTransaction.description}</p>
<p className="text-sm text-muted-foreground">{formatDate(currentTransaction.date)}</p>
<p className="font-display text-2xl font-medium tabular-nums mt-2">
{currentTransaction.amount > 0 ? '+' : ''}
{formatCurrency(currentTransaction.amount, currentTransaction.currency)}
</p>
</CardContent>
</Card>
{/* Selected template or category */}
<div>
<label className="text-sm font-medium text-muted-foreground">
{selectedTemplate ? 'Mall' : 'Kategori'}
</label>
<div className="mt-1 flex items-center gap-2">
<Badge variant="outline" className="text-sm py-1 px-3">
{selectedTemplate ? selectedTemplate.name_sv : categoryLabel}
</Badge>
<button
type="button"
className="text-xs text-primary hover:underline"
onClick={() => {
setShowReviewStep(false)
setShowCategorySelect(true)
}}
>
Byt mall
</button>
</div>
</div>
{/* Template special rules warning */}
{selectedTemplate?.special_rules_sv && (
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2.5">
<p className="text-xs text-warning-foreground leading-snug">
{selectedTemplate.special_rules_sv}
</p>
</div>
)}
{/* Deductibility note */}
{selectedTemplate?.deductibility_note_sv && (
<div className="rounded-lg border border-primary/20 bg-primary/[0.03] px-3 py-2.5">
<p className="text-xs text-foreground leading-snug">
{selectedTemplate.deductibility_note_sv}
</p>
</div>
)}
{/* Reverse charge VAT registration warning */}
{selectedTemplate?.requires_vat_registration_data && (
<div className="rounded-lg border border-warning/30 bg-warning/[0.03] px-3 py-2.5">
<div className="flex items-start gap-2">
<AlertTriangle className="h-4 w-4 text-warning-foreground flex-shrink-0 mt-0.5" />
<p className="text-xs text-warning-foreground leading-snug">
Omvänd skattskyldighet kräver leverantörens momsregistreringsnummer och land.
</p>
</div>
</div>
)}
{/* Journal entry preview */}
<JournalEntryPreview
amount={currentTransaction.amount}
currency={currentTransaction.currency}
category={pendingCategory}
vatTreatment={isLiabilityAccount ? 'none' : vatTreatment}
accountOverride={accountOverride}
entityType={entityType}
/>
{/* Account override */}
<div>
<label className="text-sm font-medium text-muted-foreground">Konto</label>
<div className="mt-1">
<AccountCombobox
value={accountOverride}
accounts={accounts}
onChange={setAccountOverride}
/>
</div>
</div>
{/* VAT treatment */}
<div>
<label className="text-sm font-medium text-muted-foreground">Momsbehandling</label>
<div className="mt-1">
{isLiabilityAccount ? (
<p className="text-sm text-muted-foreground">
Ingen moms för skuld-/eget kapital-konton
</p>
) : showVatDropdown ? (
<VatTreatmentSelect
value={vatTreatment}
onValueChange={setVatTreatment}
/>
) : (
<p className="text-sm">
{VAT_TREATMENT_OPTIONS.find(o => o.value === vatTreatment)?.label || 'Ingen moms'}
{' '}
<button
type="button"
className="text-xs text-primary hover:underline"
onClick={() => setShowVatDropdown(true)}
>
Ändra
</button>
</p>
)}
</div>
</div>
{/* Document upload / pre-attached document */}
{pendingInboxItemId && currentTransaction.matched_inbox_item?.document_id ? (
<div className="rounded-lg border bg-success/5 border-success/30 px-3 py-2.5">
<div className="flex items-center gap-2">
<Paperclip className="h-4 w-4 text-success" />
<span className="text-sm font-medium">Underlag bifogat</span>
<Check className="h-4 w-4 text-success" />
</div>
<p className="text-xs text-muted-foreground mt-1">
Dokumentet från inkorgen länkas automatiskt till verifikationen.
</p>
</div>
) : (
<div className="rounded-lg border">
<button
type="button"
onClick={() => setShowUploadZone(!showUploadZone)}
className="flex items-center justify-between w-full px-3 py-2.5 text-sm hover:bg-muted/50 transition-colors"
>
<div className="flex items-center gap-2">
<Paperclip className="h-4 w-4 text-muted-foreground" />
<span className="font-medium">Underlag</span>
{uploadedFiles.filter((f) => f.status === 'uploaded').length > 0 && (
<span className="text-xs text-muted-foreground">
{uploadedFiles.filter((f) => f.status === 'uploaded').length} bifogade
</span>
)}
</div>
{showUploadZone ? (
<ChevronUp className="h-4 w-4 text-muted-foreground" />
) : (
<ChevronDown className="h-4 w-4 text-muted-foreground" />
)}
</button>
{showUploadZone && (
<div className="px-3 pb-3">
<DocumentUploadZone
files={uploadedFiles}
onFilesChange={setUploadedFiles}
compact
/>
</div>
)}
</div>
)}
{error && (
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
{error}
</div>
)}
</div>
{/* Actions */}
<div className="p-4 border-t space-y-2">
<Button
className="w-full"
onClick={handleReviewConfirm}
disabled={isProcessing || !accountOverride}
>
<Check className="mr-2 h-4 w-4" />
{isProcessing ? 'Bokför...' : 'Bokför'}
</Button>
<Button
variant="ghost"
className="w-full text-muted-foreground"
onClick={handleSkip}
disabled={isProcessing}
>
<SkipForward className="mr-2 h-4 w-4" />
Hoppa över
</Button>
</div>
</div>
)
}
return (
<div className="fixed inset-0 bg-background z-50 flex flex-col" style={{ paddingTop: 'env(safe-area-inset-top, 0px)', paddingBottom: 'env(safe-area-inset-bottom, 0px)' }}>
{/* Header */}
<div className="flex items-center justify-between p-4 border-b">
<Button variant="ghost" size="icon" onClick={onClose}>
<X className="h-5 w-5" />
</Button>
<div className="text-center">
<p className="text-sm text-muted-foreground">
{currentIndex + 1} av {transactions.length}
</p>
</div>
<div className="w-10" />
</div>
{/* Instructions */}
<div className="flex justify-between px-8 py-4 text-sm">
<div className="flex items-center gap-2 text-muted-foreground">
<ArrowLeft className="h-4 w-4" />
<SkipForward className="h-4 w-4" />
<span>Hoppa över</span>
</div>
<div className="flex items-center gap-2 text-muted-foreground">
<span>Bokför</span>
<Building className="h-4 w-4" />
<ArrowRight className="h-4 w-4" />
</div>
</div>
{/* Card stack */}
<div className="flex-1 flex items-center justify-center px-4 relative">
{/* Swipe indicators */}
<motion.div
className="absolute left-8 flex items-center gap-2 text-muted-foreground"
style={{ opacity: skipIndicatorOpacity }}
>
<SkipForward className="h-8 w-8" />
<span className="font-semibold">Hoppa över</span>
</motion.div>
<motion.div
className="absolute right-8 flex items-center gap-2 text-success"
style={{ opacity: businessIndicatorOpacity }}
>
<span className="font-semibold">Företag</span>
<Building className="h-8 w-8" />
</motion.div>
<AnimatePresence>
<motion.div
key={currentTransaction.id}
drag="x"
dragConstraints={{ left: 0, right: 0 }}
dragElastic={1}
onDrag={handleDrag}
onDragEnd={handleDragEnd}
style={{ x, rotate, opacity }}
className="w-full max-w-sm touch-none cursor-grab active:cursor-grabbing"
>
<Card className="shadow-lg">
<CardHeader>
<div className="flex items-center justify-between">
<Badge variant="outline">{formatDate(currentTransaction.date)}</Badge>
<div className="flex items-center gap-2">
{currentTransaction.receipt_id && (
<Badge variant="secondary" className="gap-1">
<ReceiptIcon className="h-3 w-3" />
Kvitto
</Badge>
)}
<Badge>{currentTransaction.currency}</Badge>
</div>
</div>
</CardHeader>
<CardContent className="space-y-4">
<p className="text-lg font-medium">{currentTransaction.description}</p>
<p
className={`text-3xl font-bold ${
currentTransaction.amount > 0 ? 'text-success' : ''
}`}
>
{currentTransaction.amount > 0 ? '+' : ''}
{formatCurrency(currentTransaction.amount, currentTransaction.currency)}
</p>
{/* Potential Invoice Match */}
{currentTransaction.potential_invoice && (
<div className="p-4 rounded-lg border-2 border-success/40 bg-success/5 space-y-2">
<div className="flex items-center justify-between">
<div className="flex items-center gap-2 text-success">
<FileText className="h-5 w-5" />
<span className="font-semibold text-sm">Fakturamatchning hittad</span>
</div>
<Badge variant="outline" className="text-success border-success">
Match
</Badge>
</div>
<div className="text-sm">
<p className="font-medium">
Faktura {currentTransaction.potential_invoice.invoice_number}
</p>
<p className="text-muted-foreground">
{currentTransaction.potential_invoice.customer?.name || 'Okänd kund'}
</p>
<p className="font-medium text-success">
{formatCurrency(
currentTransaction.potential_invoice.total,
currentTransaction.potential_invoice.currency
)}
</p>
</div>
</div>
)}
{/* Document Match from Inbox */}
{currentTransaction.matched_inbox_item && (
<div className="p-4 rounded-lg border-2 border-primary/40 bg-primary/5 space-y-2">
<div className="flex items-center justify-between">
<div className="flex items-center gap-2 text-primary">
<Paperclip className="h-5 w-5" />
<span className="font-semibold text-sm">
{currentTransaction.matched_inbox_item.document_type === 'receipt'
? 'Matchat kvitto'
: currentTransaction.matched_inbox_item.document_type === 'supplier_invoice'
? 'Matchad leverantörsfaktura'
: 'Matchat dokument'}
</span>
</div>
{currentTransaction.matched_inbox_item.match_confidence != null && (
<Badge variant="outline" className="text-primary border-primary">
{Math.round(currentTransaction.matched_inbox_item.match_confidence * 100)}%
</Badge>
)}
</div>
<div className="text-sm">
{(() => {
const ext = currentTransaction.matched_inbox_item.extracted_data as Record<string, unknown> | null
if (!ext) return null
const supplierName = (ext as { supplier?: { name?: string } })?.supplier?.name
const merchantName = (ext as { merchant?: { name?: string } })?.merchant?.name
const totals = ext as { totals?: { total?: number } }
return (
<>
{(supplierName || merchantName) && (
<p className="font-medium">{supplierName || merchantName}</p>
)}
{totals?.totals?.total != null && (
<p className="text-muted-foreground">
{formatCurrency(totals.totals.total)}
</p>
)}
</>
)
})()}
{currentTransaction.matched_inbox_item.suggested_template_id && (
<p className="text-xs text-primary mt-1">
Mall: {currentTransaction.matched_inbox_item.suggested_template_id}
</p>
)}
</div>
</div>
)}
{/* Warnings */}
{warnings.length > 0 && (
<div className="space-y-2 pt-4 border-t">
{warnings.map((warning, idx) => (
<div
key={idx}
className={`flex items-start gap-2 p-2 rounded text-sm ${
warning.warningLevel === 'danger'
? 'bg-destructive/10 text-destructive'
: warning.warningLevel === 'warning'
? 'bg-warning/10 text-warning-foreground'
: 'bg-muted'
}`}
>
<AlertTriangle className="h-4 w-4 flex-shrink-0 mt-0.5" />
<div>
<p className="font-medium">{warning.category}</p>
<p className="text-xs opacity-90">{warning.message}</p>
</div>
</div>
))}
</div>
)}
</CardContent>
</Card>
</motion.div>
</AnimatePresence>
</div>
{/* Action buttons */}
<div className="p-4 border-t">
<div className="flex flex-col gap-3 max-w-sm mx-auto">
{/* Error message */}
{error && (
<div className="p-3 rounded-lg bg-destructive/10 text-destructive text-sm">
{error}
</div>
)}
{/* Document template match — primary action when inbox item has a suggested template */}
{currentTransaction.matched_inbox_item?.suggested_template_id && (() => {
const inboxItem = currentTransaction.matched_inbox_item
if (!inboxItem?.suggested_template_id) return null
const tmplId = inboxItem.suggested_template_id
const template = getTemplateById(tmplId)
if (!template) return null
return (
<Button
className="w-full"
onClick={() => handleTemplateSelect(tmplId, inboxItem.id)}
disabled={isProcessing}
>
<Paperclip className="mr-2 h-4 w-4" />
Bokför som {template.name_sv}
</Button>
)
})()}
{/* Invoice match button - primary action when there's a match */}
{currentTransaction.potential_invoice && onMatchInvoice && (
<Button
className="w-full bg-success hover:bg-success/90 text-success-foreground"
onClick={handleMatchInvoice}
disabled={isProcessing}
>
<Link2 className="mr-2 h-4 w-4" />
Matcha med Faktura {currentTransaction.potential_invoice.invoice_number}
</Button>
)}
{/* Suggested categories - shown as quick-select buttons */}
{suggestions && suggestions[currentTransaction.id] && suggestions[currentTransaction.id].length > 0 && (
<div className="space-y-2">
<p className="text-xs text-muted-foreground text-center">Föreslagna kategorier</p>
<div className="grid grid-cols-2 gap-2">
{suggestions[currentTransaction.id].map((suggestion) => (
<Button
key={suggestion.category}
variant="outline"
className="h-auto py-2.5 px-3 text-left justify-start border-primary/30 hover:border-primary hover:bg-primary/5"
onClick={() => handleCategorySelect(suggestion.category)}
disabled={isProcessing}
>
<div className="flex flex-col">
<span className="text-sm font-medium">{suggestion.label}</span>
{suggestion.account && (
<span className="text-xs text-muted-foreground">{formatAccountWithName(suggestion.account)}</span>
)}
</div>
</Button>
))}
</div>
</div>
)}
{/* Describe transaction button — only when AI categorization is enabled */}
{ENABLED_EXTENSION_IDS.has('ai-categorization') && (
<Button
variant="outline"
className="w-full"
onClick={() => setShowDescribeDialog(true)}
disabled={isProcessing}
>
<MessageSquareText className="mr-2 h-4 w-4" />
Beskriv transaktion...
</Button>
)}
{/* Categorization button */}
<Button
className="w-full"
onClick={() => {
if (currentTransaction.amount < 0) {
setShowCategorySelect(true)
} else {
handleCategorySelect('income_other')
}
}}
disabled={isProcessing}
>
<Building className="mr-2 h-4 w-4" />
Bokför
</Button>
{/* Skip button - always visible */}
<Button
variant="ghost"
className="w-full text-muted-foreground"
onClick={handleSkip}
disabled={isProcessing}
>
<SkipForward className="mr-2 h-4 w-4" />
Hoppa över
</Button>
</div>
</div>
<DescribeTransactionDialog
open={showDescribeDialog}
onOpenChange={setShowDescribeDialog}
transaction={currentTransaction}
onCategorized={() => {
setShowDescribeDialog(false)
moveToNext()
}}
onBatchApplied={() => {
setShowDescribeDialog(false)
moveToNext()
}}
/>
</div>
)
}