* feat(transactions): concept shell for scene 10 (header, toolbar, footer)
- Header: title + Importera SplitButton (import guide / manual entry,
last-used mode persisted via ui_state.create_mode.transactions),
replacing the three-button row
- Toolbar in concept order: [Att bokföra/Alla seg with count chip]
[search] [Välj flera as quiet toggle] ... [source ContextPicker far
right merging the old in-list source dropdown (bank/Skatteverket)]
- Bank sync status + sync-now + Bankavstämning move to the concept's
footer status line together with the honest visible-row counter
("n att hantera")
- skv-reconnect banner and all dialogs/actions untouched
Row cards -> concept dry-table conversion follows separately.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(transactions): concept row language for the inbox cards
Rows read like the scene 10 table: date as the first tabular column,
description on one line, amount right (+income in sage), auto-detected
invoice matches as beige suggestion chips instead of primary pills,
tighter hairline rows at 13px. Every action unchanged: Bokför pill,
match/assistant/overflow menu, batch checkboxes, exit animations,
extraction status.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* refactor(transactions): de-bloat rows and chrome to match the concept
- Rows carry only the essentials: date, description, amount, Bokför and
one overflow menu. The inline match and ask-assistant icon buttons
fold into the overflow menu (all actions still one click away)
- The "n nya banktransaktioner sen ditt senaste besök" banner is removed;
the footer sync line covers it
- The Skatteverket reconnect banner becomes the one-ochre-sentence
AttnLine with an inline action (convention 6)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* refactor(ui): extract dry-table primitives into components/ui/dry-table
The concept table styles (TH/TD/VTH/VTD classes, quiet links, RowFoldout)
move out of JournalEntryList so the transaction inbox can render the exact
same table language.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(transactions): Synka bank nu in the Importera menu
Extracts the per-connection sync/reconnect logic into a shared useBankSync()
hook (BankSyncNowButton keeps using it) and adds the concept's first menu row
to the Importera split button: sync all active connections, with the
last-synced age as the row description. Hidden without a connection or the
bank_sync capability; the footer button stays the gated conversion surface.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(transactions): per-account source picker with balances
The context chip becomes the concept's account chooser: always visible in
inbox mode, one row per enabled cash account (PSD2 balance annotation),
an Övriga bucket for bank rows without a registered account, and a
Skattekonto row annotated with the cached saldo. The trigger reads
'Alla källor · <sum>' where the sum covers SEK ledgers + skattekonto.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(transactions): concept dry-table for the inbox
The inbox list becomes the exact Bokforing table: borderless dry-table with
hover-revealed checkboxes and chevrons, one-line rows (date, description,
amount, quiet primary pill + overflow + foldout), and a RowFoldout expansion
carrying the row detail and the full action set as quiet links. Skattekonto
rows render as chip-marked table rows with inline actions. The 'Valj flera'
toggle and the floating batch bar are replaced by the concept bulkbar that
pops in above the table once a row is selected.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(i18n): singular form for bulkbar selection count
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(transactions): suggestion-first Bokfor flow (concept scene 10)
Bokfor on a row with a suggestion now goes straight to the compact
kontering confirm (QuickReview) showing the proposed verifikat; the full
template picker becomes the fallback and the 'Byt mall' path. Rows carry
the concept's 'Forslag: <mall>' chip (with D/K in the tooltip and the
foldout meta). The picker dialog is de-bloated: alternate paths (manuellt,
matcha, ignorera) collapse into quiet links. Modal scroll containers
(DialogContent, SlideOverBody) keep a visible scrollbar thumb: with the
app-wide auto-hide, a long dialog read as cut off at the fold.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* refactor(transactions): drop suggestion UI and foldout action links
Founder direction: no booking suggestions in the list for now (logic comes
later), and the foldout duplicated the overflow menu: the three dots are
the clearer surface. The foldout keeps row detail only (FX conversion,
original bank name, 1930/1630 hint, extraction status) and rows without
any detail no longer expand. The Skattekonto picker row drops its saldo
annotation; the Alla kallor sum covers bank ledgers only.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(transactions): dry-table for the Alla view + pill chips app-wide
The history list joins the inbox's table language: Datum, Beskrivning,
Belopp, Status columns with Bokford as muted text + Visa verifikat quiet
link (normal state) and Ej bokford as the beige exception chip with an
inline Bokfor pill; the business/private tabs become the house seg and the
KALLA header row becomes the standard chip-picker. Skattekonto rows get
the same treatment. SEK conversion moves to a tooltip (one-line rows).
Badge itself becomes the concept chip: pill radius (99px), 11.5px, quiet
padding, replacing the boxy rounded-md look the founder flagged on the
Underlag saknas badge.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* fix(ui): audit round: viewer-disabled split options, touch fallback
Regression-audit fixes: SplitButton options support disabled+disabledTitle
so viewer-gated create paths render inert with the viewer tooltip instead
of silently no-opping (wired on Ny transaktion); the history list gets its
Kopplad till faktura indicator back; dead transactionsWithMatches memo
removed; and coarse-pointer devices now always show hover-revealed
controls (checkboxes, chevrons, quiet row actions) since touch has no
hover.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
277 lines
9.1 KiB
TypeScript
277 lines
9.1 KiB
TypeScript
'use client'
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import { useEffect, useState } from 'react'
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import { useRouter } from 'next/navigation'
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import { useTranslations } from 'next-intl'
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import { Loader2, RefreshCw } from 'lucide-react'
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import { Button } from '@/components/ui/button'
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import { useToast } from '@/components/ui/use-toast'
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import { ToastAction } from '@/components/ui/toast'
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import {
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DropdownMenu,
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DropdownMenuContent,
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DropdownMenuItem,
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DropdownMenuTrigger,
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} from '@/components/ui/dropdown-menu'
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import { createClient } from '@/lib/supabase/client'
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import { notifyBankSyncUpdated } from '@/lib/transactions/bank-sync-signal'
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import { useCompany, useCapability } from '@/contexts/CompanyContext'
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import { CAPABILITY } from '@/lib/entitlements/keys'
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import { getErrorMessage as getUserErrorMessage } from '@/lib/errors/get-error-message'
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export interface BankConn {
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id: string
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bank_name: string
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status: string
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provider: string
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last_synced_at: string | null
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}
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/**
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* Shared on-demand bank sync state + actions. Powers the footer "Synka nu"
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* button below and the "Synka bank nu" row in the Importera split-button menu
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* (TransactionStatusBar). Reuses the per-connection sync endpoint that
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* BankingSettingsPanel already calls.
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*
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* Also handles dead PSD2 sessions: a connection whose consent has closed or
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* expired re-authorizes in place via `reconnect` (no disconnect needed), and a
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* sync that fails with a session expiry surfaces the same reconnect action
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* right in the error toast.
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*/
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export function useBankSync() {
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const t = useTranslations('transactions')
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const { toast } = useToast()
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const router = useRouter()
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const { company } = useCompany()
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const hasBankSync = useCapability(CAPABILITY.bank_sync)
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const [connections, setConnections] = useState<BankConn[] | null>(null)
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const [busyId, setBusyId] = useState<string | null>(null)
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useEffect(() => {
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if (!company?.id) return
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let cancelled = false
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const supabase = createClient()
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supabase
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.from('bank_connections')
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.select('id, bank_name, status, provider, last_synced_at')
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// Include expired/error so the reconnect entry point survives a reload:
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// not just active connections that can sync.
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.in('status', ['active', 'expired', 'error'])
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.eq('company_id', company.id)
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.then(({ data }) => {
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if (!cancelled) setConnections((data as BankConn[]) ?? [])
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})
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return () => {
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cancelled = true
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}
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}, [company?.id])
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// Re-authorize an existing connection in place: posts the connection_id so
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// the server reuses the same row, then hands off to the bank's consent screen.
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async function reconnect(conn: BankConn) {
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setBusyId(conn.id)
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try {
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const country = conn.provider?.split('-').pop()?.toUpperCase() || 'SE'
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const res = await fetch('/api/extensions/ext/enable-banking/connect', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({
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connection_id: conn.id,
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aspsp_name: conn.bank_name,
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aspsp_country: country,
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}),
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})
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const data = await res.json()
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if (!res.ok) throw new Error(data.error || 'Reconnect failed')
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window.location.href = data.authorization_url
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} catch (error) {
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toast({
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title: t('bank_reconnect'),
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description: error instanceof Error ? getUserErrorMessage(error) : 'Reconnect failed',
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variant: 'destructive',
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})
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setBusyId(null)
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}
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}
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async function syncConnection(conn: BankConn) {
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setBusyId(conn.id)
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try {
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const res = await fetch('/api/extensions/ext/enable-banking/sync', {
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method: 'POST',
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headers: { 'Content-Type': 'application/json' },
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body: JSON.stringify({ connection_id: conn.id }),
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})
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const data = await res.json()
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if (!res.ok) {
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// A dead PSD2 session can't be fixed by retrying: surface a one-click
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// reconnect in the toast instead of a dead-end error.
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if (data?.reauth_required) {
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toast({
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title: t('bank_sync_session_expired'),
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description: t('bank_sync_session_expired_desc'),
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variant: 'destructive',
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action: (
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<ToastAction altText={t('bank_reconnect')} onClick={() => reconnect(conn)}>
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{t('bank_reconnect')}
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</ToastAction>
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),
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})
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// Reflect the now-expired status so the button flips to reconnect.
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setConnections((prev) =>
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(prev ?? []).map((c) => (c.id === conn.id ? { ...c, status: 'expired' } : c))
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)
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return
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}
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throw new Error(data.error || 'Sync failed')
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}
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toast({
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title: t('bank_sync_button_now'),
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description: data.imported === 1
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? t('bank_sync_new_since_last_visit_one')
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: t('bank_sync_new_since_last_visit_many', { count: data.imported ?? 0 }),
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})
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// Tell the neighbouring status chip to refetch so it doesn't keep showing
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// the pre-sync "synced Nd ago" until a hard reload.
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notifyBankSyncUpdated()
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router.refresh()
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} catch (error) {
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toast({
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title: t('bank_sync_button_now'),
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description: error instanceof Error ? getUserErrorMessage(error) : 'Sync failed',
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variant: 'destructive',
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})
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} finally {
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setBusyId((prev) => (prev === conn.id ? null : prev))
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}
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}
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// Active connections sync; expired/error connections reconnect.
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function runFor(conn: BankConn) {
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if (conn.status === 'active') return syncConnection(conn)
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return reconnect(conn)
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}
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// One-shot "sync everything" for the split-button menu row: syncs every
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// active connection in turn; with only dead connections it jumps straight
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// to re-authorizing the first one (a retry can't revive a closed session).
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async function syncAll() {
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const conns = connections ?? []
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const active = conns.filter((c) => c.status === 'active')
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if (active.length === 0) {
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if (conns[0]) await reconnect(conns[0])
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return
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}
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for (const conn of active) {
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await syncConnection(conn)
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}
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}
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const lastSyncedAt =
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(connections ?? [])
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.map((c) => c.last_synced_at)
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.filter((s): s is string => Boolean(s))
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.sort()
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.pop() ?? null
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return {
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connections,
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busyId,
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isBusy: busyId !== null,
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hasBankSync,
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reconnect,
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syncConnection,
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runFor,
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syncAll,
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lastSyncedAt,
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}
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}
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/**
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* On-demand "Sync now" button beside BankSyncStatusChip. If the user has
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* multiple connections, a dropdown lets them pick which one to sync/reconnect.
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*/
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export default function BankSyncNowButton() {
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const t = useTranslations('transactions')
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const { connections, isBusy, hasBankSync, runFor } = useBankSync()
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if (!connections || connections.length === 0) return null
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const syncLabel = isBusy ? t('bank_sync_button_syncing') : t('bank_sync_button_now')
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// Bank sync (and reconnect) is a paid external PSD2 call. Without the
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// capability we keep the button VISIBLE as the conversion surface but inert,
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// and surface an Uppgradera link. CSV/SIE import stays free (separate UI).
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const gateTitle = !hasBankSync ? 'Bankkoppling kräver ett abonnemang' : undefined
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const upsellNote = !hasBankSync ? (
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<span className="text-xs text-muted-foreground">
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Kräver abonnemang.{' '}
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<a href="/settings/billing" className="underline underline-offset-2">
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Uppgradera
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</a>
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</span>
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) : null
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if (connections.length === 1) {
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const conn = connections[0]
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const needsReconnect = conn.status !== 'active'
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return (
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<div className="flex items-center gap-2">
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<Button
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variant="outline"
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size="sm"
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className="h-7 gap-1.5 px-2.5 text-xs"
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disabled={isBusy || !hasBankSync}
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title={gateTitle}
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onClick={() => runFor(conn)}
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>
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{isBusy ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<RefreshCw className="h-3.5 w-3.5" />
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)}
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<span>{needsReconnect ? t('bank_reconnect') : syncLabel}</span>
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</Button>
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{upsellNote}
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</div>
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)
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}
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return (
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<div className="flex items-center gap-2">
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<DropdownMenu>
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<DropdownMenuTrigger asChild>
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<Button
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variant="outline"
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size="sm"
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className="h-7 gap-1.5 px-2.5 text-xs"
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disabled={isBusy || !hasBankSync}
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title={gateTitle}
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>
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{isBusy ? (
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<Loader2 className="h-3.5 w-3.5 animate-spin" />
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) : (
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<RefreshCw className="h-3.5 w-3.5" />
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)}
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<span>{syncLabel}</span>
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</Button>
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</DropdownMenuTrigger>
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<DropdownMenuContent align="start">
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{connections.map((conn) => (
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<DropdownMenuItem
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key={conn.id}
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disabled={isBusy}
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onSelect={() => runFor(conn)}
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>
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{conn.status === 'active'
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? conn.bank_name
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: `${conn.bank_name} · ${t('bank_reconnect')}`}
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</DropdownMenuItem>
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))}
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</DropdownMenuContent>
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</DropdownMenu>
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{upsellNote}
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</div>
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)
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}
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