Files
accounted/components/transactions/TransactionInboxCard.tsx
T
Jakob Wennberg be9d630347 feat(home): concept Hem with Att göra + Fortsätt (UI migration PR 11) (#1132)
* feat(home): concept scene 14: greeting + Att gora/Fortsatt panes

Hem becomes the founder-approved two-panel layout: serif time-of-day
greeting with date and company, the Att gora worklist restyled to the
concept pane (eyebrow header, h-rows with count chips, hover chevrons)
and a new Fortsatt pane listing in-progress work derived purely from
draft state (lib/worklist/resume: journal drafts, invoice drafts/unsent,
mid-lifecycle salary runs; deadline boost, cap 3, tested). A completed
flow can never render as a resume row by construction: only draft-state
rows are fetched. KPI tiles, revenue/expense cards and the deadline/tax
widgets leave the page per dev_docs/last_session_resume.md section 8,
which also prunes their fetches (journal-line YTD aggregation, unpaid
totals, deadlines): the page got faster. Banners, checklist,
build-assistant hero and the Skatteverket nudge survive.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(home): serif pane titles for Att gora and Fortsatt

Founder feedback: the uppercase eyebrow headers read as a stray font.
Both pane titles are now the Hedvig display serif (text-lg) over the
hairline, matching the page's heading language; the band headers inside
Att gora keep their small uppercase form as grouping devices.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(home): Geist pane titles for Att gora and Fortsatt

Founder call: the pane titles use the body sans (14px medium), not the
display serif.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): Geist section headers + drop stale-transactions chip

Founder feedback: pane/section headers (Att gora, Fortsatt, the reports
groups Lopande/Bokslut/Skatt & moms etc) render in Geist sentence case
instead of uppercase eyebrows or serif. The global h1-h3 display-font
rule moves into @layer base so utility classes like font-sans can
actually override it (unlayered element rules beat Tailwind's layered
utilities: this was silently eating the override). Also removes the
'N aldre an 14 dagar' chip from the Bokfora transaktioner row and its
stale-count plumbing.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(ui): continuous nav crossfade + floating slide-over entrance

The rail/full nav states now stay mounted and crossfade past each other
(the inactive layer absolute, faded, nudged sideways, inert) while the
aside width animates: the switch reads as one continuous motion instead
of a DOM swap. The detail slide-over floats in from the right edge
(slide-in-from-right-full, 300ms decelerating curve) per the concept,
with a quicker ease-in exit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): make transitions and enter/exit animations actually run

Two silent app-wide animation killers found while chasing 'the nav still
is not smooth':

1. The codebase uses the shadcn animate-in/out vocabulary everywhere but
   no animate plugin was ever installed: Tailwind v4 silently dropped
   every such class, so popovers, dialogs, menus and the slide-over all
   appeared instantly. globals.css now defines the exact subset in use
   (accEnter/accExit keyframes + var-driven utilities), plugin-free,
   composing with duration/ease via --tw-duration/--tw-ease and
   collapsing under prefers-reduced-motion. Dialog drops its
   bracket-variant slide classes (zoom+fade carries the entrance).

2. The scrollbar auto-hide block's universal '* { transition:
   scrollbar-color ... }' was unlayered, and unlayered rules beat
   Tailwind's layered transition-* utilities regardless of specificity:
   every width/margin/color transition in the app was dead. The rule now
   lives in @layer base. Verified: the aside animates 248->64 over 300ms
   and the slide-over runs accEnter at 0.3s with the decelerating curve.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(ui): finish the rr-mask session-replay masking sweep

Main's #1105 switched one amount cell from the no-op sensitive-field
class to rr-mask (rrweb's built-in text-masking class). The reskinned
tables introduced more sensitive-field cells; all 12 occurrences now use
rr-mask so financial amounts are masked in session replays.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-07-23 22:36:18 +02:00

499 lines
21 KiB
TypeScript

'use client'
import { useEffect, useState } from 'react'
import { useTranslations } from 'next-intl'
import { useDocumentExtraction } from '@/lib/hooks/use-document-extraction'
import ExtractionStatus from '@/components/ui/extraction-status'
import { Badge } from '@/components/ui/badge'
import { Button } from '@/components/ui/button'
import { Checkbox } from '@/components/ui/checkbox'
import { TD_CLASS, RowFoldout } from '@/components/ui/dry-table'
import { cn, formatCurrency, formatDate } from '@/lib/utils'
import { isImportedTransaction } from '@/lib/transactions/origin'
import {
AlertCircle,
ChevronRight,
EyeOff,
FileSearch,
Link2,
Loader2,
MessageCircle,
MoreHorizontal,
Paperclip,
Pencil,
Split,
Trash2,
} from 'lucide-react'
import {
DropdownMenu,
DropdownMenuTrigger,
DropdownMenuContent,
DropdownMenuItem,
DropdownMenuSeparator,
} from '@/components/ui/dropdown-menu'
import { ENABLED_EXTENSION_IDS } from '@/lib/extensions/_generated/enabled-extensions'
// True when the AI tier is active: gates user-facing strings that promise
// AI behavior. On the free build (document-extraction disabled) we keep the
// upload functional but drop the "AI:n läser dokumentet" promise.
const HAS_AI_EXTRACTION = ENABLED_EXTENSION_IDS.has('document-extraction')
import { TransactionAttachmentIndicator } from './TransactionAttachmentIndicator'
import { useCanWrite } from '@/lib/hooks/use-can-write'
import { useAgentSheet } from '@/components/agent/AgentSheetProvider'
import type { TransactionWithInvoice, CategorizeHandler } from './transaction-types'
interface TransactionInboxCardProps {
transaction: TransactionWithInvoice
/** When set, this bank tx looks like the bank side of a 1930↔1630
* transfer that the user will later see on /skattekonto. */
skvCounterpartDate?: string
processingId: string | null
isSelected: boolean
/** Row expansion (concept foldout): controlled by the page so only one
* row is open at a time, mirroring the verifikat list. */
isExpanded: boolean
onToggleExpand: (id: string) => void
entityType?: string
onCategorize: CategorizeHandler
/** Confirm an auto-detected invoice match (1-click shortcut). */
onOpenMatchDialog: (transaction: TransactionWithInvoice) => void
/** Open the manual picker: routes to customer or supplier picker by amount sign. */
onOpenMatchInvoicePicker: (transaction: TransactionWithInvoice) => void
/** Open the split-payment allocator (1 tx → N invoices): same direction
* detection as the single-pick picker. Optional so legacy callers stay
* source-compatible. */
onOpenSplitMatch?: (transaction: TransactionWithInvoice) => void
/** Open the existing-verifikat matcher: link the bank tx to an already-booked
* voucher (salary, Fortnox import, manual entry) with no new bokföring. */
onOpenMatchVoucher?: (transaction: TransactionWithInvoice) => void
/** Open the attach-underlag dialog: pin an inbox document or a fresh upload
* to the transaction (the tx→doc mirror of the Documents view's matcher). */
onOpenAttachDocument?: (transaction: TransactionWithInvoice) => void
onOpenCategoryDialog: (transaction: TransactionWithInvoice) => void
onDelete?: (id: string) => void
/** Mark the transaction as ignored so it leaves the inbox without a journal entry. */
onIgnore?: (transaction: TransactionWithInvoice) => void
/** Open the edit-title dialog. Only wired for editable (unbooked/unmatched) rows. */
onEditTitle?: (transaction: TransactionWithInvoice) => void
onToggleSelect: (id: string) => void
}
/**
* A bank transaction in the inbox, rendered as a dry-table row pair (concept
* scene 10): main row with hover checkbox/chevron and the primary action as a
* quiet pill, plus a foldout with the row's detail and full action set. The
* ⋯ overflow menu stays on the row for one-click access to the same actions.
*/
export default function TransactionInboxCard({
transaction,
skvCounterpartDate,
processingId,
isSelected,
isExpanded,
onToggleExpand,
onOpenMatchDialog,
onOpenMatchInvoicePicker,
onOpenSplitMatch,
onOpenMatchVoucher,
onOpenAttachDocument,
onOpenCategoryDialog,
onDelete,
onIgnore,
onEditTitle,
onToggleSelect,
}: TransactionInboxCardProps) {
const t = useTranslations('tx_inbox_card')
// Attaching underlag is a write: hide the affordance from viewers so they
// don't dead-end on a 403 (mirrors the gate in TransactionHistoryList).
const { canWrite } = useCanWrite()
// The transaction-side entry point to the assistant ("Lena"). openAgentSheet
// hands this specific bank line to the transaction.categorization intent:
// the mirror of "Fråga assistenten" in Dokumentinkorgen, so the user can
// start a booking with the agent from the inbox they actually live in.
const { openAgentSheet, identity } = useAgentSheet()
const isProcessing = processingId === transaction.id
const isDisabled = processingId !== null && processingId !== transaction.id
const isIncome = transaction.amount > 0
// Optimistic override: flips the indicator to "attached" as soon as the
// upload POST succeeds, without waiting for the parent to refetch. The
// next parent refresh will sync; in the meantime the user sees the
// correct visual state immediately. Same hook handles agent-chat uploads
// via the Accounted:transaction-document-linked window event (AgentChat
// dispatches it after /api/agent/upload returns).
const [optimisticDocumentId, setOptimisticDocumentId] = useState<string | null>(null)
useEffect(() => {
function onLinked(e: Event) {
const detail = (e as CustomEvent<{ transaction_id?: string; document_id?: string }>).detail
if (!detail || detail.transaction_id !== transaction.id || !detail.document_id) return
setOptimisticDocumentId(detail.document_id)
}
window.addEventListener('Accounted:transaction-document-linked', onLinked)
return () => window.removeEventListener('Accounted:transaction-document-linked', onLinked)
}, [transaction.id])
const attachedDocumentId =
optimisticDocumentId ?? (transaction as { document_id?: string | null }).document_id ?? null
// Only poll extraction status for documents the user attached during THIS
// session. Pre-existing attached docs from prior sessions wouldn't change
// status during this view, and polling them would be wasted requests.
// Gated on HAS_AI_EXTRACTION so the free tier doesn't poll an endpoint
// whose pipeline never runs.
const extraction = useDocumentExtraction(
HAS_AI_EXTRACTION ? optimisticDocumentId : null,
)
const hasInvoiceMatch = !!transaction.potential_invoice && !transaction.invoice_id
const hasSupplierInvoiceMatch =
!!transaction.potential_supplier_invoice && !transaction.supplier_invoice_id
const isUncategorized = transaction.is_business === null && !transaction.journal_entry_id
const selectable = isUncategorized && canWrite
// Unbooked rows are still actionable (match, split, edit, categorize): that
// includes imported bank rows, which are the whole point of the inbox.
const isUnbooked = !transaction.journal_entry_id
// "Fråga [namn]" hands the row to the assistant for categorization/booking.
// Only on unbooked rows (nothing to categorize once it's a verifikat) and
// only after the user has built their agent in /onboarding/agent
// (identity.isVerified): same gate as the FAB / AgentSparkleButton.
const assistantName = identity.displayName?.trim() || 'min assistent'
const showAskAssistant = isUnbooked && identity.isVerified
// ...but only rows the USER created in the app may be deleted. Imported rows
// (bank sync / CSV) are ignore-only: mirrors the server guard in
// DELETE /api/transactions/[id]. See lib/transactions/origin.ts.
const canDelete = isUnbooked && !isImportedTransaction(transaction)
// Title is editable only on a mutable staging row: not booked and not
// confirmed-matched. Mirrors the server-side gate in PATCH /api/transactions/[id].
const isTitleEditable =
!transaction.journal_entry_id && !transaction.invoice_id && !transaction.supplier_invoice_id
const originalName = transaction.original_description
const matchLabel = hasInvoiceMatch
? t('match_invoice_btn', { number: transaction.potential_invoice!.invoice_number ?? '' })
: hasSupplierInvoiceMatch
? t('match_supplier_invoice_btn', {
number: transaction.potential_supplier_invoice!.supplier_invoice_number ?? '',
})
: null
// Primary action: invoice/supplier-invoice match keeps the 1-click
// shortcut; otherwise the user opens the template picker. Rendered as the
// row-level quiet pill AND as the foldout's leading pill.
const runPrimary = () => {
if (matchLabel) onOpenMatchDialog(transaction)
else onOpenCategoryDialog(transaction)
}
const primaryLabel = matchLabel ?? 'Bokför'
// Manual invoice-match affordance. Hidden once an auto-detected match is
// already shown as the primary button: having both makes the row noisy.
const showInvoiceMatchButton =
isUnbooked && !hasInvoiceMatch && !hasSupplierInvoiceMatch
const invoiceMatchLabel = isIncome
? 'Matcha mot kundfaktura'
: 'Matcha mot leverantörsfaktura'
const splitMatchLabel = isIncome
? 'Dela inbetalningen på flera fakturor'
: 'Dela utbetalningen på flera leverantörsfakturor'
// Secondary row actions live twice, deliberately: as quiet links in the
// foldout (concept vact) and in the row's ⋯ overflow menu for one-click use.
// "Matcha mot befintlig verifikation": link to an already-booked voucher.
// Available on any unbooked row (income or expense), independent of whether an
// invoice match was auto-detected: the user may want to point the bank line at
// an existing salary/Fortnox/manual voucher instead of confirming a payment.
const showMatchVoucherItem = isUnbooked && !!onOpenMatchVoucher
// "Matcha mot underlag": pin an inbox doc / fresh upload to the tx. The
// tx→doc mirror of the Documents view's "Matcha mot transaktion".
const showAttachDocumentItem = isUnbooked && canWrite && !!onOpenAttachDocument
const showSplitItem = showInvoiceMatchButton && !!onOpenSplitMatch
const showEditItem = isTitleEditable && !!onEditTitle
const showIgnoreItem = isUnbooked && isImportedTransaction(transaction) && !!onIgnore
const showDeleteItem = canDelete && !!onDelete
const showOverflowMenu =
showInvoiceMatchButton || showAskAssistant || showMatchVoucherItem || showAttachDocumentItem || showSplitItem || showEditItem || showIgnoreItem || showDeleteItem
const askAssistant = () =>
openAgentSheet({
intentId: 'transaction.categorization',
intentArgs: { transaction_id: transaction.id },
contextRef: `transaction:${transaction.id}`,
})
// The foldout carries row detail only (actions live on the row: pill + ⋯).
// Rows with nothing to show don't expand at all; once bank-tx metadata
// classification lands (see the transactions-metadata issue) every imported
// row will have foldout content again.
const hasFoldoutContent =
(transaction.currency !== 'SEK' && transaction.amount_sek != null) ||
Boolean(transaction.title_edited_at && originalName) ||
Boolean(skvCounterpartDate) ||
(HAS_AI_EXTRACTION && (extraction.status === 'running' || extraction.status === 'failed'))
const canExpand = hasFoldoutContent
const expanded = isExpanded && canExpand
return (
<>
<tr
data-tx-id={transaction.id}
className={cn(
'group transition-colors duration-150',
canExpand && 'cursor-pointer',
expanded ? 'bg-secondary/25' : 'hover:bg-secondary/35',
isSelected && 'bg-secondary/40',
isDisabled && 'opacity-50',
)}
role={canExpand ? 'button' : undefined}
tabIndex={canExpand ? 0 : undefined}
aria-expanded={canExpand ? expanded : undefined}
onClick={canExpand ? () => onToggleExpand(transaction.id) : undefined}
onKeyDown={
canExpand
? (e) => {
if (e.key === 'Enter' || e.key === ' ') {
e.preventDefault()
onToggleExpand(transaction.id)
}
}
: undefined
}
>
{/* Hover-revealed selection checkbox (concept .cb) */}
<td
className={cn(TD_CLASS, 'w-[26px] !pl-1 py-[9px]')}
onClick={(e) => e.stopPropagation()}
>
{selectable && (
<Checkbox
checked={isSelected}
onCheckedChange={() => onToggleSelect(transaction.id)}
aria-label="Välj transaktion"
className={cn(
'transition-opacity duration-150',
isSelected
? 'opacity-100'
: 'opacity-0 group-hover:opacity-100 focus-visible:opacity-100',
)}
/>
)}
</td>
<td className={cn(TD_CLASS, 'whitespace-nowrap tabular-nums text-muted-foreground')}>
{formatDate(transaction.date)}
</td>
<td className={cn(TD_CLASS, 'max-w-0 w-full')}>
<span className="flex min-w-0 items-center gap-2">
<span className="truncate">{transaction.description}</span>
<TransactionAttachmentIndicator documentId={attachedDocumentId} />
{transaction.title_edited_at && (
<span
className="shrink-0 text-xs text-muted-foreground"
title={originalName ? t('original_name_tooltip', { name: originalName }) : undefined}
>
{t('edited_badge')}
</span>
)}
{skvCounterpartDate && (
<Badge variant="warning" className="h-4 shrink-0 gap-1 px-1.5 py-0 text-[10px]">
<AlertCircle className="h-3 w-3" />
Möjlig 19301630
</Badge>
)}
</span>
</td>
<td
className={cn(
TD_CLASS,
'whitespace-nowrap text-right tabular-nums rr-mask',
isIncome && 'text-success',
)}
>
{isIncome ? '+' : ''}
{formatCurrency(transaction.amount, transaction.currency)}
</td>
<td className={cn(TD_CLASS, 'whitespace-nowrap text-right py-[9px]')}>
<span className="inline-flex items-center justify-end gap-2">
<Button
size="sm"
variant="outline"
className="h-7 px-3.5 text-xs"
onClick={(e) => {
e.stopPropagation()
runPrimary()
}}
disabled={isProcessing || isDisabled}
>
{isProcessing && <Loader2 className="mr-1.5 h-3 w-3 animate-spin" />}
{primaryLabel}
</Button>
{showOverflowMenu && (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button
variant="ghost"
size="icon"
className="h-7 w-7 text-muted-foreground hover:text-foreground"
onClick={(e) => e.stopPropagation()}
aria-label={t('more_actions_aria')}
title={t('more_actions_aria')}
disabled={isProcessing || isDisabled}
>
<MoreHorizontal className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end" className="min-w-[14rem]">
{showInvoiceMatchButton && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
onOpenMatchInvoicePicker(transaction)
}}
>
<Link2 className="h-4 w-4" />
{invoiceMatchLabel}
</DropdownMenuItem>
)}
{showAskAssistant && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
askAssistant()
}}
>
<MessageCircle className="h-4 w-4" />
{`Fråga ${assistantName}`}
</DropdownMenuItem>
)}
{showMatchVoucherItem && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
onOpenMatchVoucher!(transaction)
}}
>
<FileSearch className="h-4 w-4" />
{t('match_voucher_btn')}
</DropdownMenuItem>
)}
{showAttachDocumentItem && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
onOpenAttachDocument!(transaction)
}}
>
<Paperclip className="h-4 w-4" />
{t('attach_document_btn')}
</DropdownMenuItem>
)}
{showSplitItem && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
onOpenSplitMatch!(transaction)
}}
>
<Split className="h-4 w-4" />
{splitMatchLabel}
</DropdownMenuItem>
)}
{showEditItem && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
onEditTitle!(transaction)
}}
>
<Pencil className="h-4 w-4" />
{t('edit_title_aria')}
</DropdownMenuItem>
)}
{(showIgnoreItem || showDeleteItem) && (showMatchVoucherItem || showAttachDocumentItem || showSplitItem || showEditItem) && (
<DropdownMenuSeparator />
)}
{showIgnoreItem && (
<DropdownMenuItem
onClick={(e) => {
e.stopPropagation()
onIgnore!(transaction)
}}
>
<EyeOff className="h-4 w-4" />
{t('ignore_btn')}
</DropdownMenuItem>
)}
{showDeleteItem && (
<DropdownMenuItem
className="text-destructive focus:text-destructive"
onClick={(e) => {
e.stopPropagation()
onDelete!(transaction.id)
}}
>
<Trash2 className="h-4 w-4" />
{t('delete_aria')}
</DropdownMenuItem>
)}
</DropdownMenuContent>
</DropdownMenu>
)}
{canExpand ? (
<ChevronRight
className={cn(
'h-3.5 w-3.5 text-muted-foreground transition-all duration-200',
expanded ? 'rotate-90 opacity-100' : 'opacity-0 group-hover:opacity-100',
)}
/>
) : (
<span className="h-3.5 w-3.5" aria-hidden />
)}
</span>
</td>
</tr>
{expanded && (
<tr>
<td colSpan={5} className="border-b border-border p-0">
<RowFoldout>
<div className="px-1 pb-6 pt-1 sm:pl-9 sm:pr-4">
{(transaction.currency !== 'SEK' && transaction.amount_sek != null) ||
transaction.title_edited_at ||
skvCounterpartDate ? (
<div className="space-y-1 py-1 text-xs text-muted-foreground">
{transaction.currency !== 'SEK' && transaction.amount_sek != null && (
<p className="tabular-nums">
{formatCurrency(transaction.amount, transaction.currency)}
{' · '}
{formatCurrency(transaction.amount_sek)}
</p>
)}
{transaction.title_edited_at && originalName && (
<p>{t('original_name_tooltip', { name: originalName })}</p>
)}
{skvCounterpartDate && (
<p>
{t('skv_counterpart_label')}{' '}
{t('skv_counterpart_body', { date: skvCounterpartDate })}
</p>
)}
</div>
) : null}
{/* Extraction status: visible only while AI is reading a freshly
attached document, or briefly if reading failed. */}
{HAS_AI_EXTRACTION &&
(extraction.status === 'running' || extraction.status === 'failed') && (
<div className="py-1">
<ExtractionStatus
status={extraction.status}
elapsedMs={extraction.elapsedMs}
/>
</div>
)}
</div>
</RowFoldout>
</td>
</tr>
)}
</>
)
}