@get-asset/sdk

Similar Transactions

Headless compound that fetches similar groups of unconfirmed transactions from GET /v0/business/{business_id}/categorization, ranked by how many look-alike transactions each group contains. It hydrates the members through the transactions list — splitting the ids filter into requests of at most 100 — and resolves their names through the external-accounts list. Each group's newest transaction is the lead row; the group count can be rendered beside it and a toggle expands its look-alike siblings. The lead row's ✓ confirms the whole group by patching its members to confirmed, while an expanded member's ✓ confirms only that transaction. The ✕ opens an inline “give a reason” form. A business_pending transaction's note goes to its both-basis journal entry and the transaction is handed back to the bookkeeper; anything else creates one categorization-agent chat and one message covering every agent-routed member in the submission. Affected rows read as reviewing with their actions disabled until the flow finishes, then both the transactions cache and group list are invalidated so groups re-rank. Confirms deliberately leave the group list alone and remove rows locally, so the list is never pulled out from under the user mid-session — only clearing the whole batch refetches it for the next one. Once the server has nothing left, the fifth, Done (“All caught up”) state persists.

Anatomy

Import the primitive and compose the parts you need.

<SimilarTransactions.Root>
  <SimilarTransactions.Success>
    <SimilarTransactions.Groups>
      <SimilarTransactions.Group>
        <SimilarTransactions.GroupPending>
          <SimilarTransactions.Primary>
            <SimilarTransactions.Row>
              <SimilarTransactions.Date />
              <SimilarTransactions.GroupLabel />
              <SimilarTransactions.GroupCount />
              <SimilarTransactions.Account />
              <SimilarTransactions.Amount />
              <SimilarTransactions.Currency />
              <SimilarTransactions.GroupConfirm />
              <SimilarTransactions.GroupProvideContext />
            </SimilarTransactions.Row>
          </SimilarTransactions.Primary>
          <SimilarTransactions.GroupContext>
            {/* inline "give a reason" form */}
          </SimilarTransactions.GroupContext>
          <SimilarTransactions.HasMore>
            <SimilarTransactions.GroupToggle>
              <SimilarTransactions.MoreCount /> more like this
            </SimilarTransactions.GroupToggle>
          </SimilarTransactions.HasMore>
          <SimilarTransactions.Rest>
            <SimilarTransactions.Pending>
              <SimilarTransactions.Row>
                <SimilarTransactions.Date />
                <SimilarTransactions.Description />
                <SimilarTransactions.Account />
                <SimilarTransactions.Amount />
                <SimilarTransactions.Currency />
                <SimilarTransactions.Category />
                <SimilarTransactions.Confirm />
                <SimilarTransactions.ProvideContext />
              </SimilarTransactions.Row>
              <SimilarTransactions.Context>
                {/* inline "give a reason" form */}
              </SimilarTransactions.Context>
            </SimilarTransactions.Pending>
          </SimilarTransactions.Rest>
        </SimilarTransactions.GroupPending>
      </SimilarTransactions.Group>
    </SimilarTransactions.Groups>
  </SimilarTransactions.Success>
  <SimilarTransactions.Loading>{/* skeleton table */}</SimilarTransactions.Loading>
  <SimilarTransactions.Error>
    <SimilarTransactions.ErrorMessage />
    <SimilarTransactions.Retry>Try again</SimilarTransactions.Retry>
  </SimilarTransactions.Error>
  <SimilarTransactions.Empty>{/* nothing to review */}</SimilarTransactions.Empty>
  <SimilarTransactions.Done>{/* all caught up */}</SimilarTransactions.Done>
</SimilarTransactions.Root>

Required scopes

The access token used by AssetProvider must include these scopes for this primitive to fetch data successfully:

• transaction:update
• transaction:read
• external_account:read
• journal_entry:read
• journal_entry:create
• chat:create

API reference

Root props

Parts