Ledger Map · design options · 17/10/2026 · follows the alpha review of 16/10

New suggestions in the Suspense step are easy to miss

When a save teaches the server, other entries in the Suspense step get a suggestion. They stay in that step (by rule), and nothing points the user at them. In the alpha test, 14 such entries got a 72–97% suggestion and were still exported to Suspense. Below are four ways to fix it. You can try each one in a working mock of the Suspense step.

What happens today (checked in the code)

• Steps are fixed when review starts (step-split.ts). So every open entry in the Suspense step that has a suggestion got it during review. That makes “new” easy to find: Suspense step + no choice + a suggestion.
• After a save, the app fetches recommendations again (refresh() in use-statement-entries.ts). About 1 second later, the suggestion shows in the row's Ledger box: grey italic text and a small coloured mark. Most other boxes in this step show the grey placeholder “Choose a ledger…”, so it looks almost the same.
• On a row that has a suggestion, Enter already opens the list on the suggestion (Suspense is first only on rows without one). The problem is that the user never visits the row: focus after a save only goes down, and rows above, or rows far below, stay out of view.
• Ctrl+Shift+Enter does nothing in this step (acceptAll is set only for Suggestions).
• The “same payee” pop-up did not help: each cheque number and each Paytm QR code makes a new payee, so the 2 petrol pump payments and the 8 SELF cheques were not “the same payee”.
• Other fixes from the review (export check, cheque numbers in the pattern) lower the count, but do not remove the problem: UPI QR rows and GST rows still get only a suggestion.

Try the options

The mock is the Suspense step of the KESARI NANDAN ART import (HDFC current account): 25 rows taken from the alpha data, with person names and account numbers removed. The red suggestion on MAHAVIR STORE is added to show that edge case. Saves take 0.3 s, and new suggestions arrive 0.7 s later, as on the server.

Compare

Option	Good	Not so good	The 14 alpha entries	Effort
A Count in header + accept all	Always in view (sticky). One key. Same key as in Suggestions, which users already use. Reaches rows above without moving focus.	Accepts without a look at each row. The user does not see which rows, unless they scroll.	All 14 counted. One key press accepts them (all were green or yellow).	Small (≈ ½ day)
B Row marks + F8	The user checks each row. No bulk mistakes. Marks also help later, in Review.	A new key to learn. Needs a visit to each row. Easy to ignore, as today.	All 14 marked. 14 × (F8, Ctrl+Enter).	Small–medium (≈ 1 day)
C “Now suggested” filter	See all new ones together, with their narration, then accept. Nothing in the list moves.	A mode to remember. The switch scrolls away at the top of the table. Users must think to open it.	All 14 listed, if the user opens the filter.	Medium (≈ 1–1½ days)
D Offer right after the save	Asks when the user knows the answer (“yes, same pump”). Reuses the same-payee pop-up and its setting. Lists rows above too.	A pop-up after a save can annoy. Waits ≈ 1 s for the server. Escape loses them. Does not cover suggestions of a different ledger.	All 14: each was the ledger just chosen.	Medium (≈ 1–1½ days)
D + A (recommended)	D at the moment of the choice. A as the safety net for anything left (Escape, typing, bulk saves, other ledgers).	Two pieces of UI to build and to test.	All 14, two ways.	≈ 2 days

Edge cases

Case	A	B	C	D
Red (unsure) suggestion	Not in accept all. The line says “1 unsure one (red mark) is left for you”.	Marked, with its red mark.	Listed. Not in accept all.	Listed but not ticked.
Suggestion changes again (GST: yellow → green after the 2nd choice)	Count stays. Accept takes the latest ledger.	Mark stays. The colour changes.	Row stays. The colour changes.	Not offered again for the same ledger. An open pop-up gets new rows at its end.
Rows above the current row	Counted and accepted. Focus does not move.	Reached with Shift+F8, or F8 wraps with “Back to the first one, above”.	Listed in statement order.	Listed in the pop-up.
Suggestion goes away (user clears the choice that taught it)	Count goes down.	Mark goes.	Row stays listed until you switch back, so nothing jumps.	Removed from an open pop-up.
User is typing in a Ledger box when suggestions arrive	Only the count changes.	Only marks change.	Only the count changes.	No pop-up (it would take focus). The status line says it instead.
Focus after accepting	Stays on the current row. If that row was accepted, focus goes to the next open entry below. Focus never jumps up after a save, in every option.

Recommendation: D + A

• D extends the same-payee pop-up. After a single save, the app waits for the new recommendations. If the save gave entries in this step the same ledger as a suggestion, they join the pop-up under “Now suggested” (green and yellow ticked, red not ticked). The existing setting “Offer a chosen ledger for the payee's other entries” turns both off.
• A adds the line to the sticky header of the Suspense step: “N entries here now have a suggestion · Accept them Ctrl+Shift+Enter”. Accept takes green and yellow only.
• No % text and no badges in the list. Rows never leave the step. Focus only moves down or stays after a save.
• For the parallel export-check fix: both count the same rows (open + suggested). The export check should say the same words and use the same rule for red, so the two do not disagree.
• Docs: docs/keyboard.md and the help dialog get Ctrl+Shift+Enter in Suspense. Tests: the line, accept all (no red, focus down only), the pop-up (opens only when focus is on the row, Enter, Escape, Space, return of focus).

If you choose B or C instead, the keys are F8 / Shift+F8 (not a letter: letters on a row start a ledger search, and Alt+Shift switches the keyboard language on Windows) and Alt+S.