Option D: React Flow Connected Diagram

Compact single-line transactions with show/hide toggle ยท 20 sample transactions (10 matched, 10 unmatched)

โœ“ Pros

  • Compact single-line transactions - handles 100s of items
  • Show/hide matched toggle - focus on unmatched during onboarding
  • Visual connections make relationships crystal clear
  • Pan and zoom for large datasets
  • Unmatched items have red dot + dashed lines (obvious gaps)
  • Click any node for direct action (no menus)

โœ— Cons

  • More complex to implement
  • Layout algorithm needed for auto-positioning
  • Performance with 500+ nodes needs testing
  • Bundle size increase (~50kb)
  • Many edges can look cluttered (may need grouping)

๐Ÿ’ก Onboarding Workflow

1. Hide matched
Uncheck "Show matched" to focus on unassigned transactions
2. Click unmatched
Opens Create Rule form with pattern pre-filled
3. Assign to item
Select budget item, save rule
4. Repeat
Transaction disappears from unmatched list
Compact rows = 28px height ยท Can display 100+ transactions in viewport