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feat: new banking module (backport #54720) (#55917)

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* feat: new banking module (#54720)

* feat: initial SPA setup for banking

* wip: bring over new banking module

* feat: added Espresso design tokens

* feat: button styles

* fix: add all ink colors

* wip: espresso design system changes

* feat: button and badge espresso components

* fix: button styling for reconcile

* feat: Espresso progress bar

* feat: Espresso toggle switch

* feat: Espresso tabs design

* fix: vertical tab support

* fix: button sizing across modals

* feat: Espresso style table layout

* feat: Espresso tooltip

* feat: Espresso elevations and checkbox

* feat: Dialog with Espresso styles

* feat: Espresso textarea

* fix: input styles

* fix: colors on bank picker

* fix: breadcrumb styling

* fix: bank picker styling

* feat: create doctypes and fields for bank reconciliation

* feat: APIs for banking

* fix: use date format parser

* fix: font styling to match Espresso

* wip: settings modal

* feat: settings dialog component

* fix: icons and invalid requests

* feat: preferences tab

* fix: adjust icon stroke width to 1.5

* feat: rule configuration in settings

* fix: remove sheet component

* feat: alert and error banner component

* feat: dropdown in Espresso

* feat: popover and select in Espresso

* fix: cleanup more styles

* fix: match size of link fields

* feat: command styling

* fix: remove unused style tokens

* fix: styles for global date picker dropdown

* fix: styles for match and reconcile

* feat: table Espresso component

* feat: remove all other design tokens

* fix: remove unused tokens

* fix: form elements

* fix: remove unused styles and fix filters in bank transaction list

* feat: fetch bank rec doctypes for filtering

* fix: record payment modal

* feat: support for dark mode switching

* fix: move bank logos to public folder

* feat: add support for RTL

* feat: support for RTL

* chore: send layout direction in dev boot

* fix: make checkbox work in RTL

* feat: dark mode support

* fix: dark mode style

* feat: bank logos in dark mode

* feat: dark mode bank logos

* chore: use dark mode bank logos everywhere

* chore: move rule evaluation to controller

* chore: add tests for bank transaction rules

* fix: move deps to fix actions errors

* fix: move tw-animate-css to deps

* fix: remove shadcn

* fix: do not open modal if no transactions selected

* fix: add translation strings

* feat: add banner on existing bank reconciliation tool

* feat: bank statement import

* fix: translations and layout directions

* fix: validation for transaction matching rule

* fix: styles

* fix: show conflicting transactions in alert

* fix: show help text for new banking module forms

* feat: show total debits and credits

* fix: dark mode colors in automatic config

* feat: add keyboard shortcuts help

* feat: added keyboard shortcut for settings

* fix: decrease size of progress bar

* chore: bump packages

* feat: add tests for statement import

* fix: settings dialog

* fix: show banner on small screens

* fix: show banner when no bank account set

(cherry picked from commit 6de5367f12)

# Conflicts:
#	erpnext/accounts/doctype/bank_reconciliation_tool/bank_reconciliation_tool.py

* chore: resolve conflicts

* fix: add type hints to whitelisted methods

---------

Co-authored-by: Nikhil Kothari <nik.kothari22@live.com>
This commit is contained in:
mergify[bot]
2026-06-15 16:31:22 +05:30
committed by GitHub
parent 74da0bebae
commit 67cc59c5ca
262 changed files with 39511 additions and 50 deletions
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115
banking/src/components/features/Settings/KeyboardShortcuts.tsx Normal file
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import { Badge } from '@/components/ui/badge'
import { Kbd, KbdGroup } from '@/components/ui/kbd'
import { KeyboardMetaKeyIcon } from '@/components/ui/keyboard-keys'
import { SettingsPanelDescription, SettingsPanelTitle, SettingsPanelHeader, SettingsPanelContent } from '@/components/ui/settings-dialog'
import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from '@/components/ui/table'
import _ from '@/lib/translate'
import { ArrowRightLeftIcon, HistoryIcon, LandmarkIcon, ReceiptIcon, SaveIcon, SettingsIcon, ZapIcon } from 'lucide-react'
const Shortcuts = [
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>B</Kbd></KbdGroup>,
action: {
icon: <LandmarkIcon />,
label: _("Bank Entry"),
description: _("Record a bank journal entry for expenses, income or split transactions")
}
},
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>P</Kbd></KbdGroup>,
action: {
icon: <ReceiptIcon />,
label: _("Record Payment"),
description: _("Record a payment against a customer or supplier")
}
},
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>I</Kbd></KbdGroup>,
action: {
icon: <ArrowRightLeftIcon />,
label: _("Transfer"),
description: _("Record a transfer between two bank accounts")
}
},
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>R</Kbd></KbdGroup>,
action: {
icon: <ZapIcon />,
label: _("Accept Matching Rule"),
description: _("Accept the rule for the selected transaction")
}
},
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>S</Kbd></KbdGroup>,
action: {
icon: <SaveIcon />,
label: _("Save"),
description: _("Save the currently opened form")
}
},
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>Z</Kbd></KbdGroup>,
action: {
icon: <HistoryIcon />,
label: _("Reconciliation History"),
description: _("View all reconciliation actions taken in this session")
}
},
{
shortcut: <KbdGroup><Kbd><KeyboardMetaKeyIcon /></Kbd><Kbd>⇧</Kbd><Kbd>G</Kbd></KbdGroup>,
action: {
icon: <SettingsIcon />,
label: _("Settings"),
description: _("Open the settings dialog")
}
}
]
const KeyboardShortcuts = () => {
return (
<>
<SettingsPanelHeader>
<SettingsPanelTitle>{_("Keyboard Shortcuts")}</SettingsPanelTitle>
<SettingsPanelDescription>{_("Get around the system quickly with keyboard shortcuts")}</SettingsPanelDescription>
</SettingsPanelHeader>
<SettingsPanelContent>
<div className='flex flex-col gap-3'>
<p className='text-p-sm text-ink-gray-6'>
{_("Transaction actions work when one or more unreconciled transactions are selected.")}
<br />
{_("To select more than one transaction at a time, press and hold the shift key.")}
</p>
<Table containerClassName='dark:border-outline-gray-2'>
<TableHeader>
<TableRow>
<TableHead>{_("Shortcut")}</TableHead>
<TableHead>{_("Action")}</TableHead>
<TableHead>{_("Description")}</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{Shortcuts.map((shortcut) => (
<TableRow className='hover:bg-surface-gray-2'>
<TableCell>
{shortcut.shortcut}
</TableCell>
<TableCell>
<Badge size='lg' variant='outline'>
{shortcut.action.icon}
{shortcut.action.label}
</Badge>
</TableCell>
<TableCell>
<p className='text-p-sm text-ink-gray-6 text-wrap'>{shortcut.action.description}</p>
</TableCell>
</TableRow>
))}
</TableBody>
</Table>
</div>
</SettingsPanelContent>
</>
)
}
export default KeyboardShortcuts