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

* 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>
2026-08-26 05:15:20 +00:00 · 2026-06-15 16:31:22 +05:30
parent 74da0bebae
commit 67cc59c5ca
262 changed files with 39511 additions and 50 deletions
--- a/banking/src/components/features/Settings/MatchingRules.tsx
+++ b/banking/src/components/features/Settings/MatchingRules.tsx
@@ -0,0 +1,46 @@
+import { Button } from '@/components/ui/button'
+import { SettingsPanelTitle, SettingsPanelHeader, SettingsPanelDescription, SettingsPanelContent } from '@/components/ui/settings-dialog'
+import _ from '@/lib/translate'
+import { PlusIcon } from 'lucide-react'
+import { useState } from 'react'
+import RuleList, { RunRulesButton } from './Rules/RuleList'
+import CreateNewRule from '../BankReconciliation/Rules/CreateNewRule'
+import EditRule from '../BankReconciliation/Rules/EditRule'
+
+const MatchingRules = () => {
+
+    const [selectedRule, setSelectedRule] = useState<string | null>(null)
+    const [isNewRule, setIsNewRule] = useState(false)
+
+
+    if (isNewRule) {
+        return <CreateNewRule onCreate={() => setIsNewRule(false)} />
+    }
+
+    if (selectedRule) {
+        return <EditRule onClose={() => setSelectedRule(null)} ruleID={selectedRule} />
+    }
+
+    return (
+        <>
+            <SettingsPanelHeader
+                actions={
+                    <div className='flex gap-2 items-center'>
+                        <RunRulesButton />
+                        <Button type='button' onClick={() => setIsNewRule(true)}><PlusIcon /> {_("Add Rule")}</Button>
+                    </div>
+                }
+            >
+                <SettingsPanelTitle>{_("Transaction Matching Rules")}</SettingsPanelTitle>
+
+                <SettingsPanelDescription>
+                    {_("Set up rules to automatically classify transactions. Drag and drop rules to reorder their priority.")}
+                </SettingsPanelDescription>
+            </SettingsPanelHeader>
+            <SettingsPanelContent>
+                <RuleList setSelectedRule={setSelectedRule} />
+            </SettingsPanelContent>
+        </>
+    )
+}
+export default MatchingRules