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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
This commit is contained in:
Nikhil Kothari
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import { Button } from "@/components/ui/button"
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import ErrorBanner from "@/components/ui/error-banner"
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import { Form } from "@/components/ui/form"
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import { useCurrentCompany } from "@/hooks/useCurrentCompany"
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import _ from "@/lib/translate"
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import { BankTransactionRule } from "@/types/Accounts/BankTransactionRule"
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import { useFrappeCreateDoc } from "frappe-react-sdk"
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import { toast } from "sonner"
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import { RuleForm } from "./RuleForm"
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import { useForm } from "react-hook-form"
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import { SettingsPanelHeader, SettingsPanelDescription, SettingsPanelTitle, SettingsPanelContent } from "@/components/ui/settings-dialog"
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import { useHotkeys } from "react-hotkeys-hook"
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type Props = {
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onCreate: VoidFunction
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}
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const CreateNewRule = ({ onCreate }: Props) => {
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const currentCompany = useCurrentCompany()
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const form = useForm<BankTransactionRule>({
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defaultValues: {
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rule_name: "",
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company: currentCompany,
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rule_description: "",
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transaction_type: "Any",
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classify_as: 'Bank Entry',
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bank_entry_type: "Single Account",
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description_rules: [{
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check: "Contains",
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}]
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}
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})
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const { createDoc, loading, error } = useFrappeCreateDoc<BankTransactionRule>()
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const onSubmit = (data: BankTransactionRule) => {
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createDoc("Bank Transaction Rule", data)
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.then(() => {
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toast.success(_("Rule created successfully"))
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onCreate()
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})
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}
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useHotkeys('meta+s', () => {
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form.handleSubmit(onSubmit)()
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}, {
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enabled: true,
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preventDefault: true,
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enableOnFormTags: true
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})
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return (
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<>
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<SettingsPanelHeader
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actions={
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<div className="flex items-center gap-2">
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<Button variant='outline' size='md' type='button' onClick={() => onCreate()}>{_("Cancel")}</Button>
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<Button type='submit' form='rule-form' size='md' disabled={loading}>
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{_("Save")}
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</Button>
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</div>
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}
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>
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<SettingsPanelTitle>
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{_("New Rule")}
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</SettingsPanelTitle>
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<SettingsPanelDescription>
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{_("Create a new rule to automatically classify transactions.")}
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</SettingsPanelDescription>
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</SettingsPanelHeader>
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<SettingsPanelContent className="px-0">
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<Form {...form}>
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<form id='rule-form' onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col justify-between h-full overflow-y-auto px-2">
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<div className="flex flex-col gap-4">
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{error && <ErrorBanner error={error} />}
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<RuleForm />
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</div>
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</form>
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</Form>
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</SettingsPanelContent>
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</>
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)
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}
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export default CreateNewRule
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