fix(banking): UI cleanup and better statement parsing (#58817)

* fix(banking): reset scroll on searching accounts

* fix(banking): show only past dates in date filter

* fix(banking): clean up line heights and remove beta badge

* fix(banking): show accurate count of import progress
fix(banking): show latest 20 imports instead of 10

* fix(banking): layout sizing needs to be preserved on page change

* fix(banking): cleaner bank balance UI

* fix(banking): correctly parse Cr/Dr values in statement importer

* Update banking/src/components/features/BankReconciliation/BankBalance.tsx

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>

---------

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
This commit is contained in:
Nikhil Kothari
2026-09-07 18:40:02 +05:30
committed by GitHub
parent e85e300f8f
commit ebe5decb96
22 changed files with 1162 additions and 437 deletions

View File

@@ -1,13 +1,58 @@
import { useFrappeGetCall } from "frappe-react-sdk"
import { useMemo } from "react"
import dayjs from "dayjs"
import { useCurrentCompany } from "./useCurrentCompany"
const useFiscalYear = () => {
return useFrappeGetCall("erpnext.accounts.utils.get_fiscal_year", undefined, 'fiscal_year', {
revalidateOnFocus: false,
revalidateIfStale: false,
revalidateOnReconnect: false
})
export type FiscalYear = {
name: string
year_start_date: string
year_end_date: string
}
export default useFiscalYear
/**
* The fiscal year containing today, for the currently selected company.
*
* `company` matters in multi-company setups, where fiscal years can be restricted to
* specific companies. `date` matters because without it `get_fiscal_year` returns the newest
* fiscal year in the system (they're ordered by start date, descending) - which may be one
* created in advance for a year that hasn't started.
*/
const useFiscalYear = () => {
const company = useCurrentCompany()
const { data, ...rest } = useFrappeGetCall<{ message: FiscalYear | [string, string, string] | false }>(
"erpnext.accounts.utils.get_fiscal_year",
{
date: dayjs().format("YYYY-MM-DD"),
company,
as_dict: 1,
// Return nothing instead of throwing/msgprinting when no fiscal year covers today.
raise_on_missing: 0,
verbose: 0,
},
company ? `fiscal_year_${company}` : null,
{
revalidateOnFocus: false,
revalidateIfStale: false,
revalidateOnReconnect: false
}
)
// get_fiscal_year returns a dict with as_dict, a (name, start, end) tuple without it, and
// false when there's no match - normalise all three.
const fiscalYear = useMemo<FiscalYear | undefined>(() => {
const message = data?.message
if (!message) return undefined
if (Array.isArray(message)) {
const [name, year_start_date, year_end_date] = message
return { name, year_start_date, year_end_date }
}
return message
}, [data])
return { fiscalYear, ...rest }
}
export default useFiscalYear

View File

@@ -0,0 +1,23 @@
import { useLayoutEffect, useRef } from "react"
/**
* Pins a scrollable list back to the top whenever the search term changes.
*
* Dropdowns that do their own filtering (`shouldFilter={false}`) swap a long list for a much
* shorter one while the scroll container keeps its previous offset - which can leave the
* auto-selected first item scrolled out of view.
*
* Returns a ref to attach to the scroll container (e.g. `CommandList`).
*/
const useResetScrollOnSearch = (search: string) => {
const listRef = useRef<HTMLDivElement>(null)
// Layout effect so the reset lands before paint, avoiding a visible jump.
useLayoutEffect(() => {
listRef.current?.scrollTo({ top: 0 })
}, [search])
return listRef
}
export default useResetScrollOnSearch