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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>
89 lines
3.0 KiB
TypeScript
89 lines
3.0 KiB
TypeScript
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 |