Files
erpnext/banking/src/pages/BankReconciliation.tsx
Nikhil Kothari 6de5367f12 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
2026-05-09 23:14:58 +05:30

140 lines
6.6 KiB
TypeScript

import BankBalance from "@/components/features/BankReconciliation/BankBalance"
import BankClearanceSummary from "@/components/features/BankReconciliation/BankClearanceSummary"
import BankPicker from "@/components/features/BankReconciliation/BankPicker"
import BankRecDateFilter from "@/components/features/BankReconciliation/BankRecDateFilter"
import BankReconciliationStatement from "@/components/features/BankReconciliation/BankReconciliationStatement"
import BankTransactions from "@/components/features/BankReconciliation/BankTransactionList"
import BankTransactionUnreconcileModal from "@/components/features/BankReconciliation/BankTransactionUnreconcileModal"
import CompanySelector from "@/components/features/BankReconciliation/CompanySelector"
import IncorrectlyClearedEntries from "@/components/features/BankReconciliation/IncorrectlyClearedEntries"
import MatchAndReconcile from "@/components/features/BankReconciliation/MatchAndReconcile"
import Settings from "@/components/features/Settings/Settings"
import ActionLog from "@/components/features/ActionLog/ActionLog"
import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs"
import { TooltipProvider } from "@/components/ui/tooltip"
import _ from "@/lib/translate"
import { useLayoutEffect, useRef, useState } from "react"
import { AlertTriangleIcon, CheckCircleIcon, HomeIcon, LandmarkIcon, ListIcon, ScrollTextIcon, ShuffleIcon } from "lucide-react"
import { Breadcrumb, BreadcrumbItem, BreadcrumbList, BreadcrumbPage, BreadcrumbSeparator } from "@/components/ui/breadcrumb"
import { Badge } from "@/components/ui/badge"
import { Empty, EmptyContent, EmptyDescription, EmptyHeader, EmptyMedia, EmptyTitle } from "@/components/ui/empty"
import { Button } from "@/components/ui/button"
import { useAtomValue } from "jotai"
import { selectedBankAccountAtom } from "@/components/features/BankReconciliation/bankRecAtoms"
const BankReconciliation = () => {
const [headerHeight, setHeaderHeight] = useState(0)
const ref = useRef<HTMLDivElement>(null)
useLayoutEffect(() => {
if (ref.current) {
setHeaderHeight(ref.current.clientHeight)
}
}, [])
const remainingHeightAfterTabs = window.innerHeight - headerHeight - 270
return (
<div>
<div className="p-4 flex-col gap-4 md:flex hidden">
<div ref={ref} className="flex flex-col gap-4">
<div className="flex justify-between">
<div className="flex items-center gap-6">
<Breadcrumb>
<BreadcrumbList>
<BreadcrumbItem>
<a href="/desk" className="text-ink-gray-7">
<HomeIcon size={16} />
</a>
</BreadcrumbItem>
<BreadcrumbSeparator />
<BreadcrumbItem>
<BreadcrumbPage>
<div className="flex gap-1 items-center">
{_("Banking")} <Badge theme="violet" variant="subtle">{_("Beta")}</Badge>
</div>
</BreadcrumbPage>
</BreadcrumbItem>
</BreadcrumbList>
</Breadcrumb>
<CompanySelector />
</div>
<div className="flex items-center gap-2">
<TooltipProvider>
<Settings />
<ActionLog />
</TooltipProvider>
<BankRecDateFilter />
</div>
</div>
<BankPicker />
<BankBalance />
</div>
<BankRecTabs remainingHeightAfterTabs={remainingHeightAfterTabs} />
<BankTransactionUnreconcileModal />
</div>
<div className="md:hidden flex h-screen items-center justify-between">
<Empty>
<EmptyMedia>
<LandmarkIcon />
</EmptyMedia>
<EmptyHeader>
<EmptyTitle>
{_("Banking")}
</EmptyTitle>
<EmptyDescription>
{_("This screen is not supported on mobile devices.")}
</EmptyDescription>
</EmptyHeader>
<EmptyContent>
<Button asChild>
<a href="/desk">
{_("Go to Desktop")}
</a>
</Button>
</EmptyContent>
</Empty>
</div>
</div>
)
}
const BankRecTabs = ({ remainingHeightAfterTabs }: { remainingHeightAfterTabs: number }) => {
const selectedBankAccount = useAtomValue(selectedBankAccountAtom)
if (!selectedBankAccount) {
return null
}
return <Tabs defaultValue="Match and Reconcile">
<TabsList>
<TabsTrigger value="Match and Reconcile"><ShuffleIcon /> {_("Match and Reconcile")}</TabsTrigger>
<TabsTrigger value="Bank Reconciliation Statement"><ScrollTextIcon /> {_("Bank Reconciliation Statement")}</TabsTrigger>
<TabsTrigger value="Bank Transactions"><ListIcon />{_("Bank Transactions")}</TabsTrigger>
<TabsTrigger value="Bank Clearance Summary"><CheckCircleIcon />{_("Bank Clearance Summary")}</TabsTrigger>
<TabsTrigger value="Incorrectly Cleared Entries"><AlertTriangleIcon /> {_("Incorrectly Cleared Entries")}</TabsTrigger>
</TabsList>
<TabsContent value="Match and Reconcile">
<MatchAndReconcile contentHeight={remainingHeightAfterTabs} />
</TabsContent>
<TabsContent value="Bank Reconciliation Statement">
<BankReconciliationStatement />
</TabsContent>
<TabsContent value="Bank Transactions">
<BankTransactions />
</TabsContent>
<TabsContent value="Bank Clearance Summary">
<BankClearanceSummary />
</TabsContent>
<TabsContent value="Incorrectly Cleared Entries">
<IncorrectlyClearedEntries />
</TabsContent>
</Tabs>
}
export default BankReconciliation