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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>
83 lines
3.0 KiB
TypeScript
83 lines
3.0 KiB
TypeScript
import { BankAccount } from "@/types/Accounts/BankAccount";
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import { getDatesForTimePeriod } from "@/lib/date";
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import { atom } from "jotai";
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import { atomWithStorage, createJSONStorage } from "jotai/utils";
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import { atomFamily } from 'jotai-family'
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import { UnreconciledTransaction } from "./utils";
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import { BankTransaction } from "@/types/Accounts/BankTransaction";
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import { PaymentEntry } from "@/types/Accounts/PaymentEntry";
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import { JournalEntry } from "@/types/Accounts/JournalEntry";
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export interface SelectedBank extends Pick<BankAccount, 'name' | 'bank' | 'is_credit_card' | 'company' | 'account_name' | 'bank_account_no' | 'account' | 'account_type' | 'integration_id' | 'is_default' | 'last_integration_date'> {
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logo?: string,
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logoDark?: string,
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darkModeInvert?: boolean,
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logoClassName?: string,
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account_currency?: string
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}
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export const selectedBankAccountAtom = atom<SelectedBank | null>(null)
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export const bankRecDateAtom = atomWithStorage<{ fromDate: string, toDate: string }>("bank-rec-date", {
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fromDate: getDatesForTimePeriod('This Month').fromDate,
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toDate: getDatesForTimePeriod('This Month').toDate
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})
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// eslint-disable-next-line @typescript-eslint/no-unused-vars
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export const bankRecClosingBalanceAtom = atomFamily((_id: string) => {
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return atom<{ value: number, stringValue: string | number | undefined }>({
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value: 0,
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stringValue: '0.00'
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})
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})
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// eslint-disable-next-line @typescript-eslint/no-unused-vars
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export const bankRecSelectedTransactionAtom = atomFamily((_id: string) => {
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return atom<UnreconciledTransaction[]>([])
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})
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/** Action Modals */
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export const bankRecTransferModalAtom = atom(false)
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export const bankRecRecordPaymentModalAtom = atom(false)
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export const bankRecRecordJournalEntryModalAtom = atom(false)
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export const bankRecUnreconcileModalAtom = atom<string>('')
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export const bankRecMatchFilters = atomWithStorage<string[]>('bank-rec-match-filters', ['payment_entry', 'journal_entry'])
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export const bankRecSearchText = atom<string>('')
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export const bankRecAmountFilter = atom<{ value: number, stringValue?: string | number }>({
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value: 0,
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stringValue: '0.00'
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})
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export const bankRecTransactionTypeFilter = atom<string>('All')
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export interface ActionLog {
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type: 'match' | 'payment' | 'transfer' | 'bank_entry'
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isBulk: boolean
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timestamp: number,
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items: ActionLogItem[],
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bulkCommonData?: {
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party_type?: string,
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party?: string,
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account?: string,
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bank_account?: string,
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}
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}
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export interface ActionLogItem {
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bankTransaction: BankTransaction,
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voucher: {
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reference_doctype: string,
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reference_name: string,
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reference_no?: string,
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reference_date?: string,
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posting_date: string,
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doc?: PaymentEntry | JournalEntry
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},
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}
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const actionLogStorage = createJSONStorage<ActionLog[]>(() => sessionStorage)
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export const bankRecActionLog = atomWithStorage<ActionLog[]>('bank-rec-action-log', [], actionLogStorage, {
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getOnInit: true,
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}) |