Files
erpnext/banking/src/components/features/BankReconciliation/Rules/CreateNewRule.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

89 lines
3.0 KiB
TypeScript

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