Files
erpnext/banking/src/components/features/BankReconciliation/bankRecAtoms.ts
Nikhil Kothari f4008adc16 fix: UI/UX issues in new banking module (#54824)
* fix: enforce user permissions on bank account get_list

* feat: auto-select last used bank account

* fix: skeleton loaders in bank balance

* fix: show empty state for no bank transactions

* chore: add Stripe and PayPal logos

* fix: alignment of header text in list-view

* fix: wrap words in transaction description

* fix: change file-dropzone color on hover
2026-05-11 07:32:11 +00:00

85 lines
3.0 KiB
TypeScript

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