Add Phase 11B client aware multi bank ownership and engagement archive

app/modules/accounting/bank_service.py

@@ -79,6 +79,13 @@ def import_completed_job(db, *, tenant_id, client_id, job_id, user_id):
         raise ValueError("Completed Bank Analyzer workbook was not found.")
     if job.tenant_id not in (None, tenant_id):
         raise ValueError("Bank Analyzer job belongs to a different firm.")
+    if getattr(job, "client_id", None) and int(job.client_id) != int(client_id):
+        raise ValueError(
+            "This Bank Analyzer job is already bound to a different ERP client. "
+            "Import it using the client confirmed during statement ownership validation."
+        )
+    if getattr(job, "client_id", None) and getattr(job, "ownership_status", "") != "confirmed":
+        raise ValueError("Client-bound Bank Analyzer job has not passed ownership validation.")
 
     frame = pd.read_excel(job.output_file, sheet_name="Transaction Classification")
     tally_options = available_tally_guids(db, tenant_id, client_id)

app/modules/accounting/templates/accounting/bank_posting.html

@@ -12,7 +12,7 @@
     <form method="post" action="/tools/accounting/bank-posting/import" class="grid gap-4 md:grid-cols-3">
       <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
       <label class="text-sm font-medium">Client<select name="client_id" required class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2"><option value="">Select client</option>{% for c in clients %}<option value="{{ c.id }}" {% if selected_client and c.id==selected_client.id %}selected{% endif %}>{{ c.client_name }}</option>{% endfor %}</select></label>
-      <label class="text-sm font-medium">Completed Bank Analyzer job<select name="job_id" required class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2"><option value="">Select analysis</option>{% for j in jobs %}<option value="{{ j.id }}">{{ j.completed_at_utc or j.submitted_at_utc }} · {{ j.selected_bank|replace('_',' ')|title }} · {{ j.file_count }} file(s)</option>{% endfor %}</select></label>
+      <label class="text-sm font-medium">Completed Bank Analyzer job<select name="job_id" required class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2"><option value="">Select analysis</option>{% for j in jobs %}<option value="{{ j.id }}" data-client-id="{{ j.client_id or '' }}">{{ j.completed_at_utc or j.submitted_at_utc }} · {{ j.selected_bank|replace('_',' ')|title }} · {{ j.file_count }} file(s){% if j.client_id %} · Client #{{ j.client_id }}{% endif %}</option>{% endfor %}</select></label>
       <div class="flex items-end"><button class="w-full rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Import to Accounting Engine</button></div>
     </form>
   </section>
@@ -73,4 +73,20 @@
   </section>
   {% endif %}
 </div>
+
+<script>
+(function () {
+  const job = document.querySelector('select[name="job_id"]');
+  const client = document.querySelector('select[name="client_id"]');
+  if (!job || !client) return;
+  job.addEventListener("change", function () {
+    const option = job.options[job.selectedIndex];
+    const clientId = option ? option.dataset.clientId : "";
+    if (clientId) {
+      client.value = clientId;
+    }
+  });
+})();
+</script>
+
 {% endblock %}