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

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A R R R Associates
2026-08-22 20:45:36 +05:30
parent 8748ee9539
commit 016299cf0c
9 changed files with 714 additions and 8 deletions
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app/modules/accounting/templates/accounting/bank_posting.html
+17 -1
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@@ -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 %}