Reuse opening balance Tally master flow for cash ledger selection

app/modules/accounting/cash_payment_ui.py

@@ -252,7 +252,7 @@ def cash_payment_review(
 
 @router.post("/ledgers")
 async def cash_payment_ledgers(request: Request):
-    """Load Cash-in-Hand ledgers directly; keep full-ledger sync only as manual fallback."""
+    """Load Cash ledgers using the same live Tally master snapshot path as Opening Balance Review."""
     form = await request.form()
     validate_csrf(request, str(form.get("csrf_token") or ""))
     db = CommonSessionLocal()
@@ -287,23 +287,19 @@ async def cash_payment_ledgers(request: Request):
                 "tally_guid": tally_guid,
                 "company_name": company_name,
             }
-            if ledger_scope == "all":
-                # Explicit manual fallback preserves the existing full-master async flow.
-                payload["force_refresh"] = force_refresh
-                result = request_agent_command(
-                    node.node_code,
-                    "accounting_cash_payment_ledgers_start",
-                    payload,
-                    timeout_seconds=20,
-                )
-            else:
-                # Normal path: small filtered Tally collection, no full ledger cache.
-                result = request_agent_command(
-                    node.node_code,
-                    "accounting_cash_payment_cash_ledgers",
-                    payload,
-                    timeout_seconds=30,
-                )
+            # Use the same proven live Tally master-snapshot mechanism used by
+            # Opening Balance Review.  The Local Agent resolves the selected open
+            # company, reads the standard Tally masters and returns either only
+            # Cash-in-Hand ledgers or all ledgers for explicit manual selection.
+            # No separate cash-ledger cache/job is required for this selector.
+            payload["ledger_scope"] = ledger_scope
+            payload["force_refresh"] = force_refresh
+            result = request_agent_command(
+                node.node_code,
+                "accounting_cash_payment_cash_ledgers",
+                payload,
+                timeout_seconds=180,
+            )
         except Exception as exc:
             return JSONResponse({"ok": False, "error": str(exc)}, status_code=502)
         if not result.get("ok"):

app/modules/accounting/templates/accounting/cash_payment_review.html

@@ -69,7 +69,7 @@
             <button type="button" id="cash-load-ledgers" class="rounded-xl border border-slate-300 bg-white px-3 py-2 text-xs font-semibold text-slate-700">Load Cash Ledgers</button>
             <button type="button" id="cash-refresh-ledgers" class="rounded-xl border border-slate-300 bg-white px-3 py-2 text-xs font-semibold text-slate-700">Refresh</button>
           </div>
-          <p id="cash-ledger-help" class="mt-1 text-xs text-slate-500">By default only ledgers classified under Cash-in-Hand are shown. Choose “All Tally ledgers” only when you need to manually select a ledger that Tally has grouped differently.</p>
+          <p id="cash-ledger-help" class="mt-1 text-xs text-slate-500">Uses the same live Tally master-reading mechanism as Opening Balance Review. By default only ledgers under Cash-in-Hand are shown; choose “All Tally ledgers” only for manual selection when required.</p>
           <div id="cash-ledger-progress" class="mt-2 hidden rounded-xl border border-sky-200 bg-sky-50 p-3">
             <div class="flex items-center justify-between text-xs font-semibold text-sky-900"><span id="cash-ledger-progress-stage">Preparing Cash ledger list…</span><span id="cash-ledger-progress-pct">0%</span></div>
             <div class="mt-2 h-2 overflow-hidden rounded-full bg-sky-100"><div id="cash-ledger-progress-bar" class="h-full rounded-full bg-sky-600 transition-all duration-500" style="width:0%"></div></div>
@@ -311,8 +311,8 @@
     if(forceRefresh) fd.set('force_refresh','1');
     ledgerButton.disabled = true; if(ledgerRefreshButton) ledgerRefreshButton.disabled=true;
     ledgerHelp.textContent = selectedScope === 'all'
-      ? (forceRefresh ? 'Starting background full-ledger refresh from Tally…' : 'Loading the full ledger list for manual selection…')
-      : 'Reading Cash-in-Hand ledgers directly from the selected Tally company…';
+      ? 'Reading all Tally ledgers using the proven master snapshot…'
+      : 'Reading Tally masters and selecting Cash-in-Hand ledgers…';
     try {
       const response = await fetch('/tools/accounting/cash-payments/ledgers', {method:'POST', body:fd, headers:{'Accept':'application/json'}});
       const data = await response.json();