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Reuse opening balance Tally master flow for cash ledger selection

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A R R R Associates
2026-09-04 19:24:05 +05:30
parent 5c99d512c6
commit 1c9be6bd4a
5 changed files with 112 additions and 57 deletions
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app/modules/accounting/templates/accounting/cash_payment_review.html
+3 -3
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@@ -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();