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Refine Tally upload UI in engagement workspace

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A R R R Associates
2026-09-02 13:29:26 +05:30
parent a0db6cebfc
commit 1fe1597d6f
1 changed files with 12 additions and 3 deletions
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app/modules/services/templates/services/engagements/_engagement_resources.html
+12 -3
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@@ -128,9 +128,9 @@
<p class="mt-1 text-[11px] text-slate-500">Replacement/version uploads use the existing document container and retain the ERP audit/version history.</p>
</div>
<div class="grid gap-3 sm:grid-cols-2">
<div>
<div data-document-type-wrap>
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Document Type</label>
<select name="document_type" class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
<select name="document_type" class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" data-document-type-select>
{% for item in ['GENERAL','CLIENT_DOCUMENT','WORKING_PAPER','BANK_STATEMENT','TRIAL_BALANCE','LEDGER','GST_RETURN','INCOME_TAX','ROC','AUDIT_REPORT','SIGNED_OUTPUT','ACKNOWLEDGEMENT'] %}<option value="{{ item }}">{{ item|replace('_',' ')|title }}</option>{% endfor %}
</select>
</div>
@@ -148,7 +148,7 @@
<input name="remarks" class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" placeholder="Optional">
</div>
<div data-upload-target-note class="rounded-xl border border-indigo-100 bg-indigo-50 px-3 py-2 text-xs text-indigo-700">Tally Data is stored at engagement level and remains separate from task-category evidence.</div>
<button class="w-full rounded-xl bg-brand-600 px-4 py-2.5 text-sm font-semibold text-white hover:bg-brand-700">Upload Document</button>
<button class="w-full rounded-xl bg-brand-600 px-4 py-2.5 text-sm font-semibold text-white hover:bg-brand-700" data-upload-submit>Upload Tally Data</button>
</form>
</div>
</div>
@@ -166,6 +166,9 @@
const uploadTargetField = form.querySelector('[data-upload-target-field]');
const tallyYearWrap = form.querySelector('[data-tally-year-wrap]');
const tallyYear = form.querySelector('[data-tally-year-select]');
const documentTypeWrap = form.querySelector('[data-document-type-wrap]');
const documentTypeSelect = form.querySelector('[data-document-type-select]');
const uploadSubmit = form.querySelector('[data-upload-submit]');
const engagementId = form.getAttribute('data-engagement-id');
const filterExistingDocuments = function () {
@@ -192,11 +195,17 @@
form.action = '/documents/tasks/' + taskId + '/upload';
uploadTargetField.value = 'category';
tallyYearWrap.classList.add('hidden');
if (documentTypeWrap) documentTypeWrap.classList.remove('hidden');
if (documentTypeSelect) documentTypeSelect.disabled = false;
if (uploadSubmit) uploadSubmit.textContent = 'Upload Document';
note.textContent = 'This file will be linked to the selected category through its existing engagement task, preserving evidence and AQMM behaviour.';
} else {
form.action = '/documents/engagements/' + engagementId + '/upload';
uploadTargetField.value = 'tally';
tallyYearWrap.classList.remove('hidden');
if (documentTypeWrap) documentTypeWrap.classList.add('hidden');
if (documentTypeSelect) documentTypeSelect.disabled = true;
if (uploadSubmit) uploadSubmit.textContent = 'Upload Tally Data';
note.textContent = 'Tally Data is stored under the selected financial year. Current-year and previous-year datasets remain separate for opening-balance comparison.';
}
filterExistingDocuments();