Complete Phase 1 Tally UI and local agent integration
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A R R R Associates
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Tools · Accounting</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Tally Connection</h1>
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<p class="mt-1 text-sm text-slate-500">Read-only Phase 1 connection through the existing ERP Local Agent. Tally port 9000 is never exposed to the internet.</p>
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</div>
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% else %}?refresh=1{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Test Tally Connection</a>
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</div>
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{% if initialized %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm font-medium text-emerald-800">Client accounting storage was initialized successfully.</div>
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{% endif %}
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{% if command_error %}
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<div class="rounded-xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-800">{{ command_error }}</div>
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{% endif %}
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">ERP Local Agent</div>
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<div class="mt-2 text-lg font-semibold {% if agent_online %}text-emerald-700{% else %}text-red-700{% endif %}">{% if agent_online %}Connected{% else %}Offline{% endif %}</div>
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<div class="mt-1 text-xs text-slate-500">{{ storage_node.node_name if storage_node else 'No active branch agent' }}</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Tally Module</div>
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{% set agent = live_result.agent if live_result else None %}
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<div class="mt-2 text-lg font-semibold {% if agent and agent.tally_capability %}text-emerald-700{% else %}text-slate-700{% endif %}">{{ 'Available' if agent and agent.tally_capability else ('Check connection' if agent_online else 'Unavailable') }}</div>
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<div class="mt-1 text-xs text-slate-500">Agent {{ agent.version if agent and agent.version else '-' }}</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">TallyPrime</div>
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{% set tally = live_result.tally if live_result else None %}
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<div class="mt-2 text-lg font-semibold {% if tally and tally.connected %}text-emerald-700{% elif tally %}text-red-700{% else %}text-slate-700{% endif %}">{{ 'Connected' if tally and tally.connected else ('Not connected' if tally else 'Not checked') }}</div>
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<div class="mt-1 text-xs text-slate-500">{{ tally.url if tally and tally.url else '127.0.0.1:9000' }}</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Loaded Companies</div>
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<div class="mt-2 text-2xl font-semibold text-slate-900">{{ tally.company_count if tally else '-' }}</div>
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<div class="mt-1 text-xs text-slate-500">Read-only discovery</div>
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</div>
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-end gap-4">
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<form method="get" action="/tools/tally" class="flex flex-1 flex-wrap items-end gap-3">
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<label class="min-w-[280px] flex-1 text-sm font-medium text-slate-700">
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Client
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<select name="client_id" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm focus:border-brand-500 focus:outline-none focus:ring-2 focus:ring-brand-100">
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<option value="">Select client</option>
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{% for client in clients %}<option value="{{ client.id }}" {% if selected_client and selected_client.id == client.id %}selected{% endif %}>{{ client.client_name }}</option>{% endfor %}
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</select>
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</label>
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<button type="submit" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Open Client Storage</button>
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</form>
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{% if selected_client %}
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<form method="post" action="/tools/tally/initialize">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<button type="submit" class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white hover:bg-slate-800">Create / Verify .act Storage</button>
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</form>
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{% endif %}
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</div>
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<p class="mt-3 text-xs text-slate-500">Only clients assigned to the logged-in Partner in the active branch are shown.</p>
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</section>
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{% if tally %}
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<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
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<div class="border-b border-slate-100 px-5 py-4">
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<h2 class="font-semibold text-slate-900">Loaded Tally Companies</h2>
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<p class="text-sm text-slate-500">Company name, GUID and GSTIN returned directly by the local TallyPrime instance.</p>
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</div>
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{% if tally.companies %}
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-slate-200 text-sm">
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<thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left font-semibold text-slate-600">Company</th><th class="px-4 py-3 text-left font-semibold text-slate-600">GUID</th><th class="px-4 py-3 text-left font-semibold text-slate-600">GSTIN</th></tr></thead>
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<tbody class="divide-y divide-slate-100">{% for company in tally.companies %}<tr><td class="px-4 py-3 font-medium text-slate-900">{{ company.name }}</td><td class="px-4 py-3 text-slate-600">{{ company.guid or '-' }}</td><td class="px-4 py-3 text-slate-600">{{ company.gstin or '-' }}</td></tr>{% endfor %}</tbody>
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</table>
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</div>
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{% else %}
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<div class="p-6 text-sm text-slate-500">TallyPrime responded, but no loaded company was returned.</div>
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{% endif %}
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</section>
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{% endif %}
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{% if selected_client %}
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{% set accounting = live_result.accounting if live_result else None %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div><h2 class="font-semibold text-slate-900">Accounting Storage</h2><p class="mt-1 text-sm text-slate-500">{{ selected_client.client_name }}</p></div>
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<span class="rounded-full px-3 py-1 text-xs font-semibold {% if accounting and accounting.exists %}bg-emerald-50 text-emerald-700{% else %}bg-amber-50 text-amber-700{% endif %}">{{ 'Initialized' if accounting and accounting.exists else 'Not initialized / not checked' }}</span>
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</div>
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{% if accounting and accounting.exists %}
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<dl class="mt-4 grid gap-4 md:grid-cols-2">
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<div><dt class="text-xs font-semibold uppercase tracking-wide text-slate-500">.act Database</dt><dd class="mt-1 break-all text-sm font-medium text-slate-900">{{ accounting.db_path }}</dd></div>
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<div><dt class="text-xs font-semibold uppercase tracking-wide text-slate-500">Schema Version</dt><dd class="mt-1 text-sm font-medium text-slate-900">{{ accounting.metadata.schema_version or '1' }}</dd></div>
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</dl>
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{% endif %}
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</section>
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{% endif %}
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<div class="rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">Phase 1 is read-only. No ledger, voucher, inventory or write-back operation is performed.</div>
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</div>
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{% endblock %}
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