Add Phase 10 controlled Tally purchase posting
This commit is contained in:
A R R R Associates
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from __future__ import annotations
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from datetime import datetime, timezone
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from sqlalchemy import DateTime, ForeignKey, Integer, String, Text, UniqueConstraint
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from sqlalchemy.orm import Mapped, mapped_column
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from app.core.db.common import CommonBase
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class AccountingPurchasePostingAttempt(CommonBase):
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"""Controlled posting state for one reviewed GSTR-2B purchase.
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Phase 10 intentionally keeps posting separate from the purchase review record so
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accounting review history is never overwritten by workstation/Tally execution state.
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"""
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__tablename__ = "accounting_purchase_posting_attempts"
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__table_args__ = (
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UniqueConstraint(
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"tenant_id", "client_id", "purchase_id",
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name="uq_accounting_purchase_posting_purchase",
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),
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)
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id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
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tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
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client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
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purchase_id: Mapped[int] = mapped_column(
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ForeignKey("accounting_gstr2b_purchases.id", ondelete="CASCADE"), nullable=False, index=True
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)
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workstation_agent_id: Mapped[int | None] = mapped_column(
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ForeignKey("erp_workstation_agents.id", ondelete="SET NULL"), nullable=True, index=True
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)
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tally_guid: Mapped[str] = mapped_column(String(120), nullable=False, default="", index=True)
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tally_company_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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status: Mapped[str] = mapped_column(String(40), nullable=False, default="not_started", index=True)
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preflight_job_id: Mapped[int | None] = mapped_column(
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ForeignKey("erp_agent_jobs.id", ondelete="SET NULL"), nullable=True, index=True
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)
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posting_job_id: Mapped[int | None] = mapped_column(
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ForeignKey("erp_agent_jobs.id", ondelete="SET NULL"), nullable=True, index=True
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)
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preflight_result_json: Mapped[str | None] = mapped_column(Text, nullable=True)
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posting_result_json: Mapped[str | None] = mapped_column(Text, nullable=True)
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last_error: Mapped[str | None] = mapped_column(Text, nullable=True)
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party_ledger_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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purchase_ledger_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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input_igst_ledger_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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input_cgst_ledger_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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input_sgst_ledger_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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input_cess_ledger_name: Mapped[str] = mapped_column(String(240), nullable=False, default="")
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tally_voucher_id: Mapped[str] = mapped_column(String(120), nullable=False, default="")
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tally_voucher_number: Mapped[str] = mapped_column(String(160), nullable=False, default="")
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tally_reference: Mapped[str] = mapped_column(String(160), nullable=False, default="")
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idempotency_key: Mapped[str] = mapped_column(String(200), nullable=False, default="", index=True)
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requested_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
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posted_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id", ondelete="SET NULL"), nullable=True)
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created_at_utc: Mapped[datetime] = mapped_column(
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DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False, index=True
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)
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updated_at_utc: Mapped[datetime] = mapped_column(
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DateTime(timezone=True),
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default=lambda: datetime.now(timezone.utc),
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onupdate=lambda: datetime.now(timezone.utc),
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nullable=False,
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)
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preflight_completed_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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posting_requested_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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posted_at_utc: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
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@@ -0,0 +1,436 @@
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from __future__ import annotations
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import hashlib
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import json
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from datetime import datetime, timezone
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from sqlalchemy import select
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from app.modules.accounting.gstr2b_models import AccountingGSTR2BPurchase
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from app.modules.accounting.purchase_posting_models import AccountingPurchasePostingAttempt
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from app.modules.documents.agent_jobs import enqueue_agent_job
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from app.modules.documents.models import ERPAgentJob, ERPWorkstationAgent
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PREFLIGHT_ACTION = "accounting_purchase_posting_preflight"
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POST_ACTION = "accounting_post_purchase_voucher"
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TERMINAL = {"succeeded", "failed", "cancelled"}
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def _utcnow():
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return datetime.now(timezone.utc)
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def _loads(value, default=None):
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if not value:
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return default if default is not None else {}
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try:
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parsed = json.loads(value)
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return parsed
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except Exception:
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return default if default is not None else {}
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def _dumps(value):
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return json.dumps(value, ensure_ascii=False, separators=(",", ":"), default=str)
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def _base_key(*, tenant_id: int, client_id: int, purchase: AccountingGSTR2BPurchase) -> str:
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raw = "|".join([
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str(tenant_id),
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str(client_id),
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str(purchase.id),
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purchase.supplier_gstin or "",
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purchase.invoice_number or "",
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purchase.invoice_date or "",
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purchase.document_type or "",
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])
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digest = hashlib.sha256(raw.encode("utf-8", "ignore")).hexdigest()[:32]
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return f"purchase:{client_id}:{purchase.id}:{digest}"
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def visible_workstations(db, *, tenant_id: int, branch_id: int | None = None):
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stmt = select(ERPWorkstationAgent).where(
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ERPWorkstationAgent.tenant_id == tenant_id,
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ERPWorkstationAgent.is_active.is_(True),
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)
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if branch_id is not None:
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stmt = stmt.where(ERPWorkstationAgent.branch_id == branch_id)
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return list(db.execute(
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stmt.order_by(
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ERPWorkstationAgent.tally_connected.desc(),
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ERPWorkstationAgent.last_seen_at_utc.desc(),
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ERPWorkstationAgent.id.desc(),
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)
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).scalars().all())
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def _purchase(db, *, tenant_id: int, client_id: int, purchase_id: int):
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return db.execute(select(AccountingGSTR2BPurchase).where(
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AccountingGSTR2BPurchase.id == purchase_id,
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AccountingGSTR2BPurchase.tenant_id == tenant_id,
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AccountingGSTR2BPurchase.client_id == client_id,
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)).scalar_one_or_none()
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def get_attempt(db, *, tenant_id: int, client_id: int, purchase_id: int):
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return db.execute(select(AccountingPurchasePostingAttempt).where(
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AccountingPurchasePostingAttempt.tenant_id == tenant_id,
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AccountingPurchasePostingAttempt.client_id == client_id,
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AccountingPurchasePostingAttempt.purchase_id == purchase_id,
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)).scalar_one_or_none()
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def attempts_for_purchases(db, *, tenant_id: int, client_id: int, purchase_ids):
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ids = [int(x) for x in purchase_ids if x]
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if not ids:
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return {}
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rows = list(db.execute(select(AccountingPurchasePostingAttempt).where(
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AccountingPurchasePostingAttempt.tenant_id == tenant_id,
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AccountingPurchasePostingAttempt.client_id == client_id,
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AccountingPurchasePostingAttempt.purchase_id.in_(ids),
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)).scalars().all())
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return {r.purchase_id: r for r in rows}
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def _ensure_reviewed(purchase: AccountingGSTR2BPurchase):
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if purchase.review_status != "reviewed":
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raise ValueError("Only accountant-reviewed purchases may proceed to Tally posting.")
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if not int(purchase.final_nature_id or 0):
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raise ValueError("The purchase has no final accounting nature.")
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if not (purchase.final_ledger_name or "").strip():
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raise ValueError("The reviewed purchase has no mapped Tally purchase/expense ledger.")
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if (purchase.posting_status or "").lower() == "posted":
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raise ValueError("This purchase is already marked as posted to Tally.")
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def _accounting_relative_dir(client_id: int) -> str:
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# This matches the existing Local Agent accounting-store binding convention.
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return f"Accounting/clients/{int(client_id)}"
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def queue_preflight(
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db,
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*,
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tenant_id: int,
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client_id: int,
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purchase_id: int,
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workstation_id: int,
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user_id: int,
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):
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purchase = _purchase(db, tenant_id=tenant_id, client_id=client_id, purchase_id=purchase_id)
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if not purchase:
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raise ValueError("Purchase record was not found.")
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_ensure_reviewed(purchase)
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workstation = db.get(ERPWorkstationAgent, int(workstation_id))
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if not workstation or not workstation.is_active or workstation.tenant_id != tenant_id:
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raise ValueError("Selected workstation is unavailable.")
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if not workstation.tally_connected:
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raise ValueError("Selected workstation is not currently reporting a Tally connection.")
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tally_guid = (purchase.tally_guid or "").strip()
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if not tally_guid:
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raise ValueError("The purchase is not associated with a mapped Tally company.")
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attempt = get_attempt(
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db, tenant_id=tenant_id, client_id=client_id, purchase_id=purchase.id
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)
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if not attempt:
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attempt = AccountingPurchasePostingAttempt(
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tenant_id=tenant_id,
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client_id=client_id,
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purchase_id=purchase.id,
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tally_guid=tally_guid,
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purchase_ledger_name=(purchase.final_ledger_name or "").strip(),
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status="not_started",
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requested_by_user_id=user_id,
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idempotency_key=_base_key(
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tenant_id=tenant_id, client_id=client_id, purchase=purchase
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),
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)
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db.add(attempt)
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db.flush()
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if attempt.status == "posted":
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raise ValueError("This purchase has already been posted.")
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if attempt.status in {"posting_queued", "posting_claimed", "posting_indeterminate"}:
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raise ValueError("A posting job is already active or requires manual verification.")
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attempt.workstation_agent_id = workstation.id
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attempt.tally_guid = tally_guid
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attempt.purchase_ledger_name = (purchase.final_ledger_name or "").strip()
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attempt.requested_by_user_id = user_id
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attempt.last_error = None
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payload = {
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"client_id": client_id,
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"tenant_id": tenant_id,
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"accounting_relative_dir": _accounting_relative_dir(client_id),
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"tally_guid": tally_guid,
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"supplier_gstin": purchase.supplier_gstin or "",
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"supplier_name": purchase.supplier_name or "",
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"invoice_number": purchase.invoice_number or "",
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"invoice_date": purchase.invoice_date or "",
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"invoice_value": float(purchase.invoice_value or 0),
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"taxable_value": float(purchase.taxable_value or 0),
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"igst": float(purchase.igst or 0),
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"cgst": float(purchase.cgst or 0),
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"sgst": float(purchase.sgst or 0),
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"cess": float(purchase.cess or 0),
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"purchase_ledger_name": attempt.purchase_ledger_name,
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"erp_purchase_id": purchase.id,
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"requested_by_user_id": user_id,
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}
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job = enqueue_agent_job(
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db,
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workstation_agent_id=workstation.id,
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action=PREFLIGHT_ACTION,
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payload=payload,
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idempotency_key=f"{attempt.idempotency_key}:preflight:{workstation.id}",
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priority=9,
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max_attempts=2,
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created_by_user_id=user_id,
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)
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attempt.preflight_job_id = job.id
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attempt.status = "preflight_queued"
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attempt.updated_at_utc = _utcnow()
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db.add(attempt)
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db.commit()
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db.refresh(attempt)
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return attempt
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def _job_result(job: ERPAgentJob | None):
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if not job:
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return {}
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return _loads(job.result_json, {})
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def sync_attempt(db, attempt: AccountingPurchasePostingAttempt):
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changed = False
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if attempt.preflight_job_id and attempt.status.startswith("preflight"):
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job = db.get(ERPAgentJob, attempt.preflight_job_id)
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if job:
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if job.status == "claimed" and attempt.status != "preflight_claimed":
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attempt.status = "preflight_claimed"
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changed = True
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elif job.status == "succeeded":
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result = _job_result(job)
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attempt.preflight_result_json = _dumps(result)
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attempt.tally_company_name = str(
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result.get("company_name")
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or (result.get("company") or {}).get("name")
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or ""
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)[:240]
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attempt.status = "preflight_ready"
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attempt.preflight_completed_at_utc = job.completed_at_utc or _utcnow()
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attempt.last_error = None
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changed = True
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elif job.status in {"failed", "cancelled"}:
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attempt.status = "preflight_failed"
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attempt.last_error = job.last_error or f"Preflight job {job.status}."
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changed = True
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if attempt.posting_job_id and attempt.status.startswith("posting"):
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job = db.get(ERPAgentJob, attempt.posting_job_id)
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if job:
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if job.status == "claimed" and attempt.status != "posting_claimed":
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attempt.status = "posting_claimed"
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changed = True
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elif job.status == "succeeded":
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result = _job_result(job)
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attempt.posting_result_json = _dumps(result)
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tally_result = result.get("tally_result") or result
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attempt.tally_voucher_id = str(
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tally_result.get("last_voucher_id")
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or tally_result.get("voucher_id")
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or ""
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)[:120]
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attempt.tally_voucher_number = str(
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tally_result.get("voucher_number")
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or tally_result.get("last_voucher_id")
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or ""
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)[:160]
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attempt.tally_reference = str(
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result.get("reference")
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or tally_result.get("reference")
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or ""
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)[:160]
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attempt.status = "posted"
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attempt.posted_at_utc = job.completed_at_utc or _utcnow()
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attempt.last_error = None
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purchase = db.get(AccountingGSTR2BPurchase, attempt.purchase_id)
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if purchase:
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purchase.posting_status = "posted"
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db.add(purchase)
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changed = True
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elif job.status == "failed":
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error = job.last_error or "Tally posting failed."
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# Phase 2 agent uses this phrase when execution began but acknowledgement
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# was lost. Never automatically requeue a financial write in this case.
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if "Verify Tally before retrying" in error or "interrupted before acknowledgement" in error.lower():
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attempt.status = "posting_indeterminate"
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else:
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attempt.status = "posting_failed"
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attempt.last_error = error
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changed = True
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elif job.status == "cancelled":
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attempt.status = "posting_failed"
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attempt.last_error = "Posting job was cancelled."
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changed = True
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if changed:
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attempt.updated_at_utc = _utcnow()
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db.add(attempt)
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db.commit()
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db.refresh(attempt)
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return attempt
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def sync_attempts(db, attempts):
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return [sync_attempt(db, a) for a in attempts]
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def preflight_choices(attempt: AccountingPurchasePostingAttempt):
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result = _loads(attempt.preflight_result_json, {})
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return {
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"party_candidates": result.get("party_candidates") or [],
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"igst_candidates": result.get("igst_candidates") or [],
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"cgst_candidates": result.get("cgst_candidates") or [],
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"sgst_candidates": result.get("sgst_candidates") or [],
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"cess_candidates": result.get("cess_candidates") or [],
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"duplicate_candidates": result.get("duplicate_candidates") or [],
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"purchase_ledger_verified": bool(result.get("purchase_ledger_verified")),
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"company_name": result.get("company_name") or "",
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"company_guid": result.get("company_guid") or "",
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}
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def queue_post(
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db,
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*,
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tenant_id: int,
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client_id: int,
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purchase_id: int,
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party_ledger_name: str,
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input_igst_ledger_name: str,
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input_cgst_ledger_name: str,
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input_sgst_ledger_name: str,
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input_cess_ledger_name: str,
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user_id: int,
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):
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purchase = _purchase(db, tenant_id=tenant_id, client_id=client_id, purchase_id=purchase_id)
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if not purchase:
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raise ValueError("Purchase record was not found.")
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_ensure_reviewed(purchase)
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attempt = get_attempt(
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db, tenant_id=tenant_id, client_id=client_id, purchase_id=purchase.id
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)
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if not attempt:
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raise ValueError("Run workstation preflight before posting.")
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attempt = sync_attempt(db, attempt)
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if attempt.status != "preflight_ready":
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raise ValueError("Successful workstation preflight is required before posting.")
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if not attempt.workstation_agent_id:
|
||||
raise ValueError("No workstation is attached to this posting attempt.")
|
||||
|
||||
choices = preflight_choices(attempt)
|
||||
if not choices["purchase_ledger_verified"]:
|
||||
raise ValueError("The reviewed purchase/expense ledger was not verified in the open Tally company.")
|
||||
if choices["duplicate_candidates"]:
|
||||
raise ValueError(
|
||||
"A possible duplicate Purchase voucher exists in Tally. Verify it before posting."
|
||||
)
|
||||
|
||||
def allowed(name, key, required):
|
||||
value = (name or "").strip()
|
||||
candidates = {str(x.get("name") or "").strip() for x in choices[key]}
|
||||
if required and not value:
|
||||
raise ValueError(f"Select {key.replace('_candidates','').upper()} ledger.")
|
||||
if value and value not in candidates:
|
||||
raise ValueError("Selected ledger was not returned by the current workstation preflight.")
|
||||
return value
|
||||
|
||||
party = allowed(party_ledger_name, "party_candidates", True)
|
||||
igst = allowed(input_igst_ledger_name, "igst_candidates", float(purchase.igst or 0) > 0)
|
||||
cgst = allowed(input_cgst_ledger_name, "cgst_candidates", float(purchase.cgst or 0) > 0)
|
||||
sgst = allowed(input_sgst_ledger_name, "sgst_candidates", float(purchase.sgst or 0) > 0)
|
||||
cess = allowed(input_cess_ledger_name, "cess_candidates", float(purchase.cess or 0) > 0)
|
||||
|
||||
if not attempt.tally_company_name:
|
||||
raise ValueError("Preflight did not return a valid Tally company name.")
|
||||
|
||||
reference = (purchase.invoice_number or f"ERP-{purchase.id}")[:160]
|
||||
narration = (
|
||||
f"Purchase imported from reviewed ERP GSTR-2B document #{purchase.id}; "
|
||||
f"supplier GSTIN {purchase.supplier_gstin or '-'}; invoice {reference}"
|
||||
)[:1000]
|
||||
|
||||
payload = {
|
||||
"client_id": client_id,
|
||||
"tenant_id": tenant_id,
|
||||
"accounting_relative_dir": _accounting_relative_dir(client_id),
|
||||
"tally_guid": attempt.tally_guid,
|
||||
"company_name": attempt.tally_company_name,
|
||||
"erp_purchase_id": purchase.id,
|
||||
"invoice_number": purchase.invoice_number or "",
|
||||
"invoice_date": purchase.invoice_date or "",
|
||||
"supplier_gstin": purchase.supplier_gstin or "",
|
||||
"supplier_name": purchase.supplier_name or "",
|
||||
"party_ledger_name": party,
|
||||
"purchase_ledger_name": attempt.purchase_ledger_name,
|
||||
"input_igst_ledger_name": igst,
|
||||
"input_cgst_ledger_name": cgst,
|
||||
"input_sgst_ledger_name": sgst,
|
||||
"input_cess_ledger_name": cess,
|
||||
"taxable_value": round(float(purchase.taxable_value or 0), 2),
|
||||
"igst": round(float(purchase.igst or 0), 2),
|
||||
"cgst": round(float(purchase.cgst or 0), 2),
|
||||
"sgst": round(float(purchase.sgst or 0), 2),
|
||||
"cess": round(float(purchase.cess or 0), 2),
|
||||
"invoice_value": round(float(purchase.invoice_value or 0), 2),
|
||||
"reference": reference,
|
||||
"narration": narration,
|
||||
"requested_by_user_id": user_id,
|
||||
"posting_attempt_id": attempt.id,
|
||||
}
|
||||
|
||||
workstation = db.get(ERPWorkstationAgent, attempt.workstation_agent_id)
|
||||
if not workstation or not workstation.is_active:
|
||||
raise ValueError("Selected workstation is no longer active.")
|
||||
|
||||
# Deterministic key means clicking Post again returns the same durable job.
|
||||
job = enqueue_agent_job(
|
||||
db,
|
||||
workstation_agent_id=workstation.id,
|
||||
action=POST_ACTION,
|
||||
payload=payload,
|
||||
idempotency_key=f"{attempt.idempotency_key}:post:{workstation.id}",
|
||||
priority=10,
|
||||
max_attempts=1, # Financial writes are never automatically retried.
|
||||
created_by_user_id=user_id,
|
||||
)
|
||||
|
||||
attempt.party_ledger_name = party
|
||||
attempt.input_igst_ledger_name = igst
|
||||
attempt.input_cgst_ledger_name = cgst
|
||||
attempt.input_sgst_ledger_name = sgst
|
||||
attempt.input_cess_ledger_name = cess
|
||||
attempt.posting_job_id = job.id
|
||||
attempt.posting_requested_at_utc = _utcnow()
|
||||
attempt.posted_by_user_id = user_id
|
||||
attempt.status = "posting_queued"
|
||||
attempt.last_error = None
|
||||
attempt.updated_at_utc = _utcnow()
|
||||
db.add(attempt)
|
||||
|
||||
purchase.posting_status = "queued"
|
||||
db.add(purchase)
|
||||
db.commit()
|
||||
db.refresh(attempt)
|
||||
return attempt
|
||||
@@ -0,0 +1,201 @@
|
||||
from __future__ import annotations
|
||||
|
||||
from urllib.parse import urlencode
|
||||
|
||||
from fastapi import APIRouter, Form, Request
|
||||
from fastapi.responses import RedirectResponse
|
||||
|
||||
from app.core.db.common import CommonSessionLocal
|
||||
from app.core.security.csrf import get_or_create_csrf_token, validate_csrf
|
||||
from app.core.templating import templates
|
||||
from app.modules.accounting.purchase_posting_service import (
|
||||
attempts_for_purchases,
|
||||
preflight_choices,
|
||||
queue_post,
|
||||
queue_preflight,
|
||||
sync_attempts,
|
||||
visible_workstations,
|
||||
)
|
||||
from app.modules.accounting.purchase_review_service import review_queue
|
||||
from app.modules.accounting.ui import _find_visible_client, _require_partner, _visible_clients
|
||||
from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
|
||||
|
||||
router = APIRouter(prefix="/tools/accounting/purchase-posting", tags=["accounting-purchase-posting-ui"])
|
||||
|
||||
|
||||
def _redirect(client_id: int, *, message: str = "", error: str = "", page: int = 1, per_page: int = 25):
|
||||
params = {"client_id": client_id, "page": page, "per_page": per_page}
|
||||
if message:
|
||||
params["message"] = message[:240]
|
||||
if error:
|
||||
params["error"] = error[:240]
|
||||
return RedirectResponse(
|
||||
url="/tools/accounting/purchase-posting?" + urlencode(params),
|
||||
status_code=303,
|
||||
)
|
||||
|
||||
|
||||
@router.get("")
|
||||
def page(
|
||||
request: Request,
|
||||
client_id: int | None = None,
|
||||
page: int = 1,
|
||||
per_page: int = 25,
|
||||
message: str = "",
|
||||
error: str = "",
|
||||
):
|
||||
db = CommonSessionLocal()
|
||||
try:
|
||||
user, response = _require_partner(request, db, "accounting.learning.view")
|
||||
if response:
|
||||
return response
|
||||
clients, scope = _visible_clients(db, request, user)
|
||||
selected = next((c for c in clients if client_id and int(c.id) == int(client_id)), None)
|
||||
|
||||
result = None
|
||||
attempts = {}
|
||||
choices = {}
|
||||
workstations = []
|
||||
|
||||
if selected:
|
||||
# Phase 10 intentionally starts only from reviewed purchases.
|
||||
result = review_queue(
|
||||
db,
|
||||
tenant_id=scope.tenant_id,
|
||||
client_id=selected.id,
|
||||
status="reviewed",
|
||||
page=page,
|
||||
per_page=per_page,
|
||||
)
|
||||
ids = [row[0].id for row in result.rows]
|
||||
attempts = attempts_for_purchases(
|
||||
db, tenant_id=scope.tenant_id, client_id=selected.id, purchase_ids=ids
|
||||
)
|
||||
sync_attempts(db, list(attempts.values()))
|
||||
attempts = attempts_for_purchases(
|
||||
db, tenant_id=scope.tenant_id, client_id=selected.id, purchase_ids=ids
|
||||
)
|
||||
choices = {
|
||||
pid: preflight_choices(attempt)
|
||||
for pid, attempt in attempts.items()
|
||||
if attempt.preflight_result_json
|
||||
}
|
||||
|
||||
branch_id = getattr(user, "branch_id", None)
|
||||
workstations = visible_workstations(
|
||||
db, tenant_id=scope.tenant_id, branch_id=branch_id
|
||||
)
|
||||
|
||||
return templates.TemplateResponse(
|
||||
"modules/accounting/templates/accounting/purchase_posting.html",
|
||||
{
|
||||
"request": request,
|
||||
"current_user": user,
|
||||
"current_user_roles": get_user_roles(db, user.id),
|
||||
"current_user_permissions": get_user_permissions(db, user.id),
|
||||
"csrf_token": get_or_create_csrf_token(request),
|
||||
"title": "Controlled Tally Purchase Posting",
|
||||
"clients": clients,
|
||||
"selected_client": selected,
|
||||
"result": result,
|
||||
"attempts": attempts,
|
||||
"choices": choices,
|
||||
"workstations": workstations,
|
||||
"message": message,
|
||||
"error": error,
|
||||
},
|
||||
)
|
||||
finally:
|
||||
db.close()
|
||||
|
||||
|
||||
@router.post("/purchase/{purchase_id}/preflight")
|
||||
def preflight(
|
||||
request: Request,
|
||||
purchase_id: int,
|
||||
client_id: int = Form(...),
|
||||
workstation_id: int = Form(...),
|
||||
page: int = Form(1),
|
||||
per_page: int = Form(25),
|
||||
csrf_token: str = Form(...),
|
||||
):
|
||||
validate_csrf(request, csrf_token)
|
||||
db = CommonSessionLocal()
|
||||
try:
|
||||
user, response = _require_partner(request, db, "accounting.learning.manage")
|
||||
if response:
|
||||
return response
|
||||
client, _, scope = _find_visible_client(db, request, user, client_id)
|
||||
if not client:
|
||||
from app.core.http_responses import ui_access_denied
|
||||
return ui_access_denied()
|
||||
|
||||
queue_preflight(
|
||||
db,
|
||||
tenant_id=scope.tenant_id,
|
||||
client_id=client.id,
|
||||
purchase_id=purchase_id,
|
||||
workstation_id=workstation_id,
|
||||
user_id=user.id,
|
||||
)
|
||||
return _redirect(
|
||||
client.id,
|
||||
message="Workstation preflight queued. Refresh this page after the agent processes the job.",
|
||||
page=page,
|
||||
per_page=per_page,
|
||||
)
|
||||
except Exception as exc:
|
||||
db.rollback()
|
||||
return _redirect(client_id, error=str(exc), page=page, per_page=per_page)
|
||||
finally:
|
||||
db.close()
|
||||
|
||||
|
||||
@router.post("/purchase/{purchase_id}/post")
|
||||
def post(
|
||||
request: Request,
|
||||
purchase_id: int,
|
||||
client_id: int = Form(...),
|
||||
party_ledger_name: str = Form(...),
|
||||
input_igst_ledger_name: str = Form(""),
|
||||
input_cgst_ledger_name: str = Form(""),
|
||||
input_sgst_ledger_name: str = Form(""),
|
||||
input_cess_ledger_name: str = Form(""),
|
||||
page: int = Form(1),
|
||||
per_page: int = Form(25),
|
||||
csrf_token: str = Form(...),
|
||||
):
|
||||
validate_csrf(request, csrf_token)
|
||||
db = CommonSessionLocal()
|
||||
try:
|
||||
user, response = _require_partner(request, db, "accounting.learning.manage")
|
||||
if response:
|
||||
return response
|
||||
client, _, scope = _find_visible_client(db, request, user, client_id)
|
||||
if not client:
|
||||
from app.core.http_responses import ui_access_denied
|
||||
return ui_access_denied()
|
||||
|
||||
queue_post(
|
||||
db,
|
||||
tenant_id=scope.tenant_id,
|
||||
client_id=client.id,
|
||||
purchase_id=purchase_id,
|
||||
party_ledger_name=party_ledger_name,
|
||||
input_igst_ledger_name=input_igst_ledger_name,
|
||||
input_cgst_ledger_name=input_cgst_ledger_name,
|
||||
input_sgst_ledger_name=input_sgst_ledger_name,
|
||||
input_cess_ledger_name=input_cess_ledger_name,
|
||||
user_id=user.id,
|
||||
)
|
||||
return _redirect(
|
||||
client.id,
|
||||
message="Controlled Purchase voucher job queued. Refresh to see the workstation/Tally result.",
|
||||
page=page,
|
||||
per_page=per_page,
|
||||
)
|
||||
except Exception as exc:
|
||||
db.rollback()
|
||||
return _redirect(client_id, error=str(exc), page=page, per_page=per_page)
|
||||
finally:
|
||||
db.close()
|
||||
@@ -0,0 +1,252 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<div class="space-y-6">
|
||||
<div class="flex flex-wrap items-start justify-between gap-4">
|
||||
<div>
|
||||
<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Tools · Accounting Intelligence</p>
|
||||
<h1 class="mt-1 text-2xl font-semibold text-slate-900">Controlled Tally Purchase Posting</h1>
|
||||
<p class="mt-1 max-w-4xl text-sm text-slate-500">Phase 10 posts only accountant-reviewed purchases. Every voucher must pass workstation preflight, open-company verification, Tally ledger validation, duplicate screening and a durable Phase 2 idempotent job. Financial write jobs are never automatically retried.</p>
|
||||
</div>
|
||||
<div class="flex flex-wrap gap-2">
|
||||
<a href="/tools/accounting/purchase-review{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Purchase Review</a>
|
||||
<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Back to Tally</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{% if message %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm font-medium text-emerald-800">{{ message }}</div>{% endif %}
|
||||
{% if error %}<div class="rounded-xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-800">{{ error }}</div>{% endif %}
|
||||
|
||||
<div class="rounded-xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-900">
|
||||
<strong>Controlled write boundary:</strong> Phase 10 never creates Tally ledgers or stock items. If a creditor, purchase ledger or GST input ledger cannot be verified in the currently opened Tally company, posting is blocked.
|
||||
</div>
|
||||
|
||||
<section class="rounded-2xl bg-white p-5 shadow-soft">
|
||||
<form method="get" action="/tools/accounting/purchase-posting" class="grid gap-4 md:grid-cols-4">
|
||||
<label class="text-sm font-medium text-slate-700 md:col-span-2">
|
||||
ERP Client
|
||||
<select name="client_id" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
|
||||
<option value="">Select client</option>
|
||||
{% for client in clients %}
|
||||
<option value="{{ client.id }}" {% if selected_client and selected_client.id == client.id %}selected{% endif %}>{{ client.client_name }}</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% if selected_client %}
|
||||
<label class="text-sm font-medium text-slate-700">
|
||||
Rows
|
||||
<select name="per_page" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
|
||||
{% for size in [10,25,50,100] %}<option value="{{ size }}" {% if result and result.per_page == size %}selected{% endif %}>{{ size }}</option>{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% endif %}
|
||||
<div class="flex items-end"><button class="w-full rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Load Reviewed Purchases</button></div>
|
||||
</form>
|
||||
</section>
|
||||
|
||||
{% if selected_client and result %}
|
||||
<section class="rounded-2xl bg-white shadow-soft">
|
||||
<div class="flex flex-wrap items-center justify-between gap-3 border-b border-slate-200 px-5 py-4">
|
||||
<div>
|
||||
<h2 class="font-semibold text-slate-900">Reviewed Purchase Queue</h2>
|
||||
<p class="mt-1 text-sm text-slate-500">{{ result.total }} reviewed purchase(s) · page {{ result.page }} of {{ result.pages }}</p>
|
||||
</div>
|
||||
<a href="/tools/accounting/purchase-posting?client_id={{ selected_client.id }}&page={{ result.page }}&per_page={{ result.per_page }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Refresh Job Status</a>
|
||||
</div>
|
||||
|
||||
<div class="divide-y divide-slate-100">
|
||||
{% for tuple_row in result.rows %}
|
||||
{% set row = tuple_row[0] %}
|
||||
{% set attempt = attempts.get(row.id) %}
|
||||
{% set choice = choices.get(row.id) %}
|
||||
<article class="p-5">
|
||||
<div class="grid gap-5 xl:grid-cols-12">
|
||||
<div class="xl:col-span-3">
|
||||
<div class="flex flex-wrap items-center gap-2">
|
||||
<h3 class="font-semibold text-slate-900">{{ row.supplier_name or row.supplier_gstin or 'Supplier' }}</h3>
|
||||
{% if row.posting_status == 'posted' or (attempt and attempt.status == 'posted') %}
|
||||
<span class="rounded-full bg-emerald-50 px-2 py-1 text-xs font-semibold text-emerald-700">Posted</span>
|
||||
{% elif attempt %}
|
||||
<span class="rounded-full bg-blue-50 px-2 py-1 text-xs font-semibold text-blue-700">{{ attempt.status|replace('_',' ')|title }}</span>
|
||||
{% else %}
|
||||
<span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-600">Not started</span>
|
||||
{% endif %}
|
||||
</div>
|
||||
<div class="mt-2 space-y-1 text-sm text-slate-600">
|
||||
<div>GSTIN: <span class="font-medium text-slate-900">{{ row.supplier_gstin or '-' }}</span></div>
|
||||
<div>Invoice: <span class="font-medium text-slate-900">{{ row.invoice_number }}</span> · {{ row.invoice_date }}</div>
|
||||
<div>Taxable: <span class="font-medium text-slate-900">₹{{ '%.2f'|format(row.taxable_value) }}</span></div>
|
||||
<div>Invoice Value: <span class="font-medium text-slate-900">₹{{ '%.2f'|format(row.invoice_value) }}</span></div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="xl:col-span-3">
|
||||
<div class="rounded-xl bg-slate-50 p-3">
|
||||
<div class="text-xs font-semibold uppercase text-slate-500">Reviewed treatment</div>
|
||||
<div class="mt-1 font-semibold text-slate-900">{{ row.final_ledger_name }}</div>
|
||||
<div class="mt-2 grid grid-cols-2 gap-2 text-xs text-slate-600">
|
||||
<div>IGST ₹{{ '%.2f'|format(row.igst) }}</div>
|
||||
<div>CGST ₹{{ '%.2f'|format(row.cgst) }}</div>
|
||||
<div>SGST ₹{{ '%.2f'|format(row.sgst) }}</div>
|
||||
<div>Cess ₹{{ '%.2f'|format(row.cess) }}</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="xl:col-span-6">
|
||||
{% if not attempt %}
|
||||
<form method="post" action="/tools/accounting/purchase-posting/purchase/{{ row.id }}/preflight" class="rounded-xl border border-slate-200 p-4">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
|
||||
<input type="hidden" name="page" value="{{ result.page }}" />
|
||||
<input type="hidden" name="per_page" value="{{ result.per_page }}" />
|
||||
<label class="text-sm font-medium text-slate-700">
|
||||
Workstation running the correct open Tally company
|
||||
<select name="workstation_id" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
|
||||
<option value="">Select workstation</option>
|
||||
{% for ws in workstations %}
|
||||
<option value="{{ ws.id }}">{{ ws.machine_name }} · Agent {{ ws.agent_version or '-' }} · {{ 'Tally connected' if ws.tally_connected else 'Tally offline' }}</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
<button class="mt-3 rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white">Run Tally Preflight</button>
|
||||
</form>
|
||||
|
||||
{% elif attempt.status in ['preflight_queued','preflight_claimed'] %}
|
||||
<div class="rounded-xl border border-blue-200 bg-blue-50 p-4 text-sm text-blue-800">
|
||||
Preflight is waiting for workstation <strong>#{{ attempt.workstation_agent_id }}</strong>. Refresh after the Local Agent processes it.
|
||||
</div>
|
||||
|
||||
{% elif attempt.status == 'preflight_failed' %}
|
||||
<div class="rounded-xl border border-red-200 bg-red-50 p-4">
|
||||
<div class="text-sm font-semibold text-red-800">Preflight failed</div>
|
||||
<div class="mt-1 text-sm text-red-700">{{ attempt.last_error }}</div>
|
||||
<form method="post" action="/tools/accounting/purchase-posting/purchase/{{ row.id }}/preflight" class="mt-3">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
|
||||
<input type="hidden" name="page" value="{{ result.page }}" />
|
||||
<input type="hidden" name="per_page" value="{{ result.per_page }}" />
|
||||
<select name="workstation_id" required class="w-full rounded-lg border border-red-300 bg-white px-3 py-2 text-sm">
|
||||
<option value="">Select workstation</option>
|
||||
{% for ws in workstations %}<option value="{{ ws.id }}">{{ ws.machine_name }} · {{ 'Tally connected' if ws.tally_connected else 'Tally offline' }}</option>{% endfor %}
|
||||
</select>
|
||||
<button class="mt-2 rounded-lg bg-red-700 px-3 py-2 text-sm font-semibold text-white">Run New Preflight</button>
|
||||
</form>
|
||||
</div>
|
||||
|
||||
{% elif attempt.status == 'preflight_ready' and choice %}
|
||||
{% if choice.duplicate_candidates %}
|
||||
<div class="rounded-xl border border-red-200 bg-red-50 p-4">
|
||||
<div class="text-sm font-semibold text-red-800">Possible duplicate found in Tally — posting blocked</div>
|
||||
{% for dup in choice.duplicate_candidates[:5] %}
|
||||
<div class="mt-2 text-xs text-red-700">{{ dup.voucher_number or '-' }} · {{ dup.reference or '-' }} · {{ dup.party_ledger_name or '-' }}</div>
|
||||
{% endfor %}
|
||||
</div>
|
||||
{% elif not choice.purchase_ledger_verified %}
|
||||
<div class="rounded-xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Reviewed purchase ledger <strong>{{ row.final_ledger_name }}</strong> was not found in the currently opened Tally company. Sync/fix the mapping before posting.</div>
|
||||
{% else %}
|
||||
<form method="post" action="/tools/accounting/purchase-posting/purchase/{{ row.id }}/post" class="rounded-xl border border-emerald-200 bg-emerald-50 p-4">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
|
||||
<input type="hidden" name="page" value="{{ result.page }}" />
|
||||
<input type="hidden" name="per_page" value="{{ result.per_page }}" />
|
||||
|
||||
<div class="text-xs font-semibold uppercase text-emerald-700">Preflight passed · {{ choice.company_name }}</div>
|
||||
<div class="mt-3 grid gap-3 md:grid-cols-2">
|
||||
<label class="text-xs font-semibold text-slate-700">
|
||||
Creditor / Party Ledger
|
||||
<select name="party_ledger_name" required class="mt-1 w-full rounded-lg border border-emerald-300 bg-white px-2 py-2 text-sm">
|
||||
<option value="">Select party ledger</option>
|
||||
{% for x in choice.party_candidates %}<option value="{{ x.name }}">{{ x.name }}{% if x.gstin %} · {{ x.gstin }}{% endif %}</option>{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
|
||||
{% if row.igst > 0 %}
|
||||
<label class="text-xs font-semibold text-slate-700">
|
||||
Input IGST Ledger
|
||||
<select name="input_igst_ledger_name" required class="mt-1 w-full rounded-lg border border-emerald-300 bg-white px-2 py-2 text-sm">
|
||||
<option value="">Select IGST ledger</option>
|
||||
{% for x in choice.igst_candidates %}<option value="{{ x.name }}">{{ x.name }}</option>{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% else %}<input type="hidden" name="input_igst_ledger_name" value="" />{% endif %}
|
||||
|
||||
{% if row.cgst > 0 %}
|
||||
<label class="text-xs font-semibold text-slate-700">
|
||||
Input CGST Ledger
|
||||
<select name="input_cgst_ledger_name" required class="mt-1 w-full rounded-lg border border-emerald-300 bg-white px-2 py-2 text-sm">
|
||||
<option value="">Select CGST ledger</option>
|
||||
{% for x in choice.cgst_candidates %}<option value="{{ x.name }}">{{ x.name }}</option>{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% else %}<input type="hidden" name="input_cgst_ledger_name" value="" />{% endif %}
|
||||
|
||||
{% if row.sgst > 0 %}
|
||||
<label class="text-xs font-semibold text-slate-700">
|
||||
Input SGST Ledger
|
||||
<select name="input_sgst_ledger_name" required class="mt-1 w-full rounded-lg border border-emerald-300 bg-white px-2 py-2 text-sm">
|
||||
<option value="">Select SGST ledger</option>
|
||||
{% for x in choice.sgst_candidates %}<option value="{{ x.name }}">{{ x.name }}</option>{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% else %}<input type="hidden" name="input_sgst_ledger_name" value="" />{% endif %}
|
||||
|
||||
{% if row.cess > 0 %}
|
||||
<label class="text-xs font-semibold text-slate-700">
|
||||
Input Cess Ledger
|
||||
<select name="input_cess_ledger_name" required class="mt-1 w-full rounded-lg border border-emerald-300 bg-white px-2 py-2 text-sm">
|
||||
<option value="">Select Cess ledger</option>
|
||||
{% for x in choice.cess_candidates %}<option value="{{ x.name }}">{{ x.name }}</option>{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% else %}<input type="hidden" name="input_cess_ledger_name" value="" />{% endif %}
|
||||
</div>
|
||||
<button class="mt-4 rounded-xl bg-emerald-700 px-4 py-2 text-sm font-semibold text-white hover:bg-emerald-800">Post Reviewed Purchase to Tally</button>
|
||||
</form>
|
||||
{% endif %}
|
||||
|
||||
{% elif attempt.status in ['posting_queued','posting_claimed'] %}
|
||||
<div class="rounded-xl border border-blue-200 bg-blue-50 p-4 text-sm text-blue-800">Purchase posting job is being executed by the selected workstation. Do not submit another posting job.</div>
|
||||
|
||||
{% elif attempt.status == 'posted' %}
|
||||
<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-4">
|
||||
<div class="text-sm font-semibold text-emerald-800">Posted successfully to Tally</div>
|
||||
<div class="mt-2 text-sm text-slate-700">Company: {{ attempt.tally_company_name }}</div>
|
||||
<div class="text-sm text-slate-700">Voucher/ID: {{ attempt.tally_voucher_number or attempt.tally_voucher_id or '-' }}</div>
|
||||
<div class="text-sm text-slate-700">Reference: {{ attempt.tally_reference or row.invoice_number }}</div>
|
||||
</div>
|
||||
|
||||
{% elif attempt.status == 'posting_indeterminate' %}
|
||||
<div class="rounded-xl border border-red-300 bg-red-50 p-4">
|
||||
<div class="text-sm font-bold text-red-800">Manual verification required — do not retry</div>
|
||||
<div class="mt-1 text-sm text-red-700">{{ attempt.last_error }}</div>
|
||||
<div class="mt-2 text-xs text-red-700">The Local Agent began execution but acknowledgement was lost. Check Tally for invoice {{ row.invoice_number }} before any further action.</div>
|
||||
</div>
|
||||
|
||||
{% elif attempt.status == 'posting_failed' %}
|
||||
<div class="rounded-xl border border-red-200 bg-red-50 p-4">
|
||||
<div class="text-sm font-semibold text-red-800">Tally posting failed</div>
|
||||
<div class="mt-1 text-sm text-red-700">{{ attempt.last_error }}</div>
|
||||
<div class="mt-2 text-xs text-red-700">Run a new preflight after correcting the Tally-side issue. The prior financial write job is never automatically retried.</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
</article>
|
||||
{% else %}
|
||||
<div class="p-10 text-center text-sm text-slate-500">No accountant-reviewed purchases are available for posting.</div>
|
||||
{% endfor %}
|
||||
</div>
|
||||
|
||||
{% if result.pages > 1 %}
|
||||
<div class="flex items-center justify-between border-t border-slate-200 px-5 py-4">
|
||||
<span class="text-sm text-slate-500">Page {{ result.page }} of {{ result.pages }}</span>
|
||||
<div class="flex gap-2">
|
||||
{% if result.page > 1 %}<a href="?client_id={{ selected_client.id }}&per_page={{ result.per_page }}&page={{ result.page - 1 }}" class="rounded-lg border border-slate-300 px-3 py-2 text-sm font-semibold">Previous</a>{% endif %}
|
||||
{% if result.page < result.pages %}<a href="?client_id={{ selected_client.id }}&per_page={{ result.per_page }}&page={{ result.page + 1 }}" class="rounded-lg border border-slate-300 px-3 py-2 text-sm font-semibold">Next</a>{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
</section>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -19,6 +19,7 @@
|
||||
{% if selected_client %}<a href="/tools/accounting/gstr2b?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">GSTR-2B Intelligence</a>{% endif %}
|
||||
{% if selected_client %}<a href="/tools/accounting/purchase-enrichment?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">E-Invoice / E-Way Bill</a>{% endif %}
|
||||
{% if selected_client %}<a href="/tools/accounting/purchase-review?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Purchase Review</a>{% endif %}
|
||||
{% if selected_client %}<a href="/tools/accounting/purchase-posting?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Post to Tally</a>{% endif %}
|
||||
{% if selected_client %}<a href="/tools/tally/depreciation?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Depreciation (IT)</a>{% endif %}
|
||||
<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">Refresh Tally Companies</a>
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user