Prepare ERP source for Gitea deployment
This commit is contained in:
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>
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<h1 class="text-2xl font-semibold">Create Branch</h1>
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<p class="mt-1 text-sm text-slate-500">
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System Admin can create branches for any audit firm. Firm Admin can create branches only for their own audit firm.
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</p>
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</div>
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{% if flash %}
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<div class="rounded-2xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-900">
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{{ flash }}
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</div>
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{% endif %}
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<form class="rounded-2xl border bg-white p-5 shadow-soft max-w-5xl" method="post">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<div class="grid gap-5">
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<div class="grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Firm</span>
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{% if can_change_tenant %}
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<select class="border rounded-xl px-3 py-2" name="tenant_id" required>
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<option value="">Select Firm</option>
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{% for t in tenants %}
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<option value="{{ t.id }}" {% if selected_tenant_id == t.id %}selected{% endif %}>
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{{ t.name }} ({{ t.code }})
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</option>
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{% endfor %}
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</select>
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{% else %}
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<input type="hidden" name="tenant_id" value="{{ selected_tenant_id }}" />
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<div class="rounded-xl border bg-slate-50 px-3 py-2 text-sm text-slate-700">
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{% for t in tenants %}
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{% if t.id == selected_tenant_id %}
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{{ t.name }} ({{ t.code }})
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{% endif %}
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{% endfor %}
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</div>
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{% endif %}
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Branch Code</span>
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<input class="border rounded-xl px-3 py-2" name="code" required />
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</label>
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</div>
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<div class="grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Branch Name</span>
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<input class="border rounded-xl px-3 py-2" name="name" required />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Timezone</span>
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<input class="border rounded-xl px-3 py-2" name="timezone" value="Asia/Kolkata" required />
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</label>
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</div>
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<div class="grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Office Start Time (HH:MM)</span>
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<input class="border rounded-xl px-3 py-2" name="office_start_time" placeholder="09:30" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Office End Time (HH:MM)</span>
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<input class="border rounded-xl px-3 py-2" name="office_end_time" placeholder="18:30" />
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</label>
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</div>
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<div class="border-t pt-4">
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<div class="font-semibold">SMTP Credentials</div>
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<div class="mt-3 grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Host</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_host" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Port</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_port" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Username</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_username" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Password</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_password" />
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</label>
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<label class="mt-2 flex items-center gap-2">
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<input type="checkbox" name="smtp_use_tls" checked />
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<span class="text-sm text-slate-700">Use TLS</span>
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</label>
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</div>
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</div>
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<div class="border-t pt-4">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Local Storage Path</span>
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<input class="border rounded-xl px-3 py-2" name="local_storage_path" placeholder="D:\AuditFirm\Firm\Branch" />
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</label>
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</div>
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<div class="border-t pt-4">
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<div class="font-semibold">Branch Identity (Compliance)</div>
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<div class="mt-3 grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">GSTIN</span>
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<input class="border rounded-xl px-3 py-2" name="gstin" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">PAN</span>
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<input class="border rounded-xl px-3 py-2" name="pan" />
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</label>
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Address Line 1</span>
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<input class="border rounded-xl px-3 py-2" name="address_line1" />
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</label>
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Address Line 2</span>
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<input class="border rounded-xl px-3 py-2" name="address_line2" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">City</span>
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<input class="border rounded-xl px-3 py-2" name="city" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">State</span>
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<input class="border rounded-xl px-3 py-2" name="state" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">PIN Code</span>
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<input class="border rounded-xl px-3 py-2" name="pin_code" />
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</label>
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</div>
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</div>
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<div class="border-t pt-4">
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<div class="font-semibold">Attendance Geo/IP Controls</div>
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<p class="mt-1 text-xs text-slate-500">Enable geo-fenced attendance for this branch. Default radius is 100 meters. IP validation is optional and useful only for office LAN/static public IP.</p>
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<div class="mt-3 grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Geo Address / Landmark</span>
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<input class="border rounded-xl px-3 py-2" name="geo_address" placeholder="Office location / landmark" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Latitude</span>
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<input class="border rounded-xl px-3 py-2" name="latitude" placeholder="13.082680" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Longitude</span>
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<input class="border rounded-xl px-3 py-2" name="longitude" placeholder="80.270718" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Allowed Radius (meters)</span>
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<input class="border rounded-xl px-3 py-2" name="attendance_geo_radius_meters" value="100" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Grace Minutes</span>
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<input class="border rounded-xl px-3 py-2" name="attendance_grace_minutes" value="10" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Half Day After (HH:MM)</span>
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<input class="border rounded-xl px-3 py-2" name="attendance_half_day_after_time" placeholder="13:00" />
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</label>
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<label class="mt-6 flex items-center gap-2">
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<input type="checkbox" name="attendance_rule_enabled" checked />
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<span class="text-sm text-slate-700">Enable timezone/late/half-day rules</span>
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</label>
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<label class="mt-6 flex items-center gap-2">
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<input type="checkbox" name="attendance_geo_enabled" />
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<span class="text-sm text-slate-700">Enable geo-fenced attendance</span>
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</label>
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Allowed Office IP / CIDR List</span>
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<textarea class="border rounded-xl px-3 py-2" name="attendance_allowed_ip_csv" rows="2" placeholder="Example: 103.x.x.x, 192.168.1.0/24"></textarea>
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</label>
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<label class="flex items-center gap-2">
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<input type="checkbox" name="attendance_ip_enabled" />
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<span class="text-sm text-slate-700">Enable optional IP/LAN validation</span>
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</label>
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</div>
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</div>
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<div class="flex gap-3">
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<button class="rounded-xl bg-slate-900 px-4 py-2 text-sm text-white" type="submit">Create Branch</button>
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<a class="rounded-xl border px-4 py-2 text-sm" href="/system-settings/branches">Cancel</a>
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</div>
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</div>
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</form>
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</div>
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{% endblock %}
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@@ -0,0 +1,184 @@
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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>
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<h1 class="text-2xl font-semibold">Edit Branch</h1>
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<p class="mt-1 text-sm text-slate-500">
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Branch remains mapped to its audit firm. Firm Admin can edit only branches of their own audit firm.
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</p>
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</div>
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{% if flash %}
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<div class="rounded-2xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-900">
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{{ flash }}
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</div>
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{% endif %}
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<form class="rounded-2xl border bg-white p-5 shadow-soft max-w-5xl" method="post">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<div class="grid gap-5">
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<div class="grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Firm</span>
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<div class="rounded-xl border bg-slate-50 px-3 py-2 text-sm text-slate-700">
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{{ branch.tenant.name if branch.tenant else ('Audit Firm ' ~ branch.tenant_id) }}
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</div>
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Branch Code</span>
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<input class="border rounded-xl bg-slate-50 px-3 py-2" value="{{ branch.code }}" readonly />
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</label>
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</div>
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<div class="grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Branch Name</span>
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<input class="border rounded-xl px-3 py-2" name="name" value="{{ branch.name or '' }}" required />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Timezone</span>
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<input class="border rounded-xl px-3 py-2" name="timezone" value="{{ branch.timezone or 'Asia/Kolkata' }}" required />
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</label>
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</div>
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<div class="grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Office Start Time (HH:MM)</span>
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<input class="border rounded-xl px-3 py-2" name="office_start_time" value="{{ branch.office_start_time.strftime('%H:%M') if branch.office_start_time else '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Office End Time (HH:MM)</span>
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<input class="border rounded-xl px-3 py-2" name="office_end_time" value="{{ branch.office_end_time.strftime('%H:%M') if branch.office_end_time else '' }}" />
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</label>
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</div>
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<div class="border-t pt-4">
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<div class="font-semibold">SMTP Credentials</div>
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<div class="mt-3 grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Host</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_host" value="{{ branch.smtp_host or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Port</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_port" value="{{ branch.smtp_port or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Username</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_username" value="{{ branch.smtp_username or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">SMTP Password</span>
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<input class="border rounded-xl px-3 py-2" name="smtp_password" value="{{ branch.smtp_password or '' }}" />
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</label>
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<label class="mt-2 flex items-center gap-2">
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<input type="checkbox" name="smtp_use_tls" {% if branch.smtp_use_tls %}checked{% endif %} />
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<span class="text-sm text-slate-700">Use TLS</span>
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</label>
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</div>
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</div>
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<div class="border-t pt-4">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Local Storage Path</span>
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<input class="border rounded-xl px-3 py-2" name="local_storage_path" value="{{ branch.local_storage_path or '' }}" />
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</label>
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</div>
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<div class="border-t pt-4">
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<div class="font-semibold">Branch Identity (Compliance)</div>
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<div class="mt-3 grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">GSTIN</span>
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<input class="border rounded-xl px-3 py-2" name="gstin" value="{{ settings.gstin or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">PAN</span>
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<input class="border rounded-xl px-3 py-2" name="pan" value="{{ settings.pan or '' }}" />
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</label>
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Address Line 1</span>
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<input class="border rounded-xl px-3 py-2" name="address_line1" value="{{ settings.address_line1 or '' }}" />
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</label>
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Address Line 2</span>
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<input class="border rounded-xl px-3 py-2" name="address_line2" value="{{ settings.address_line2 or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">City</span>
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<input class="border rounded-xl px-3 py-2" name="city" value="{{ settings.city or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">State</span>
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<input class="border rounded-xl px-3 py-2" name="state" value="{{ settings.state or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">PIN Code</span>
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<input class="border rounded-xl px-3 py-2" name="pin_code" value="{{ settings.pin_code or '' }}" />
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</label>
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</div>
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</div>
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<div class="border-t pt-4">
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<div class="font-semibold">Attendance Geo/IP Controls</div>
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<p class="mt-1 text-xs text-slate-500">If geo/IP validation fails, employee punch is still saved but marked pending approval for OD/client visit review.</p>
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<div class="mt-3 grid grid-cols-1 gap-3 md:grid-cols-2">
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<label class="grid gap-1 md:col-span-2">
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<span class="text-sm text-slate-600">Geo Address / Landmark</span>
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<input class="border rounded-xl px-3 py-2" name="geo_address" value="{{ settings.geo_address or '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Latitude</span>
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<input class="border rounded-xl px-3 py-2" name="latitude" value="{{ settings.latitude if settings.latitude is not none else '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Longitude</span>
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<input class="border rounded-xl px-3 py-2" name="longitude" value="{{ settings.longitude if settings.longitude is not none else '' }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Allowed Radius (meters)</span>
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<input class="border rounded-xl px-3 py-2" name="attendance_geo_radius_meters" value="{{ settings.attendance_geo_radius_meters or 100 }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Grace Minutes</span>
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<input class="border rounded-xl px-3 py-2" name="attendance_grace_minutes" value="{{ settings.attendance_grace_minutes if settings.attendance_grace_minutes is not none else 10 }}" />
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</label>
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<label class="grid gap-1">
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<span class="text-sm text-slate-600">Half Day After (HH:MM)</span>
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<input class="border rounded-xl px-3 py-2" name="attendance_half_day_after_time" value="{{ settings.attendance_half_day_after_time.strftime('%H:%M') if settings.attendance_half_day_after_time else '' }}" placeholder="13:00" />
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</label>
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<label class="mt-6 flex items-center gap-2">
|
||||
<input type="checkbox" name="attendance_rule_enabled" {% if settings.attendance_rule_enabled is not defined or settings.attendance_rule_enabled %}checked{% endif %} />
|
||||
<span class="text-sm text-slate-700">Enable timezone/late/half-day rules</span>
|
||||
</label>
|
||||
<label class="mt-6 flex items-center gap-2">
|
||||
<input type="checkbox" name="attendance_geo_enabled" {% if settings.attendance_geo_enabled %}checked{% endif %} />
|
||||
<span class="text-sm text-slate-700">Enable geo-fenced attendance</span>
|
||||
</label>
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm text-slate-600">Allowed Office IP / CIDR List</span>
|
||||
<textarea class="border rounded-xl px-3 py-2" name="attendance_allowed_ip_csv" rows="2">{{ settings.attendance_allowed_ip_csv or '' }}</textarea>
|
||||
</label>
|
||||
<label class="flex items-center gap-2">
|
||||
<input type="checkbox" name="attendance_ip_enabled" {% if settings.attendance_ip_enabled %}checked{% endif %} />
|
||||
<span class="text-sm text-slate-700">Enable optional IP/LAN validation</span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex gap-3">
|
||||
<button class="rounded-xl bg-slate-900 px-4 py-2 text-sm text-white" type="submit">Save Branch</button>
|
||||
<a class="rounded-xl border px-4 py-2 text-sm" href="/system-settings/branches">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,63 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% import "ui/templates/components/macros.html" as ui %}
|
||||
{% block content %}
|
||||
<div class="space-y-6">
|
||||
{% set perms = current_user_permissions or [] %}
|
||||
{% set roles = current_user_roles or [] %}
|
||||
{% set add_branch_cta = '<a href="/system-settings/branches/new" class="rounded-xl bg-slate-900 px-4 py-2 text-sm text-white">Add Branch</a>' if can_manage_branches(current_user, perms, roles) else '' %}
|
||||
|
||||
{{ ui.page_shell('Branches', 'Branch directory with search, paging, and quick navigation to branch settings.', add_branch_cta) }}
|
||||
|
||||
<div class="overflow-hidden rounded-3xl bg-white shadow-soft">
|
||||
{{ ui.search_bar('/system-settings/branches', filters.q, filters.per_page) }}
|
||||
|
||||
{% if branches %}
|
||||
<table class="w-full text-sm">
|
||||
<thead class="bg-slate-50 text-slate-600">
|
||||
<tr>
|
||||
<th class="p-3 text-left">Branch</th>
|
||||
<th class="p-3 text-left">Audit Firm</th>
|
||||
<th class="p-3 text-left">Timezone</th>
|
||||
<th class="p-3 text-left">Flags</th>
|
||||
<th class="p-3 text-left">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for b in branches %}
|
||||
<tr class="border-t align-top">
|
||||
<td class="p-3">
|
||||
<div class="font-medium text-slate-900">{{ b.name }}</div>
|
||||
<div class="text-xs text-slate-500">{{ b.code }}</div>
|
||||
</td>
|
||||
<td class="p-3">
|
||||
{{ tenants[b.tenant_id].name if b.tenant_id in tenants else '-' }}
|
||||
</td>
|
||||
<td class="p-3">{{ b.timezone }}</td>
|
||||
<td class="p-3">
|
||||
<div class="flex flex-wrap gap-2">
|
||||
{{ ui.badge('Active','emerald') if b.is_active else ui.badge('Inactive','rose') }}
|
||||
{{ ui.badge('Login enabled','sky') if b.allow_login else ui.badge('Login disabled','amber') }}
|
||||
{% if b.is_head_office %}{{ ui.badge('Head Office','brand') }}{% endif %}
|
||||
</div>
|
||||
</td>
|
||||
<td class="p-3">
|
||||
{% if can_manage_branches(current_user, perms, roles) %}
|
||||
<a class="text-slate-900 underline" href="/system-settings/branches/{{ b.id }}/edit">Edit</a>
|
||||
{% else %}
|
||||
<span class="text-slate-400">View only</span>
|
||||
{% endif %}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
{{ ui.pagination(branches_page, '/system-settings/branches', request.url.query) }}
|
||||
{% else %}
|
||||
<div class="p-6">
|
||||
{{ ui.empty_state('No branches found for the current scope.') }}
|
||||
</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,167 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<div class="af-page-shell space-y-6">
|
||||
<div class="flex flex-col gap-3 md:flex-row md:items-end md:justify-between">
|
||||
<div>
|
||||
<h1 class="af-page-title">Firm Branding Settings</h1>
|
||||
<p class="af-page-subtitle">Configure firm logo, favicon, standard colours, contact details and invoice presentation defaults.</p>
|
||||
</div>
|
||||
{% if saved %}
|
||||
<div class="af-badge af-badge-success">Saved successfully</div>
|
||||
{% endif %}
|
||||
</div>
|
||||
|
||||
{% if can_change_tenant %}
|
||||
<div class="af-card p-4">
|
||||
<form method="get" action="/system-settings/branding" class="grid gap-3 md:grid-cols-3 md:items-end">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Audit Firm</span>
|
||||
<select name="tenant_id" class="af-select" onchange="this.form.submit()">
|
||||
{% for t in tenants %}
|
||||
<option value="{{ t.id }}" {% if tenant and t.id == tenant.id %}selected{% endif %}>{{ t.display_name or t.name }} ({{ t.code }})</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Branch</span>
|
||||
<select name="branch_id" class="af-select" onchange="this.form.submit()">
|
||||
{% for b in branches %}
|
||||
<option value="{{ b.id }}" {% if branch and b.id == branch.id %}selected{% endif %}>{{ b.name }} ({{ b.code }})</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
<div class="text-sm text-slate-500">System Admin can preview/edit branding for any audit firm. Firm Admin is restricted to own firm.</div>
|
||||
</form>
|
||||
</div>
|
||||
{% endif %}
|
||||
|
||||
<form method="post" enctype="multipart/form-data" class="space-y-6">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<input type="hidden" name="tenant_id" value="{{ tenant.id }}" />
|
||||
{% if branch %}<input type="hidden" name="branch_id" value="{{ branch.id }}" />{% endif %}
|
||||
|
||||
<div class="grid gap-6 lg:grid-cols-[minmax(0,1fr)_22rem]">
|
||||
<div class="space-y-6">
|
||||
<section class="af-card p-5">
|
||||
<div class="af-section-heading">Brand Identity</div>
|
||||
<div class="mt-4 grid gap-4 md:grid-cols-2">
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm font-medium text-slate-600">Display Name</span>
|
||||
<input class="af-input" name="display_name" value="{{ tenant.display_name or tenant.name }}" placeholder="A R R R & ASSOCIATES" />
|
||||
<span class="text-xs text-slate-500">This name will be used in the sidebar, title bar and future invoice/report headers.</span>
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Primary Colour</span>
|
||||
<input class="af-input h-11" type="color" name="primary_color" value="{{ tenant.primary_color or '#2563eb' }}" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Accent / Dark Colour</span>
|
||||
<input class="af-input h-11" type="color" name="accent_color" value="{{ tenant.accent_color or '#0f172a' }}" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Firm Logo</span>
|
||||
<input class="af-input" type="file" name="logo_file" accept=".png,.jpg,.jpeg,.webp,.svg" />
|
||||
<span class="text-xs text-slate-500">Recommended: transparent PNG/SVG, square or horizontal.</span>
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Favicon</span>
|
||||
<input class="af-input" type="file" name="favicon_file" accept=".ico,.png,.svg" />
|
||||
<span class="text-xs text-slate-500">Recommended: ICO/PNG 32x32 or 64x64.</span>
|
||||
</label>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="af-card p-5">
|
||||
<div class="af-section-heading">Contact & Statutory Details</div>
|
||||
<div class="mt-4 grid gap-4 md:grid-cols-2">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Website</span>
|
||||
<input class="af-input" name="website_url" value="{{ tenant.website_url or '' }}" placeholder="https://arrr.associates" />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Contact Email</span>
|
||||
<input class="af-input" name="contact_email" value="{{ tenant.contact_email or '' }}" placeholder="office@example.com" />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Contact Mobile</span>
|
||||
<input class="af-input" name="contact_mobile" value="{{ tenant.contact_mobile or '' }}" placeholder="+91 XXXXX XXXXX" />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">GSTIN</span>
|
||||
<input class="af-input" name="gstin" value="{{ settings.gstin if settings else '' }}" />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">PAN</span>
|
||||
<input class="af-input" name="pan" value="{{ settings.pan if settings else '' }}" />
|
||||
</label>
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm font-medium text-slate-600">Address Line 1</span>
|
||||
<input class="af-input" name="address_line1" value="{{ settings.address_line1 if settings else '' }}" />
|
||||
</label>
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm font-medium text-slate-600">Address Line 2</span>
|
||||
<input class="af-input" name="address_line2" value="{{ settings.address_line2 if settings else '' }}" />
|
||||
</label>
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">City</span><input class="af-input" name="city" value="{{ settings.city if settings else '' }}" /></label>
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">State</span><input class="af-input" name="state" value="{{ settings.state if settings else '' }}" /></label>
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">PIN Code</span><input class="af-input" name="pin_code" value="{{ settings.pin_code if settings else '' }}" /></label>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<section class="af-card p-5">
|
||||
<div class="af-section-heading">Invoice / Payment Defaults</div>
|
||||
<div class="mt-4 grid gap-4 md:grid-cols-2">
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">Bank Name</span><input class="af-input" name="bank_name" value="{{ settings.bank_name if settings else '' }}" /></label>
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">Account Name</span><input class="af-input" name="bank_account_name" value="{{ settings.bank_account_name if settings else '' }}" /></label>
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">Account Number</span><input class="af-input" name="bank_account_number" value="{{ settings.bank_account_number if settings else '' }}" /></label>
|
||||
<label class="grid gap-1"><span class="text-sm font-medium text-slate-600">IFSC</span><input class="af-input" name="bank_ifsc" value="{{ settings.bank_ifsc if settings else '' }}" /></label>
|
||||
<label class="grid gap-1 md:col-span-2"><span class="text-sm font-medium text-slate-600">UPI ID</span><input class="af-input" name="upi_id" value="{{ settings.upi_id if settings else '' }}" /></label>
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm font-medium text-slate-600">Invoice Footer Text</span>
|
||||
<textarea class="af-textarea min-h-24" name="invoice_footer_text">{{ settings.invoice_footer_text if settings else '' }}</textarea>
|
||||
</label>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<div class="flex flex-wrap gap-3">
|
||||
<button class="af-btn af-btn-primary" type="submit">Save Branding</button>
|
||||
<a class="af-btn af-btn-secondary" href="/system-settings">Back to Setup</a>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<aside class="space-y-4">
|
||||
<div class="af-card overflow-hidden">
|
||||
<div class="p-5" style="background: {{ tenant.primary_color or '#2563eb' }}; color: white;">
|
||||
<div class="flex items-center gap-3">
|
||||
{% if tenant.logo_path %}
|
||||
<img src="{{ tenant.logo_path }}" alt="Firm logo" class="h-12 w-12 rounded-2xl bg-white object-contain p-1" />
|
||||
{% else %}
|
||||
<div class="flex h-12 w-12 items-center justify-center rounded-2xl bg-white/20 text-lg font-bold">AF</div>
|
||||
{% endif %}
|
||||
<div class="min-w-0">
|
||||
<div class="truncate text-base font-semibold">{{ tenant.display_name or tenant.name }}</div>
|
||||
<div class="truncate text-xs opacity-90">{{ branch.name if branch else 'Default Branch' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="space-y-3 p-5 text-sm text-slate-600">
|
||||
<div><span class="font-medium text-slate-800">Email:</span> {{ tenant.contact_email or '-' }}</div>
|
||||
<div><span class="font-medium text-slate-800">Mobile:</span> {{ tenant.contact_mobile or '-' }}</div>
|
||||
<div><span class="font-medium text-slate-800">GSTIN:</span> {{ settings.gstin if settings and settings.gstin else '-' }}</div>
|
||||
<div><span class="font-medium text-slate-800">PAN:</span> {{ settings.pan if settings and settings.pan else '-' }}</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="af-card-muted p-5 text-sm text-slate-600">
|
||||
<div class="font-semibold text-slate-900">Where this is used</div>
|
||||
<p class="mt-2">This phase immediately applies firm logo, favicon and theme colours to the common layout. Invoice and client portal usage will be refined in later phases.</p>
|
||||
</div>
|
||||
</aside>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,108 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
{% set ui_perms = current_user_permissions or [] %}
|
||||
{% set ui_roles = current_user_roles or [] %}
|
||||
|
||||
<h1 class="text-2xl font-semibold">Workspace</h1>
|
||||
<p class="text-slate-600 mt-1">
|
||||
Welcome{% if current_user and current_user.full_name %}, {{ current_user.full_name }}{% endif %}.
|
||||
Use the options available for your access level.
|
||||
</p>
|
||||
|
||||
{% set show_admin_cards =
|
||||
can_view_tenants(current_user, ui_perms, ui_roles)
|
||||
or can_view_branches(current_user, ui_perms, ui_roles)
|
||||
or can_view_users(current_user, ui_perms, ui_roles)
|
||||
or can_view_audit(current_user, ui_perms, ui_roles)
|
||||
or can_view_rbac(current_user, ui_perms, ui_roles)
|
||||
or ("Firm Admin" in ui_roles)
|
||||
%}
|
||||
|
||||
{% if show_admin_cards %}
|
||||
<div class="mt-6 grid grid-cols-1 gap-4 md:grid-cols-2 xl:grid-cols-3">
|
||||
|
||||
{% if can_view_tenants(current_user, ui_perms, ui_roles) %}
|
||||
<a href="/system-settings/tenants" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Audit Firms</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Create and manage audit firms.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if can_view_branches(current_user, ui_perms, ui_roles) %}
|
||||
<a href="/system-settings/branches" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Branches</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Branch settings, SMTP, storage, identity and policy controls.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if can_view_settings(current_user, ui_perms, ui_roles) %}
|
||||
<a href="/system-settings/financial-years" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Financial Years</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Create, switch, lock, backup and manage financial year context.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if "Firm Admin" in ui_roles or "System Admin" in ui_roles %}
|
||||
<a href="/system-settings/branding" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Firm Branding</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Logo, favicon, standard colours, contact details and invoice defaults.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if "Firm Admin" in ui_roles or "System Admin" in ui_roles %}
|
||||
<a href="/email/settings" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Firm Email / SMTP</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Configure SMTP, IMAP, sender identity and authentication email delivery.</div>
|
||||
</a>
|
||||
<a href="/email/templates" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Email Templates</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Edit OTP, password reset, invite and notification email templates.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if can_view_users(current_user, ui_perms, ui_roles) %}
|
||||
<a href="/system-settings/users" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Users</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Manage user accounts, access and lifecycle actions.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if can_view_rbac(current_user, ui_perms, ui_roles) %}
|
||||
<a href="/system-settings/rbac/roles" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">RBAC</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Configure roles and permissions.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
|
||||
{% if can_view_audit(current_user, ui_perms, ui_roles) %}
|
||||
<a href="/system-settings/audit-logs" class="rounded-2xl bg-white border p-5 hover:shadow-sm">
|
||||
<div class="font-semibold">Audit Logs</div>
|
||||
<div class="text-sm text-slate-600 mt-1">Review recorded actions for your allowed scope.</div>
|
||||
</a>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% else %}
|
||||
<div class="mt-6 rounded-2xl border bg-white p-6 shadow-soft">
|
||||
<div class="text-lg font-semibold text-slate-900">Your workspace is ready</div>
|
||||
<p class="mt-2 text-sm text-slate-600">
|
||||
Admin modules are not assigned to your current role. Profile, task, and other user-facing features can be added here next.
|
||||
</p>
|
||||
|
||||
<div class="mt-4 grid gap-3 md:grid-cols-2">
|
||||
<div class="rounded-xl border border-slate-200 bg-slate-50 p-4">
|
||||
<div class="font-medium text-slate-800">Profile / Account</div>
|
||||
<div class="mt-1 text-sm text-slate-600">
|
||||
Use this area later for profile, password change, notifications, and personal settings.
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="rounded-xl border border-slate-200 bg-slate-50 p-4">
|
||||
<div class="font-medium text-slate-800">Upcoming Features</div>
|
||||
<div class="mt-1 text-sm text-slate-600">
|
||||
Staff dashboard, tasks, attendance, documents, and other user workspace modules can be plugged in here.
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,59 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<div class="flex flex-wrap items-center justify-between gap-3">
|
||||
<div>
|
||||
<h1 class="text-2xl font-semibold">Year Backup Export</h1>
|
||||
<p class="mt-1 text-sm text-slate-600">Financial Year {{ fy.year_code }} / Assessment Year {{ fy.assessment_year }}</p>
|
||||
</div>
|
||||
<a href="/system-settings/financial-years?tenant_id={{ fy.tenant_id }}" class="rounded-xl border px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back to Financial Years</a>
|
||||
</div>
|
||||
|
||||
{% if request.query_params.get('exported') %}
|
||||
<div class="mt-4 rounded-xl border border-green-200 bg-green-50 p-4 text-sm text-green-800">Backup export generated successfully.</div>
|
||||
{% endif %}
|
||||
{% if request.query_params.get('error') %}
|
||||
<div class="mt-4 rounded-xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">Backup file is not available on disk.</div>
|
||||
{% endif %}
|
||||
|
||||
<section class="mt-5 rounded-2xl border bg-white p-5 shadow-soft">
|
||||
<div class="flex flex-wrap items-start justify-between gap-4">
|
||||
<div>
|
||||
<h2 class="text-lg font-semibold text-slate-900">Create export ZIP</h2>
|
||||
<p class="mt-1 max-w-3xl text-sm text-slate-600">
|
||||
This creates a year-wise archive containing CSV indexes for engagements, tasks, engagement documents, notice/case records, billing invoices, payments, and available stored document files.
|
||||
</p>
|
||||
</div>
|
||||
{% if can_manage_fy %}
|
||||
<form method="post" action="/system-settings/financial-years/{{ fy.id }}/backup/export">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<button class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-medium text-white" type="submit">Generate Backup ZIP</button>
|
||||
</form>
|
||||
{% endif %}
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<div class="mt-5 overflow-hidden rounded-2xl border bg-white">
|
||||
<table class="w-full text-sm">
|
||||
<thead class="bg-slate-50 text-slate-600">
|
||||
<tr>
|
||||
<th class="p-3 text-left">Generated At</th>
|
||||
<th class="p-3 text-left">Status</th>
|
||||
<th class="p-3 text-left">Size</th>
|
||||
<th class="p-3 text-right">Action</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for export in exports %}
|
||||
<tr class="border-t">
|
||||
<td class="p-3">{{ export.generated_at_utc }}</td>
|
||||
<td class="p-3"><span class="rounded-full bg-green-50 px-2 py-1 text-xs font-medium text-green-700">{{ export.export_status|title }}</span></td>
|
||||
<td class="p-3">{{ (export.file_size_bytes / 1024)|round(1) }} KB</td>
|
||||
<td class="p-3 text-right"><a href="/system-settings/financial-years/backups/{{ export.id }}/download" class="font-medium text-brand-700 hover:underline">Download</a></td>
|
||||
</tr>
|
||||
{% else %}
|
||||
<tr><td colspan="4" class="p-6 text-center text-slate-500">No backup exports generated yet.</td></tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,50 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<h1 class="text-2xl font-semibold">Create Financial Year</h1>
|
||||
<form class="mt-5 max-w-2xl rounded-2xl border bg-white p-5" method="post">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<div class="grid gap-4">
|
||||
{% if tenants|length > 1 %}
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Audit Firm</span>
|
||||
<select name="tenant_id" class="rounded-xl border px-3 py-2" required>
|
||||
{% for tenant in tenants %}
|
||||
<option value="{{ tenant.id }}" {% if tenant.id == selected_tenant_id %}selected{% endif %}>{{ tenant.name }} ({{ tenant.code }})</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
{% else %}
|
||||
<input type="hidden" name="tenant_id" value="{{ selected_tenant_id }}" />
|
||||
{% endif %}
|
||||
|
||||
<div class="grid grid-cols-1 gap-4 md:grid-cols-2">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Financial Year Code</span>
|
||||
<input class="rounded-xl border px-3 py-2" name="year_code" value="{{ form_data.year_code or '' }}" placeholder="2025-26" required />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Assessment Year</span>
|
||||
<input class="rounded-xl border px-3 py-2" name="assessment_year" value="{{ form_data.assessment_year or '' }}" placeholder="2026-27" required />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Start Date</span>
|
||||
<input type="date" class="rounded-xl border px-3 py-2" name="start_date" value="{{ form_data.start_date or '' }}" required />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">End Date</span>
|
||||
<input type="date" class="rounded-xl border px-3 py-2" name="end_date" value="{{ form_data.end_date or '' }}" required />
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<label class="flex items-center gap-2 rounded-xl border bg-slate-50 px-3 py-2">
|
||||
<input type="checkbox" name="is_current" />
|
||||
<span class="text-sm text-slate-700">Make this the current financial year for this audit firm</span>
|
||||
</label>
|
||||
|
||||
<div class="flex gap-3">
|
||||
<button class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-medium text-white" type="submit">Save</button>
|
||||
<a class="rounded-xl border px-4 py-2 text-sm" href="/system-settings/financial-years?tenant_id={{ selected_tenant_id }}">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,39 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<h1 class="text-2xl font-semibold">Edit Financial Year</h1>
|
||||
<p class="mt-1 text-sm text-slate-600">{{ tenant.name if tenant else '' }} • {{ fy.year_code }}</p>
|
||||
|
||||
<form class="mt-5 max-w-2xl rounded-2xl border bg-white p-5" method="post">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<div class="grid gap-4">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Financial Year Code</span>
|
||||
<input class="rounded-xl border bg-slate-100 px-3 py-2 text-slate-500" value="{{ fy.year_code }}" disabled />
|
||||
</label>
|
||||
|
||||
<div class="grid grid-cols-1 gap-4 md:grid-cols-2">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Assessment Year</span>
|
||||
<input class="rounded-xl border px-3 py-2" name="assessment_year" value="{{ fy.assessment_year }}" required />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Status</span>
|
||||
<input class="rounded-xl border bg-slate-100 px-3 py-2 text-slate-500" value="{{ 'Locked' if fy.is_locked else 'Open' }}{% if fy.is_current %} / Current{% endif %}" disabled />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Start Date</span>
|
||||
<input type="date" class="rounded-xl border px-3 py-2" name="start_date" value="{{ fy.start_date }}" required />
|
||||
</label>
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">End Date</span>
|
||||
<input type="date" class="rounded-xl border px-3 py-2" name="end_date" value="{{ fy.end_date }}" required />
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div class="flex gap-3">
|
||||
<button class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-medium text-white" type="submit">Save</button>
|
||||
<a class="rounded-xl border px-4 py-2 text-sm" href="/system-settings/financial-years?tenant_id={{ fy.tenant_id }}">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,83 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<div class="flex flex-wrap items-center justify-between gap-3">
|
||||
<div>
|
||||
<h1 class="text-2xl font-semibold">Financial Years</h1>
|
||||
<p class="mt-1 text-sm text-slate-600">Manage active financial year context, year locking and assessment year mapping.</p>
|
||||
</div>
|
||||
{% if can_manage_fy %}
|
||||
<a href="/system-settings/financial-years/new?tenant_id={{ selected_tenant_id }}" class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-medium text-white">Add Financial Year</a>
|
||||
{% endif %}
|
||||
</div>
|
||||
|
||||
{% if tenants|length > 1 %}
|
||||
<form class="mt-5 rounded-2xl border bg-white p-4" method="get">
|
||||
<label class="grid max-w-md gap-1">
|
||||
<span class="text-sm font-medium text-slate-600">Audit Firm</span>
|
||||
<select name="tenant_id" onchange="this.form.submit()" class="rounded-xl border px-3 py-2 text-sm">
|
||||
{% for tenant in tenants %}
|
||||
<option value="{{ tenant.id }}" {% if tenant.id == selected_tenant_id %}selected{% endif %}>{{ tenant.name }} ({{ tenant.code }})</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
</form>
|
||||
{% endif %}
|
||||
|
||||
<div class="mt-5 overflow-hidden rounded-2xl border bg-white">
|
||||
<table class="w-full text-sm">
|
||||
<thead class="bg-slate-50 text-slate-600">
|
||||
<tr>
|
||||
<th class="p-3 text-left">Financial Year</th>
|
||||
<th class="p-3 text-left">Assessment Year</th>
|
||||
<th class="p-3 text-left">Period</th>
|
||||
<th class="p-3 text-left">Current</th>
|
||||
<th class="p-3 text-left">Locked</th>
|
||||
<th class="p-3 text-right">Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for fy in financial_years %}
|
||||
<tr class="border-t">
|
||||
<td class="p-3 font-medium text-slate-900">{{ fy.year_code }}</td>
|
||||
<td class="p-3">{{ fy.assessment_year }}</td>
|
||||
<td class="p-3">{{ fy.start_date }} to {{ fy.end_date }}</td>
|
||||
<td class="p-3">
|
||||
{% if fy.is_current %}<span class="rounded-full bg-green-50 px-2 py-1 text-xs font-medium text-green-700">Current</span>{% else %}<span class="text-slate-400">No</span>{% endif %}
|
||||
</td>
|
||||
<td class="p-3">
|
||||
{% if fy.is_locked %}<span class="rounded-full bg-amber-50 px-2 py-1 text-xs font-medium text-amber-700">Locked</span>{% else %}<span class="rounded-full bg-slate-100 px-2 py-1 text-xs text-slate-600">Open</span>{% endif %}
|
||||
</td>
|
||||
<td class="p-3">
|
||||
<div class="flex flex-wrap justify-end gap-2">
|
||||
<a href="/system-settings/context/financial-year/{{ fy.year_code }}" class="rounded-lg border px-3 py-1.5 text-xs font-medium text-slate-700 hover:bg-slate-50">Use</a>
|
||||
<a href="/system-settings/financial-years/{{ fy.id }}/backup" class="rounded-lg border px-3 py-1.5 text-xs font-medium text-slate-700 hover:bg-slate-50">Backup</a>
|
||||
{% if can_manage_fy and not fy.is_locked %}
|
||||
<a href="/system-settings/financial-years/{{ fy.id }}/edit" class="rounded-lg border px-3 py-1.5 text-xs font-medium text-slate-700 hover:bg-slate-50">Edit</a>
|
||||
{% endif %}
|
||||
{% if can_manage_fy and not fy.is_current %}
|
||||
<form method="post" action="/system-settings/financial-years/{{ fy.id }}/make-current">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<button class="rounded-lg border px-3 py-1.5 text-xs font-medium text-slate-700 hover:bg-slate-50" type="submit">Make Current</button>
|
||||
</form>
|
||||
{% endif %}
|
||||
{% if can_manage_fy and not fy.is_locked %}
|
||||
<form method="post" action="/system-settings/financial-years/{{ fy.id }}/lock">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<button class="rounded-lg border border-amber-200 px-3 py-1.5 text-xs font-medium text-amber-700 hover:bg-amber-50" type="submit">Lock</button>
|
||||
</form>
|
||||
{% elif can_manage_fy and fy.is_locked %}
|
||||
<form method="post" action="/system-settings/financial-years/{{ fy.id }}/unlock">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
<button class="rounded-lg border border-slate-300 px-3 py-1.5 text-xs font-medium text-slate-700 hover:bg-slate-50" type="submit">Unlock</button>
|
||||
</form>
|
||||
{% endif %}
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
{% else %}
|
||||
<tr><td colspan="6" class="p-6 text-center text-slate-500">No financial years created yet.</td></tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,66 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<h1 class="text-2xl font-semibold">Create Audit Firm</h1>
|
||||
|
||||
<form class="mt-4 rounded-2xl bg-white border p-5 max-w-3xl" method="post">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
|
||||
<div class="grid gap-5">
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-3">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Audit Firm Code</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="code" required />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Audit Firm Name</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="name" required />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm text-slate-600">Audit Firm Type</span>
|
||||
<select class="border rounded-xl px-3 py-2" name="firm_type" required>
|
||||
<option value="partnership" selected>Partnership Firm</option>
|
||||
<option value="proprietorship">Proprietorship Firm</option>
|
||||
<option value="individual">Individual Audit Practice</option>
|
||||
</select>
|
||||
<span class="text-xs text-slate-500">Review partner is applicable only for partnership firms and assurance engagements.</span>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div class="border-t pt-4">
|
||||
<div class="font-semibold">Audit Firm Default Policies</div>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-3 mt-3">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Default Timezone</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="default_timezone" value="Asia/Kolkata" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Default Session Duration (minutes)</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="default_session_duration_minutes" value="480" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm text-slate-600">Default OTP Required Roles (CSV)</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="default_otp_required_roles_csv" value="Partner,System Admin" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Default Storage Mode</span>
|
||||
<select class="border rounded-xl px-3 py-2" name="default_storage_mode">
|
||||
<option value="local_only" selected>local_only</option>
|
||||
<option value="cloud_only">cloud_only</option>
|
||||
<option value="hybrid">hybrid</option>
|
||||
</select>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex gap-3">
|
||||
<button class="rounded-xl bg-slate-900 text-white px-4 py-2 text-sm" type="submit">Save</button>
|
||||
<a class="rounded-xl border px-4 py-2 text-sm" href="/system-settings/tenants">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,70 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% block content %}
|
||||
<h1 class="text-2xl font-semibold">Edit Audit Firm</h1>
|
||||
|
||||
<form class="mt-4 rounded-2xl bg-white border p-5 max-w-3xl" method="post">
|
||||
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
||||
|
||||
<div class="grid gap-5">
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-3">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Audit Firm Code</span>
|
||||
<input class="border rounded-xl px-3 py-2 bg-slate-50" name="code" value="{{ tenant.code }}" readonly />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Audit Firm Name</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="name" value="{{ tenant.name }}" required />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm text-slate-600">Audit Firm Type</span>
|
||||
<select class="border rounded-xl px-3 py-2" name="firm_type" required>
|
||||
<option value="partnership" {% if (tenant.firm_type or 'proprietorship') == 'partnership' %}selected{% endif %}>Partnership Firm</option>
|
||||
<option value="proprietorship" {% if tenant.firm_type == 'proprietorship' %}selected{% endif %}>Proprietorship Firm</option>
|
||||
<option value="individual" {% if tenant.firm_type == 'individual' %}selected{% endif %}>Individual Audit Practice</option>
|
||||
</select>
|
||||
<span class="text-xs text-slate-500">Review partner is applicable only for partnership firms and assurance engagements.</span>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div class="border-t pt-4">
|
||||
<div class="font-semibold">Audit Firm Default Policies</div>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-3 mt-3">
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Default Timezone</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="default_timezone" value="{{ tenant.default_timezone or 'Asia/Kolkata' }}" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Default Session Duration (minutes)</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="default_session_duration_minutes" value="{{ tenant.default_session_duration_minutes or 480 }}" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1 md:col-span-2">
|
||||
<span class="text-sm text-slate-600">Default OTP Required Roles (CSV)</span>
|
||||
<input class="border rounded-xl px-3 py-2" name="default_otp_required_roles_csv" value="{{ tenant.default_otp_required_roles_csv or 'Partner,System Admin' }}" />
|
||||
</label>
|
||||
|
||||
<label class="grid gap-1">
|
||||
<span class="text-sm text-slate-600">Default Storage Mode</span>
|
||||
<select class="border rounded-xl px-3 py-2" name="default_storage_mode">
|
||||
{% for value in ['local_only','cloud_only','hybrid'] %}
|
||||
<option value="{{ value }}" {% if (tenant.default_storage_mode or 'local_only') == value %}selected{% endif %}>{{ value }}</option>
|
||||
{% endfor %}
|
||||
</select>
|
||||
</label>
|
||||
|
||||
<label class="flex items-center gap-2 text-sm text-slate-700">
|
||||
<input type="checkbox" name="is_active" value="1" {% if tenant.is_active %}checked{% endif %} /> Active
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex gap-3">
|
||||
<button class="rounded-xl bg-slate-900 text-white px-4 py-2 text-sm" type="submit">Save</button>
|
||||
<a class="rounded-xl border px-4 py-2 text-sm" href="/system-settings/tenants">Cancel</a>
|
||||
</div>
|
||||
</div>
|
||||
</form>
|
||||
{% endblock %}
|
||||
@@ -0,0 +1,14 @@
|
||||
{% extends "ui/templates/base/layout.html" %}
|
||||
{% import "ui/templates/components/macros.html" as ui %}
|
||||
{% block content %}
|
||||
<div class="space-y-6">
|
||||
{{ ui.page_shell('Audit Firms', 'Audit Firm master with search, paging, and quick actions for branch setup.', '<a href="/system-settings/tenants/new" class="rounded-xl bg-slate-900 text-white px-4 py-2 text-sm">Add Audit Firm</a>') }}
|
||||
<div class="overflow-hidden rounded-3xl bg-white shadow-soft">
|
||||
{{ ui.search_bar('/system-settings/tenants', filters.q, filters.per_page) }}
|
||||
{% if tenants %}
|
||||
<table class="w-full text-sm"><thead class="bg-slate-50 text-slate-600"><tr><th class="text-left p-3">ID</th><th class="text-left p-3">Code</th><th class="text-left p-3">Name</th><th class="text-left p-3">Firm Type</th><th class="text-left p-3">Status</th><th class="text-left p-3">Actions</th></tr></thead><tbody>{% for t in tenants %}<tr class="border-t"><td class="p-3">{{ t.id }}</td><td class="p-3">{{ t.code }}</td><td class="p-3">{{ t.name }}</td><td class="p-3">{{ (t.firm_type or 'proprietorship')|replace('_',' ')|title }}</td><td class="p-3">{{ ui.badge('Active','emerald') if t.is_active else ui.badge('Inactive','rose') }}</td><td class="p-3"><div class="flex gap-3"><a class="text-slate-900 underline" href="/system-settings/tenants/{{ t.id }}/edit">Edit</a><a class="text-slate-900 underline" href="/system-settings/branches/new?tenant_id={{ t.id }}">Add Branch</a></div></td></tr>{% endfor %}</tbody></table>
|
||||
{{ ui.pagination(tenants_page, '/system-settings/tenants', request.url.query) }}
|
||||
{% else %}<div class="p-6">{{ ui.empty_state('No audit firms found.') }}</div>{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
{% endblock %}
|
||||
File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,183 @@
|
||||
from __future__ import annotations
|
||||
|
||||
import csv
|
||||
import json
|
||||
import shutil
|
||||
import zipfile
|
||||
from datetime import datetime, timezone
|
||||
from pathlib import Path
|
||||
from tempfile import TemporaryDirectory
|
||||
from typing import Any, Iterable
|
||||
|
||||
from sqlalchemy import select
|
||||
|
||||
from app.modules.billing.models import BillingInvoice, BillingInvoiceLine, BillingPayment, BillingInvoiceGenerationBatch
|
||||
from app.modules.clients.models import Client
|
||||
from app.modules.core.tenancy.models import FinancialYear, YearBackupExport
|
||||
from app.modules.documents.models import EngagementDocument, EngagementDocumentVersion
|
||||
from app.modules.notice_cases.models import NoticeCase, NoticeCaseDocument, NoticeCaseEvent, NoticeCaseHearing, NoticeCaseOrder
|
||||
from app.modules.services.models import ClientServiceSubscription, ClientServiceTaskInstance
|
||||
|
||||
BACKUP_ROOT = Path("data/year_backups")
|
||||
|
||||
|
||||
def _safe_name(value: str) -> str:
|
||||
return "".join(ch if ch.isalnum() or ch in {"-", "_", "."} else "_" for ch in str(value or "")).strip("_") or "export"
|
||||
|
||||
|
||||
def _serialise(value: Any) -> str:
|
||||
if value is None:
|
||||
return ""
|
||||
if isinstance(value, (datetime,)):
|
||||
return value.isoformat()
|
||||
if hasattr(value, "isoformat"):
|
||||
try:
|
||||
return value.isoformat()
|
||||
except Exception:
|
||||
pass
|
||||
return str(value)
|
||||
|
||||
|
||||
def _columns(model: Any) -> list[str]:
|
||||
return [column.name for column in model.__table__.columns]
|
||||
|
||||
|
||||
def _write_csv(path: Path, model: Any, rows: Iterable[Any]) -> int:
|
||||
cols = _columns(model)
|
||||
count = 0
|
||||
with path.open("w", newline="", encoding="utf-8") as fh:
|
||||
writer = csv.DictWriter(fh, fieldnames=cols)
|
||||
writer.writeheader()
|
||||
for row in rows:
|
||||
writer.writerow({col: _serialise(getattr(row, col, None)) for col in cols})
|
||||
count += 1
|
||||
return count
|
||||
|
||||
|
||||
def _relative_file_candidates(row: Any) -> list[Path]:
|
||||
candidates: list[Path] = []
|
||||
rel = getattr(row, "local_relative_path", None)
|
||||
if rel:
|
||||
candidates.append(Path(str(rel)))
|
||||
candidates.append(Path("documents") / str(rel))
|
||||
candidates.append(Path("data") / str(rel))
|
||||
return candidates
|
||||
|
||||
|
||||
def _copy_known_files(staging_dir: Path, rows: Iterable[Any], subfolder: str) -> int:
|
||||
copied = 0
|
||||
target_root = staging_dir / "files" / subfolder
|
||||
target_root.mkdir(parents=True, exist_ok=True)
|
||||
for row in rows:
|
||||
source = None
|
||||
for candidate in _relative_file_candidates(row):
|
||||
if candidate.exists() and candidate.is_file():
|
||||
source = candidate
|
||||
break
|
||||
if not source:
|
||||
continue
|
||||
target_name = f"{getattr(row, 'id', 'file')}_{_safe_name(getattr(row, 'original_filename', None) or getattr(row, 'stored_filename', None) or source.name)}"
|
||||
shutil.copy2(source, target_root / target_name)
|
||||
copied += 1
|
||||
return copied
|
||||
|
||||
|
||||
def _rows_by_fy(db, model: Any, *, tenant_id: int, financial_year: str):
|
||||
return db.execute(
|
||||
select(model).where(model.tenant_id == tenant_id, model.financial_year == financial_year)
|
||||
).scalars().all()
|
||||
|
||||
|
||||
def build_year_backup_export(db, *, financial_year: FinancialYear, user_id: int | None) -> YearBackupExport:
|
||||
BACKUP_ROOT.mkdir(parents=True, exist_ok=True)
|
||||
now = datetime.now(timezone.utc)
|
||||
export_code = f"FY_{_safe_name(financial_year.year_code)}_{now.strftime('%Y%m%d_%H%M%S')}"
|
||||
staging_parent = BACKUP_ROOT / "_staging"
|
||||
staging_parent.mkdir(parents=True, exist_ok=True)
|
||||
|
||||
with TemporaryDirectory(prefix=export_code + "_", dir=str(staging_parent)) as tmp:
|
||||
staging = Path(tmp)
|
||||
tenant_id = int(financial_year.tenant_id)
|
||||
fy = financial_year.year_code
|
||||
|
||||
subscriptions = _rows_by_fy(db, ClientServiceSubscription, tenant_id=tenant_id, financial_year=fy)
|
||||
tasks = _rows_by_fy(db, ClientServiceTaskInstance, tenant_id=tenant_id, financial_year=fy)
|
||||
engagement_documents = _rows_by_fy(db, EngagementDocument, tenant_id=tenant_id, financial_year=fy)
|
||||
engagement_document_ids = [row.id for row in engagement_documents]
|
||||
engagement_versions = db.execute(
|
||||
select(EngagementDocumentVersion).where(EngagementDocumentVersion.document_id.in_(engagement_document_ids))
|
||||
).scalars().all() if engagement_document_ids else []
|
||||
|
||||
notice_cases = _rows_by_fy(db, NoticeCase, tenant_id=tenant_id, financial_year=fy)
|
||||
notice_case_ids = [row.id for row in notice_cases]
|
||||
notice_events = db.execute(select(NoticeCaseEvent).where(NoticeCaseEvent.case_id.in_(notice_case_ids))).scalars().all() if notice_case_ids else []
|
||||
notice_hearings = db.execute(select(NoticeCaseHearing).where(NoticeCaseHearing.case_id.in_(notice_case_ids))).scalars().all() if notice_case_ids else []
|
||||
notice_orders = db.execute(select(NoticeCaseOrder).where(NoticeCaseOrder.case_id.in_(notice_case_ids))).scalars().all() if notice_case_ids else []
|
||||
notice_documents = db.execute(select(NoticeCaseDocument).where(NoticeCaseDocument.case_id.in_(notice_case_ids))).scalars().all() if notice_case_ids else []
|
||||
|
||||
invoices = _rows_by_fy(db, BillingInvoice, tenant_id=tenant_id, financial_year=fy)
|
||||
invoice_ids = [row.id for row in invoices]
|
||||
invoice_lines = db.execute(select(BillingInvoiceLine).where(BillingInvoiceLine.invoice_id.in_(invoice_ids))).scalars().all() if invoice_ids else []
|
||||
payments = _rows_by_fy(db, BillingPayment, tenant_id=tenant_id, financial_year=fy)
|
||||
batches = _rows_by_fy(db, BillingInvoiceGenerationBatch, tenant_id=tenant_id, financial_year=fy)
|
||||
|
||||
client_ids = sorted({row.client_id for row in subscriptions if getattr(row, "client_id", None)} | {row.client_id for row in notice_cases if getattr(row, "client_id", None)} | {row.client_id for row in invoices if getattr(row, "client_id", None)})
|
||||
clients = db.execute(select(Client).where(Client.id.in_(client_ids))).scalars().all() if client_ids else []
|
||||
|
||||
manifest = {
|
||||
"export_code": export_code,
|
||||
"tenant_id": tenant_id,
|
||||
"financial_year": fy,
|
||||
"assessment_year": financial_year.assessment_year,
|
||||
"generated_at_utc": now.isoformat(),
|
||||
"generated_by_user_id": user_id,
|
||||
"record_counts": {},
|
||||
"file_counts": {},
|
||||
}
|
||||
|
||||
datasets = [
|
||||
("financial_year.csv", FinancialYear, [financial_year]),
|
||||
("clients.csv", Client, clients),
|
||||
("engagements.csv", ClientServiceSubscription, subscriptions),
|
||||
("tasks.csv", ClientServiceTaskInstance, tasks),
|
||||
("engagement_documents.csv", EngagementDocument, engagement_documents),
|
||||
("engagement_document_versions.csv", EngagementDocumentVersion, engagement_versions),
|
||||
("notice_cases.csv", NoticeCase, notice_cases),
|
||||
("notice_case_events.csv", NoticeCaseEvent, notice_events),
|
||||
("notice_case_hearings.csv", NoticeCaseHearing, notice_hearings),
|
||||
("notice_case_orders.csv", NoticeCaseOrder, notice_orders),
|
||||
("notice_case_documents.csv", NoticeCaseDocument, notice_documents),
|
||||
("billing_batches.csv", BillingInvoiceGenerationBatch, batches),
|
||||
("billing_invoices.csv", BillingInvoice, invoices),
|
||||
("billing_invoice_lines.csv", BillingInvoiceLine, invoice_lines),
|
||||
("billing_payments.csv", BillingPayment, payments),
|
||||
]
|
||||
for filename, model, rows in datasets:
|
||||
manifest["record_counts"][filename] = _write_csv(staging / filename, model, rows)
|
||||
|
||||
manifest["file_counts"]["engagement_document_versions"] = _copy_known_files(staging, engagement_versions, "engagement_documents")
|
||||
manifest["file_counts"]["notice_case_documents"] = _copy_known_files(staging, notice_documents, "notice_cases")
|
||||
|
||||
(staging / "manifest.json").write_text(json.dumps(manifest, indent=2, default=str), encoding="utf-8")
|
||||
|
||||
zip_path = BACKUP_ROOT / f"{export_code}.zip"
|
||||
with zipfile.ZipFile(zip_path, "w", compression=zipfile.ZIP_DEFLATED) as zf:
|
||||
for file_path in staging.rglob("*"):
|
||||
if file_path.is_file():
|
||||
zf.write(file_path, file_path.relative_to(staging))
|
||||
|
||||
export = YearBackupExport(
|
||||
tenant_id=financial_year.tenant_id,
|
||||
financial_year_id=financial_year.id,
|
||||
year_code=financial_year.year_code,
|
||||
assessment_year=financial_year.assessment_year,
|
||||
export_status="completed",
|
||||
export_file_path=str(zip_path),
|
||||
file_size_bytes=zip_path.stat().st_size if zip_path.exists() else 0,
|
||||
manifest_json=json.dumps(manifest, default=str),
|
||||
generated_by_user_id=user_id,
|
||||
generated_at_utc=now,
|
||||
)
|
||||
db.add(export)
|
||||
db.flush()
|
||||
return export
|
||||
Reference in New Issue
Block a user