Add Phase 5 Income-tax depreciation tool
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A R R R Associates
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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{% set agent = live_result.agent if live_result else None %}
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{% set tally = live_result.tally if live_result else None %}
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{% set accounting = live_result.accounting if live_result else None %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Tools · Tally · Phase 5</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Depreciation (Income Tax)</h1>
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<p class="mt-1 text-sm text-slate-500">Review synchronized Fixed Assets, assign rates ledger-wise and generate a draft depreciation calculation. No entry is posted to Tally.</p>
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</div>
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% 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">Back to Tally</a>
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</div>
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{% if calculated %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm font-medium text-emerald-800">Income-tax depreciation draft calculated and saved in the client accounting database. Nothing was posted to Tally.</div>{% endif %}
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{% if command_error %}<div class="rounded-xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-800">{{ command_error }}</div>{% endif %}
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<section class="grid gap-4 md:grid-cols-3">
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">ERP Local Agent</div><div class="mt-2 text-lg font-semibold {{ 'text-emerald-700' if agent_online else 'text-red-700' }}">{{ 'Connected' if agent_online else 'Offline' }}</div><div class="mt-1 text-xs text-slate-500">Agent {{ agent.version if agent and agent.version else '-' }}</div></div>
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">TallyPrime</div><div class="mt-2 text-lg font-semibold {{ 'text-emerald-700' if tally and tally.connected else 'text-slate-700' }}">{{ 'Connected' if tally and tally.connected else 'Not connected' }}</div><div class="mt-1 text-xs text-slate-500">{{ tally.company_count if tally else 0 }} currently loaded</div></div>
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Phase 5</div><div class="mt-2 text-lg font-semibold {{ 'text-emerald-700' if agent and agent.it_depreciation_capability else 'text-slate-700' }}">{{ 'Available' if agent and agent.it_depreciation_capability else 'Update Agent' }}</div><div class="mt-1 text-xs text-slate-500">Draft calculation only</div></div>
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<form method="get" action="/tools/tally/depreciation" class="grid gap-4 lg:grid-cols-4 lg:items-end">
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<div><label class="text-sm font-medium text-slate-700">ERP Client</label><select name="client_id" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2" onchange="this.form.submit()"><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></div>
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<div><label class="text-sm font-medium text-slate-700">Currently Open in TallyPrime</label><select name="tally_guid" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2" {% if not selected_client %}disabled{% endif %}><option value="">Select mapped open company</option>{% if tally %}{% for company in tally.companies or [] %}<option value="{{ company.guid }}" {% if selected_tally_guid == company.guid %}selected{% endif %}>{{ company.name }}{% if company.gstin %} · {{ company.gstin }}{% endif %}</option>{% endfor %}{% endif %}</select></div>
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<div><label class="text-sm font-medium text-slate-700">Financial Year</label><div class="mt-1 grid grid-cols-2 gap-2"><input type="date" name="fy_start" value="{{ fy_start }}" class="w-full rounded-xl border border-slate-300 px-3 py-2"><input type="date" name="fy_end" value="{{ fy_end }}" class="w-full rounded-xl border border-slate-300 px-3 py-2"></div></div>
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<button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Load Fixed Assets</button>
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</form>
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</section>
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{% if preview %}
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{% set coverage = preview.transaction_coverage %}
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<div class="rounded-xl border {{ 'border-emerald-200 bg-emerald-50 text-emerald-800' if coverage.complete else 'border-amber-200 bg-amber-50 text-amber-900' }} px-4 py-3 text-sm">
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{% if coverage.complete %}Phase 4 transaction data completely covers {{ preview.fy_start }} to {{ preview.fy_end }}.{% else %}Phase 4 transaction data does not fully cover this financial year. Synchronize the missing period before calculation.{% endif %}
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</div>
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<form method="post" action="/tools/tally/depreciation/calculate" class="space-y-5">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input type="hidden" name="client_id" value="{{ selected_client.id }}"><input type="hidden" name="tally_guid" value="{{ selected_tally_guid }}"><input type="hidden" name="fy_start" value="{{ fy_start }}"><input type="hidden" name="fy_end" value="{{ fy_end }}">
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="grid gap-4 md:grid-cols-2">
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<div><label class="text-sm font-medium text-slate-700">Depreciation Expense Ledger</label><select name="depreciation_expense_ledger" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2"><option value="">Depreciation</option>{% for name in preview.all_ledgers %}<option value="{{ name }}">{{ name }}</option>{% endfor %}</select></div>
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<div><label class="text-sm font-medium text-slate-700">Depreciation Reserve / Credit Ledger</label><select name="depreciation_reserve_ledger" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2"><option value="">Depreciation Reserve</option>{% for name in preview.all_ledgers %}<option value="{{ name }}">{{ name }}</option>{% endfor %}</select></div>
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</div>
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<p class="mt-3 text-xs text-slate-500">These ledger selections are stored with the draft for the proposed journal. Phase 5 does not create or post any Tally voucher.</p>
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</section>
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<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
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<div class="border-b border-slate-200 px-5 py-4"><h2 class="font-semibold text-slate-900">Fixed Asset Ledgers</h2><p class="mt-1 text-sm text-slate-500">Rate is selected by the reviewer. Transaction date is used only as a review proxy for the 180-day put-to-use test; verify where actual put-to-use differs.</p></div>
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<div class="overflow-x-auto"><table class="min-w-full text-sm"><thead class="bg-slate-50 text-left text-xs uppercase tracking-wide text-slate-500"><tr><th class="px-4 py-3">Ledger</th><th class="px-4 py-3 text-right">Opening WDV</th><th class="px-4 py-3 text-right">Additions ≥180 days</th><th class="px-4 py-3 text-right">Additions <180 days</th><th class="px-4 py-3 text-right">Reductions</th><th class="px-4 py-3">Rate</th></tr></thead><tbody class="divide-y divide-slate-100">
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{% for row in preview.fixed_asset_ledgers %}<tr><td class="px-4 py-3"><div class="font-medium text-slate-900">{{ row.ledger_name }}</div><div class="text-xs text-slate-500">{{ row.parent_group }}</div></td><td class="px-4 py-3 text-right">{{ '%.2f'|format(row.opening_wdv) }}</td><td class="px-4 py-3 text-right">{{ '%.2f'|format(row.additions_full_rate) }}</td><td class="px-4 py-3 text-right">{{ '%.2f'|format(row.additions_half_rate) }}</td><td class="px-4 py-3 text-right">{{ '%.2f'|format(row.reductions) }}</td><td class="px-4 py-3"><select name="rate__{{ row.ledger_key }}" class="rounded-lg border border-slate-300 px-2 py-1.5"><option value="0" {% if row.rate_percent == 0 %}selected{% endif %}>0%</option>{% for rate in [5,10,15,20,25,30,40,45,60,80,100] %}<option value="{{ rate }}" {% if row.rate_percent == rate %}selected{% endif %}>{{ rate }}%</option>{% endfor %}</select></td></tr>{% else %}<tr><td colspan="6" class="px-4 py-8 text-center text-slate-500">No ledgers under Fixed Assets were found in the synchronized master snapshot.</td></tr>{% endfor %}
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</tbody></table></div>
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<div class="flex justify-end border-t border-slate-200 px-5 py-4"><button type="submit" {% if not coverage.complete or not preview.fixed_asset_ledgers %}disabled{% endif %} class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white disabled:cursor-not-allowed disabled:opacity-50">Calculate & Save Draft</button></div>
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</section>
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</form>
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{% endif %}
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{% if depreciation_run %}
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<section class="rounded-2xl bg-white p-5 shadow-soft"><div class="flex flex-wrap justify-between gap-4"><div><h2 class="font-semibold text-slate-900">Draft Calculation #{{ depreciation_run.id }}</h2><p class="mt-1 text-sm text-slate-500">{{ depreciation_run.company_name }} · {{ depreciation_run.fy_start }} to {{ depreciation_run.fy_end }}</p></div><div class="text-right"><div class="text-xs uppercase tracking-wide text-slate-500">Total Depreciation</div><div class="text-2xl font-semibold text-slate-900">₹ {{ '%.2f'|format(depreciation_run.total_depreciation) }}</div></div></div>
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<div class="mt-4 rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">Proposed only: Debit {{ depreciation_run.depreciation_expense_ledger or 'Depreciation' }} and credit {{ depreciation_run.depreciation_reserve_ledger or 'Depreciation Reserve' }} for ₹ {{ '%.2f'|format(depreciation_run.total_depreciation) }}. Tally write-back remains disabled.</div>
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<div class="mt-4 overflow-x-auto"><table class="min-w-full text-sm"><thead class="bg-slate-50 text-left text-xs uppercase text-slate-500"><tr><th class="px-3 py-2">Ledger</th><th class="px-3 py-2 text-right">Rate</th><th class="px-3 py-2 text-right">Depreciation</th><th class="px-3 py-2 text-right">Closing WDV</th></tr></thead><tbody class="divide-y divide-slate-100">{% for row in depreciation_run.lines %}<tr><td class="px-3 py-2">{{ row.ledger_name }}</td><td class="px-3 py-2 text-right">{{ '%.2f'|format(row.rate_percent) }}%</td><td class="px-3 py-2 text-right">{{ '%.2f'|format(row.depreciation_amount) }}</td><td class="px-3 py-2 text-right">{{ '%.2f'|format(row.closing_wdv) }}</td></tr>{% endfor %}</tbody></table></div>
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</section>
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{% endif %}
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<div class="rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">Phase 5 is review/calculation only. Phase 6 will add controlled, approved Tally write-back.</div>
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</div>
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{% endblock %}
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@@ -9,10 +9,13 @@
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Tools · Accounting</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Tally Accounting Masters</h1>
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<p class="mt-1 text-sm text-slate-500">Phase 3 permanently maps an ERP client or registration to a loaded TallyPrime company using the Tally GUID.</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Tally Accounting</h1>
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<p class="mt-1 text-sm text-slate-500">Company mapping, master sync and transaction sync remain available. Phase 5 adds review-only accounting tools without Tally write-back.</p>
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</div>
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<div class="flex flex-wrap gap-2">
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{% 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 %}
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% else %}?refresh=1{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Refresh Tally Companies</a>
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</div>
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% else %}?refresh=1{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Refresh Tally Companies</a>
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</div>
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{% if initialized %}
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