-
Tools · Accounting · Phase 5
Historical Tally Learning
Uses synced Tally purchase history as evidence. No voucher is created or altered in this phase.
+
Tools · Accounting · Phase 5
Historical Tally Learning
Refreshes the selected client's Purchase vouchers directly from the currently connected Tally company, then builds historical evidence. The operation is read-only; no voucher is created or altered.
{% if collected %}
Historical evidence job queued. This page will ingest the result after the selected workstation completes it.
{% endif %}
@@ -19,7 +19,10 @@
{% if selected_client %}
Collect Historical Purchase Evidence
- Select the workstation that holds this client's synced .act data. The agent returns neutral ledger-history facts; classification stays on the ERP server.
+ Select the connected ERP Local Agent workstation and currently open mapped Tally company. The agent refreshes the selected period read-only before returning neutral ledger-history facts; classification stays on the ERP server.
+ {% if not workstations %}
+ No recent ERP Local Agent workstation with Tally connected is advertising a company for this branch. Update/start the Local Agent, open the mapped company in TallyPrime, and refresh this page.
+ {% endif %}
+
{% endblock %}
diff --git a/app/modules/documents/agent_package.py b/app/modules/documents/agent_package.py
index 7535c62..f1fc288 100644
--- a/app/modules/documents/agent_package.py
+++ b/app/modules/documents/agent_package.py
@@ -4,7 +4,7 @@ import io
from pathlib import Path
import zipfile
-ERP_LOCAL_AGENT_VERSION = "1.15.0"
+ERP_LOCAL_AGENT_VERSION = "1.15.1"
ERP_LOCAL_AGENT_NAME = "ERP Local Agent"
RUNTIME_ROOT = Path(__file__).resolve().parent / "local_agent_runtime"
_DETERMINISTIC_ZIP_TIMESTAMP = (2026, 1, 1, 0, 0, 0)
diff --git a/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py b/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py
index 161fde1..479976a 100644
--- a/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py
+++ b/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py
@@ -1,2 +1,2 @@
-__version__ = "1.15.0"
+__version__ = "1.15.1"
AGENT_NAME = "ERP Local Agent"
diff --git a/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py b/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py
index 5e6ee66..b82ab09 100644
--- a/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py
+++ b/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py
@@ -216,14 +216,110 @@ class AgentCommandProcessor:
return {"synced": True, "sync": sync, "accounting": self.store.snapshot(client_id), "tally": tally_status, "agent": self._agent_info()}
def _historical_evidence(self, payload: dict[str, Any]) -> dict[str, Any]:
+ """Refresh Tally transactions read-only, then aggregate historical evidence.
+
+ Earlier builds only aggregated transactions already present in the local
+ .act database. That made Purchase/Sales learning appear to "not sync"
+ unless the user had separately run transaction sync first.
+ """
+ from datetime import date
+
client_id = int(payload.get("client_id"))
- return self.store.historical_learning_evidence(
- client_id,
- tally_guid=str(payload.get("tally_guid") or ""),
- date_from=str(payload.get("date_from") or ""),
- date_to=str(payload.get("date_to") or ""),
- voucher_scope=str(payload.get("voucher_scope") or "purchase"),
+ requested_guid = str(payload.get("tally_guid") or "").strip()
+ date_from = str(payload.get("date_from") or "").strip()
+ date_to = str(payload.get("date_to") or "").strip()
+ voucher_scope = str(payload.get("voucher_scope") or "purchase").strip().lower()
+ requested_by_user_id = payload.get("requested_by_user_id")
+
+ if voucher_scope not in {"purchase", "sales", "all", "any"}:
+ raise ValueError("Historical evidence voucher scope must be purchase, sales or all.")
+ if not requested_guid:
+ raise ValueError("Select a currently open mapped Tally company.")
+
+ try:
+ start = date.fromisoformat(date_from)
+ end = date.fromisoformat(date_to)
+ except Exception as exc:
+ raise ValueError("Select valid From Date and To Date for historical learning.") from exc
+
+ if start > end:
+ raise ValueError("Historical learning From Date cannot be after To Date.")
+ if (end - start).days > 1826:
+ raise ValueError("Historical learning is limited to five years per collection run.")
+
+ if not self.store.exists(client_id):
+ raise ValueError(
+ "Accounting storage is not initialized for this client. "
+ "Open Tally Accounting for the client and initialize/map the company first."
+ )
+
+ mapping = self.store.get_active_mapping_by_guid(client_id, requested_guid)
+ tally_status = self.tally.status()
+ if not tally_status.get("connected"):
+ raise ValueError(str(tally_status.get("error") or "TallyPrime is not connected."))
+
+ company = next(
+ (
+ row
+ for row in (tally_status.get("companies") or [])
+ if str(row.get("guid") or "").strip() == requested_guid
+ ),
+ None,
)
+ if not company:
+ raise ValueError(
+ "The selected mapped Tally company is not currently open in TallyPrime. "
+ "Open it in Tally and retry."
+ )
+
+ company_name = str(
+ company.get("name")
+ or payload.get("company_name")
+ or mapping.get("company_name")
+ or ""
+ ).strip()
+
+ # Read-only live refresh. No voucher is created or altered.
+ transactions = self.tally.fetch_accounting_transactions(
+ company_name,
+ date_from,
+ date_to,
+ )
+ self.store.record_tally_status(client_id, tally_status)
+ sync = self.store.replace_transaction_snapshot(
+ client_id,
+ mapping={**mapping, "company_name": company_name},
+ transactions=transactions,
+ requested_by_user_id=(
+ int(requested_by_user_id)
+ if requested_by_user_id not in (None, "")
+ else None
+ ),
+ )
+
+ evidence = self.store.historical_learning_evidence(
+ client_id,
+ tally_guid=requested_guid,
+ date_from=date_from,
+ date_to=date_to,
+ voucher_scope=voucher_scope,
+ )
+ evidence["transaction_sync"] = sync
+ evidence["tally_company_name"] = company_name
+ evidence["refreshed_from_tally"] = True
+
+ self.logger.info(
+ "Historical %s evidence refreshed from Tally client_id=%s company=%s "
+ "period=%s..%s vouchers=%s evidence_rows=%s",
+ voucher_scope,
+ client_id,
+ company_name,
+ date_from,
+ date_to,
+ (sync.get("counts") or {}).get("vouchers", sync.get("rows_processed")),
+ evidence.get("evidence_count"),
+ )
+ return evidence
def _resolve_open_company(self, payload: dict[str, Any]) -> tuple[dict[str, Any], str]: