Add right-side accounting menu and sundry creditors ageing analysis

app/modules/documents/agent_package.py

@@ -4,7 +4,7 @@ import io
 from pathlib import Path
 import zipfile
 
-ERP_LOCAL_AGENT_VERSION = "1.26.10"
+ERP_LOCAL_AGENT_VERSION = "1.26.11"
 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)

app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py

@@ -1,2 +1,2 @@
-__version__ = "1.26.10"
+__version__ = "1.26.11"
 AGENT_NAME = "ERP Local Agent"

app/modules/documents/local_agent_runtime/erp_local_agent/commands.py

@@ -4180,6 +4180,92 @@ class AgentCommandProcessor:
                     f"SELECT * FROM {table} WHERE stock_item_name=? COLLATE NOCASE ORDER BY applicable_from,history_position",
                     (item,)).fetchall()]
                 return {"rows":rows,"count":len(rows)}
+            if query == "sundry_creditor_movements":
+                creditor_limit = max(1, min(100000, int(filters.get("limit") or 50000)))
+                # Resolve Sundry Creditors and all descendant groups from the mirror
+                # master hierarchy. Older mirrors may not have group_master; in that
+                # case direct-parent ledgers still remain analyzable.
+                group_parent = {}
+                try:
+                    for gr in db.execute("SELECT name,parent FROM group_master").fetchall():
+                        name = str(gr["name"] or "").strip()
+                        if name:
+                            group_parent[name.casefold()] = str(gr["parent"] or "").strip()
+                except Exception:
+                    group_parent = {}
+
+                def is_creditor_group(name: str) -> bool:
+                    current = str(name or "").strip()
+                    seen = set()
+                    while current and current.casefold() not in seen:
+                        key = current.casefold()
+                        seen.add(key)
+                        if key in {"sundry creditors", "sundry creditor"}:
+                            return True
+                        current = group_parent.get(key, "")
+                    return False
+
+                ledgers = []
+                for lr in db.execute(
+                    "SELECT ledger_name,parent_group,opening_balance,closing_balance FROM ledger_master ORDER BY ledger_name"
+                ).fetchall():
+                    parent = str(lr["parent_group"] or "").strip()
+                    if is_creditor_group(parent):
+                        ledgers.append(dict(lr))
+                # Direct parent fallback for mirrors where group_master was not
+                # available during an older extraction.
+                if not ledgers:
+                    ledgers = [dict(r) for r in db.execute(
+                        """SELECT ledger_name,parent_group,opening_balance,closing_balance
+                           FROM ledger_master
+                           WHERE LOWER(TRIM(parent_group)) IN ('sundry creditors','sundry creditor')
+                           ORDER BY ledger_name"""
+                    ).fetchall()]
+
+                names = [str(x.get("ledger_name") or "").strip() for x in ledgers if str(x.get("ledger_name") or "").strip()]
+                rows = []
+                if names:
+                    placeholders = ",".join("?" for _ in names)
+                    clauses = [f"LOWER(ledger_name) IN ({placeholders})"]
+                    params = [x.casefold() for x in names]
+                    if from_date:
+                        clauses.append("voucher_date>=?")
+                        params.append(from_date)
+                    if to_date:
+                        clauses.append("voucher_date<=?")
+                        params.append(to_date)
+                    sql = (
+                        "SELECT voucher_guid,line_no,voucher_date,voucher_type,voucher_number,party_ledger,"
+                        "ledger_name,dr_cr,amount,raw_amount FROM voucher_ledger_entry WHERE "
+                        + " AND ".join(clauses)
+                        + " ORDER BY ledger_name,voucher_date,line_no LIMIT ?"
+                    )
+                    params.append(creditor_limit)
+                    rows = [dict(r) for r in db.execute(sql, tuple(params)).fetchall()]
+                    # Voucher reference/narration are intentionally joined from the
+                    # voucher header so the exported audit trail remains readable.
+                    if rows:
+                        vmap = {}
+                        guids = list(dict.fromkeys(str(r.get("voucher_guid") or "") for r in rows if r.get("voucher_guid")))
+                        for pos in range(0, len(guids), 800):
+                            chunk = guids[pos:pos+800]
+                            ph = ",".join("?" for _ in chunk)
+                            for vr in db.execute(
+                                f"SELECT voucher_guid,reference,narration FROM voucher WHERE voucher_guid IN ({ph})",
+                                tuple(chunk),
+                            ).fetchall():
+                                vmap[str(vr["voucher_guid"] or "")] = dict(vr)
+                        for row in rows:
+                            head = vmap.get(str(row.get("voucher_guid") or ""), {})
+                            row["reference"] = str(head.get("reference") or "")
+                            row["narration"] = str(head.get("narration") or "")
+                return {
+                    "ledgers": ledgers,
+                    "rows": rows,
+                    "count": len(rows),
+                    "truncated": len(rows) >= creditor_limit,
+                    "mirror": self.tally.mirror.status(client_id).get("mirror") or {},
+                }
             if query == "voucher":
                 guid=str(filters.get("voucher_guid") or "").strip()
                 v=db.execute("SELECT * FROM voucher WHERE voucher_guid=?",(guid,)).fetchone()