Add Phase 3 Tally accounting master synchronization

app/modules/accounting/templates/accounting/tally.html

@@ -1,11 +1,12 @@
 {% extends "ui/templates/base/layout.html" %}
 {% block content %}
+{% if synced %}<div class="mb-4 rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">Tally accounting masters synchronized successfully.</div>{% endif %}
 <div class="space-y-6">
   <div class="flex flex-wrap items-start justify-between gap-4">
     <div>
       <p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Tools · Accounting</p>
-      <h1 class="mt-1 text-2xl font-semibold text-slate-900">Tally Company Mapping</h1>
-      <p class="mt-1 text-sm text-slate-500">Phase 2 permanently maps an ERP client or registration to a loaded TallyPrime company using the Tally GUID.</p>
+      <h1 class="mt-1 text-2xl font-semibold text-slate-900">Tally Accounting Masters</h1>
+      <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>
     </div>
     <a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% else %}?refresh=1{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Refresh Tally Companies</a>
   </div>
@@ -122,7 +123,7 @@
       </label>
 
       <label class="text-sm font-medium text-slate-700">
-        Loaded Tally Company
+        Currently Open in TallyPrime
         <select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
           <option value="">Select Tally company</option>
           {% for company in tally.companies %}
@@ -138,7 +139,7 @@
         <input type="checkbox" name="allow_gstin_mismatch" value="true" class="mt-1 rounded border-slate-300" />
         <span class="text-sm text-slate-700">
           Allow GSTIN mismatch after manual verification.
-          <span class="block text-xs text-slate-500">For a GSTIN registration, Phase 2 blocks a mapping when both ERP and Tally contain different GSTINs unless this override is explicitly selected.</span>
+          <span class="block text-xs text-slate-500">For a GSTIN registration, Phase 3 blocks a mapping when both ERP and Tally contain different GSTINs unless this override is explicitly selected.</span>
         </span>
       </label>
 
@@ -149,6 +150,47 @@
   </section>
   {% endif %}
 
+  {% if accounting and accounting.exists and tally and tally.connected %}
+  <section class="rounded-2xl bg-white p-5 shadow-soft">
+    <div class="flex flex-wrap items-start justify-between gap-4">
+      <div>
+        <h2 class="font-semibold text-slate-900">Phase 3 · Accounting Master Sync</h2>
+        <p class="mt-1 text-sm text-slate-500">Select the company that is currently open/loaded in TallyPrime. The Local Agent verifies that the selected company is already mapped to this ERP client before reading masters.</p>
+      </div>
+      <span class="rounded-full bg-blue-50 px-3 py-1 text-xs font-semibold text-blue-700">Read-only</span>
+    </div>
+
+    <form method="post" action="/tools/tally/sync-masters" class="mt-5 grid gap-4 lg:grid-cols-[1fr_auto] lg:items-end">
+      <input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
+      <input type="hidden" name="client_id" value="{{ selected_client.id }}" />
+      <label class="text-sm font-medium text-slate-700">
+        Currently Open in TallyPrime
+        <select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
+          <option value="">Select open Tally company</option>
+          {% for company in tally.companies %}
+          {% if company.guid %}
+          <option value="{{ company.guid }}">{{ company.name }}{% if company.gstin %} · {{ company.gstin }}{% endif %}</option>
+          {% endif %}
+          {% endfor %}
+        </select>
+        <span class="mt-1 block text-xs font-normal text-slate-500">This dropdown is populated live from the companies currently loaded/open in the local TallyPrime instance.</span>
+      </label>
+      <button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Sync Accounting Masters</button>
+    </form>
+
+    <div class="mt-5 grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
+      {% set last_sync = accounting.latest_master_sync if accounting else none %}
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Latest Sync</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.completed_at_utc if last_sync and last_sync.completed_at_utc else 'Not synced yet' }}</div></div>
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Company</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.company_name if last_sync else '-' }}</div></div>
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Rows Stored</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.rows_processed if last_sync else 0 }}</div></div>
+      <div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Status</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.status|title if last_sync else '-' }}</div></div>
+    </div>
+
+    <div class="mt-4 rounded-xl bg-slate-50 px-4 py-3 text-xs text-slate-600">
+      Synced into the selected client's .act database: Groups, Ledgers, Voucher Types, Stock Groups, Stock Categories, Stock Items, Units, Cost Categories and Cost Centres. No voucher or transaction data is imported in Phase 3.
+    </div>
+  </section>
+
   {% if accounting and accounting.exists %}
   <section class="overflow-hidden rounded-2xl bg-white shadow-soft">
     <div class="border-b border-slate-100 px-5 py-4">
@@ -236,7 +278,7 @@
   {% endif %}
 
   <div class="rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">
-    Phase 2 only stores company mappings. Ledger masters, vouchers, inventory and Tally write-back remain disabled.
+    Phase 3 synchronizes accounting masters only. Voucher/transaction sync and Tally write-back remain disabled and are reserved for later phases.
   </div>
 </div>
 {% endblock %}