Add FY-wise Tally data paths to engagement workspace

app/modules/documents/ui.py

@@ -101,6 +101,20 @@ from app.modules.services.execution import recalculate_task_aqmm_status
 router = APIRouter(prefix="/documents", tags=["documents-ui"])
 logger = logging.getLogger("audit_storage_agent.documents_ui")
 
+_TALLY_MARKER_PREFIX = "ERP_TALLY_DATA_FY:"
+
+def _previous_financial_year(financial_year: str) -> str:
+    match = re.match(r"^(\d{4})-(\d{2}|\d{4})$", (financial_year or "").strip())
+    if not match:
+        return ""
+    start = int(match.group(1))
+    return f"{start - 1:04d}-{start % 100:02d}"
+
+def _allowed_tally_financial_years(engagement) -> set[str]:
+    current = str(getattr(engagement, "financial_year", "") or "").strip()
+    previous = _previous_financial_year(current)
+    return {year for year in (current, previous) if year}
+
 
 def _normalise_document_text(value) -> str:
     return re.sub(r"[^a-z0-9]+", " ", str(value or "").lower()).strip()
@@ -359,6 +373,8 @@ def upload_engagement_document(
     remarks: str | None = Form(None),
     existing_document_id: str | None = Form(None),
     udin_required: str | None = Form(None),
+    upload_target: str | None = Form(None),
+    tally_financial_year: str | None = Form(None),
     file: UploadFile = File(...),
     return_to: str = Form(""),
     csrf_token: str = Form(...),
@@ -381,6 +397,24 @@ def upload_engagement_document(
             return RedirectResponse(url=return_target if return_to else f"/documents/engagements/{engagement.id}?year_locked=1", status_code=303)
         if not file or not file.filename:
             return RedirectResponse(url=return_target if return_to else f"/documents/engagements/{engagement_id}?error=missing_file", status_code=303)
+
+        is_tally_upload = (upload_target or "").strip().lower() == "tally"
+        selected_tally_fy = (tally_financial_year or "").strip() if is_tally_upload else ""
+        if is_tally_upload:
+            if selected_tally_fy not in _allowed_tally_financial_years(engagement):
+                return RedirectResponse(url=return_target if return_to else f"/documents/engagements/{engagement_id}?error=invalid_tally_year", status_code=303)
+            title = f"Tally Data - FY {selected_tally_fy}"
+            description = f"{_TALLY_MARKER_PREFIX}{selected_tally_fy}"
+            document_type = "GENERAL"
+            if existing_document_id:
+                existing_doc = get_document(db, int(existing_document_id))
+                existing_marker = str(getattr(existing_doc, "description", "") or "") if existing_doc else ""
+                if (
+                    not existing_doc
+                    or int(getattr(existing_doc, "engagement_id", 0) or 0) != int(engagement.id)
+                    or existing_marker.strip() != f"{_TALLY_MARKER_PREFIX}{selected_tally_fy}"
+                ):
+                    return RedirectResponse(url=return_target if return_to else f"/documents/engagements/{engagement_id}?error=invalid_tally_document", status_code=303)
         try:
             doc = save_uploaded_revision(
                 db,
@@ -393,6 +427,7 @@ def upload_engagement_document(
                 user=user,
                 existing_document_id=int(existing_document_id) if existing_document_id else None,
                 udin_required=_bool_from_form(udin_required),
+                tally_financial_year=selected_tally_fy or None,
             )
             log_document_access(db, action="upload", result="success", user=user, request=request, document=doc)
             db.commit()