Add FY-wise Tally data paths to engagement workspace

app/modules/services/engagement_resources.py

@@ -10,6 +10,28 @@ from app.modules.documents.services import client_folder_parts, get_active_stora
 from app.modules.services.models import FirmServiceTaskTemplate, ServiceTaskCategory
 
 
+
+
+_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})$", (financial_year or "").strip())
+    if not match:
+        return ""
+    start = int(match.group(1))
+    prev_start = start - 1
+    return f"{prev_start:04d}-{start % 100:02d}"
+
+def _tally_document_year(doc: Any) -> str:
+    description = str(getattr(doc, "description", "") or "").strip()
+    if description.startswith(_TALLY_MARKER_PREFIX):
+        return description[len(_TALLY_MARKER_PREFIX):].strip()
+    title = str(getattr(doc, "title", "") or "").strip()
+    match = re.match(r"^Tally Data\s*-\s*FY\s*(\d{4}-\d{2,4})$", title, re.IGNORECASE)
+    if match:
+        return match.group(1)
+    return ""
+
 def _join_local_path(root: str, relative: str) -> str:
     root = (root or "").strip().rstrip("\\/")
     if not root:
@@ -148,6 +170,8 @@ def build_engagement_resource_context(db, engagement, tasks: Iterable[Any], docu
     client = getattr(engagement, "client", None)
     client_id = int(getattr(engagement, "client_id", 0) or 0)
     fy = str(getattr(engagement, "financial_year", "") or "").strip()
+    prior_fy = _previous_financial_year(fy)
+    tally_year_options = [year for year in (fy, prior_fy) if year]
 
     accounting_relative_dir = ""
     accounting_relative_path = ""
@@ -174,19 +198,32 @@ def build_engagement_resource_context(db, engagement, tasks: Iterable[Any], docu
     default_upload_task_id = next((row["task_id"] for row in categories if row.get("task_id")), None)
 
     document_options = []
+    tally_data_files: list[dict[str, Any]] = []
     for doc in documents:
         versions = list(getattr(doc, "versions", None) or [])
         latest = versions[0] if versions else None
-        document_options.append({
+        latest_relative_path = str(getattr(latest, "local_relative_path", "") or "") if latest else ""
+        tally_year = _tally_document_year(doc)
+        row = {
             "id": int(getattr(doc, "id", 0) or 0),
             "title": str(getattr(doc, "title", "") or "Document"),
+            "tally_financial_year": tally_year,
             "document_type": str(getattr(doc, "document_type", "GENERAL") or "GENERAL"),
             "version_no": int(getattr(doc, "current_version_no", 0) or 0),
             "task_instance_id": getattr(doc, "task_instance_id", None),
             "latest_filename": str(getattr(latest, "original_filename", "") or "") if latest else "",
-            "latest_relative_path": str(getattr(latest, "local_relative_path", "") or "") if latest else "",
+            "latest_relative_path": latest_relative_path,
             "storage_status": str(getattr(latest, "storage_status", "") or "") if latest else "",
-        })
+        }
+        document_options.append(row)
+        if tally_year:
+            tally_data_files.append({
+                **row,
+                "financial_year": tally_year,
+                "local_path": _join_local_path(storage_root_path, latest_relative_path) if latest_relative_path else "",
+            })
+
+    tally_data_files.sort(key=lambda row: row.get("financial_year", ""), reverse=True)
 
     return {
         "accounting_relative_dir": accounting_relative_dir,
@@ -194,6 +231,8 @@ def build_engagement_resource_context(db, engagement, tasks: Iterable[Any], docu
         "accounting_local_path": accounting_local_path,
         "storage_root_path": storage_root_path,
         "storage_node_name": storage_node_name,
+        "tally_year_options": tally_year_options,
+        "tally_data_files": tally_data_files,
         "task_categories": categories,
         "default_upload_task_id": default_upload_task_id,
         "document_options": document_options,