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Add FY-wise Tally data paths to engagement workspace

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A R R R Associates
2026-09-02 13:06:34 +05:30
parent ec00a76ace
commit a0db6cebfc
4 changed files with 175 additions and 9 deletions
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app/modules/services/templates/services/engagements/_engagement_resources.html
+62 -4
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@@ -15,7 +15,7 @@
<div class="rounded-2xl border border-indigo-200 bg-indigo-50 p-4">
<div class="flex flex-wrap items-start justify-between gap-3">
<div>
<div class="text-xs font-semibold uppercase tracking-wide text-indigo-600">Tally / Accounting Data</div>
<div class="text-xs font-semibold uppercase tracking-wide text-indigo-600">Accounting Intelligence</div>
<div class="mt-1 font-semibold text-indigo-950">Client accounting .act path</div>
</div>
{% if resources.storage_node_name %}<span class="rounded-full bg-white px-2.5 py-1 text-xs font-semibold text-indigo-700">{{ resources.storage_node_name }}</span>{% endif %}
@@ -25,7 +25,7 @@
<input id="engagement-accounting-path" readonly value="{{ resources.accounting_local_path }}" class="min-w-0 flex-1 rounded-xl border border-indigo-200 bg-white px-3 py-2 font-mono text-xs text-slate-700">
<button type="button" data-copy-target="engagement-accounting-path" class="rounded-xl bg-indigo-600 px-3 py-2 text-sm font-semibold text-white hover:bg-indigo-700">Copy Path</button>
</div>
<p class="mt-2 text-xs text-indigo-700">This follows the existing branch Storage Node → FY → Client → Accounting convention used by the Local Agent.</p>
<p class="mt-2 text-xs text-indigo-700">This is the existing .act accounting/intelligence database path used by the Local Agent. Uploaded Tally data paths are shown separately on the right.</p>
{% elif resources.accounting_relative_path %}
<div class="mt-3 rounded-xl border border-indigo-200 bg-white px-3 py-2 font-mono text-xs text-slate-700">{{ resources.accounting_relative_path }}</div>
<p class="mt-2 text-xs text-amber-700">The relative accounting path is known, but this branch does not currently expose a configured local storage root.</p>
@@ -59,11 +59,37 @@
</div>
<div class="rounded-2xl border border-slate-200 bg-slate-50 p-4">
{% if resources.tally_data_files %}
<div class="mb-4 rounded-2xl border border-emerald-200 bg-emerald-50 p-3">
<div class="text-sm font-semibold text-emerald-950">Uploaded Tally Data Paths</div>
<p class="mt-1 text-xs text-emerald-700">Copy the required year path for opening-balance comparison or local Tally work.</p>
<div class="mt-3 space-y-2">
{% for tally in resources.tally_data_files %}
<div class="rounded-xl border border-emerald-200 bg-white p-2.5">
<div class="mb-1 flex items-center justify-between gap-2">
<span class="text-xs font-semibold text-emerald-900">FY {{ tally.financial_year }}</span>
<span class="text-[11px] text-slate-500">v{{ tally.version_no }}{% if tally.latest_filename %} · {{ tally.latest_filename }}{% endif %}</span>
</div>
{% if tally.local_path %}
<div class="flex gap-2">
<input id="tally-data-path-{{ loop.index }}" readonly value="{{ tally.local_path }}" class="min-w-0 flex-1 rounded-lg border border-emerald-200 bg-white px-2.5 py-2 font-mono text-[11px] text-slate-700">
<button type="button" data-copy-target="tally-data-path-{{ loop.index }}" class="rounded-lg bg-emerald-600 px-2.5 py-2 text-xs font-semibold text-white hover:bg-emerald-700">Copy Path</button>
</div>
{% elif tally.latest_relative_path %}
<div class="break-all rounded-lg border border-emerald-200 bg-white px-2.5 py-2 font-mono text-[11px] text-slate-700">{{ tally.latest_relative_path }}</div>
{% endif %}
</div>
{% endfor %}
</div>
</div>
{% endif %}
<div class="text-sm font-semibold text-slate-900">Upload from Engagement Page</div>
<p class="mt-1 text-xs text-slate-500">Select Tally Data or a service task category. Category uploads stay linked to the existing task/evidence workflow.</p>
<form method="post" enctype="multipart/form-data" action="/documents/engagements/{{ engagement_id }}/upload" class="mt-4 space-y-3" data-engagement-upload-form data-engagement-id="{{ engagement_id }}">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<input type="hidden" name="return_to" value="{{ return_to }}">
<input type="hidden" name="upload_target" value="tally" data-upload-target-field>
<div>
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Upload To</label>
<select class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" data-upload-target-select>
@@ -78,6 +104,13 @@
<p class="mt-1 text-[11px] text-slate-500">Categories come from this service's Task Category master; older engagements are mapped through their task templates where needed.</p>
{% endif %}
</div>
<div data-tally-year-wrap>
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Tally Financial Year</label>
<select name="tally_financial_year" class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" data-tally-year-select>
{% for year in resources.tally_year_options %}<option value="{{ year }}">FY {{ year }}{% if loop.first %} — engagement year{% else %} — previous year{% endif %}</option>{% endfor %}
</select>
<p class="mt-1 text-[11px] text-slate-500">Previous-year Tally data is kept separately so opening balances can be compared without replacing the current-year dataset.</p>
</div>
<div>
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Upload Action</label>
<select class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" data-upload-mode>
@@ -90,7 +123,7 @@
<label class="mb-1 block text-xs font-semibold uppercase tracking-wide text-slate-500">Existing Document</label>
<select name="existing_document_id" class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" data-existing-document-select>
<option value="">Select document</option>
{% for doc in resources.document_options %}<option value="{{ doc.id }}">{{ doc.title }} · v{{ doc.version_no }}</option>{% endfor %}
{% for doc in resources.document_options %}<option value="{{ doc.id }}" data-task-id="{{ doc.task_instance_id or '' }}" data-tally-fy="{{ doc.tally_financial_year or '' }}">{{ doc.title }} · v{{ doc.version_no }}</option>{% endfor %}
</select>
<p class="mt-1 text-[11px] text-slate-500">Replacement/version uploads use the existing document container and retain the ERP audit/version history.</p>
</div>
@@ -130,19 +163,43 @@
const wrap = form.querySelector('[data-existing-document-wrap]');
const existing = form.querySelector('[data-existing-document-select]');
const note = form.querySelector('[data-upload-target-note]');
const uploadTargetField = form.querySelector('[data-upload-target-field]');
const tallyYearWrap = form.querySelector('[data-tally-year-wrap]');
const tallyYear = form.querySelector('[data-tally-year-select]');
const engagementId = form.getAttribute('data-engagement-id');
const filterExistingDocuments = function () {
const selected = targetSelect.options[targetSelect.selectedIndex];
const kind = selected ? selected.getAttribute('data-kind') : 'tally';
const taskId = selected ? (selected.getAttribute('data-task-id') || '') : '';
const fy = tallyYear ? tallyYear.value : '';
Array.from(existing.options).forEach(function (opt, idx) {
if (idx === 0) return;
const optionTask = opt.getAttribute('data-task-id') || '';
const optionTallyFy = opt.getAttribute('data-tally-fy') || '';
const visible = kind === 'tally' ? optionTallyFy === fy : optionTask === taskId && !optionTallyFy;
opt.hidden = !visible;
opt.disabled = !visible;
});
if (existing.selectedOptions.length && existing.selectedOptions[0].disabled) existing.value = '';
};
const updateAction = function () {
const option = targetSelect.options[targetSelect.selectedIndex];
const kind = option ? option.getAttribute('data-kind') : 'tally';
const taskId = option ? option.getAttribute('data-task-id') : '';
if (kind === 'category' && taskId) {
form.action = '/documents/tasks/' + taskId + '/upload';
uploadTargetField.value = 'category';
tallyYearWrap.classList.add('hidden');
note.textContent = 'This file will be linked to the selected category through its existing engagement task, preserving evidence and AQMM behaviour.';
} else {
form.action = '/documents/engagements/' + engagementId + '/upload';
note.textContent = 'Tally Data is stored at engagement level and remains separate from task-category evidence.';
uploadTargetField.value = 'tally';
tallyYearWrap.classList.remove('hidden');
note.textContent = 'Tally Data is stored under the selected financial year. Current-year and previous-year datasets remain separate for opening-balance comparison.';
}
filterExistingDocuments();
};
const updateMode = function () {
const useExisting = mode.value !== 'new';
@@ -151,6 +208,7 @@
if (!useExisting) existing.value = '';
};
targetSelect.addEventListener('change', updateAction);
if (tallyYear) tallyYear.addEventListener('change', filterExistingDocuments);
mode.addEventListener('change', updateMode);
updateAction();
updateMode();