diff --git a/app/modules/accounting/cash_payment_ui.py b/app/modules/accounting/cash_payment_ui.py
index 9bb7a1d..571f635 100644
--- a/app/modules/accounting/cash_payment_ui.py
+++ b/app/modules/accounting/cash_payment_ui.py
@@ -269,6 +269,7 @@ async def cash_payment_ledgers(request: Request):
if not selected_client:
return JSONResponse({"ok": False, "error": "Select a valid client."}, status_code=400)
tally_guid = str(form.get("tally_guid") or "").strip()
+ company_name = str(form.get("company_name") or "").strip()
date_from = str(form.get("date_from") or date.today().isoformat()).strip()
force_refresh = str(form.get("force_refresh") or "").strip().lower() in {"1","true","yes","on"}
if not tally_guid:
@@ -284,6 +285,7 @@ async def cash_payment_ledgers(request: Request):
{
**_accounting_storage_payload(selected_client, fy),
"tally_guid": tally_guid,
+ "company_name": company_name,
"force_refresh": force_refresh,
},
timeout_seconds=20,
diff --git a/app/modules/accounting/templates/accounting/cash_payment_review.html b/app/modules/accounting/templates/accounting/cash_payment_review.html
index c9a7d79..76cffaa 100644
--- a/app/modules/accounting/templates/accounting/cash_payment_review.html
+++ b/app/modules/accounting/templates/accounting/cash_payment_review.html
@@ -36,7 +36,7 @@
{% if live_result and live_result.accounting %}
{% for mapping in live_result.accounting.mappings or [] %}
-
+
{% endfor %}
{% endif %}
@@ -259,6 +259,10 @@
const fd = new FormData(form);
if (!fd.get('client_id') || !fd.get('tally_guid')) { ledgerHelp.textContent = 'Select a client and Tally company first.'; return; }
fd.set('csrf_token', document.getElementById('cash-csrf-token').value);
+ const companySelect = form.querySelector('select[name="tally_guid"]');
+ const companyOption = companySelect && companySelect.options[companySelect.selectedIndex];
+ const companyName = companyOption ? String(companyOption.dataset.companyName || companyOption.textContent || '').trim() : '';
+ if (companyName) fd.set('company_name', companyName);
if(forceRefresh) fd.set('force_refresh','1');
ledgerButton.disabled = true; if(ledgerRefreshButton) ledgerRefreshButton.disabled=true;
ledgerHelp.textContent = forceRefresh ? 'Starting background refresh from Tally…' : 'Loading cached ledgers or starting background Tally sync…';
diff --git a/app/modules/documents/agent_package.py b/app/modules/documents/agent_package.py
index a72cda8..5b9777e 100644
--- a/app/modules/documents/agent_package.py
+++ b/app/modules/documents/agent_package.py
@@ -4,7 +4,7 @@ import io
from pathlib import Path
import zipfile
-ERP_LOCAL_AGENT_VERSION = "1.22.15"
+ERP_LOCAL_AGENT_VERSION = "1.22.16"
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)
diff --git a/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py b/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py
index f8005bb..c13fa20 100644
--- a/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py
+++ b/app/modules/documents/local_agent_runtime/erp_local_agent/__init__.py
@@ -1,2 +1,2 @@
-__version__ = "1.22.15"
+__version__ = "1.22.16"
AGENT_NAME = "ERP Local Agent"
diff --git a/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py b/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py
index 4426842..11f1f24 100644
--- a/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py
+++ b/app/modules/documents/local_agent_runtime/erp_local_agent/commands.py
@@ -794,17 +794,20 @@ class AgentCommandProcessor:
def _cash_payment_ledgers(self, payload: dict[str, Any]) -> dict[str, Any]:
"""Backward-compatible non-blocking ledger request.
- If a cached ledger master exists it is returned immediately. Otherwise a
- background master-sync job is started and the caller receives its job id.
+ This path must never perform a live Tally status call before acknowledging
+ the ERP request. A cached master is returned immediately; otherwise the
+ background start path is used.
"""
client_id = int(payload.get("client_id"))
- company, company_name = self._resolve_open_company(payload)
- tally_guid = str(company.get("guid") or payload.get("tally_guid") or "").strip()
+ tally_guid = str(payload.get("tally_guid") or "").strip()
+ if not tally_guid:
+ raise ValueError("Mapped Tally company GUID is required.")
+ company_name = str(payload.get("company_name") or "").strip()
cached = self._cash_payment_cached_ledgers(client_id, tally_guid)
if cached:
return {
"status": "cached",
- "company": company,
+ "company": {"guid": tally_guid, "name": company_name},
"company_name": company_name,
"ledgers": cached,
"cash_candidates": [x for x in cached if x["is_cash_candidate"]],
@@ -815,18 +818,36 @@ class AgentCommandProcessor:
return self._cash_payment_ledgers_start(payload)
def _cash_payment_ledgers_start(self, payload: dict[str, Any]) -> dict[str, Any]:
+ """Create/return a ledger-master job without blocking on Tally.
+
+ Live company validation and the ledger export happen only inside the
+ background worker. This guarantees the VPS receives an immediate job ACK
+ even when Tally needs a minute or more to enumerate a large ledger master.
+ """
client_id = int(payload.get("client_id"))
- company, company_name = self._resolve_open_company(payload)
- tally_guid = str(company.get("guid") or payload.get("tally_guid") or "").strip()
+ tally_guid = str(payload.get("tally_guid") or "").strip()
+ if not tally_guid:
+ raise ValueError("Mapped Tally company GUID is required.")
+ expected_company_name = str(payload.get("company_name") or "").strip()
self._ensure_cash_ledger_schema(client_id)
cached = self._cash_payment_cached_ledgers(client_id, tally_guid)
force_refresh = bool(payload.get("force_refresh"))
if cached and not force_refresh:
+ cached_company = expected_company_name
+ if not cached_company:
+ with self.store.connect(client_id) as db:
+ row = db.execute(
+ """SELECT company_name FROM cash_payment_ledger_cache
+ WHERE client_id=? AND tally_guid=? AND company_name<>''
+ ORDER BY synced_at_utc DESC LIMIT 1""",
+ (client_id, tally_guid),
+ ).fetchone()
+ cached_company = str(row[0] or "") if row else ""
return {
"status": "cached",
- "company": company,
- "company_name": company_name,
+ "company": {"guid": tally_guid, "name": cached_company},
+ "company_name": cached_company,
"ledgers": cached,
"cash_candidates": [x for x in cached if x["is_cash_candidate"]],
"ledger_count": len(cached),
@@ -850,7 +871,7 @@ class AgentCommandProcessor:
"""INSERT INTO cash_payment_ledger_jobs
(job_id, client_id, tally_guid, company_name, status, stage, percent, ledger_count, error, started_at_utc, finished_at_utc)
VALUES (?,?,?,?,?,?,?,?,?,?,?)""",
- (job_id, client_id, tally_guid, company_name, "queued", "Queued for Tally ledger master sync", 2, 0, "", now, ""),
+ (job_id, client_id, tally_guid, expected_company_name, "queued", "Queued for Tally ledger master sync", 2, 0, "", now, ""),
)
db.commit()
@@ -860,16 +881,33 @@ class AgentCommandProcessor:
"status": "queued",
"stage": "Queued for Tally ledger master sync",
"percent": 2,
- "company_name": company_name,
+ "company_name": expected_company_name,
"ledger_count": 0,
})
def worker():
+ company_name = expected_company_name
try:
with self.store.connect(client_id) as db:
db.execute(
"UPDATE cash_payment_ledger_jobs SET status='running',stage=?,percent=? WHERE job_id=?",
- ("Connected to Tally; reading ledger master", 15, job_id),
+ ("Validating mapped company with Tally", 8, job_id),
+ )
+ db.commit()
+ _cash_progress_snapshot({
+ "job_id": job_id, "job_kind": "ledger_master", "status": "running",
+ "stage": "Validating mapped company with Tally", "percent": 8,
+ "company_name": company_name, "ledger_count": 0,
+ })
+
+ # Potentially slow Tally status/preflight is deliberately inside the
+ # worker so it can never delay the ERP command acknowledgement.
+ company, live_company_name = self._resolve_open_company(payload)
+ company_name = live_company_name
+ with self.store.connect(client_id) as db:
+ db.execute(
+ "UPDATE cash_payment_ledger_jobs SET company_name=?,stage=?,percent=? WHERE job_id=?",
+ (company_name, "Connected to Tally; reading ledger master", 15, job_id),
)
db.commit()
_cash_progress_snapshot({
@@ -877,8 +915,7 @@ class AgentCommandProcessor:
"stage": "Connected to Tally; reading ledger master", "percent": 15,
"company_name": company_name, "ledger_count": 0,
})
- # The Tally export is intentionally isolated in this background thread
- # so websocket/tunnel keepalives and the HTTP command ACK remain responsive.
+
rows = self.tally.export_master_collection(company_name, "ledgers") or []
ledgers = self._cash_ledger_rows(rows)
_cash_progress_snapshot({
@@ -904,9 +941,9 @@ class AgentCommandProcessor:
)
db.execute(
"""UPDATE cash_payment_ledger_jobs
- SET status='completed',stage=?,percent=100,ledger_count=?,finished_at_utc=?
+ SET status='completed',company_name=?,stage=?,percent=100,ledger_count=?,finished_at_utc=?
WHERE job_id=?""",
- (f"{len(ledgers)} ledgers cached and ready", len(ledgers), synced, job_id),
+ (company_name, f"{len(ledgers)} ledgers cached and ready", len(ledgers), synced, job_id),
)
db.commit()
self.logger.info(
@@ -945,6 +982,9 @@ class AgentCommandProcessor:
with _CASH_LEDGER_THREADS_LOCK:
_CASH_LEDGER_THREADS[job_id] = thread
thread.start()
+
+ # Important: do not call Tally or wait for the worker here. Return the job
+ # record immediately so the VPS can poll progress independently.
return self._cash_payment_ledgers_status({**payload, "job_id": job_id})
def _cash_payment_ledgers_status(self, payload: dict[str, Any]) -> dict[str, Any]:
diff --git a/app/modules/documents/local_agent_runtime/erp_local_agent/dashboard.py b/app/modules/documents/local_agent_runtime/erp_local_agent/dashboard.py
index 64fc745..a69fbc2 100644
--- a/app/modules/documents/local_agent_runtime/erp_local_agent/dashboard.py
+++ b/app/modules/documents/local_agent_runtime/erp_local_agent/dashboard.py
@@ -171,7 +171,7 @@ function gb(n){return (n/1073741824).toFixed(1)+' GB'}
function setProgress(title,pct,text,active=true){let b=document.getElementById('progressBox');b.style.display='block';document.getElementById('progressTitle').textContent=title;let p=Math.max(0,Math.min(100,Number(pct)||0));lastServerPercent=Math.max(lastServerPercent,p);document.getElementById('progressPct').textContent=Math.round(p)+'%';document.getElementById('progressFill').style.width=p+'%';document.getElementById('progressMsg').textContent=text||'';document.getElementById('progressFill').className='progressfill'+(active&&p<100?' pulse':'')}
function applyProgress(u){let p=(u&&u.progress)||{};if(!p.operation)return;let title=p.operation==='check'?'Checking for Updates':p.operation==='download'?'Downloading Update':'Applying Update';setProgress(title,p.percent||0,p.message||p.phase||'',!['updated','downloaded','current','available','error'].includes(p.status));if(p.operation==='install'&&p.target_version){installTarget=p.target_version}}
function setCashStep(id,state){let e=document.getElementById(id);e.className='cashstep'+(state?' '+state:'')}
-async function refreshCashProgress(){try{const r=await fetch('/api/cash-progress',{cache:'no-store'});const d=await r.json();const j=d.job||{};if(!j.job_id){document.getElementById('cashJobSection').style.display='none';return}document.getElementById('cashJobSection').style.display='block';let p=Math.max(0,Math.min(100,Number(j.percent)||0));document.getElementById('cashJobPct').textContent=Math.round(p)+'%';document.getElementById('cashJobFill').style.width=p+'%';document.getElementById('cashJobStage').textContent=j.stage||j.status||'Working…';let isLedger=String(j.job_kind||'')==='ledger_master';document.querySelector('#cashJobSection h2').textContent=isLedger?'Cash Payment — Tally Ledger Sync':'Cash Payment Compliance';document.getElementById('cashJobSub').textContent=(j.company_name||'Tally company')+(j.cash_ledgers&&j.cash_ledgers.length?' • Cash ledger: '+j.cash_ledgers.join(', '):'');if(isLedger){document.getElementById('cashDays').parentElement.querySelector('.label').textContent='Ledgers';document.getElementById('cashDays').textContent=String(j.ledger_count||0);document.getElementById('cashVouchers').parentElement.querySelector('.label').textContent='Status';document.getElementById('cashVouchers').textContent=j.status||'working';document.getElementById('cashRequests').parentElement.querySelector('.label').textContent='Progress';document.getElementById('cashRequests').textContent=Math.round(p)+'%';document.getElementById('cashDate').parentElement.querySelector('.label').textContent='Source';document.getElementById('cashDate').textContent='Tally ledger master';}else{document.getElementById('cashDays').parentElement.querySelector('.label').textContent='Days';document.getElementById('cashDays').textContent=String(j.completed_days||0)+' / '+String(j.total_days||0);document.getElementById('cashVouchers').parentElement.querySelector('.label').textContent='Cash vouchers';document.getElementById('cashVouchers').textContent=String(j.vouchers_cached||0);document.getElementById('cashRequests').parentElement.querySelector('.label').textContent='Tally requests';document.getElementById('cashRequests').textContent=String(j.tally_requests||0);document.getElementById('cashDate').parentElement.querySelector('.label').textContent='Current date';document.getElementById('cashDate').textContent=j.current_date||'—';}let st=String(j.stage||'').toLowerCase(),status=String(j.status||'').toLowerCase();if(isLedger){setCashStep('cs1',(p>=15?'done':(p>0?'run':'')));setCashStep('cs2',(status==='completed'?'done':'run'));setCashStep('cs3','');setCashStep('cs4','');setCashStep('cs5',(status==='completed'?'done':''));}else{setCashStep('cs1',(p>=10?'done':(p>0?'run':'')));setCashStep('cs2',(p>=20?'done':(st.includes('ledger')?'run':'')));setCashStep('cs3',(p>=93?'done':(p>=20?'run':'')));setCashStep('cs4',(status==='completed'?'done':(st.includes('analys')?'run':'')));setCashStep('cs5',(status==='completed'?'done':''));}let er=document.getElementById('cashError');if(j.error){er.style.display='block';er.textContent=j.error}else{er.style.display='none'}}catch(e){}}
+async function refreshCashProgress(){try{const r=await fetch('/api/cash-progress',{cache:'no-store'});const d=await r.json();const j=d.job||{};if(!j.job_id){document.getElementById('cashJobSection').style.display='none';return}document.getElementById('cashJobSection').style.display='block';let p=Math.max(0,Math.min(100,Number(j.percent)||0));document.getElementById('cashJobPct').textContent=Math.round(p)+'%';document.getElementById('cashJobFill').style.width=p+'%';document.getElementById('cashJobStage').textContent=j.stage||j.status||'Working…';let isLedger=String(j.job_kind||'')==='ledger_master';document.querySelector('#cashJobSection h2').textContent=isLedger?'Cash Payment — Tally Ledger Sync':'Cash Payment Compliance';document.getElementById('cashJobSub').textContent=(j.company_name||'Tally company')+(j.cash_ledgers&&j.cash_ledgers.length?' • Cash ledger: '+j.cash_ledgers.join(', '):'');if(isLedger){document.getElementById('cashDays').parentElement.querySelector('.label').textContent='Ledgers';document.getElementById('cashDays').textContent=String(j.ledger_count||0);document.getElementById('cashVouchers').parentElement.querySelector('.label').textContent='Status';document.getElementById('cashVouchers').textContent=j.status||'working';document.getElementById('cashRequests').parentElement.querySelector('.label').textContent='Progress';document.getElementById('cashRequests').textContent=Math.round(p)+'%';document.getElementById('cashDate').parentElement.querySelector('.label').textContent='Source';document.getElementById('cashDate').textContent='Tally ledger master';}else{document.getElementById('cashDays').parentElement.querySelector('.label').textContent='Days';document.getElementById('cashDays').textContent=String(j.completed_days||0)+' / '+String(j.total_days||0);document.getElementById('cashVouchers').parentElement.querySelector('.label').textContent='Cash vouchers';document.getElementById('cashVouchers').textContent=String(j.vouchers_cached||0);document.getElementById('cashRequests').parentElement.querySelector('.label').textContent='Tally requests';document.getElementById('cashRequests').textContent=String(j.tally_requests||0);document.getElementById('cashDate').parentElement.querySelector('.label').textContent='Current date';document.getElementById('cashDate').textContent=j.current_date||'—';}let st=String(j.stage||'').toLowerCase(),status=String(j.status||'').toLowerCase();if(isLedger){setCashStep('cs1',(p>=15?'done':(p>0?'run':'')));setCashStep('cs2','');setCashStep('cs3','');setCashStep('cs4','');setCashStep('cs5','');}else{setCashStep('cs1',(p>=10?'done':(p>0?'run':'')));setCashStep('cs2',(p>=20?'done':(st.includes('ledger')?'run':'')));setCashStep('cs3',(p>=93?'done':(p>=20?'run':'')));setCashStep('cs4',(status==='completed'?'done':(st.includes('analys')?'run':'')));setCashStep('cs5',(status==='completed'?'done':''));}let er=document.getElementById('cashError');if(j.error){er.style.display='block';er.textContent=j.error}else{er.style.display='none'}}catch(e){}}
async function refresh(){try{const r=await fetch('/api/status',{cache:'no-store'});if(!r.ok)throw new Error('status unavailable');const s=await r.json();offlineTicks=0;
let c=s.agent.connection_state||'unknown';let ce=document.getElementById('connection');ce.textContent=c.charAt(0).toUpperCase()+c.slice(1);ce.className='value '+(c==='connected'?'ok':'bad');
document.getElementById('heartbeat').textContent=s.agent.last_heartbeat_utc?'Last heartbeat: '+s.agent.last_heartbeat_utc:'No heartbeat recorded';