Expose cash payment entry allocation tool
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@@ -224,6 +224,47 @@ def cash_payment_review(
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command_error=command_error,
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allocation_plan=None,
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allocation_input={"total_amount": "", "party_name": "", "expense_ledger": "", "source_payments": ""},
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page_mode="compliance",
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)
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finally:
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db.close()
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@router.get("/allocation")
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def cash_payment_allocation(
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request: Request,
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client_id: int | None = None,
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error: str = "",
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):
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db = CommonSessionLocal()
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try:
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user, response = _require_partner(request, db, "accounting.tally.view")
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if response:
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return response
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clients, scope = _visible_clients(db, request, user)
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selected_client = next((row for row in clients if client_id and int(row.id) == int(client_id)), None)
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setting = _setting(db, _tenant_id(request, user))
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node = get_active_storage_node_for_branch(db, scope.tenant_id, scope.branch_id)
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return _render(
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request,
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db,
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user,
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title="Cash Payment Entry Allocation",
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clients=clients,
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selected_client=selected_client,
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storage_node=node,
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agent_online=_node_online(node),
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live_result=None,
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selected_tally_guid="",
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date_from="",
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date_to="",
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setting=setting,
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review=None,
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saved=False,
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command_error=error or "",
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allocation_plan=None,
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allocation_input={"total_amount": "", "party_name": "", "expense_ledger": "", "source_payments": ""},
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page_mode="allocation",
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)
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finally:
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db.close()
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@@ -348,6 +389,7 @@ async def cash_payment_allocation_plan(request: Request):
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"expense_ledger": expense_ledger,
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"source_payments": source_payments,
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},
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page_mode="allocation",
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)
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finally:
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db.close()
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