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Add versioned Client FY Accounting Mirrors

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A R R R Associates
2026-09-19 12:19:33 +05:30
parent f20b79ff70
commit f6776cc96a
11 changed files with 457 additions and 198 deletions
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app/modules/accounting/templates/accounting/tally.html
+6 -4
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@@ -292,7 +292,7 @@
<div class="mt-4 rounded-xl border border-amber-200 bg-amber-50 px-4 py-3 text-sm text-amber-900"><strong>Before export:</strong> open the mapped company in TallyPrime and set Tally's active period (Alt+F2) to cover the full period you want exported. The ODBC mirror reads Tally's active period; the ERP does not change Tally's period automatically.</div>
<div id="mirrorRegistryStatus" class="mt-3 rounded-xl border border-slate-200 bg-slate-50 px-4 py-3 text-sm text-slate-700">
{% if selected_mirror_registration %}
<strong>Mirror registered:</strong> FY {{ selected_mirror_registration.financial_year }}{% if selected_mirror_registration.company_name %} · {{ selected_mirror_registration.company_name }}{% endif %}{% if selected_mirror_registration.last_synced_at_utc %} · last synced {{ selected_mirror_registration.last_synced_at_utc.strftime('%d-%m-%Y %H:%M') }}{% endif %}. Creating this FY again will ask for replacement confirmation.
<strong>Mirror available:</strong> FY {{ selected_mirror_registration.financial_year }} · Version {{ selected_mirror_registration.version_no }}{% if selected_mirror_registration.company_name %} · {{ selected_mirror_registration.company_name }}{% endif %}{% if selected_mirror_registration.last_synced_at_utc %} · last synced {{ selected_mirror_registration.last_synced_at_utc.strftime('%d-%m-%Y %H:%M') }}{% endif %}. Creating this FY again creates a new version and keeps the earlier version.
{% else %}
<strong>No registered mirror for FY {{ selected_financial_year }}.</strong> Creating the mirror will register it to this client and financial year for Accounting/Audit tools.
{% endif %}
@@ -321,7 +321,7 @@
</label>
<label class="text-sm font-medium text-slate-700">From Date<input id="mirrorDateFrom" type="date" name="date_from" required value="{{ transaction_date_from }}" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" /></label>
<label class="text-sm font-medium text-slate-700">To Date<input id="mirrorDateTo" type="date" name="date_to" required value="{{ transaction_date_to }}" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm" /></label>
<button id="fullExportButton" type="submit" class="rounded-xl bg-emerald-700 px-4 py-2 text-sm font-semibold text-white hover:bg-emerald-800">Mirror Tally to SQLite</button>
<button id="fullExportButton" type="submit" class="rounded-xl bg-emerald-700 px-4 py-2 text-sm font-semibold text-white hover:bg-emerald-800">{% if selected_mirror_registration %}Create New Version{% else %}Mirror Tally to SQLite{% endif %}</button>
</form>
<div class="mt-3 flex flex-wrap items-center gap-3 text-sm">
<button type="button" id="mirrorPreviousFY" class="rounded-lg border border-slate-300 bg-white px-3 py-1.5 font-semibold text-slate-700">Use Previous FY</button>
@@ -630,8 +630,10 @@ document.addEventListener("DOMContentLoaded", function () {
if(!r.ok||!d.ok)return;
if(registryStatus){
registryStatus.innerHTML=d.exists
? '<strong>Mirror registered:</strong> FY '+fy.value+(d.company_name?' · '+d.company_name:'')+(d.last_synced_at?' · last synced '+new Date(d.last_synced_at).toLocaleString():'')+'. Creating this FY again will ask for replacement confirmation.'
? '<strong>Mirror available:</strong> FY '+fy.value+' · Version '+(d.version_no||1)+(d.company_name?' · '+d.company_name:'')+(d.last_synced_at?' · last synced '+new Date(d.last_synced_at).toLocaleString():'')+'. Creating it again will create a new version and retain the current version.'
: '<strong>No registered mirror for FY '+fy.value+'.</strong> Creating the mirror will register it to this client and financial year for Accounting/Audit tools.';
const exportButton=document.getElementById('fullExportButton');
if(exportButton) exportButton.textContent=d.exists?'Create New Version':'Mirror Tally to SQLite';
}
}catch(e){}
}
@@ -648,7 +650,7 @@ document.addEventListener("DOMContentLoaded", function () {
if(!r.ok||!d.ok){ mirrorForm.submit(); return; }
if(d.exists){
const label=(d.client_name||'this client')+' - FY '+fy.value;
const ok=window.confirm('An Accounting Mirror already exists for '+label+'.\n\nReplace the existing mirror?\n\nThe current mirror will remain active if the new export fails.');
const ok=window.confirm('An Accounting Mirror already exists for '+label+'.\n\nCreate a new mirror version?\n\nThe current version will be preserved and remains active if the new export fails.');
if(!ok)return;
if(replaceField)replaceField.value='1';
}