A R R R Associates
363 lines
24 KiB
HTML
363 lines
24 KiB
HTML
{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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{% if synced %}<div class="mb-4 rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">Tally accounting masters synchronized successfully.</div>{% endif %}
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{% if transactions_synced %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm text-emerald-800">Tally accounting transactions synchronized successfully.</div>
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{% endif %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Tools · Accounting</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Tally Accounting</h1>
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<p class="mt-1 text-sm text-slate-500">Company mapping, master sync and transaction sync remain available. Phase 5 adds review-only accounting tools without Tally write-back.</p>
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/tools/accounting/taxonomy" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Accounting Taxonomy</a>
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{% if selected_client %}<a href="/tools/accounting/historical-learning?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Historical Learning</a>{% endif %}
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{% if selected_client %}<a href="/tools/tally/depreciation?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Depreciation (IT)</a>{% endif %}
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% else %}?refresh=1{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Refresh Tally Companies</a>
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</div>
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</div>
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{% if initialized %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm font-medium text-emerald-800">Client accounting storage was initialized successfully.</div>
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{% endif %}
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{% if mapped %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm font-medium text-emerald-800">Tally company mapping was saved successfully.</div>
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{% endif %}
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{% if unmapped %}
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<div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-3 text-sm font-medium text-slate-700">Tally company mapping was removed.</div>
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{% endif %}
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{% if command_error %}
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<div class="rounded-xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-800">{{ command_error }}</div>
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{% endif %}
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{% set agent = live_result.agent if live_result else None %}
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{% set tally = live_result.tally if live_result else None %}
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{% set accounting = live_result.accounting if live_result else None %}
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-4">
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">ERP Local Agent</div>
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<div class="mt-2 text-lg font-semibold {% if agent_online %}text-emerald-700{% else %}text-red-700{% endif %}">{{ 'Connected' if agent_online else 'Offline' }}</div>
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<div class="mt-1 text-xs text-slate-500">{{ storage_node.node_name if storage_node else 'No active branch agent' }}</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Mapping Module</div>
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<div class="mt-2 text-lg font-semibold {% if agent and agent.tally_mapping_capability %}text-emerald-700{% else %}text-slate-700{% endif %}">
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{{ 'Available' if agent and agent.tally_mapping_capability else ('Update Agent' if agent_online else 'Unavailable') }}
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</div>
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<div class="mt-1 text-xs text-slate-500">Agent {{ agent.version if agent and agent.version else '-' }}</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">TallyPrime</div>
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<div class="mt-2 text-lg font-semibold {% if tally and tally.connected %}text-emerald-700{% elif tally %}text-red-700{% else %}text-slate-700{% endif %}">
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{{ 'Connected' if tally and tally.connected else ('Not connected' if tally else 'Not checked') }}
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</div>
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<div class="mt-1 text-xs text-slate-500">{{ tally.url if tally and tally.url else '127.0.0.1:9000' }}</div>
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</div>
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<div class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Loaded Companies</div>
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<div class="mt-2 text-2xl font-semibold text-slate-900">{{ tally.company_count if tally else '-' }}</div>
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<div class="mt-1 text-xs text-slate-500">GUID-based discovery</div>
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</div>
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<form method="get" action="/tools/tally" class="flex flex-wrap items-end gap-3">
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<label class="min-w-[280px] flex-1 text-sm font-medium text-slate-700">
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ERP Client
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<select name="client_id" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm focus:border-brand-500 focus:outline-none focus:ring-2 focus:ring-brand-100">
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<option value="">Select client</option>
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{% for client in clients %}
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<option value="{{ client.id }}" {% if selected_client and selected_client.id == client.id %}selected{% endif %}>{{ client.client_name }}</option>
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{% endfor %}
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</select>
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</label>
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<button type="submit" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Open Client</button>
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</form>
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<p class="mt-3 text-xs text-slate-500">Only clients assigned to the logged-in Partner in the active branch are shown.</p>
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</section>
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{% if selected_client %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<h2 class="font-semibold text-slate-900">Accounting Storage</h2>
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<p class="mt-1 text-sm text-slate-500">{{ selected_client.client_name }}</p>
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</div>
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<span class="rounded-full px-3 py-1 text-xs font-semibold {% if accounting and accounting.exists %}bg-emerald-50 text-emerald-700{% else %}bg-amber-50 text-amber-700{% endif %}">
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{{ 'Initialized' if accounting and accounting.exists else 'Not initialized' }}
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</span>
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</div>
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{% if accounting and accounting.exists %}
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<dl class="mt-4 grid gap-4 md:grid-cols-2">
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<div><dt class="text-xs font-semibold uppercase tracking-wide text-slate-500">.act Database</dt><dd class="mt-1 break-all text-sm font-medium text-slate-900">{{ accounting.db_path }}</dd></div>
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<div><dt class="text-xs font-semibold uppercase tracking-wide text-slate-500">Schema Version</dt><dd class="mt-1 text-sm font-medium text-slate-900">{{ accounting.metadata.schema_version or '2' }}</dd></div>
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</dl>
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{% else %}
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<form method="post" action="/tools/tally/initialize" class="mt-4">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<button type="submit" class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white hover:bg-slate-800">Create .act Accounting Storage</button>
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</form>
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{% endif %}
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</section>
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{% if accounting and accounting.exists and tally and tally.connected %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div>
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<h2 class="font-semibold text-slate-900">Map ERP Scope to Tally Company</h2>
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<p class="mt-1 text-sm text-slate-500">The Tally GUID is stored as the permanent identifier. Company name and GSTIN are retained as descriptive snapshots.</p>
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</div>
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<form method="post" action="/tools/tally/map-company" class="mt-5 grid gap-4 lg:grid-cols-2">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<label class="text-sm font-medium text-slate-700">
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ERP Scope
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<select name="registration_id" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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<option value="">Client level · {{ selected_client.client_name }}</option>
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{% for reg, reg_type in registrations %}
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<option value="{{ reg.id }}">
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{{ reg_type.name }} · {{ reg.registration_number }}
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{% if reg.trade_name %} · {{ reg.trade_name }}{% elif reg.legal_name %} · {{ reg.legal_name }}{% endif %}
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</option>
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{% endfor %}
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</select>
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<span class="mt-1 block text-xs font-normal text-slate-500">Choose a GSTIN/other registration when the Tally company belongs to that registration; otherwise use client level.</span>
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</label>
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<label class="text-sm font-medium text-slate-700">
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Currently Open in TallyPrime
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<select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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<option value="">Select Tally company</option>
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{% for company in tally.companies %}
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{% if company.guid %}
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<option value="{{ company.guid }}">{{ company.name }}{% if company.gstin %} · {{ company.gstin }}{% endif %}</option>
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{% endif %}
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{% endfor %}
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</select>
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<span class="mt-1 block text-xs font-normal text-slate-500">Companies without a GUID are intentionally not offered for permanent mapping.</span>
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</label>
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<label class="flex items-start gap-2 lg:col-span-2">
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<input type="checkbox" name="allow_gstin_mismatch" value="true" class="mt-1 rounded border-slate-300" />
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<span class="text-sm text-slate-700">
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Allow GSTIN mismatch after manual verification.
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<span class="block text-xs text-slate-500">For a GSTIN registration, Phase 3 blocks a mapping when both ERP and Tally contain different GSTINs unless this override is explicitly selected.</span>
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</span>
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</label>
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<div class="lg:col-span-2">
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<button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Save Tally Mapping</button>
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</div>
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</form>
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</section>
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{% endif %}
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{% if accounting and accounting.exists and tally and tally.connected %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<h2 class="font-semibold text-slate-900">Phase 3 · Accounting Master Sync</h2>
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<p class="mt-1 text-sm text-slate-500">Select the company that is currently open/loaded in TallyPrime. The Local Agent verifies that the selected company is already mapped to this ERP client before reading masters.</p>
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</div>
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<span class="rounded-full bg-blue-50 px-3 py-1 text-xs font-semibold text-blue-700">Read-only</span>
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</div>
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<form method="post" action="/tools/tally/sync-masters" class="mt-5 grid gap-4 lg:grid-cols-[1fr_auto] lg:items-end">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<label class="text-sm font-medium text-slate-700">
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Currently Open in TallyPrime
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<select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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<option value="">Select open Tally company</option>
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{% for company in tally.companies %}
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{% if company.guid %}
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<option value="{{ company.guid }}">{{ company.name }}{% if company.gstin %} · {{ company.gstin }}{% endif %}</option>
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{% endif %}
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{% endfor %}
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</select>
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<span class="mt-1 block text-xs font-normal text-slate-500">This dropdown is populated live from the companies currently loaded/open in the local TallyPrime instance.</span>
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</label>
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<button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Sync Accounting Masters</button>
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</form>
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<div class="mt-5 grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
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{% set last_sync = accounting.latest_master_sync if accounting else none %}
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Latest Sync</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.completed_at_utc if last_sync and last_sync.completed_at_utc else 'Not synced yet' }}</div></div>
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Company</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.company_name if last_sync else '-' }}</div></div>
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Rows Stored</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.rows_processed if last_sync else 0 }}</div></div>
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Status</div><div class="mt-1 text-sm font-medium text-slate-900">{{ last_sync.status|title if last_sync else '-' }}</div></div>
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</div>
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<div class="mt-4 rounded-xl bg-slate-50 px-4 py-3 text-xs text-slate-600">
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Synced into the selected client's .act database: Groups, Ledgers, Voucher Types, Stock Groups, Stock Categories, Stock Items, Units, Cost Categories and Cost Centres. No voucher or transaction data is imported in Phase 3.
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</div>
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</section>
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{% endif %}
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{% if accounting and accounting.exists and tally and tally.connected %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<h2 class="font-semibold text-slate-900">Phase 4 · Accounting Transaction Sync</h2>
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<p class="mt-1 text-sm text-slate-500">Read vouchers and their accounting allocations from the selected company currently open in TallyPrime. The selected company must already be mapped to this ERP client.</p>
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</div>
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<span class="rounded-full bg-blue-50 px-3 py-1 text-xs font-semibold text-blue-700">Read-only</span>
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</div>
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<form method="post" action="/tools/tally/sync-transactions" class="mt-5 grid gap-4 lg:grid-cols-4 lg:items-end">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<label class="text-sm font-medium text-slate-700">
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Currently Open in TallyPrime
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<select name="tally_guid" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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<option value="">Select open Tally company</option>
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{% for company in tally.companies %}
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{% if company.guid %}
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<option value="{{ company.guid }}">{{ company.name }}{% if company.gstin %} · {{ company.gstin }}{% endif %}</option>
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{% endif %}
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{% endfor %}
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</select>
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<span class="mt-1 block text-xs font-normal text-slate-500">Live list from companies currently loaded/open in this computer's TallyPrime.</span>
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</label>
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<label class="text-sm font-medium text-slate-700">From Date
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<input 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" />
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</label>
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<label class="text-sm font-medium text-slate-700">To Date
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<input 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" />
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</label>
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<button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Sync Transactions</button>
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</form>
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{% set tx = accounting.latest_transaction_sync if accounting else none %}
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<div class="mt-5 grid gap-3 sm:grid-cols-2 lg:grid-cols-4">
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Latest Sync</div><div class="mt-1 text-sm font-medium text-slate-900">{{ tx.completed_at_utc if tx and tx.completed_at_utc else 'Not synced yet' }}</div></div>
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Period</div><div class="mt-1 text-sm font-medium text-slate-900">{% if tx and tx.details %}{{ tx.details.date_from or '-' }} → {{ tx.details.date_to or '-' }}{% else %}-{% endif %}</div></div>
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Vouchers</div><div class="mt-1 text-sm font-medium text-slate-900">{% if tx and tx.details and tx.details.counts %}{{ tx.details.counts.vouchers or 0 }}{% else %}0{% endif %}</div></div>
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<div class="rounded-xl border border-slate-200 p-3"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Rows Stored</div><div class="mt-1 text-sm font-medium text-slate-900">{{ tx.rows_processed if tx else 0 }}</div></div>
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</div>
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<div class="mt-4 rounded-xl bg-slate-50 px-4 py-3 text-xs text-slate-600">
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Stored locally in the client's .act database: vouchers, ledger entries, inventory entries, bill allocations, cost-centre allocations and bank allocations. Raw voucher XML is preserved. Re-syncing a date range replaces only that company's vouchers in the selected range. No Tally data is modified.
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</div>
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</section>
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{% endif %}
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{% if accounting and accounting.exists %}
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<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
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<div class="border-b border-slate-100 px-5 py-4">
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<h2 class="font-semibold text-slate-900">Active Tally Mappings</h2>
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<p class="text-sm text-slate-500">Mappings remain valid across Tally company renames because the GUID is the persistent key.</p>
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</div>
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{% if accounting.mappings %}
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-slate-200 text-sm">
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<thead class="bg-slate-50">
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<tr>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">ERP Scope</th>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">Tally Company</th>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">GUID</th>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">ERP GSTIN</th>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">Tally GSTIN</th>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">GSTIN Match</th>
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<th class="px-4 py-3 text-left font-semibold text-slate-600">Loaded</th>
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<th class="px-4 py-3 text-right font-semibold text-slate-600">Action</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-slate-100">
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{% for mapping in accounting.mappings %}
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<tr>
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<td class="px-4 py-3">
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{% if mapping.registration_id %}
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<div class="font-medium text-slate-900">{{ mapping.registration_type_code or 'Registration' }} · {{ mapping.registration_number or mapping.registration_id }}</div>
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<div class="text-xs text-slate-500">{{ mapping.registration_trade_name or mapping.registration_legal_name or selected_client.client_name }}</div>
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{% else %}
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<div class="font-medium text-slate-900">Client level</div>
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<div class="text-xs text-slate-500">{{ selected_client.client_name }}</div>
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{% endif %}
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</td>
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<td class="px-4 py-3 font-medium text-slate-900">{{ mapping.company_name }}</td>
|
|
<td class="px-4 py-3 font-mono text-xs text-slate-600">{{ mapping.tally_guid }}</td>
|
|
<td class="px-4 py-3 text-slate-600">
|
|
{% if mapping.erp_gstins %}
|
|
{% for gstin in mapping.erp_gstins %}<div class="font-mono text-xs">{{ gstin }}</div>{% endfor %}
|
|
{% else %}-{% endif %}
|
|
</td>
|
|
<td class="px-4 py-3 font-mono text-xs text-slate-600">{{ mapping.tally_gstin_display or '-' }}</td>
|
|
<td class="px-4 py-3">
|
|
{% if mapping.gstin_match_status == 'matched' %}
|
|
<span class="rounded-full bg-emerald-50 px-2 py-1 text-xs font-semibold text-emerald-700">Matched</span>
|
|
{% elif mapping.gstin_match_status == 'mismatch' %}
|
|
<span class="rounded-full bg-red-50 px-2 py-1 text-xs font-semibold text-red-700">Mismatch</span>
|
|
{% elif mapping.gstin_match_status == 'tally_missing' %}
|
|
<span class="rounded-full bg-amber-50 px-2 py-1 text-xs font-semibold text-amber-700">Tally GSTIN unavailable</span>
|
|
{% elif mapping.gstin_match_status == 'erp_missing' %}
|
|
<span class="rounded-full bg-amber-50 px-2 py-1 text-xs font-semibold text-amber-700">ERP GSTIN unavailable</span>
|
|
{% else %}
|
|
<span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-600">Unavailable</span>
|
|
{% endif %}
|
|
</td>
|
|
<td class="px-4 py-3">
|
|
<span class="rounded-full px-2 py-1 text-xs font-semibold {% if mapping.currently_loaded %}bg-emerald-50 text-emerald-700{% else %}bg-slate-100 text-slate-600{% endif %}">
|
|
{{ 'Yes' if mapping.currently_loaded else 'No' }}
|
|
</span>
|
|
</td>
|
|
<td class="px-4 py-3 text-right">
|
|
<form method="post" action="/tools/tally/unmap-company" onsubmit="return confirm('Remove this Tally company mapping?');">
|
|
<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
|
|
<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
|
|
<input type="hidden" name="mapping_id" value="{{ mapping.id }}" />
|
|
<button type="submit" class="rounded-lg border border-red-200 bg-white px-3 py-1.5 text-xs font-semibold text-red-700 hover:bg-red-50">Unmap</button>
|
|
</form>
|
|
</td>
|
|
</tr>
|
|
{% endfor %}
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
{% else %}
|
|
<div class="p-6 text-sm text-slate-500">No Tally company has been mapped for this client yet.</div>
|
|
{% endif %}
|
|
</section>
|
|
{% endif %}
|
|
|
|
{% if tally %}
|
|
<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
|
|
<div class="border-b border-slate-100 px-5 py-4">
|
|
<h2 class="font-semibold text-slate-900">Loaded Tally Companies</h2>
|
|
<p class="text-sm text-slate-500">Read-only company discovery from the local TallyPrime instance.</p>
|
|
</div>
|
|
{% if tally.companies %}
|
|
<div class="overflow-x-auto">
|
|
<table class="min-w-full divide-y divide-slate-200 text-sm">
|
|
<thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left font-semibold text-slate-600">Company</th><th class="px-4 py-3 text-left font-semibold text-slate-600">GUID</th><th class="px-4 py-3 text-left font-semibold text-slate-600">Tally GSTIN</th></tr></thead>
|
|
<tbody class="divide-y divide-slate-100">
|
|
{% for company in tally.companies %}
|
|
<tr>
|
|
<td class="px-4 py-3 font-medium text-slate-900">{{ company.name }}</td>
|
|
<td class="px-4 py-3 font-mono text-xs text-slate-600">{{ company.guid or '-' }}</td>
|
|
<td class="px-4 py-3 text-slate-600">{{ company.gstin or '-' }}</td>
|
|
</tr>
|
|
{% endfor %}
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
{% else %}
|
|
<div class="p-6 text-sm text-slate-500">TallyPrime responded, but no loaded company was returned.</div>
|
|
{% endif %}
|
|
</section>
|
|
{% endif %}
|
|
{% endif %}
|
|
|
|
<div class="rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">
|
|
Phase 4 synchronizes accounting transactions read-only. Tally write-back remains disabled and is reserved for Phase 6.
|
|
</div>
|
|
</div>
|
|
{% endblock %}
|