{% extends "ui/templates/base/layout.html" %} {% block content %}

Tools · Accounting · Phase 5

Historical Tally Learning

Uses synced Tally purchase history as evidence. No voucher is created or altered in this phase.

{% if collected %}
Historical evidence job queued. This page will ingest the result after the selected workstation completes it.
{% endif %} {% if mapped %}
Ledger classification mapping saved.
{% endif %} {% if error %}
{{ error }}
{% endif %}
{% if selected_client %}

Collect Historical Purchase Evidence

Select the workstation that holds this client's synced .act data. The agent returns neutral ledger-history facts; classification stays on the ERP server.

Recent Learning Runs

{% for r in runs %}{% else %}{% endfor %}
CreatedCompanyStatusRowsError
{{ r.created_at_utc }}{{ r.company_name or r.tally_guid }}{{ r.status }}{{ r.evidence_rows }}{{ r.error_message or '' }}
No historical learning run yet.

Classify Historical Tally Ledgers

Map the client's actual Tally ledger names to the canonical Phase 4 accounting taxonomy. This mapping is client and Tally-company specific.

{% for row in classifiable_ledgers %}{% else %}{% endfor %}
LedgerParentHistorical vouchersAmount evidenceAccounting nature
{{ row.ledger_name }}{{ row.parent_group }}{{ row.voucher_count }}{{ '%.2f'|format(row.amount) }}
Collect historical evidence first.

Supplier / Party Historical Suggestions

Confidence is the share of mapped historical purchase vouchers for that party that resolve to the leading accounting nature.

{% for s in suggestions %}{% else %}{% endfor %}
PartySuggested natureConfidenceEvidenceLedgers
{{ s.party_ledger_name }}{{ s.nature.name }}{{ s.confidence }}%{{ s.voucher_count }} / {{ s.mapped_voucher_count }} mapped vouchers{{ s.ledgers|join(', ') }}
Map historical Tally ledgers to accounting natures to generate party suggestions.

Raw Historical Evidence

{% for e in evidence[:300] %}{% else %}{% endfor %}
PartyCounter ledgerGroupVouchersFirstLast
{{ e.party_ledger_name }}{{ e.counter_ledger_name }}{{ e.counter_parent_group }}{{ e.voucher_count }}{{ e.first_voucher_date or '' }}{{ e.last_voucher_date or '' }}
No evidence collected.
{% endif %}
{% endblock %}