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

Sales & Income · Phase 15

Customer & Sales Ledger Intelligence

Learn how each client historically treats customers and Sales/Income ledgers. Purchase historical evidence remains in its existing store; this page keeps Sales evidence separate.

Sales & Income Register
{% if message %}
{{ message }}
{% endif %} {% if error %}
{{ error }}
{% endif %}
{% if selected_client %}
{% for label,value in [('Customer mappings',summary.mapping_count),('Historical Sales pairs',summary.historical_rows),('Reviewed mappings',summary.review_confirmed),('High confidence',summary.high_confidence)] %}
{{ label }}
{{ value }}
{% endfor %}

Collect Historical Sales Evidence from Tally

Read-only. Uses the existing durable Local Agent job queue and only Sales voucher history. It does not create or alter Tally vouchers.

Learned Customer Mappings

Reviewer confirmations take priority over historical evidence.

{% for m in mappings %} {% else %}{% endfor %}
CustomerGSTINTally CustomerSales LedgerEvidenceConfidence
{{ m.customer_name }}{{ m.customer_gstin or '—' }}{{ m.tally_customer_ledger_name or '—' }}{{ m.sales_ledger_name or '—' }}{{ m.evidence_count }} · {{ m.source }}{{ m.confidence_percent }}%
Mappings will appear as Sales & Income rows are reviewed.

Historical Tally Sales Evidence

{% for e in evidence %} {% else %}{% endfor %}
Customer ledgerCounter / Sales ledgerVoucherCountAmountLast used
{{ e.party_ledger_name }}{{ e.counter_ledger_name }}{{ e.voucher_type_name }}{{ e.voucher_count }}₹{{ '%.2f'|format(e.absolute_amount_total) }}{{ e.last_voucher_date or '—' }}
No historical Sales evidence collected yet.
{% endif %}
{% endblock %}