Tools · Accounting Intelligence
Self-improving Ledger Selection
Phase 6 ranks accounting natures and existing client Tally ledgers from confirmed learning, Phase 5 history, business context and conservative deterministic rules. It never posts to Tally.
{% if reviewed %}
Review saved. The confirmed choice has been added to this client's learning memory.
{% endif %}
{% if error %}
{{ error }}
{% endif %}
{% if selected_client %}
Business Model
{{ profile.business_model|replace('_',' ')|title if profile and profile.business_model else 'Not profiled' }}
Industry
{{ profile.primary_industry if profile and profile.primary_industry else '-' }}
Profile Status
{{ profile.profile_status|title if profile else 'Missing' }}
Learned Rules
{{ learning_summary|length }}
{% if suggestions %}
Ranked Suggestions
Confirm the proposed treatment or correct it. The final human choice becomes the learning label.
{% for item in suggestions %}
{{ item.nature.name }}
{{ item.confidence }}% confidence
{{ item.nature.code }} · {{ item.nature.capital_revenue|title }}
{% if item.suggested_ledger %}
Suggested Tally ledger:
{{ item.suggested_ledger }}
{% endif %}
Why
{% for reason in item.reasons %}
- • {{ reason }}
{% endfor %}
{% endfor %}
{% elif query.supplier_name or query.supplier_gstin or query.hsn_code or query.description %}
No usable suggestion was produced. Map historical ledgers in Phase 5 or manually select a review-required nature after adding more transaction context.
{% endif %}
Learning Memory
Client-specific rules learned from reviewed selections. A correction lowers confidence in the rejected treatment and strengthens the confirmed one.
Top {{ learning_summary|length }}
| Rule | Value | Nature | Ledger | Confirmed | Corrected | Confidence |
|---|
{% for item in learning_summary %}
| {{ item.rule.rule_type|replace('_',' ')|title }} |
{{ item.rule.display_value }} |
{{ item.nature.name }} |
{{ item.rule.ledger_name or '-' }} |
{{ item.rule.confirmation_count }} |
{{ item.rule.rejection_count }} |
{{ item.rule.confidence_percent }}% |
{% else %}
| No reviewed selections yet. |
{% endfor %}
Recent Review Feedback
| When | Supplier | Accepted | Suggested | Final Ledger |
|---|
{% for event in events %}
| {{ event.created_at_utc }} |
{{ event.supplier_name or event.supplier_gstin or '-' }} |
{{ 'Yes' if event.accepted_suggestion else 'Corrected' }} |
{{ event.suggested_ledger_name or '-' }} · {{ event.suggested_confidence }}% |
{{ event.final_ledger_name or '-' }} |
{% else %}
| No review feedback yet. |
{% endfor %}
{% endif %}
{% endblock %}