From 10b12a3dea26e69782f8c1e71e22ad2450f17a5e Mon Sep 17 00:00:00 2001 From: A R R R Associates Date: Sun, 23 Aug 2026 13:11:54 +0530 Subject: [PATCH] Clarify historical Sales learning screen --- .../templates/accounting/sales_learning.html | 26 ++++++++++++------- 1 file changed, 16 insertions(+), 10 deletions(-) diff --git a/app/modules/accounting/templates/accounting/sales_learning.html b/app/modules/accounting/templates/accounting/sales_learning.html index 6f50bbc..49ed67f 100644 --- a/app/modules/accounting/templates/accounting/sales_learning.html +++ b/app/modules/accounting/templates/accounting/sales_learning.html @@ -3,11 +3,16 @@
-

Sales & Income · Phase 15

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Customer & Sales Ledger Intelligence

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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 · Historical Learning

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Historical Sales Learning & Collection

+

Collect read-only historical Sales vouchers from Tally and convert them into customer-to-Sales-ledger evidence for this ERP client. This screen manages historical collection; Customer Intelligence and Sales Ledger Learning use the resulting evidence separately.

+
+
+ Sales & Income Register + Customer Intelligence + Historical Sales Learning + Sales Ledger Learning
- Sales & Income Register
{% if message %}
{{ message }}
{% endif %} @@ -40,21 +45,22 @@
Latest Historical Sales Run
-
{{ latest_run.status|replace('_',' ')|title }}
-
{{ latest_run.company_name or latest_run.tally_guid }}
+
{% if latest_run.status == 'completed' %}Completed · {{ latest_run.evidence_rows }} evidence row(s){% elif latest_run.status == 'failed' %}Failed{% else %}{{ latest_run.status|replace('_',' ')|title }}{% endif %}
+
{{ latest_run.company_name or latest_run.tally_guid }}{% if latest_run.date_from and latest_run.date_to %} · {{ latest_run.date_from }} → {{ latest_run.date_to }}{% endif %}
Run #{{ latest_run.id }}
-
+
{% endif %}
-

Collect Historical Sales Evidence from Tally

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Read-only. The selected workstation refreshes Sales vouchers from the currently open mapped Tally company for the chosen period, then stores neutral historical evidence. It does not create or alter Tally vouchers.

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Collect / Refresh Historical Sales Evidence from Tally

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Read-only. Select the workstation and currently open Tally company, choose the period, and refresh historical Sales voucher evidence. The Local Agent reads Tally and updates the client's accounting evidence store; it does not create, edit or post Tally vouchers.

{% if not workstations %}
No recent ERP Local Agent workstation with Tally connected is advertising a company for this branch. Update/start the Local Agent, open the mapped company in TallyPrime, and refresh this page.
{% endif %} @@ -84,7 +90,7 @@
-

Learned Customer Mappings

Reviewer confirmations take priority over historical evidence.

+

Customer Mappings Produced by Review

These are resulting customer mappings created by Sales & Income review. They are shown here only so you can see how historical evidence is being converted into reusable learning.

CustomerGSTINTally CustomerSales LedgerEvidenceConfidence