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Add Phase 15 customer and sales ledger intelligence

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A R R R Associates
2026-08-22 22:43:44 +05:30
parent efc12e20d3
commit 230fe7ffc5
12 changed files with 879 additions and 6 deletions
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app/modules/accounting/templates/accounting/sales_income.html
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<div>
<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Accounting · Sales & Income · Phase 14</p>
<h1 class="mt-1 text-2xl font-semibold text-slate-900">Sales & Income Foundation</h1>
<p class="mt-1 max-w-4xl text-sm text-slate-500">Normalized outward transaction register for GSTR-1/exported sales data, customer/GSTIN identity, income-nature classification and reviewer-confirmed sales ledger mapping. Phase 14 is review-only; Tally sales posting is not enabled yet.</p>
<p class="mt-1 max-w-4xl text-sm text-slate-500">Normalized outward transaction register with customer/GSTIN identity, historical customer/ledger learning, income-nature ranking and reviewer-confirmed sales ledger mapping. Phase 14 is review-only; Tally sales posting is not enabled yet.</p>
</div>
<div class="flex flex-wrap gap-2">
<a href="/tools/accounting/sales-learning{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-emerald-300 bg-emerald-50 px-4 py-2 text-sm font-semibold text-emerald-800">Customer Intelligence</a>
<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold">Back to Accounting</a>
</div>
<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold">Back to Accounting</a>
</div>
{% if message %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800">{{ message }}</div>{% endif %}
app/modules/accounting/templates/accounting/sales_learning.html
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{% extends "ui/templates/base/layout.html" %}
{% block content %}
<div class="space-y-6">
<div class="flex flex-wrap items-start justify-between gap-3">
<div>
<p class="text-xs font-semibold uppercase tracking-[0.16em] text-emerald-700">Sales & Income · Phase 15</p>
<h1 class="mt-1 text-2xl font-semibold text-slate-900">Customer & Sales Ledger Intelligence</h1>
<p class="mt-1 max-w-4xl text-sm text-slate-500">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.</p>
</div>
<a href="/tools/accounting/sales-income{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold">Sales & Income Register</a>
</div>
{% if message %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800">{{ message }}</div>{% endif %}
{% if error %}<div class="rounded-xl border border-red-200 bg-red-50 p-3 text-sm text-red-800">{{ error }}</div>{% endif %}
<section class="rounded-2xl bg-white p-5 shadow-soft">
<form method="get" class="grid gap-4 md:grid-cols-[1fr_auto]">
<label class="text-sm font-semibold">ERP Client
<select name="client_id" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2">
<option value="">Select client</option>
{% for c in clients %}<option value="{{ c.id }}" {% if selected_client and selected_client.id==c.id %}selected{% endif %}>{{ c.client_name }}</option>{% endfor %}
</select>
</label>
<div class="flex items-end"><button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Open Intelligence</button></div>
</form>
</section>
{% if selected_client %}
<section class="grid gap-4 sm:grid-cols-2 xl:grid-cols-4">
{% 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)] %}
<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">{{ label }}</div><div class="mt-2 text-2xl font-semibold">{{ value }}</div></div>
{% endfor %}
</section>
<section class="rounded-2xl bg-white p-5 shadow-soft">
<h2 class="font-semibold">Collect Historical Sales Evidence from Tally</h2>
<p class="mt-1 text-sm text-slate-500">Read-only. Uses the existing durable Local Agent job queue and only Sales voucher history. It does not create or alter Tally vouchers.</p>
<form method="post" action="/tools/accounting/sales-learning/collect" class="mt-4 grid gap-3 md:grid-cols-5">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<input type="hidden" name="client_id" value="{{ selected_client.id }}">
<label class="text-xs font-semibold md:col-span-2">Mapped Tally Company
<select name="tally_guid" required class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
<option value="">Select company</option>
{% for guid,name in tally_guids %}<option value="{{ guid }}">{{ name }}</option>{% endfor %}
</select>
</label>
<label class="text-xs font-semibold">Workstation
<select name="workstation_id" required class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
<option value="">Select</option>
{% for ws in workstations %}<option value="{{ ws.id }}">{{ ws.machine_name }}</option>{% endfor %}
</select>
</label>
<label class="text-xs font-semibold">From
<input type="date" name="date_from" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
</label>
<label class="text-xs font-semibold">To
<input type="date" name="date_to" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
</label>
<button class="rounded-lg bg-slate-900 px-3 py-2 text-sm font-semibold text-white md:col-span-5">Collect Sales History</button>
</form>
</section>
<section class="rounded-2xl bg-white shadow-soft">
<div class="border-b border-slate-200 px-5 py-4"><h2 class="font-semibold">Learned Customer Mappings</h2><p class="text-sm text-slate-500">Reviewer confirmations take priority over historical evidence.</p></div>
<div class="overflow-x-auto">
<table class="min-w-full text-sm">
<thead><tr class="border-b bg-slate-50 text-left text-xs uppercase text-slate-500"><th class="px-3 py-3">Customer</th><th class="px-3 py-3">GSTIN</th><th class="px-3 py-3">Tally Customer</th><th class="px-3 py-3">Sales Ledger</th><th class="px-3 py-3">Evidence</th><th class="px-3 py-3">Confidence</th></tr></thead>
<tbody>
{% for m in mappings %}
<tr class="border-b border-slate-100"><td class="px-3 py-3 font-semibold">{{ m.customer_name }}</td><td class="px-3 py-3">{{ m.customer_gstin or '—' }}</td><td class="px-3 py-3">{{ m.tally_customer_ledger_name or '—' }}</td><td class="px-3 py-3">{{ m.sales_ledger_name or '—' }}</td><td class="px-3 py-3">{{ m.evidence_count }} · {{ m.source }}</td><td class="px-3 py-3">{{ m.confidence_percent }}%</td></tr>
{% else %}<tr><td colspan="6" class="px-4 py-8 text-center text-slate-500">Mappings will appear as Sales & Income rows are reviewed.</td></tr>{% endfor %}
</tbody>
</table>
</div>
</section>
<section class="rounded-2xl bg-white shadow-soft">
<div class="border-b border-slate-200 px-5 py-4"><h2 class="font-semibold">Historical Tally Sales Evidence</h2></div>
<div class="overflow-x-auto">
<table class="min-w-full text-sm">
<thead><tr class="border-b bg-slate-50 text-left text-xs uppercase text-slate-500"><th class="px-3 py-3">Customer ledger</th><th class="px-3 py-3">Counter / Sales ledger</th><th class="px-3 py-3">Voucher</th><th class="px-3 py-3">Count</th><th class="px-3 py-3">Amount</th><th class="px-3 py-3">Last used</th></tr></thead>
<tbody>
{% for e in evidence %}
<tr class="border-b border-slate-100"><td class="px-3 py-3 font-semibold">{{ e.party_ledger_name }}</td><td class="px-3 py-3">{{ e.counter_ledger_name }}</td><td class="px-3 py-3">{{ e.voucher_type_name }}</td><td class="px-3 py-3">{{ e.voucher_count }}</td><td class="px-3 py-3">₹{{ '%.2f'|format(e.absolute_amount_total) }}</td><td class="px-3 py-3">{{ e.last_voucher_date or '—' }}</td></tr>
{% else %}<tr><td colspan="6" class="px-4 py-8 text-center text-slate-500">No historical Sales evidence collected yet.</td></tr>{% endfor %}
</tbody>
</table>
</div>
</section>
{% endif %}
</div>
{% endblock %}
app/modules/accounting/templates/accounting/tally.html
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</div>
<div class="flex flex-wrap gap-2">
{% if selected_client %}<a href="/tools/accounting/sales-income?client_id={{ selected_client.id }}" class="rounded-xl bg-emerald-700 px-3 py-2 text-sm font-semibold text-white">Sales & Income Foundation</a>{% else %}<a href="/tools/accounting/sales-income" class="rounded-xl bg-emerald-700 px-3 py-2 text-sm font-semibold text-white">Sales & Income Foundation</a>{% endif %}
{% if selected_client %}<a href="/tools/accounting/sales-learning?client_id={{ selected_client.id }}" class="rounded-xl border border-emerald-300 bg-white px-3 py-2 text-sm font-semibold text-emerald-800">Customer & Sales Ledger Intelligence</a>{% else %}<a href="/tools/accounting/sales-learning" class="rounded-xl border border-emerald-300 bg-white px-3 py-2 text-sm font-semibold text-emerald-800">Customer & Sales Ledger Intelligence</a>{% endif %}
</div>
</div>