Expand Phase 15 Sales and Income accounting menus

app/modules/accounting/sales_menu_ui.py

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+from __future__ import annotations
+
+from fastapi import APIRouter, Request
+from sqlalchemy import select
+
+from app.core.db.common import CommonSessionLocal
+from app.core.security.csrf import get_or_create_csrf_token
+from app.core.templating import templates
+from app.modules.accounting.sales_learning_models import AccountingSalesHistoricalRun
+from app.modules.accounting.sales_learning_service import historical_sales_rows, ingest_completed_sales_run, learning_summary, sales_mappings
+from app.modules.accounting.ui import _require_partner, _visible_clients
+from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
+
+router = APIRouter(prefix="/tools/accounting", tags=["accounting-sales-menu-ui"])
+
+
+def _context(db, request, user, title, client_id):
+    clients, scope = _visible_clients(db, request, user)
+    selected = next((c for c in clients if client_id and int(c.id) == int(client_id)), None)
+    return selected, scope, {
+        "request": request,
+        "current_user": user,
+        "current_user_roles": get_user_roles(db, user.id),
+        "current_user_permissions": get_user_permissions(db, user.id),
+        "csrf_token": get_or_create_csrf_token(request),
+        "title": title,
+        "clients": clients,
+        "selected_client": selected,
+    }
+
+
+def _sync_runs(db, tenant_id, client_id):
+    runs = list(db.execute(select(AccountingSalesHistoricalRun).where(
+        AccountingSalesHistoricalRun.tenant_id == int(tenant_id),
+        AccountingSalesHistoricalRun.client_id == int(client_id),
+    ).order_by(AccountingSalesHistoricalRun.id.desc()).limit(20)).scalars().all())
+    for run in runs:
+        if run.status not in {"completed", "failed"}:
+            ingest_completed_sales_run(db, run)
+    return runs
+
+
+@router.get("/customer-intelligence")
+def customer_intelligence(request: Request, client_id: int | None = None):
+    db = CommonSessionLocal()
+    try:
+        user, denied = _require_partner(request, db, "accounting.learning.view")
+        if denied: return denied
+        selected, scope, ctx = _context(db, request, user, "Customer Intelligence", client_id)
+        mappings = []
+        summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
+        if selected:
+            mappings = sales_mappings(db, tenant_id=scope.tenant_id, client_id=selected.id)
+            summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
+        ctx.update(mappings=mappings, summary=summary)
+        return templates.TemplateResponse("modules/accounting/templates/accounting/customer_intelligence.html", ctx)
+    finally:
+        db.close()
+
+
+@router.get("/historical-sales-learning")
+def historical_sales_learning(request: Request, client_id: int | None = None):
+    db = CommonSessionLocal()
+    try:
+        user, denied = _require_partner(request, db, "accounting.learning.view")
+        if denied: return denied
+        selected, scope, ctx = _context(db, request, user, "Historical Sales Learning", client_id)
+        evidence, runs = [], []
+        summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
+        if selected:
+            runs = _sync_runs(db, scope.tenant_id, selected.id)
+            evidence = historical_sales_rows(db, tenant_id=scope.tenant_id, client_id=selected.id)[:500]
+            summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
+        ctx.update(evidence=evidence, runs=runs, summary=summary)
+        return templates.TemplateResponse("modules/accounting/templates/accounting/historical_sales_learning.html", ctx)
+    finally:
+        db.close()
+
+
+@router.get("/sales-ledger-learning")
+def sales_ledger_learning(request: Request, client_id: int | None = None):
+    db = CommonSessionLocal()
+    try:
+        user, denied = _require_partner(request, db, "accounting.learning.view")
+        if denied: return denied
+        selected, scope, ctx = _context(db, request, user, "Sales Ledger Learning", client_id)
+        mappings, evidence = [], []
+        summary = {"mapping_count": 0, "historical_rows": 0, "review_confirmed": 0, "high_confidence": 0}
+        if selected:
+            _sync_runs(db, scope.tenant_id, selected.id)
+            mappings = sales_mappings(db, tenant_id=scope.tenant_id, client_id=selected.id)
+            evidence = historical_sales_rows(db, tenant_id=scope.tenant_id, client_id=selected.id)[:500]
+            summary = learning_summary(db, tenant_id=scope.tenant_id, client_id=selected.id)
+        hist = {}
+        for e in evidence:
+            hist.setdefault(str(e.party_ledger_name or '').strip().casefold(), []).append(e)
+        rows = []
+        for m in mappings:
+            key = str(m.tally_customer_ledger_name or m.customer_name or '').strip().casefold()
+            h = hist.get(key, [])
+            rows.append({"mapping": m, "history": h[0] if h else None, "history_count": len(h)})
+        ctx.update(learning_rows=rows, summary=summary)
+        return templates.TemplateResponse("modules/accounting/templates/accounting/sales_ledger_learning.html", ctx)
+    finally:
+        db.close()