Add Phase 4 standard accounting classification taxonomy
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A R R R Associates
@@ -13,6 +13,7 @@
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<p class="mt-1 text-sm text-slate-500">Company mapping, master sync and transaction sync remain available. Phase 5 adds review-only accounting tools without Tally write-back.</p>
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/tools/accounting/taxonomy" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Accounting Taxonomy</a>
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{% if selected_client %}<a href="/tools/tally/depreciation?client_id={{ selected_client.id }}" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Depreciation (IT)</a>{% endif %}
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}&refresh=1{% else %}?refresh=1{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white shadow-soft hover:bg-brand-700">Refresh Tally Companies</a>
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</div>
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@@ -0,0 +1,90 @@
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Accounting Intelligence · Phase 4</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Accounting Classification Taxonomy</h1>
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<p class="mt-1 max-w-3xl text-sm text-slate-500">Canonical accounting natures used by future classification and ledger-learning features. These codes are independent from client-specific Tally ledger names and do not post anything to Tally.</p>
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</div>
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<a href="/tools/tally" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700 hover:bg-slate-50">Back to Tally Accounting</a>
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</div>
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{% if updated %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 px-4 py-3 text-sm font-medium text-emerald-800">Accounting nature status updated.</div>
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{% endif %}
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<section class="grid gap-4 sm:grid-cols-2 xl:grid-cols-4">
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Selectable Natures</div><div class="mt-2 text-2xl font-semibold text-slate-900">{{ counts.total }}</div></div>
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Active</div><div class="mt-2 text-2xl font-semibold text-emerald-700">{{ counts.active }}</div></div>
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Inactive</div><div class="mt-2 text-2xl font-semibold text-slate-700">{{ counts.inactive }}</div></div>
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<div class="rounded-2xl bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">Capital Natures</div><div class="mt-2 text-2xl font-semibold text-slate-900">{{ counts.capital }}</div></div>
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<form method="get" action="/tools/accounting/taxonomy" class="grid gap-4 md:grid-cols-3 md:items-end">
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<label class="text-sm font-medium text-slate-700">Status
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<select name="status" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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<option value="all" {% if selected_status == 'all' %}selected{% endif %}>All</option>
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<option value="active" {% if selected_status == 'active' %}selected{% endif %}>Active</option>
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<option value="inactive" {% if selected_status == 'inactive' %}selected{% endif %}>Inactive</option>
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</select>
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</label>
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<label class="text-sm font-medium text-slate-700">Classification Group
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<select name="group" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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<option value="">All groups</option>
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{% for value, label in [('purchase','Purchases'),('expense','Operating Expenses'),('repairs','Repairs & Maintenance'),('capital','Capital Assets'),('statutory','Taxes & Statutory'),('finance','Finance Costs'),('review','Review Required')] %}
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<option value="{{ value }}" {% if selected_group == value %}selected{% endif %}>{{ label }}</option>
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{% endfor %}
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</select>
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</label>
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<div class="flex gap-2"><button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Apply Filters</button><a href="/tools/accounting/taxonomy" class="rounded-xl border border-slate-300 bg-white px-4 py-2 text-sm font-semibold text-slate-700">Reset</a></div>
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</form>
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</section>
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<div class="space-y-4">
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{% for section in taxonomy_groups %}
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<section class="overflow-hidden rounded-2xl bg-white shadow-soft">
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{% if section.root %}
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<div class="border-b border-slate-100 bg-slate-50 px-5 py-4">
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<div class="flex flex-wrap items-center justify-between gap-2">
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<div><h2 class="font-semibold text-slate-900">{{ section.root.name }}</h2><p class="mt-1 text-xs text-slate-500">{{ section.root.code }} · {{ section.root.description or '' }}</p></div>
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<span class="rounded-full bg-white px-3 py-1 text-xs font-semibold text-slate-600">{{ section.root.classification_group|replace('_',' ')|title }}</span>
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</div>
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</div>
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{% endif %}
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<div class="overflow-x-auto">
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<table class="min-w-full divide-y divide-slate-200 text-sm">
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<thead class="bg-white"><tr><th class="px-5 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Accounting Nature</th><th class="px-5 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Stable Code</th><th class="px-5 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Treatment</th><th class="px-5 py-3 text-left text-xs font-semibold uppercase tracking-wide text-slate-500">Status</th><th class="px-5 py-3 text-right text-xs font-semibold uppercase tracking-wide text-slate-500">Control</th></tr></thead>
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<tbody class="divide-y divide-slate-100">
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{% for row in section.children %}
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<tr>
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<td class="px-5 py-4"><div class="font-medium text-slate-900">{{ row.name }}</div><div class="mt-1 max-w-xl text-xs text-slate-500">{{ row.description or '' }}</div></td>
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<td class="px-5 py-4"><code class="rounded bg-slate-100 px-2 py-1 text-xs text-slate-700">{{ row.code }}</code></td>
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<td class="px-5 py-4"><span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if row.capital_revenue == 'capital' %}bg-violet-50 text-violet-700{% elif row.capital_revenue == 'review' %}bg-amber-50 text-amber-700{% else %}bg-blue-50 text-blue-700{% endif %}">{{ row.capital_revenue|title }}</span></td>
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<td class="px-5 py-4"><span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if row.is_active %}bg-emerald-50 text-emerald-700{% else %}bg-slate-100 text-slate-600{% endif %}">{{ 'Active' if row.is_active else 'Inactive' }}</span></td>
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<td class="px-5 py-4 text-right">
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{% if 'accounting.taxonomy.manage' in current_user_permissions %}
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<form method="post" action="/tools/accounting/taxonomy/{{ row.id }}/active" class="inline">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="status" value="{{ selected_status }}" />
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<input type="hidden" name="group" value="{{ selected_group }}" />
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<input type="hidden" name="is_active" value="{{ 'false' if row.is_active else 'true' }}" />
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<button type="submit" class="rounded-lg border px-3 py-1.5 text-xs font-semibold {% if row.is_active %}border-slate-300 bg-white text-slate-700 hover:bg-slate-50{% else %}border-emerald-200 bg-emerald-50 text-emerald-700 hover:bg-emerald-100{% endif %}">{{ 'Deactivate' if row.is_active else 'Activate' }}</button>
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</form>
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{% else %}<span class="text-xs text-slate-400">View only</span>{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</section>
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{% else %}
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<div class="rounded-2xl bg-white p-8 text-center text-sm text-slate-500 shadow-soft">No accounting natures match the selected filters.</div>
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{% endfor %}
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</div>
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<div class="rounded-xl border border-blue-200 bg-blue-50 px-4 py-3 text-sm text-blue-800">Phase 4 is classification-only. Activating or deactivating a nature changes whether future intelligence workflows may select it; it does not create, rename, delete or post any Tally ledger or voucher.</div>
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</div>
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{% endblock %}
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