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Make template parser primary and automate bank detection

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A R R R Associates
2026-08-04 12:49:58 +05:30
parent d40f68f51a
commit 565425c914
2 changed files with 44 additions and 58 deletions
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app/modules/bank_statement_analyzer/templates/bank_statement_analyzer/index.html
+8 -1
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@@ -13,7 +13,14 @@
<form action="/tools/bank-statement-analyzer/analyze" method="post" enctype="multipart/form-data" class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
<div class="grid gap-5 md:grid-cols-2">
<div><label class="mb-1 block text-sm font-semibold text-slate-700">Bank</label><select name="bank_selection" class="w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">{% for value, label in bank_options %}<option value="{{ value }}" {% if selected_bank == value %}selected{% endif %}>{{ label }}</option>{% endfor %}</select><p class="mt-1 text-xs text-slate-500">Keep Auto Detect or select a bank for direct parser validation.</p></div>
<div>
<input type="hidden" name="bank_selection" value="auto">
<label class="mb-1 block text-sm font-semibold text-slate-700">Bank detection</label>
<div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-3">
<div class="text-sm font-semibold text-slate-800">Automatic layout detection</div>
<p class="mt-1 text-xs text-slate-500">The validated template engine runs first. Existing bank-specific parsers are used automatically when the layout template cannot be reconciled.</p>
</div>
</div>
<div><label class="mb-1 block text-sm font-semibold text-slate-700">Financial year <span class="font-normal text-slate-400">(optional)</span></label><input name="financial_year" value="{{ financial_year or '' }}" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Example: 2025-26"></div>
<div><label class="mb-1 block text-sm font-semibold text-slate-700">Account holder override <span class="font-normal text-slate-400">(optional)</span></label><input name="customer_name" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Use only when statement extraction needs correction"></div>
<div><label class="mb-1 block text-sm font-semibold text-slate-700">Account number override <span class="font-normal text-slate-400">(optional)</span></label><input name="account_number" class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="Use only when statement extraction needs correction"></div>