Add Phase 7 GSTR-2B purchase intelligence
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A R R R Associates
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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">Tools · Accounting Intelligence</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">GSTR-2B Purchase Intelligence</h1>
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<p class="mt-1 max-w-4xl text-sm text-slate-500">Import GSTR-2B purchase documents, classify them through the Phase 6 learning engine, and confirm the accounting nature and mapped Tally ledger. Phase 7 does not post vouchers to Tally.</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/ledger-learning{% 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 text-slate-700 hover:bg-slate-50">Ledger Learning</a>
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<a href="/tools/tally{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Back to Tally</a>
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</div>
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</div>
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{% if message %}
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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">{{ message }}</div>
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{% endif %}
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{% if error %}
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<div class="rounded-xl border border-red-200 bg-red-50 px-4 py-3 text-sm text-red-800">{{ error }}</div>
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{% endif %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<form method="get" action="/tools/accounting/gstr2b" class="grid gap-4 lg:grid-cols-5">
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<label class="text-sm font-medium text-slate-700 lg:col-span-2">
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ERP Client
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<select name="client_id" required 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="">Select client</option>
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{% for client in clients %}
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<option value="{{ client.id }}" {% if selected_client and selected_client.id == client.id %}selected{% endif %}>{{ client.client_name }}</option>
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{% endfor %}
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</select>
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</label>
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{% if selected_client %}
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<label class="text-sm font-medium text-slate-700 lg:col-span-2">
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Import Batch
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<select name="batch_id" 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="">Latest batch</option>
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{% for batch in batches %}
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<option value="{{ batch.id }}" {% if selected_batch and selected_batch.id == batch.id %}selected{% endif %}>#{{ batch.id }} · {{ batch.return_period or 'No period' }} · {{ batch.original_filename }}</option>
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{% endfor %}
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</select>
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</label>
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{% endif %}
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<div class="flex items-end">
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<button type="submit" class="w-full rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Load</button>
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</div>
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</form>
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</section>
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{% if selected_client %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="flex flex-wrap items-start justify-between gap-4">
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<div>
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<h2 class="font-semibold text-slate-900">Import GSTR-2B</h2>
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<p class="mt-1 text-sm text-slate-500">Supported: .xlsx, .xlsm and .csv. Summary sheets are ignored automatically; invoice sheets are detected by column headers.</p>
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</div>
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<span class="rounded-full bg-amber-50 px-3 py-1 text-xs font-semibold text-amber-700">Suggestion & review only · No Tally posting</span>
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</div>
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<form method="post" action="/tools/accounting/gstr2b/upload" enctype="multipart/form-data" class="mt-4 grid gap-4 lg:grid-cols-5">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<label class="text-sm font-medium text-slate-700">
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Return Period
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<input name="return_period" maxlength="20" class="mt-1 w-full rounded-xl border border-slate-300 px-3 py-2 text-sm" placeholder="e.g. 072026" />
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</label>
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<label class="text-sm font-medium text-slate-700 lg:col-span-2">
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Tally Company Context
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<select name="tally_guid" 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="">No specific Tally company</option>
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{% for guid, company in tally_companies %}
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<option value="{{ guid }}">{{ company or guid }} · {{ guid }}</option>
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{% endfor %}
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</select>
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</label>
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<label class="text-sm font-medium text-slate-700">
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GSTR-2B File
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<input type="file" name="upload" accept=".xlsx,.xlsm,.csv,.txt" required class="mt-1 block w-full text-sm text-slate-700" />
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</label>
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<div class="flex items-end">
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<button type="submit" class="w-full rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white hover:bg-slate-800">Import</button>
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</div>
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</form>
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</section>
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{% if selected_batch %}
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<section class="grid gap-4 md:grid-cols-2 xl:grid-cols-6">
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<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Batch</div><div class="mt-2 text-xl font-semibold">#{{ selected_batch.id }}</div></div>
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<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Rows Read</div><div class="mt-2 text-xl font-semibold">{{ selected_batch.rows_read }}</div></div>
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<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Imported</div><div class="mt-2 text-xl font-semibold text-emerald-700">{{ selected_batch.rows_imported }}</div></div>
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<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Duplicates</div><div class="mt-2 text-xl font-semibold text-amber-700">{{ selected_batch.rows_skipped_duplicate }}</div></div>
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<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Analyzed</div><div class="mt-2 text-xl font-semibold">{{ selected_batch.analyzed_rows }}</div></div>
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<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">Reviewed</div><div class="mt-2 text-xl font-semibold">{{ selected_batch.reviewed_rows }}</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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<div class="flex flex-wrap items-center justify-between gap-3">
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<div>
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<h2 class="font-semibold text-slate-900">{{ selected_batch.original_filename }}</h2>
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<p class="mt-1 text-sm text-slate-500">Return period {{ selected_batch.return_period or '-' }} · Status {{ selected_batch.status|replace('_',' ')|title }}</p>
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</div>
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<form method="post" action="/tools/accounting/gstr2b/batch/{{ selected_batch.id }}/analyze">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<button type="submit" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Analyze / Refresh Suggestions</button>
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</form>
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</div>
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</section>
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<section class="space-y-4">
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{% for row in purchases %}
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{% set suggested = nature_by_id.get(row.suggested_nature_id) if row.suggested_nature_id else None %}
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{% set final = nature_by_id.get(row.final_nature_id) if row.final_nature_id else None %}
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<article class="rounded-2xl bg-white p-5 shadow-soft">
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<div class="grid gap-4 xl:grid-cols-12">
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<div class="xl:col-span-4">
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<div class="flex flex-wrap items-center gap-2">
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<h3 class="font-semibold text-slate-900">{{ row.supplier_name or row.supplier_gstin or 'Supplier' }}</h3>
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<span class="rounded-full bg-slate-100 px-2 py-1 text-xs font-semibold text-slate-600">{{ row.document_type|replace('_',' ')|title }}</span>
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{% if row.review_status == 'reviewed' %}
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<span class="rounded-full bg-emerald-50 px-2 py-1 text-xs font-semibold text-emerald-700">Reviewed</span>
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{% elif row.review_status == 'suggested' %}
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<span class="rounded-full bg-blue-50 px-2 py-1 text-xs font-semibold text-blue-700">Suggested</span>
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{% else %}
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<span class="rounded-full bg-amber-50 px-2 py-1 text-xs font-semibold text-amber-700">Review required</span>
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{% endif %}
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</div>
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<div class="mt-2 space-y-1 text-sm text-slate-600">
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<div>GSTIN: <span class="font-medium text-slate-900">{{ row.supplier_gstin or '-' }}</span></div>
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<div>Invoice: <span class="font-medium text-slate-900">{{ row.invoice_number }}</span> · {{ row.invoice_date }}</div>
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<div>HSN: {{ row.hsn_code or '-' }} · POS: {{ row.place_of_supply or '-' }}</div>
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{% if row.description_text %}<div class="text-xs text-slate-500">{{ row.description_text }}</div>{% endif %}
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</div>
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</div>
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<div class="xl:col-span-3">
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<div class="grid grid-cols-2 gap-2 text-sm">
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<div class="rounded-xl bg-slate-50 p-2"><div class="text-xs text-slate-500">Taxable</div><div class="font-semibold">₹{{ '%.2f'|format(row.taxable_value) }}</div></div>
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<div class="rounded-xl bg-slate-50 p-2"><div class="text-xs text-slate-500">Invoice Value</div><div class="font-semibold">₹{{ '%.2f'|format(row.invoice_value) }}</div></div>
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<div class="rounded-xl bg-slate-50 p-2"><div class="text-xs text-slate-500">IGST</div><div class="font-semibold">₹{{ '%.2f'|format(row.igst) }}</div></div>
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<div class="rounded-xl bg-slate-50 p-2"><div class="text-xs text-slate-500">CGST + SGST</div><div class="font-semibold">₹{{ '%.2f'|format(row.cgst + row.sgst) }}</div></div>
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</div>
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</div>
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<div class="xl:col-span-5">
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{% if suggested %}
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<div class="rounded-xl border border-slate-200 bg-slate-50 p-3">
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<div class="flex flex-wrap items-center justify-between gap-2">
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<div>
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<div class="text-xs font-semibold uppercase text-slate-500">Suggested Nature</div>
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<div class="mt-1 font-semibold text-slate-900">{{ suggested.name }}</div>
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</div>
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<span class="rounded-full px-2.5 py-1 text-xs font-semibold {% if row.suggested_confidence >= 85 %}bg-emerald-100 text-emerald-700{% elif row.suggested_confidence >= 60 %}bg-blue-100 text-blue-700{% else %}bg-amber-100 text-amber-700{% endif %}">{{ row.suggested_confidence }}%</span>
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</div>
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{% if row.suggested_ledger_name %}<div class="mt-2 text-sm text-slate-700">Ledger: <span class="font-semibold">{{ row.suggested_ledger_name }}</span></div>{% endif %}
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{% if explanations.get(row.id) %}
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<ul class="mt-2 space-y-1 text-xs text-slate-600">
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{% for reason in explanations.get(row.id)[:4] %}<li>• {{ reason }}</li>{% endfor %}
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</ul>
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{% endif %}
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</div>
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{% endif %}
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{% if row.review_status != 'pending_analysis' %}
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<form method="post" action="/tools/accounting/gstr2b/purchase/{{ row.id }}/review" class="mt-3 grid gap-3 md:grid-cols-5">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}" />
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<input type="hidden" name="client_id" value="{{ selected_client.id }}" />
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<label class="text-xs font-semibold text-slate-600 md:col-span-2">
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Final Nature
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<select name="final_nature_id" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-2 py-2 text-sm">
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{% for nature in natures %}
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<option value="{{ nature.id }}" {% if (final and final.id == nature.id) or (not final and suggested and suggested.id == nature.id) %}selected{% endif %}>{{ nature.name }}</option>
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{% endfor %}
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</select>
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</label>
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<label class="text-xs font-semibold text-slate-600 md:col-span-2">
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Final Tally Ledger
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<select name="final_ledger_name" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-2 py-2 text-sm">
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<option value="">No ledger selected yet</option>
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{% for mapping in mappings %}
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<option value="{{ mapping.ledger_name }}" {% if row.final_ledger_name == mapping.ledger_name or (not row.final_ledger_name and row.suggested_ledger_name == mapping.ledger_name) %}selected{% endif %}>{{ mapping.ledger_name }}</option>
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{% endfor %}
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</select>
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</label>
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<div class="flex items-end">
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<button type="submit" class="w-full rounded-xl bg-slate-900 px-3 py-2 text-sm font-semibold text-white hover:bg-slate-800">{{ 'Update Review' if row.review_status == 'reviewed' else 'Confirm / Correct' }}</button>
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</div>
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</form>
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{% else %}
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<p class="mt-3 text-sm text-amber-700">Run Analyze / Refresh Suggestions before reviewing this invoice.</p>
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{% endif %}
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</div>
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</div>
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</article>
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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">This batch has no imported purchase documents.</div>
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{% endfor %}
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</section>
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{% endif %}
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{% endif %}
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</div>
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{% endblock %}
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@@ -16,6 +16,7 @@
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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/accounting/historical-learning?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">Historical Learning</a>{% endif %}
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{% if selected_client %}<a href="/tools/accounting/ledger-learning?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">Ledger Learning</a>{% endif %}
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{% if selected_client %}<a href="/tools/accounting/gstr2b?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">GSTR-2B Intelligence</a>{% endif %}
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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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