Add Phase 6 self improving ledger selection engine

2026-08-22 13:30:38 +05:30
parent ba0d638dfb
commit 7e1b9c24ef
7 changed files with 1096 additions and 0 deletions
@@ -0,0 +1,177 @@
+from __future__ import annotations
+
+from urllib.parse import urlencode
+
+from fastapi import APIRouter, Form, Request
+from fastapi.responses import RedirectResponse
+
+from app.core.db.common import CommonSessionLocal
+from app.core.security.csrf import get_or_create_csrf_token, validate_csrf
+from app.core.templating import templates
+from app.modules.accounting.historical_learning_service import active_natures, ledger_mappings
+from app.modules.accounting.ledger_learning_service import (
+    available_tally_guids,
+    learning_summary,
+    rank_suggestions,
+    recent_events,
+    record_review,
+)
+from app.modules.accounting.ui import _find_visible_client, _require_partner, _visible_clients
+from app.modules.clients.business_profile_service import get_profile
+from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
+
+router = APIRouter(prefix="/tools/accounting/ledger-learning", tags=["accounting-ledger-learning-ui"])
+
+
+def _float_or_none(value):
+    try:
+        return float(value) if str(value or "").strip() else None
+    except Exception:
+        return None
+
+
+@router.get("")
+def ledger_learning(
+    request: Request,
+    client_id: int | None = None,
+    tally_guid: str = "",
+    supplier_name: str = "",
+    supplier_gstin: str = "",
+    hsn_code: str = "",
+    description: str = "",
+    amount: str = "",
+    reviewed: int = 0,
+    error: str = "",
+):
+    db = CommonSessionLocal()
+    try:
+        user, response = _require_partner(request, db, "accounting.learning.view")
+        if response:
+            return response
+
+        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)
+        suggestions = []
+        mappings = []
+        tally_companies = []
+        profile = None
+        summary = []
+        events = []
+
+        if selected:
+            profile = get_profile(db, selected.id)
+            mappings = ledger_mappings(db, scope.tenant_id, selected.id, tally_guid)
+            tally_companies = available_tally_guids(db, scope.tenant_id, selected.id)
+            summary = learning_summary(db, scope.tenant_id, selected.id)
+            events = recent_events(db, scope.tenant_id, selected.id, 20)
+            if any([supplier_name.strip(), supplier_gstin.strip(), hsn_code.strip(), description.strip()]):
+                suggestions = rank_suggestions(
+                    db,
+                    tenant_id=scope.tenant_id,
+                    client_id=selected.id,
+                    tally_guid=tally_guid.strip(),
+                    supplier_name=supplier_name,
+                    supplier_gstin=supplier_gstin,
+                    hsn_code=hsn_code,
+                    description=description,
+                    amount=_float_or_none(amount),
+                )
+
+        return templates.TemplateResponse("modules/accounting/templates/accounting/ledger_learning.html", {
+            "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": "Self-improving Ledger Selection",
+            "clients": clients,
+            "selected_client": selected,
+            "profile": profile,
+            "tally_companies": tally_companies,
+            "mappings": mappings,
+            "natures": active_natures(db, scope.tenant_id),
+            "suggestions": suggestions,
+            "learning_summary": summary,
+            "events": events,
+            "query": {
+                "tally_guid": tally_guid,
+                "supplier_name": supplier_name,
+                "supplier_gstin": supplier_gstin,
+                "hsn_code": hsn_code,
+                "description": description,
+                "amount": amount,
+            },
+            "reviewed": bool(reviewed),
+            "error": error,
+        })
+    finally:
+        db.close()
+
+
+@router.post("/review")
+def review(
+    request: Request,
+    client_id: int = Form(...),
+    tally_guid: str = Form(""),
+    supplier_name: str = Form(""),
+    supplier_gstin: str = Form(""),
+    hsn_code: str = Form(""),
+    description: str = Form(""),
+    amount: str = Form(""),
+    suggested_nature_id: str = Form(""),
+    suggested_ledger_name: str = Form(""),
+    suggested_confidence: int = Form(0),
+    final_nature_id: int = Form(...),
+    final_ledger_name: str = Form(""),
+    explanation: str = Form(""),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user, response = _require_partner(request, db, "accounting.learning.manage")
+        if response:
+            return response
+        client, _, scope = _find_visible_client(db, request, user, client_id)
+        if not client:
+            from app.core.http_responses import ui_access_denied
+            return ui_access_denied()
+
+        suggested_id = int(suggested_nature_id) if str(suggested_nature_id or "").isdigit() else None
+        explanations = [x.strip() for x in str(explanation or "").split("||") if x.strip()]
+        record_review(
+            db,
+            tenant_id=scope.tenant_id,
+            client_id=client.id,
+            tally_guid=tally_guid.strip(),
+            supplier_name=supplier_name,
+            supplier_gstin=supplier_gstin,
+            hsn_code=hsn_code,
+            description=description,
+            amount=_float_or_none(amount),
+            suggested_nature_id=suggested_id,
+            suggested_ledger_name=suggested_ledger_name,
+            suggested_confidence=suggested_confidence,
+            final_nature_id=final_nature_id,
+            final_ledger_name=final_ledger_name,
+            user_id=user.id,
+            explanation=explanations,
+        )
+
+        params = {
+            "client_id": client_id,
+            "tally_guid": tally_guid,
+            "supplier_name": supplier_name,
+            "supplier_gstin": supplier_gstin,
+            "hsn_code": hsn_code,
+            "description": description,
+            "amount": amount,
+            "reviewed": 1,
+        }
+        return RedirectResponse(url="/tools/accounting/ledger-learning?" + urlencode(params), status_code=303)
+    except Exception as exc:
+        db.rollback()
+        params = {"client_id": client_id, "error": str(exc)[:120]}
+        return RedirectResponse(url="/tools/accounting/ledger-learning?" + urlencode(params), status_code=303)
+    finally:
+        db.close()