Retain original bank statements for 24 hours
This commit is contained in:
A R R R Associates
@@ -13,21 +13,14 @@
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<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">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<div class="grid gap-5 md:grid-cols-2">
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<div>
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<input type="hidden" name="bank_selection" value="auto">
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<label class="mb-1 block text-sm font-semibold text-slate-700">Bank detection</label>
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<div class="rounded-xl border border-slate-200 bg-slate-50 px-4 py-3">
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<div class="text-sm font-semibold text-slate-800">Automatic layout detection</div>
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<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>
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</div>
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</div>
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<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>
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<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>
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<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>
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<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>
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</div>
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<div class="mt-5 rounded-xl border border-slate-200 bg-slate-50 p-4"><label class="flex items-start gap-3"><input type="checkbox" name="enable_classification" value="1" {% if classification_enabled %}checked{% endif %} class="mt-1 h-4 w-4 rounded border-slate-300"><span><span class="block text-sm font-semibold text-slate-800">Enable narration-based transaction classification</span><span class="mt-1 block text-xs text-slate-500">Adds category, party, review and draft financial helper sheets. Final classification must be verified with books and supporting records.</span></span></label></div>
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<div class="mt-5"><label class="mb-1 block text-sm font-semibold text-slate-700">PDF bank statements</label><input type="file" name="statements" accept="application/pdf,.pdf" multiple required class="block w-full rounded-xl border border-slate-300 bg-white px-3 py-3 text-sm"></div>
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<div class="mt-5 rounded-xl bg-slate-50 p-4 text-sm text-slate-600"><div class="font-semibold text-slate-800">Queue limits</div><div class="mt-1">Maximum three processing jobs across all users. Each user may have up to three queued or processing jobs. Completed workbooks remain available for 24 hours.</div></div>
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<div class="mt-5 rounded-xl bg-slate-50 p-4 text-sm text-slate-600"><div class="font-semibold text-slate-800">Queue limits</div><div class="mt-1">Maximum three processing jobs across all users. Each user may have up to three queued or processing jobs. Completed workbooks and original uploaded statements remain available for 24 hours. Failed-job statements are also retained for 24 hours for debugging.</div></div>
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<div class="mt-6 flex flex-wrap gap-3"><button class="rounded-xl bg-brand-600 px-5 py-2.5 text-sm font-semibold text-white hover:bg-brand-700">Submit Analysis</button></div>
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</form>
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@@ -37,8 +30,8 @@
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<div class="mt-5 grid gap-4 sm:grid-cols-2 lg:grid-cols-4"><div class="rounded-xl bg-slate-50 p-4"><div class="text-xs text-slate-500">Files</div><div class="mt-1 text-lg font-bold">{{ active_job.file_count }}</div></div><div class="rounded-xl bg-slate-50 p-4"><div class="text-xs text-slate-500">Queue position</div><div id="queue-position" class="mt-1 text-lg font-bold">{{ active_job.queue_position or '—' }}</div></div><div class="rounded-xl bg-slate-50 p-4"><div class="text-xs text-slate-500">Estimated wait</div><div id="estimated-wait" class="mt-1 text-sm font-bold">{{ active_job.estimated_wait or '—' }}</div></div><div class="rounded-xl bg-slate-50 p-4"><div class="text-xs text-slate-500">Progress</div><div id="progress-text" class="mt-1 text-lg font-bold">{{ active_job.progress_percent }}%</div></div></div>
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<div class="mt-4 h-2 overflow-hidden rounded-full bg-slate-200"><div id="progress-bar" class="h-full bg-brand-600 transition-all" style="width: {{ active_job.progress_percent }}%"></div></div>
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{% if active_job.status == 'completed' %}
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<div class="mt-6 rounded-xl border border-emerald-200 bg-emerald-50 p-5"><h3 class="font-bold text-emerald-900">Analysis completed</h3><div class="mt-4 grid gap-3 sm:grid-cols-2 lg:grid-cols-4"><div><div class="text-xs text-emerald-700">Statements</div><div class="font-bold">{{ active_job.summary.statement_count or 0 }}</div></div><div><div class="text-xs text-emerald-700">Transactions extracted</div><div class="font-bold">{{ active_job.summary.rows_extracted or 0 }}</div></div><div><div class="text-xs text-emerald-700">Exact duplicates</div><div class="font-bold">{{ active_job.summary.exact_duplicate_rows or 0 }}</div></div><div><div class="text-xs text-emerald-700">Review items</div><div class="font-bold">{{ active_job.summary.review_items or 0 }}</div></div></div><div class="mt-5 flex flex-wrap gap-3"><a href="/tools/bank-statement-analyzer/jobs/{{ active_job.id }}/download" class="rounded-xl bg-emerald-700 px-5 py-2.5 text-sm font-semibold text-white">Download Excel</a><a href="/tools/bank-statement-analyzer" class="rounded-xl border border-emerald-300 bg-white px-5 py-2.5 text-sm font-semibold text-emerald-800">Analyze Another Bank</a></div><p class="mt-3 text-xs text-emerald-700">The workbook remains available until {{ active_job.expires_at or '24 hours after completion' }}.</p></div>
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{% elif active_job.status == 'failed' %}<div class="mt-5 rounded-xl border border-red-200 bg-red-50 p-4 text-sm text-red-800"><strong>Analysis failed.</strong><div class="mt-1">{{ active_job.error_message }}</div><a href="/tools/bank-statement-analyzer" class="mt-3 inline-block font-semibold underline">Analyze another statement</a></div>
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<div class="mt-6 rounded-xl border border-emerald-200 bg-emerald-50 p-5"><h3 class="font-bold text-emerald-900">Analysis completed</h3><div class="mt-4 grid gap-3 sm:grid-cols-2 lg:grid-cols-4"><div><div class="text-xs text-emerald-700">Statements</div><div class="font-bold">{{ active_job.summary.statement_count or 0 }}</div></div><div><div class="text-xs text-emerald-700">Transactions extracted</div><div class="font-bold">{{ active_job.summary.rows_extracted or 0 }}</div></div><div><div class="text-xs text-emerald-700">Exact duplicates</div><div class="font-bold">{{ active_job.summary.exact_duplicate_rows or 0 }}</div></div><div><div class="text-xs text-emerald-700">Review items</div><div class="font-bold">{{ active_job.summary.review_items or 0 }}</div></div></div><div class="mt-5 flex flex-wrap gap-3"><a href="/tools/bank-statement-analyzer/jobs/{{ active_job.id }}/download" class="rounded-xl bg-emerald-700 px-5 py-2.5 text-sm font-semibold text-white">Download Excel</a>{% for file in active_job.original_files %}<a href="/tools/bank-statement-analyzer/jobs/{{ active_job.id }}/statements/{{ file.index }}/download" class="rounded-xl border border-emerald-300 bg-white px-5 py-2.5 text-sm font-semibold text-emerald-800">Download Statement {{ file.index }}</a>{% endfor %}<a href="/tools/bank-statement-analyzer" class="rounded-xl border border-emerald-300 bg-white px-5 py-2.5 text-sm font-semibold text-emerald-800">Analyze Another Bank</a></div><p class="mt-3 text-xs text-emerald-700">The workbook and original statement{{ 's' if active_job.file_count != 1 else '' }} remain available until {{ active_job.expires_at or '24 hours after completion' }}.</p></div>
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{% elif active_job.status == 'failed' %}<div class="mt-5 rounded-xl border border-red-200 bg-red-50 p-4 text-sm text-red-800"><strong>Analysis failed.</strong><div class="mt-1">{{ active_job.error_message }}</div>{% if active_job.original_files %}<div class="mt-4 flex flex-wrap gap-3">{% for file in active_job.original_files %}<a href="/tools/bank-statement-analyzer/jobs/{{ active_job.id }}/statements/{{ file.index }}/download" class="rounded-xl border border-red-300 bg-white px-4 py-2 text-sm font-semibold text-red-800">Download Statement {{ file.index }}</a>{% endfor %}</div><p class="mt-3 text-xs text-red-700">Original statement{{ 's are' if active_job.file_count != 1 else ' is' }} retained until {{ active_job.expires_at or '24 hours after failure' }} for debugging.</p>{% endif %}<a href="/tools/bank-statement-analyzer" class="mt-3 inline-block font-semibold underline">Analyze another statement</a></div>
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{% else %}<div id="live-message" class="mt-5 rounded-xl border border-blue-200 bg-blue-50 p-4 text-sm text-blue-800">{% if active_job.status == 'queued' %}Your job is queued. You may safely leave this page and return through My Analysis Jobs.{% else %}Your statements are being processed.{% endif %}</div>{% endif %}
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</section>
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{% endif %}
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@@ -1,4 +1,4 @@
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="mx-auto max-w-6xl space-y-6"><div class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft"><div class="flex flex-wrap items-center justify-between gap-3"><div><h1 class="text-2xl font-bold text-slate-900">My Analysis Jobs</h1><p class="mt-2 text-sm text-slate-600">Queued, processing, completed and failed bank-statement analyses.</p></div><a href="/tools/bank-statement-analyzer" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">New Analysis</a></div></div><div class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft"><div class="overflow-x-auto"><table class="min-w-full text-sm"><thead><tr class="border-b text-left text-slate-500"><th class="py-2 pr-4">Submitted</th><th class="py-2 pr-4">Bank</th><th class="py-2 pr-4">Files</th><th class="py-2 pr-4">Status</th><th class="py-2 pr-4">Estimate / Expiry</th><th class="py-2">Action</th></tr></thead><tbody>{% for item in jobs %}<tr class="border-b border-slate-100"><td class="py-3 pr-4">{{ item.submitted_at }}</td><td class="py-3 pr-4">{{ item.selected_bank|replace('_',' ')|title }}</td><td class="py-3 pr-4">{{ item.file_count }}</td><td class="py-3 pr-4"><span class="font-semibold">{{ item.status|title }}</span>{% if item.queue_position %}<div class="text-xs text-slate-500">Queue position {{ item.queue_position }}</div>{% endif %}</td><td class="py-3 pr-4">{% if item.status in ['queued','processing'] %}{{ item.estimated_wait }}{% elif item.status == 'completed' %}Available for 24 hours{% else %}{{ item.error_message[:80] }}{% endif %}</td><td class="py-3"><div class="flex flex-wrap gap-3"><a class="font-semibold text-brand-700" href="/tools/bank-statement-analyzer?job={{ item.id }}#analysis-status">View</a>{% if item.download_ready %}<a class="font-semibold text-emerald-700" href="/tools/bank-statement-analyzer/jobs/{{ item.id }}/download">Download</a>{% endif %}{% if item.status != 'processing' %}<form method="post" action="/tools/bank-statement-analyzer/jobs/{{ item.id }}/delete" onsubmit="return confirm('Delete this analysis job and its files?')"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="font-semibold text-red-600">Delete</button></form>{% endif %}</div></td></tr>{% else %}<tr><td colspan="6" class="py-10 text-center text-slate-500">No analysis jobs yet.</td></tr>{% endfor %}</tbody></table></div></div></div>
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<div class="mx-auto max-w-6xl space-y-6"><div class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft"><div class="flex flex-wrap items-center justify-between gap-3"><div><h1 class="text-2xl font-bold text-slate-900">My Analysis Jobs</h1><p class="mt-2 text-sm text-slate-600">Queued, processing, completed and failed bank-statement analyses.</p></div><a href="/tools/bank-statement-analyzer" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">New Analysis</a></div></div><div class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft"><div class="overflow-x-auto"><table class="min-w-full text-sm"><thead><tr class="border-b text-left text-slate-500"><th class="py-2 pr-4">Submitted</th><th class="py-2 pr-4">Bank</th><th class="py-2 pr-4">Files</th><th class="py-2 pr-4">Status</th><th class="py-2 pr-4">Estimate / Expiry</th><th class="py-2">Action</th></tr></thead><tbody>{% for item in jobs %}<tr class="border-b border-slate-100"><td class="py-3 pr-4">{{ item.submitted_at }}</td><td class="py-3 pr-4">{{ item.selected_bank|replace('_',' ')|title }}</td><td class="py-3 pr-4">{{ item.file_count }}</td><td class="py-3 pr-4"><span class="font-semibold">{{ item.status|title }}</span>{% if item.queue_position %}<div class="text-xs text-slate-500">Queue position {{ item.queue_position }}</div>{% endif %}</td><td class="py-3 pr-4">{% if item.status in ['queued','processing'] %}{{ item.estimated_wait }}{% elif item.status == 'completed' %}Workbook and statements available until {{ item.expires_at or '24 hours' }}{% elif item.status == 'failed' %}Statements retained until {{ item.expires_at or '24 hours' }}{% else %}{{ item.error_message[:80] }}{% endif %}</td><td class="py-3"><div class="flex flex-wrap gap-3"><a class="font-semibold text-brand-700" href="/tools/bank-statement-analyzer?job={{ item.id }}#analysis-status">View</a>{% if item.download_ready %}<a class="font-semibold text-emerald-700" href="/tools/bank-statement-analyzer/jobs/{{ item.id }}/download">Download Excel</a>{% endif %}{% for file in item.original_files %}<a class="font-semibold text-sky-700" href="/tools/bank-statement-analyzer/jobs/{{ item.id }}/statements/{{ file.index }}/download">Statement {{ file.index }}</a>{% endfor %}{% if item.status != 'processing' %}<form method="post" action="/tools/bank-statement-analyzer/jobs/{{ item.id }}/delete" onsubmit="return confirm('Delete this analysis job and its files?')"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="font-semibold text-red-600">Delete</button></form>{% endif %}</div></td></tr>{% else %}<tr><td colspan="6" class="py-10 text-center text-slate-500">No analysis jobs yet.</td></tr>{% endfor %}</tbody></table></div></div></div>
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{% endblock %}
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