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Add bank statement analyzer with automatic work storage

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A R R R Associates
2026-07-13 10:12:19 +05:30
parent d391e9b443
commit bbc5afe1c0
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app/modules/bank_statement_analyzer/templates/bank_statement_analyzer/index.html
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{% extends "ui/templates/base/layout.html" %}
{% block content %}
<div class="mx-auto max-w-5xl space-y-6">
<div class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft">
<h1 class="text-2xl font-bold text-slate-900">Bank Statement Analyzer</h1>
<p class="mt-2 text-sm text-slate-600">Upload one or more supported PDF bank statements. The analyzer prepares a reconciled Excel workbook with transaction summaries and duplicate checks.</p>
</div>
{% if error %}<div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800"><strong>Analysis could not be completed.</strong><div class="mt-1">{{ error }}</div></div>{% endif %}
<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">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>
</div>
<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>
<div class="mt-5 rounded-xl bg-slate-50 p-4 text-sm text-slate-600"><div class="font-semibold text-slate-800">Supported parsers</div><div class="mt-1">Axis Bank, HDFC Bank, IDFC FIRST Bank, Indian Bank, IndusInd Bank, Kotak Mahindra Bank and State Bank of India.</div><div class="mt-2 text-xs">Successful jobs are deleted automatically after the Excel response is sent. Failed or abandoned jobs are cleaned after the configured retention period.</div></div>
<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">Analyze Statements</button></div>
</form>
</div>
{% endblock %}
app/modules/bank_statement_analyzer/templates/bank_statement_analyzer/result.html
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{% extends "ui/templates/base/layout.html" %}
{% block content %}
<div class="mx-auto max-w-5xl space-y-6">
<div class="rounded-2xl border border-emerald-200 bg-emerald-50 p-6 shadow-soft"><h1 class="text-2xl font-bold text-emerald-900">Analysis completed</h1><p class="mt-2 text-sm text-emerald-800">Review the summary below and download the Excel workbook. The uploaded PDFs and temporary workbook are removed automatically after the download response completes.</p></div>
<div class="grid gap-4 sm:grid-cols-2 lg:grid-cols-4">
{% for label, value in [('Statements', summary.statement_count), ('Rows extracted', summary.rows_extracted), ('Unique transactions', summary.unique_transactions), ('Exact duplicate rows', summary.exact_duplicate_rows), ('Possible duplicate rows', summary.possible_duplicate_rows)] %}
<div class="rounded-2xl border border-slate-200 bg-white p-5 shadow-soft"><div class="text-xs font-semibold uppercase tracking-wide text-slate-500">{{ label }}</div><div class="mt-2 text-2xl font-bold text-slate-900">{{ value }}</div></div>
{% endfor %}
</div>
<div class="rounded-2xl border border-slate-200 bg-white p-6 shadow-soft">
<dl class="grid gap-4 md:grid-cols-2"><div><dt class="text-xs font-semibold uppercase text-slate-500">Bank(s)</dt><dd class="mt-1 text-sm font-medium text-slate-900">{{ summary.banks|join(', ') }}</dd></div><div><dt class="text-xs font-semibold uppercase text-slate-500">Account holder</dt><dd class="mt-1 text-sm font-medium text-slate-900">{{ summary.customer_name or '-' }}</dd></div></dl>
<div class="mt-6 flex flex-wrap gap-3"><a href="/tools/bank-statement-analyzer/{{ summary.job_id }}/download" class="rounded-xl bg-brand-600 px-5 py-2.5 text-sm font-semibold text-white hover:bg-brand-700">Download Analysis Excel</a><form action="/tools/bank-statement-analyzer/{{ summary.job_id }}/delete" method="post"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="rounded-xl border border-slate-300 px-5 py-2.5 text-sm font-semibold text-slate-700 hover:bg-slate-50">Delete Without Download</button></form></div>
</div>
</div>
{% endblock %}