Rakseeibra/arrr-erp
0
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Add Phase 12 server AI semantic accounting layer

Browse Source
This commit is contained in:
A R R R Associates
2026-08-22 21:36:27 +05:30
parent 016299cf0c
commit ef2b0e1f83
14 changed files with 1023 additions and 5 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/modules/accounting/templates/accounting/ai_dashboard.html
+61
View File
@@ -0,0 +1,61 @@
{% extends "ui/templates/base/layout.html" %}
{% block content %}
<div class="space-y-6">
<div class="flex flex-wrap items-start justify-between gap-3">
<div>
<p class="text-xs font-semibold uppercase tracking-[0.16em] text-brand-600">Accounting Intelligence · Phase 12</p>
<h1 class="mt-1 text-2xl font-semibold text-slate-900">Server AI Semantic Layer</h1>
<p class="mt-1 max-w-4xl text-sm text-slate-500">AI is a fallback only. Confirmed mappings, historical evidence and deterministic rules remain primary. AI can select only an existing Accounting Nature; it cannot create ledgers or post to Tally.</p>
</div>
<a href="/tools/tally{% 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">Back to Tally</a>
</div>
<section class="rounded-2xl bg-white p-5 shadow-soft">
<div class="grid gap-4 md:grid-cols-4">
<div><div class="text-xs uppercase text-slate-500">Provider</div><div class="mt-1 font-semibold">{{ provider_status.provider or 'Not configured' }}</div></div>
<div><div class="text-xs uppercase text-slate-500">Model</div><div class="mt-1 font-semibold">{{ provider_status.model or '—' }}</div></div>
<div><div class="text-xs uppercase text-slate-500">AI Gate</div><div class="mt-1 font-semibold">&lt; {{ provider_status.gate }}% deterministic confidence</div></div>
<div><div class="text-xs uppercase text-slate-500">Status</div><div class="mt-1 font-semibold {% if provider_status.configured %}text-emerald-700{% else %}text-amber-700{% endif %}">{{ 'Configured' if provider_status.configured else 'Disabled until server key/model are configured' }}</div></div>
</div>
<p class="mt-3 text-xs text-slate-500">Server environment: ACCOUNTING_AI_PROVIDER, ACCOUNTING_AI_MODEL, OPENAI_API_KEY. API keys are never displayed in the ERP UI or sent to Local Agents.</p>
</section>
<form method="get" class="rounded-2xl bg-white p-5 shadow-soft">
<label class="text-sm font-semibold">Client
<select name="client_id" class="mt-1 w-full max-w-xl rounded-xl border border-slate-300 bg-white px-3 py-2">
<option value="">All visible clients</option>
{% for c in clients %}<option value="{{ c.id }}" {% if selected_client and selected_client.id == c.id %}selected{% endif %}>{{ c.client_name }}</option>{% endfor %}
</select>
</label>
<button class="mt-3 rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Apply</button>
</form>
<section class="grid gap-4 sm:grid-cols-2 xl:grid-cols-6">
{% for label,value in [('AI Calls',summary.total),('Completed',summary.completed),('Reviewed',summary.reviewed),('Accepted',summary.accepted),('Corrected',summary.corrected),('Acceptance %',summary.acceptance_rate)] %}
<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs font-semibold uppercase text-slate-500">{{ label }}</div><div class="mt-2 text-2xl font-semibold">{{ value }}</div></div>
{% endfor %}
</section>
<section class="rounded-2xl bg-white shadow-soft">
<div class="border-b border-slate-200 px-5 py-4"><h2 class="font-semibold">Recent AI decisions</h2><p class="text-sm text-slate-500">Input tokens {{ summary.input_tokens }} · Output tokens {{ summary.output_tokens }}</p></div>
<div class="overflow-x-auto">
<table class="min-w-full text-sm">
<thead><tr class="border-b bg-slate-50 text-left text-xs uppercase text-slate-500"><th class="px-3 py-3">When</th><th class="px-3 py-3">Source</th><th class="px-3 py-3">Model</th><th class="px-3 py-3">AI</th><th class="px-3 py-3">Confidence</th><th class="px-3 py-3">Review</th><th class="px-3 py-3">Reason</th></tr></thead>
<tbody>
{% for d in decisions %}
<tr class="border-b border-slate-100 align-top">
<td class="px-3 py-3 whitespace-nowrap">{{ d.created_at_utc }}</td>
<td class="px-3 py-3">{{ d.source_type }} #{{ d.source_record_id }}</td>
<td class="px-3 py-3">{{ d.model_name }}</td>
<td class="px-3 py-3">{{ d.ai_nature_code or '—' }}</td>
<td class="px-3 py-3">{{ d.ai_confidence }}% AI · {{ d.combined_confidence }}% combined</td>
<td class="px-3 py-3">{% if d.suggestion_accepted is sameas true %}<span class="text-emerald-700">Accepted</span>{% elif d.suggestion_accepted is sameas false %}<span class="text-amber-700">Corrected</span>{% elif d.status=='failed' %}<span class="text-red-700">Failed</span>{% else %}Pending{% endif %}</td>
<td class="px-3 py-3 max-w-xl">{{ d.concise_reason or d.error_message or '—' }}</td>
</tr>
{% else %}<tr><td colspan="7" class="px-4 py-10 text-center text-slate-500">No AI decisions yet.</td></tr>{% endfor %}
</tbody>
</table>
</div>
</section>
</div>
{% endblock %}
app/modules/accounting/templates/accounting/bank_posting.html
+6
View File
@@ -29,6 +29,12 @@
<div class="xl:col-span-3"><div class="text-xs uppercase text-slate-500">Suggestion</div><div class="mt-1 font-semibold">{{ tx.suggested_voucher_type }}</div><div class="text-sm">{{ tx.auto_party or '—' }}</div><div class="text-sm">{{ tx.suggested_ledger_name or tx.analyzer_ledger or 'Review ledger' }}</div><div class="text-xs text-slate-500">Confidence {{ tx.suggested_confidence }}%</div></div>
<div class="xl:col-span-6">
{% if tx.review_status != 'reviewed' %}
{% if not tx.contra_pair_id and tx.suggested_confidence < 90 %}
<form method="post" action="/tools/accounting/bank-posting/{{ tx.id }}/ai-assist" class="mb-2">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input type="hidden" name="client_id" value="{{ selected_client.id }}">
<button class="w-full rounded-lg border border-indigo-300 bg-indigo-50 px-3 py-2 text-sm font-semibold text-indigo-800">AI Semantic Assist</button>
</form>
{% endif %}
<form method="post" action="/tools/accounting/bank-posting/{{ tx.id }}/review" class="grid gap-2 md:grid-cols-2">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input type="hidden" name="client_id" value="{{ selected_client.id }}">
<label class="text-xs font-semibold">Voucher Type<select name="voucher_type" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">{% for v in ['Payment','Receipt','Contra'] %}<option {% if tx.suggested_voucher_type==v %}selected{% endif %}>{{ v }}</option>{% endfor %}</select></label>
app/modules/accounting/templates/accounting/purchase_review.html
+8 -1
View File
@@ -34,7 +34,14 @@
<td class="px-3 py-4 text-right whitespace-nowrap"><div class="font-semibold">₹{{ '%.2f'|format(row.taxable_value) }}</div><div class="text-xs text-slate-500">Invoice ₹{{ '%.2f'|format(row.invoice_value) }}</div></td>
<td class="px-3 py-4 min-w-[250px]">{% if suggested %}<div class="flex gap-2"><span class="font-semibold">{{ suggested.name }}</span><span class="rounded-full px-2 py-1 text-xs font-semibold {% if row.suggested_confidence>=85 %}bg-emerald-50 text-emerald-700{% elif row.suggested_confidence>=60 %}bg-blue-50 text-blue-700{% else %}bg-amber-50 text-amber-700{% endif %}">{{ row.suggested_confidence }}%</span></div><div class="text-sm text-slate-600">{{ row.suggested_ledger_name or 'No mapped Tally ledger' }}</div>{% if explanations.get(row.id) %}<details class="mt-2"><summary class="cursor-pointer text-xs font-semibold text-brand-600">Why?</summary><ul class="mt-1 text-xs text-slate-500">{% for x in explanations.get(row.id)[:5] %}<li>• {{ x }}</li>{% endfor %}</ul></details>{% endif %}{% else %}<span class="rounded-full bg-amber-50 px-2 py-1 text-xs font-semibold text-amber-700">Review required</span>{% endif %}</td>
<td class="px-3 py-4 min-w-[220px]">{% if row.review_status=='reviewed' %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3"><div class="text-xs font-semibold uppercase text-emerald-700">Reviewed</div><div class="font-semibold">{{ final.name if final else '-' }}</div><div class="text-sm text-slate-600">{{ row.final_ledger_name or 'No ledger' }}</div></div>{% else %}<span class="text-xs text-slate-500">Awaiting review</span>{% endif %}</td>
<td class="px-3 py-4 min-w-[330px]"><form method="post" action="/tools/accounting/purchase-review/purchase/{{ row.id }}/review" class="space-y-2"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input type="hidden" name="client_id" value="{{ selected_client.id }}">{% for k in ['tally_guid','status','confidence','source','supplier','return_period','page','per_page'] %}<input type="hidden" name="{{ k }}" value="{{ filters[k] }}">{% endfor %}<select name="final_nature_id" required class="w-full rounded-lg border border-slate-300 bg-white px-2 py-2 text-sm">{% for nature in natures %}<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>{% endfor %}</select><select name="final_ledger_name" class="w-full rounded-lg border border-slate-300 bg-white px-2 py-2 text-sm"><option value="">No mapped ledger yet</option>{% for nature_id, maps in mappings_by_nature.items() %}{% for m in maps %}<option value="{{ m.ledger_name }}" {% if row.final_ledger_name==m.ledger_name or (not row.final_ledger_name and row.suggested_ledger_name==m.ledger_name) %}selected{% endif %}>{{ m.ledger_name }}</option>{% endfor %}{% endfor %}</select><button class="w-full rounded-lg bg-brand-600 px-3 py-2 text-sm font-semibold text-white">{{ 'Update Review' if row.review_status=='reviewed' else 'Confirm / Correct' }}</button></form></td></tr>
<td class="px-3 py-4 min-w-[330px]">
{% if row.review_status!='reviewed' and row.suggested_confidence < 90 %}
<form method="post" action="/tools/accounting/purchase-review/purchase/{{ row.id }}/ai-assist" class="mb-2">
<input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input type="hidden" name="client_id" value="{{ selected_client.id }}">{% for k in ['tally_guid','status','confidence','source','supplier','return_period','page','per_page'] %}<input type="hidden" name="{{ k }}" value="{{ filters[k] }}">{% endfor %}
<button class="w-full rounded-lg border border-indigo-300 bg-indigo-50 px-3 py-2 text-sm font-semibold text-indigo-800">AI Semantic Assist</button>
</form>
{% endif %}
<form method="post" action="/tools/accounting/purchase-review/purchase/{{ row.id }}/review" class="space-y-2"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><input type="hidden" name="client_id" value="{{ selected_client.id }}">{% for k in ['tally_guid','status','confidence','source','supplier','return_period','page','per_page'] %}<input type="hidden" name="{{ k }}" value="{{ filters[k] }}">{% endfor %}<select name="final_nature_id" required class="w-full rounded-lg border border-slate-300 bg-white px-2 py-2 text-sm">{% for nature in natures %}<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>{% endfor %}</select><select name="final_ledger_name" class="w-full rounded-lg border border-slate-300 bg-white px-2 py-2 text-sm"><option value="">No mapped ledger yet</option>{% for nature_id, maps in mappings_by_nature.items() %}{% for m in maps %}<option value="{{ m.ledger_name }}" {% if row.final_ledger_name==m.ledger_name or (not row.final_ledger_name and row.suggested_ledger_name==m.ledger_name) %}selected{% endif %}>{{ m.ledger_name }}</option>{% endfor %}{% endfor %}</select><button class="w-full rounded-lg bg-brand-600 px-3 py-2 text-sm font-semibold text-white">{{ 'Update Review' if row.review_status=='reviewed' else 'Confirm / Correct' }}</button></form></td></tr>
{% else %}<tr><td colspan="7" class="px-4 py-10 text-center text-slate-500">No purchases match the selected filters.</td></tr>{% endfor %}</tbody></table></div>
{% if result.pages>1 %}<div class="flex items-center justify-between border-t border-slate-200 px-5 py-4"><span class="text-sm text-slate-500">Page {{ result.page }} of {{ result.pages }}</span><div class="flex gap-2">{% if prev_url %}<a href="{{ prev_url }}" class="rounded-lg border border-slate-300 px-3 py-2 text-sm font-semibold">Previous</a>{% endif %}{% if next_url %}<a href="{{ next_url }}" class="rounded-lg border border-slate-300 px-3 py-2 text-sm font-semibold">Next</a>{% endif %}</div></div>{% endif %}</section>
</form>
app/modules/accounting/templates/accounting/tally.html
+1
View File
@@ -21,6 +21,7 @@
{% if selected_client %}<a href="/tools/accounting/purchase-review?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">Purchase Review</a>{% endif %}
{% if selected_client %}<a href="/tools/accounting/purchase-posting?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">Post to Tally</a>{% endif %}
{% if selected_client %}<a href="/tools/accounting/bank-posting?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">Bank → Tally</a>{% endif %}
<a href="/tools/accounting/ai{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-indigo-300 bg-indigo-50 px-4 py-2 text-sm font-semibold text-indigo-800 hover:bg-indigo-100">Accounting AI</a>
{% 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 %}
<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>
</div>