A R R R Associates
113 lines
7.7 KiB
HTML
113 lines
7.7 KiB
HTML
{% 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-3">
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<div>
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<p class="text-xs font-semibold uppercase tracking-[0.16em] text-emerald-700">Sales & Income · Phase 15</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Customer & Sales Ledger Intelligence</h1>
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<p class="mt-1 max-w-4xl text-sm text-slate-500">Learn how each client historically treats customers and Sales/Income ledgers. Purchase historical evidence remains in its existing store; this page keeps Sales evidence separate.</p>
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</div>
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<a href="/tools/accounting/sales-income{% 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">Sales & Income Register</a>
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</div>
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{% if message %}<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800">{{ message }}</div>{% endif %}
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{% if error %}<div class="rounded-xl border border-red-200 bg-red-50 p-3 text-sm text-red-800">{{ error }}</div>{% endif %}
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<form method="get" class="grid gap-4 md:grid-cols-[1fr_auto]">
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<label class="text-sm font-semibold">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">
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<option value="">Select client</option>
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{% for c in clients %}<option value="{{ c.id }}" {% if selected_client and selected_client.id==c.id %}selected{% endif %}>{{ c.client_name }}</option>{% endfor %}
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</select>
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</label>
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<div class="flex items-end"><button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Open Intelligence</button></div>
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</form>
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</section>
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{% if selected_client %}
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<section class="grid gap-4 sm:grid-cols-2 xl:grid-cols-4">
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{% for label,value in [('Customer mappings',summary.mapping_count),('Historical Sales pairs',summary.historical_rows),('Reviewed mappings',summary.review_confirmed),('High confidence',summary.high_confidence)] %}
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<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>
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{% endfor %}
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<h2 class="font-semibold">Collect Historical Sales Evidence from Tally</h2>
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<p class="mt-1 text-sm text-slate-500">Read-only. The selected workstation refreshes Sales vouchers from the currently open mapped Tally company for the chosen period, then stores neutral historical evidence. It does not create or alter Tally vouchers.</p>
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{% if not workstations %}
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<div class="mt-4 rounded-xl border border-amber-200 bg-amber-50 p-3 text-sm text-amber-800">No recent ERP Local Agent workstation with Tally connected is advertising a company for this branch. Update/start the Local Agent, open the mapped company in TallyPrime, and refresh this page.</div>
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{% endif %}
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<form method="post" action="/tools/accounting/sales-learning/collect" class="mt-4 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 md:col-span-3">Workstation / Currently Open Tally Company
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<select id="salesWsCompany" required class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
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<option value="">Select workstation and company</option>
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{% for ws in workstations %}
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{% for company in workstation_companies.get(ws.id, []) %}
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<option value="{{ ws.id }}|{{ company.get('guid','') }}">{{ ws.machine_name }} · {{ company.get('name','') }}</option>
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{% endfor %}
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{% endfor %}
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</select>
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</label>
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<input type="hidden" name="workstation_id" id="salesWorkstationId">
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<input type="hidden" name="tally_guid" id="salesTallyGuid">
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<label class="text-xs font-semibold">From
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<input type="date" name="date_from" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
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</label>
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<label class="text-xs font-semibold">To
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<input type="date" name="date_to" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
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</label>
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<button class="rounded-lg bg-slate-900 px-3 py-2 text-sm font-semibold text-white md:col-span-5">Collect Sales History</button>
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</form>
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</section>
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<section class="rounded-2xl bg-white shadow-soft">
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<div class="border-b border-slate-200 px-5 py-4"><h2 class="font-semibold">Learned Customer Mappings</h2><p class="text-sm text-slate-500">Reviewer confirmations take priority over historical evidence.</p></div>
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<div class="overflow-x-auto">
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<table class="min-w-full text-sm">
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<thead><tr class="border-b bg-slate-50 text-left text-xs uppercase text-slate-500"><th class="px-3 py-3">Customer</th><th class="px-3 py-3">GSTIN</th><th class="px-3 py-3">Tally Customer</th><th class="px-3 py-3">Sales Ledger</th><th class="px-3 py-3">Evidence</th><th class="px-3 py-3">Confidence</th></tr></thead>
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<tbody>
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{% for m in mappings %}
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<tr class="border-b border-slate-100"><td class="px-3 py-3 font-semibold">{{ m.customer_name }}</td><td class="px-3 py-3">{{ m.customer_gstin or '—' }}</td><td class="px-3 py-3">{{ m.tally_customer_ledger_name or '—' }}</td><td class="px-3 py-3">{{ m.sales_ledger_name or '—' }}</td><td class="px-3 py-3">{{ m.evidence_count }} · {{ m.source }}</td><td class="px-3 py-3">{{ m.confidence_percent }}%</td></tr>
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{% else %}<tr><td colspan="6" class="px-4 py-8 text-center text-slate-500">Mappings will appear as Sales & Income rows are reviewed.</td></tr>{% endfor %}
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</tbody>
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</table>
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</div>
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</section>
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<section class="rounded-2xl bg-white shadow-soft">
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<div class="border-b border-slate-200 px-5 py-4"><h2 class="font-semibold">Historical Tally Sales Evidence</h2></div>
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<div class="overflow-x-auto">
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<table class="min-w-full text-sm">
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<thead><tr class="border-b bg-slate-50 text-left text-xs uppercase text-slate-500"><th class="px-3 py-3">Customer ledger</th><th class="px-3 py-3">Counter / Sales ledger</th><th class="px-3 py-3">Voucher</th><th class="px-3 py-3">Count</th><th class="px-3 py-3">Amount</th><th class="px-3 py-3">Last used</th></tr></thead>
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<tbody>
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{% for e in evidence %}
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<tr class="border-b border-slate-100"><td class="px-3 py-3 font-semibold">{{ e.party_ledger_name }}</td><td class="px-3 py-3">{{ e.counter_ledger_name }}</td><td class="px-3 py-3">{{ e.voucher_type_name }}</td><td class="px-3 py-3">{{ e.voucher_count }}</td><td class="px-3 py-3">₹{{ '%.2f'|format(e.absolute_amount_total) }}</td><td class="px-3 py-3">{{ e.last_voucher_date or '—' }}</td></tr>
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{% else %}<tr><td colspan="6" class="px-4 py-8 text-center text-slate-500">No historical Sales evidence collected yet.</td></tr>{% endfor %}
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</tbody>
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</table>
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</div>
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</section>
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{% endif %}
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</div>
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<script>
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(function () {
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const combined = document.getElementById("salesWsCompany");
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const ws = document.getElementById("salesWorkstationId");
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const guid = document.getElementById("salesTallyGuid");
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if (!combined || !ws || !guid) return;
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function syncSelection() {
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const parts = (combined.value || "").split("|");
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ws.value = parts[0] || "";
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guid.value = parts[1] || "";
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}
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combined.addEventListener("change", syncSelection);
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const form = combined.closest("form");
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if (form) form.addEventListener("submit", syncSelection);
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syncSelection();
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})();
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</script>
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{% endblock %}
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