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arrr-erp/app/modules/accounting/templates/accounting/customer_intelligence.html
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2026-08-23 00:10:26 +05:30

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{% extends "ui/templates/base/layout.html" %}{% block content %}<div class="space-y-6"><div><p class="text-xs font-semibold uppercase tracking-[0.16em] text-emerald-700">Sales & Income</p><h1 class="mt-1 text-2xl font-semibold">Customer Intelligence</h1><p class="mt-1 text-sm text-slate-500">GSTIN-first customer identity and reviewer-confirmed customer → Sales/Income ledger learning.</p></div><section class="rounded-2xl bg-white p-5 shadow-soft"><form method="get" class="grid gap-4 md:grid-cols-[1fr_auto]"><label class="text-sm font-semibold">ERP Client<select name="client_id" required class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2"><option value="">Select client</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><div class="flex items-end"><button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white">Open</button></div></form></section>{% if selected_client %}<section class="grid gap-4 sm:grid-cols-4">{% for label,value in [('Customer mappings',summary.mapping_count),('Reviewed',summary.review_confirmed),('High confidence',summary.high_confidence),('Historical pairs',summary.historical_rows)] %}<div class="rounded-2xl bg-white p-4 shadow-soft"><div class="text-xs 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 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">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><tbody>{% for m in mappings %}<tr class="border-b"><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>{% else %}<tr><td colspan="6" class="p-8 text-center text-slate-500">No customer mappings yet.</td></tr>{% endfor %}</tbody></table></section>{% endif %}</div>{% endblock %}