A R R R Associates
160 lines
9.8 KiB
HTML
160 lines
9.8 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-brand-600">Accounting · Sales & Income · Phase 14</p>
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<h1 class="mt-1 text-2xl font-semibold text-slate-900">Sales & Income Foundation</h1>
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<p class="mt-1 max-w-4xl text-sm text-slate-500">Normalized outward transaction register with customer/GSTIN identity, historical customer/ledger learning, income-nature ranking and reviewer-confirmed sales ledger mapping. Phase 14 is review-only; Tally sales posting is not enabled yet.</p>
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</div>
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<div class="flex flex-wrap gap-2">
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<a href="/tools/accounting/sales-learning{% if selected_client %}?client_id={{ selected_client.id }}{% endif %}" class="rounded-xl border border-emerald-300 bg-emerald-50 px-4 py-2 text-sm font-semibold text-emerald-800">Customer Intelligence</a>
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<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 Accounting</a>
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</div>
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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 %}
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<option value="{{ c.id }}" {% if selected_client and c.id == selected_client.id %}selected{% endif %}>{{ c.client_name }}</option>
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{% 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 Sales & Income</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="rounded-2xl bg-white p-5 shadow-soft">
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<h2 class="font-semibold text-slate-900">Import Outward Sales / Income</h2>
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<p class="mt-1 text-sm text-slate-500">Upload CSV/XLS/XLSX exported from GSTR-1 working papers, billing software or another outward-sales source. Flexible common column names are detected automatically. Duplicate invoice fingerprints are skipped.</p>
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<form method="post" action="/tools/accounting/sales-income/import" enctype="multipart/form-data" class="mt-4 grid gap-4 md:grid-cols-[220px_1fr_auto] md:items-end">
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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-sm font-semibold">Source
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<select name="source_type" class="mt-1 w-full rounded-xl border border-slate-300 bg-white px-3 py-2">
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<option value="outward_import">Outward Sales Import</option>
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<option value="gstr1">GSTR-1</option>
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<option value="einvoice_outward">E-Invoice Outward</option>
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<option value="ewaybill_outward">E-Way Bill Outward</option>
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</select>
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</label>
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<label class="text-sm font-semibold">CSV / Excel file
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<input type="file" name="file" accept=".csv,.xlsx,.xls,.xlsm" required class="mt-1 block w-full rounded-xl border border-slate-300 bg-white px-3 py-2 text-sm">
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</label>
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<button class="rounded-xl bg-slate-900 px-4 py-2 text-sm font-semibold text-white">Import</button>
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</form>
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</section>
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<section class="rounded-2xl bg-white p-5 shadow-soft">
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<form method="get" class="grid gap-3 md:grid-cols-5">
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<input type="hidden" name="client_id" value="{{ selected_client.id }}">
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<label class="text-xs font-semibold">Status
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<select name="status" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
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{% for value,label in [('all','All'),('suggested','Suggested'),('review_required','Review Required'),('reviewed','Reviewed')] %}
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<option value="{{ value }}" {% if status_filter==value %}selected{% endif %}>{{ label }}</option>
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{% endfor %}
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</select>
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</label>
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<label class="text-xs font-semibold md:col-span-2">Customer / GSTIN
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<input name="customer" value="{{ customer_filter }}" 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">Return Period
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<input name="period" value="{{ period_filter }}" placeholder="2026-07" class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
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</label>
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<div class="flex items-end"><button class="w-full rounded-lg border border-slate-300 px-3 py-2 text-sm font-semibold">Filter</button></div>
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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">
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<h2 class="font-semibold">{{ selected_client.client_name }} · Sales & Income Register</h2>
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<p class="text-sm text-slate-500">{{ total }} normalized outward transaction(s).</p>
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</div>
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<div class="divide-y divide-slate-100">
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{% for row in rows %}
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<article class="p-5">
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<div class="grid gap-4 xl:grid-cols-12">
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<div class="xl:col-span-3">
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<div class="font-semibold">{{ row.invoice_date or 'No date' }} · {{ row.invoice_number or 'No invoice no.' }}</div>
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<div class="mt-1 text-sm">{{ row.customer_name or 'Unnamed customer' }}</div>
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<div class="text-xs text-slate-500">{{ row.customer_gstin or 'No GSTIN' }}</div>
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<div class="mt-2 text-sm">{{ row.description_text or '—' }}</div>
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<div class="mt-2 font-semibold">₹{{ '%.2f'|format(row.invoice_value) }}</div>
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</div>
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<div class="xl:col-span-3">
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<div class="text-xs uppercase text-slate-500">First-pass suggestion</div>
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<div class="mt-1 font-semibold">
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{% for n in natures %}{% if n.id == row.suggested_nature_id %}{{ n.name }}{% endif %}{% endfor %}
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</div>
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<div class="text-sm">{{ row.suggested_confidence }}% confidence</div>
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<div class="mt-2 text-xs text-slate-500">{{ row.suggestion_reason or '—' }}</div>
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<div class="mt-2 text-xs text-slate-500">{{ row.source_type }} · {{ row.hsn_code or 'No HSN/SAC' }}</div>
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</div>
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<div class="xl:col-span-6">
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{% if row.review_status != 'reviewed' %}
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<form method="post" action="/tools/accounting/sales-income/{{ row.id }}/review" class="grid gap-2 md:grid-cols-2">
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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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<input type="hidden" name="status" value="{{ status_filter }}">
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<input type="hidden" name="customer" value="{{ customer_filter }}">
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<input type="hidden" name="period" value="{{ period_filter }}">
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<input type="hidden" name="page" value="{{ page }}">
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<input type="hidden" name="per_page" value="{{ per_page }}">
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<label class="text-xs font-semibold">Sales / Income Nature
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<select name="final_nature_id" required class="mt-1 w-full rounded-lg border border-slate-300 px-2 py-2">
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{% for n in natures %}
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<option value="{{ n.id }}" {% if n.id == row.suggested_nature_id %}selected{% endif %}>{{ n.name }}</option>
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{% endfor %}
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</select>
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</label>
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<label class="text-xs font-semibold">Client Tally Sales / Income Ledger
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<input name="final_ledger_name" value="{{ row.suggested_ledger_name }}" placeholder="Reviewer maps existing Tally ledger" 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 md:col-span-2">Review note
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<input name="review_note" 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-brand-600 px-3 py-2 text-sm font-semibold text-white md:col-span-2">Confirm Sales / Income Treatment</button>
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</form>
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{% else %}
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<div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3 text-sm text-emerald-800">
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<strong>Reviewed.</strong>
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{% for n in natures %}{% if n.id == row.final_nature_id %}{{ n.name }}{% endif %}{% endfor %}
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{% if row.final_ledger_name %} · {{ row.final_ledger_name }}{% endif %}
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</div>
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{% endif %}
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</div>
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</div>
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</article>
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{% else %}
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<div class="p-10 text-center text-sm text-slate-500">No Sales & Income records yet. Import an outward-sales CSV/Excel file above.</div>
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{% endfor %}
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</div>
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{% if pages > 1 %}
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<div class="flex items-center justify-between border-t border-slate-200 p-4 text-sm">
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<span>Page {{ page }} of {{ pages }}</span>
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<div class="flex gap-2">
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{% if page > 1 %}
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<a class="rounded-lg border border-slate-300 px-3 py-1" href="?client_id={{ selected_client.id }}&status={{ status_filter }}&customer={{ customer_filter }}&period={{ period_filter }}&page={{ page-1 }}&per_page={{ per_page }}">Previous</a>
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{% endif %}
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{% if page < pages %}
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<a class="rounded-lg border border-slate-300 px-3 py-1" href="?client_id={{ selected_client.id }}&status={{ status_filter }}&customer={{ customer_filter }}&period={{ period_filter }}&page={{ page+1 }}&per_page={{ per_page }}">Next</a>
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{% endif %}
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</div>
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</div>
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{% endif %}
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</section>
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{% endif %}
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</div>
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{% endblock %}
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