feat: Add accounting period selector for all views

- Add PeriodSelectorMini component for global period selection
- Add accountingPeriod store for shared period state
- Add calendar service/router/model for available periods API
- Update Dashboard, Invoices, Trial Balance, Bank/Cash Register views
  to respect selected period
- Fix Trial Balance navigation sync bug (period now syncs on mount)
- Update backend services to accept luna/an parameters

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
2025-12-09 12:14:35 +02:00
parent 3c0ab51f87
commit c75e896a84
22 changed files with 1162 additions and 425 deletions

View File

@@ -26,6 +26,7 @@ class CacheConfig:
ttl_invoices_summary: int
ttl_treasury: int
ttl_trial_balance: int
ttl_calendar_periods: int
# Maintenance
cleanup_interval: int
@@ -58,6 +59,7 @@ class CacheConfig:
ttl_invoices_summary=int(os.getenv('CACHE_TTL_INVOICES_SUMMARY', '900')),
ttl_treasury=int(os.getenv('CACHE_TTL_TREASURY', '600')),
ttl_trial_balance=int(os.getenv('CACHE_TTL_TRIAL_BALANCE', '600')),
ttl_calendar_periods=int(os.getenv('CACHE_TTL_CALENDAR_PERIODS', '3600')),
# Maintenance
cleanup_interval=int(os.getenv('CACHE_CLEANUP_INTERVAL', '3600')),
@@ -82,5 +84,6 @@ class CacheConfig:
'invoices_summary': self.ttl_invoices_summary,
'treasury': self.ttl_treasury,
'trial_balance': self.ttl_trial_balance,
'calendar_periods': self.ttl_calendar_periods,
}
return ttl_map.get(cache_type, self.default_ttl)

View File

@@ -25,7 +25,7 @@ from auth.middleware import AuthenticationMiddleware
# from auth.routes import create_auth_router # Fixed inline
# Import routere locale
from app.routers import invoices, dashboard, treasury, companies, telegram, cache, trial_balance
from app.routers import invoices, dashboard, treasury, companies, telegram, cache, trial_balance, calendar
# Auth endpoints pentru test
from fastapi import APIRouter, HTTPException
@@ -318,6 +318,7 @@ app.include_router(treasury.router, prefix="/api/treasury", tags=["treasury"])
app.include_router(telegram.router, prefix="/api/telegram", tags=["telegram"])
app.include_router(cache.router, prefix="/api", tags=["cache"])
app.include_router(trial_balance.router, prefix="/api/trial-balance", tags=["trial-balance"])
app.include_router(calendar.router, prefix="/api/calendar", tags=["calendar"])
@app.get("/")
async def root():

View File

@@ -0,0 +1,19 @@
"""
Calendar period models for accounting period selector
"""
from pydantic import BaseModel
from typing import List, Optional
class CalendarPeriod(BaseModel):
"""Model for an accounting period"""
an: int # Year
luna: int # Month (1-12)
display_name: str # Format: "Decembrie 2025"
class CalendarPeriodsResponse(BaseModel):
"""Response model for calendar periods list"""
periods: List[CalendarPeriod]
current_period: Optional[CalendarPeriod] = None # Most recent period
total_count: int

View File

@@ -44,8 +44,8 @@ class InvoiceFilter(BaseModel):
"""Filtru pentru căutarea facturilor"""
company: str = Field(description="Codul firmei (schema Oracle)")
partner_type: Literal["CLIENTI", "FURNIZORI"] = Field(description="Tipul partenerului")
date_from: Optional[date] = Field(description="Data de început")
date_to: Optional[date] = Field(description="Data de sfârșit")
luna: Optional[int] = Field(default=None, ge=1, le=12, description="Luna contabilă (1-12)")
an: Optional[int] = Field(default=None, ge=2000, le=2100, description="Anul contabil")
partner_name: Optional[str] = Field(description="Filtru după nume")
cont: Optional[str] = Field(description="Filtru după cont contabil")
only_unpaid: bool = Field(default=True, description="Doar neachitate")

View File

@@ -25,6 +25,8 @@ class RegisterFilter(BaseModel):
"""Filtre pentru registrul de casă și bancă"""
company: str
register_type: Optional[str] = None # BANCA_LEI, BANCA_VALUTA, CASA_LEI, CASA_VALUTA sau None pentru toate
luna: Optional[int] = None # Luna contabilă (1-12) pentru PACK_SESIUNE
an: Optional[int] = None # Anul contabil pentru PACK_SESIUNE
date_from: Optional[datetime] = None
date_to: Optional[datetime] = None
partner_name: Optional[str] = None

View File

@@ -0,0 +1,33 @@
"""
API Router for calendar/accounting periods
"""
from fastapi import APIRouter, Depends, HTTPException, Query
import sys
import os
sys.path.append(os.path.join(os.path.dirname(__file__), '../../../../shared'))
from auth.dependencies import get_current_user
from auth.models import CurrentUser
from ..models.calendar import CalendarPeriodsResponse
from ..services.calendar_service import CalendarService
router = APIRouter(redirect_slashes=False)
@router.get("/periods", response_model=CalendarPeriodsResponse)
async def get_calendar_periods(
company: int = Query(..., description="Company ID"),
current_user: CurrentUser = Depends(get_current_user)
) -> CalendarPeriodsResponse:
"""
Get available accounting periods for a company.
Returns periods ordered by year DESC, month DESC with Romanian month names.
"""
# Validate company access
if str(company) not in current_user.companies:
raise HTTPException(
status_code=403,
detail=f"Nu aveți acces la firma {company}"
)
return await CalendarService.get_available_periods(company)

View File

@@ -18,6 +18,8 @@ router = APIRouter()
async def get_dashboard_summary(
request: Request,
company: str = Query(description="Codul firmei"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
current_user: CurrentUser = Depends(get_current_user)
):
"""
@@ -26,13 +28,14 @@ async def get_dashboard_summary(
- Necesită autentificare JWT
- Returnează statistici clienți/furnizori și trezorerie
- Include metadata cache pentru Telegram Bot (X-Include-Cache-Metadata header)
- Suportă filtrare pe luna/an contabil (dacă nu sunt specificate, folosește ultima perioadă)
"""
try:
# Verifică dacă utilizatorul are acces la firma specificată
if company not in current_user.companies:
raise HTTPException(status_code=403, detail=f"Nu aveți acces la firma {company}")
result = await DashboardService.get_complete_summary(company, current_user.username, request=request)
result = await DashboardService.get_complete_summary(company, current_user.username, luna=luna, an=an, request=request)
# Convert Pydantic model to dict for JSON serialization
result_dict = result.dict() if hasattr(result, 'dict') else result
@@ -60,6 +63,8 @@ async def get_dashboard_trends(
request: Request,
company: str = Query(description="Codul firmei"),
period: str = Query(default="30d", description="Perioada pentru trends: 7d, 30d, ytd, 12m"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
compare_previous: bool = Query(default=True, description="Compară cu perioada anterioară"),
current_user: CurrentUser = Depends(get_current_user)
):
@@ -67,6 +72,7 @@ async def get_dashboard_trends(
Obține trenduri pentru indicatorii principali (clienți/furnizori)
- period: "7d" (7 zile), "30d" (30 zile), "ytd" (year to date), "12m" (12 luni)
- luna/an: perioada contabilă de referință (dacă nu sunt specificate, folosește ultima perioadă)
- compare_previous: dacă să compare cu perioada anterioară
- Necesită autentificare JWT
- Returnează date pentru grafice de trenduri
@@ -85,7 +91,7 @@ async def get_dashboard_trends(
)
# Obține datele de trenduri
result = await DashboardService.get_trends(int(company), period, request=request)
result = await DashboardService.get_trends(int(company), period, luna=luna, an=an, request=request)
# Convert to dict if needed
result_dict = result.dict() if hasattr(result, 'dict') else result
@@ -115,6 +121,8 @@ async def get_dashboard_trends(
async def get_detailed_data(
company: str = Query(description="Codul firmei"),
data_type: str = Query(description="Tipul de date: clients, suppliers, treasury"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
page: int = Query(default=1, ge=1),
page_size: int = Query(default=25, ge=1, le=100),
search: str = Query(default="", description="Termen de căutare"),
@@ -132,6 +140,8 @@ async def get_detailed_data(
result = await DashboardService.get_detailed_data(
company=company,
data_type=data_type,
luna=luna,
an=an,
page=page,
page_size=page_size,
search=search
@@ -225,6 +235,8 @@ async def get_maturity_analysis(
request: Request,
company: int = Query(..., description="ID-ul firmei"),
period: str = Query("7d", regex="^(7d|1m|3m|6m|12m|all)$", description="Orizont de planificare pentru analiza scadențelor"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
current_user: CurrentUser = Depends(get_current_user)
):
"""
@@ -232,6 +244,7 @@ async def get_maturity_analysis(
- Necesită autentificare JWT
- Logică: Include TOATE restanțele + scadențele viitoare din perioada selectată
- luna/an: perioada contabilă de referință (dacă nu sunt specificate, folosește ultima perioadă)
- Perioade disponibile:
* 7d: Toate restanțele + scadențe următoarelor 7 zile
* 1m: Toate restanțele + scadențe următoarelor 30 zile
@@ -249,7 +262,7 @@ async def get_maturity_analysis(
if str(company) not in current_user.companies:
raise HTTPException(status_code=403, detail=f"Nu aveți acces la firma {company}")
result = await DashboardService.get_maturity_analysis(company, period, request=request)
result = await DashboardService.get_maturity_analysis(company, period, luna=luna, an=an, request=request)
# Convert to dict if needed
result_dict = result.dict() if hasattr(result, 'dict') else result
@@ -276,20 +289,23 @@ async def get_maturity_analysis(
@router.get("/monthly-flows")
async def get_monthly_flows(
company: int = Query(..., description="ID-ul firmei"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
current_user: CurrentUser = Depends(get_current_user)
):
"""
Returnează fluxurile lunare pentru firma selectată
- Necesită autentificare JWT
- Returnează date pentru analiza fluxurilor lunare
- luna/an: perioada contabilă de referință (dacă nu sunt specificate, folosește ultima perioadă)
"""
try:
# Verifică dacă utilizatorul are acces la firma specificată
if str(company) not in current_user.companies:
raise HTTPException(status_code=403, detail=f"Nu aveți acces la firma {company}")
result = await DashboardService.get_monthly_flows(company)
result = await DashboardService.get_monthly_flows(company, luna=luna, an=an)
return result
except ValueError as e:
@@ -302,6 +318,8 @@ async def get_monthly_flows(
async def get_treasury_breakdown(
request: Request,
company: int = Query(..., description="ID-ul firmei"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
current_user: CurrentUser = Depends(get_current_user)
):
"""
@@ -309,6 +327,7 @@ async def get_treasury_breakdown(
- Necesită autentificare JWT
- Returnează distribuția soldurilor pe conturi și tipuri
- luna/an: perioada contabilă de referință (dacă nu sunt specificate, folosește ultima perioadă)
- Include metadata cache pentru Telegram Bot (X-Include-Cache-Metadata header)
"""
try:
@@ -316,7 +335,7 @@ async def get_treasury_breakdown(
if str(company) not in current_user.companies:
raise HTTPException(status_code=403, detail=f"Nu aveți acces la firma {company}")
result = await DashboardService.get_treasury_breakdown(company, request=request)
result = await DashboardService.get_treasury_breakdown(company, luna=luna, an=an, request=request)
# Convert to dict if needed
result_dict = result.dict() if hasattr(result, 'dict') else result
@@ -344,6 +363,8 @@ async def get_treasury_breakdown(
async def get_net_balance_breakdown(
request: Request,
company: int = Query(..., description="ID-ul firmei"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
current_user: CurrentUser = Depends(get_current_user)
):
"""
@@ -351,6 +372,7 @@ async def get_net_balance_breakdown(
- Necesită autentificare JWT
- Returnează analiza detaliată a balanței nete
- luna/an: perioada contabilă de referință (dacă nu sunt specificate, folosește ultima perioadă)
- Include metadata cache pentru Telegram Bot (X-Include-Cache-Metadata header)
"""
try:
@@ -358,7 +380,7 @@ async def get_net_balance_breakdown(
if str(company) not in current_user.companies:
raise HTTPException(status_code=403, detail=f"Nu aveți acces la firma {company}")
result = await DashboardService.get_net_balance_breakdown(company, request=request)
result = await DashboardService.get_net_balance_breakdown(company, luna=luna, an=an, request=request)
# Convert to dict if needed
result_dict = result.dict() if hasattr(result, 'dict') else result

View File

@@ -19,8 +19,8 @@ router = APIRouter()
async def get_invoices(
company: str = Query(description="Codul firmei"),
partner_type: str = Query("CLIENTI", description="CLIENTI sau FURNIZORI"),
date_from: Optional[str] = Query(None, description="Data început (YYYY-MM-DD)"),
date_to: Optional[str] = Query(None, description="Data sfârșit (YYYY-MM-DD)"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
partner_name: Optional[str] = Query(None, description="Filtru nume partener"),
cont: Optional[str] = Query(None, description="Filtru după cont contabil"),
only_unpaid: bool = Query(True, description="Doar facturile neachitate"),
@@ -32,37 +32,21 @@ async def get_invoices(
):
"""
Obține lista de facturi pentru o firmă
- Necesită autentificare JWT
- Utilizatorul trebuie să aibă acces la firma specificată
- Suportă filtrare și paginare
- Suportă filtrare după luna/an contabil și paginare
"""
try:
# Verifică dacă utilizatorul are acces la firma specificată
if company not in current_user.companies:
raise HTTPException(status_code=403, detail=f"Nu aveți acces la firma {company}")
# Convertește string-urile de date în obiecte date
date_from_obj = None
date_to_obj = None
if date_from:
try:
date_from_obj = date.fromisoformat(date_from)
except ValueError:
raise HTTPException(status_code=400, detail="Formatul datei de început este invalid. Folosiți YYYY-MM-DD")
if date_to:
try:
date_to_obj = date.fromisoformat(date_to)
except ValueError:
raise HTTPException(status_code=400, detail="Formatul datei de sfârșit este invalid. Folosiți YYYY-MM-DD")
filter_params = InvoiceFilter(
company=company,
partner_type=partner_type,
date_from=date_from_obj,
date_to=date_to_obj,
luna=luna,
an=an,
partner_name=partner_name,
cont=cont,
only_unpaid=only_unpaid,
@@ -71,10 +55,10 @@ async def get_invoices(
page=page,
page_size=page_size
)
result = await InvoiceService.get_invoices(filter_params, current_user.username)
return result
except ValueError as e:
raise HTTPException(status_code=400, detail=str(e))
except Exception as e:

View File

@@ -16,6 +16,8 @@ router = APIRouter()
async def get_bank_cash_register(
company: str = Query(description="Codul firmei"),
register_type: Optional[str] = Query(None, description="Tipul registrului: BANCA_LEI, BANCA_VALUTA, CASA_LEI, CASA_VALUTA sau None pentru toate"),
luna: Optional[int] = Query(None, ge=1, le=12, description="Luna contabilă (1-12)"),
an: Optional[int] = Query(None, ge=2000, le=2100, description="Anul contabil"),
date_from: Optional[str] = Query(None, description="Data început (YYYY-MM-DD)"),
date_to: Optional[str] = Query(None, description="Data sfârșit (YYYY-MM-DD)"),
partner_name: Optional[str] = Query(None, description="Filtru nume partener"),
@@ -63,6 +65,8 @@ async def get_bank_cash_register(
filter_params = RegisterFilter(
company=company,
register_type=register_type,
luna=luna,
an=an,
date_from=date_from_obj,
date_to=date_to_obj,
partner_name=partner_name,

View File

@@ -0,0 +1,78 @@
"""
Calendar service for fetching available accounting periods
"""
import sys
import os
sys.path.append(os.path.join(os.path.dirname(__file__), '../../../../shared'))
from database.oracle_pool import oracle_pool
from ..models.calendar import CalendarPeriod, CalendarPeriodsResponse
from ..cache.decorators import cached
import logging
logger = logging.getLogger(__name__)
class CalendarService:
"""Service for calendar/accounting period operations"""
# Romanian month names for display
MONTH_NAMES_RO = [
"Ianuarie", "Februarie", "Martie", "Aprilie", "Mai", "Iunie",
"Iulie", "August", "Septembrie", "Octombrie", "Noiembrie", "Decembrie"
]
@staticmethod
@cached(cache_type='schema', key_params=['company_id'])
async def _get_schema(company_id: int) -> str:
"""Get schema for company (CACHED 24h)"""
async with oracle_pool.get_connection() as connection:
with connection.cursor() as cursor:
cursor.execute("""
SELECT schema FROM CONTAFIN_ORACLE.v_nom_firme
WHERE id_firma = :company_id
""", {'company_id': company_id})
result = cursor.fetchone()
return result[0] if result else None
@staticmethod
@cached(cache_type='calendar_periods', key_params=['company_id'])
async def get_available_periods(company_id: int) -> CalendarPeriodsResponse:
"""
Get all available accounting periods for a company (CACHED 1h)
Returns periods ordered by year DESC, month DESC with Romanian month names.
"""
schema = await CalendarService._get_schema(company_id)
if not schema:
logger.warning(f"Schema not found for company {company_id}")
return CalendarPeriodsResponse(periods=[], current_period=None, total_count=0)
async with oracle_pool.get_connection() as connection:
with connection.cursor() as cursor:
cursor.execute(f"""
SELECT anul, luna
FROM {schema}.calendar
ORDER BY anul DESC, luna DESC
""")
rows = cursor.fetchall()
periods = []
for row in rows:
an, luna = row[0], row[1]
month_name = CalendarService.MONTH_NAMES_RO[luna - 1]
periods.append(CalendarPeriod(
an=an,
luna=luna,
display_name=f"{month_name} {an}"
))
current_period = periods[0] if periods else None
logger.info(f"Loaded {len(periods)} accounting periods for company {company_id}")
return CalendarPeriodsResponse(
periods=periods,
current_period=current_period,
total_count=len(periods)
)

View File

@@ -16,6 +16,34 @@ logger = logging.getLogger(__name__)
class DashboardService:
"""Service pentru dashboard - date agregate"""
@staticmethod
def _build_period_cte(schema: str, luna: Optional[int] = None, an: Optional[int] = None) -> tuple[str, dict]:
"""
Construiește CTE pentru luna curentă.
Dacă luna și an sunt specificate, le folosește.
Altfel, folosește MAX(anul*12+luna) din calendar.
Returns:
tuple: (cte_sql, params_dict)
"""
if luna is not None and an is not None:
# Folosește parametrii specificați
cte_sql = f"""
WITH luna_curenta AS (
SELECT :param_an as anul, :param_luna as luna FROM DUAL
)"""
params = {'param_an': an, 'param_luna': luna}
else:
# Folosește MAX din calendar
cte_sql = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
)"""
params = {}
return cte_sql, params
@staticmethod
@cached(cache_type='schema', key_params=['company_id'])
async def _get_schema(company_id: int) -> str:
@@ -41,24 +69,31 @@ class DashboardService:
return schema_result[0]
@staticmethod
@cached(cache_type='dashboard_summary', key_params=['company', 'username'])
async def get_complete_summary(company: str, username: str, request: Optional[Request] = None) -> DashboardSummary:
@cached(cache_type='dashboard_summary', key_params=['company', 'username', 'luna', 'an'])
async def get_complete_summary(company: str, username: str, luna: Optional[int] = None, an: Optional[int] = None, request: Optional[Request] = None) -> DashboardSummary:
"""
Obține toate datele pentru dashboard într-un singur apel (CACHED 30 min)
Execută 2 query-uri separate: facturi și trezorerie
Args:
company: ID-ul firmei
username: Numele utilizatorului
luna: Luna contabilă (1-12), opțional
an: Anul contabil, opțional
request: Request object pentru cache metadata
"""
company_id = int(company)
schema = await DashboardService._get_schema(company_id)
# Construiește CTE pentru perioada curentă
period_cte, period_params = DashboardService._build_period_cte(schema, luna, an)
async with oracle_pool.get_connection() as connection:
with connection.cursor() as cursor:
# Query 1: Statistici facturi cu breakdown pe perioade - FIXED ORA-00937
facturi_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
),
{period_cte},
perioada_stats AS (
SELECT
an, luna,
@@ -347,19 +382,16 @@ class DashboardService:
FROM facturi_stats fs
"""
cursor.execute(facturi_query)
cursor.execute(facturi_query, period_params)
facturi_row = cursor.fetchone()
# Query 2: Trezorerie
# Query 2: Trezorerie (folosește același period_cte)
treasury_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
)
SELECT
{period_cte}
SELECT
cont,
nume as nume_banca,
CASE
CASE
WHEN cont = '5121' THEN 'Bancă LEI'
WHEN cont = '5124' THEN 'Bancă VALUTA'
WHEN cont = '5311' THEN 'Casă LEI'
@@ -372,26 +404,23 @@ class DashboardService:
CASE
WHEN cont IN ('5121','5311') THEN 'RON'
WHEN cont IN ('5124','5314') THEN NVL(nume_val, 'EUR')
END as valuta
END as valuta
FROM {schema}.vbalanta_parteneri
WHERE an = (SELECT anul FROM luna_curenta)
AND luna = (SELECT luna FROM luna_curenta)
AND cont IN ('5121', '5124', '5311', '5314')
AND ((cont IN ('5121','5311') AND soldcred - solddeb != 0)
OR (cont IN ('5124','5314') AND soldvalcred - soldvaldeb != 0))
GROUP BY cont, nume, nume_val
GROUP BY cont, nume, nume_val
ORDER BY cont, nume
"""
cursor.execute(treasury_query)
cursor.execute(treasury_query, period_params)
treasury_rows = cursor.fetchall()
# Query 3: Solduri TVA din tabelul vbal
# Query 3: Solduri TVA din tabelul vbal (folosește același period_cte)
tva_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
)
{period_cte}
SELECT
cont,
precdeb,
@@ -405,7 +434,7 @@ class DashboardService:
ORDER BY cont
"""
cursor.execute(tva_query)
cursor.execute(tva_query, period_params)
tva_rows = cursor.fetchall()
# Procesare solduri TVA
@@ -537,34 +566,47 @@ class DashboardService:
)
@staticmethod
@cached(cache_type='dashboard_trends', key_params=['company_id', 'period'])
async def get_trends(company_id: int, period: str = "12m", request: Optional[Request] = None) -> Dict[str, Any]:
"""Get comprehensive trend analysis data for all dashboard indicators (CACHED 30 min)"""
@cached(cache_type='dashboard_trends', key_params=['company_id', 'period', 'luna', 'an'])
async def get_trends(company_id: int, period: str = "12m", luna: Optional[int] = None, an: Optional[int] = None, request: Optional[Request] = None) -> Dict[str, Any]:
"""Get comprehensive trend analysis data for all dashboard indicators (CACHED 30 min)
Args:
company_id: ID-ul firmei
period: Perioada pentru trends (7d, 30d, ytd, 12m)
luna: Luna contabilă (1-12), opțional - dacă nu e specificată, folosește MAX
an: Anul contabil, opțional - dacă nu e specificat, folosește MAX
request: Request object pentru cache metadata
"""
try:
schema = await DashboardService._get_schema(company_id)
async with oracle_pool.get_connection() as connection:
with connection.cursor() as cursor:
# Get current period
current_period_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
)
SELECT anul, luna FROM luna_curenta
"""
cursor.execute(current_period_query)
current_period = cursor.fetchone()
if not current_period:
# Fallback to current system date
current_year = 2024
current_month = 12
# Determine current period from params or database
if luna is not None and an is not None:
current_year = an
current_month = luna
else:
current_year = current_period[0]
current_month = current_period[1]
# Get current period from database
current_period_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
)
SELECT anul, luna FROM luna_curenta
"""
cursor.execute(current_period_query)
current_period = cursor.fetchone()
if not current_period:
# Fallback to current system date
current_year = 2024
current_month = 12
else:
current_year = current_period[0]
current_month = current_period[1]
# Determine period parameters
if period == 'ytd':
@@ -921,12 +963,21 @@ class DashboardService:
raise
@staticmethod
async def get_detailed_data(company: str, data_type: str, page: int = 1, page_size: int = 25, search: str = ""):
async def get_detailed_data(company: str, data_type: str, luna: Optional[int] = None, an: Optional[int] = None, page: int = 1, page_size: int = 25, search: str = ""):
"""
Obține date detaliate pentru tabelele din dashboard
Fixed to use existing vireg_parteneri view instead of missing tables
Args:
company: ID-ul firmei
data_type: Tipul datelor (clients, suppliers, treasury)
luna: Luna contabilă (1-12), opțional
an: Anul contabil, opțional
page: Pagina curentă
page_size: Mărimea paginii
search: Termen de căutare
"""
logger.info(f"get_detailed_data called: company={company}, data_type={data_type}, page={page}")
logger.info(f"get_detailed_data called: company={company}, data_type={data_type}, luna={luna}, an={an}, page={page}")
async with oracle_pool.get_connection() as connection:
with connection.cursor() as cursor:
try:
@@ -945,7 +996,10 @@ class DashboardService:
schema = schema_result[0]
logger.info(f"Found schema: {schema}")
# Construiește CTE pentru perioada curentă
period_cte, period_params = DashboardService._build_period_cte(schema, luna, an)
# Calculate offset for pagination
offset = (page - 1) * page_size
logger.info(f"Pagination params: page={page}, page_size={page_size}, offset={offset}")
@@ -965,10 +1019,7 @@ class DashboardService:
if data_type == "clients":
# Query cu paginare pe CLIENȚI (nu pe facturi individuale)
base_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
),
{period_cte},
clienti_cu_sold AS (
-- Pasul 1: Identifică TOȚI clienții cu sold != 0
SELECT DISTINCT vp.nume as client_name
@@ -1012,10 +1063,7 @@ class DashboardService:
elif data_type == "suppliers":
# Query cu paginare pe FURNIZORI (nu pe facturi individuale)
base_query = f"""
WITH luna_curenta AS (
SELECT anul, luna FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
),
{period_cte},
furnizori_cu_sold AS (
-- Pasul 1: Identifică TOȚI furnizorii cu sold != 0
SELECT DISTINCT vp.nume as furnizor_name
@@ -1061,9 +1109,9 @@ class DashboardService:
# Get total count of CLIENȚI/FURNIZORI (not individual invoices)
if data_type == "clients":
count_query = f"""
{period_cte}
SELECT COUNT(DISTINCT vp.nume)
FROM {schema}.vireg_parteneri vp,
(SELECT anul, luna FROM {schema}.calendar WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)) lc
FROM {schema}.vireg_parteneri vp, luna_curenta lc
WHERE vp.an = lc.anul
AND vp.luna = lc.luna
AND vp.cont IN ('4111','461')
@@ -1073,9 +1121,9 @@ class DashboardService:
"""
elif data_type == "suppliers":
count_query = f"""
{period_cte}
SELECT COUNT(DISTINCT vp.nume)
FROM {schema}.vireg_parteneri vp,
(SELECT anul, luna FROM {schema}.calendar WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)) lc
FROM {schema}.vireg_parteneri vp, luna_curenta lc
WHERE vp.an = lc.anul
AND vp.luna = lc.luna
AND vp.cont IN ('401','404','462')
@@ -1084,13 +1132,13 @@ class DashboardService:
AND (UPPER(vp.nume) LIKE UPPER('%{search}%') OR '{search}' = '')
"""
cursor.execute(count_query)
cursor.execute(count_query, period_params)
total = cursor.fetchone()[0]
logger.info(f"Total {data_type}: {total}")
# Execute base query directly (pagination already included in CTE)
logger.info(f"Executing query with offset={offset}, page_size={page_size}")
cursor.execute(base_query)
cursor.execute(base_query, period_params)
columns = [desc[0].lower() for desc in cursor.description]
data = []
@@ -1300,14 +1348,16 @@ class DashboardService:
raise
@staticmethod
@cached(cache_type='maturity_analysis', key_params=['company_id', 'period'])
async def get_maturity_analysis(company_id: int, period: str = "7d", request: Optional[Request] = None) -> Dict[str, Any]:
@cached(cache_type='maturity_analysis', key_params=['company_id', 'period', 'luna', 'an'])
async def get_maturity_analysis(company_id: int, period: str = "7d", luna: Optional[int] = None, an: Optional[int] = None, request: Optional[Request] = None) -> Dict[str, Any]:
"""
Analizează scadențele clienți vs furnizori cu date reale din Oracle (CACHED 30 min)
Args:
company_id: ID-ul companiei
period: Perioada ("7d", "1m", "3m", "6m", "12m", "over12m")
luna: Luna contabilă (1-12), opțional
an: Anul contabil, opțional
Returns:
{
@@ -1330,6 +1380,9 @@ class DashboardService:
schema = schema_result[0]
# Construiește CTE pentru perioada curentă
period_cte, period_params = DashboardService._build_period_cte(schema, luna, an)
# Determină filtrele pentru perioada selectată (orizont de planificare)
# Logică: Include TOATE restanțele + scadențele viitoare din perioada selectată
if period == "7d":
@@ -1347,11 +1400,7 @@ class DashboardService:
# Query pentru clienți (facturi de încasat)
clients_query = f"""
WITH luna_curenta AS
(SELECT anul, luna
FROM {schema}.calendar
WHERE anul * 12 + luna =
(SELECT MAX(anul * 12 + luna) FROM {schema}.calendar))
{period_cte}
SELECT client_name,
SUM(amount) as amount,
MAX(due_date) as due_date,
@@ -1372,7 +1421,7 @@ class DashboardService:
ORDER BY days_overdue desc
"""
cursor.execute(clients_query)
cursor.execute(clients_query, period_params)
clients_rows = cursor.fetchall()
clients = []
@@ -1394,11 +1443,7 @@ class DashboardService:
# Query pentru furnizori (facturi de plătit)
suppliers_query = f"""
WITH luna_curenta AS
(SELECT anul, luna
FROM {schema}.calendar
WHERE anul * 12 + luna =
(SELECT MAX(anul * 12 + luna) FROM {schema}.calendar))
{period_cte}
SELECT client_name,
SUM(amount) as amount,
MIN(due_date) as due_date,
@@ -1419,7 +1464,7 @@ class DashboardService:
ORDER BY days_overdue desc
"""
cursor.execute(suppliers_query)
cursor.execute(suppliers_query, period_params)
suppliers_rows = cursor.fetchall()
suppliers = []
@@ -1502,9 +1547,14 @@ class DashboardService:
raise
@staticmethod
async def get_monthly_flows(company: int) -> Dict[str, Any]:
async def get_monthly_flows(company: int, luna: Optional[int] = None, an: Optional[int] = None) -> Dict[str, Any]:
"""
Obține fluxurile lunare de intrare și ieșire pentru luna curentă
Args:
company: ID-ul firmei
luna: Luna contabilă (1-12), opțional
an: Anul contabil, opțional
"""
try:
async with oracle_pool.get_connection() as connection:
@@ -1520,14 +1570,27 @@ class DashboardService:
schema = schema_result[0]
# Construiește CTE pentru perioada curentă (cu period column)
if luna is not None and an is not None:
period_cte = f"""
WITH luna_curenta AS (
SELECT :param_an as anul, :param_luna as luna,
:param_an || '-' || LPAD(:param_luna, 2, '0') as period
FROM DUAL
)"""
period_params = {'param_an': an, 'param_luna': luna}
else:
period_cte = f"""
WITH luna_curenta AS (
SELECT anul, luna, anul || '-' || LPAD(luna, 2, '0') as period
FROM {schema}.calendar
WHERE anul * 12 + luna = (SELECT MAX(c2.anul * 12 + c2.luna) FROM {schema}.calendar c2)
)"""
period_params = {}
# Query pentru fluxuri lunare
flows_query = f"""
WITH luna_curenta AS
(SELECT anul, luna, anul || '-' || LPAD(luna, 2, '0') as period
FROM {schema}.calendar
WHERE anul * 12 + luna =
(SELECT MAX(c2.anul * 12 + c2.luna)
FROM {schema}.calendar c2))
{period_cte}
SELECT
SUM(CASE
WHEN vp.cont IN ('4111', '461') THEN
@@ -1552,14 +1615,16 @@ class DashboardService:
AND vp.cont IN ('4111', '461', '419', '401', '404', '462', '409')
"""
cursor.execute(flows_query)
cursor.execute(flows_query, period_params)
flow_row = cursor.fetchone()
if not flow_row:
# Default period from params or current date
default_period = f"{an}-{str(luna).zfill(2)}" if luna and an else "2025-12"
return {
"inflows": 0,
"outflows": 0,
"period": "2025-08",
"period": default_period,
"currency": "RON"
}
@@ -1574,10 +1639,15 @@ class DashboardService:
raise
@staticmethod
@cached(cache_type='treasury_breakdown', key_params=['company'])
async def get_treasury_breakdown(company: int, request: Optional[Request] = None) -> Dict[str, Any]:
@cached(cache_type='treasury_breakdown', key_params=['company', 'luna', 'an'])
async def get_treasury_breakdown(company: int, luna: Optional[int] = None, an: Optional[int] = None, request: Optional[Request] = None) -> Dict[str, Any]:
"""
Obține breakdown-ul trezoreriei pe casă și bancă (CACHED 30 min)
Args:
company: ID-ul firmei
luna: Luna contabilă (1-12), opțional
an: Anul contabil, opțional
"""
try:
async with oracle_pool.get_connection() as connection:
@@ -1593,13 +1663,12 @@ class DashboardService:
schema = schema_result[0]
# Construiește CTE pentru perioada curentă
period_cte, period_params = DashboardService._build_period_cte(schema, luna, an)
# Query pentru breakdown trezorerie - cu nume reale și sub-breakdown
treasury_query = f"""
WITH luna_curenta AS
(SELECT anul, luna
FROM {schema}.calendar
WHERE anul * 12 + luna =
(SELECT MAX(c2.anul * 12 + c2.luna) FROM {schema}.calendar c2))
{period_cte}
SELECT
vb.cont,
vb.nume as nume_real,
@@ -1616,7 +1685,7 @@ class DashboardService:
ORDER BY tip, vb.cont
"""
cursor.execute(treasury_query)
cursor.execute(treasury_query, period_params)
treasury_rows = cursor.fetchall()
if not treasury_rows:
@@ -1675,10 +1744,15 @@ class DashboardService:
raise
@staticmethod
@cached(cache_type='net_balance_breakdown', key_params=['company'])
async def get_net_balance_breakdown(company: int, request: Optional[Request] = None) -> Dict[str, Any]:
@cached(cache_type='net_balance_breakdown', key_params=['company', 'luna', 'an'])
async def get_net_balance_breakdown(company: int, luna: Optional[int] = None, an: Optional[int] = None, request: Optional[Request] = None) -> Dict[str, Any]:
"""
Obține breakdown-ul balanței nete pe clienți și furnizori cu detaliere pe perioade (CACHED 30 min)
Args:
company: ID-ul firmei
luna: Luna contabilă (1-12), opțional
an: Anul contabil, opțional
"""
try:
async with oracle_pool.get_connection() as connection:
@@ -1694,13 +1768,12 @@ class DashboardService:
schema = schema_result[0]
# Construiește CTE pentru perioada curentă
period_cte, period_params = DashboardService._build_period_cte(schema, luna, an)
# Query extins pentru breakdown detaliat pe perioade
balance_query = f"""
WITH luna_curenta AS (
SELECT anul, luna
FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(c2.anul*12+c2.luna) FROM {schema}.calendar c2)
)
{period_cte}
SELECT
-- CLIENȚI - Sold total
SUM(CASE
@@ -1794,7 +1867,7 @@ class DashboardService:
AND vp.cont IN ('4111', '461', '419', '401', '404', '462','409')
"""
cursor.execute(balance_query)
cursor.execute(balance_query, period_params)
row = cursor.fetchone()
if not row:

View File

@@ -56,6 +56,15 @@ class InvoiceService:
else:
conturi = "'4111'" # default
# Determine period to use: from params or MAX from calendar
if filter_params.luna and filter_params.an:
period_condition = "vp.an = :an AND vp.luna = :luna"
use_param_period = True
else:
period_condition = f"""vp.an = (SELECT anul FROM {schema}.calendar WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar))
AND vp.luna = (SELECT luna FROM {schema}.calendar WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar))"""
use_param_period = False
# Query cu calculele corecte pentru solduri
base_query = f"""
SELECT
@@ -87,25 +96,20 @@ class InvoiceService:
ELSE 'in_termen'
END as status
FROM {schema}.vireg_parteneri vp
WHERE vp.an = (SELECT anul FROM {schema}.calendar WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar))
AND vp.luna = (SELECT luna FROM {schema}.calendar WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar))
WHERE {period_condition}
AND (
(:partner_type = 'CLIENTI' AND vp.cont IN ('4111', '461'))
OR
OR
(:partner_type = 'FURNIZORI' AND vp.cont IN ('401', '404', '462'))
)
"""
params = {'partner_type': filter_params.partner_type}
# Adaugă filtre dinamice
if filter_params.date_from:
base_query += " AND vp.dataact >= :date_from"
params['date_from'] = filter_params.date_from
if filter_params.date_to:
base_query += " AND vp.dataact <= :date_to"
params['date_to'] = filter_params.date_to
# Add period params if using explicit period
if use_param_period:
params['an'] = filter_params.an
params['luna'] = filter_params.luna
if filter_params.partner_name:
base_query += " AND UPPER(vp.nume) LIKE UPPER(:partner_name)"
@@ -139,18 +143,24 @@ class InvoiceService:
cursor.execute(count_query, params)
total_count = cursor.fetchone()[0]
# Get accounting period (luna, an) from calendar
period_query = f"""
SELECT anul, luna
FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
"""
cursor.execute(period_query)
period_result = cursor.fetchone()
accounting_period = {
'an': period_result[0] if period_result else None,
'luna': period_result[1] if period_result else None
}
# Get accounting period - use params if provided, else from calendar
if use_param_period:
accounting_period = {
'an': filter_params.an,
'luna': filter_params.luna
}
else:
period_query = f"""
SELECT anul, luna
FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar)
"""
cursor.execute(period_query)
period_result = cursor.fetchone()
accounting_period = {
'an': period_result[0] if period_result else None,
'luna': period_result[1] if period_result else None
}
# Adaugă ORDER BY și paginare - Ordonare cronologică (DATAACT, NRACT, NUME)
base_query += " ORDER BY vp.DATAACT ASC, vp.NRACT ASC, vp.NUME"

View File

@@ -153,8 +153,23 @@ class TreasuryService:
offset = (filter_params.page - 1) * filter_params.page_size
limit_val = filter_params.page_size
# Determine period to use: from params or MAX from calendar
if filter_params.luna and filter_params.an:
use_param_period = True
period_select = f"""
v_an := :param_an;
v_luna := :param_luna;
"""
else:
use_param_period = False
period_select = f"""
SELECT anul, luna INTO v_an, v_luna
FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar);
"""
# Bloc PL/SQL anonim care face totul într-o singură tranzacție:
# 1. Obține anul și luna din calendar
# 1. Obține anul și luna din params sau calendar
# 2. Setează PACK_SESIUNE.SETAN și SETLUNA
# 3. Returnează datele prin REF CURSOR
# IMPORTANT: Folosim ROW_NUMBER() pentru paginare corectă cu ORDER BY NULLS FIRST
@@ -164,10 +179,8 @@ class TreasuryService:
v_luna NUMBER;
v_cursor SYS_REFCURSOR;
BEGIN
-- Obține anul și luna curentă din calendar
SELECT anul, luna INTO v_an, v_luna
FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar);
-- Obține anul și luna din parametri sau calendar
{period_select}
-- Setează contextul de sesiune (OBLIGATORIU înainte de SELECT din vbancasa*)
{schema}.PACK_SESIUNE.SETAN(v_an);
@@ -198,8 +211,14 @@ class TreasuryService:
out_an = cursor.var(int)
out_luna = cursor.var(int)
# Build params dict
exec_params = {'result_cursor': result_cursor, 'out_an': out_an, 'out_luna': out_luna}
if use_param_period:
exec_params['param_an'] = filter_params.an
exec_params['param_luna'] = filter_params.luna
# Execută blocul PL/SQL cu REF CURSOR
cursor.execute(plsql_block, {'result_cursor': result_cursor, 'out_an': out_an, 'out_luna': out_luna})
cursor.execute(plsql_block, exec_params)
# Get accounting period values
accounting_year = out_an.getvalue()
@@ -216,9 +235,8 @@ class TreasuryService:
v_an NUMBER;
v_luna NUMBER;
BEGIN
SELECT anul, luna INTO v_an, v_luna
FROM {schema}.calendar
WHERE anul*12+luna = (SELECT MAX(anul*12+luna) FROM {schema}.calendar);
-- Obține anul și luna din parametri sau calendar
{period_select}
{schema}.PACK_SESIUNE.SETAN(v_an);
{schema}.PACK_SESIUNE.SETLUNA(v_luna);
@@ -228,7 +246,11 @@ class TreasuryService:
"""
total_count_var = cursor.var(int)
cursor.execute(count_plsql, {'total_count': total_count_var})
count_params = {'total_count': total_count_var}
if use_param_period:
count_params['param_an'] = filter_params.an
count_params['param_luna'] = filter_params.luna
cursor.execute(count_plsql, count_params)
total_count = total_count_var.getvalue()
# Procesare rezultate

View File

@@ -0,0 +1,366 @@
<template>
<div class="period-selector-mini" ref="dropdownContainer">
<div class="period-dropdown" ref="dropdown">
<button
class="period-trigger"
@click="toggleDropdown"
:disabled="!companyStore.selectedCompany"
:aria-expanded="dropdownOpen"
aria-label="Select accounting period"
>
<div class="period-info">
<span class="period-label">Perioada:</span>
<span class="period-name">{{ selectedPeriodDisplay }}</span>
</div>
<i
class="pi pi-chevron-down"
:class="{ 'rotate-180': dropdownOpen }"
></i>
</button>
<div
v-show="dropdownOpen"
class="period-dropdown-panel"
:class="{ 'panel-open': dropdownOpen }"
>
<div class="period-list">
<div
v-for="(period, index) in periodStore.periods"
:key="`${period.an}-${period.luna}`"
class="period-item"
:class="{
active: isSelected(period),
'keyboard-highlighted': isHighlighted(index),
}"
@click="selectPeriod(period)"
@mouseenter="highlightedIndex = index"
>
<div class="period-details">
{{ period.display_name }}
</div>
<i v-if="isSelected(period)" class="pi pi-check period-selected-icon"></i>
</div>
</div>
<div v-if="periodStore.periods.length === 0" class="no-results">
<i class="pi pi-info-circle"></i>
<span>Nu sunt perioade disponibile</span>
</div>
</div>
</div>
</div>
</template>
<script>
import { ref, computed, onMounted, onUnmounted, watch, nextTick } from "vue";
import { useAccountingPeriodStore } from "../../stores/accountingPeriod";
import { useCompanyStore } from "../../stores/companies";
export default {
name: "PeriodSelectorMini",
emits: ["period-changed"],
setup(props, { emit }) {
const periodStore = useAccountingPeriodStore();
const companyStore = useCompanyStore();
const dropdown = ref(null);
const dropdownContainer = ref(null);
const dropdownOpen = ref(false);
const highlightedIndex = ref(-1);
const selectedPeriodDisplay = computed(() => {
return periodStore.selectedPeriod?.display_name || "Selectare perioada";
});
const isSelected = (period) => {
if (!periodStore.selectedPeriod) return false;
return (
period.an === periodStore.selectedPeriod.an &&
period.luna === periodStore.selectedPeriod.luna
);
};
const isHighlighted = (index) => {
return index === highlightedIndex.value;
};
const toggleDropdown = async () => {
if (!companyStore.selectedCompany) return;
dropdownOpen.value = !dropdownOpen.value;
if (dropdownOpen.value) {
highlightedIndex.value = -1;
}
};
const closeDropdown = () => {
dropdownOpen.value = false;
};
const selectPeriod = (period) => {
periodStore.setSelectedPeriod(period);
emit("period-changed", period);
closeDropdown();
};
const scrollToHighlighted = () => {
nextTick(() => {
const highlightedElement = document.querySelector(
".period-item.keyboard-highlighted"
);
if (highlightedElement) {
highlightedElement.scrollIntoView({
block: "nearest",
behavior: "smooth",
});
}
});
};
const handleKeyDown = (event) => {
if (!dropdownOpen.value || periodStore.periods.length === 0) return;
switch (event.key) {
case "ArrowDown":
event.preventDefault();
highlightedIndex.value =
(highlightedIndex.value + 1) % periodStore.periods.length;
scrollToHighlighted();
break;
case "ArrowUp":
event.preventDefault();
if (highlightedIndex.value <= 0) {
highlightedIndex.value = periodStore.periods.length - 1;
} else {
highlightedIndex.value--;
}
scrollToHighlighted();
break;
case "Enter":
event.preventDefault();
if (
highlightedIndex.value >= 0 &&
highlightedIndex.value < periodStore.periods.length
) {
selectPeriod(periodStore.periods[highlightedIndex.value]);
}
break;
case "Escape":
closeDropdown();
break;
}
};
const handleClickOutside = (event) => {
if (dropdown.value && !dropdown.value.contains(event.target)) {
closeDropdown();
}
};
// Watch for company changes - load periods and reset to latest
watch(
() => companyStore.selectedCompany,
async (newCompany) => {
if (newCompany) {
await periodStore.loadPeriods(newCompany.id_firma);
} else {
periodStore.reset();
}
},
{ immediate: true }
);
onMounted(() => {
document.addEventListener("click", handleClickOutside);
document.addEventListener("keydown", handleKeyDown);
});
onUnmounted(() => {
document.removeEventListener("click", handleClickOutside);
document.removeEventListener("keydown", handleKeyDown);
});
return {
periodStore,
companyStore,
dropdown,
dropdownContainer,
dropdownOpen,
highlightedIndex,
selectedPeriodDisplay,
isSelected,
isHighlighted,
toggleDropdown,
closeDropdown,
selectPeriod,
};
},
};
</script>
<style scoped>
.period-selector-mini {
position: relative;
max-width: 220px;
}
.period-dropdown {
position: relative;
}
.period-trigger {
display: flex;
align-items: center;
justify-content: space-between;
gap: var(--space-sm);
padding: var(--space-sm) var(--space-md);
background: var(--color-bg);
border: 1px solid var(--color-border);
border-radius: var(--radius-md);
cursor: pointer;
transition: all var(--transition-fast);
width: 100%;
text-align: left;
min-width: 200px;
}
.period-trigger:hover:not(:disabled) {
border-color: var(--color-primary);
background: var(--color-bg-secondary);
}
.period-trigger:disabled {
opacity: 0.6;
cursor: not-allowed;
}
.period-info {
flex: 1;
min-width: 0;
display: flex;
flex-direction: column;
}
.period-label {
font-size: var(--text-xs);
color: var(--color-text-secondary);
}
.period-name {
font-size: var(--text-sm);
font-weight: var(--font-medium);
color: var(--color-text);
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
.pi-chevron-down {
transition: transform var(--transition-fast);
color: var(--color-text-secondary);
font-size: var(--text-xs);
}
.rotate-180 {
transform: rotate(180deg);
}
.period-dropdown-panel {
position: absolute;
top: calc(100% + 4px);
left: 0;
right: 0;
background: var(--color-bg);
border: 1px solid var(--color-border);
border-radius: var(--radius-md);
box-shadow: var(--shadow-lg);
z-index: var(--z-dropdown);
max-height: 300px;
overflow: hidden;
opacity: 0;
transform: translateY(-10px);
transition: all var(--transition-fast);
}
.panel-open {
opacity: 1;
transform: translateY(0);
}
.period-list {
max-height: 280px;
overflow-y: auto;
}
.period-item {
display: flex;
align-items: center;
justify-content: space-between;
padding: var(--space-sm) var(--space-md);
cursor: pointer;
transition: background-color var(--transition-fast);
border-bottom: 1px solid var(--color-border-light);
}
.period-item:last-child {
border-bottom: none;
}
.period-item:hover {
background: var(--color-bg-secondary);
}
.period-item.active {
background: var(--color-primary);
color: var(--color-text-inverse);
}
.period-item.keyboard-highlighted {
background: var(--color-bg-secondary);
outline: 2px solid var(--color-primary);
outline-offset: -2px;
}
.period-item.active.keyboard-highlighted {
outline: 2px solid rgba(255, 255, 255, 0.5);
}
.period-details {
flex: 1;
font-size: var(--text-sm);
}
.period-selected-icon {
color: inherit;
font-size: var(--text-sm);
}
.no-results {
display: flex;
align-items: center;
justify-content: center;
gap: var(--space-sm);
padding: var(--space-xl);
color: var(--color-text-secondary);
font-size: var(--text-sm);
}
/* Mobile adjustments */
@media (max-width: 768px) {
.period-selector-mini {
max-width: none;
width: 100%;
}
.period-trigger {
min-width: auto;
}
.period-dropdown-panel {
left: -16px;
right: -16px;
width: calc(100% + 32px);
}
}
</style>

View File

@@ -499,6 +499,7 @@
import { ref, computed, watch, onMounted } from "vue";
import { useDashboardStore } from "../../../stores/dashboard";
import { useCompanyStore } from "../../../stores/companies";
import { useAccountingPeriodStore } from "../../../stores/accountingPeriod";
import { useToast } from "primevue/usetoast";
import Paginator from "primevue/paginator";
import * as XLSX from "xlsx";
@@ -519,6 +520,7 @@ const emit = defineEmits(["periodChanged"]);
// Stores
const dashboardStore = useDashboardStore();
const companyStore = useCompanyStore();
const periodStore = useAccountingPeriodStore();
const toast = useToast();
// State - Maturity Analysis
@@ -819,10 +821,15 @@ const loadMaturityData = async () => {
isLoading.value = true;
error.value = null;
const luna = periodStore.selectedPeriod?.luna || null;
const an = periodStore.selectedPeriod?.an || null;
try {
const response = await dashboardStore.loadMaturityData(
props.companyId,
selectedPeriod.value,
luna,
an,
);
if (response && response.success) {
@@ -854,12 +861,17 @@ const loadDetailedData = async () => {
// Calculate page number from firstRow
const page = Math.floor(firstRow.value / rowsPerPage.value) + 1;
const luna = periodStore.selectedPeriod?.luna || null;
const an = periodStore.selectedPeriod?.an || null;
const response = await dashboardStore.loadDetailedData(
selectedType.value,
companyStore.selectedCompany.id_firma,
page,
rowsPerPage.value,
searchTerm.value,
luna,
an,
);
detailedData.value = response.data;
expandedGroups.value.clear();
@@ -925,6 +937,21 @@ watch(
},
);
// Watch for accounting period changes - reload data when period changes
watch(
() => periodStore.selectedPeriod,
(newPeriod, oldPeriod) => {
if (newPeriod && (newPeriod.luna !== oldPeriod?.luna || newPeriod.an !== oldPeriod?.an)) {
console.log("Period changed in MaturityAndDetailsCard:", newPeriod);
loadMaturityData();
if (isDetailsExpanded.value) {
loadDetailedData();
}
}
},
{ deep: true }
);
// Watch for pagination changes
watch([firstRow, rowsPerPage], () => {
if (isDetailsExpanded.value && detailedData.value.length > 0) {

View File

@@ -19,8 +19,12 @@
</router-link>
</div>
<!-- Right side: Company + User -->
<!-- Right side: Period + Company + User -->
<div class="header-actions">
<PeriodSelectorMini
v-if="selectedCompany"
@period-changed="onPeriodChanged"
/>
<CompanySelectorMini
v-model="selectedCompany"
@company-changed="onCompanyChanged"
@@ -75,6 +79,7 @@
import { ref, computed } from "vue";
import { useRouter } from "vue-router";
import CompanySelectorMini from "../dashboard/CompanySelectorMini.vue";
import PeriodSelectorMini from "../dashboard/PeriodSelectorMini.vue";
import { useCompanyStore } from "../../stores/companies";
import { useAuthStore } from "../../stores/auth";
@@ -82,6 +87,7 @@ export default {
name: "DashboardHeader",
components: {
CompanySelectorMini,
PeriodSelectorMini,
},
props: {
menuOpen: {
@@ -89,7 +95,7 @@ export default {
default: false,
},
},
emits: ["menu-toggle", "company-changed"],
emits: ["menu-toggle", "company-changed", "period-changed"],
setup(props, { emit }) {
const router = useRouter();
const companiesStore = useCompanyStore();
@@ -120,6 +126,10 @@ export default {
emit("company-changed", company);
};
const onPeriodChanged = (period) => {
emit("period-changed", period);
};
const navigateToTelegram = async () => {
try {
closeUserMenu();
@@ -147,6 +157,7 @@ export default {
toggleUserMenu,
closeUserMenu,
onCompanyChanged,
onPeriodChanged,
navigateToTelegram,
handleLogout,
};

View File

@@ -0,0 +1,138 @@
import { defineStore } from "pinia";
import { ref, computed } from "vue";
import { apiService } from "../services/api";
import { useAuthStore } from "./auth";
import { useCompanyStore } from "./companies";
export const useAccountingPeriodStore = defineStore("accountingPeriod", () => {
// State
const periods = ref([]);
const selectedPeriod = ref(null);
const isLoading = ref(false);
const error = ref(null);
// Getters
const hasPeriods = computed(() => periods.value.length > 0);
const currentPeriod = computed(() => selectedPeriod.value);
// Computed date range for current period (first/last day of month)
const dateRange = computed(() => {
if (!selectedPeriod.value) return { dateFrom: null, dateTo: null };
const { an, luna } = selectedPeriod.value;
const firstDay = new Date(an, luna - 1, 1);
const lastDay = new Date(an, luna, 0);
return {
dateFrom: firstDay,
dateTo: lastDay,
};
});
// Actions
const loadPeriods = async (companyId) => {
if (!companyId) return { success: false };
isLoading.value = true;
error.value = null;
try {
const response = await apiService.get("/calendar/periods", {
params: { company: companyId },
});
periods.value = response.data.periods || [];
// Try to restore saved period or use most recent
const saved = initializeSelectedPeriod();
if (saved) {
const exists = periods.value.find(
(p) => p.an === saved.an && p.luna === saved.luna
);
if (exists) {
selectedPeriod.value = exists;
} else if (response.data.current_period) {
setSelectedPeriod(response.data.current_period);
}
} else if (response.data.current_period) {
setSelectedPeriod(response.data.current_period);
}
return { success: true };
} catch (err) {
error.value = err.response?.data?.detail || "Failed to load periods";
return { success: false, error: error.value };
} finally {
isLoading.value = false;
}
};
const setSelectedPeriod = (period) => {
selectedPeriod.value = period;
persistSelectedPeriod(period);
};
const resetToLatest = () => {
if (periods.value.length > 0) {
setSelectedPeriod(periods.value[0]);
}
};
const reset = () => {
periods.value = [];
selectedPeriod.value = null;
isLoading.value = false;
error.value = null;
};
// localStorage helpers
const getStorageKey = () => {
const authStore = useAuthStore();
const companyStore = useCompanyStore();
const username = authStore.user?.username;
const companyId = companyStore.selectedCompany?.id_firma;
if (!username || !companyId) return null;
return `selected_period_${username}_${companyId}`;
};
const initializeSelectedPeriod = () => {
const key = getStorageKey();
if (!key) return null;
const saved = localStorage.getItem(key);
if (saved) {
try {
return JSON.parse(saved);
} catch (e) {
localStorage.removeItem(key);
}
}
return null;
};
const persistSelectedPeriod = (period) => {
const key = getStorageKey();
if (key && period) {
localStorage.setItem(key, JSON.stringify(period));
}
};
return {
// State
periods,
selectedPeriod,
isLoading,
error,
// Getters
hasPeriods,
currentPeriod,
dateRange,
// Actions
loadPeriods,
setSelectedPeriod,
resetToLatest,
reset,
};
});

View File

@@ -21,14 +21,16 @@ export const useDashboardStore = defineStore("dashboard", () => {
// Cache pentru date
const dataCache = new Map();
const loadDashboardSummary = async (companyId) => {
const loadDashboardSummary = async (companyId, luna = null, an = null) => {
isLoading.value = true;
error.value = null;
try {
const response = await apiService.get("/dashboard/summary", {
params: { company: companyId },
});
const params = { company: companyId };
if (luna !== null) params.luna = luna;
if (an !== null) params.an = an;
const response = await apiService.get("/dashboard/summary", { params });
summary.value = response.data;
return { success: true };
} catch (err) {
@@ -44,21 +46,25 @@ export const useDashboardStore = defineStore("dashboard", () => {
companyId,
period = "12m",
chartType = "line",
luna = null,
an = null,
) => {
isLoading.value = true;
error.value = null;
try {
console.log(
`Loading trend data for company ${companyId}, period: ${period}`,
`Loading trend data for company ${companyId}, period: ${period}, luna: ${luna}, an: ${an}`,
);
const response = await apiService.get("/dashboard/trends", {
params: {
company: companyId,
period: period,
},
});
const params = {
company: companyId,
period: period,
};
if (luna !== null) params.luna = luna;
if (an !== null) params.an = an;
const response = await apiService.get("/dashboard/trends", { params });
// Validate response structure
if (!response.data) {
@@ -188,20 +194,24 @@ export const useDashboardStore = defineStore("dashboard", () => {
page = 1,
pageSize = 25,
search = "",
luna = null,
an = null,
) => {
isLoading.value = true;
error.value = null;
try {
const response = await apiService.get("/dashboard/detailed-data", {
params: {
company: companyId,
data_type: dataType,
page: page,
page_size: pageSize,
search: search,
},
});
const params = {
company: companyId,
data_type: dataType,
page: page,
page_size: pageSize,
search: search,
};
if (luna !== null) params.luna = luna;
if (an !== null) params.an = an;
const response = await apiService.get("/dashboard/detailed-data", { params });
// Store total for pagination
detailedDataTotal.value = response.data.total || 0;
@@ -417,8 +427,8 @@ export const useDashboardStore = defineStore("dashboard", () => {
}
};
const loadMaturityData = async (companyId, period = "7d") => {
const cacheKey = `maturity-${companyId}-${period}`;
const loadMaturityData = async (companyId, period = "7d", luna = null, an = null) => {
const cacheKey = `maturity-${companyId}-${period}-${luna}-${an}`;
if (dataCache.has(cacheKey)) {
maturityData.value[period] = dataCache.get(cacheKey);
@@ -426,9 +436,11 @@ export const useDashboardStore = defineStore("dashboard", () => {
}
try {
const response = await apiService.get("/dashboard/maturity", {
params: { company: companyId, period },
});
const params = { company: companyId, period };
if (luna !== null) params.luna = luna;
if (an !== null) params.an = an;
const response = await apiService.get("/dashboard/maturity", { params });
maturityData.value[period] = response.data;
dataCache.set(cacheKey, response.data);

View File

@@ -68,30 +68,6 @@
/>
</div>
</div>
<div class="form-col">
<div class="form-group">
<label class="form-label">Data Început</label>
<Calendar
v-model="filters.dateFrom"
dateFormat="dd/mm/yy"
placeholder="Selectați data"
class="w-full"
@date-select="handleFilterChange"
/>
</div>
</div>
<div class="form-col">
<div class="form-group">
<label class="form-label">Data Sfârșit</label>
<Calendar
v-model="filters.dateTo"
dateFormat="dd/mm/yy"
placeholder="Selectați data"
class="w-full"
@date-select="handleFilterChange"
/>
</div>
</div>
<div class="form-col">
<div class="form-group">
<label class="form-label">Căutare Partener</label>
@@ -287,12 +263,14 @@ import { ref, computed, onMounted, watch } from "vue";
import { useToast } from "primevue/usetoast";
import { useTreasuryStore } from "../stores/treasury";
import { useCompanyStore } from "../stores/companies";
import { useAccountingPeriodStore } from "../stores/accountingPeriod";
import { format } from "date-fns";
import { exportToExcel, exportBankCashRegisterPDF } from "../utils/exportUtils";
const toast = useToast();
const treasuryStore = useTreasuryStore();
const companyStore = useCompanyStore();
const periodStore = useAccountingPeriodStore();
// State for company selection
const selectedCompanyId = ref(companyStore.selectedCompany?.id_firma || null);
@@ -307,8 +285,6 @@ const registerTypeOptions = [
const filters = ref({
registerType: "BANCA_LEI", // Default: Registrul de Banca Lei
dateFrom: null,
dateTo: null,
partnerName: "",
bankAccount: null, // Filter for specific bank/cash account
});
@@ -400,25 +376,8 @@ const contColumnHeader = computed(() => {
// Accounting period text for PDF export
const accountingPeriodText = computed(() => {
const months = [
"Ianuarie",
"Februarie",
"Martie",
"Aprilie",
"Mai",
"Iunie",
"Iulie",
"August",
"Septembrie",
"Octombrie",
"Noiembrie",
"Decembrie",
];
const luna = treasuryStore.accountingPeriod.luna;
const an = treasuryStore.accountingPeriod.an;
if (!luna || !an) return "";
const monthName = months[luna - 1] || "";
return `${monthName} ${an}`;
// Use the global period store
return periodStore.selectedPeriod?.display_name || "";
});
// Helper to remove diacritics from text
@@ -504,8 +463,6 @@ const onPage = async (event) => {
const resetFilters = async () => {
filters.value = {
registerType: "BANCA_LEI", // Reset la default: Registrul de Banca Lei
dateFrom: null,
dateTo: null,
partnerName: "",
bankAccount: null, // Reset bank account filter
};
@@ -559,12 +516,18 @@ const refreshData = async () => {
// Fetch ALL data for export (not just current page)
const fetchAllData = async () => {
if (!companyStore.selectedCompany) return [];
if (!periodStore.selectedPeriod) return [];
try {
// Get luna/an from period store
const { luna, an } = periodStore.selectedPeriod;
const params = {
company: companyStore.selectedCompany.id_firma,
page: 1,
page_size: 999999, // Get all data
luna: luna,
an: an,
};
// Add register_type filter
@@ -572,25 +535,6 @@ const fetchAllData = async () => {
params.register_type = filters.value.registerType;
}
// Add optional filters (use LOCAL date, not UTC)
if (filters.value.dateFrom) {
const year = filters.value.dateFrom.getFullYear();
const month = String(filters.value.dateFrom.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateFrom.getDate()).padStart(2, "0");
params.date_from = `${year}-${month}-${day}`;
}
if (filters.value.dateTo) {
const year = filters.value.dateTo.getFullYear();
const month = String(filters.value.dateTo.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateTo.getDate()).padStart(2, "0");
params.date_to = `${year}-${month}-${day}`;
}
if (filters.value.partnerName) {
params.partner_name = filters.value.partnerName;
}
@@ -756,33 +700,22 @@ const exportPDF = async () => {
const loadData = async () => {
if (!companyStore.selectedCompany) return;
if (!periodStore.selectedPeriod) return; // Wait for period to be loaded
treasuryStore.setPagination(pagination.value);
// Build filter params - use LOCAL dates, not UTC
// Get luna/an from period store
const { luna, an } = periodStore.selectedPeriod;
// Build filter params with luna/an instead of date_from/date_to
const filterParams = {
partner_name: filters.value.partnerName || undefined,
register_type: filters.value.registerType || undefined,
bank_account: filters.value.bankAccount || undefined,
luna: luna,
an: an,
};
// Format dates properly using local time
if (filters.value.dateFrom) {
const year = filters.value.dateFrom.getFullYear();
const month = String(filters.value.dateFrom.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateFrom.getDate()).padStart(2, "0");
filterParams.date_from = `${year}-${month}-${day}`;
}
if (filters.value.dateTo) {
const year = filters.value.dateTo.getFullYear();
const month = String(filters.value.dateTo.getMonth() + 1).padStart(2, "0");
const day = String(filters.value.dateTo.getDate()).padStart(2, "0");
filterParams.date_to = `${year}-${month}-${day}`;
}
await treasuryStore.loadBankCashRegister(
companyStore.selectedCompany.id_firma,
filterParams,
@@ -795,23 +728,34 @@ onMounted(async () => {
await companyStore.loadCompanies();
}
// Load data if company is selected
// Load bank accounts for initial register type if company is selected
if (companyStore.selectedCompany) {
// Load bank accounts for initial register type
await loadBankAccounts();
await loadData();
}
// Don't load data here - let period watch handle it with immediate: true
});
// Watch for company changes - CRITICAL FIX
// Watch for company changes
watch(
() => companyStore.selectedCompany,
async (newCompany) => {
if (newCompany) {
if (newCompany && periodStore.selectedPeriod) {
await loadBankAccounts();
await loadData();
}
},
);
// Watch for period changes - reload data when period changes
watch(
() => periodStore.selectedPeriod,
async (newPeriod) => {
if (newPeriod && companyStore.selectedCompany) {
await loadData();
}
},
{ immediate: true },
);
</script>
<style scoped>

View File

@@ -96,6 +96,7 @@ import FurnizoriBalanceCard from "../components/dashboard/cards/FurnizoriBalance
import TreasuryDualCard from "../components/dashboard/cards/TreasuryDualCard.vue";
import { useCompanyStore } from "../stores/companies";
import { useDashboardStore } from "../stores/dashboard";
import { useAccountingPeriodStore } from "../stores/accountingPeriod";
import { apiService } from "../services/api";
import {
exportToExcel,
@@ -106,6 +107,7 @@ import {
const toast = useToast();
const companyStore = useCompanyStore();
const dashboardStore = useDashboardStore();
const periodStore = useAccountingPeriodStore();
// State
const filteredCompanies = ref([]);
@@ -423,19 +425,22 @@ const bancaPreviousSparkline = computed(() => {
// Detectare mobile
const isMobile = computed(() => window.innerWidth < 768);
// Computed property pentru luna curentă Oracle formatată în română
// Computed property pentru luna curentă - folosește perioada din period selector
const currentMonthLabel = computed(() => {
if (!dashboardStore.currentPeriod) {
return "Se încarcă...";
// Prioritate: period selector > dashboard current period > loading
if (periodStore.selectedPeriod) {
const { an, luna } = periodStore.selectedPeriod;
const date = new Date(an, luna - 1, 1);
return date.toLocaleDateString("ro-RO", { month: "long", year: "numeric" });
}
const { year, month } = dashboardStore.currentPeriod;
if (dashboardStore.currentPeriod) {
const { year, month } = dashboardStore.currentPeriod;
const date = new Date(year, month - 1, 1);
return date.toLocaleDateString("ro-RO", { month: "long", year: "numeric" });
}
// Crează un obiect Date pentru a formata luna în română
const date = new Date(year, month - 1, 1);
// Formatează luna în română: "Octombrie 2025"
return date.toLocaleDateString("ro-RO", { month: "long", year: "numeric" });
return "Se încarcă...";
});
// Methods
@@ -474,15 +479,21 @@ const loadTrendData = async () => {
return;
}
const luna = periodStore.selectedPeriod?.luna || null;
const an = periodStore.selectedPeriod?.an || null;
console.log(
"Loading trend data for company:",
companyStore.selectedCompany.id_firma,
"luna:", luna, "an:", an,
);
const result = await dashboardStore.loadTrendData(
companyStore.selectedCompany.id_firma,
selectedPeriod.value,
selectedChartType.value,
luna,
an,
);
if (result.success) {
@@ -688,13 +699,18 @@ const handleCompanySelect = async (event) => {
};
// Fixed: Changed company_id to company parameter
// Updated: Added luna/an from period selector
const loadMonthlyFlows = async () => {
if (!companyStore.selectedCompany) return;
try {
const response = await apiService.get("/dashboard/monthly-flows", {
params: { company: companyStore.selectedCompany.id_firma },
});
const params = { company: companyStore.selectedCompany.id_firma };
if (periodStore.selectedPeriod) {
params.luna = periodStore.selectedPeriod.luna;
params.an = periodStore.selectedPeriod.an;
}
const response = await apiService.get("/dashboard/monthly-flows", { params });
monthlyInflows.value = response.data.inflows || 0;
monthlyOutflows.value = response.data.outflows || 0;
} catch (error) {
@@ -706,9 +722,13 @@ const loadTreasuryBreakdown = async () => {
if (!companyStore.selectedCompany) return;
try {
const response = await apiService.get("/dashboard/treasury-breakdown", {
params: { company: companyStore.selectedCompany.id_firma },
});
const params = { company: companyStore.selectedCompany.id_firma };
if (periodStore.selectedPeriod) {
params.luna = periodStore.selectedPeriod.luna;
params.an = periodStore.selectedPeriod.an;
}
const response = await apiService.get("/dashboard/treasury-breakdown", { params });
treasuryData.value = response.data;
} catch (error) {
console.error("Failed to load treasury breakdown:", error);
@@ -719,9 +739,13 @@ const loadNetBalanceBreakdown = async () => {
if (!companyStore.selectedCompany) return;
try {
const response = await apiService.get("/dashboard/net-balance-breakdown", {
params: { company: companyStore.selectedCompany.id_firma },
});
const params = { company: companyStore.selectedCompany.id_firma };
if (periodStore.selectedPeriod) {
params.luna = periodStore.selectedPeriod.luna;
params.an = periodStore.selectedPeriod.an;
}
const response = await apiService.get("/dashboard/net-balance-breakdown", { params });
// Folosește direct datele structurate de la backend
netBalanceData.value = {
@@ -755,10 +779,15 @@ const loadDashboardData = async () => {
if (!companyStore.selectedCompany) return;
isLoading.value = true;
const luna = periodStore.selectedPeriod?.luna || null;
const an = periodStore.selectedPeriod?.an || null;
try {
await Promise.all([
dashboardStore.loadDashboardSummary(
companyStore.selectedCompany.id_firma,
luna,
an,
),
dashboardStore.loadCurrentPeriod(companyStore.selectedCompany.id_firma),
loadTrendData(),
@@ -807,6 +836,20 @@ watch(
},
);
// Watch for period selector changes - reload dashboard when period changes
watch(
() => periodStore.selectedPeriod,
async (newPeriod, oldPeriod) => {
// Only reload if period actually changed and we have a company selected
if (companyStore.selectedCompany && newPeriod &&
(newPeriod.luna !== oldPeriod?.luna || newPeriod.an !== oldPeriod?.an)) {
console.log("Period changed, reloading dashboard:", newPeriod);
await loadDashboardData();
}
},
{ deep: true }
);
// Lifecycle
onMounted(async () => {
// Load companies first

View File

@@ -69,33 +69,6 @@
</div>
</div>
<!-- Date Range -->
<div class="form-col">
<div class="form-group">
<label class="form-label">Data De</label>
<Calendar
v-model="filters.dateFrom"
date-format="dd/mm/yy"
placeholder="Selectați data"
class="w-full"
@date-select="handleFilterChange"
/>
</div>
</div>
<div class="form-col">
<div class="form-group">
<label class="form-label">Data Până</label>
<Calendar
v-model="filters.dateTo"
date-format="dd/mm/yy"
placeholder="Selectați data"
class="w-full"
@date-select="handleFilterChange"
/>
</div>
</div>
<!-- Search -->
<div class="form-col">
<div class="form-group">
@@ -273,6 +246,7 @@ import { ref, computed, onMounted, watch } from "vue";
import { useToast } from "primevue/usetoast";
import { useCompanyStore } from "../stores/companies";
import { useInvoicesStore } from "../stores/invoices";
import { useAccountingPeriodStore } from "../stores/accountingPeriod";
import { format } from "date-fns";
import { ro } from "date-fns/locale";
import { exportToExcel, exportToPDF } from "../utils/exportUtils";
@@ -280,6 +254,7 @@ import { exportToExcel, exportToPDF } from "../utils/exportUtils";
const toast = useToast();
const companyStore = useCompanyStore();
const invoicesStore = useInvoicesStore();
const periodStore = useAccountingPeriodStore();
// State
const selectedCompanyId = ref(companyStore.selectedCompany?.id_firma || null);
@@ -287,8 +262,6 @@ const selectedCompanyId = ref(companyStore.selectedCompany?.id_firma || null);
const filters = ref({
type: "CLIENTI",
paymentStatus: "neachitate", // Default to unpaid invoices
dateFrom: null,
dateTo: null,
searchTerm: "",
cont: "",
});
@@ -306,25 +279,8 @@ const totalSold = computed(() => {
});
const accountingPeriodText = computed(() => {
const months = [
"Ianuarie",
"Februarie",
"Martie",
"Aprilie",
"Mai",
"Iunie",
"Iulie",
"August",
"Septembrie",
"Octombrie",
"Noiembrie",
"Decembrie",
];
const luna = invoicesStore.accountingPeriod.luna;
const an = invoicesStore.accountingPeriod.an;
if (!luna || !an) return "";
const monthName = months[luna - 1] || "";
return `${monthName} ${an}`;
// Use the global period store
return periodStore.selectedPeriod?.display_name || "";
});
// Options
@@ -394,8 +350,6 @@ const clearFilters = async () => {
filters.value = {
type: "CLIENTI",
paymentStatus: "neachitate",
dateFrom: null,
dateTo: null,
searchTerm: "",
cont: "",
};
@@ -415,40 +369,27 @@ const refreshData = async () => {
const loadInvoices = async () => {
if (!companyStore.selectedCompany) return;
if (!periodStore.selectedPeriod) return; // Wait for period to be loaded
try {
// Set filters in store FIRST
invoicesStore.setFilters(filters.value);
invoicesStore.setPagination(pagination.value);
// Use luna/an from period store directly
const { luna, an } = periodStore.selectedPeriod;
const params = {
partner_type: filters.value.type, // FIX: Add partner_type filter
partner_type: filters.value.type,
page: pagination.value.page,
page_size: pagination.value.rows,
only_unpaid: filters.value.paymentStatus === "neachitate", // Use filter value
only_unpaid: filters.value.paymentStatus === "neachitate",
luna: luna,
an: an,
};
// Add optional filters (use LOCAL date, not UTC)
if (filters.value.dateFrom) {
const year = filters.value.dateFrom.getFullYear();
const month = String(filters.value.dateFrom.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateFrom.getDate()).padStart(2, "0");
params.date_from = `${year}-${month}-${day}`;
}
if (filters.value.dateTo) {
const year = filters.value.dateTo.getFullYear();
const month = String(filters.value.dateTo.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateTo.getDate()).padStart(2, "0");
params.date_to = `${year}-${month}-${day}`;
}
if (filters.value.searchTerm) {
params.partner_name = filters.value.searchTerm; // FIX: Use partner_name not search
params.partner_name = filters.value.searchTerm;
}
if (filters.value.cont) {
params.cont = filters.value.cont;
@@ -484,37 +425,24 @@ const onSort = async (event) => {
// Export methods - Fetch ALL data (not just current page)
const fetchAllInvoicesData = async () => {
if (!companyStore.selectedCompany) return [];
if (!periodStore.selectedPeriod) return [];
try {
// Use luna/an from period store
const { luna, an } = periodStore.selectedPeriod;
const params = {
company: companyStore.selectedCompany.id_firma,
partner_type: filters.value.type, // FIX: Correctly pass partner_type
partner_type: filters.value.type,
page: 1,
page_size: 999999, // Get all data
only_unpaid: filters.value.paymentStatus === "neachitate", // Use filter value for export
only_unpaid: filters.value.paymentStatus === "neachitate",
luna: luna,
an: an,
};
// Add optional filters (use LOCAL date, not UTC)
if (filters.value.dateFrom) {
const year = filters.value.dateFrom.getFullYear();
const month = String(filters.value.dateFrom.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateFrom.getDate()).padStart(2, "0");
params.date_from = `${year}-${month}-${day}`;
}
if (filters.value.dateTo) {
const year = filters.value.dateTo.getFullYear();
const month = String(filters.value.dateTo.getMonth() + 1).padStart(
2,
"0",
);
const day = String(filters.value.dateTo.getDate()).padStart(2, "0");
params.date_to = `${year}-${month}-${day}`;
}
if (filters.value.searchTerm) {
params.partner_name = filters.value.searchTerm; // FIX: Use partner_name not search
params.partner_name = filters.value.searchTerm;
}
if (filters.value.cont) {
params.cont = filters.value.cont;
@@ -710,22 +638,29 @@ onMounted(async () => {
if (!companyStore.hasCompanies) {
await companyStore.loadCompanies();
}
// Load invoices if company is selected
if (companyStore.selectedCompany) {
await loadInvoices();
}
// Don't load here - let period watch handle it with immediate: true
});
// Watch for company changes
watch(
() => companyStore.selectedCompany,
async (newCompany) => {
if (newCompany) {
if (newCompany && periodStore.selectedPeriod) {
await loadInvoices();
}
},
);
// Watch for period changes - reload data when period changes
watch(
() => periodStore.selectedPeriod,
async (newPeriod) => {
if (newPeriod && companyStore.selectedCompany) {
await loadInvoices();
}
},
{ immediate: true },
);
</script>
<style scoped>

View File

@@ -238,11 +238,13 @@ import { ref, computed, onMounted, watch } from "vue";
import { useToast } from "primevue/usetoast";
import { useCompanyStore } from "../stores/companies";
import { useTrialBalanceStore } from "../stores/trialBalance";
import { useAccountingPeriodStore } from "../stores/accountingPeriod";
import { exportToExcel, exportToPDF } from "../utils/exportUtils";
const toast = useToast();
const companyStore = useCompanyStore();
const trialBalanceStore = useTrialBalanceStore();
const periodStore = useAccountingPeriodStore();
// State
const selectedCompanyId = ref(companyStore.selectedCompany?.id_firma || null);
@@ -254,22 +256,8 @@ const localFilters = ref({
// Computed
const currentPeriodText = computed(() => {
const months = [
"Ianuarie",
"Februarie",
"Martie",
"Aprilie",
"Mai",
"Iunie",
"Iulie",
"August",
"Septembrie",
"Octombrie",
"Noiembrie",
"Decembrie",
];
const monthName = months[trialBalanceStore.filters.luna - 1] || "";
return `${monthName} ${trialBalanceStore.filters.an}`;
// Use the global period store
return periodStore.selectedPeriod?.display_name || "";
});
// Methods
@@ -599,6 +587,14 @@ onMounted(async () => {
await companyStore.loadCompanies();
}
// FIX: Sync period from global periodStore BEFORE loading data
// This ensures Trial Balance shows the correct period when navigating
// from other views (e.g., Invoices with November selected)
if (periodStore.selectedPeriod) {
trialBalanceStore.filters.luna = periodStore.selectedPeriod.luna;
trialBalanceStore.filters.an = periodStore.selectedPeriod.an;
}
// Load trial balance if company is selected
if (companyStore.selectedCompany) {
await loadTrialBalance();
@@ -614,6 +610,20 @@ watch(
}
},
);
// Watch for period changes - sync luna/an with trial balance store
watch(
() => periodStore.selectedPeriod,
async (newPeriod) => {
if (newPeriod && companyStore.selectedCompany) {
await trialBalanceStore.changePeriod(
newPeriod.luna,
newPeriod.an,
companyStore.selectedCompany.id_firma
);
}
},
);
</script>
<style scoped>