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feat: Add accounting period selector for all views

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- 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:
Marius Mutu
2025-12-09 12:14:35 +02:00
parent 3c0ab51f87
commit c75e896a84
22 changed files with 1162 additions and 425 deletions
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60
reports-app/backend/app/services/invoice_service.py
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"