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feat: Add totals from all filtered records to invoices, treasury, and trial balance

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Previously, totals were computed client-side from only the current page data,
which gave incorrect results when paginating. Now the backend calculates totals
across ALL filtered records and returns them in the API response.

- Invoice: Add total_sold_all field for sum of all filtered invoice balances
- Treasury: Add sold_precedent_all, total_incasari_all, total_plati_all, sold_final_all
- Trial Balance: Add 6-column totals (debit/credit for each balance type)
- Frontend stores and views updated to use backend totals

🤖 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 15:45:24 +02:00
parent c75e896a84
commit de24a79db5
12 changed files with 248 additions and 76 deletions
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59
reports-app/backend/app/services/treasury_service.py
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@@ -253,6 +253,58 @@ class TreasuryService:
cursor.execute(count_plsql, count_params)
total_count = total_count_var.getvalue()
# Query pentru TOTALURI din TOATE înregistrările filtrate (nu doar pagina curentă)
# sold_precedent = suma sold pentru rânduri cu dataact IS NULL
# total_incasari = suma incasari pentru rânduri cu dataact IS NOT NULL
# total_plati = suma plati pentru rânduri cu dataact IS NOT NULL
totals_plsql = f"""
DECLARE
v_an NUMBER;
v_luna NUMBER;
BEGIN
-- Obține anul și luna din parametri sau calendar
{period_select}
{schema}.PACK_SESIUNE.SETAN(v_an);
{schema}.PACK_SESIUNE.SETLUNA(v_luna);
-- Sold precedent: suma sold pentru rânduri fără dată (opening balance)
SELECT NVL(SUM(sold), 0) INTO :sold_precedent_all
FROM ({base_select}) sub{where_clause}
WHERE dataact IS NULL;
-- Total încasări: suma incasari pentru rânduri cu dată (transactions)
SELECT NVL(SUM(incasari), 0) INTO :total_incasari_all
FROM ({base_select}) sub{where_clause}
WHERE dataact IS NOT NULL;
-- Total plăți: suma plati pentru rânduri cu dată (transactions)
SELECT NVL(SUM(plati), 0) INTO :total_plati_all
FROM ({base_select}) sub{where_clause}
WHERE dataact IS NOT NULL;
END;
"""
sold_precedent_all_var = cursor.var(oracledb.NUMBER)
total_incasari_all_var = cursor.var(oracledb.NUMBER)
total_plati_all_var = cursor.var(oracledb.NUMBER)
totals_params = {
'sold_precedent_all': sold_precedent_all_var,
'total_incasari_all': total_incasari_all_var,
'total_plati_all': total_plati_all_var
}
if use_param_period:
totals_params['param_an'] = filter_params.an
totals_params['param_luna'] = filter_params.luna
cursor.execute(totals_plsql, totals_params)
sold_precedent_all = Decimal(str(sold_precedent_all_var.getvalue() or 0))
total_incasari_all = Decimal(str(total_incasari_all_var.getvalue() or 0))
total_plati_all = Decimal(str(total_plati_all_var.getvalue() or 0))
sold_final_all = sold_precedent_all + total_incasari_all - total_plati_all
# Procesare rezultate
registers = []
total_incasari = Decimal('0.00')
@@ -288,7 +340,12 @@ class TreasuryService:
page=filter_params.page,
page_size=filter_params.page_size,
has_more=len(registers) == filter_params.page_size,
accounting_period=AccountingPeriod(an=accounting_year, luna=accounting_month)
accounting_period=AccountingPeriod(an=accounting_year, luna=accounting_month),
# Totaluri din TOATE înregistrările filtrate
sold_precedent_all=sold_precedent_all,
total_incasari_all=total_incasari_all,
total_plati_all=total_plati_all,
sold_final_all=sold_final_all
)
@staticmethod