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

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>

reports-app/backend/app/models/invoice.py

@@ -64,6 +64,8 @@ class InvoiceListResponse(BaseModel):
     page_size: int
     has_more: bool
     accounting_period: Optional[dict] = Field(default=None, description="Perioada contabilă (an, luna)")
+    # Total sold din TOATE facturile filtrate (nu doar pagina curentă)
+    total_sold_all: Decimal = Field(default=Decimal('0.00'), description="Total sold din toate facturile filtrate")
 
 class InvoiceSummary(BaseModel):
     """Rezumat pentru facturi - pentru dashboard"""

reports-app/backend/app/models/treasury.py

@@ -44,4 +44,9 @@ class RegisterListResponse(BaseModel):
     page: int
     page_size: int
     has_more: bool
-    accounting_period: Optional[AccountingPeriod] = None
+    accounting_period: Optional[AccountingPeriod] = None
+    # Totaluri din TOATE înregistrările filtrate (nu doar pagina curentă)
+    sold_precedent_all: Decimal = Decimal('0.00')
+    total_incasari_all: Decimal = Decimal('0.00')
+    total_plati_all: Decimal = Decimal('0.00')
+    sold_final_all: Decimal = Decimal('0.00')

reports-app/backend/app/models/trial_balance.py

@@ -49,6 +49,18 @@ class TrialBalancePagination(BaseModel):
     page_size: int = Field(description="Items per page")
 
 
+class TrialBalanceTotals(BaseModel):
+    """
+    Totals for all 6 columns from all filtered records (not just current page)
+    """
+    total_sold_precedent_debit: Decimal = Decimal('0.00')
+    total_sold_precedent_credit: Decimal = Decimal('0.00')
+    total_rulaj_lunar_debit: Decimal = Decimal('0.00')
+    total_rulaj_lunar_credit: Decimal = Decimal('0.00')
+    total_sold_final_debit: Decimal = Decimal('0.00')
+    total_sold_final_credit: Decimal = Decimal('0.00')
+
+
 class TrialBalanceResponse(BaseModel):
     """
     Complete response for trial balance endpoint

reports-app/backend/app/services/invoice_service.py

@@ -142,7 +142,16 @@ class InvoiceService:
                 count_query = f"SELECT COUNT(*) FROM ({base_query})"
                 cursor.execute(count_query, params)
                 total_count = cursor.fetchone()[0]
-                
+
+                # Query pentru TOTAL SOLD din TOATE facturile filtrate (nu doar pagina curentă)
+                total_sold_query = f"""
+                    SELECT NVL(SUM(sold), 0) as total_sold
+                    FROM ({base_query})
+                """
+                cursor.execute(total_sold_query, params)
+                total_sold_result = cursor.fetchone()
+                total_sold_all = Decimal(str(total_sold_result[0])) if total_sold_result else Decimal('0.00')
+
                 # Get accounting period - use params if provided, else from calendar
                 if use_param_period:
                     accounting_period = {
@@ -226,7 +235,9 @@ class InvoiceService:
                     page=filter_params.page,
                     page_size=filter_params.page_size,
                     has_more=len(invoices) == filter_params.page_size,
-                    accounting_period=accounting_period
+                    accounting_period=accounting_period,
+                    # Total sold din TOATE facturile filtrate
+                    total_sold_all=total_sold_all
                 )
     
     @staticmethod

reports-app/backend/app/services/treasury_service.py

@@ -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

reports-app/backend/app/services/trial_balance_service.py

@@ -135,6 +135,29 @@ class TrialBalanceService:
                 cursor.execute(count_query, params)
                 total_count = cursor.fetchone()[0]
 
+                # Query pentru TOTALURI din TOATE înregistrările filtrate (nu doar pagina curentă)
+                totals_query = f"""
+                    SELECT
+                        NVL(SUM(PRECDEB), 0) as total_prec_deb,
+                        NVL(SUM(PRECCRED), 0) as total_prec_cred,
+                        NVL(SUM(RULDEB), 0) as total_rul_deb,
+                        NVL(SUM(RULCRED), 0) as total_rul_cred,
+                        NVL(SUM(SOLDDEB), 0) as total_sold_deb,
+                        NVL(SUM(SOLDCRED), 0) as total_sold_cred
+                    FROM ({base_query})
+                """
+                cursor.execute(totals_query, params)
+                totals_row = cursor.fetchone()
+
+                totals = {
+                    "total_sold_precedent_debit": Decimal(str(totals_row[0])) if totals_row else Decimal('0.00'),
+                    "total_sold_precedent_credit": Decimal(str(totals_row[1])) if totals_row else Decimal('0.00'),
+                    "total_rulaj_lunar_debit": Decimal(str(totals_row[2])) if totals_row else Decimal('0.00'),
+                    "total_rulaj_lunar_credit": Decimal(str(totals_row[3])) if totals_row else Decimal('0.00'),
+                    "total_sold_final_debit": Decimal(str(totals_row[4])) if totals_row else Decimal('0.00'),
+                    "total_sold_final_credit": Decimal(str(totals_row[5])) if totals_row else Decimal('0.00')
+                }
+
                 # Add sorting
                 base_query += f" ORDER BY {sort_by.upper()} {sort_order.upper()}"
 
@@ -189,5 +212,7 @@ class TrialBalanceService:
                         "an": an,
                         "cont_filter": cont_filter,
                         "denumire_filter": denumire_filter
-                    }
+                    },
+                    # Totaluri din TOATE înregistrările filtrate (nu doar pagina curentă)
+                    "totals": totals
                 }

reports-app/frontend/src/stores/invoices.js

@@ -8,6 +8,8 @@ export const useInvoicesStore = defineStore("invoices", () => {
   const isLoading = ref(false);
   const error = ref(null);
   const accountingPeriod = ref({ an: null, luna: null });
+  // Total sold din TOATE facturile filtrate (nu doar pagina curentă)
+  const totalSoldAll = ref(0);
   const filters = ref({
     company: null,
     type: "CLIENTI", // CLIENTI or FURNIZORI
@@ -106,6 +108,9 @@ export const useInvoicesStore = defineStore("invoices", () => {
       invoices.value = response.data.invoices || [];
       pagination.value.totalRecords = response.data.total_count || 0;
 
+      // Store total sold from ALL filtered invoices (not just current page)
+      totalSoldAll.value = response.data.total_sold_all || 0;
+
       // Store accounting period if available
       if (response.data.accounting_period) {
         accountingPeriod.value = response.data.accounting_period;
@@ -152,6 +157,7 @@ export const useInvoicesStore = defineStore("invoices", () => {
     isLoading.value = false;
     error.value = null;
     accountingPeriod.value = { an: null, luna: null };
+    totalSoldAll.value = 0;
     clearFilters();
     pagination.value = {
       page: 1,
@@ -170,6 +176,7 @@ export const useInvoicesStore = defineStore("invoices", () => {
     isLoading,
     error,
     accountingPeriod,
+    totalSoldAll,
     filters,
     pagination,
 

reports-app/frontend/src/stores/treasury.js

@@ -14,6 +14,11 @@ export const useTreasuryStore = defineStore("treasury", () => {
   const totals = ref({
     total_incasari: 0,
     total_plati: 0,
+    // Totaluri din TOATE înregistrările filtrate (nu doar pagina curentă)
+    sold_precedent_all: 0,
+    total_incasari_all: 0,
+    total_plati_all: 0,
+    sold_final_all: 0,
   });
   const accountingPeriod = ref({ an: null, luna: null });
 
@@ -38,6 +43,11 @@ export const useTreasuryStore = defineStore("treasury", () => {
       totals.value = {
         total_incasari: response.data.total_incasari,
         total_plati: response.data.total_plati,
+        // Totaluri din TOATE înregistrările filtrate (nu doar pagina curentă)
+        sold_precedent_all: response.data.sold_precedent_all || 0,
+        total_incasari_all: response.data.total_incasari_all || 0,
+        total_plati_all: response.data.total_plati_all || 0,
+        sold_final_all: response.data.sold_final_all || 0,
       };
 
       // Store accounting period if available

reports-app/frontend/src/stores/trialBalance.js

@@ -11,6 +11,16 @@ export const useTrialBalanceStore = defineStore("trialBalance", () => {
   const isLoading = ref(false);
   const error = ref(null);
 
+  // Totaluri din TOATE înregistrările filtrate (nu doar pagina curentă)
+  const totals = ref({
+    total_sold_precedent_debit: 0,
+    total_sold_precedent_credit: 0,
+    total_rulaj_lunar_debit: 0,
+    total_rulaj_lunar_credit: 0,
+    total_sold_final_debit: 0,
+    total_sold_final_credit: 0,
+  });
+
   const filters = ref({
     luna: new Date().getMonth() + 1, // Current month (1-12)
     an: new Date().getFullYear(), // Current year
@@ -83,6 +93,11 @@ export const useTrialBalanceStore = defineStore("trialBalance", () => {
           totalPages: paginationData.total_pages,
         };
 
+        // Store totals from ALL filtered records (not just current page)
+        if (response.data.data.totals) {
+          totals.value = response.data.data.totals;
+        }
+
         return { success: true };
       } else {
         throw new Error("Invalid response format");
@@ -146,6 +161,14 @@ export const useTrialBalanceStore = defineStore("trialBalance", () => {
     trialBalanceData.value = [];
     isLoading.value = false;
     error.value = null;
+    totals.value = {
+      total_sold_precedent_debit: 0,
+      total_sold_precedent_credit: 0,
+      total_rulaj_lunar_debit: 0,
+      total_rulaj_lunar_credit: 0,
+      total_sold_final_debit: 0,
+      total_sold_final_credit: 0,
+    };
     filters.value = {
       luna: new Date().getMonth() + 1,
       an: new Date().getFullYear(),
@@ -169,6 +192,7 @@ export const useTrialBalanceStore = defineStore("trialBalance", () => {
     trialBalanceData,
     isLoading,
     error,
+    totals,
     filters,
     pagination,
     sorting,

reports-app/frontend/src/views/BankCashRegisterView.vue

@@ -115,33 +115,34 @@
       </Card>
 
       <!-- Summary Stats - Compact, right aligned -->
+      <!-- Folosește totaluri din TOATE înregistrările (backend) nu doar pagina curentă -->
       <div v-if="companyStore.selectedCompany" class="summary-stats-inline">
         <div class="stat-item">
           <span class="stat-label">Sold Precedent:</span>
           <span
             class="stat-value"
-            :class="computedTotals.soldPrecedent >= 0 ? 'incasari' : 'plati'"
+            :class="treasuryStore.totals.sold_precedent_all >= 0 ? 'incasari' : 'plati'"
-            >{{ formatCurrency(computedTotals.soldPrecedent) }}</span
+            >{{ formatCurrency(treasuryStore.totals.sold_precedent_all) }}</span
           >
         </div>
         <div class="stat-item">
           <span class="stat-label">Încasări:</span>
           <span class="stat-value incasari">{{
-            formatCurrency(computedTotals.incasari)
+            formatCurrency(treasuryStore.totals.total_incasari_all)
           }}</span>
         </div>
         <div class="stat-item">
           <span class="stat-label">Plăți:</span>
           <span class="stat-value plati">{{
-            formatCurrency(computedTotals.plati)
+            formatCurrency(treasuryStore.totals.total_plati_all)
           }}</span>
         </div>
         <div class="stat-item">
           <span class="stat-label">Sold Final:</span>
           <span
             class="stat-value"
-            :class="computedTotals.soldFinal >= 0 ? 'incasari' : 'plati'"
+            :class="treasuryStore.totals.sold_final_all >= 0 ? 'incasari' : 'plati'"
-            >{{ formatCurrency(computedTotals.soldFinal) }}</span
+            >{{ formatCurrency(treasuryStore.totals.sold_final_all) }}</span
           >
         </div>
       </div>
@@ -325,34 +326,6 @@ const truncateText = (text, maxLength = 100) => {
   return text.substring(0, maxLength) + "...";
 };
 
-// Computed totals - separate sold precedent from actual transactions
-// Rows with dataact = null are opening balances (sold precedent)
-const computedTotals = computed(() => {
-  let soldPrecedent = 0;
-  let incasari = 0;
-  let plati = 0;
-
-  treasuryStore.registers.forEach((row) => {
-    if (row.dataact === null || row.dataact === undefined) {
-      // Opening balance row - the sold value is the opening balance
-      soldPrecedent += parseFloat(row.sold) || 0;
-    } else {
-      // Transaction row
-      incasari += parseFloat(row.incasari) || 0;
-      plati += parseFloat(row.plati) || 0;
-    }
-  });
-
-  const soldFinal = soldPrecedent + incasari - plati;
-
-  return {
-    soldPrecedent,
-    incasari,
-    plati,
-    soldFinal,
-  };
-});
-
 // Check if current filter is a VALUTA type (to show Valuta column)
 const isValutaType = computed(() => {
   return (

reports-app/frontend/src/views/InvoicesView.vue

@@ -128,6 +128,17 @@
         </template>
       </Card>
 
+      <!-- Summary Stats - Compact, right aligned -->
+      <!-- Total sold din TOATE facturile filtrate (nu doar pagina curentă) -->
+      <div v-if="companyStore.selectedCompany && invoicesStore.hasInvoices" class="summary-stats-inline">
+        <div class="stat-item">
+          <span class="stat-label">Total Sold:</span>
+          <span class="stat-value" :class="invoicesStore.totalSoldAll > 0 ? 'plati' : 'incasari'">
+            {{ formatCurrency(invoicesStore.totalSoldAll) }}
+          </span>
+        </div>
+      </div>
+
       <!-- Invoices Table -->
       <Card v-if="companyStore.selectedCompany" class="table-card">
         <template #content>
@@ -227,14 +238,6 @@
               </template>
             </Column>
           </DataTable>
-
-          <!-- Total Sold -->
-          <div v-if="invoicesStore.hasInvoices" class="total-sold">
-            <span class="total-sold-label">Total Sold:</span>
-            <span class="total-sold-value">{{
-              formatCurrency(totalSold)
-            }}</span>
-          </div>
         </template>
       </Card>
     </div>
@@ -272,12 +275,6 @@ const pagination = ref({
 });
 
 // Computed
-const totalSold = computed(() => {
-  return invoicesStore.invoiceList.reduce((sum, invoice) => {
-    return sum + (parseFloat(invoice.soldfinal) || 0);
-  }, 0);
-});
-
 const accountingPeriodText = computed(() => {
   // Use the global period store
   return periodStore.selectedPeriod?.display_name || "";
@@ -739,29 +736,6 @@ watch(
   display: block;
 }
 
-.total-sold {
-  display: flex;
-  justify-content: flex-end;
-  align-items: center;
-  gap: 1rem;
-  padding: 1rem;
-  margin-top: 1rem;
-  border-top: 2px solid var(--surface-border);
-  background-color: var(--surface-50);
-}
-
-.total-sold-label {
-  font-weight: 600;
-  font-size: 1.1rem;
-  color: var(--text-color);
-}
-
-.total-sold-value {
-  font-weight: 700;
-  font-size: 1.3rem;
-  color: var(--primary-color);
-}
-
 /* Enhanced striped rows with better contrast - same as Trial Balance */
 .table-card :deep(.p-datatable .p-datatable-tbody > tr) {
   transition: background-color 0.2s ease;

reports-app/frontend/src/views/TrialBalanceView.vue

@@ -97,6 +97,35 @@
         </template>
       </Card>
 
+      <!-- Summary Totals - 2 rows (Debit/Credit) for visual balance verification -->
+      <!-- Totaluri din TOATE înregistrările filtrate (nu doar pagina curentă) -->
+      <div v-if="companyStore.selectedCompany && trialBalanceStore.hasData" class="totals-table-container">
+        <table class="totals-table">
+          <thead>
+            <tr>
+              <th></th>
+              <th>Sold Precedent</th>
+              <th>Rulaj Lunar</th>
+              <th>Sold Final</th>
+            </tr>
+          </thead>
+          <tbody>
+            <tr>
+              <td class="row-label">Debit</td>
+              <td class="numeric">{{ formatCurrency(trialBalanceStore.totals.total_sold_precedent_debit) }}</td>
+              <td class="numeric">{{ formatCurrency(trialBalanceStore.totals.total_rulaj_lunar_debit) }}</td>
+              <td class="numeric">{{ formatCurrency(trialBalanceStore.totals.total_sold_final_debit) }}</td>
+            </tr>
+            <tr>
+              <td class="row-label">Credit</td>
+              <td class="numeric">{{ formatCurrency(trialBalanceStore.totals.total_sold_precedent_credit) }}</td>
+              <td class="numeric">{{ formatCurrency(trialBalanceStore.totals.total_rulaj_lunar_credit) }}</td>
+              <td class="numeric">{{ formatCurrency(trialBalanceStore.totals.total_sold_final_credit) }}</td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+
       <!-- Trial Balance Table -->
       <Card v-if="companyStore.selectedCompany" class="table-card">
         <template #content>
@@ -657,6 +686,49 @@ watch(
   text-align: right;
 }
 
+/* Totals Table for Trial Balance - 2 rows (Debit/Credit) */
+.totals-table-container {
+  margin-bottom: var(--space-lg);
+  display: flex;
+  justify-content: flex-end;
+}
+
+.totals-table {
+  border-collapse: collapse;
+  font-size: 0.9rem;
+  background: var(--surface-card);
+  border-radius: var(--border-radius);
+  overflow: hidden;
+  box-shadow: var(--shadow-sm);
+}
+
+.totals-table th,
+.totals-table td {
+  padding: 0.5rem 1rem;
+  text-align: right;
+}
+
+.totals-table th {
+  background: var(--surface-100);
+  font-weight: 600;
+  color: var(--text-color-secondary);
+}
+
+.totals-table .row-label {
+  text-align: left;
+  font-weight: 600;
+  background: var(--surface-50);
+}
+
+.totals-table .numeric {
+  font-family: var(--font-mono, 'Roboto Mono', monospace);
+  font-variant-numeric: tabular-nums;
+}
+
+.totals-table tbody tr:first-child td {
+  border-bottom: 1px solid var(--surface-border);
+}
+
 /* Responsive */
 @media (max-width: 768px) {
   .trial-balance {