- Add TvaEntry schema supporting multiple TVA rates (A, B, C, D codes)
- Update OCR extractor to extract multiple TVA entries from receipts
- Support both old (19%, 9%, 5%) and new Romanian rates (21%, 11% from Aug 2025)
- Add tva_breakdown, tva_total, items_count, vendor_address to Receipt model
- Update OCRPreview.vue to display TVA entries with rate badges
- Add "Detalii Suplimentare" section in ReceiptCreateView with editable TVA table
- Add TVA breakdown display in ReceiptDetailView
- Create database migration for new TVA columns
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Implement Tesseract-based OCR to automatically extract vendor name,
date, total amount, and VAT from uploaded receipt images/PDFs,
reducing manual data entry and improving accuracy.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add application-specific instructions section
- Reference data-entry-app/CLAUDE.md for data entry work
- Update architecture diagram with both apps
- Add starting services commands for both apps
- Add data-entry documentation to Documentation Index
- Clarify when to use which instructions
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add manifest.json, meta tags and app icons to enable:
- Add to Home Screen on iOS/Android
- Standalone mode (no browser UI)
- Custom app icon (ROA) and theme color
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add manifest.json and meta tags to enable:
- Add to Home Screen on iOS/Android
- Standalone mode (no browser UI)
- Custom app icon and theme color
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Fix main content margin-top in App.vue to account for fixed header
(was hidden behind 56px header bar)
- Add mobile page header styles in mobile.css for proper title visibility
- Increase mobile totals font size to match table font (0.875rem base)
- Change Dashboard title to just "Dashboard" without subtitle
(period selector now shows the current accounting period)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add mobile card layout for Invoices, Treasury, and Trial Balance views
- Implement two-row mobile toolbar with icon-only action buttons
- Add uniform totals grid across all views with compact number formatting
- Move profile menu to hamburger menu on mobile devices
- Fix company selector and period selector truncation on mobile
- Add mobile-specific CSS with responsive breakpoints
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Features:
- Trial balance totals on single line with shared CSS
- Renamed "Sold Prec" to "Sume Prec" (correct terminology)
- PDF export with class totals (TOTAL CLASA 1-7) and grand total
- Updated CLAUDE.md with shared CSS guidelines
- Change totals display to single horizontal line using shared CSS
- Rename column headers from "Sold Prec" to "Sume Prec" (correct terminology)
- Add class totals (TOTAL CLASA 1-7) and grand total to PDF export
- Style class totals with light gray background, grand total with darker gray
- Update CLAUDE.md with rule to use shared CSS instead of creating new styles
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
The totals PL/SQL block was generating invalid SQL with duplicate WHERE clauses
when bank/cash filters were applied (e.g., "WHERE bank_account=X WHERE dataact IS NULL").
Now properly uses AND when where_clause exists, WHERE otherwise.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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>
- 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>
- Truncate explicatia field to 100 characters in table, Excel, and PDF exports
- Fix summary stats to separate opening balance from transactions:
- Show Sold Precedent (from rows with null date)
- Show Încasări and Plăți (only from actual transactions)
- Show Sold Final (calculated correctly)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Move menuOpen state from DashboardHeader to App.vue for proper state management
- Pass menuOpen as prop to DashboardHeader component
- Translate hamburger menu labels to Romanian (Navigation, Invoices, Bank & Cash, System, Cache Statistics)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Move DataTable striped rows and hover styling to global primevue-overrides.css
- Add .summary-stats-inline pattern to shared stats.css
- Refactor BankCashRegisterView.vue: CSS reduced from ~210 to 45 lines (78%)
- Refactor TrialBalanceView.vue: CSS reduced from ~100 to 42 lines (58%)
- Remove :deep() violations by using global DataTable overrides
- Update templates to use shared classes (.table-empty, .loading-state, .form-actions)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add bancasa as third sorting criterion (date, number, bank name)
- Sort null-date rows (previous balances) alphabetically by bank name
- Sort bank names alphabetically in PDF export
- Improve window function for cumulative balance calculation
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
The singleton BackendAPIClient was failing with "Cannot send a request,
as the client has been closed" error when used after async context
manager closed it in linking.py. Changed all client checks from
`if not self.client` to `if not self.client or self.client.is_closed`
to properly recreate the AsyncClient when needed.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add .env.test with test credentials and company config
- Add pytest fixtures for cache initialization (temp SQLite)
- Add test_api_real.py (18 tests) - API endpoint tests
- Add test_cache_real.py (8 tests) - Cache system tests
- Add test_services_real.py (9 tests) - Service layer tests
- Use company 110 (MARIUSM_AUTO) - only schema with full data in TEST
All 35 backend tests pass.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Frontend:
- Refactored CSS architecture with new utility classes
- Updated dashboard components styling
- Improved responsive grid system
- Enhanced typography and variables
- Updated E2E and integration tests
Added:
- Claude Code slash commands for validation
- SSH tunnel and start test scripts
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Optimize PDF export layout with compact columns and more space for partner names.
Add accounting period display to invoices matching Trial Balance format. Fix date
filtering to use local timezone instead of UTC. Update invoice ordering to
chronological sequence (DATAACT, NRACT, NUME).
**Backend changes:**
- Add accounting period query from calendar table
- Add currency (valuta) and cont filter support
- Change invoice ordering to chronological (DATAACT ASC, NRACT ASC, NUME)
- Add accounting_period field to InvoiceListResponse model
**Frontend changes:**
- Optimize PDF column widths (37% for partner names, compact numeric columns)
- Add custom column width support in exportUtils
- Fix date conversion from UTC to local timezone (prevents day shift)
- Add accounting period display in PDF exports
- Enhance E2E test coverage
**Cleanup:**
- Remove obsolete Trial Balance feature documentation
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add multi-line header: company name, centered title, centered period
- Implement pagination with page numbers in footer
- Add generation timestamp in footer
- Optimize column width distribution (Cont: 7%, Denumire: 33%, Values: 10% each)
- Align Cont column to left, all numeric columns to right
- Remove debug console.log statements
- Fix company name property (.firma → .name)
- Use full page width for table (281mm on A4 landscape)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Refactor table columns from grouped (Debit+Credit vertical) to separate columns for better scannability
- Replace custom HTML buttons with PrimeVue Button components (icon + label)
- Move filter action buttons to separate row below filters (matches InvoicesView pattern)
- Add Excel and PDF export functionality that fetches ALL data (not just current page)
- Update CSS_PATTERNS.md with unified table column structure and filter button patterns
- Update CLAUDE.md with table styling requirements and anti-patterns
This ensures visual consistency across all table views in the application.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
After database verification, VBAL is a VIEW (not a table) that exists
in each company schema with a different structure than initially assumed.
Backend Changes:
- Updated models (trial_balance.py):
- Changed column names to match real VBAL VIEW
- CONT (account number)
- DENUMIRE (account description, not DCONT)
- PRECDEB/PRECCRED (previous balance, not SD_PREC/SC_PREC)
- RULDEB/RULCRED (monthly movement, not RD_LUNA/RC_LUNA)
- SOLDDEB/SOLDCRED (final balance, not SD_FINAL/SC_FINAL)
- Made DENUMIRE optional (can be NULL in VIEW)
- Updated router (trial_balance.py):
- Removed COD_FIRMA filter (not in VIEW)
- Query now uses: {schema}.VBAL WHERE AN = :an AND LUNA = :luna
- Fixed column names in SELECT (DENUMIRE instead of DCONT)
- Updated sort columns validation
- Fixed result processing to match new column order
Frontend Changes:
- Updated TrialBalanceView.vue:
- Changed field from 'dcont' to 'denumire' in DataTable column
Database Verification:
- VBAL VIEW confirmed in ROMFAST schema (24,217 records)
- Current data available up to November 2025
- Structure verified with 22 columns
- VIEW exists in all company schemas
Testing Notes:
- Backend endpoint ready for testing
- Frontend field names now match API response
- Ready for manual testing with real company data
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Major documentation refactoring to eliminate duplications and improve maintainability:
CLAUDE.md (562→230 lines, 59% reduction):
- Eliminated duplicate content with README.md
- Added smart references to detailed documentation
- Streamlined "Common Development Tasks" with golden rules
- Created comprehensive "Documentation Index" as single source of truth
- Focused on AI-friendly quick reference patterns
README.md (402→251 lines, 37% reduction):
- Simplified Quick Start to single command
- Condensed Tech Stack to one-line summary with CLAUDE.md reference
- Merged "Development Commands" + "Testing" into compact section
- Updated Production Deployment with modern workflow (Publish-And-Deploy.ps1, ROA2WEB-Console.ps1)
- Added Frontend Styling & CSS documentation references
Key improvements:
- Zero duplications across documentation files
- Clear separation: README.md = quick start, CLAUDE.md = development guide
- Smart cross-references between docs
- Updated deployment section with current scripts
- Maintained all essential information while reducing context by 446 lines
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Update PROGRESS_TRACKER.md: 25% complete (2/7 phases)
- Mark Phase 2 as complete in phase-2-foundation.md
- Update current sprint status and achievements
- Next: Phase 3 - PrimeVue Centralizare
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Remove TELEGRAM_EMAIL_AUTH_PLAN.md as email authentication feature
was not implemented. The current authentication method via web app
linking code remains the only supported method.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Implements VAT (TVA) balance tracking for both previous and current month with
mutually exclusive calculations (either payable OR recoverable per period).
Backend Changes:
- Add 4 TVA fields to DashboardSummary model
- Implement TVA query from vbal table (accounts 4423, 4424, 4426, 4427)
- Add exclusive calculation logic:
* Previous month: difference between account 4423 (payable) OR 4424 (recoverable)
* Current month: difference 4427-4426 (payable if >0, recoverable if <0)
Telegram Bot Changes:
- Add compact TVA section to dashboard formatter
- Display only when values > 0
- Format: "TVA de plată/recuperat precedent/curent"
Example output:
**Solduri TVA:**
- TVA de plată precedent: 7,284 RON
- TVA de recuperat curent: 3,200 RON
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
This commit introduces a complete deployment automation system for Windows Server deployment:
New Features:
- Publish-And-Deploy.ps1: Interactive console for building locally and transferring to server
* Supports auto-detection of transfer method (Windows Share or SSH)
* Configurable via deploy-config.json
* Integrated with Build-ROA2WEB.ps1 for consistent builds
- Check-And-Deploy.ps1: Server-side auto-deployment script
* Monitors transfer directory for new packages
* Automatically deploys when new version detected
* Integrates with ROA2WEB-Console.ps1 for deployment
- Setup-AutoDeploy.ps1: Configures scheduled task for auto-deployment
- DEPLOYMENT_AUTOMATION.md: Complete documentation for automation workflow
Bug Fixes:
- Fix path resolution in Publish-And-Deploy.ps1: Added Resolve-FullPath function to correctly resolve ../deploy-package path
- Fix ROA2WEB-Console.ps1 exit codes: Properly return boolean values and exit codes in non-interactive mode
- Fix Build-ROA2WEB.ps1 script copying: Added debug output and force deletion to avoid caching issues
Enhancements:
- ROA2WEB-Console.ps1: Support for ROA2WEB_SOURCE environment variable for flexible source paths
- Build-ROA2WEB.ps1: Enhanced debug output for troubleshooting script copying issues
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Fixed critical runtime error where backend service couldn't import
shared modules (ModuleNotFoundError: No module named 'database').
Changes:
- Updated Install-BackendFirstTime: Set PYTHONPATH to shared directory
instead of parent directory
- Added Fix-BackendPythonPath.ps1: Quick fix script for existing
installations
The backend imports 'from database.oracle_pool' which requires the
database module to be in PYTHONPATH. Previously PYTHONPATH pointed to
C:\inetpub\wwwroot\roa2web but the database module is located at
C:\inetpub\wwwroot\roa2web\shared\database. Now PYTHONPATH correctly
points to the shared directory.
For existing installations, run Fix-BackendPythonPath.ps1 as Administrator
to update the service configuration without reinstalling.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
## Bug Fix
### Problem
IIS configuration failed with error:
```
[INSTALLATION FAILED] Cannot validate argument on parameter 'Name'.
The argument is null. Provide a valid value for the argument, and then try running the command again.
at Install-BackendFirstTime, line 643
```
The error occurred at line 643:
```powershell
Remove-WebAppPool -Name $Config.IISAppPoolName -ErrorAction SilentlyContinue
```
### Root Cause
Global configuration was missing IIS-related properties used in the IIS setup section:
- `$Config.IISAppPoolName` - used for Application Pool name (line 643, 646, 647)
- `$Config.IISSiteName` - used for IIS Site name (line 651, 653, 657)
- `$Config.IISAppName` - used for Web Application name (line 651, 653, 656)
When the script tried to use these null values, PowerShell validation failed.
### Solution
Added IIS configuration properties to `$script:Config` hashtable (lines 81-84):
```powershell
# IIS Configuration
IISSiteName = "Default Web Site"
IISAppName = "roa2web"
IISAppPoolName = "ROA2WEB-AppPool"
```
### Impact
- IIS Application Pool creation now works correctly
- Web Application is created under "Default Web Site" with path "/roa2web"
- Frontend files are served through IIS with proper app pool isolation
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
