Commit Graph

4 Commits

Author SHA1 Message Date
0b00b66ed5 feat: Add Trial Balance (Balanță de Verificare) feature
Comprehensive implementation of Trial Balance page with filtering,
pagination, and sorting capabilities.

Backend Changes:
- Added Pydantic models for Trial Balance (trial_balance.py)
  - TrialBalanceItem: Individual balance record
  - TrialBalanceFilters: Filter parameters
  - TrialBalancePagination: Pagination metadata
  - TrialBalanceResponse: Complete API response
- Created FastAPI router (/api/trial-balance) with:
  - Filtering by account number (cont) and description (denumire)
  - Pagination support (configurable page size)
  - Sorting on all columns (ascendent/descendent)
  - Company-based access control via JWT
  - Query against Oracle VBAL table
- Registered router in main.py

Frontend Changes:
- Created Pinia store (trialBalanceStore.js) with:
  - State management for trial balance data
  - Filters (luna, an, cont, denumire)
  - Pagination controls
  - Sorting functionality
  - Error handling and loading states
- Built TrialBalanceView.vue component featuring:
  - PrimeVue DataTable with responsive design
  - Period display (month/year)
  - Dual input filters (account number + description)
  - Debounced search (500ms)
  - Clear filters functionality
  - Formatted currency display (Romanian locale)
  - Balance columns (Debit/Credit) for:
    - Sold Precedent (Previous Balance)
    - Rulaj Lunar (Monthly Movement)
    - Sold Final (Final Balance)
  - Loading spinner and empty state
  - Mobile-friendly responsive layout
- Added route: /trial-balance with auth guard
- Added menu item in HamburgerMenu (Navigation section)
  - Icon: pi-calculator
  - Label: "Balanță de Verificare"

Technical Details:
- Follows established CSS architecture (no :deep(), uses design tokens)
- Consistent with InvoicesView patterns
- Implements proper error handling
- Uses Oracle NVL for null value handling
- ROW_NUMBER pagination for Oracle compatibility

Testing: Manual testing required (Phase 5)

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-20 00:35:45 +02:00
09984cbe1e Add TVA balance display to Telegram dashboard with exclusive calculation logic
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>
2025-11-18 10:39:04 +02:00
2a37959d80 Add cache source tracking (L1/L2) for Telegram bot responses
Implements cache tier identification in Telegram bot to display data source:
- "db" for database queries
- "cached L1" for in-memory cache hits
- "cached L2" for SQLite cache hits

Backend changes:
- Added cache metadata fields to TrendsResponse and DashboardSummary models
  (cache_hit, response_time_ms, cache_source)
- Updated /api/dashboard/summary and /api/dashboard/trends endpoints to
  include cache metadata when X-Include-Cache-Metadata header is present
- Cache metadata is extracted from request.state (set by @cached decorator)

Telegram bot changes:
- Updated API client to send X-Include-Cache-Metadata header
- Modified helpers to extract cache_source from backend responses
- Updated handlers to pass cache metadata to formatters
- Performance footer now displays specific cache tier (L1 vs L2)

Fixed Pydantic serialization issue:
- Changed field names from _cache_hit to cache_hit (without underscore)
- Pydantic excludes underscore-prefixed fields from JSON by default

🤖 Generated with Claude Code

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-07 22:39:09 +02:00
6b13ffa183 Initial commit: ROA2WEB - FastAPI + Vue.js + Telegram Bot
Modern ERP Reports Application with microservices architecture

Tech Stack:
- Backend: FastAPI + python-oracledb (Oracle DB integration)
- Frontend: Vue.js 3 + PrimeVue + Vite
- Telegram Bot: python-telegram-bot + SQLite
- Infrastructure: Shared database pool, JWT authentication, SSH tunnel

Features:
- FastAPI backend with async Oracle connection pool
- Vue.js 3 responsive frontend with PrimeVue components
- Telegram bot alternative interface
- Microservices architecture with shared components
- Complete deployment support (Linux Docker + Windows IIS)
- Comprehensive testing (Playwright E2E + pytest)

Repository Structure:
- reports-app/ - Main application (backend, frontend, telegram-bot)
- shared/ - Shared components (database pool, auth, utils)
- deployment/ - Deployment scripts (Linux & Windows)
- docs/ - Project documentation
- security/ - Security scanning and git hooks
2025-10-25 14:55:08 +03:00