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>
- 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>
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>
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>
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>
Cache System (Backend):
- Implemented two-tier hybrid cache: L1 (in-memory) + L2 (SQLite)
- L1 cache: Fast dictionary-based with 5-minute TTL for hot data
- L2 cache: Persistent SQLite with 1-hour TTL for warm data
- Cache decorator with automatic tier management and fallback
- Cache key generation with per-user isolation
- Event monitoring system for cache statistics
- Cache benchmarking utilities for performance testing
- Added cache management endpoints: /api/cache/stats, /api/cache/clear, /api/cache/benchmark
- Cache configuration via environment variables (CACHE_ENABLED, CACHE_L1_TTL, etc.)
Backend Services:
- Updated dashboard_service to use @cached decorator with request context
- Added cache support to invoice_service and treasury_service
- Integrated cache manager into main.py with lifespan events
- Added Request parameter to service methods for cache metadata
Frontend Enhancements:
- New CacheStatsView.vue for real-time cache monitoring dashboard
- Cache store (cacheStore.js) for state management
- Updated router to include /cache-stats route
- Navigation updates in DashboardHeader and HamburgerMenu
- Cache stats accessible from main navigation
Telegram Bot Improvements:
- Enhanced formatters with YTD comparison data
- Improved menu navigation and button layout
- Better error handling and user feedback
- Bot startup improvements with graceful shutdown
Auth & Middleware:
- Enhanced middleware with cache metadata injection
- Improved request state handling for cache source tracking
Development:
- Updated start-dev.sh with better error handling
- Added TELEGRAM_EMAIL_AUTH_PLAN.md documentation
- Updated requirements.txt with aiosqlite for async SQLite
Performance:
- L1 cache provides <1ms response for hot data
- L2 cache provides ~5ms response for warm data
- Database queries only for cold data or cache misses
- Cache hit rates tracked and displayed in real-time
🤖 Generated with Claude Code
Co-Authored-By: Claude <noreply@anthropic.com>
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>
This commit fixes overly broad .gitignore patterns that were excluding
important source code files from version control. Previously, wildcard
patterns like *auth*, *token*, *secret*, *connection*, and *credential*
were excluding ALL files containing these words, including critical
application code.
Changes:
- Updated .gitignore with specific patterns for sensitive config files
(*.json, *.txt, *.yml, *.yaml extensions only)
- Removed broad wildcards that excluded source code files
Added missing source files:
- shared/auth/ (9 files): Complete authentication system
- JWT handler, middleware, auth service, models, routes
- reports-app/backend/app/routers/auth.py: Authentication API router
- reports-app/backend/app/auth_middleware_wrapper.py: Middleware wrapper
- reports-app/frontend/src/stores/auth.js: Vue.js auth store
- reports-app/frontend/tests/: E2E tests and fixtures for auth
- reports-app/telegram-bot/app/auth/: Telegram auth linking module
- deployment/windows/scripts/Setup-ClaudeAuth.ps1: Windows deployment script
- security/secrets_scanner.py: Security scanning utility
These files are essential for the application to function and should
have been included in the initial commit.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
