- 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>
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>
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>
