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>
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>
