- Add YTD year-over-year comparison table for cash flow evolution
- Extend monthly evolution from 6 to 12 months with dynamic year extraction
- Simplify monthly view to show only Net values aligned with YTD table
- Upgrade client/supplier display from Top 5 to Top 10 with alphabetical sorting
- Remove Refresh and Export buttons from dashboard and evolution views
- Add get_trends() API method for 12-month historical data from backend
- Fix default years to 2025/2024 for accurate YTD calculations
Changes:
- client.py: New get_trends() method calls /api/dashboard/trends endpoint
- helpers.py: Rewrite get_cashflow_evolution_data() to use trends and calculate YTD
- formatters.py: Complete redesign with YTD table and simplified 12-month Net view
- menus.py: Alphabetical sorting for clients/suppliers, removed refresh buttons
- handlers.py: Disabled refresh/export buttons on dashboard and evolution views
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
**Interface improvements:**
- Add persistent Login/Logout buttons to main menu
- Help button now updates text above menu (not separate message)
- Expired token automatically transforms menu to Login state
- Consolidate linking success messages (single welcome + menu)
**Fix callback_data length limits (Telegram 64-byte limit):**
- Truncate client/supplier names to 40 chars in callback_data
- Use full names for API calls but truncated for buttons
- Fix pagination buttons for long partner names (30 chars limit)
- Search entities by prefix match to handle truncated names
**Treasury improvements:**
- Show ALL bank/cash accounts (removed 5-item limit)
- Remove unnecessary Refresh/Export buttons from treasury views
- Handle "Message is not modified" error gracefully
**Bug fixes:**
- Fix Markdown parsing errors (replace <cod> with `CODUL_TAU`)
- Fix silent errors when token expires (show user-friendly message)
- Fix Button_data_invalid errors on pagination and details
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Move load_dotenv() call before all app.* imports in main.py to fix the
import-time environment variable loading issue.
Problem:
- Previously, load_dotenv() was called AFTER importing app.* modules
- When app.api.client was imported, it read BACKEND_URL at import time
- At that moment, .env was not yet loaded, so it used the hardcoded default
- This caused the bot to connect to wrong backend port even when .env was
correctly configured
Solution:
- Move load_dotenv() to line 20-21, immediately after standard library imports
- This ensures .env is loaded BEFORE any app.* modules are imported
- Now all modules see the correct environment variables from .env file
- Also updated BACKEND_URL default from 8001 to 8000 for consistency
Flow now:
1. Import standard libraries (os, Path, dotenv, etc.)
2. Load .env file (line 20-21) ✅
3. Import app.* modules (which can now read env vars correctly) ✅
4. Import telegram-python-bot and other dependencies
5. Start application
This follows Python best practices for environment variable loading and
ensures reliable configuration loading in Windows Service deployments.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Change hardcoded default backend URL from development port (8001) to
production port (8000) in Telegram bot API client.
This fixes the issue where Telegram bot would try to connect to wrong port
when BACKEND_URL environment variable is not properly loaded from .env file,
causing "Cannot connect to backend" errors during account linking.
Root cause: When .env file is not loaded correctly by Windows Service,
the code falls back to the hardcoded default value which was incorrectly
set to the development port 8001 instead of production port 8000.
Changes:
- reports-app/telegram-bot/app/api/client.py: Change default from 8001 to 8000
- Add comment explaining this is for production deployment
This ensures the bot connects to the correct backend port even if .env
configuration has issues during service startup on Windows Server.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Fix AttributeError crash when backend is unreachable during account linking.
Previously, when telegram bot couldn't connect to backend, the error handler
tried to access e.response.status_code on a ConnectError exception which
doesn't have a response attribute.
Changes to reports-app/telegram-bot/app/api/client.py:
- Import ConnectError from httpx
- Add separate exception handler for ConnectError before HTTPError handler
- Log clear error message indicating backend connectivity issue
- Return None gracefully instead of crashing with AttributeError
Changes to deployment/windows/docs/TELEGRAM_BOT_TROUBLESHOOTING.md:
- Add new section "Problem: Cannot connect to backend / Connection Errors"
- Add diagnostic steps for backend service verification
- Add checklist for BACKEND_URL configuration (http://localhost:8000)
- Add Issue 5: Backend Service Not Running
- Add Issue 6: Wrong Backend URL in Telegram Bot
- Include PowerShell commands for Windows Server troubleshooting
This fix ensures the Telegram bot provides clear error messages when backend
is unavailable instead of crashing, making debugging easier for production
deployments.
🤖 Generated with [Claude Code](https://claude.com/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>
