Consolidate Reports and Data Entry apps into a single Vue.js SPA with:
Architecture:
- Module-based structure with lazy-loaded routes (@reports, @data-entry)
- Error boundaries per module to prevent cascade failures
- Dual API proxy in Vite for microservices (reports:8001, data-entry:8003)
- Pinia store factories for shared auth, company, and period stores
- Vite path aliases for clear module boundaries (@shared, @reports, @data-entry)
Service Management:
- Granular service control scripts (backend-reports.sh, backend-data-entry.sh, bot.sh, frontend.sh)
- 87% faster frontend restart: 7s vs 53s full restart
- 38% faster full startup: 33s vs 53s via parallel backend initialization
- Enhanced start-dev.sh with proper service timeouts (OCR: 30s, Vite: 15s, Bot: 10s)
- status.sh for comprehensive health checks
Features:
- Auto-select first company on login with period auto-load
- Hamburger menu with feature toggle support
- JWT token auto-injection via axios interceptors
- Unified header with company/period selectors
- IIS web.config for production deployment with multi-API routing
UX Improvements:
- Vue watchers for reactive company/period loading
- Lazy store initialization with graceful error handling
- Period persistence per user+company in localStorage
- Feature flags for optional modules
Deployment:
- Single IIS site serves unified frontend with API proxy rules
- Maintains separate backend processes for microservices
- Windows line ending fixes (.env CRLF → LF conversion)
Stats: 112 files changed, 38,342 insertions(+), 2,342 deletions(-)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Modified all specification files to reference the project root directory (.)
instead of creating a new unified-app/ subdirectory:
- spec.md: Updated project structure and all file paths
- SUMMARY.md: Updated critical files paths and documentation references
- critical-files.md: Updated all source/destination paths for migration
- MIGRATION_CHECKLIST.md: Updated directory creation and file paths
All implementation files will now be created directly in /mnt/e/proiecte/roa2web/
instead of /mnt/e/proiecte/roa2web/unified-app/
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
- Add dedupe option for vue, vue-router, pinia, primevue in both Vite configs
to prevent duplicate module issues when using shared components
- Add optimizeDeps and commonjsOptions for better shared module handling
- Fix CompanySelector and PeriodSelector header variants to support both
light headers (using CSS variables) and gradient headers (white text)
- Make hamburger button always display:flex for consistent mobile layout
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Data Entry App:
- Fix shared path finding for both dev and production environments
- Add base URL support for IIS subdirectory deployment (/data-entry/)
- Use import.meta.env.BASE_URL in router for correct path handling
- Add email-validator and python-jose dependencies
Deployment Scripts:
- Enhance Build-ROA2WEB.ps1 with improved build process
- Update ROA2WEB-Console.ps1 with Data Entry support
- Improve Publish-And-Deploy.ps1 deployment workflow
- Update deploy-config.json with new settings
Gitignore:
- Add more build cache patterns to ignore
- Add temp frontend build directories
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add OCR installation instructions for Windows (Poppler, Tesseract, PaddleOCR)
- Add troubleshooting section for common OCR errors on Windows
- Fix web.config.data-entry to use existingResponse="Auto" instead of "Replace"
This allows FastAPI JSON error responses to pass through IIS unchanged
- Update system requirements to recommend 16GB RAM for OCR workloads
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Make payment methods (CARD/NUMERAR) editable InputNumber fields
- Remove RON currency display from TOTAL, TVA, and payment fields
- Allow editing REJECTED receipts (to fix OCR errors before resubmit)
- Add "Editeaza" button for REJECTED receipts in view mode
- Fix null amount validation by converting to 0 before API call
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Remove /approval route and ReceiptApprovalView.vue
- Add checkbox selection column to receipts DataTable
- Add bulk actions bar with "Validează selectate" button
- Add visual indicator (underline) for active status filter
- Update CLAUDE.md with test environment instructions
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add top action buttons in all modes (view/edit/create) aligned to the right
- Merge ReceiptDetailView into ReceiptCreateView for unified receipt handling
- Fix attachment download using blob URLs with auth headers
- Add download button in both view and edit modes for attachments
- Fix TVA InputNumber type mismatch by parsing amounts as floats
- Add fetchAttachmentBlob and downloadAttachment methods to receiptsStore
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Restructure OCRPreview with 5 sections matching Romanian receipt format:
FURNIZOR, DOCUMENT, TOTAL, PLATA, TVA
- Add collapse button to OCRPreview header with minimize functionality
- Restructure form with matching compact sections for side-by-side comparison
- Add "din OCR" indicator when payment mode is auto-set from OCR
- Remove auto-collapse behavior - OCRPreview stays visible after applying data
- Add prominent TOTAL box styling with gradient background
- Compact form layout with fields on same row where logical
- Add TVA section to form with editable breakdown
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Backend:
- Add payment_methods and payment_mode fields to Receipt model
- Add payment method extraction (CARD/NUMERAR) with auto-suggestion logic
- Improve OCR service with TVA validation and reverse calculation
- Fix nomenclature service supplier limit (was 50, now unlimited)
- Add OCR fields migrations (ocr_raw_text, ocr_confidence, payment_mode)
Frontend:
- Fix AutoComplete to properly display supplier name after OCR
- Add payment methods display in OCR preview with suggested payment mode
- Improve ReceiptCreateView form handling and OCR data application
Database migrations:
- 20251215_add_ocr_fields_to_receipt.py
- 20251215_remove_partner_id.py
- 20251216_add_payment_mode.py
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add safety padding (50px) around images before preprocessing to protect
edge content during deskew rotation
- Fix _deskew() to expand canvas during rotation instead of using fixed
canvas size with BORDER_REPLICATE (which lost edge content)
- Add fallback payment method patterns for truncated text detection
(RD→CARD, ARD→CARD, MERAR→NUMERAR)
This fixes the issue where text near left edge was being cut off,
causing "CARD" to appear as "RD", "SUBTOTAL" as "UBTOTAL", etc.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Integrate shared JWT authentication into data-entry-app:
- Add Oracle pool initialization for auth service
- Add AuthenticationMiddleware to protect API routes
- Update all receipt endpoints to use CurrentUser from JWT
- Add shared auth router (/api/auth/login, /api/auth/refresh)
Add nomenclature synchronization feature:
- Create SQLite models for synced suppliers, local suppliers, and cash registers
- Add nomenclature router with sync triggers and CRUD endpoints
- Add sync service for Oracle → SQLite nomenclature data
- Update nomenclature_service to use synced SQLite data with fallbacks
Create shared frontend components:
- Add shared/frontend/ with LoginView.vue, auth store factory, login.css
- Integrate shared login and auth into data-entry-app frontend
- Add axios-based API service with token refresh interceptor
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add adaptive 3-step OCR pipeline with early exit when all 5 fields found
- Add pattern for "C. I. F." with spaces (OCR artifact from PaddleOCR)
- Add pattern for YYYY. MM. DD date format with spaces (OMV/Petrom receipts)
- Add pattern for "OTAL TAXE" with T cut off and reversed amount position
- Make TVA rate pattern more flexible (code letter optional, handle "-21%")
- Replace logger.info with print(flush=True) for better debugging visibility
- Improve OCRPreview.vue to show extraction progress and raw OCR text
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add TvaEntry schema supporting multiple TVA rates (A, B, C, D codes)
- Update OCR extractor to extract multiple TVA entries from receipts
- Support both old (19%, 9%, 5%) and new Romanian rates (21%, 11% from Aug 2025)
- Add tva_breakdown, tva_total, items_count, vendor_address to Receipt model
- Update OCRPreview.vue to display TVA entries with rate badges
- Add "Detalii Suplimentare" section in ReceiptCreateView with editable TVA table
- Add TVA breakdown display in ReceiptDetailView
- Create database migration for new TVA columns
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Implement Tesseract-based OCR to automatically extract vendor name,
date, total amount, and VAT from uploaded receipt images/PDFs,
reducing manual data entry and improving accuracy.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add application-specific instructions section
- Reference data-entry-app/CLAUDE.md for data entry work
- Update architecture diagram with both apps
- Add starting services commands for both apps
- Add data-entry documentation to Documentation Index
- Clarify when to use which instructions
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Add manifest.json, meta tags and app icons to enable:
- Add to Home Screen on iOS/Android
- Standalone mode (no browser UI)
- Custom app icon (ROA) and theme color
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add manifest.json and meta tags to enable:
- Add to Home Screen on iOS/Android
- Standalone mode (no browser UI)
- Custom app icon and theme color
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Fix main content margin-top in App.vue to account for fixed header
(was hidden behind 56px header bar)
- Add mobile page header styles in mobile.css for proper title visibility
- Increase mobile totals font size to match table font (0.875rem base)
- Change Dashboard title to just "Dashboard" without subtitle
(period selector now shows the current accounting period)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add mobile card layout for Invoices, Treasury, and Trial Balance views
- Implement two-row mobile toolbar with icon-only action buttons
- Add uniform totals grid across all views with compact number formatting
- Move profile menu to hamburger menu on mobile devices
- Fix company selector and period selector truncation on mobile
- Add mobile-specific CSS with responsive breakpoints
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Features:
- Trial balance totals on single line with shared CSS
- Renamed "Sold Prec" to "Sume Prec" (correct terminology)
- PDF export with class totals (TOTAL CLASA 1-7) and grand total
- Updated CLAUDE.md with shared CSS guidelines
- Change totals display to single horizontal line using shared CSS
- Rename column headers from "Sold Prec" to "Sume Prec" (correct terminology)
- Add class totals (TOTAL CLASA 1-7) and grand total to PDF export
- Style class totals with light gray background, grand total with darker gray
- Update CLAUDE.md with rule to use shared CSS instead of creating new styles
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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>
- Truncate explicatia field to 100 characters in table, Excel, and PDF exports
- Fix summary stats to separate opening balance from transactions:
- Show Sold Precedent (from rows with null date)
- Show Încasări and Plăți (only from actual transactions)
- Show Sold Final (calculated correctly)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Move menuOpen state from DashboardHeader to App.vue for proper state management
- Pass menuOpen as prop to DashboardHeader component
- Translate hamburger menu labels to Romanian (Navigation, Invoices, Bank & Cash, System, Cache Statistics)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Move DataTable striped rows and hover styling to global primevue-overrides.css
- Add .summary-stats-inline pattern to shared stats.css
- Refactor BankCashRegisterView.vue: CSS reduced from ~210 to 45 lines (78%)
- Refactor TrialBalanceView.vue: CSS reduced from ~100 to 42 lines (58%)
- Remove :deep() violations by using global DataTable overrides
- Update templates to use shared classes (.table-empty, .loading-state, .form-actions)
🤖 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>
The singleton BackendAPIClient was failing with "Cannot send a request,
as the client has been closed" error when used after async context
manager closed it in linking.py. Changed all client checks from
`if not self.client` to `if not self.client or self.client.is_closed`
to properly recreate the AsyncClient when needed.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add .env.test with test credentials and company config
- Add pytest fixtures for cache initialization (temp SQLite)
- Add test_api_real.py (18 tests) - API endpoint tests
- Add test_cache_real.py (8 tests) - Cache system tests
- Add test_services_real.py (9 tests) - Service layer tests
- Use company 110 (MARIUSM_AUTO) - only schema with full data in TEST
All 35 backend tests pass.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Frontend:
- Refactored CSS architecture with new utility classes
- Updated dashboard components styling
- Improved responsive grid system
- Enhanced typography and variables
- Updated E2E and integration tests
Added:
- Claude Code slash commands for validation
- SSH tunnel and start test scripts
🤖 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>
- Refactor table columns from grouped (Debit+Credit vertical) to separate columns for better scannability
- Replace custom HTML buttons with PrimeVue Button components (icon + label)
- Move filter action buttons to separate row below filters (matches InvoicesView pattern)
- Add Excel and PDF export functionality that fetches ALL data (not just current page)
- Update CSS_PATTERNS.md with unified table column structure and filter button patterns
- Update CLAUDE.md with table styling requirements and anti-patterns
This ensures visual consistency across all table views in the application.
🤖 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>
