Marius Mutu
0b00b66ed5
Comprehensive implementation of Trial Balance page with filtering,
pagination, and sorting capabilities.
Backend Changes:
- Added Pydantic models for Trial Balance (trial_balance.py)
- TrialBalanceItem: Individual balance record
- TrialBalanceFilters: Filter parameters
- TrialBalancePagination: Pagination metadata
- TrialBalanceResponse: Complete API response
- Created FastAPI router (/api/trial-balance) with:
- Filtering by account number (cont) and description (denumire)
- Pagination support (configurable page size)
- Sorting on all columns (ascendent/descendent)
- Company-based access control via JWT
- Query against Oracle VBAL table
- Registered router in main.py
Frontend Changes:
- Created Pinia store (trialBalanceStore.js) with:
- State management for trial balance data
- Filters (luna, an, cont, denumire)
- Pagination controls
- Sorting functionality
- Error handling and loading states
- Built TrialBalanceView.vue component featuring:
- PrimeVue DataTable with responsive design
- Period display (month/year)
- Dual input filters (account number + description)
- Debounced search (500ms)
- Clear filters functionality
- Formatted currency display (Romanian locale)
- Balance columns (Debit/Credit) for:
- Sold Precedent (Previous Balance)
- Rulaj Lunar (Monthly Movement)
- Sold Final (Final Balance)
- Loading spinner and empty state
- Mobile-friendly responsive layout
- Added route: /trial-balance with auth guard
- Added menu item in HamburgerMenu (Navigation section)
- Icon: pi-calculator
- Label: "Balanță de Verificare"
Technical Details:
- Follows established CSS architecture (no :deep(), uses design tokens)
- Consistent with InvoicesView patterns
- Implements proper error handling
- Uses Oracle NVL for null value handling
- ROW_NUMBER pagination for Oracle compatibility
Testing: Manual testing required (Phase 5)
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
85 lines
3.2 KiB
Python
85 lines
3.2 KiB
Python
"""
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Pydantic models for Trial Balance (Balanță de Verificare)
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Maps to Oracle VBAL table
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"""
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from pydantic import BaseModel, Field
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from typing import Optional, List
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from decimal import Decimal
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class TrialBalanceItem(BaseModel):
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"""
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Individual trial balance record from VBAL table
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"""
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cont: str = Field(description="Număr cont contabil")
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dcont: str = Field(description="Denumire cont")
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sold_precedent_debit: Decimal = Field(description="Sold precedent debit", decimal_places=2)
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sold_precedent_credit: Decimal = Field(description="Sold precedent credit", decimal_places=2)
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rulaj_lunar_debit: Decimal = Field(description="Rulaj lunar debit", decimal_places=2)
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rulaj_lunar_credit: Decimal = Field(description="Rulaj lunar credit", decimal_places=2)
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sold_final_debit: Decimal = Field(description="Sold final debit", decimal_places=2)
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sold_final_credit: Decimal = Field(description="Sold final credit", decimal_places=2)
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class Config:
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from_attributes = True
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class TrialBalanceFilters(BaseModel):
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"""
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Filters applied to trial balance data
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"""
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luna: int = Field(description="Luna (1-12)")
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an: int = Field(description="An")
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cont_filter: Optional[str] = Field(default=None, description="Filtru număr cont (partial match)")
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denumire_filter: Optional[str] = Field(default=None, description="Filtru denumire cont (partial match, case-insensitive)")
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class TrialBalancePagination(BaseModel):
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"""
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Pagination metadata
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"""
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total_items: int = Field(description="Total number of items")
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total_pages: int = Field(description="Total number of pages")
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current_page: int = Field(description="Current page number")
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page_size: int = Field(description="Items per page")
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class TrialBalanceResponse(BaseModel):
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"""
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Complete response for trial balance endpoint
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"""
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success: bool = Field(default=True, description="Request success status")
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data: dict = Field(description="Trial balance data with items, pagination, and filters")
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class Config:
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schema_extra = {
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"example": {
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"success": True,
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"data": {
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"items": [
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{
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"cont": "4111",
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"dcont": "Furnizori interni",
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"sold_precedent_debit": 0.00,
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"sold_precedent_credit": 15000.00,
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"rulaj_lunar_debit": 5000.00,
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"rulaj_lunar_credit": 8000.00,
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"sold_final_debit": 0.00,
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"sold_final_credit": 18000.00
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}
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],
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"pagination": {
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"total_items": 150,
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"total_pages": 3,
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"current_page": 1,
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"page_size": 50
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},
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"filters_applied": {
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"luna": 11,
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"an": 2025,
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"cont_filter": None,
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"denumire_filter": "furnizori"
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}
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}
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}
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}
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