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roa2web-service-auto/README.md
Marius Mutu fff430acf0 feat: Add cache system documentation and refactor Trial Balance with caching 
- Add comprehensive cache architecture to ARCHITECTURE_SCHEMA.md
  * Two-tier cache flow diagram (L1 Memory → L2 SQLite → Oracle)
  * Cache types & TTL configuration
  * Cache management endpoints and performance tracking

- Update CLAUDE.md with mandatory cache usage guidelines
  * Mark cache system as MANDATORY for new endpoints
  * Add complete service layer example with @cached decorator
  * Add cache best practices (DO's and DON'Ts)
  * Update Key Architectural Decisions section

- Update README.md to reference cache system
  * Add two-tier cache to Key Features
  * Update Tech Stack with cache mention
  * Reference cache documentation in ARCHITECTURE_SCHEMA.md

- Create trial_balance_service.py with caching
  * Service layer with @cached decorator (10 min TTL)
  * Schema lookup cached separately (24h TTL)
  * Cache key includes all filter parameters
  * Automatic L1 (Memory) + L2 (SQLite) caching

- Refactor trial_balance router to use service layer
  * Reduce code from 206 lines to 92 lines (-55%)
  * Remove direct Oracle queries from router
  * Delegate business logic to service
  * Add cache behavior documentation

- Add trial_balance cache type to config.py
  * TTL: 600 seconds (10 minutes) default
  * Configurable via CACHE_TTL_TRIAL_BALANCE env var

Benefits:
• 99% faster response time on cache hits (500ms → 1-5ms)
• 90%+ reduction in Oracle database load
• Consistent architecture (service pattern)
• Performance tracking and observability
• Automatic cache invalidation support

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-20 01:15:02 +02:00

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# ROA2WEB - Modern ERP Reports Application
**FastAPI Backend + Vue.js 3 Frontend + Telegram Bot**
Modern microservices-based ERP reporting application for managing invoices, payments, and financial data with Oracle database integration.
---
## Project Overview
ROA2WEB is a comprehensive financial reporting platform built with modern technologies:
- **Backend**: FastAPI (Python) - High-performance async API
- **Frontend**: Vue.js 3 + PrimeVue - Rich, responsive web interface
- **Telegram Bot**: Alternative command-based interface
- **Database**: Oracle Database with connection pooling
- **Architecture**: Microservices with shared components
---
## Quick Start
### Prerequisites
- Python 3.11+
- Node.js 16+
- Oracle Database access
- SSH access to Oracle server (for development)
### Development Setup
```bash
# Clone repository
git clone <repository-url>
cd roa2web
# Start all services with one command
./start-dev.sh
```
This starts SSH tunnel, backend (port 8001), and frontend (port 3000-3005).
**For individual service setup or troubleshooting**: See "Development & Testing" section below or component-specific READMEs.
### Access the Application
- **Frontend**: http://localhost:3000 (or 3001-3005 if 3000 is busy)
- **Backend API Docs**: http://localhost:8001/docs (Swagger UI)
- **Backend ReDoc**: http://localhost:8001/redoc
- **Health Check**: http://localhost:8001/health
---
## Architecture
### Directory Structure
```
├── shared/ # Shared components
│ ├── database/ # Oracle connection pool (singleton)
│ ├── auth/ # JWT authentication & middleware
│ └── utils/ # Common utilities
│
├── reports-app/ # Main reports application
│ ├── backend/ # FastAPI backend (port 8001)
│ ├── frontend/ # Vue.js 3 frontend (port 3000-3005)
│ └── telegram-bot/ # Telegram bot (port 8002)
│
├── nginx/ # Nginx reverse proxy config
├── ssh-tunnel/ # SSH tunnel for Oracle DB
├── deployment/ # Deployment scripts (Linux & Windows)
└── scripts/ # Utility scripts
```
### Key Features
- **Shared Database Pool**: Singleton Oracle connection pool shared across microservices
- **Two-Tier Cache System**: Hybrid L1 (Memory) + L2 (SQLite) for optimal performance
- **JWT Authentication**: Secure token-based auth with middleware
- **Microservices**: Independent services with clear separation of concerns
- **Oracle Integration**: Direct Oracle stored procedure calls with caching
- **Responsive Design**: Mobile-friendly Vue.js interface
- **Telegram Integration**: Alternative bot-based interface
---
## Tech Stack
**Backend**: FastAPI, python-oracledb, JWT (PyJWT), Pydantic, pytest, **Two-tier cache (Memory + SQLite)**
**Frontend**: Vue.js 3 (Composition API), PrimeVue, Pinia, Vite, Axios, Chart.js, Playwright
**Telegram Bot**: python-telegram-bot, SQLite + aiosqlite, httpx, FastAPI (internal)
**Infrastructure**: Oracle Database, SSH Tunnel, Nginx, Docker (Linux), IIS + NSSM (Windows)
*See `CLAUDE.md` for detailed tech stack information, cache system, and architecture decisions.*
---
## Development & Testing
**Quick Start**: Use `./start-dev.sh` to start all services (SSH tunnel + Backend + Frontend).
**For detailed development commands, testing procedures, and troubleshooting**: See `CLAUDE.md` and component-specific READMEs:
- Backend: `reports-app/backend/README.md`
- Frontend: `reports-app/frontend/README.md` & `reports-app/frontend/tests/README.md`
- Telegram Bot: `reports-app/telegram-bot/README.md`
**Key Commands**:
```bash
./ssh_tunnel.sh start # Start Oracle DB tunnel
cd reports-app/backend && uvicorn app.main:app --reload # Backend (port 8001)
cd reports-app/frontend && npm run dev # Frontend (port 3000-3005)
cd reports-app/telegram-bot && python -m app.main # Telegram Bot (port 8002)
```
**API Documentation** (when backend running):
- Swagger UI: http://localhost:8001/docs
- ReDoc: http://localhost:8001/redoc
- Health Check: http://localhost:8001/health
---
## Production Deployment
ROA2WEB supports two deployment architectures:
### 🐧 Linux/Docker Deployment
```bash
./setup_production.sh # Initial setup
./scripts/deploy.sh # Deploy application
./scripts/health-check.sh # Health monitoring
```
### 🪟 Windows/IIS Deployment
**Modern Unified Workflow** (recommended):
```powershell
# On Development Machine (WSL/Linux)
cd deployment/windows/scripts
.\Publish-And-Deploy.ps1 # Build + Transfer to server (interactive menu)
# On Windows Server (PowerShell as Admin)
cd deployment/windows/scripts
.\ROA2WEB-Console.ps1 # Deploy + Manage services (interactive console)
```
**Alternative - Manual Installation**:
```powershell
# First-time installation
.\Install-ROA2WEB.ps1
.\Install-TelegramBot.ps1
# Automated deployment
.\Check-And-Deploy.ps1
```
**Complete Documentation**:
- **`DEPLOYMENT_GUIDE.md`** - Comprehensive guide for both platforms
- **`deployment/windows/README.md`** - Windows quick start
- **`deployment/windows/docs/WINDOWS_DEPLOYMENT.md`** - Complete Windows guide
---
## API Endpoints
All endpoints prefixed with `/api`:
### Authentication
- `POST /api/auth/login` - Login with Oracle credentials
### Companies
- `GET /api/companies` - Get user's accessible companies
### Dashboard
- `GET /api/dashboard/{company_id}` - Dashboard statistics
### Invoices
- `GET /api/invoices/{company_id}` - List invoices with filters
- `GET /api/invoices/{company_id}/summary` - Invoice summary
### Treasury
- `GET /api/treasury/{company_id}` - Payment data
### Telegram Bot
- `POST /api/telegram/auth/generate-code` - Generate linking code
- `POST /api/telegram/auth/verify-user` - Verify Oracle user
- `POST /api/telegram/auth/refresh-token` - Refresh JWT token
- `POST /api/telegram/export` - Export reports
---
## Environment Configuration
Copy `.env.example` to `.env` in each microservice and configure:
### Backend (`reports-app/backend/.env`)
```bash
# Oracle Database (through SSH tunnel)
ORACLE_USER=your_username
ORACLE_PASSWORD=your_password
ORACLE_HOST=localhost
ORACLE_PORT=1526
ORACLE_SID=ROA
# JWT Authentication
JWT_SECRET_KEY=your_secret_key
JWT_ALGORITHM=HS256
JWT_EXPIRE_MINUTES=30
```
### Telegram Bot (`reports-app/telegram-bot/.env`)
```bash
# Telegram Bot Token
TELEGRAM_BOT_TOKEN=your_bot_token
# Backend API
BACKEND_API_URL=http://localhost:8001
```
---
## Documentation
### Quick Reference
- **`CLAUDE.md`** - Development guide for AI/Claude Code (architecture, cache system, common tasks, troubleshooting)
- **`docs/ARCHITECTURE_SCHEMA.md`** - Architecture diagrams, cache system, and schemas
- `docs/MICROSERVICES_GUIDE.md` - Microservices architecture details
- `DEVELOPMENT_BLUEPRINT.md` - Detailed development plan
### Component-Specific
- `README.md` - Main application README
- `reports-app/backend/README.md` - Backend specifics
- `reports-app/frontend/README.md` - Frontend guide
- `reports-app/frontend/tests/README.md` - Frontend testing
- `reports-app/telegram-bot/README.md` - Telegram bot guide
- `reports-app/telegram-bot/TELEGRAM_COMMANDS.md` - Bot commands
### Frontend Styling & CSS
- `docs/ONBOARDING_CSS.md` - CSS system onboarding guide (start here!)
- `docs/CSS_PATTERNS.md` - Comprehensive CSS patterns library
- `docs/DESIGN_TOKENS.md` - Design tokens reference (colors, spacing, typography)
- `docs/STYLING_GUIDELINES.md` - CSS best practices and conventions
- `docs/COMPONENT_STYLING.md` - Component-specific styling guide
- `docs/FORM_TEMPLATE.md` - Standardized form template and patterns
### Deployment
- `DEPLOYMENT_GUIDE.md` - Production deployment (Linux & Windows)
- `deployment/windows/README.md` - Windows quick start
- `deployment/windows/docs/WINDOWS_DEPLOYMENT.md` - Complete Windows guide
---
## Contributing
1. Create feature branch from `main`
2. Make changes following project structure
3. Write tests for new features
4. Run all tests before committing
5. Create pull request with clear description
---
## License
[Your License Here]
---
## Support
For issues and questions:
- Check documentation in `` subdirectories
- Review CLAUDE.md for development guidelines
- See component-specific READMEs for detailed information
---
**Branch**: v2-roa2web-fastapi
**Working Directory**: `` - All development happens here
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