Parteneri (Pro)
Parteneri cu SOLD LIVE din NexusERP (Pro): lista de parteneri cu sold curent (411), depășire față de limita de credit, vânzări/încasări pe an, contact, agent, PF/firmă și observații; atingi un partener și vezi drill-down cu facturile lui neîncasate (rest de încasat pe document). Filtre pe agent și PF/firmă. Read-only.
Parteneri (Pro) pentru NexusERP — versiunea completă, cu soldul calculat live, drill-down în facturi și SQL personalizat.
Ecranul principal listează partenerii cu: sold curent (SdFnCrt411 din dbo.urmarire_parteneri), depășirea față de limita de credit (sold − limită), vânzările și încasările pe anul curent, plus datele de identificare (CIF/CNP, PF/firmă, agent, localitate, contact) și observațiile. Sortare implicită după sold descrescător (cei mai datori primii).
Drill-down: atingi un partener și vezi inline „Facturi neîncasate” — documentele lui cu rest de încasat (valoare, încasat, rest, dată), din dbo.accesex_facturi_clienti. Filtre la deschidere: agent și persoană fizică/firmă.
Cum se calculează soldul: din funcția Nexus dbo.urmarire_parteneri(anluna, 'C', …) — soldul clienților (cont 411). Furnizorii apar cu sold 0 (soldul lor e pe 401; îți pot face o variantă pe furnizori la cerere). Soldul reflectă situația agregată; plățile nerepartizate pot influența totalul.
IMPORTANT — performanță și durată: soldul se obține dintr-o funcție care agreghează toți clienții, deci reîmprospătarea cache-ului poate dura de la câteva zeci de secunde până la câteva minute. De aceea rularea e pe cache (reîmprospătare automată rară, la 12 ore) — ține Cifru deschis cât se actualizează, pentru că în fundal sistemul de operare poate întrerupe descărcarea. Testarea la import poate dura 1-2 minute.
Pregătire: login SQL read-only cu drept de SELECT/EXECUTE pe dbo.accesex_parteneri_view, dbo.urmarire_parteneri și dbo.accesex_facturi_clienti; acces securizat (VPN/TLS). Necesită plan Pro (SQL personalizat).
What this package creates
1 Home1 Details2 lists1 sources to map
- Home: Parteneri
- Details: Facturi neîncasate
- Sub-button: Facturi neîncasate
Sources are mapped locally and verified before applying.
Custom queriesPRO2 SQL
Custom queries are a PRO feature. Cifru repeats read-only validation against the local source before execution.
Statically verified read-only
$.components.workspaceSelection.datasets.0.sqlQuerySELECT
p.id_intern AS row_id,
p.cif_cnp, p.denumire, p.pers_fizica, p.den_agent, p.telefon, p.email, p.den_localitate,
CAST(ISNULL(p.limita_credit,0) AS decimal(20,2)) AS limita_credit,
p.termen_incasare, p.termen_plata, p.platitor_tva, p.observatii,
CAST(ISNULL(c.SdFnCrt411,0) AS decimal(20,2)) AS sold_curent,
CAST(ISNULL(c.si_411,0) AS decimal(20,2)) AS sold_an_prec,
CAST(ISNULL(c.TotVanzAn,0) AS decimal(20,2)) AS vanzari_an,
CAST(ISNULL(c.TotIncAn,0) AS decimal(20,2)) AS incasari_an,
CAST(ISNULL(c.SdFnCrt411,0) - ISNULL(p.limita_credit,0) AS decimal(20,2)) AS depasire_credit
FROM dbo.accesex_parteneri_view p WITH (NOLOCK)
LEFT JOIN (
SELECT nume,
SUM(ISNULL(SdFnCrt411,0)) AS SdFnCrt411,
SUM(ISNULL(si_411,0)) AS si_411,
SUM(ISNULL(TotVanzAn,0)) AS TotVanzAn,
SUM(ISNULL(TotIncAn,0)) AS TotIncAn
FROM dbo.urmarire_parteneri(dbo.anluna(GETDATE()), 'C', NULL, NULL, NULL, 1)
GROUP BY nume
) c ON LTRIM(RTRIM(c.nume)) = LTRIM(RTRIM(p.denumire))static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.1.sqlQuerySELECT
CAST(f.id_document AS varchar(30)) AS row_id,
f.den_client, f.tip_document, f.serie_document, f.numar_document, f.data_document,
CAST(ISNULL(f.valoare_cu_tva,0) AS decimal(20,2)) AS valoare,
CAST(ISNULL(f.valoare_incasata,0) AS decimal(20,2)) AS incasat,
CAST(ISNULL(f.valoare_cu_tva,0) - ISNULL(f.valoare_incasata,0) AS decimal(20,2)) AS rest,
f.stare_factura
FROM dbo.accesex_facturi_clienti f WITH (NOLOCK)
WHERE ISNULL(f.valoare_cu_tva,0) > ISNULL(f.valoare_incasata,0)static read-only checks passed
View the JSON being importedcollapsed by default
{
"components": {
"sourceSlots": [
{
"displayName": "NexusERP SQL Server (AccesEx + parteneri)",
"id": "0B738D5E-15AD-4F83-84FB-12B254835546",
"kind": "sqlServer",
"requiredObjects": [
"dbo.accesex_parteneri_view",
"dbo.urmarire_parteneri",
"dbo.accesex_facturi_clienti"
],
"requiresCustomSQL": true
}
],
"workspaceSelection": {
"commonFields": [],
"datasets": [
{
"cacheMode": "cached",
"calculatedFields": [],
"customQueryIntegrationName": "NexusERP",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "36080092-4A9A-4BC9-866D-C4E0449A1112",
"key": "sold_curent",
"type": "number"
}
],
"id": "8D8E77BA-670E-4DA2-A8AB-AAC759A8F350",
"mappings": [
{
"commonFieldKey": "",
"key": "row_id",
"label": "ID",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "row_id",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "denumire",
"label": "Partener",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "denumire",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "cif_cnp",
"label": "CIF / CNP",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "cif_cnp",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "pers_fizica",
"label": "Persoană fizică",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "pers_fizica",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "den_agent",
"label": "Agent",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "den_agent",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "den_localitate",
"label": "Localitate",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "den_localitate",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "telefon",
"label": "Telefon",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "telefon",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "email",
"label": "Email",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "email",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "sold_curent",
"label": "Sold curent (411)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "sold_curent",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "depasire_credit",
"label": "Depășire față de limită",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "depasire_credit",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "limita_credit",
"label": "Limită credit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "limita_credit",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "sold_an_prec",
"label": "Sold an precedent",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "sold_an_prec",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "vanzari_an",
"label": "Vânzări an",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "vanzari_an",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "incasari_an",
"label": "Încasări an",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "incasari_an",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "termen_incasare",
"label": "Termen încasare (zile)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "termen_incasare",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "termen_plata",
"label": "Termen plată (zile)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "termen_plata",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "platitor_tva",
"label": "Plătitor TVA",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "platitor_tva",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "observatii",
"label": "Observații",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "observatii",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 100000,
"name": "Parteneri",
"primaryKey": "row_id",
"refreshPolicy": {
"enabled": true,
"intervalMinutes": 720
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"denumire",
"cif_cnp",
"den_agent",
"telefon",
"email"
],
"sourceID": "0B738D5E-15AD-4F83-84FB-12B254835546",
"sqlQuery": "SELECT\n p.id_intern AS row_id,\n p.cif_cnp, p.denumire, p.pers_fizica, p.den_agent, p.telefon, p.email, p.den_localitate,\n CAST(ISNULL(p.limita_credit,0) AS decimal(20,2)) AS limita_credit,\n p.termen_incasare, p.termen_plata, p.platitor_tva, p.observatii,\n CAST(ISNULL(c.SdFnCrt411,0) AS decimal(20,2)) AS sold_curent,\n CAST(ISNULL(c.si_411,0) AS decimal(20,2)) AS sold_an_prec,\n CAST(ISNULL(c.TotVanzAn,0) AS decimal(20,2)) AS vanzari_an,\n CAST(ISNULL(c.TotIncAn,0) AS decimal(20,2)) AS incasari_an,\n CAST(ISNULL(c.SdFnCrt411,0) - ISNULL(p.limita_credit,0) AS decimal(20,2)) AS depasire_credit\nFROM dbo.accesex_parteneri_view p WITH (NOLOCK)\nLEFT JOIN (\n SELECT nume,\n SUM(ISNULL(SdFnCrt411,0)) AS SdFnCrt411,\n SUM(ISNULL(si_411,0)) AS si_411,\n SUM(ISNULL(TotVanzAn,0)) AS TotVanzAn,\n SUM(ISNULL(TotIncAn,0)) AS TotIncAn\n FROM dbo.urmarire_parteneri(dbo.anluna(GETDATE()), 'C', NULL, NULL, NULL, 1)\n GROUP BY nume\n) c ON LTRIM(RTRIM(c.nume)) = LTRIM(RTRIM(p.denumire))",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "NexusERP",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "9F30289E-0E02-4709-BB46-22A211C4C415",
"key": "data_document",
"type": "date"
}
],
"id": "50A8651C-B498-4ED4-BD8B-FC24D73F1408",
"mappings": [
{
"commonFieldKey": "",
"key": "row_id",
"label": "ID",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "row_id",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "den_client",
"label": "Client",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "den_client",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "tip_document",
"label": "Tip",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "tip_document",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "serie_document",
"label": "Serie",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "serie_document",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "numar_document",
"label": "Număr",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "numar_document",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "data_document",
"label": "Data",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "data_document",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "valoare",
"label": "Valoare cu TVA",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "valoare",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "incasat",
"label": "Încasat",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "incasat",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "rest",
"label": "Rest de încasat",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "rest",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "stare_factura",
"label": "Stare",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "stare_factura",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 5000,
"name": "Facturi neîncasate",
"primaryKey": "row_id",
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 15
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"den_client",
"serie_document",
"numar_document"
],
"sourceID": "0B738D5E-15AD-4F83-84FB-12B254835546",
"sqlQuery": "SELECT\n CAST(f.id_document AS varchar(30)) AS row_id,\n f.den_client, f.tip_document, f.serie_document, f.numar_document, f.data_document,\n CAST(ISNULL(f.valoare_cu_tva,0) AS decimal(20,2)) AS valoare,\n CAST(ISNULL(f.valoare_incasata,0) AS decimal(20,2)) AS incasat,\n CAST(ISNULL(f.valoare_cu_tva,0) - ISNULL(f.valoare_incasata,0) AS decimal(20,2)) AS rest,\n f.stare_factura\nFROM dbo.accesex_facturi_clienti f WITH (NOLOCK)\nWHERE ISNULL(f.valoare_cu_tva,0) > ISNULL(f.valoare_incasata,0)",
"tableName": ""
}
],
"pages": [
{
"actions": [
{
"id": "28F28FAF-C639-4484-A6BB-4785F78BDE53",
"kind": "showRelated",
"relatedInitiallyExpanded": true,
"relatedPresentation": "inline",
"relatedPreviewLimit": 12,
"relatedRowStyle": "table",
"relatedShowsCount": true,
"relationID": "9B16A4F8-B89B-4132-89AF-061200341718",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "50A8651C-B498-4ED4-BD8B-FC24D73F1408",
"title": "Facturi neîncasate",
"urlKey": ""
}
],
"badgeKey": "sold_curent",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "denumire",
"label": "Partener",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "cif_cnp",
"label": "CIF / CNP",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "den_agent",
"label": "Agent",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "sold_curent",
"label": "Sold curent (411)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "limita_credit",
"label": "Limită credit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "depasire_credit",
"label": "Depășire față de limită",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "8D8E77BA-670E-4DA2-A8AB-AAC759A8F350",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "denumire",
"label": "Partener",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "cif_cnp",
"label": "CIF / CNP",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "pers_fizica",
"label": "Persoană fizică",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "den_agent",
"label": "Agent",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "den_localitate",
"label": "Localitate",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "telefon",
"label": "Telefon",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "email",
"label": "Email",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "sold_curent",
"label": "Sold curent (411)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "depasire_credit",
"label": "Depășire față de limită",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "limita_credit",
"label": "Limită credit",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "sold_an_prec",
"label": "Sold an precedent",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "vanzari_an",
"label": "Vânzări an",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "incasari_an",
"label": "Încasări an",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "termen_incasare",
"label": "Termen încasare (zile)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "termen_plata",
"label": "Termen plată (zile)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "platitor_tva",
"label": "Plătitor TVA",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "observatii",
"label": "Observații",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "CA9AAF5B-74EE-4334-B768-3290F4E1C920",
"openFilters": [
{
"id": "958C4887-7AE9-43E4-B074-A18F4882FACA",
"includeAllOption": true,
"key": "den_agent",
"title": "Alege agentul",
"type": "text"
},
{
"id": "A05E165A-2646-4A5A-A9BB-034100762BDC",
"includeAllOption": true,
"key": "pers_fizica",
"title": "Persoană fizică? (1=da, 0=firmă)",
"type": "number"
}
],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": true,
"sortRules": [
{
"direction": "descending",
"id": "7AD27948-2F32-407E-8D8E-DF209C03F3B3",
"key": "sold_curent",
"type": "number"
}
],
"subtitle": "",
"subtitleKey": "den_agent",
"systemImage": "person.2",
"title": "Parteneri",
"titleKey": "denumire"
},
{
"actions": [],
"badgeKey": "rest",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "data_document",
"label": "Data",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
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"isVisible": true,
"key": "serie_document",
"label": "Serie",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "numar_document",
"label": "Număr",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "valoare",
"label": "Valoare cu TVA",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "incasat",
"label": "Încasat",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "rest",
"label": "Rest de încasat",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "50A8651C-B498-4ED4-BD8B-FC24D73F1408",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "den_client",
"label": "Client",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "tip_document",
"label": "Tip",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "serie_document",
"label": "Serie",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "numar_document",
"label": "Număr",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "data_document",
"label": "Data",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "valoare",
"label": "Valoare cu TVA",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "incasat",
"label": "Încasat",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "rest",
"label": "Rest de încasat",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "stare_factura",
"label": "Stare",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "1792C903-630D-4FB4-ABCB-3FD804E82FC2",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "descending",
"id": "AF6BF87F-DFAD-4F42-9A85-C4C7144FB10A",
"key": "data_document",
"type": "date"
}
],
"subtitle": "",
"subtitleKey": "den_client",
"systemImage": "doc.text",
"title": "Facturi neîncasate",
"titleKey": "numar_document"
}
],
"relations": [
{
"childDatasetID": "50A8651C-B498-4ED4-BD8B-FC24D73F1408",
"childKey": "den_client",
"id": "9B16A4F8-B89B-4132-89AF-061200341718",
"name": "Facturi neîncasate",
"parentDatasetID": "8D8E77BA-670E-4DA2-A8AB-AAC759A8F350",
"parentKey": "denumire"
}
],
"widgets": []
}
},
"format": "cifru-configuration-package",
"formatVersion": 1,
"manifest": {
"applicationName": "NexusERP",
"configurationLanguages": [
"ro"
],
"countries": [
"RO"
],
"createdAt": "2026-09-11T00:00:00Z",
"description": "Parteneri (Pro) pentru NexusERP — versiunea completă, cu soldul calculat live, drill-down în facturi și SQL personalizat.\n\nEcranul principal listează partenerii cu: sold curent (SdFnCrt411 din dbo.urmarire_parteneri), depășirea față de limita de credit (sold − limită), vânzările și încasările pe anul curent, plus datele de identificare (CIF/CNP, PF/firmă, agent, localitate, contact) și observațiile. Sortare implicită după sold descrescător (cei mai datori primii).\n\nDrill-down: atingi un partener și vezi inline „Facturi neîncasate” — documentele lui cu rest de încasat (valoare, încasat, rest, dată), din dbo.accesex_facturi_clienti. Filtre la deschidere: agent și persoană fizică/firmă.\n\nCum se calculează soldul: din funcția Nexus dbo.urmarire_parteneri(anluna, 'C', …) — soldul clienților (cont 411). Furnizorii apar cu sold 0 (soldul lor e pe 401; îți pot face o variantă pe furnizori la cerere). Soldul reflectă situația agregată; plățile nerepartizate pot influența totalul.\n\nIMPORTANT — performanță și durată: soldul se obține dintr-o funcție care agreghează toți clienții, deci reîmprospătarea cache-ului poate dura de la câteva zeci de secunde până la câteva minute. De aceea rularea e pe cache (reîmprospătare automată rară, la 12 ore) — ține Cifru deschis cât se actualizează, pentru că în fundal sistemul de operare poate întrerupe descărcarea. Testarea la import poate dura 1-2 minute.\n\nPregătire: login SQL read-only cu drept de SELECT/EXECUTE pe dbo.accesex_parteneri_view, dbo.urmarire_parteneri și dbo.accesex_facturi_clienti; acces securizat (VPN/TLS). Necesită plan Pro (SQL personalizat).",
"licenseCode": "Cifru-Community-1.0",
"minimumCifruVersion": "1.0",
"minimumPlan": "pro",
"packageID": "991BF83B-DE2F-4C8C-97E2-238CD8787E2E",
"rootButtonCount": 1,
"summary": "Parteneri cu SOLD LIVE din NexusERP (Pro): lista de parteneri cu sold curent (411), depășire față de limita de credit, vânzări/încasări pe an, contact, agent, PF/firmă și observații; atingi un partener și vezi drill-down cu facturile lui neîncasate (rest de încasat pe document). Filtre pe agent și PF/firmă. Read-only.",
"tags": [
"NexusERP",
"parteneri",
"clienti",
"sold",
"credit",
"restante",
"pro"
],
"title": "Parteneri (Pro)"
}
}