Track who paid each depense, with a "Commun" (shared) fallback

Adds a "payé par" field to transactions and recurring transactions:
either a household member or null (shared/common expense). No per-
member account balances — this is purely a "who paid" label, the
household's overall balance is unchanged and unaffected by any
filtering.

- paid_by_user_id nullable FK on transactions and recurring_transactions
- Suivi: "payé par" selector on both entry forms (desktop dropdown,
  mobile buttons), a filter above the transaction table, a "payé par"
  column, and a summary tile showing this month's depenses grouped
  by payer (including Commun)
- Recurring transactions carry paid_by_user_id onto the transaction
  they generate when confirmed
- Running balance is computed from all transactions regardless of
  the payer filter, so it never gets skewed by the active filter

11 new Pest tests (assignment, common fallback, non-member rejection,
filter isolation from the balance calc, per-payer summary, recurring
propagation). 69/69 total pass, Pint clean, verified end-to-end on
production data (desktop + mobile, test row created and removed).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
jeremy bayse
2026-08-01 08:24:14 +02:00
co-authored by Claude Sonnet 5
parent 5ef655d16f
commit 9114bb2e8d
10 changed files with 414 additions and 19 deletions
+32 -2
View File
@@ -4,6 +4,7 @@ declare(strict_types=1);
namespace App\Livewire\Recurring;
use App\Models\Household;
use App\Models\RecurringTransaction;
use Livewire\Attributes\Layout;
use Livewire\Component;
@@ -19,6 +20,8 @@ class Index extends Component
public string $dayOfMonth = '1';
public string $paidByUserId = '';
public ?int $editingId = null;
public string $editingName = '';
@@ -27,6 +30,23 @@ class Index extends Component
public string $editingDayOfMonth = '1';
public string $editingPaidByUserId = '';
/**
* Vide ou "0" = dépense commune (aucun membre précis). Vérifie que la
* valeur, si fournie, correspond bien à un membre du foyer courant.
*/
private function resolvePaidByUserId(Household $household, string $value): ?int
{
if ($value === '' || $value === '0') {
return null;
}
$isMember = $household->members()->whereKey((int) $value)->exists();
return $isMember ? (int) $value : null;
}
public function add(): void
{
$this->validate([
@@ -34,6 +54,7 @@ class Index extends Component
'categoryId' => ['required', 'exists:categories,id'],
'amount' => ['required', 'numeric', 'min:0.01'],
'dayOfMonth' => ['required', 'integer', 'min:1', 'max:28'],
'paidByUserId' => ['nullable', 'integer'],
]);
$household = auth()->user()->currentHousehold;
@@ -41,12 +62,13 @@ class Index extends Component
$household->recurringTransactions()->create([
'category_id' => $category->id,
'paid_by_user_id' => $this->resolvePaidByUserId($household, $this->paidByUserId),
'name' => $this->name,
'amount' => $this->amount,
'day_of_month' => $this->dayOfMonth,
]);
$this->reset(['name', 'categoryId', 'amount', 'dayOfMonth']);
$this->reset(['name', 'categoryId', 'amount', 'dayOfMonth', 'paidByUserId']);
$this->dayOfMonth = '1';
}
@@ -59,6 +81,7 @@ class Index extends Component
$this->editingName = $recurring->name;
$this->editingAmount = (string) $recurring->amount;
$this->editingDayOfMonth = (string) $recurring->day_of_month;
$this->editingPaidByUserId = $recurring->paid_by_user_id ? (string) $recurring->paid_by_user_id : '';
}
public function saveEdit(): void
@@ -70,12 +93,16 @@ class Index extends Component
'editingName' => ['required', 'string', 'max:255'],
'editingAmount' => ['required', 'numeric', 'min:0.01'],
'editingDayOfMonth' => ['required', 'integer', 'min:1', 'max:28'],
'editingPaidByUserId' => ['nullable', 'integer'],
]);
$household = auth()->user()->currentHousehold;
$recurring->update([
'name' => $this->editingName,
'amount' => $this->editingAmount,
'day_of_month' => $this->editingDayOfMonth,
'paid_by_user_id' => $this->resolvePaidByUserId($household, $this->editingPaidByUserId),
]);
$this->editingId = null;
@@ -107,7 +134,7 @@ class Index extends Component
$household = auth()->user()->currentHousehold;
$recurrences = $household->recurringTransactions()
->with('category')
->with(['category', 'paidBy'])
->orderBy('day_of_month')
->get();
@@ -117,9 +144,12 @@ class Index extends Component
->orderBy('position')
->get();
$members = $household->members()->orderBy('name')->get();
return view('livewire.recurring.index', [
'recurrences' => $recurrences,
'categories' => $categories,
'members' => $members,
]);
}
}