Initial commit: SuiviCPT personal finance tracker

Laravel 11 + Livewire 3/Volt + Alpine.js + Tailwind app for household budget planning, transaction tracking, and financial dashboards. - Multi-tenant households with member invites - Plan: monthly/yearly budget per category with overrides - Suivi: transaction log with running balance (desktop + mobile quick-entry) - Dashboard: budget vs tracked breakdown + Chart.js donuts - Flux: Sankey diagram of income allocation - WCAG 2.1 AA color tokens, dark mode, accessible tables/forms - 50 Pest tests Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-25 22:39:42 +02:00
commit d8dc57a5df
164 changed files with 19880 additions and 0 deletions
@@ -0,0 +1,119 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Suivi;
+
+use App\Enums\CategoryType;
+use App\Models\BudgetLine;
+use App\Models\Transaction;
+use Livewire\Attributes\Layout;
+use Livewire\Component;
+
+#[Layout('layouts.app')]
+class Index extends Component
+{
+    public string $date;
+
+    public string $dateEffective;
+
+    public ?int $categoryId = null;
+
+    public string $amount = '';
+
+    public string $details = '';
+
+    public function mount(): void
+    {
+        $this->date = now()->toDateString();
+        $this->dateEffective = now()->toDateString();
+    }
+
+    public function addTransaction(): void
+    {
+        $this->validate([
+            'date' => ['required', 'date'],
+            'dateEffective' => ['required', 'date'],
+            'categoryId' => ['required', 'exists:categories,id'],
+            'amount' => ['required', 'numeric'],
+            'details' => ['nullable', 'string', 'max:255'],
+        ]);
+
+        $household = auth()->user()->currentHousehold;
+        $category = $household->categories()->findOrFail($this->categoryId);
+
+        $household->transactions()->create([
+            'category_id' => $category->id,
+            'user_id' => auth()->id(),
+            'date' => $this->date,
+            'date_effective' => $this->dateEffective,
+            'amount' => $this->amount,
+            'details' => $this->details,
+        ]);
+
+        $this->reset(['categoryId', 'amount', 'details']);
+        $this->date = now()->toDateString();
+        $this->dateEffective = now()->toDateString();
+
+        $this->dispatch('transaction-added');
+    }
+
+    public function deleteTransaction(int $transactionId): void
+    {
+        $household = auth()->user()->currentHousehold;
+        $transaction = $household->transactions()->findOrFail($transactionId);
+        $transaction->delete();
+    }
+
+    public function render()
+    {
+        $household = auth()->user()->currentHousehold;
+
+        $transactions = $household->transactions()
+            ->with('category')
+            ->orderByDesc('date')
+            ->orderByDesc('id')
+            ->get();
+
+        $chronological = $transactions->sortBy(['date', 'id'])->values();
+
+        $running = [];
+        $balance = 0.0;
+        foreach ($chronological as $t) {
+            $sign = $t->category->type === CategoryType::Revenu ? 1 : -1;
+            $balance += (float) $t->amount * $sign;
+            $running[$t->id] = $balance;
+        }
+
+        $year = (int) now()->year;
+        $month = (int) now()->month;
+
+        $revenueCategoryIds = $household->categories()->where('type', CategoryType::Revenu)->pluck('id');
+
+        $revenueBudget = (float) BudgetLine::whereIn('category_id', $revenueCategoryIds)
+            ->where('year', $year)
+            ->where(fn ($q) => $q->where('month', $month)->orWhereNull('month'))
+            ->get()
+            ->groupBy('category_id')
+            ->map(fn ($lines) => $lines->firstWhere('month', $month)?->amount ?? $lines->firstWhere('month', null)?->amount ?? 0)
+            ->sum();
+
+        $revenueTracked = (float) $household->transactions()
+            ->whereHas('category', fn ($q) => $q->where('type', CategoryType::Revenu))
+            ->whereYear('date_effective', $year)
+            ->whereMonth('date_effective', $month)
+            ->sum('amount');
+
+        $unaffected = max(0, $revenueBudget - $revenueTracked);
+
+        return view('livewire.suivi.index', [
+            'transactions' => $transactions,
+            'running' => $running,
+            'categories' => $household->categories()->orderBy('type')->orderBy('position')->get(),
+            'nbrThisYear' => $transactions->filter(fn (Transaction $t) => $t->date->year === $year)->count(),
+            'nbrTotal' => $transactions->count(),
+            'lastEntry' => $transactions->first(),
+            'unaffected' => $unaffected,
+        ]);
+    }
+}