Files
suivicpt/app/Livewire/Suivi/Index.php
T
jeremy bayseandClaude Sonnet 5 b78c314569 Add recurring transactions with monthly confirmation flow
New "Récurrences" section lets users define recurring depense/epargne
models (name, category, default amount, day of month). Nothing is
created automatically: from the day a recurrence is due, it appears
as a pending proposal in Suivi (desktop + mobile) with an editable
amount, so variable bills (electricity, etc.) can be adjusted before
confirming. Dismissing a proposal skips it for the current month
without creating a transaction, and it reappears the following month.

- recurring_transactions table (household/category scoped, active flag,
  last_generated_year/month to prevent duplicate generation)
- transactions.recurring_transaction_id nullable FK to trace origin
- RecurringTransactionPolicy mirrors CategoryPolicy tenant scoping
- 10 new Pest tests covering CRUD, tenant isolation, and the
  pending/confirm/dismiss lifecycle across month boundaries (travelTo)

58/58 tests pass, Pint clean, verified end-to-end against production
data (test recurrence created and cleaned up).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-26 09:10:16 +02:00

174 lines
5.6 KiB
PHP

<?php
declare(strict_types=1);
namespace App\Livewire\Suivi;
use App\Enums\CategoryType;
use App\Models\BudgetLine;
use App\Models\RecurringTransaction;
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 confirmRecurrence(int $recurringId, string $amount): void
{
$household = auth()->user()->currentHousehold;
$recurring = $household->recurringTransactions()->findOrFail($recurringId);
$today = now();
if ($recurring->wasGeneratedFor((int) $today->year, (int) $today->month)) {
return;
}
$household->transactions()->create([
'category_id' => $recurring->category_id,
'recurring_transaction_id' => $recurring->id,
'user_id' => auth()->id(),
'date' => $today->toDateString(),
'date_effective' => $today->toDateString(),
'amount' => $amount,
'details' => $recurring->name,
]);
$recurring->update([
'last_generated_year' => $today->year,
'last_generated_month' => $today->month,
]);
$this->dispatch('transaction-added');
}
public function dismissRecurrence(int $recurringId): void
{
$household = auth()->user()->currentHousehold;
$recurring = $household->recurringTransactions()->findOrFail($recurringId);
$today = now();
$recurring->update([
'last_generated_year' => $today->year,
'last_generated_month' => $today->month,
]);
}
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);
$today = now();
$pendingRecurrences = $household->recurringTransactions()
->with('category')
->where('active', true)
->where('day_of_month', '<=', $today->day)
->get()
->reject(fn (RecurringTransaction $r) => $r->wasGeneratedFor((int) $today->year, (int) $today->month))
->sortBy('day_of_month')
->values();
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,
'pendingRecurrences' => $pendingRecurrences,
]);
}
}