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suivicpt/resources/views/livewire/suivi/index.blade.php
T
jeremy bayseandClaude Sonnet 5 9114bb2e8d 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>
2026-08-01 08:24:14 +02:00

368 lines
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<div>
{{-- Mobile: quick single-purpose entry form --}}
<div
class="sm:hidden max-w-md mx-auto px-4 py-6 space-y-5"
x-data="{ toast: false }"
x-on:transaction-added.window="toast = true; setTimeout(() => toast = false, 2000)"
>
<h1 class="text-xl font-semibold text-text">Nouvelle opération</h1>
@if ($pendingRecurrences->isNotEmpty())
<div class="space-y-3">
<p class="text-sm font-medium text-text-muted">À confirmer ce mois-ci</p>
@foreach ($pendingRecurrences as $recurring)
<div class="bg-surface-alt border border-border-strong rounded-lg p-3" wire:key="pending-mobile-{{ $recurring->id }}">
<p class="text-sm text-text">{{ $recurring->name }} <span class="text-text-muted"> {{ $recurring->category->name }}</span></p>
<div class="mt-2 flex items-center gap-2">
<label for="pending-amount-mobile-{{ $recurring->id }}" class="sr-only">Montant pour {{ $recurring->name }}</label>
<input
x-ref="amount{{ $recurring->id }}"
id="pending-amount-mobile-{{ $recurring->id }}"
type="number"
step="0.01"
value="{{ $recurring->amount }}"
class="flex-1 bg-surface border-border-strong text-text rounded-md text-sm py-1.5"
/>
<button
type="button"
x-on:click="$wire.confirmRecurrence({{ $recurring->id }}, $refs.amount{{ $recurring->id }}.value)"
class="text-xs text-white bg-brand px-3 py-1.5 rounded-md focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
>
Confirmer
</button>
<button
type="button"
wire:click="dismissRecurrence({{ $recurring->id }})"
wire:confirm="Ignorer cette récurrence pour ce mois ?"
class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
>
Ignorer
</button>
</div>
</div>
@endforeach
</div>
@endif
<form wire:submit="addTransaction" class="space-y-5">
<fieldset>
<legend class="text-sm font-medium text-text-muted mb-2">Catégorie</legend>
<div class="space-y-4">
@foreach (['revenu' => ['label' => 'Revenus', 'ring' => 'ring-positive', 'active' => 'bg-positive-fill text-white border-positive-fill'], 'depense' => ['label' => 'Dépenses', 'ring' => 'ring-negative', 'active' => 'bg-negative-fill text-white border-negative-fill'], 'epargne' => ['label' => 'Épargne', 'ring' => 'ring-info', 'active' => 'bg-info-fill text-white border-info-fill']] as $typeValue => $meta)
@php $typeCategories = $categories->where('type', $typeValue); @endphp
@if ($typeCategories->isNotEmpty())
<div>
<p class="text-xs text-text-muted mb-1.5">{{ $meta['label'] }}</p>
<div class="grid grid-cols-2 gap-2">
@foreach ($typeCategories as $category)
@php
$isActive = (string) $categoryId === (string) $category->id;
$progress = $categoryProgress[$category->id] ?? null;
@endphp
<button
type="button"
wire:click="$set('categoryId', {{ $category->id }})"
aria-pressed="{{ $isActive ? 'true' : 'false' }}"
class="relative min-h-[52px] px-3 py-2 rounded-lg border text-sm font-medium text-left transition overflow-hidden focus:outline-none focus-visible:ring-2 {{ $meta['ring'] }}
{{ $isActive ? $meta['active'] : 'bg-surface border-border-strong text-text' }}"
>
@if ($progress !== null)
<span
aria-hidden="true"
class="absolute inset-y-0 left-0 {{ $isActive ? 'bg-white/25' : 'bg-text/10' }}"
style="width: {{ $progress['pct'] }}%"
></span>
@endif
<span class="relative flex flex-col gap-0.5">
<span class="flex items-center justify-between gap-2">
<span>{{ $category->name }}</span>
@if ($progress !== null)
<span class="text-xs font-normal {{ $isActive ? 'text-white/80' : 'text-text-muted' }}">{{ $progress['pct'] }}%</span>
@endif
</span>
@if ($progress !== null)
<span class="text-xs font-normal {{ $isActive ? 'text-white/70' : 'text-text-muted' }}">
{{ number_format($progress['remaining'], 0, ',', ' ') }} restants
</span>
@endif
</span>
</button>
@endforeach
</div>
</div>
@endif
@endforeach
</div>
<x-input-error :messages="$errors->get('categoryId')" class="mt-2" />
</fieldset>
<div>
<label for="mobile-amount" class="text-sm font-medium text-text-muted">Montant</label>
<div class="mt-1 relative">
<input
wire:model="amount"
id="mobile-amount"
type="number"
inputmode="decimal"
step="0.01"
placeholder="0.00"
class="w-full text-3xl font-semibold text-center py-4 rounded-lg bg-surface border-border-strong text-text focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
/>
<span class="absolute right-4 top-1/2 -translate-y-1/2 text-2xl text-text-muted"></span>
</div>
<x-input-error :messages="$errors->get('amount')" class="mt-2" />
</div>
<div>
<label for="mobile-details" class="text-sm font-medium text-text-muted">Détails (optionnel)</label>
<input
wire:model="details"
id="mobile-details"
type="text"
class="mt-1 w-full py-3 px-3 rounded-lg bg-surface border-border-strong text-text focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
/>
</div>
@if ($members->isNotEmpty())
<fieldset>
<legend class="text-sm font-medium text-text-muted mb-2">Payé par</legend>
<div class="grid grid-cols-2 gap-2">
<button
type="button"
wire:click="$set('paidByUserId', '')"
aria-pressed="{{ $paidByUserId === '' ? 'true' : 'false' }}"
class="min-h-[44px] px-3 py-2 rounded-lg border text-sm font-medium transition focus:outline-none focus-visible:ring-2 ring-brand
{{ $paidByUserId === '' ? 'bg-brand text-white border-brand' : 'bg-surface border-border-strong text-text' }}"
>
Commun
</button>
@foreach ($members as $member)
<button
type="button"
wire:click="$set('paidByUserId', '{{ $member->id }}')"
aria-pressed="{{ (string) $paidByUserId === (string) $member->id ? 'true' : 'false' }}"
class="min-h-[44px] px-3 py-2 rounded-lg border text-sm font-medium transition focus:outline-none focus-visible:ring-2 ring-brand
{{ (string) $paidByUserId === (string) $member->id ? 'bg-brand text-white border-brand' : 'bg-surface border-border-strong text-text' }}"
>
{{ $member->name }}
</button>
@endforeach
</div>
</fieldset>
@endif
<button
type="submit"
class="w-full py-4 rounded-lg bg-brand text-white text-lg font-semibold focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring focus-visible:ring-offset-2 focus-visible:ring-offset-surface"
>
Ajouter
</button>
</form>
<div
x-show="toast"
x-cloak
x-transition
role="status"
class="fixed bottom-6 left-1/2 -translate-x-1/2 bg-positive-fill text-white text-sm font-medium px-4 py-2 rounded-full shadow-lg"
>
Opération ajoutée
</div>
</div>
{{-- Desktop / tablet: full table view --}}
<div class="hidden sm:block max-w-6xl mx-auto py-6 px-4 sm:px-6 space-y-6">
<h1 class="text-xl font-semibold text-text">Suivi</h1>
<div class="grid grid-cols-2 sm:grid-cols-4 gap-4">
<div class="bg-surface shadow rounded-lg p-4">
<p class="text-xs text-text-muted">Date du jour</p>
<p class="mt-1 text-lg font-semibold text-text">{{ now()->translatedFormat('d M Y') }}</p>
</div>
<div class="bg-surface shadow rounded-lg p-4">
<p class="text-xs text-text-muted">Dernier enreg.</p>
<p class="mt-1 text-lg font-semibold text-brand">{{ $lastEntry?->date?->translatedFormat('d M Y') ?? '—' }}</p>
</div>
<div class="bg-surface shadow rounded-lg p-4">
<p class="text-xs text-text-muted">Nbr enreg.</p>
<p class="mt-1 text-lg font-semibold text-brand">{{ $nbrTotal }}</p>
<p class="text-xs text-text-muted">{{ $nbrThisYear }} cette année</p>
</div>
<div class="bg-surface shadow rounded-lg p-4">
<p class="text-xs text-text-muted">Affectation</p>
<p class="mt-1 text-lg font-semibold text-text">{{ number_format($unaffected, 2, ',', ' ') }} </p>
<p class="text-xs text-text-muted">revenus restent à affecter</p>
</div>
</div>
@if ($paidBySummary->isNotEmpty())
<div class="bg-surface shadow rounded-lg p-4">
<p class="text-xs text-text-muted mb-2">Dépenses ce mois-ci, par personne</p>
<div class="flex flex-wrap gap-4">
@foreach ($paidBySummary as $entry)
<div>
<p class="text-xs text-text-muted">{{ $entry['label'] }}</p>
<p class="text-sm font-semibold text-negative">{{ number_format($entry['total'], 2, ',', ' ') }} </p>
</div>
@endforeach
</div>
</div>
@endif
@if ($pendingRecurrences->isNotEmpty())
<div class="bg-surface shadow rounded-lg overflow-hidden">
<div class="px-4 py-2 bg-brand">
<h2 class="text-white font-semibold text-sm">À confirmer ce mois-ci</h2>
</div>
<ul class="divide-y divide-border">
@foreach ($pendingRecurrences as $recurring)
<li class="px-4 py-3 flex items-center justify-between gap-3" wire:key="pending-desktop-{{ $recurring->id }}">
<div class="min-w-0">
<p class="text-sm text-text">{{ $recurring->name }} <span class="text-text-muted"> {{ $recurring->category->name }}</span></p>
<p class="text-xs text-text-muted">le {{ $recurring->day_of_month }} de chaque mois</p>
</div>
<div class="flex items-center gap-2 shrink-0">
<label for="pending-amount-{{ $recurring->id }}" class="sr-only">Montant pour {{ $recurring->name }}</label>
<input
x-ref="amountDesktop{{ $recurring->id }}"
id="pending-amount-{{ $recurring->id }}"
type="number"
step="0.01"
value="{{ $recurring->amount }}"
class="w-28 bg-surface border-border-strong text-text rounded-md text-sm py-1"
/>
<button
type="button"
x-on:click="$wire.confirmRecurrence({{ $recurring->id }}, $refs.amountDesktop{{ $recurring->id }}.value)"
class="text-xs text-white bg-brand px-3 py-1.5 rounded-md focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
>
Confirmer
</button>
<button
type="button"
wire:click="dismissRecurrence({{ $recurring->id }})"
wire:confirm="Ignorer cette récurrence pour ce mois ?"
class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
>
Ignorer
</button>
</div>
</li>
@endforeach
</ul>
</div>
@endif
<div class="bg-surface shadow rounded-lg p-4">
<form wire:submit="addTransaction" class="grid grid-cols-1 sm:grid-cols-6 gap-3 items-end">
<div>
<x-input-label for="date" value="Date" />
<x-text-input wire:model="date" id="date" type="date" class="block mt-1 w-full text-sm" />
</div>
<div>
<x-input-label for="categoryId" value="Catégorie" />
<select wire:model="categoryId" id="categoryId" class="block mt-1 w-full rounded-md bg-surface border-border-strong text-text text-sm focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">
<option value=""></option>
@foreach ($categories as $category)
<option value="{{ $category->id }}">{{ $category->type->label() }} {{ $category->name }}</option>
@endforeach
</select>
<x-input-error :messages="$errors->get('categoryId')" class="mt-1" />
</div>
<div>
<x-input-label for="amount" value="Montant" />
<x-text-input wire:model="amount" id="amount" type="number" step="0.01" class="block mt-1 w-full text-sm" />
<x-input-error :messages="$errors->get('amount')" class="mt-1" />
</div>
<div class="sm:col-span-2">
<x-input-label for="details" value="Détails" />
<x-text-input wire:model="details" id="details" type="text" class="block mt-1 w-full text-sm" />
</div>
<div>
<x-input-label for="dateEffective" value="Date effective" />
<x-text-input wire:model="dateEffective" id="dateEffective" type="date" class="block mt-1 w-full text-sm" />
</div>
<div>
<x-input-label for="paidByUserId" value="Payé par" />
<select wire:model="paidByUserId" id="paidByUserId" class="block mt-1 w-full rounded-md bg-surface border-border-strong text-text text-sm focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">
<option value="">Commun</option>
@foreach ($members as $member)
<option value="{{ $member->id }}">{{ $member->name }}</option>
@endforeach
</select>
</div>
<div class="sm:col-span-6">
<x-primary-button>Ajouter</x-primary-button>
</div>
</form>
</div>
@php
$amountColor = fn ($t) => match ($t->category->type->value) {
'depense' => 'text-negative',
'epargne' => 'text-info',
default => 'text-positive',
};
$amountPrefix = fn ($t) => $t->category->type->value === 'depense' ? '' : '+';
@endphp
<div class="flex items-center gap-2">
<label for="filterPaidBy" class="text-xs text-text-muted">Payé par</label>
<select wire:model.live="filterPaidBy" id="filterPaidBy" class="rounded-md bg-surface border-border-strong text-text text-sm focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">
<option value="">Tout le monde</option>
<option value="common">Commun</option>
@foreach ($members as $member)
<option value="{{ $member->id }}">{{ $member->name }}</option>
@endforeach
</select>
</div>
<div class="bg-surface shadow rounded-lg overflow-hidden">
<div class="overflow-x-auto">
<table class="min-w-full text-sm">
<caption class="sr-only">Historique des transactions du foyer</caption>
<thead>
<tr class="bg-surface-alt text-xs text-text-muted uppercase">
<th scope="col" class="text-left px-4 py-2">Date</th>
<th scope="col" class="text-left px-4 py-2">Type</th>
<th scope="col" class="text-left px-4 py-2">Catégorie</th>
<th scope="col" class="text-right px-4 py-2">Montant</th>
<th scope="col" class="text-left px-4 py-2">Détails</th>
<th scope="col" class="text-left px-4 py-2">Payé par</th>
<th scope="col" class="text-right px-4 py-2">Balance</th>
<th scope="col" class="text-left px-4 py-2">Date effective</th>
<th scope="col" class="px-4 py-2"><span class="sr-only">Actions</span></th>
</tr>
</thead>
<tbody>
@forelse ($transactions as $transaction)
<tr class="border-t border-border/60">
<td class="px-4 py-2 whitespace-nowrap text-text">{{ $transaction->date->translatedFormat('d M Y') }}</td>
<td class="px-4 py-2 text-text">{{ $transaction->category->type->label() }}</td>
<td class="px-4 py-2 text-text">{{ $transaction->category->name }}</td>
<td class="px-4 py-2 text-right font-medium {{ $amountColor($transaction) }}">
{{ $amountPrefix($transaction) }}{{ number_format($transaction->amount, 2, ',', ' ') }}
</td>
<td class="px-4 py-2 text-text-muted">{{ $transaction->details }}</td>
<td class="px-4 py-2 text-text-muted">{{ $transaction->paidBy?->name ?? 'Commun' }}</td>
<td class="px-4 py-2 text-right font-semibold {{ ($running[$transaction->id] ?? 0) < 0 ? 'text-negative' : 'text-text' }}">
{{ number_format($running[$transaction->id] ?? 0, 2, ',', ' ') }}
</td>
<td class="px-4 py-2 whitespace-nowrap text-text-muted">{{ $transaction->date_effective->translatedFormat('d M Y') }}</td>
<td class="px-4 py-2 text-right">
<button wire:click="deleteTransaction({{ $transaction->id }})" wire:confirm="Supprimer cet enregistrement ?" aria-label="Supprimer l'opération {{ $transaction->category->name }} du {{ $transaction->date->translatedFormat('d M Y') }}" class="text-xs text-danger hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">
Suppr.
</button>
</td>
</tr>
@empty
<tr><td colspan="9" class="px-4 py-3 text-sm text-text-muted">Aucun enregistrement.</td></tr>
@endforelse
</tbody>
</table>
</div>
</div>
</div>
</div>