jeremy bayseandClaude Sonnet 5
b78c314569
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>
281 lines
17 KiB
PHP
281 lines
17 KiB
PHP
<div>
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{{-- Mobile: quick single-purpose entry form --}}
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<div
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class="sm:hidden max-w-md mx-auto px-4 py-6 space-y-5"
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x-data="{ toast: false }"
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x-on:transaction-added.window="toast = true; setTimeout(() => toast = false, 2000)"
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>
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<h1 class="text-xl font-semibold text-text">Nouvelle opération</h1>
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@if ($pendingRecurrences->isNotEmpty())
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<div class="space-y-3">
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<p class="text-sm font-medium text-text-muted">À confirmer ce mois-ci</p>
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@foreach ($pendingRecurrences as $recurring)
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<div class="bg-surface-alt border border-border-strong rounded-lg p-3" wire:key="pending-mobile-{{ $recurring->id }}">
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<p class="text-sm text-text">{{ $recurring->name }} <span class="text-text-muted">— {{ $recurring->category->name }}</span></p>
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<div class="mt-2 flex items-center gap-2">
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<label for="pending-amount-mobile-{{ $recurring->id }}" class="sr-only">Montant pour {{ $recurring->name }}</label>
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<input
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x-ref="amount{{ $recurring->id }}"
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id="pending-amount-mobile-{{ $recurring->id }}"
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type="number"
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step="0.01"
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value="{{ $recurring->amount }}"
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class="flex-1 bg-surface border-border-strong text-text rounded-md text-sm py-1.5"
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/>
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<button
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type="button"
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x-on:click="$wire.confirmRecurrence({{ $recurring->id }}, $refs.amount{{ $recurring->id }}.value)"
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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"
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>
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Confirmer
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</button>
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<button
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type="button"
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wire:click="dismissRecurrence({{ $recurring->id }})"
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wire:confirm="Ignorer cette récurrence pour ce mois ?"
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class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
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>
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Ignorer
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</button>
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</div>
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</div>
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@endforeach
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</div>
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@endif
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<form wire:submit="addTransaction" class="space-y-5">
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<fieldset>
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<legend class="text-sm font-medium text-text-muted mb-2">Catégorie</legend>
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<div class="space-y-4">
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@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)
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@php $typeCategories = $categories->where('type', $typeValue); @endphp
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@if ($typeCategories->isNotEmpty())
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<div>
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<p class="text-xs text-text-muted mb-1.5">{{ $meta['label'] }}</p>
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<div class="grid grid-cols-2 gap-2">
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@foreach ($typeCategories as $category)
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<button
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type="button"
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wire:click="$set('categoryId', {{ $category->id }})"
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aria-pressed="{{ (string) $categoryId === (string) $category->id ? 'true' : 'false' }}"
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class="min-h-[52px] px-3 py-2 rounded-lg border text-sm font-medium text-left transition focus:outline-none focus-visible:ring-2 {{ $meta['ring'] }}
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{{ (string) $categoryId === (string) $category->id ? $meta['active'] : 'bg-surface border-border-strong text-text' }}"
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>
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{{ $category->name }}
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</button>
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@endforeach
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</div>
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</div>
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@endif
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@endforeach
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</div>
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<x-input-error :messages="$errors->get('categoryId')" class="mt-2" />
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</fieldset>
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<div>
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<label for="mobile-amount" class="text-sm font-medium text-text-muted">Montant</label>
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<div class="mt-1 relative">
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<input
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wire:model="amount"
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id="mobile-amount"
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type="number"
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inputmode="decimal"
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step="0.01"
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placeholder="0.00"
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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"
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/>
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<span class="absolute right-4 top-1/2 -translate-y-1/2 text-2xl text-text-muted">€</span>
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</div>
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<x-input-error :messages="$errors->get('amount')" class="mt-2" />
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</div>
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<div>
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<label for="mobile-details" class="text-sm font-medium text-text-muted">Détails (optionnel)</label>
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<input
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wire:model="details"
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id="mobile-details"
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type="text"
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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"
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/>
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</div>
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<button
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type="submit"
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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"
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>
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Ajouter
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</button>
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</form>
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<div
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x-show="toast"
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x-cloak
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x-transition
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role="status"
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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"
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>
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✓ Opération ajoutée
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</div>
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</div>
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{{-- Desktop / tablet: full table view --}}
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<div class="hidden sm:block max-w-6xl mx-auto py-6 px-4 sm:px-6 space-y-6">
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<h1 class="text-xl font-semibold text-text">Suivi</h1>
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<div class="grid grid-cols-2 sm:grid-cols-4 gap-4">
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<div class="bg-surface shadow rounded-lg p-4">
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<p class="text-xs text-text-muted">Date du jour</p>
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<p class="mt-1 text-lg font-semibold text-text">{{ now()->translatedFormat('d M Y') }}</p>
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</div>
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<div class="bg-surface shadow rounded-lg p-4">
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<p class="text-xs text-text-muted">Dernier enreg.</p>
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<p class="mt-1 text-lg font-semibold text-brand">{{ $lastEntry?->date?->translatedFormat('d M Y') ?? '—' }}</p>
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</div>
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<div class="bg-surface shadow rounded-lg p-4">
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<p class="text-xs text-text-muted">Nbr enreg.</p>
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<p class="mt-1 text-lg font-semibold text-brand">{{ $nbrTotal }}</p>
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<p class="text-xs text-text-muted">{{ $nbrThisYear }} cette année</p>
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</div>
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<div class="bg-surface shadow rounded-lg p-4">
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<p class="text-xs text-text-muted">Affectation</p>
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<p class="mt-1 text-lg font-semibold text-text">{{ number_format($unaffected, 2, ',', ' ') }} €</p>
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<p class="text-xs text-text-muted">revenus restent à affecter</p>
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</div>
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</div>
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@if ($pendingRecurrences->isNotEmpty())
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<div class="bg-surface shadow rounded-lg overflow-hidden">
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<div class="px-4 py-2 bg-brand">
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<h2 class="text-white font-semibold text-sm">À confirmer ce mois-ci</h2>
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</div>
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<ul class="divide-y divide-border">
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@foreach ($pendingRecurrences as $recurring)
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<li class="px-4 py-3 flex items-center justify-between gap-3" wire:key="pending-desktop-{{ $recurring->id }}">
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<div class="min-w-0">
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<p class="text-sm text-text">{{ $recurring->name }} <span class="text-text-muted">— {{ $recurring->category->name }}</span></p>
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<p class="text-xs text-text-muted">le {{ $recurring->day_of_month }} de chaque mois</p>
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</div>
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<div class="flex items-center gap-2 shrink-0">
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<label for="pending-amount-{{ $recurring->id }}" class="sr-only">Montant pour {{ $recurring->name }}</label>
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<input
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x-ref="amountDesktop{{ $recurring->id }}"
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id="pending-amount-{{ $recurring->id }}"
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type="number"
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step="0.01"
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value="{{ $recurring->amount }}"
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class="w-28 bg-surface border-border-strong text-text rounded-md text-sm py-1"
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/>
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<button
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type="button"
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x-on:click="$wire.confirmRecurrence({{ $recurring->id }}, $refs.amountDesktop{{ $recurring->id }}.value)"
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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"
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>
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Confirmer
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</button>
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<button
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type="button"
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wire:click="dismissRecurrence({{ $recurring->id }})"
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wire:confirm="Ignorer cette récurrence pour ce mois ?"
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class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
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>
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Ignorer
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</button>
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</div>
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</li>
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@endforeach
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</ul>
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</div>
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@endif
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<div class="bg-surface shadow rounded-lg p-4">
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<form wire:submit="addTransaction" class="grid grid-cols-1 sm:grid-cols-6 gap-3 items-end">
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<div>
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<x-input-label for="date" value="Date" />
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<x-text-input wire:model="date" id="date" type="date" class="block mt-1 w-full text-sm" />
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</div>
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<div>
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<x-input-label for="categoryId" value="Catégorie" />
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<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">
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<option value="">—</option>
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@foreach ($categories as $category)
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<option value="{{ $category->id }}">{{ $category->type->label() }} — {{ $category->name }}</option>
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@endforeach
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</select>
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<x-input-error :messages="$errors->get('categoryId')" class="mt-1" />
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</div>
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<div>
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<x-input-label for="amount" value="Montant" />
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<x-text-input wire:model="amount" id="amount" type="number" step="0.01" class="block mt-1 w-full text-sm" />
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<x-input-error :messages="$errors->get('amount')" class="mt-1" />
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</div>
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<div class="sm:col-span-2">
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<x-input-label for="details" value="Détails" />
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<x-text-input wire:model="details" id="details" type="text" class="block mt-1 w-full text-sm" />
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</div>
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<div>
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<x-input-label for="dateEffective" value="Date effective" />
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<x-text-input wire:model="dateEffective" id="dateEffective" type="date" class="block mt-1 w-full text-sm" />
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</div>
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<div class="sm:col-span-6">
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<x-primary-button>Ajouter</x-primary-button>
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</div>
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</form>
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</div>
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@php
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$amountColor = fn ($t) => match ($t->category->type->value) {
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'depense' => 'text-negative',
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'epargne' => 'text-info',
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default => 'text-positive',
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};
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$amountPrefix = fn ($t) => $t->category->type->value === 'depense' ? '−' : '+';
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@endphp
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<div class="bg-surface shadow rounded-lg overflow-hidden">
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<div class="overflow-x-auto">
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<table class="min-w-full text-sm">
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<caption class="sr-only">Historique des transactions du foyer</caption>
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<thead>
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<tr class="bg-surface-alt text-xs text-text-muted uppercase">
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<th scope="col" class="text-left px-4 py-2">Date</th>
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<th scope="col" class="text-left px-4 py-2">Type</th>
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<th scope="col" class="text-left px-4 py-2">Catégorie</th>
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<th scope="col" class="text-right px-4 py-2">Montant</th>
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<th scope="col" class="text-left px-4 py-2">Détails</th>
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<th scope="col" class="text-right px-4 py-2">Balance</th>
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<th scope="col" class="text-left px-4 py-2">Date effective</th>
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<th scope="col" class="px-4 py-2"><span class="sr-only">Actions</span></th>
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</tr>
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</thead>
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<tbody>
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@forelse ($transactions as $transaction)
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<tr class="border-t border-border/60">
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<td class="px-4 py-2 whitespace-nowrap text-text">{{ $transaction->date->translatedFormat('d M Y') }}</td>
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<td class="px-4 py-2 text-text">{{ $transaction->category->type->label() }}</td>
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<td class="px-4 py-2 text-text">{{ $transaction->category->name }}</td>
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<td class="px-4 py-2 text-right font-medium {{ $amountColor($transaction) }}">
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{{ $amountPrefix($transaction) }}{{ number_format($transaction->amount, 2, ',', ' ') }} €
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</td>
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<td class="px-4 py-2 text-text-muted">{{ $transaction->details }}</td>
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<td class="px-4 py-2 text-right font-semibold {{ ($running[$transaction->id] ?? 0) < 0 ? 'text-negative' : 'text-text' }}">
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{{ number_format($running[$transaction->id] ?? 0, 2, ',', ' ') }} €
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</td>
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<td class="px-4 py-2 whitespace-nowrap text-text-muted">{{ $transaction->date_effective->translatedFormat('d M Y') }}</td>
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<td class="px-4 py-2 text-right">
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<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">
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Suppr.
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</button>
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</td>
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</tr>
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@empty
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<tr><td colspan="8" class="px-4 py-3 text-sm text-text-muted">Aucun enregistrement.</td></tr>
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@endforelse
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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