suivicpt/app/Livewire/Suivi/Index.php

<?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,
        ]);
    }
}