Bilans zaliczek

This commit is contained in:
Tomasz Boruc 2026-08-29 20:49:23 +02:00
parent 2f9780a9b5
commit b45325aac1
12 changed files with 388 additions and 7 deletions

View File

@ -4,6 +4,7 @@ namespace App\Http\Controllers;
use App\Models\User; use App\Models\User;
use Illuminate\View\View; use Illuminate\View\View;
use Spatie\Permission\Models\Role;
class DashboardController extends Controller class DashboardController extends Controller
{ {
@ -13,17 +14,37 @@ class DashboardController extends Controller
public function index(): View public function index(): View
{ {
$totalUsers = User::whereNull('deleted_at')->count(); $totalUsers = User::whereNull('deleted_at')->count();
$adminCount = User::role('admin')->whereNull('deleted_at')->count(); $adminCount = Role::where('name', 'admin')->exists()
$managerCount = User::role('kierownik')->whereNull('deleted_at')->count(); ? User::role('admin')->whereNull('deleted_at')->count()
$workerCount = User::role('pracownik')->whereNull('deleted_at')->count(); : 0;
$recentUsers = User::whereNull('deleted_at')->latest()->take(5)->get(); $managerCount = Role::where('name', 'kierownik')->exists()
? User::role('kierownik')->whereNull('deleted_at')->count()
: 0;
$workerCount = Role::where('name', 'pracownik')->exists()
? User::role('pracownik')->whereNull('deleted_at')->count()
: 0;
$recentUsers = User::with('advances')
->whereNull('deleted_at')
->get()
->filter(fn (User $user) => (float) $user->advances->sum('amount') < 0)
->sortByDesc('created_at')
->take(5)
->values();
$lowestAdvanceBalances = User::with('advances')
->whereNull('deleted_at')
->get()
->filter(fn (User $user) => (float) $user->advances->sum('amount') < 0)
->sortBy(fn (User $user) => (float) $user->advances->sum('amount'))
->take(10)
->values();
return view('dashboard', compact( return view('dashboard', compact(
'totalUsers', 'totalUsers',
'adminCount', 'adminCount',
'managerCount', 'managerCount',
'workerCount', 'workerCount',
'recentUsers' 'recentUsers',
'lowestAdvanceBalances'
)); ));
} }
} }

View File

@ -115,6 +115,16 @@ class UserController extends Controller
/** /**
* Formularz edycji wybranego użytkownika. * Formularz edycji wybranego użytkownika.
*/ */
public function show(User $user)
{
$user->load(['roles', 'advances.type']);
return view('users.show', [
'user' => $user,
'balance' => $user->advanceBalance()->value('balance') ?? 0,
]);
}
public function edit(User $user) public function edit(User $user)
{ {
$roles = Role::all(); $roles = Role::all();

View File

@ -33,6 +33,28 @@ class Advance extends Model
$advance->amount = $typeName === 'Wpłata' ? $amount : -$amount; $advance->amount = $typeName === 'Wpłata' ? $amount : -$amount;
}); });
static::saved(function (Advance $advance) {
static::refreshUserAdvanceBalance($advance->user_id);
if ($advance->wasChanged('user_id')) {
static::refreshUserAdvanceBalance($advance->getOriginal('user_id'));
}
});
static::deleted(function (Advance $advance) {
static::refreshUserAdvanceBalance($advance->user_id);
});
}
private static function refreshUserAdvanceBalance(int $userId): void
{
$balance = static::where('user_id', $userId)->sum('amount');
UserAdvanceBalance::updateOrCreate(
['user_id' => $userId],
['balance' => (float) $balance]
);
} }
public function user(): BelongsTo public function user(): BelongsTo

View File

@ -9,6 +9,7 @@ use Illuminate\Database\Eloquent\SoftDeletes;
use Illuminate\Foundation\Auth\User as Authenticatable; use Illuminate\Foundation\Auth\User as Authenticatable;
use Illuminate\Notifications\Notifiable; use Illuminate\Notifications\Notifiable;
use Illuminate\Database\Eloquent\Relations\HasMany; use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Database\Eloquent\Relations\HasOne;
use Spatie\Permission\Traits\HasRoles; // 1. Import traitu Spatie use Spatie\Permission\Traits\HasRoles; // 1. Import traitu Spatie
class User extends Authenticatable class User extends Authenticatable
@ -59,4 +60,9 @@ class User extends Authenticatable
{ {
return $this->hasMany(Advance::class); return $this->hasMany(Advance::class);
} }
public function advanceBalance(): HasOne
{
return $this->hasOne(UserAdvanceBalance::class);
}
} }

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@ -0,0 +1,29 @@
<?php
namespace App\Models;
use Illuminate\Database\Eloquent\Factories\HasFactory;
use Illuminate\Database\Eloquent\Model;
use Illuminate\Database\Eloquent\Relations\BelongsTo;
class UserAdvanceBalance extends Model
{
use HasFactory;
protected $fillable = [
'user_id',
'balance',
];
protected function casts(): array
{
return [
'balance' => 'decimal:2',
];
}
public function user(): BelongsTo
{
return $this->belongsTo(User::class);
}
}

View File

@ -0,0 +1,23 @@
<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
public function up(): void
{
Schema::create('user_advance_balances', function (Blueprint $table) {
$table->id();
$table->foreignId('user_id')->unique()->constrained()->cascadeOnDelete();
$table->decimal('balance', 12, 2)->default(0);
$table->timestamps();
});
}
public function down(): void
{
Schema::dropIfExists('user_advance_balances');
}
};

View File

@ -45,7 +45,7 @@ class UserSeeder extends Seeder
$pracownik->assignRole($pracownikRole); $pracownik->assignRole($pracownikRole);
// 2. Generowanie dodatkowych 30 losowych użytkowników z rolami (password = 'password') // 2. Generowanie dodatkowych 30 losowych użytkowników z rolami (password = 'password')
User::factory(30)->create()->each(function ($user) use ($pracownikRole, $kierownikRole) { User::factory(5)->create()->each(function ($user) use ($pracownikRole, $kierownikRole) {
$role = rand(1, 100) <= 80 ? $pracownikRole : $kierownikRole; $role = rand(1, 100) <= 80 ? $pracownikRole : $kierownikRole;
$user->assignRole($role); $user->assignRole($role);
}); });

View File

@ -133,6 +133,44 @@
</div> </div>
</div> </div>
{{-- Najniższy bilans zaliczek --}}
<div class="bg-white dark:bg-gray-800 p-6 rounded-lg shadow-sm border border-gray-200 dark:border-gray-700/50 lg:col-span-3">
<h3 class="text-lg font-semibold text-gray-900 dark:text-white mb-4">
Najniższy bilans zaliczek
</h3>
<div class="overflow-x-auto">
<table class="min-w-full text-left text-sm">
<thead>
<tr class="border-b border-gray-200 dark:border-gray-700 text-gray-500 dark:text-gray-400">
<th class="pb-3 pr-4 font-semibold">#</th>
<th class="pb-3 pr-4 font-semibold">Pracownik</th>
<th class="pb-3 pr-4 font-semibold text-right">Bilans</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200 dark:divide-gray-700/60">
@forelse($lowestAdvanceBalances ?? [] as $index => $user)
<tr>
<td class="py-3 pr-4 text-gray-700 dark:text-gray-200">{{ $index + 1 }}</td>
<td class="py-3 pr-4 text-gray-700 dark:text-gray-200">
<a href="{{ route('users.show', $user) }}" class="text-indigo-600 dark:text-indigo-400 hover:text-indigo-900 dark:hover:text-indigo-300 transition">
{{ $user->name }} {{ $user->surname }}
</a>
</td>
<td class="py-3 pr-4 text-right font-medium {{ ($user->advanceBalance?->balance ?? 0) <= 0 ? 'text-red-600 dark:text-red-400' : 'text-green-600 dark:text-green-400' }}">
{{ number_format((float) ($user->advanceBalance?->balance ?? 0), 2, ',', ' ') }}
</td>
</tr>
@empty
<tr>
<td colspan="3" class="py-3 text-gray-500 dark:text-gray-400 text-center">Brak danych o bilansach zaliczek.</td>
</tr>
@endforelse
</tbody>
</table>
</div>
</div>
</div> </div>
</div> </div>

View File

@ -128,7 +128,9 @@
<tr class="custom-table-row transition-colors duration-150"> <tr class="custom-table-row transition-colors duration-150">
<td class="py-4 px-4 font-medium text-gray-900 dark:text-white align-middle" style="text-align: center !important;"> <td class="py-4 px-4 font-medium text-gray-900 dark:text-white align-middle" style="text-align: center !important;">
{{ $user->name }} {{ $user->surname }} <a href="{{ route('users.show', $user) }}" class="text-indigo-600 dark:text-indigo-400 hover:text-indigo-900 dark:hover:text-indigo-300 transition font-medium">
{{ $user->name }} {{ $user->surname }}
</a>
</td> </td>
<td class="py-4 px-4 text-gray-600 dark:text-gray-300 align-middle" style="text-align: center !important;"> <td class="py-4 px-4 text-gray-600 dark:text-gray-300 align-middle" style="text-align: center !important;">

View File

@ -0,0 +1,99 @@
<x-app-layout>
<x-slot name="header">
<div class="flex items-center justify-between gap-4">
<h2 class="font-semibold text-xl text-gray-800 dark:text-white leading-tight">
Profil pracownika
</h2>
<a href="{{ route('users.index') }}" class="inline-flex items-center px-4 py-2 bg-gray-200 dark:bg-gray-700 hover:bg-gray-300 dark:hover:bg-gray-600 text-gray-800 dark:text-white text-sm font-medium rounded-md shadow-sm transition">
Powrót do listy
</a>
</div>
</x-slot>
<div class="py-12">
<div class="max-w-6xl mx-auto sm:px-6 lg:px-8 space-y-6">
<div class="bg-white dark:bg-gray-800 overflow-hidden shadow-sm sm:rounded-lg border border-gray-200 dark:border-gray-700/50">
<div class="p-6 text-gray-900 dark:text-white">
<div class="flex flex-col md:flex-row md:items-center md:justify-between gap-4">
<div>
<p class="text-sm uppercase tracking-wide text-gray-500 dark:text-gray-400">Pracownik</p>
<h3 class="mt-1 text-3xl font-bold">{{ $user->name }} {{ $user->surname }}</h3>
</div>
<div class="rounded-xl border border-indigo-200 bg-indigo-50 dark:border-indigo-500/40 dark:bg-indigo-500/10 px-5 py-4 min-w-[220px]">
<p class="text-xs uppercase tracking-wide text-indigo-700 dark:text-indigo-300">Bilans zaliczek</p>
<p class="mt-2 text-3xl font-bold {{ $balance >= 0 ? 'text-green-600 dark:text-green-400' : 'text-red-600 dark:text-red-400' }}">
{{ number_format((float) $balance, 2, ',', ' ') }}
</p>
</div>
</div>
</div>
</div>
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
<div class="bg-white dark:bg-gray-800 overflow-hidden shadow-sm sm:rounded-lg border border-gray-200 dark:border-gray-700/50 p-6">
<h4 class="text-lg font-semibold mb-4">Dane osobowe</h4>
<dl class="space-y-3 text-sm">
<div>
<dt class="text-gray-500 dark:text-gray-400">Imię</dt>
<dd class="font-medium text-gray-900 dark:text-white">{{ $user->name }}</dd>
</div>
<div>
<dt class="text-gray-500 dark:text-gray-400">Nazwisko</dt>
<dd class="font-medium text-gray-900 dark:text-white">{{ $user->surname }}</dd>
</div>
<div>
<dt class="text-gray-500 dark:text-gray-400">E-mail</dt>
<dd class="font-medium text-gray-900 dark:text-white break-all">{{ $user->email }}</dd>
</div>
<div>
<dt class="text-gray-500 dark:text-gray-400">Role</dt>
<dd class="font-medium text-gray-900 dark:text-white">
@forelse($user->roles as $role)
<span class="inline-flex items-center rounded-full bg-gray-100 dark:bg-gray-700 px-2.5 py-1 text-xs font-semibold text-gray-800 dark:text-gray-100 mr-2 mb-2">
{{ $role->name }}
</span>
@empty
<span class="text-gray-500 dark:text-gray-400">Brak ról</span>
@endforelse
</dd>
</div>
</dl>
</div>
<div class="lg:col-span-2 bg-white dark:bg-gray-800 overflow-hidden shadow-sm sm:rounded-lg border border-gray-200 dark:border-gray-700/50 p-6">
<h4 class="text-lg font-semibold mb-4">Podsumowanie finansowe</h4>
@if($user->advances->isEmpty())
<p class="text-gray-500 dark:text-gray-400">Brak zaliczek dla tego pracownika.</p>
@else
<div class="overflow-x-auto">
<table class="min-w-full text-left text-sm">
<thead>
<tr class="border-b border-gray-200 dark:border-gray-700 text-gray-500 dark:text-gray-400">
<th class="pb-3 pr-4 font-semibold">Data</th>
<th class="pb-3 pr-4 font-semibold">Typ</th>
<th class="pb-3 pr-4 font-semibold text-right">Kwota</th>
</tr>
</thead>
<tbody class="divide-y divide-gray-200 dark:divide-gray-700/60">
@foreach($user->advances->sortByDesc('date') as $advance)
<tr>
<td class="py-3 pr-4 text-gray-700 dark:text-gray-200">{{ $advance->date->format('d.m.Y') }}</td>
<td class="py-3 pr-4 text-gray-700 dark:text-gray-200">{{ $advance->type?->name ?? '—' }}</td>
<td class="py-3 pr-4 text-right font-medium {{ $advance->amount >= 0 ? 'text-green-600 dark:text-green-400' : 'text-red-600 dark:text-red-400' }}">
{{ number_format((float) $advance->amount, 2, ',', ' ') }}
</td>
</tr>
@endforeach
</tbody>
</table>
</div>
@endif
</div>
</div>
</div>
</div>
</x-app-layout>

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@ -29,6 +29,7 @@ Route::middleware(['auth', 'verified'])->group(function () {
Route::get('/users/deleted', [UserController::class, 'deleted'])->name('users.deleted'); Route::get('/users/deleted', [UserController::class, 'deleted'])->name('users.deleted');
Route::get('/users/create', [UserController::class, 'create'])->name('users.create'); Route::get('/users/create', [UserController::class, 'create'])->name('users.create');
Route::post('/users', [UserController::class, 'store'])->name('users.store'); Route::post('/users', [UserController::class, 'store'])->name('users.store');
Route::get('/users/{user}', [UserController::class, 'show'])->name('users.show');
Route::get('/users/{user}/edit', [UserController::class, 'edit'])->name('users.edit'); Route::get('/users/{user}/edit', [UserController::class, 'edit'])->name('users.edit');
Route::put('/users/{user}', [UserController::class, 'update'])->name('users.update'); Route::put('/users/{user}', [UserController::class, 'update'])->name('users.update');
Route::delete('/users/{user}', [UserController::class, 'destroy'])->name('users.destroy'); Route::delete('/users/{user}', [UserController::class, 'destroy'])->name('users.destroy');

View File

@ -138,3 +138,133 @@ test('manager can filter advances by text type and date range', function () {
$response->assertSee('100,00'); $response->assertSee('100,00');
$response->assertDontSee('200,00'); $response->assertDontSee('200,00');
}); });
test('manager can open employee profile and see current advance balance', function () {
Permission::firstOrCreate(['name' => 'users_access']);
$manager = User::factory()->create();
$managerRole = Role::firstOrCreate(['name' => 'kierownik']);
$managerRole->givePermissionTo(['zaliczki_access', 'users_access']);
$manager->assignRole($managerRole);
$employee = User::factory()->create(['name' => 'Jan', 'surname' => 'Kowalski']);
$fuel = AdvanceType::create(['name' => 'Paliwo']);
$deposit = AdvanceType::create(['name' => 'Wpłata']);
Advance::create(['date' => '2026-08-10', 'user_id' => $employee->id, 'amount' => 120, 'advance_type_id' => $fuel->id]);
Advance::create(['date' => '2026-08-11', 'user_id' => $employee->id, 'amount' => 500, 'advance_type_id' => $deposit->id]);
$response = $this->actingAs($manager)->get(route('users.show', $employee));
$response->assertOk();
$response->assertSee('Jan Kowalski');
$response->assertSee('380,00');
});
test('advance balance is recalculated after create update and delete', function () {
$employee = userWithAdvanceAccess();
$fuel = AdvanceType::create(['name' => 'Paliwo']);
$advance = Advance::create(['date' => '2026-08-10', 'user_id' => $employee->id, 'amount' => 120, 'advance_type_id' => $fuel->id]);
$this->assertDatabaseHas('user_advance_balances', [
'user_id' => $employee->id,
'balance' => -120,
]);
$advance->update(['amount' => 300]);
$this->assertDatabaseHas('user_advance_balances', [
'user_id' => $employee->id,
'balance' => -300,
]);
$advance->delete();
$this->assertDatabaseHas('user_advance_balances', [
'user_id' => $employee->id,
'balance' => 0,
]);
});
test('dashboard shows the lowest advance balances for employees', function () {
$manager = userWithAdvanceAccess('kierownik');
$fuel = AdvanceType::create(['name' => 'Paliwo']);
Role::firstOrCreate(['name' => 'pracownik']);
$worstEmployee = User::factory()->create(['name' => 'Anna', 'surname' => 'Najgorsza']);
$worstEmployee->assignRole('pracownik');
$betterEmployee = User::factory()->create(['name' => 'Piotr', 'surname' => 'Lepszy']);
$betterEmployee->assignRole('pracownik');
Advance::create(['date' => '2026-08-10', 'user_id' => $worstEmployee->id, 'amount' => 200, 'advance_type_id' => $fuel->id]);
Advance::create(['date' => '2026-08-11', 'user_id' => $betterEmployee->id, 'amount' => 50, 'advance_type_id' => $fuel->id]);
$response = $this->actingAs($manager)->get(route('dashboard'));
$response->assertOk();
$response->assertSee('Najniższy bilans zaliczek');
$response->assertSee('Anna Najgorsza');
$response->assertSee('-200,00');
});
test('dashboard prioritizes negative balances over zero balances', function () {
$manager = userWithAdvanceAccess('kierownik');
$fuel = AdvanceType::create(['name' => 'Paliwo']);
Role::firstOrCreate(['name' => 'pracownik']);
$negativeEmployee = User::factory()->create(['name' => 'Kasia', 'surname' => 'Minus']);
$negativeEmployee->assignRole('pracownik');
$zeroEmployee = User::factory()->create(['name' => 'Marek', 'surname' => 'Zero']);
$zeroEmployee->assignRole('pracownik');
Advance::create(['date' => '2026-08-01', 'user_id' => $negativeEmployee->id, 'amount' => 100, 'advance_type_id' => $fuel->id]);
Advance::create(['date' => '2026-08-02', 'user_id' => $zeroEmployee->id, 'amount' => 0, 'advance_type_id' => $fuel->id]);
$response = $this->actingAs($manager)->get(route('dashboard'));
$response->assertOk();
$response->assertSeeInOrder(['Kasia Minus']);
$response->assertDontSee('Marek Zero');
});
test('dashboard hides employees with zero or positive balance from the negative ledger', function () {
$manager = userWithAdvanceAccess('kierownik');
$fuel = AdvanceType::create(['name' => 'Paliwo']);
$deposit = AdvanceType::create(['name' => 'Wpłata']);
Role::firstOrCreate(['name' => 'pracownik']);
$negativeEmployee = User::factory()->create(['name' => 'Kasia', 'surname' => 'Minus']);
$negativeEmployee->assignRole('pracownik');
$zeroEmployee = User::factory()->create(['name' => 'Marek', 'surname' => 'Zero']);
$zeroEmployee->assignRole('pracownik');
$positiveEmployee = User::factory()->create(['name' => 'Ola', 'surname' => 'Plus']);
$positiveEmployee->assignRole('pracownik');
Advance::create(['date' => '2026-08-01', 'user_id' => $negativeEmployee->id, 'amount' => 100, 'advance_type_id' => $fuel->id]);
Advance::create(['date' => '2026-08-02', 'user_id' => $zeroEmployee->id, 'amount' => 0, 'advance_type_id' => $fuel->id]);
Advance::create(['date' => '2026-08-03', 'user_id' => $positiveEmployee->id, 'amount' => 50, 'advance_type_id' => $deposit->id]);
$response = $this->actingAs($manager)->get(route('dashboard'));
$response->assertOk();
$response->assertSee('Kasia Minus');
$response->assertDontSee('Marek Zero');
$response->assertDontSee('Ola Plus');
});
test('dashboard shows negative balances for users regardless of role', function () {
$manager = userWithAdvanceAccess('kierownik');
$fuel = AdvanceType::create(['name' => 'Paliwo']);
$user = User::factory()->create(['name' => 'Zbyszek', 'surname' => 'Minus']);
$user->syncRoles([]);
Advance::create(['date' => '2026-08-10', 'user_id' => $user->id, 'amount' => 150, 'advance_type_id' => $fuel->id]);
$response = $this->actingAs($manager)->get(route('dashboard'));
$response->assertOk();
$response->assertSee('Zbyszek Minus');
$response->assertSee('-150,00');
});