Commit Graph

9 Commits

Author SHA1 Message Date
Vasyka f4ccc306dc feat: marjă internă — Settings % + toggle per manoperă + visibility flag
Adds three usability improvements to the marja internă feature:

1. Settings UI section "Marjă internă (nu TVA)" — configurable at tenant level
2. Per-line toggle "Aplică marjă" on each manoperă
3. Global visibility flag to hide margin details in-session

== 1. Settings page ==

New section on /app/settings (gated by FINANCE_VIEW_INTERNAL_MARGIN):
- "% marjă implicit" numeric input with % suffix, 0–90 range
- "Afișează detalii marjă la procesele calculate" toggle (default on)
- Explicit label "Marjă internă (nu TVA)" plus helper text explaining
  it's not the Moldovan tax — feeds into MarginResolver as the tenant
  default, applied only when the mechanic has no per-user margin.

Persists as company.settings.default_internal_margin_pct and
company.settings.show_internal_margin_details.

== 2. Per-line "Aplică marjă" toggle ==

New wo_works.apply_margin boolean, default true. When false:
  applied_margin_pct = 0
  salary_base = total   (mechanic gets salaried on the full amount)

Use case: oil change, tire mount, and similar "at-cost" services where
the shop doesn't want to hold back part of the labor rate. The owner
can flag those specific lines while keeping margin on diagnostic and
premium labor.

WorksRelationManager form gains a Toggle field (gated by
FINANCE_VIEW_INTERNAL_MARGIN); table gains a ToggleColumn for quick
inline flipping without opening the row.

Booted hook now recomputes salary_base when apply_margin is dirtied,
so toggling live in the table takes effect immediately.

== 3. Show internal margin details flag ==

Global tenant flag (default on): when off, the gray subtitle line
"Bază salariu: 200 · marjă 20%" under the Total column disappears for
everyone, even users with FINANCE_VIEW_INTERNAL_MARGIN.

Practical use: when reviewing a Fișă face-to-face with the client on
the manager's screen, flip the flag off from Settings for the day →
no risk of the client accidentally seeing internal numbers. Flip back
when done.

The flag lives in company.settings.show_internal_margin_details.

== Description text on the Total column ==

Now shows either:
- "Bază salariu: 200.00 MDL · marjă 20%" when apply_margin=true
- "Fără marjă · bază salariu = Total" when apply_margin=false
- nothing when show_internal_margin_details=false or role lacks permission

== Tests ==

InternalMarginToggleTest (5):
- apply_margin=false → salary_base equals total, applied_margin_pct=0
- apply_margin=true (default) still applies 20% margin
- Toggling apply_margin recomputes salary_base bidirectionally
- Company default margin resolves when mechanic has no per-user setting
- show_internal_margin_details flag persists correctly in Company.settings

Suite: 303 passed (845 assertions). Was 298.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-07-07 19:39:51 +00:00
Vasyka 70ca2fa74a feat: marjă internă per mechanic — hidden margin on labor
Client sees only Total. Salary is calculated from salary_base = client_price
× (1 − margin/100). Margin never appears in customer-facing surfaces (PDF,
tracking JSON, portal).

Terminology: "marjă internă" — internal profit margin. NOT VAT/TVA. Never
called NDS/TVA anywhere in the code to avoid confusion with real Moldova
tax reporting (Doc 19/1C integration).

== Configuration ==

Fallback chain (in MarginResolver::resolve):
  1. WorkOrder.override_margin_pct — per-Fișă for special contracts/VIP
  2. User.internal_margin_pct — per-mechanic (main setting)
  3. Company.settings.default_internal_margin_pct — tenant default
  4. 0.0 — no margin

Example (mechanic Andrei with 20% margin):
  User enters price_per_hour = 250 for 1h diagnosis
  → total = 250 (what client sees, goes into PDF)
  → salary_base = 250 × 0.80 = 200 (what mechanic gets salaried on)
  → applied_margin_pct = 20 (frozen)

If admin later changes Andrei's margin to 40%, the row's salary_base does
NOT change — history is immutable. Only new rows use the new margin.
Solves the retroactive-recompute problem for closed payroll periods.

== salary_base freeze semantics ==

wo_works gains 2 columns:
  salary_base decimal(10,2) nullable
  applied_margin_pct decimal(5,2) nullable

Frozen at save time by WorkOrderWork::saving hook. Recomputes only if
total OR master_id changes (i.e., someone actively edits the price or
reassigns the mechanic — in those cases we WANT the salary_base to
follow). Legacy rows (before this feature) have null salary_base;
PayrollCalculator falls back to total for them.

== PayrollCalculator uses salary_base ==

Previously: sum(wo_works.total) × works_pct → gave the mechanic a cut
of the price INCLUDING margin.

Now: sum(salary_base ?? total) × works_pct → the cut is from the
labor rate excluding margin.

Impact: for a 250 lei diagnosis at 20% margin with 50% payroll cut, the
mechanic gets 200 × 50% = 100 lei (was 250 × 50% = 125 lei). The shop
keeps the 50 lei margin regardless of the payroll %.

== RBAC gate ==

New permission FINANCE_VIEW_INTERNAL_MARGIN. Assigned to owner + admin +
manager + accountant in seed matrix. Not granted to mechanic,
receptionist, or viewer — those roles never see the "Bază salariu"
disclosure line or the margin % fields.

== UI surfaces ==

UserResource — new "Salariu & marjă" section (visible only with
FINANCE_VIEW_INTERNAL_MARGIN):
  - Tarif orar (MDL)
  - Marjă internă (%) with helper text explaining the -X% semantics
  - Placeholder tells manager the exact formula

WorkOrderResource form — new override_margin_pct field in the "Plată &
total" section, gated by same permission. Helper text: "Doar pentru
cazuri speciale. Lasă gol pentru a folosi marja mecanicului."

WorksRelationManager (WO edit page) — Total column now shows a gray
subtitle line "Bază salariu: 200.00 MDL · marjă 20%" ONLY for users
with FINANCE_VIEW_INTERNAL_MARGIN. Everyone else sees just Total.

== Contract tests: NO leak ==

InternalMarginTest verifies with black-box grepping that:
- WorkOrderPdfService::generate output contains NONE of
  {salary_base, internal_margin, applied_margin_pct, marja intern,
  Bază salariu}
- /api/track/{token} JSON payload contains NONE of the same terms
- wo_parts table has no salary_base column (margin ONLY on labor)
- Changing mechanic.internal_margin_pct after work is saved does NOT
  rewrite the historical salary_base (frozen)
- WO override wins over mechanic margin (contract-priced clients)
- Fallback chain: WO → mechanic → company default → 0

== Suite ==
298 passed (828 assertions). Was 285. +13 InternalMarginTest.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-07-07 09:44:46 +00:00
Vasyka e8078f157a Stage 9 — Subcontractor System: outsourced work with cost+markup
Schema:
- subcontractors (specialty, rating, contact)
- subcontract_jobs (work_order link, cost, markup_pct, client_price, status
  workflow, sent_at/eta/returned_at, paid_to_sub)

Models:
- SubcontractJob: auto number (SC-YY-NNNN), client_price = cost×(1+markup/100)
  when markup>0 (else manual), margin() helper, recalcs parent WO on save/delete
- WorkOrder.recalcTotal now includes non-cancelled subcontract job client_price

Filament (new "Subcontractare" nav group):
- SubcontractorResource (specialty/rating CRUD)
- SubcontractJobResource board with cost/client/margin columns + status filters,
  nav badge = open jobs
- SubcontractJobsRelationManager on WorkOrder

Tests (7 new):
- client_price from markup; manual price without markup; auto number;
  WO total includes jobs; cancelled excluded; delete recalcs; tenant isolation

Closes roadmap to 16/18 stages (only Stage 10 Bodyshop remains).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-28 06:43:15 +00:00
Vasyka a1be01b0d5 Stage 4 — Labor Catalog: fixed price + default parts + service templates
Schema:
- labors.pricing_mode (hourly/fixed) + fixed_price
- labor_parts (default parts auto-added with a labor)
- service_templates + service_template_items (labor/part bundles)

ServiceComposer:
- addLabor(wo, labor, withParts) — hourly (hours×rate) or fixed (fixed_price),
  then auto-adds the labor's default parts
- addPart(wo, part, qty) — catalog price snapshot
- applyTemplate(wo, template) — adds all labor+part lines, recalcs total
- hourlyRate from settings.labor_rate

Filament:
- LaborResource: pricing_mode (live) toggles hours/fixed_price fields,
  DefaultPartsRelationManager
- ServiceTemplateResource (Service group) with ItemsRelationManager
- WorkOrder edit "Aplică șablon" action → applyTemplate
- WorksRelationManager CreateAction auto-adds labor default parts

Tests (6 new):
- hourly rate×hours; fixed uses fixed_price; default parts auto-added;
  withParts=false skips; applyTemplate adds lines + recalcs total;
  templates tenant-isolated

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-28 06:16:50 +00:00
Vasyka c90c35d930 Stage 8 — Smart Pricing Engine: contextual coefficients
Contextual multipliers layered on top of base MarkupRule pricing, applied
per work-order line based on vehicle, client and urgency.

Schema:
- pricing_coefficients (multiplier, conditions JSON, priority, stackable)
- vehicles.vehicle_class (sedan/suv/commercial/hybrid/ev/premium)
- clients.is_vip
- work_orders.urgency (normal/urgent/express)

PricingEngine::quote(Part, Vehicle?, Client?, urgency):
- base = MarkupRule on buy_price (fallback sell_price or buy×1.30)
- context: class (explicit or inferred hybrid/ev from fuel), age, vip, urgency
- stackable coefficients all multiply; non-stackable take only the highest
- returns {base, final, applied[]} breakdown

PricingCoefficient::matches(ctx) — classes/age range/vip/urgency conditions
(empty = always applies).

Filament:
- PricingCoefficientResource with condition builder (classes, age, vip, urgency)
- vehicle_class select, client is_vip toggle, WO urgency select
- "Preț inteligent" action on WO parts shows breakdown + applies sell_price

Tests (6 new):
- base-only without coefficients; age coefficient gating; VIP; express urgency;
  stackable multiply vs non-stackable highest-wins; hybrid inferred from fuel

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-28 05:40:27 +00:00
Vasyka e48ef1b755 Stage 7+14 — Mechanic Board + Scan Center
Mechanic Workflow (Stage 7):
- /app/mechanic Filament page filtered to master_id = auth user
- Kanban 4 columns (in_work / awaiting_parts / ready / recent), each card
  shows WO#, plate, client, complaint summary, photo presence
- 2 KPI tiles (active now / closed today)
- Mobile-responsive grid (auto-fit, minmax 260px)

WarehouseService:
- issueNow(WorkOrderPart) — consume reservations immediately scoped to one
  line, without closing the WO (mechanic physically takes part now)
- returnPart(WorkOrderPart, qty?, notes?) — refund to stock as new batch
  at original buy_price, writes `return` event, capped at consumed total

WO PartsRelationManager:
- "Eliberează" action — visible when active reservation exists
- "Restituire" action — visible when consumed reservation exists, with qty
  modal + notes

Scan Center (Stage 14):
- PartResource "QR" action — per-part SVG QR with payload PART:<article|id>
- BulkAction "Tipărește etichete QR" → /parts/labels?ids=N,M (HTML A4 sheet,
  3-col grid, print CSS hides toolbar)
- /app/scan Filament page using html5-qrcode 2.3.8 (CDN), auto-picks back
  camera, decodes → Livewire dispatches scanner-decoded → resolveAndRedirect
- Lookup matches PART:N prefix, parts.article, parts.barcode, or numeric id
- Manual input fallback for browsers without camera

Tests (6 new):
- WarehouseIssueReturnTest (3): issueNow consumes immediately; returnPart
  creates positive batch + return event; over-return is capped
- ScannerLookupTest (3): PART: prefix lookup, raw barcode lookup, unknown miss

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 21:39:39 +00:00
Vasyka f0f9fdd555 Faza 3.4: Finanțe — Plăți + Cheltuieli + Cashflow
Schema:
- payments: client_id, work_order_id, user_id (operator), paid_at, amount,
  method (cash/card/transfer/mobile), reference, notes
- expenses: supplier_id, purchase_id, paid_at, category (salary/purchase/rent/
  utilities/advance/tax/fuel/tools/marketing/other), name, amount, method, ref

Logică auto:
- Payment::saved/deleted recalculează automat work_order.pay_status
  (unpaid → partial → paid) based on suma totală vs work_order.total
- WO model are noi metode: payments(), paidAmount(), balanceDue()

Filament resources (group Finanțe):
- PaymentResource: form cu legare opțională la WO + client; tabel cu
  Sum summary, filtre azi/luna_curentă/method
- ExpenseResource: 10 categorii preset, badge categ, total summary,
  filtru luna curentă
- PaymentsRelationManager pe WO: "Plăți" tab cu auto-fill client_id +
  user_id la creare

Widget FinanceOverview:
- Încasări (luna), Cheltuieli (luna), Profit (luna), Datorii clienți
- color coded: profit verde sau roșu, datorii galben/verde

Settings page fix (Filament v5):
- mount() folosește acum $this->form->fill([...]) în loc de $this->data direct
- Filament v5 cere fill explicit pentru a inițializa state-ul schemei

Seed:
- 1 plată parțială pe fișa BMW (200 din 750)
- 6 cheltuieli demo: 3 salarii, chirie, electricitate, achiziție piese

Total Filament tenant routes: 69.
2026-05-06 22:55:50 +00:00
Vasyka 7264dccffa Faza 3.3: Depozit — Furnizori + Catalog piese + Achiziții
Schema:
- suppliers: name, contact, phone/email/website, pay_terms, delivery_days,
  rating (1-5), discount_pct, categories (JSON), is_active, notes
- parts: name, article (UNIQUE per tenant), brand, category, qty/unit/min_qty,
  buy_price/sell_price, location (rack/bin), barcode, preferred_supplier_id,
  is_active. Index pe (company_id, category) și (company_id, is_active).
- purchases: număr unique per tenant + an, supplier_id, status workflow
  (draft/ordered/received/cancelled), order/expected/received/paid_at, total
- purchase_items: name, article, qty, unit, buy_price, total auto, received bool;
  link opțional la part_id
- wo_parts + part_id: linkare opțională la catalog (alter migration)

Modele cu logică:
- Part::adjustStock($delta) — modifică qty cu validare ≥ 0
- Part::isLow() / isOut() helpers
- Purchase::markReceived() — atomic: marchează items ca received + creste qty
  pe pieces din catalog (DB::transaction)
- WorkOrderPart::updating event — la trecerea status='installed' decrementează
  stoc auto. La revenire (ex: storno) incrementează la loc.
- PurchaseItem::saving — total = qty * buy_price; recalc parent total

Filament resources (group Depozit):
- SupplierResource: form 3 secțiuni, rating ★★★★★, TagsInput pentru categorii
- PartResource: form 4 secțiuni, badge nav cu nr. piese sub stoc minim,
  filtre low_stock + out_of_stock, coloană qty colorată după stoc
- PurchaseResource: form antet + RelationManager Items.
  Action 'Recepționează' care apelează markReceived() — un click = stoc actualizat

WorkOrder PartsRelationManager updated:
- Selector din catalog (Part::active) cu stoc afișat
- Auto-fill name/article/brand/unit/buy_price/sell_price din piesa selectată
- Helper text: la status='installed' se scade din stoc

Widget low-stock:
- TableWidget pe dashboard tenant, listează piesele cu qty <= min_qty
- Span full, sortat după qty (cele mai critice sus)

Seed:
- 2 furnizori (AutoParts Moldova SRL ★5, Inter Cars Moldova ★4)
- 5 piese demo: Ulei Shell, Filtru Mann, Plăcuțe Brembo, Antigel (qty=0!), Bujii NGK
- 1 achiziție recepționată (P-26-0001) cu 2 articole linked la catalog

Total Filament tenant routes: 63 (de la 31).
2026-05-06 21:58:30 +00:00
Vasyka 51a0bab39e Faza 3.2: Service modules — Norme-ore, Tehnicieni, Fișe lucru
Schema:
- users + specialization, color, hourly_rate (pentru maistri)
- labors: catalog manopere standard cu category/ore/preț (RO+RU)
- work_orders: nr unique per tenant, status workflow (9 stări),
  pay_status (3 stări), client/vehicle/master/deal/appointment refs,
  complaint/diagnosis/recommendations, total auto-calculat
- wo_works: manopere per fișă, recalc auto la save/delete
- wo_parts: piese per fișă (free-text deocamdată), discount/total auto

Filament resources (group Service):
- LaborResource: CRUD + grupare pe categorie + filter active
- WorkOrderResource: form complex în 4 secțiuni (antet, diagnostic, plată)
  + 2 RelationManagers (Works, Parts)
- MasterResource: vedere User filtrată role=mechanic, edit specializare/
  culoare calendar/tarif oră

Conversie auto: la adaugare manoperă din catalog Labor,
form populează numele + ore + preț/oră derivat (price/hours).

Number generator pentru WO: format WO-{YY}-{NNNN} per tenant per an,
calculat în CreateWorkOrder via WorkOrder::generateNumber().

Seed extins:
- 3 mecanici (Vasile/Andrei/Nicolae) cu culori + specializări
- 10 manopere standard din prototipul AutoCRM.html
- 1 fișă demo (BMW X5 plăcuțe Brembo) cu 1 manoperă + 1 piesă, total auto
2026-05-06 21:24:07 +00:00