f4ccc306dce8cea0238f4857ebca3bb2270499de
4 Commits
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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> |
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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>
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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> |
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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
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