updateField()'s client branch previously rejected any name that didn't
match an existing "Client" term, on the assumption the front-end's
datalist restricted input to known names -- it doesn't, it only
suggests them, so this blocked adding a genuinely new client from the
inline edit even though the content type itself allows it. Now creates
the term (same "autocreate" behavior as a standard Drupal entity
reference autocomplete widget) rather than erroring.
Frontend also appends the newly created name to allClientsList so it
shows up in the filter dropdown/datalist immediately, not just after a
reload picks it up via fetchClientNames().
Verified live: typed a brand-new client name inline, save succeeded,
confirmed the taxonomy term was actually created in the database and
the filter datalist updated immediately -- then reverted the test node
and deleted the test term.
New POST /lignes/{node}/champ endpoint (LedgerActionsController::updateField(),
whitelisted to client/facture/libelle -> field_client/field_numero_facture/
field_notes) mirrors updateType(): skips the répartition invariant check
for this save (client/facture/libellé never touch montant_ht or
field_repartition, so it can only ever leave a pre-existing historical
mismatch as it was, never introduce one), wrapped in the same
skip_validation state flag with a try/finally.
Client resolves the typed text against existing "Client" taxonomy terms
only (same known-names list the toolbar's Client filter already offers
via a datalist) -- a non-match is rejected with a clear error rather
than silently creating a new term from a typo.
Frontend mirrors the existing editingTypeId/startEditType/saveType
pattern exactly, generalized to any of the three fields via a single
{id, field} editingCell state.
Verified live: editing all three fields on a row with a known
répartition écart succeeds (bypass confirmed), an unknown client name
is rejected with a visible error and the display value stays unchanged,
and the database was confirmed clean of test artifacts afterward.
Several entrées for the same client often share the same title format
("EPAU - 2026-01-05"), so being able to type the invoice number itself
is what actually finds the right one quickly. buildEntityQuery()
withholds $match from the parent call (which would otherwise add its
own title-only condition) and applies it manually as an OR across title
and field_numero_facture instead.
Verified live: searching "F2549" (not present in the title at all, only
in field_numero_facture) now correctly surfaces that entrée; a
title-only search and a no-match search both still behave as before.
field_entree_liee is multi-value, but the single #tags entity_autocomplete
rendered it as one comma-separated text box -- functionally correct but
easy to mistake for "only one entrée can be linked". Rebuilt as one
autocomplete field per link plus an "Ajouter une référence" button (the
classic Drupal multi-value pattern, matching the Répartition paragraphs
widget already used elsewhere in this form). Clearing a field's text
drops that link on save, rather than a "remove" button -- a remove
button would need to shift every later delta, which fights Drupal's own
value-restoration-on-AJAX-rebuild (verified live: that restoration only
works cleanly for pure appends at a stable delta, which is all
addItem() does).
Verified end-to-end via raw AJAX POSTs against a real 3-entrée versement:
initial load pre-fills 3 separate fields, "Ajouter" appends a 4th empty
one without disturbing the first 3, and submitting with one field
cleared and a new one filled saves exactly the expected set.
filterEntreeGroup, reconciliationByEntree and versementStatus only ever
searched `rows`, the currently loaded date-range slice -- a versement
linked to entrées from other years (confirmed live: one node had 3
linked entrées spanning 2023/2025/2025) silently only showed whatever
happened to be in the loaded window, both in the drill-down modal and in
the reste-à-verser/sur-versé math.
Added LedgerStatsController::groupeEntree() (GET /lignes/api/groupe/
{node}), a real DB query following field_entree_liee in both directions
(a node's own targets, and any node referencing it) -- something the
client can't discover from a partial window. toggleEntreeFilter() now
fetches the complete group up front and merges whatever isn't already
loaded into groupExtraRows; every affected computed reads the combined
pool via a new allKnownRows.
Also stopped versementStatus from defaulting to a false "ok" when a
linked entrée's reconciliation can't be resolved yet -- it now reports a
distinct "inconnu" (À vérifier) status instead of silently assuming
everything's settled.
Three related changes to the /lignes table:
1. The "Client" filter is now a text input with a <datalist> instead
of a <select> -- 50+ clients made the dropdown unwieldy. v-model.lazy
(not the default per-keystroke binding) since a change here triggers
ensureScrollable() and a hash rewrite, which shouldn't fire on every
character typed.
2. Clicking a "versement freelance" row's own status badge (Non liée /
Reste à verser / Sur-versé) now drills down the same way an entrée's
"N sorties liées" badge already did, instead of only being clickable
from the entrée side.
3. field_entree_liee is now multi-value (cardinality unlimited) --
sometimes one payment covers several client invoices at once.
LinkEntreeForm uses #tags => TRUE (a single comma-separated
autocomplete field, Drupal's field-API-native multi-value shape on
submit, no manual tag parsing needed). This is the deeper change and
touches most of the reconciliation logic in home.js:
- buildRows() reads field_entree_liee as an array
(entreeLieeIds/entreeLieeLabels) -- JSON:API always returns a list
for a multi-cardinality relationship now, even with 0 or 1 items.
- sortiesByEntree indexes a sortie under every entrée it links to.
- reconciliationByEntree splits a multi-linked sortie's répartition
equally across its linked entrées -- there's no per-link amount to
divide by, so equal split is the least-wrong assumption available
rather than counting the sortie's full amount against every linked
entrée (which would double-count the same money).
- versementStatus() sums residuals across all of a versement's linked
entrées for its own compte(s), skipping any not in the currently
loaded window (same accepted trade-off reconciliationByEntree
already had).
- The drill-down (filterEntreeId) is now filterEntreeGroup, a
transitive closure over shared entrée<->sortie links -- clicking
one entrée (or, per #2, one versement) surfaces every other entrée
it's connected to through a shared sortie, and every sortie linked
to any of them, not just the originally-clicked one's direct links.
Verified end-to-end: linked a real unlinked versement to two entrées
for the same client via the actual form submission (no manual DB
edit), confirmed both persisted, confirmed the link button's tooltip
lists both, and confirmed clicking either the versement's or an
entrée's badge produces the same 3-row connected group with correct
drill-down footer totals. Reverted the test link afterward.
Three new field_type_ligne values (config/sync +
figli_compta_ledger.install for fresh-install parity), wired through
every place that enumerates the type list: LedgerActionsController's
inline type-change endpoint, home.js's type dropdown/badge, dashboard.js's
per-type chart, home.css's badge colors.
Sous-traitant is linkable to field_entree_liee (pays out against a
client's work, like versement/achat); salaire/stage and charges local
pro are not (structural costs, like charge). Turns out 13 lines
already carried "salaire_stage" and 1 "sous_traitant" as raw field
values from the historical migration -- list_string doesn't enforce
allowed_values at the storage level, so they saved fine but had no
label and weren't selectable in the UI until now.
Also fixes a real bug this surfaced: filtering /lignes by a sparse
type (e.g. "Autre") silently broke the sliding window -- so few rows
matched that the table no longer overflowed, so it never fired another
'scroll' event, so loadOlder()/loadNewer() never ran again ("les lignes
antérieures ne chargent plus"). Added ensureScrollable(), which keeps
extending the window in both directions whenever a thinning filter
(compte/client/type/écarts) leaves too little to scroll, and widened
the trim cap while filtering (MAX_LOADED_MONTHS_FILTERED) since the
normal 30-month cap actively fights a sparse filter -- extending one
end and immediately trimming the other nets out to nearly the same
slice every round. Bounded by a round counter rather than "did the
window stop moving": addMonths() uses Date#setMonth(), which isn't
invertible for month-end dates, so the window can drift indefinitely
in tiny steps without ever exactly repeating.
Verified: filtering by "Autre" now finds 24 matches (was stuck at 1)
and the view becomes scrollable within ~17s, settling cleanly rather
than hanging.
Nav: a small "Grand livre" / "Dashboard" switcher, top-right on both
pages, with the current page highlighted. Needed hook_theme() to
declare current_route as an accepted variable for both theme hooks --
same class of bug as the earlier can_view_history fix: an undeclared
variable passed via the render array is silently dropped rather than
reaching Twig.
Dashboard: replaced the old "solde par compte / par client" tables
(computed client-side from a full unwindowed JSON:API fetch of every
node -- the same performance problem the /lignes sliding window was
built to avoid, just not yet felt at 1500+ lines) with a single
aggregate endpoint (DashboardStatsController, plain SQL GROUP BY) and
five chart panels: CA par année, solde par compte (diverging,
red/green), solde par compte trend (small multiples per compte),
répartition par type, top clients par CA. No charting library --
small dependency-free div/CSS bar charts (HBarChart/ColumnChart/
MiniTrend components in dashboard.js), consistent with this project
vendoring its own JS.
Two data-correctness fixes along the way: (1) the historical stray
mistyped dates (0213-06-15, 2015-08-29 -- preserved as-is per this
module's policy) needed excluding from per-year buckets without
excluding their money from all-time totals, so the filtering happens
per-output-field in PHP rather than as a blanket SQL date range. (2)
PHP silently casts numeric-looking array keys ("2021") to actual
integers, so array_keys() on a year-keyed map produces a mix of ints
and strings -- json_encode emits the int ones as bare JSON numbers in
a list (unlike object keys, which JSON always stringifies), which
broke the frontend's annees[i].slice(2) trend-card labels. Fixed with
an explicit array_map('strval', ...).
Verified: bar widths/colors match the underlying data exactly (e.g.
EXT.'s red bar is proportionally sized against Maud's green one per
their actual solde ratio), all 8 trend cards render correct year
labels, and both nav links correctly highlight on their own page.
updateType() only ever touches field_type_ligne (and possibly
field_entree_liee) -- never montant_ht or field_repartition -- so it
can't introduce a new répartition mismatch, only leave an existing
one (preserved from historical data, per the module's own docblock)
untouched. Wrap the save in the same skip_validation state flag the
migration scripts use, scoped tightly with try/finally so it always
clears even if save() throws for an unrelated reason.
Verified: changing the type of a line with a known -0.02€ écart now
succeeds, the écart is unchanged afterward (montant_ht and the
répartition sum both identical to before), and the state flag reads
back unset once the request completes.
Clicking a row's type badge swaps it for a native <select> in place;
picking a new value POSTs to a new endpoint
(LedgerActionsController::updateType) instead of opening the full
edit modal for this one field.
The endpoint goes through the normal node save() lifecycle, so
figli_compta_ledger_node_presave() still forces a proper revision and
still enforces the répartition invariant -- nothing here bypasses
that. It also clears a stale field_entree_liee when the new type is
no longer linkable (versement/achat/hébergement), mirroring the full
form's #states visibility rule. CSRF-protected via core's own
/session/token, scoped to CsrfRequestHeaderAccessCheck::TOKEN_KEY to
match what that endpoint actually generates. Verified end-to-end via
the real click flow: correct revision (user + timestamp), correct
optimistic UI update, correct field_entree_liee clearing, and 400/403
on invalid type / missing CSRF respectively.
totauxAnnee() excluded ouverture lines, so the footer showed net
movement for the year rather than the actual account balance -- it
never matched the "clôture calculée" (ouverture + movement) that the
ouverture/clôture reconciliation badge's tooltip cites for the same
year, which was confusing side by side. Verified per compte: ouverture
2023 minus the reconciliation écart now equals the footer's 2022
total exactly, to the cent, for every compte.
Each year's ouverture (opening balance) should match the previous
year's calculated closing balance (that year's own ouverture + every
movement dated within it). The historical spreadsheets carry real
gaps here that were preserved as-is during migration -- this surfaces
them per compte, on the ouverture row(s) they affect, the same way
the per-ligne écart column already does, rather than correcting them.
New LedgerStatsController::reconciliationOuverture() endpoint (a
single grouped SQL aggregate over ouverture vs. non-ouverture lines
per year/compte, not per-node loading) backs a small badge shown only
on the affected ouverture row(s), scoped to whichever compte that
specific row's répartition touches.
With 5+ years of migrated history, loading every ligne up front took
~40s. The table now only ever holds a date-range window (~18 months
around today by default), extended by 6 months when scrolling near
either edge and trimmed from the far end past a 30-month cap. The
totals footer and "Année" filter can't be answered from a partial
window, so they're backed by two new small endpoints
(LedgerStatsController) instead: per-compte totals for whichever year
is currently scrolled into view, and the distinct list of years with
data.
Several entrées for the same client often share the same title
format ("EPAU - 2026-01-05"), which isn't enough to tell them apart
when linking a sortie. Append the amount and the notes/invoice
reference to each suggestion's label -- verified end to end (real
autocomplete HTTP request, then an actual save) that the richer label
still parses back to the right node id.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
New field_entree_liee (entity reference, node -> node) on
ligne_comptable, restricted to entrée-type nodes via a custom
EntreeClientSelection plugin -- narrows further to the same client as
the sortie being linked when one is already known, using the
referencing-entity context Drupal's selection handler API passes
through (getSelectionHandler($field, $entity)).
Quick-link UI (per the associates' explicit ask: no need to open the
full ligne_comptable form just for this):
- A chain-link icon next to the edit pencil on versement/achat/
hébergement rows (the only types that pay out against a client
invoice) opens LinkEntreeForm, a one-field AJAX modal, reusing the
same modal/close-on-save plumbing as the edit form. Filled/colored
when already linked, with the linked entrée's label on hover.
Also present (states-hidden unless one of those three types is
selected) on the full node form for whoever's already there anyway.
- Entrée rows get a reconciliation badge once at least one sortie
links back to them, clickable to drill the table down to just that
entrée and its linked sorties.
Conformity check assumes multi-compte répartition on both sides (an
entrée's répartition and each linked sortie's répartition can each
split across several comptes -- confirmed this is the real shape of
"hébergement" sorties, e.g. OVH/HETZNER renewals split across all 8
comptes, even though versement/achat lines happen to always be
single-compte in the current data). Per compte, compares the entrée's
répartition share (positive, owed) against the summed répartition of
every linked sortie (negative, paid) -- a residual near zero means
settled, positive means still owed ("reste à verser"), negative means
overpaid ("sur-versé", flagged for a closer look).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Found while adding field_entree_liee's autocomplete: core's
system.entity_autocomplete route is '_access: TRUE' by design --
EntityQuery::accessCheck() only enforces node grants (published
status), not the base 'access content' permission, so it doesn't
respect this site's login-only lockdown the way every other route
does. Verified anonymously via plain curl that the *existing*
field_client (client taxonomy) autocomplete leaked real client names
the same way -- this isn't specific to the new field, it's a gap in
any entity reference autocomplete on the site.
hook_route_alter() doesn't exist anymore in this Drupal version
(routing moved to an event-based RoutingEvents::ALTER subscriber) --
a first attempt using the procedural hook silently did nothing.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Every save now forces a new revision, unconditionally:
- Form: hide the "Create new revision" checkbox and the log message
field (#access = FALSE, not just a default) so submitted values for
either can't override them -- Form API discards user input for
#access-denied elements and falls back to #default_value.
- hook_node_presave(): the same thing enforced for any save that
doesn't go through the form (drush scripts, etc.), plus explicitly
setting the revision author (current user) and revision timestamp.
setNewRevision(TRUE) alone does NOT refresh revision_timestamp -- it
carries over the previous revision's value, which would silently
mislabel every edit with its predecessor's save time. Verified via a
drush test save before/after.
- Applies regardless of figli_compta_ledger.skip_validation: that flag
is about the répartition-sum check on historical imports, a
different concern -- revision history is never exempted.
New /lignes/historique page (HistoryController): a single reverse-
chronological feed across every ligne_comptable's revisions, gated by
the 'view ligne_comptable revisions' permission (granted to all three
associate roles). Conceptually a revision of one ligne is a revision
of the grand livre as a whole, so this aggregates across nodes rather
than reusing Drupal's per-node revision history page. Each row links
to that specific revision via core's existing revision-view route.
Linked from the /lignes toolbar, shown only when the current user has
the permission.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- New /lignes route (set as site front page): full line-by-line table of
every ligne comptable, Vue app with filters (compte/client/type/année)
and month/year grouping, columns matching the original spreadsheet
(one per compte). Rows with répartition ≠ montant HT are visibly
flagged (red row + écart column), not hidden or auto-corrected.
- /dashboard now only holds the aggregate solde-par-compte/par-client view
- Migrated all 199 real 2026 transaction lines + 9 opening balances (from
REPORT CLOTURE 2025) via a drush import script, preserving raw source
data (known répartition mismatches included) -- validated with a new
state-flag bypass of the presave check, used only for historical import
- Added "Autre" as an allowed field_type_ligne value for edge-case rows
- Client taxonomy grew from 15 seeded terms to the full unified list
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
- Content type "Ligne comptable" with Paragraphs "Répartition" (Compte + Montant)
- Taxonomies: Compte (9 comptes) and Client (unified client list)
- hook_node_presave + form validate: sum(répartition) must equal montant HT
- /dashboard route (progressive decoupling): Vue 3 app fetching JSON:API,
computing solde par compte / par client client-side
- "Ajouter une ligne" opens the real Drupal node form in an AJAX modal
- Gin as default + admin theme
- 9 opening-balance lines seeded from suivi_compta_SASFigli2026_v2.ods
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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