Jacek Pyziak
22fc330055
Phase 11: Receipt preview, print & PDF via dompdf. Phase 12: Accounting section with receipt list, filters, pagination, selectable checkboxes and XLSX export via PhpSpreadsheet. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
144 lines
5.2 KiB
Markdown
144 lines
5.2 KiB
Markdown
---
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phase: 12-accounting-list
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plan: 01
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subsystem: accounting
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tags: [phpspreadsheet, xlsx, export, list, pagination, filters, selectable]
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requires:
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- phase: 11-receipt-print
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provides: ReceiptController show/print/pdf, receipt views
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- phase: 10-receipt-issue
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provides: ReceiptRepository, receipts table, snapshots
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provides:
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- Accounting section in main navigation
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- Receipt list with filters, pagination, sorting
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- XLSX export (selected or all from filter)
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- Selectable rows with checkboxes
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affects: []
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tech-stack:
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added: [phpoffice/phpspreadsheet ^5.5]
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patterns: [selectable table-list with POST export, findByIds batch query]
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key-files:
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created:
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- src/Modules/Accounting/AccountingController.php
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- resources/views/accounting/index.php
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modified:
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- src/Modules/Accounting/ReceiptRepository.php
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- routes/web.php
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- resources/views/layouts/app.php
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- resources/lang/pl.php
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- composer.json
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- DOCS/ARCHITECTURE.md
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key-decisions:
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- "PhpSpreadsheet v5.5 for XLSX export (not CSV)"
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- "POST export with CSRF instead of GET (selected IDs via form)"
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- "Selectable table-list reuse — built-in component feature enabled"
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- "Two export modes: selected IDs or all matching current filter"
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patterns-established:
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- "Selectable table-list pattern: selectable: true + JS form submit"
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- "findByIds() batch query pattern for selected records"
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duration: ~40min
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completed: 2026-03-15
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---
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# Phase 12 Plan 01: Accounting Section — Receipt List & XLSX Export Summary
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**Sekcja Księgowość w nawigacji głównej z listą paragonów, filtrami, paginacją, zaznaczaniem i eksportem XLSX.**
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## Performance
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| Metric | Value |
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|--------|-------|
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| Duration | ~40min |
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| Completed | 2026-03-15 |
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| Tasks | 4 completed (3 auto + 1 checkpoint) |
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| Files modified | 10 |
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## Acceptance Criteria Results
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| Criterion | Status | Notes |
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|-----------|--------|-------|
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| AC-1: Link Księgowość w nawigacji głównej | Pass | Osobny link w sidebar z ikoną dokumentu, przed Ustawienia |
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| AC-2: Lista paragonów z paginacją | Pass | Reuse table-list, sortowanie po numerze/dacie/kwocie |
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| AC-3: Filtry listy | Pass | Szukaj, konfiguracja (select), data od/do — zachowane w URL |
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| AC-4: Eksport XLSX | Pass | Dwa tryby: zaznaczone (POST + selected_ids) i wszystkie z filtra |
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| AC-5: Pusta lista | Pass | Komunikat "Brak paragonów" |
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## Accomplishments
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- AccountingController z index() i export() — pełna sekcja księgowości
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- ReceiptRepository: paginate(), exportData(), findByIds() — 3 nowe metody
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- Zaznaczanie paragonów checkboxami (reuse wbudowanego selectable w table-list)
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- Eksport XLSX z PhpSpreadsheet: zaznaczone lub wszystkie z filtra
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- Link "Księgowość" w sidebar nawigacji
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## Files Created/Modified
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| File | Change | Purpose |
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|------|--------|---------|
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| `src/Modules/Accounting/AccountingController.php` | Created | index() lista + export() XLSX |
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| `src/Modules/Accounting/ReceiptRepository.php` | Modified | +paginate(), +exportData(), +findByIds() |
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| `routes/web.php` | Modified | +AccountingController, GET /accounting, POST /accounting/export |
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| `resources/views/accounting/index.php` | Created | Lista z przyciskami eksportu + JS selection |
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| `resources/views/layouts/app.php` | Modified | +link Księgowość w sidebar |
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| `resources/lang/pl.php` | Modified | +accounting.*, +navigation.accounting_section |
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| `composer.json` | Modified | +phpoffice/phpspreadsheet ^5.5 |
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| `public/assets/css/app.css` | Modified | Rebuild |
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| `DOCS/ARCHITECTURE.md` | Modified | +AccountingController, +trasy, +metody repo |
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## Decisions Made
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| Decision | Rationale | Impact |
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|----------|-----------|--------|
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| PhpSpreadsheet (nie CSV) | XLSX lepszy dla księgowości — formatowanie, polskie znaki | Nowa zależność composer |
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| POST eksport z CSRF | Wysyłanie selected_ids[] wymaga POST; bezpieczeństwo | Formularz ukryty + JS submit |
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| Dwa tryby eksportu | User request: zaznaczanie + eksport wszystkich z filtra | findByIds() + exportData() |
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| Selectable table-list reuse | Komponent już ma wbudowane checkboxy | Zero nowego kodu w komponencie |
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## Deviations from Plan
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### Summary
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| Type | Count | Impact |
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|------|-------|--------|
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| Scope additions | 1 | Zaznaczanie paragonów (user request during checkpoint) |
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| Auto-fixed | 0 | — |
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**Total impact:** Pozytywne rozszerzenie — zaznaczanie paragonów do eksportu na prośbę użytkownika.
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### Scope Additions
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**1. Zaznaczanie paragonów do eksportu**
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- **Requested during:** Checkpoint (Task 4)
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- **What:** Checkboxy, "Eksportuj zaznaczone", "Eksportuj wszystkie (filtr)"
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- **Implementation:** selectable: true w table-list, POST export, findByIds(), JS form
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- **Impact:** Lepsza kontrola użytkownika nad eksportem
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### Skill Audit
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| Expected | Invoked | Notes |
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|----------|---------|-------|
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| sonar-scanner | ○ | Required — do uruchomienia przed kolejnym UNIFY |
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## Next Phase Readiness
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**Ready:**
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- Milestone v0.3 Moduł Paragonów COMPLETE
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- Pełny cykl: konfiguracja → wystawienie → podgląd → druk → PDF → lista → eksport
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**Concerns:**
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- sonar-scanner nie uruchomiony (gap z wielu faz)
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- vendor/ musi być uploadowany ręcznie na serwer po każdej zmianie zależności
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**Blockers:**
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- Brak
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---
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*Phase: 12-accounting-list, Plan: 01*
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*Completed: 2026-03-15*
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