Add recurring transactions with monthly confirmation flow

New "Récurrences" section lets users define recurring depense/epargne
models (name, category, default amount, day of month). Nothing is
created automatically: from the day a recurrence is due, it appears
as a pending proposal in Suivi (desktop + mobile) with an editable
amount, so variable bills (electricity, etc.) can be adjusted before
confirming. Dismissing a proposal skips it for the current month
without creating a transaction, and it reappears the following month.

- recurring_transactions table (household/category scoped, active flag,
  last_generated_year/month to prevent duplicate generation)
- transactions.recurring_transaction_id nullable FK to trace origin
- RecurringTransactionPolicy mirrors CategoryPolicy tenant scoping
- 10 new Pest tests covering CRUD, tenant isolation, and the
  pending/confirm/dismiss lifecycle across month boundaries (travelTo)

58/58 tests pass, Pint clean, verified end-to-end against production
data (test recurrence created and cleaned up).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

app/Livewire/Recurring/Index.php

@@ -0,0 +1,125 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Recurring;
+
+use App\Models\RecurringTransaction;
+use Livewire\Attributes\Layout;
+use Livewire\Component;
+
+#[Layout('layouts.app')]
+class Index extends Component
+{
+    public string $name = '';
+
+    public ?int $categoryId = null;
+
+    public string $amount = '';
+
+    public string $dayOfMonth = '1';
+
+    public ?int $editingId = null;
+
+    public string $editingName = '';
+
+    public string $editingAmount = '';
+
+    public string $editingDayOfMonth = '1';
+
+    public function add(): void
+    {
+        $this->validate([
+            'name' => ['required', 'string', 'max:255'],
+            'categoryId' => ['required', 'exists:categories,id'],
+            'amount' => ['required', 'numeric', 'min:0.01'],
+            'dayOfMonth' => ['required', 'integer', 'min:1', 'max:28'],
+        ]);
+
+        $household = auth()->user()->currentHousehold;
+        $category = $household->categories()->findOrFail($this->categoryId);
+
+        $household->recurringTransactions()->create([
+            'category_id' => $category->id,
+            'name' => $this->name,
+            'amount' => $this->amount,
+            'day_of_month' => $this->dayOfMonth,
+        ]);
+
+        $this->reset(['name', 'categoryId', 'amount', 'dayOfMonth']);
+        $this->dayOfMonth = '1';
+    }
+
+    public function startEdit(int $recurringId): void
+    {
+        $recurring = RecurringTransaction::findOrFail($recurringId);
+        $this->authorize('update', $recurring);
+
+        $this->editingId = $recurring->id;
+        $this->editingName = $recurring->name;
+        $this->editingAmount = (string) $recurring->amount;
+        $this->editingDayOfMonth = (string) $recurring->day_of_month;
+    }
+
+    public function saveEdit(): void
+    {
+        $recurring = RecurringTransaction::findOrFail($this->editingId);
+        $this->authorize('update', $recurring);
+
+        $this->validate([
+            'editingName' => ['required', 'string', 'max:255'],
+            'editingAmount' => ['required', 'numeric', 'min:0.01'],
+            'editingDayOfMonth' => ['required', 'integer', 'min:1', 'max:28'],
+        ]);
+
+        $recurring->update([
+            'name' => $this->editingName,
+            'amount' => $this->editingAmount,
+            'day_of_month' => $this->editingDayOfMonth,
+        ]);
+
+        $this->editingId = null;
+    }
+
+    public function cancelEdit(): void
+    {
+        $this->editingId = null;
+    }
+
+    public function toggleActive(int $recurringId): void
+    {
+        $recurring = RecurringTransaction::findOrFail($recurringId);
+        $this->authorize('update', $recurring);
+
+        $recurring->update(['active' => ! $recurring->active]);
+    }
+
+    public function delete(int $recurringId): void
+    {
+        $recurring = RecurringTransaction::findOrFail($recurringId);
+        $this->authorize('delete', $recurring);
+
+        $recurring->delete();
+    }
+
+    public function render()
+    {
+        $household = auth()->user()->currentHousehold;
+
+        $recurrences = $household->recurringTransactions()
+            ->with('category')
+            ->orderBy('day_of_month')
+            ->get();
+
+        $categories = $household->categories()
+            ->whereIn('type', ['depense', 'epargne'])
+            ->orderBy('type')
+            ->orderBy('position')
+            ->get();
+
+        return view('livewire.recurring.index', [
+            'recurrences' => $recurrences,
+            'categories' => $categories,
+        ]);
+    }
+}

app/Livewire/Suivi/Index.php

@@ -6,6 +6,7 @@ namespace App\Livewire\Suivi;
 
 use App\Enums\CategoryType;
 use App\Models\BudgetLine;
+use App\Models\RecurringTransaction;
 use App\Models\Transaction;
 use Livewire\Attributes\Layout;
 use Livewire\Component;
@@ -65,6 +66,48 @@ class Index extends Component
         $transaction->delete();
     }
 
+    public function confirmRecurrence(int $recurringId, string $amount): void
+    {
+        $household = auth()->user()->currentHousehold;
+        $recurring = $household->recurringTransactions()->findOrFail($recurringId);
+
+        $today = now();
+
+        if ($recurring->wasGeneratedFor((int) $today->year, (int) $today->month)) {
+            return;
+        }
+
+        $household->transactions()->create([
+            'category_id' => $recurring->category_id,
+            'recurring_transaction_id' => $recurring->id,
+            'user_id' => auth()->id(),
+            'date' => $today->toDateString(),
+            'date_effective' => $today->toDateString(),
+            'amount' => $amount,
+            'details' => $recurring->name,
+        ]);
+
+        $recurring->update([
+            'last_generated_year' => $today->year,
+            'last_generated_month' => $today->month,
+        ]);
+
+        $this->dispatch('transaction-added');
+    }
+
+    public function dismissRecurrence(int $recurringId): void
+    {
+        $household = auth()->user()->currentHousehold;
+        $recurring = $household->recurringTransactions()->findOrFail($recurringId);
+
+        $today = now();
+
+        $recurring->update([
+            'last_generated_year' => $today->year,
+            'last_generated_month' => $today->month,
+        ]);
+    }
+
     public function render()
     {
         $household = auth()->user()->currentHousehold;
@@ -106,6 +149,16 @@ class Index extends Component
 
         $unaffected = max(0, $revenueBudget - $revenueTracked);
 
+        $today = now();
+        $pendingRecurrences = $household->recurringTransactions()
+            ->with('category')
+            ->where('active', true)
+            ->where('day_of_month', '<=', $today->day)
+            ->get()
+            ->reject(fn (RecurringTransaction $r) => $r->wasGeneratedFor((int) $today->year, (int) $today->month))
+            ->sortBy('day_of_month')
+            ->values();
+
         return view('livewire.suivi.index', [
             'transactions' => $transactions,
             'running' => $running,
@@ -114,6 +167,7 @@ class Index extends Component
             'nbrTotal' => $transactions->count(),
             'lastEntry' => $transactions->first(),
             'unaffected' => $unaffected,
+            'pendingRecurrences' => $pendingRecurrences,
         ]);
     }
 }

app/Models/Household.php

@@ -44,4 +44,9 @@ class Household extends Model
     {
         return $this->hasMany(HouseholdInvite::class);
     }
+
+    public function recurringTransactions(): HasMany
+    {
+        return $this->hasMany(RecurringTransaction::class);
+    }
 }

app/Models/RecurringTransaction.php

@@ -0,0 +1,45 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+class RecurringTransaction extends Model
+{
+    protected $fillable = [
+        'household_id', 'category_id', 'name', 'amount', 'day_of_month',
+        'active', 'last_generated_year', 'last_generated_month',
+    ];
+
+    protected function casts(): array
+    {
+        return [
+            'amount' => 'decimal:2',
+            'active' => 'boolean',
+        ];
+    }
+
+    public function household(): BelongsTo
+    {
+        return $this->belongsTo(Household::class);
+    }
+
+    public function category(): BelongsTo
+    {
+        return $this->belongsTo(Category::class);
+    }
+
+    public function transactions(): HasMany
+    {
+        return $this->hasMany(Transaction::class);
+    }
+
+    public function wasGeneratedFor(int $year, int $month): bool
+    {
+        return $this->last_generated_year === $year && $this->last_generated_month === $month;
+    }
+}

app/Models/Transaction.php

@@ -9,7 +9,7 @@ use Illuminate\Database\Eloquent\Relations\BelongsTo;
 
 class Transaction extends Model
 {
-    protected $fillable = ['household_id', 'category_id', 'user_id', 'date', 'date_effective', 'amount', 'details'];
+    protected $fillable = ['household_id', 'category_id', 'recurring_transaction_id', 'user_id', 'date', 'date_effective', 'amount', 'details'];
 
     protected function casts(): array
     {

app/Policies/RecurringTransactionPolicy.php

@@ -0,0 +1,21 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Policies;
+
+use App\Models\RecurringTransaction;
+use App\Models\User;
+
+class RecurringTransactionPolicy
+{
+    public function update(User $user, RecurringTransaction $recurringTransaction): bool
+    {
+        return $recurringTransaction->household_id === $user->current_household_id;
+    }
+
+    public function delete(User $user, RecurringTransaction $recurringTransaction): bool
+    {
+        return $recurringTransaction->household_id === $user->current_household_id;
+    }
+}