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>
This commit is contained in:
jeremy bayse
2026-07-26 09:10:16 +02:00
co-authored by Claude Sonnet 5
parent 674c43afea
commit b78c314569
14 changed files with 655 additions and 1 deletions
+54
View File
@@ -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,
]);
}
}