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
+5
View File
@@ -44,4 +44,9 @@ class Household extends Model
{
return $this->hasMany(HouseholdInvite::class);
}
public function recurringTransactions(): HasMany
{
return $this->hasMany(RecurringTransaction::class);
}
}
+45
View File
@@ -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;
}
}
+1 -1
View File
@@ -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
{