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>
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co-authored by
Claude Sonnet 5
parent
674c43afea
commit
b78c314569
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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*/
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public function up(): void
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{
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Schema::create('recurring_transactions', function (Blueprint $table) {
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$table->id();
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$table->foreignId('household_id')->constrained()->cascadeOnDelete();
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$table->foreignId('category_id')->constrained()->cascadeOnDelete();
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$table->string('name');
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$table->decimal('amount', 12, 2);
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$table->unsignedTinyInteger('day_of_month');
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$table->boolean('active')->default(true);
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$table->unsignedSmallInteger('last_generated_year')->nullable();
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$table->unsignedTinyInteger('last_generated_month')->nullable();
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$table->timestamps();
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});
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}
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/**
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* Reverse the migrations.
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*/
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public function down(): void
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{
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Schema::dropIfExists('recurring_transactions');
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}
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};
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+28
@@ -0,0 +1,28 @@
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<?php
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use Illuminate\Database\Migrations\Migration;
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use Illuminate\Database\Schema\Blueprint;
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use Illuminate\Support\Facades\Schema;
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return new class extends Migration
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{
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/**
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* Run the migrations.
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*/
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public function up(): void
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{
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Schema::table('transactions', function (Blueprint $table) {
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$table->foreignId('recurring_transaction_id')->nullable()->after('category_id')->constrained()->nullOnDelete();
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});
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}
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/**
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* Reverse the migrations.
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*/
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public function down(): void
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{
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Schema::table('transactions', function (Blueprint $table) {
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$table->dropConstrainedForeignId('recurring_transaction_id');
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});
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}
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};
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