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
@@ -0,0 +1,35 @@
<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
/**
* Run the migrations.
*/
public function up(): void
{
Schema::create('recurring_transactions', function (Blueprint $table) {
$table->id();
$table->foreignId('household_id')->constrained()->cascadeOnDelete();
$table->foreignId('category_id')->constrained()->cascadeOnDelete();
$table->string('name');
$table->decimal('amount', 12, 2);
$table->unsignedTinyInteger('day_of_month');
$table->boolean('active')->default(true);
$table->unsignedSmallInteger('last_generated_year')->nullable();
$table->unsignedTinyInteger('last_generated_month')->nullable();
$table->timestamps();
});
}
/**
* Reverse the migrations.
*/
public function down(): void
{
Schema::dropIfExists('recurring_transactions');
}
};
@@ -0,0 +1,28 @@
<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
/**
* Run the migrations.
*/
public function up(): void
{
Schema::table('transactions', function (Blueprint $table) {
$table->foreignId('recurring_transaction_id')->nullable()->after('category_id')->constrained()->nullOnDelete();
});
}
/**
* Reverse the migrations.
*/
public function down(): void
{
Schema::table('transactions', function (Blueprint $table) {
$table->dropConstrainedForeignId('recurring_transaction_id');
});
}
};