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
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674c43afea
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@@ -6,6 +6,7 @@ use App\Livewire\Household\AcceptInvite;
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use App\Livewire\Household\Create as HouseholdCreate;
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use App\Livewire\Household\Settings as HouseholdSettings;
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use App\Livewire\Plan\Index as PlanIndex;
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use App\Livewire\Recurring\Index as RecurringIndex;
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use App\Livewire\Sankey\Index as SankeyIndex;
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use App\Livewire\Suivi\Index as SuiviIndex;
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use Illuminate\Support\Facades\Route;
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@@ -44,6 +45,10 @@ Route::get('flux', SankeyIndex::class)
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->middleware(['auth', 'verified', 'household'])
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->name('sankey');
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Route::get('recurrences', RecurringIndex::class)
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->middleware(['auth', 'verified', 'household'])
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->name('recurring');
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Route::get('invites/{token}', AcceptInvite::class)
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->name('invites.accept');
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