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