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>
2026-07-26 09:10:16 +02:00
parent 674c43afea
commit b78c314569
14 changed files with 655 additions and 1 deletions
@@ -0,0 +1,125 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Recurring;
+
+use App\Models\RecurringTransaction;
+use Livewire\Attributes\Layout;
+use Livewire\Component;
+
+#[Layout('layouts.app')]
+class Index extends Component
+{
+    public string $name = '';
+
+    public ?int $categoryId = null;
+
+    public string $amount = '';
+
+    public string $dayOfMonth = '1';
+
+    public ?int $editingId = null;
+
+    public string $editingName = '';
+
+    public string $editingAmount = '';
+
+    public string $editingDayOfMonth = '1';
+
+    public function add(): void
+    {
+        $this->validate([
+            'name' => ['required', 'string', 'max:255'],
+            'categoryId' => ['required', 'exists:categories,id'],
+            'amount' => ['required', 'numeric', 'min:0.01'],
+            'dayOfMonth' => ['required', 'integer', 'min:1', 'max:28'],
+        ]);
+
+        $household = auth()->user()->currentHousehold;
+        $category = $household->categories()->findOrFail($this->categoryId);
+
+        $household->recurringTransactions()->create([
+            'category_id' => $category->id,
+            'name' => $this->name,
+            'amount' => $this->amount,
+            'day_of_month' => $this->dayOfMonth,
+        ]);
+
+        $this->reset(['name', 'categoryId', 'amount', 'dayOfMonth']);
+        $this->dayOfMonth = '1';
+    }
+
+    public function startEdit(int $recurringId): void
+    {
+        $recurring = RecurringTransaction::findOrFail($recurringId);
+        $this->authorize('update', $recurring);
+
+        $this->editingId = $recurring->id;
+        $this->editingName = $recurring->name;
+        $this->editingAmount = (string) $recurring->amount;
+        $this->editingDayOfMonth = (string) $recurring->day_of_month;
+    }
+
+    public function saveEdit(): void
+    {
+        $recurring = RecurringTransaction::findOrFail($this->editingId);
+        $this->authorize('update', $recurring);
+
+        $this->validate([
+            'editingName' => ['required', 'string', 'max:255'],
+            'editingAmount' => ['required', 'numeric', 'min:0.01'],
+            'editingDayOfMonth' => ['required', 'integer', 'min:1', 'max:28'],
+        ]);
+
+        $recurring->update([
+            'name' => $this->editingName,
+            'amount' => $this->editingAmount,
+            'day_of_month' => $this->editingDayOfMonth,
+        ]);
+
+        $this->editingId = null;
+    }
+
+    public function cancelEdit(): void
+    {
+        $this->editingId = null;
+    }
+
+    public function toggleActive(int $recurringId): void
+    {
+        $recurring = RecurringTransaction::findOrFail($recurringId);
+        $this->authorize('update', $recurring);
+
+        $recurring->update(['active' => ! $recurring->active]);
+    }
+
+    public function delete(int $recurringId): void
+    {
+        $recurring = RecurringTransaction::findOrFail($recurringId);
+        $this->authorize('delete', $recurring);
+
+        $recurring->delete();
+    }
+
+    public function render()
+    {
+        $household = auth()->user()->currentHousehold;
+
+        $recurrences = $household->recurringTransactions()
+            ->with('category')
+            ->orderBy('day_of_month')
+            ->get();
+
+        $categories = $household->categories()
+            ->whereIn('type', ['depense', 'epargne'])
+            ->orderBy('type')
+            ->orderBy('position')
+            ->get();
+
+        return view('livewire.recurring.index', [
+            'recurrences' => $recurrences,
+            'categories' => $categories,
+        ]);
+    }
+}
@@ -6,6 +6,7 @@ namespace App\Livewire\Suivi;

 use App\Enums\CategoryType;
 use App\Models\BudgetLine;
+use App\Models\RecurringTransaction;
 use App\Models\Transaction;
 use Livewire\Attributes\Layout;
 use Livewire\Component;
@@ -65,6 +66,48 @@ class Index extends Component
        $transaction->delete();
    }

+    public function confirmRecurrence(int $recurringId, string $amount): void
+    {
+        $household = auth()->user()->currentHousehold;
+        $recurring = $household->recurringTransactions()->findOrFail($recurringId);
+
+        $today = now();
+
+        if ($recurring->wasGeneratedFor((int) $today->year, (int) $today->month)) {
+            return;
+        }
+
+        $household->transactions()->create([
+            'category_id' => $recurring->category_id,
+            'recurring_transaction_id' => $recurring->id,
+            'user_id' => auth()->id(),
+            'date' => $today->toDateString(),
+            'date_effective' => $today->toDateString(),
+            'amount' => $amount,
+            'details' => $recurring->name,
+        ]);
+
+        $recurring->update([
+            'last_generated_year' => $today->year,
+            'last_generated_month' => $today->month,
+        ]);
+
+        $this->dispatch('transaction-added');
+    }
+
+    public function dismissRecurrence(int $recurringId): void
+    {
+        $household = auth()->user()->currentHousehold;
+        $recurring = $household->recurringTransactions()->findOrFail($recurringId);
+
+        $today = now();
+
+        $recurring->update([
+            'last_generated_year' => $today->year,
+            'last_generated_month' => $today->month,
+        ]);
+    }
+
    public function render()
    {
        $household = auth()->user()->currentHousehold;
@@ -106,6 +149,16 @@ class Index extends Component

        $unaffected = max(0, $revenueBudget - $revenueTracked);

+        $today = now();
+        $pendingRecurrences = $household->recurringTransactions()
+            ->with('category')
+            ->where('active', true)
+            ->where('day_of_month', '<=', $today->day)
+            ->get()
+            ->reject(fn (RecurringTransaction $r) => $r->wasGeneratedFor((int) $today->year, (int) $today->month))
+            ->sortBy('day_of_month')
+            ->values();
+
        return view('livewire.suivi.index', [
            'transactions' => $transactions,
            'running' => $running,
@@ -114,6 +167,7 @@ class Index extends Component
            'nbrTotal' => $transactions->count(),
            'lastEntry' => $transactions->first(),
            'unaffected' => $unaffected,
+            'pendingRecurrences' => $pendingRecurrences,
        ]);
    }
 }
@@ -44,4 +44,9 @@ class Household extends Model
    {
        return $this->hasMany(HouseholdInvite::class);
    }
+
+    public function recurringTransactions(): HasMany
+    {
+        return $this->hasMany(RecurringTransaction::class);
+    }
 }
@@ -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;
+    }
+}
@@ -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
    {
@@ -0,0 +1,21 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Policies;
+
+use App\Models\RecurringTransaction;
+use App\Models\User;
+
+class RecurringTransactionPolicy
+{
+    public function update(User $user, RecurringTransaction $recurringTransaction): bool
+    {
+        return $recurringTransaction->household_id === $user->current_household_id;
+    }
+
+    public function delete(User $user, RecurringTransaction $recurringTransaction): bool
+    {
+        return $recurringTransaction->household_id === $user->current_household_id;
+    }
+}
@@ -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');
+        });
+    }
+};
@@ -83,6 +83,12 @@ new class extends Component
                            </x-dropdown-link>
                        @endif

+                        @if (Route::has('recurring'))
+                            <x-dropdown-link :href="route('recurring')" wire:navigate>
+                                {{ __('Récurrences') }}
+                            </x-dropdown-link>
+                        @endif
+
                        <!-- Authentication -->
                        <button wire:click="logout" class="w-full text-start">
                            <x-dropdown-link>
@@ -159,6 +165,12 @@ new class extends Component
                    </x-responsive-nav-link>
                @endif

+                @if (Route::has('recurring'))
+                    <x-responsive-nav-link :href="route('recurring')" wire:navigate>
+                        {{ __('Récurrences') }}
+                    </x-responsive-nav-link>
+                @endif
+
                <!-- Authentication -->
                <button wire:click="logout" class="w-full text-start">
                    <x-responsive-nav-link>
@@ -0,0 +1,90 @@
+<div class="max-w-3xl mx-auto py-6 px-4 sm:px-0 space-y-6">
+    <div>
+        <h1 class="text-xl font-semibold text-text">Récurrences</h1>
+        <p class="mt-1 text-sm text-text-muted">
+            Modèles de dépenses/épargne qui reviennent chaque mois. Une proposition apparaît dans Suivi à partir du jour prévu — rien n'est ajouté automatiquement sans ta confirmation.
+        </p>
+    </div>
+
+    <div class="bg-surface shadow rounded-lg overflow-hidden">
+        <ul class="divide-y divide-border">
+            @forelse ($recurrences as $recurring)
+                <li class="px-4 py-3">
+                    @if ($editingId === $recurring->id)
+                        <form wire:submit="saveEdit" class="grid grid-cols-1 sm:grid-cols-4 gap-2 items-end">
+                            <div>
+                                <label for="editing-name-{{ $recurring->id }}" class="sr-only">Nom</label>
+                                <input wire:model="editingName" id="editing-name-{{ $recurring->id }}" type="text" class="w-full bg-surface border-border-strong text-text rounded-md text-sm py-1" autofocus />
+                            </div>
+                            <div>
+                                <label for="editing-amount-{{ $recurring->id }}" class="sr-only">Montant</label>
+                                <input wire:model="editingAmount" id="editing-amount-{{ $recurring->id }}" type="number" step="0.01" class="w-full bg-surface border-border-strong text-text rounded-md text-sm py-1" />
+                            </div>
+                            <div>
+                                <label for="editing-day-{{ $recurring->id }}" class="sr-only">Jour du mois</label>
+                                <input wire:model="editingDayOfMonth" id="editing-day-{{ $recurring->id }}" type="number" min="1" max="28" class="w-full bg-surface border-border-strong text-text rounded-md text-sm py-1" />
+                            </div>
+                            <div class="flex items-center gap-3">
+                                <button type="submit" class="text-xs text-positive hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">Sauver</button>
+                                <button type="button" wire:click="cancelEdit" class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">Annuler</button>
+                            </div>
+                        </form>
+                    @else
+                        <div class="flex items-center justify-between gap-3">
+                            <div class="min-w-0">
+                                <p class="text-sm text-text {{ ! $recurring->active ? 'opacity-50' : '' }}">
+                                    {{ $recurring->name }}
+                                    <span class="text-text-muted">— {{ $recurring->category->name }}</span>
+                                </p>
+                                <p class="text-xs text-text-muted">
+                                    {{ number_format($recurring->amount, 2, ',', ' ') }} € · le {{ $recurring->day_of_month }} de chaque mois
+                                    @unless ($recurring->active) · <span class="text-danger">en pause</span> @endunless
+                                </p>
+                            </div>
+                            <div class="flex items-center gap-3 shrink-0">
+                                <button wire:click="toggleActive({{ $recurring->id }})" class="text-xs text-brand hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">
+                                    {{ $recurring->active ? 'Mettre en pause' : 'Réactiver' }}
+                                </button>
+                                <button wire:click="startEdit({{ $recurring->id }})" aria-label="Modifier {{ $recurring->name }}" class="text-xs text-brand hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">Modifier</button>
+                                <button wire:click="delete({{ $recurring->id }})" wire:confirm="Supprimer cette récurrence ?" aria-label="Supprimer {{ $recurring->name }}" class="text-xs text-danger hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">Supprimer</button>
+                            </div>
+                        </div>
+                    @endif
+                </li>
+            @empty
+                <li class="px-4 py-3 text-sm text-text-muted">Aucune récurrence.</li>
+            @endforelse
+        </ul>
+
+        <form wire:submit="add" class="px-4 py-4 bg-surface-alt grid grid-cols-1 sm:grid-cols-5 gap-3 items-end">
+            <div>
+                <x-input-label for="name" value="Nom" />
+                <x-text-input wire:model="name" id="name" type="text" class="block mt-1 w-full text-sm" placeholder="Loyer" />
+                <x-input-error :messages="$errors->get('name')" class="mt-1" />
+            </div>
+            <div>
+                <x-input-label for="categoryId" value="Catégorie" />
+                <select wire:model="categoryId" id="categoryId" class="block mt-1 w-full rounded-md bg-surface border-border-strong text-text text-sm focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring">
+                    <option value="">—</option>
+                    @foreach ($categories as $category)
+                        <option value="{{ $category->id }}">{{ $category->type->label() }} — {{ $category->name }}</option>
+                    @endforeach
+                </select>
+                <x-input-error :messages="$errors->get('categoryId')" class="mt-1" />
+            </div>
+            <div>
+                <x-input-label for="amount" value="Montant" />
+                <x-text-input wire:model="amount" id="amount" type="number" step="0.01" class="block mt-1 w-full text-sm" />
+                <x-input-error :messages="$errors->get('amount')" class="mt-1" />
+            </div>
+            <div>
+                <x-input-label for="dayOfMonth" value="Jour du mois" />
+                <x-text-input wire:model="dayOfMonth" id="dayOfMonth" type="number" min="1" max="28" class="block mt-1 w-full text-sm" />
+                <x-input-error :messages="$errors->get('dayOfMonth')" class="mt-1" />
+            </div>
+            <div>
+                <x-primary-button class="w-full justify-center">Ajouter</x-primary-button>
+            </div>
+        </form>
+    </div>
+</div>
@@ -7,6 +7,43 @@
    >
        <h1 class="text-xl font-semibold text-text">Nouvelle opération</h1>

+        @if ($pendingRecurrences->isNotEmpty())
+            <div class="space-y-3">
+                <p class="text-sm font-medium text-text-muted">À confirmer ce mois-ci</p>
+                @foreach ($pendingRecurrences as $recurring)
+                    <div class="bg-surface-alt border border-border-strong rounded-lg p-3" wire:key="pending-mobile-{{ $recurring->id }}">
+                        <p class="text-sm text-text">{{ $recurring->name }} <span class="text-text-muted">— {{ $recurring->category->name }}</span></p>
+                        <div class="mt-2 flex items-center gap-2">
+                            <label for="pending-amount-mobile-{{ $recurring->id }}" class="sr-only">Montant pour {{ $recurring->name }}</label>
+                            <input
+                                x-ref="amount{{ $recurring->id }}"
+                                id="pending-amount-mobile-{{ $recurring->id }}"
+                                type="number"
+                                step="0.01"
+                                value="{{ $recurring->amount }}"
+                                class="flex-1 bg-surface border-border-strong text-text rounded-md text-sm py-1.5"
+                            />
+                            <button
+                                type="button"
+                                x-on:click="$wire.confirmRecurrence({{ $recurring->id }}, $refs.amount{{ $recurring->id }}.value)"
+                                class="text-xs text-white bg-brand px-3 py-1.5 rounded-md focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
+                            >
+                                Confirmer
+                            </button>
+                            <button
+                                type="button"
+                                wire:click="dismissRecurrence({{ $recurring->id }})"
+                                wire:confirm="Ignorer cette récurrence pour ce mois ?"
+                                class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
+                            >
+                                Ignorer
+                            </button>
+                        </div>
+                    </div>
+                @endforeach
+            </div>
+        @endif
+
        <form wire:submit="addTransaction" class="space-y-5">
            <fieldset>
                <legend class="text-sm font-medium text-text-muted mb-2">Catégorie</legend>
@@ -108,6 +145,50 @@
            </div>
        </div>

+        @if ($pendingRecurrences->isNotEmpty())
+            <div class="bg-surface shadow rounded-lg overflow-hidden">
+                <div class="px-4 py-2 bg-brand">
+                    <h2 class="text-white font-semibold text-sm">À confirmer ce mois-ci</h2>
+                </div>
+                <ul class="divide-y divide-border">
+                    @foreach ($pendingRecurrences as $recurring)
+                        <li class="px-4 py-3 flex items-center justify-between gap-3" wire:key="pending-desktop-{{ $recurring->id }}">
+                            <div class="min-w-0">
+                                <p class="text-sm text-text">{{ $recurring->name }} <span class="text-text-muted">— {{ $recurring->category->name }}</span></p>
+                                <p class="text-xs text-text-muted">le {{ $recurring->day_of_month }} de chaque mois</p>
+                            </div>
+                            <div class="flex items-center gap-2 shrink-0">
+                                <label for="pending-amount-{{ $recurring->id }}" class="sr-only">Montant pour {{ $recurring->name }}</label>
+                                <input
+                                    x-ref="amountDesktop{{ $recurring->id }}"
+                                    id="pending-amount-{{ $recurring->id }}"
+                                    type="number"
+                                    step="0.01"
+                                    value="{{ $recurring->amount }}"
+                                    class="w-28 bg-surface border-border-strong text-text rounded-md text-sm py-1"
+                                />
+                                <button
+                                    type="button"
+                                    x-on:click="$wire.confirmRecurrence({{ $recurring->id }}, $refs.amountDesktop{{ $recurring->id }}.value)"
+                                    class="text-xs text-white bg-brand px-3 py-1.5 rounded-md focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
+                                >
+                                    Confirmer
+                                </button>
+                                <button
+                                    type="button"
+                                    wire:click="dismissRecurrence({{ $recurring->id }})"
+                                    wire:confirm="Ignorer cette récurrence pour ce mois ?"
+                                    class="text-xs text-text-muted hover:underline rounded focus:outline-none focus-visible:ring-2 focus-visible:ring-focus-ring"
+                                >
+                                    Ignorer
+                                </button>
+                            </div>
+                        </li>
+                    @endforeach
+                </ul>
+            </div>
+        @endif
+
        <div class="bg-surface shadow rounded-lg p-4">
            <form wire:submit="addTransaction" class="grid grid-cols-1 sm:grid-cols-6 gap-3 items-end">
                <div>
@@ -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');

@@ -0,0 +1,67 @@
+<?php
+
+use App\Livewire\Recurring\Index;
+use App\Models\RecurringTransaction;
+use App\Models\User;
+use Livewire\Livewire;
+
+it('creates a recurring transaction for the current household', function (): void {
+    $user = User::factory()->create();
+    $category = $user->currentHousehold->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+
+    Livewire::actingAs($user)
+        ->test(Index::class)
+        ->set('name', 'Loyer')
+        ->set('categoryId', $category->id)
+        ->set('amount', '1200')
+        ->set('dayOfMonth', '5')
+        ->call('add')
+        ->assertHasNoErrors();
+
+    $recurring = $user->currentHousehold->recurringTransactions()->first();
+
+    expect($recurring)->not->toBeNull();
+    expect($recurring->name)->toBe('Loyer');
+    expect((float) $recurring->amount)->toBe(1200.0);
+    expect($recurring->day_of_month)->toBe(5);
+    expect($recurring->active)->toBeTrue();
+});
+
+it('prevents editing a recurring transaction from another household', function (): void {
+    $owner = User::factory()->create();
+    $intruder = User::factory()->create();
+
+    $category = $owner->currentHousehold->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+    $recurring = $owner->currentHousehold->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+
+    Livewire::actingAs($intruder)
+        ->test(Index::class)
+        ->call('startEdit', $recurring->id)
+        ->assertForbidden();
+});
+
+it('toggles active state', function (): void {
+    $user = User::factory()->create();
+    $category = $user->currentHousehold->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+    $recurring = $user->currentHousehold->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+
+    Livewire::actingAs($user)->test(Index::class)->call('toggleActive', $recurring->id);
+
+    expect($recurring->fresh()->active)->toBeFalse();
+});
+
+it('deletes a recurring transaction', function (): void {
+    $user = User::factory()->create();
+    $category = $user->currentHousehold->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+    $recurring = $user->currentHousehold->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+
+    Livewire::actingAs($user)->test(Index::class)->call('delete', $recurring->id);
+
+    expect(RecurringTransaction::find($recurring->id))->toBeNull();
+});
@@ -98,6 +98,92 @@ it('resets the form to defaults after adding a transaction', function (): void {
    expect($component->get('details'))->toBe('');
 });

+it('lists active recurring transactions due this month as pending', function (): void {
+    $this->travelTo(now()->setDate(2026, 3, 10));
+
+    $user = User::factory()->create();
+    $household = $user->currentHousehold;
+    $category = $household->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+
+    $due = $household->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+    $notYetDue = $household->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Internet', 'amount' => 40, 'day_of_month' => 20,
+    ]);
+    $inactive = $household->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Ancien', 'amount' => 10, 'day_of_month' => 1, 'active' => false,
+    ]);
+
+    $component = Livewire::actingAs($user)->test(Index::class);
+    $pending = $component->viewData('pendingRecurrences');
+
+    expect($pending->pluck('id'))->toContain($due->id);
+    expect($pending->pluck('id'))->not->toContain($notYetDue->id);
+    expect($pending->pluck('id'))->not->toContain($inactive->id);
+});
+
+it('confirming a recurring transaction creates a transaction and stops it reappearing', function (): void {
+    $this->travelTo(now()->setDate(2026, 3, 10));
+
+    $user = User::factory()->create();
+    $household = $user->currentHousehold;
+    $category = $household->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+    $recurring = $household->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+
+    Livewire::actingAs($user)
+        ->test(Index::class)
+        ->call('confirmRecurrence', $recurring->id, '1250')
+        ->assertDispatched('transaction-added');
+
+    $transaction = $household->transactions()->where('recurring_transaction_id', $recurring->id)->first();
+
+    expect($transaction)->not->toBeNull();
+    expect((float) $transaction->amount)->toBe(1250.0);
+    expect($transaction->details)->toBe('Loyer');
+
+    $component = Livewire::actingAs($user)->test(Index::class);
+    expect($component->viewData('pendingRecurrences'))->toHaveCount(0);
+});
+
+it('dismissing a recurring transaction hides it without creating a transaction', function (): void {
+    $this->travelTo(now()->setDate(2026, 3, 10));
+
+    $user = User::factory()->create();
+    $household = $user->currentHousehold;
+    $category = $household->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+    $recurring = $household->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+
+    Livewire::actingAs($user)->test(Index::class)->call('dismissRecurrence', $recurring->id);
+
+    expect($household->transactions()->count())->toBe(0);
+
+    $component = Livewire::actingAs($user)->test(Index::class);
+    expect($component->viewData('pendingRecurrences'))->toHaveCount(0);
+});
+
+it('shows the recurrence again the following month after being confirmed', function (): void {
+    $this->travelTo(now()->setDate(2026, 3, 10));
+
+    $user = User::factory()->create();
+    $household = $user->currentHousehold;
+    $category = $household->categories()->create(['name' => 'Loyer', 'type' => 'depense', 'position' => 1]);
+    $recurring = $household->recurringTransactions()->create([
+        'category_id' => $category->id, 'name' => 'Loyer', 'amount' => 1200, 'day_of_month' => 5,
+    ]);
+
+    Livewire::actingAs($user)->test(Index::class)->call('confirmRecurrence', $recurring->id, '1200');
+
+    $this->travelTo(now()->setDate(2026, 4, 10));
+
+    $component = Livewire::actingAs($user)->test(Index::class);
+    expect($component->viewData('pendingRecurrences')->pluck('id'))->toContain($recurring->id);
+});
+
 it('does not show another household transactions', function (): void {
    $ownerA = User::factory()->create();
    $ownerB = User::factory()->create();