Desktop reuses the add-form with a Modifier link per row; mobile gets
a "Dernières opérations" list under the quick-entry form since no
table exists there.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Adds a "payé par" field to transactions and recurring transactions:
either a household member or null (shared/common expense). No per-
member account balances — this is purely a "who paid" label, the
household's overall balance is unchanged and unaffected by any
filtering.
- paid_by_user_id nullable FK on transactions and recurring_transactions
- Suivi: "payé par" selector on both entry forms (desktop dropdown,
mobile buttons), a filter above the transaction table, a "payé par"
column, and a summary tile showing this month's depenses grouped
by payer (including Commun)
- Recurring transactions carry paid_by_user_id onto the transaction
they generate when confirmed
- Running balance is computed from all transactions regardless of
the payer filter, so it never gets skewed by the active filter
11 new Pest tests (assignment, common fallback, non-member rejection,
filter isolation from the balance calc, per-payer summary, recurring
propagation). 69/69 total pass, Pint clean, verified end-to-end on
production data (desktop + mobile, test row created and removed).
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Shows the total remaining depense budget for the selected period,
above the breakdown table — reuses the totals.reste figure already
computed per section, no new query.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Each category button now displays "X € restants" below the name,
alongside the existing progress gauge and percentage — so the user
sees both how much of the budget is used and how much is left
without leaving the entry form. Remaining is floored at 0 to match
the gauge's 100% cap.
categoryProgress now returns a ['pct', 'remaining'] pair per category
instead of a bare percentage; tests updated accordingly.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Each depense/epargne category button on the mobile quick-entry form
now shows a fill bar plus percentage of its monthly budget already
tracked, so the user sees at a glance which categories are close to
their limit while picking one. Categories without a budget defined
in Plan show no gauge (avoids a misleading 0%). Capped at 100% —
overspend detail already lives on the dashboard's "Manque" column.
3 new Pest tests for the percentage calculation (normal, capped,
no-budget cases). 61/61 tests pass, Pint clean, verified on mobile
against production data.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
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>
Laravel 11 + Livewire 3/Volt + Alpine.js + Tailwind app for household
budget planning, transaction tracking, and financial dashboards.
- Multi-tenant households with member invites
- Plan: monthly/yearly budget per category with overrides
- Suivi: transaction log with running balance (desktop + mobile quick-entry)
- Dashboard: budget vs tracked breakdown + Chart.js donuts
- Flux: Sankey diagram of income allocation
- WCAG 2.1 AA color tokens, dark mode, accessible tables/forms
- 50 Pest tests
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
