Files
suivicpt/app/Livewire/Recurring/Index.php
T
jeremy bayseandClaude Sonnet 5 b78c314569 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

126 lines
3.4 KiB
PHP

<?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,
]);
}
}