Add Recurring Transactions Support for Invoices and Expenses

[sweep-ai]

This pull request was created by Sweep to resolve the following request by @curtisdelicata:

Description: Add the ability to create recurring invoices and expenses.

Tasks:
Modify Invoice and Expense models to support recurring entries.
Create a UI for setting recurrence frequency.
Schedule recurring transactions via job scheduling.
Acceptance Criteria:
Users can create recurring transactions.
Recurring transactions are automatically processed.

Continue chatting at https://sweep-chat-demo.vercel.app/c/654171fb-cc52-4241-b4d6-35c9a92e0c14.

Purpose

Implement a comprehensive recurring transactions feature for invoices and expenses, allowing automatic generation of recurring financial documents based on predefined schedules.

Description

This pull request introduces a robust recurring transactions system for both invoices and expenses in the Liberu Accounting application. The implementation includes:

1. Database Migration: Added new fields to invoices and expenses tables to support recurring transaction logic, including:

   • is_recurring boolean flag
   • recurrence_frequency to define repeat interval
   • recurrence_start and recurrence_end dates
   • last_generated to track the most recent transaction generation

2. Model Enhancements:

   • Added generateRecurring() method to both Invoice and Expense models
   • Implemented logic to create new transactions based on recurrence rules
   • Added validation to prevent generating transactions beyond the end date

3. Filament Resource Updates:

   • Added form fields for recurring transaction configuration
   • Implemented dynamic form visibility based on recurring toggle
   • Provided frequency and date range selection options

4. Scheduled Task Integration:

   • Created ProcessRecurringTransactions console command
   • Configured daily scheduling in Kernel.php to automatically process recurring transactions

Summary

• Added support for recurring Invoices and Expenses
• Created database migrations for is_recurring fields
• Implemented generateRecurring() methods in Invoice and Expense models
• Updated Filament resources with recurring transaction form fields
• Added console command and scheduler for automatic transaction generation
• Supported frequencies: daily, weekly, monthly, yearly