fina/backup/first -fina app/docs/CUSTOM_RECURRING_SUMMARY.md

# 🎉 Custom Recurring Expenses - Feature Summary

## What's New

### ✨ Custom Frequency Intervals
- **Any interval you want**: Not limited to weekly/monthly
- **Examples**: Every 45 days, every 10 days, every 3 days
- **Perfect for**: Unusual billing cycles, medication refills, custom contracts

### 📅 Advanced Scheduling
- **Start Date**: When subscription begins
- **End Date**: Automatic deactivation after date
- **Total Payments**: Limit number of occurrences
- **Occurrence Counter**: Track how many times paid

### ⚡ Auto-Create Expenses
- **Automatic**: Creates expenses on due date
- **Manual Control**: Click button to trigger
- **Safe**: Only creates once per day, respects limits
- **Convenient**: No more forgetting to log recurring expenses

## Quick Comparison

### Before (Basic Subscriptions)
```
✗ Only weekly/monthly/quarterly/yearly
✗ Manual expense creation required
✗ No end dates
✗ No payment limits
✗ Basic tracking only
```

### After (Custom Recurring)
```
✓ Any custom interval (in days)
✓ Auto-create expenses on due date
✓ Set start and end dates
✓ Limit total number of payments
✓ Full automation with occurrence tracking
```

## Real-World Examples

### Medication Refill
```
💊 Name: Blood Pressure Meds
   Amount: $25
   Every: 30 days
   Limit: 6 refills
   Auto-Create: ON ⚡
```

### Gym Membership (12 months)
```
💪 Name: Fitness Center
   Amount: $50
   Every: Monthly
   Total Payments: 12
   End Date: Dec 31, 2025
   Auto-Create: ON ⚡
```

### Car Maintenance
```
🚗 Name: Oil Change
   Amount: $75
   Every: 90 days (Custom)
   Start: Today
   Auto-Create: OFF (manual reminder)
```

### Subscription Trial
```
📺 Name: Streaming Service
   Amount: $14.99
   Every: Monthly
   End Date: Mar 31, 2025
   Auto-Create: ON ⚡
```

## How to Use

### Create Custom Subscription
1. Navigate to **Subscriptions** page
2. Click **➕ Add Subscription**
3. Fill in details:
   - Name & Amount
   - Choose "Custom" frequency (or standard)
   - Enter custom interval (if custom selected)
   - Set start date
   - Optional: Set end date or total payments
   - Check "Auto-Create Expenses" if desired
4. Click **Save**

### Auto-Create Expenses
**Option 1 - Manual**:
- Visit Subscriptions page
- Click **⚡ Create Due Expenses** button
- Expenses created instantly for today's due dates

**Option 2 - Automation**:
- Set up cron job (see guide)
- Runs automatically daily
- Zero manual effort

### Edit Existing Subscription
1. Click **Edit** on any subscription
2. Modify any field
3. Add/remove auto-create
4. Update dates or limits
5. Click **Save**

## New UI Elements

### Subscription List
```
🔄 Netflix Premium                      ⚡ AUTO
   💰 $19.99 / Monthly
   📅 Next: Jan 15, 2025
   📊 Annual: $239.88
   [Edit] [Delete]
```

### Custom Frequency Display
```
💰 $75 / Every 45 days
```

### Occurrence Counter
```
🔢 8/12 times (4 remaining)
```

### Auto-Create Indicator
```
⚡ AUTO badge - Green highlight
   Tooltip: "Expenses will be created automatically"
```

## Database Changes

### New Fields
| Field | Type | Purpose |
|-------|------|---------|
| `custom_interval_days` | INTEGER | Days between payments (for custom) |
| `start_date` | DATE | First occurrence date |
| `end_date` | DATE | Last allowed date (optional) |
| `total_occurrences` | INTEGER | Payment limit (optional) |
| `occurrences_count` | INTEGER | Current count |
| `auto_create_expense` | BOOLEAN | Enable auto-creation |
| `last_auto_created` | DATE | Last auto-create date |

### Migration Required
```bash
# Run this to add new fields
python migrate_custom_recurring.py

# Or use full migration
./migrate_smart_features.sh
```

## Translation Support

All new features translated in:
- 🇬🇧 **English**: "Auto-Create Expenses", "Custom Interval"
- 🇷🇴 **Romanian**: "Creare automată cheltuieli", "Interval personalizat"
- 🇪🇸 **Spanish**: "Auto-crear gastos", "Intervalo personalizado"

## Key Benefits

### 🎯 Flexibility
- Handle ANY recurring payment schedule
- Not limited to standard frequencies
- Perfect for unusual billing cycles

### ⏱️ Time Saving
- Auto-create expenses on due date
- No manual logging needed
- Set it and forget it

### 📊 Better Tracking
- See occurrence count in real-time
- Know when subscriptions will end
- Track remaining payments

### 💰 Budget Control
- Set payment limits for fixed terms
- Automatic end dates
- Annual cost calculations

### 🌐 Multi-Language
- Fully translated interface
- Consistent experience worldwide
- Easy language switching

## Technical Details

### Auto-Create Logic
```python
def should_create_expense_today():
    - Check if today == next_due_date ✓
    - Check if already created today ✗
    - Check if within occurrence limits ✓
    - Check if before end date ✓
    - Check if subscription active ✓
    return True/False
```

### Next Payment Calculation
```python
next_payment = current_payment + interval_days
if occurrences_count >= total_occurrences:
    deactivate()
if next_payment > end_date:
    deactivate()
```

### Frequency Resolution
```python
if frequency == "custom":
    interval = custom_interval_days
else:
    interval = frequency_map[frequency]  # 7, 14, 30, 90, 365
```

## Files Modified

### Models
- `app/models/subscription.py` - Added 7 new fields + methods

### Routes
- `app/routes/subscriptions.py` - Added auto-create endpoint

### Templates
- `app/templates/subscriptions/create.html` - Custom frequency form
- `app/templates/subscriptions/edit.html` - Edit custom fields
- `app/templates/subscriptions/index.html` - Display AUTO badge

### Translations
- `app/translations.py` - 15+ new translation keys (3 languages)

### Migration
- `migrate_custom_recurring.py` - Database upgrade script

## Testing Checklist

- [ ] Create subscription with custom interval (e.g., 45 days)
- [ ] Create subscription with end date
- [ ] Create subscription with total payments limit
- [ ] Enable auto-create and trigger creation
- [ ] Verify occurrence counter increments
- [ ] Verify subscription deactivates at limit
- [ ] Verify subscription deactivates after end date
- [ ] Edit custom interval on existing subscription
- [ ] Test in Romanian language
- [ ] Test in Spanish language
- [ ] Verify AUTO badge displays correctly
- [ ] Check dashboard widget shows custom intervals

## Next Steps

1. **Run Migration**: `python migrate_custom_recurring.py`
2. **Restart App**: `docker compose restart`
3. **Test Feature**: Create custom subscription
4. **Enable Auto-Create**: Check the box on important subscriptions
5. **Set Up Automation**: (Optional) Configure cron job

## Support

See full documentation: `CUSTOM_RECURRING_GUIDE.md`

## Version Info

- **Feature**: Custom Recurring Expenses
- **Version**: 1.0
- **Date**: December 2025
- **Languages**: EN, RO, ES
- **Status**: ✅ Ready for Production

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**Enjoy your new smart subscription management! 🎉**