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# 🎉 Custom Recurring Expenses - Feature Summary
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## What's New
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### ✨ Custom Frequency Intervals
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- **Any interval you want**: Not limited to weekly/monthly
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- **Examples**: Every 45 days, every 10 days, every 3 days
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- **Perfect for**: Unusual billing cycles, medication refills, custom contracts
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### 📅 Advanced Scheduling
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- **Start Date**: When subscription begins
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- **End Date**: Automatic deactivation after date
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- **Total Payments**: Limit number of occurrences
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- **Occurrence Counter**: Track how many times paid
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### ⚡ Auto-Create Expenses
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- **Automatic**: Creates expenses on due date
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- **Manual Control**: Click button to trigger
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- **Safe**: Only creates once per day, respects limits
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- **Convenient**: No more forgetting to log recurring expenses
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## Quick Comparison
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### Before (Basic Subscriptions)
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```
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✗ Only weekly/monthly/quarterly/yearly
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✗ Manual expense creation required
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✗ No end dates
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✗ No payment limits
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✗ Basic tracking only
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```
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### After (Custom Recurring)
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```
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✓ Any custom interval (in days)
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✓ Auto-create expenses on due date
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✓ Set start and end dates
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✓ Limit total number of payments
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✓ Full automation with occurrence tracking
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```
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## Real-World Examples
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### Medication Refill
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```
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💊 Name: Blood Pressure Meds
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Amount: $25
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Every: 30 days
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Limit: 6 refills
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Auto-Create: ON ⚡
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```
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### Gym Membership (12 months)
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```
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💪 Name: Fitness Center
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Amount: $50
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Every: Monthly
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Total Payments: 12
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End Date: Dec 31, 2025
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Auto-Create: ON ⚡
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```
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### Car Maintenance
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```
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🚗 Name: Oil Change
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Amount: $75
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Every: 90 days (Custom)
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Start: Today
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Auto-Create: OFF (manual reminder)
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```
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### Subscription Trial
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```
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📺 Name: Streaming Service
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Amount: $14.99
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Every: Monthly
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End Date: Mar 31, 2025
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Auto-Create: ON ⚡
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```
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## How to Use
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### Create Custom Subscription
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1. Navigate to **Subscriptions** page
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2. Click **➕ Add Subscription**
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3. Fill in details:
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- Name & Amount
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- Choose "Custom" frequency (or standard)
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- Enter custom interval (if custom selected)
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- Set start date
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- Optional: Set end date or total payments
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- Check "Auto-Create Expenses" if desired
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4. Click **Save**
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### Auto-Create Expenses
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**Option 1 - Manual**:
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- Visit Subscriptions page
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- Click **⚡ Create Due Expenses** button
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- Expenses created instantly for today's due dates
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**Option 2 - Automation**:
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- Set up cron job (see guide)
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- Runs automatically daily
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- Zero manual effort
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### Edit Existing Subscription
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1. Click **Edit** on any subscription
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2. Modify any field
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3. Add/remove auto-create
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4. Update dates or limits
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5. Click **Save**
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## New UI Elements
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### Subscription List
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```
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🔄 Netflix Premium ⚡ AUTO
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💰 $19.99 / Monthly
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📅 Next: Jan 15, 2025
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📊 Annual: $239.88
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[Edit] [Delete]
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```
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### Custom Frequency Display
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```
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💰 $75 / Every 45 days
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```
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### Occurrence Counter
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```
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🔢 8/12 times (4 remaining)
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```
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### Auto-Create Indicator
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```
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⚡ AUTO badge - Green highlight
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Tooltip: "Expenses will be created automatically"
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```
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## Database Changes
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### New Fields
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| Field | Type | Purpose |
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|-------|------|---------|
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| `custom_interval_days` | INTEGER | Days between payments (for custom) |
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| `start_date` | DATE | First occurrence date |
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| `end_date` | DATE | Last allowed date (optional) |
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| `total_occurrences` | INTEGER | Payment limit (optional) |
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| `occurrences_count` | INTEGER | Current count |
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| `auto_create_expense` | BOOLEAN | Enable auto-creation |
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| `last_auto_created` | DATE | Last auto-create date |
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### Migration Required
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```bash
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# Run this to add new fields
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python migrate_custom_recurring.py
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# Or use full migration
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./migrate_smart_features.sh
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```
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## Translation Support
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All new features translated in:
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- 🇬🇧 **English**: "Auto-Create Expenses", "Custom Interval"
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- 🇷🇴 **Romanian**: "Creare automată cheltuieli", "Interval personalizat"
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- 🇪🇸 **Spanish**: "Auto-crear gastos", "Intervalo personalizado"
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## Key Benefits
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### 🎯 Flexibility
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- Handle ANY recurring payment schedule
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- Not limited to standard frequencies
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- Perfect for unusual billing cycles
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### ⏱️ Time Saving
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- Auto-create expenses on due date
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- No manual logging needed
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- Set it and forget it
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### 📊 Better Tracking
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- See occurrence count in real-time
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- Know when subscriptions will end
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- Track remaining payments
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### 💰 Budget Control
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- Set payment limits for fixed terms
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- Automatic end dates
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- Annual cost calculations
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### 🌐 Multi-Language
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- Fully translated interface
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- Consistent experience worldwide
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- Easy language switching
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## Technical Details
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### Auto-Create Logic
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```python
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def should_create_expense_today():
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- Check if today == next_due_date ✓
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- Check if already created today ✗
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- Check if within occurrence limits ✓
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- Check if before end date ✓
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- Check if subscription active ✓
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return True/False
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```
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### Next Payment Calculation
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```python
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next_payment = current_payment + interval_days
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if occurrences_count >= total_occurrences:
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deactivate()
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if next_payment > end_date:
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deactivate()
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```
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### Frequency Resolution
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```python
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if frequency == "custom":
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interval = custom_interval_days
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else:
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interval = frequency_map[frequency] # 7, 14, 30, 90, 365
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```
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## Files Modified
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### Models
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- `app/models/subscription.py` - Added 7 new fields + methods
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### Routes
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- `app/routes/subscriptions.py` - Added auto-create endpoint
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### Templates
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- `app/templates/subscriptions/create.html` - Custom frequency form
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- `app/templates/subscriptions/edit.html` - Edit custom fields
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- `app/templates/subscriptions/index.html` - Display AUTO badge
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### Translations
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- `app/translations.py` - 15+ new translation keys (3 languages)
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### Migration
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- `migrate_custom_recurring.py` - Database upgrade script
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## Testing Checklist
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- [ ] Create subscription with custom interval (e.g., 45 days)
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- [ ] Create subscription with end date
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- [ ] Create subscription with total payments limit
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- [ ] Enable auto-create and trigger creation
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- [ ] Verify occurrence counter increments
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- [ ] Verify subscription deactivates at limit
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- [ ] Verify subscription deactivates after end date
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- [ ] Edit custom interval on existing subscription
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- [ ] Test in Romanian language
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- [ ] Test in Spanish language
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- [ ] Verify AUTO badge displays correctly
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- [ ] Check dashboard widget shows custom intervals
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## Next Steps
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1. **Run Migration**: `python migrate_custom_recurring.py`
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2. **Restart App**: `docker compose restart`
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3. **Test Feature**: Create custom subscription
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4. **Enable Auto-Create**: Check the box on important subscriptions
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5. **Set Up Automation**: (Optional) Configure cron job
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## Support
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See full documentation: `CUSTOM_RECURRING_GUIDE.md`
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## Version Info
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- **Feature**: Custom Recurring Expenses
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- **Version**: 1.0
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- **Date**: December 2025
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- **Languages**: EN, RO, ES
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- **Status**: ✅ Ready for Production
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---
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**Enjoy your new smart subscription management! 🎉**
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