Recurring Payment Rules #8

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opened 2026-05-16 10:13:22 -05:00 by null · 0 comments

null commented

2026-05-16 10:13:22 -05:00

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Already implemented in v0.28.0.

Auto-mark paid on due date:

auto_mark_paid boolean per bill (BillModal toggle)
autodraft_status dropdown: None / Pending / Assumed paid / Confirmed
Tracker auto-creates payments for bills with autodraft_status = assumed_paid + auto_mark_paid on due date
Logs "Auto-marked paid on due date" as payment notes
Updates debt balances accordingly

Autopay suggestions (non-auto-mark):

Bills with autopay_enabled + assumed_paid but no auto_mark_paid get a dismissable suggestion in TrackerPage
User confirms or dismisses per-bill

Billing cycle fields (data model):

billing_cycle: Monthly / Quarterly / Annually / Irregular
cycle_type: Monthly / Weekly / Biweekly / Quarterly / Annual
cycle_day: day-of-month, day-of-week, or free text depending on cycle type
override_due_date: per-month date overrides

Files: routes/tracker.js, routes/bills.js, services/statusService.js, client/components/BillModal.jsx, client/pages/TrackerPage.jsx, db/schema.sql

**Already implemented in v0.28.0.** **Auto-mark paid on due date:** - `auto_mark_paid` boolean per bill (BillModal toggle) - `autodraft_status` dropdown: None / Pending / Assumed paid / Confirmed - Tracker auto-creates payments for bills with `autodraft_status = assumed_paid` + `auto_mark_paid` on due date - Logs "Auto-marked paid on due date" as payment notes - Updates debt balances accordingly **Autopay suggestions (non-auto-mark):** - Bills with `autopay_enabled` + `assumed_paid` but no `auto_mark_paid` get a dismissable suggestion in TrackerPage - User confirms or dismisses per-bill **Billing cycle fields (data model):** - `billing_cycle`: Monthly / Quarterly / Annually / Irregular - `cycle_type`: Monthly / Weekly / Biweekly / Quarterly / Annual - `cycle_day`: day-of-month, day-of-week, or free text depending on cycle type - `override_due_date`: per-month date overrides Files: routes/tracker.js, routes/bills.js, services/statusService.js, client/components/BillModal.jsx, client/pages/TrackerPage.jsx, db/schema.sql