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Add support for manual recurring transaction creation (#311)

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* Support manual recurring

* Automatic variance calc

* Automatic variance update

* Tooltip for manual

* Review

* Fix variance calculations

Manual recurring updates collapse occurrence tracking when amounts repeat

* Proper Bigdecimal calcs

* Fix n+1 query

* Nicer UI errors.

* Style

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
This commit is contained in:
soky srm
2025-11-14 00:31:12 +01:00
committed by GitHub
parent 66c403438d
commit ebcd6360fd
13 changed files with 754 additions and 20 deletions
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43
app/controllers/transactions_controller.rb
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@@ -116,6 +116,49 @@ class TransactionsController < ApplicationController
end
end
def mark_as_recurring
transaction = Current.family.transactions.includes(entry: :account).find(params[:id])
# Check if a recurring transaction already exists for this pattern
existing = Current.family.recurring_transactions.find_by(
merchant_id: transaction.merchant_id,
name: transaction.merchant_id.present? ? nil : transaction.entry.name,
currency: transaction.entry.currency,
manual: true
)
if existing
flash[:alert] = t("recurring_transactions.already_exists")
redirect_back_or_to transactions_path
return
end
begin
recurring_transaction = RecurringTransaction.create_from_transaction(transaction)
respond_to do |format|
format.html do
flash[:notice] = t("recurring_transactions.marked_as_recurring")
redirect_back_or_to transactions_path
end
end
rescue ActiveRecord::RecordInvalid => e
respond_to do |format|
format.html do
flash[:alert] = t("recurring_transactions.creation_failed")
redirect_back_or_to transactions_path
end
end
rescue StandardError => e
respond_to do |format|
format.html do
flash[:alert] = t("recurring_transactions.unexpected_error")
redirect_back_or_to transactions_path
end
end
end
end
private
def per_page
params[:per_page].to_i.positive? ? params[:per_page].to_i : 20