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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

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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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3
app/views/recurring_transactions/_projected_transaction.html.erb
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@@ -54,6 +54,7 @@
</div>
<div class="col-span-2 ml-auto text-right">
<%= content_tag :p, format_money(-recurring_transaction.amount_money), class: ["font-medium", recurring_transaction.amount.negative? ? "text-success" : "text-subdued"] %>
<% display_amount = recurring_transaction.manual? && recurring_transaction.expected_amount_avg.present? ? recurring_transaction.expected_amount_avg : recurring_transaction.amount %>
<%= content_tag :p, format_money(-Money.new(display_amount, recurring_transaction.currency)), class: ["font-medium", display_amount.negative? ? "text-success" : "text-subdued"] %>
</div>
</div>