sure/app/views/recurring_transactions/_form.html.erb

<%# locals: (recurring_transaction:, sibling_count: 0) %>

<%# Income mode reshapes the dialog: a paycheck has a source and a payday,
    not a biller portal and an autopay toggle. %>
<% income = recurring_transaction.is_income.present? || recurring_transaction.typed_income? %>

<%= styled_form_with model: recurring_transaction, class: "space-y-4" do |f| %>
  <section class="space-y-4">
    <% if recurring_transaction.errors.any? %>
      <%= render "shared/form_errors", model: recurring_transaction %>
    <% end %>

    <%# What a bill is called, what it costs and where it is paid from all
        outlive their first version, so they are editable. They used to be
        create-only, which left delete-and-recreate as the only way to record
        a price rise, and that takes the payment history with it. %>
    <%# Detected bills carry a merchant and no name of their own, so the field
        is seeded from whatever the bill is currently called. Left as the bare
        attribute it renders empty on most bills, and being required, browsers
        then refuse to submit the form at all. %>
    <%= f.text_field :name,
          label: income ? t(".income_name_label") : t(".name_label"),
          placeholder: income ? t(".income_name_placeholder") : t(".name_placeholder"),
          value: recurring_transaction.display_name,
          autofocus: true,
          required: true %>

    <% if recurring_transaction.new_record? %>
      <div class="grid grid-cols-2 gap-3">
        <%= f.number_field :amount,
              label: income ? t(".income_amount_label") : t(".amount_label"),
              value: recurring_transaction.amount&.abs,
              min: 0,
              step: 0.01,
              required: true %>
        <%= f.date_field :first_due_on,
              label: income ? t(".income_due_on_label") : t(".first_due_on_label"),
              value: recurring_transaction.first_due_on,
              required: true %>
      </div>
    <% else %>
      <%# first_due_on seeds the schedule and does nothing once the series
          exists, so editing when a bill falls due happens in the frequency
          picker below rather than here. %>
      <div class="space-y-2">
        <%# Income stores its amount negative; the field edits the magnitude
            and the update path re-applies the sign. %>
        <%= f.number_field :amount,
              label: income ? t(".income_amount_label") : t(".amount_label"),
              value: recurring_transaction.amount&.abs,
              min: 0,
              step: 0.01,
              required: true %>
        <p class="text-xs text-secondary"><%= income ? t(".income_amount_edit_hint") : t(".amount_edit_hint") %></p>
      </div>
    <% end %>

    <%= f.collection_select :account_id,
          Current.user.accessible_accounts.visible.alphabetically,
          :id, :name,
          { label: income ? t(".income_account_label") : t(".account_label"), include_blank: t(".account_blank") } %>

    <%# Which kind this is was decided by the entry point that opened the
        dialog, so the form only has to carry the answer. Offering it as a
        checkbox here asked a question the dialog had already answered in its
        own title, and ticking it did not reshape anything: you filled in
        bill-shaped labels, pressed Save bill, and got income. %>
    <% if recurring_transaction.new_record? && income %>
      <%= hidden_field_tag "recurring_transaction[is_income]", "1" %>
    <% end %>

    <%# Name, amount, due date and how often are the whole job for most
        bills. How often used to render below the payment link and the
        autopay toggle, so the fourth thing anyone needs sat under two
        things most people never set. %>
    <div class="space-y-2" data-controller="frequency-fields">
      <%= f.select :frequency_preset,
            frequency_preset_options(recurring_transaction),
            { label: income ? t(".income_frequency_label") : t(".frequency_label") },
            { data: { frequency_fields_target: "preset", action: "change->frequency-fields#update" } } %>

      <% if recurring_transaction.persisted? %>
        <div class="grid grid-cols-2 gap-3">
          <div data-frequency-fields-target="group" data-presets="monthly,semimonthly,quarterly,semiannual,annual" class="hidden">
            <%= f.select :frequency_day_of_month, frequency_day_options, { label: t(".frequency_day_label") } %>
          </div>
          <div data-frequency-fields-target="group" data-presets="semimonthly" class="hidden">
            <%= f.select :frequency_second_day_of_month, frequency_day_options, { label: t(".frequency_second_day_label") } %>
          </div>
          <div data-frequency-fields-target="group" data-presets="weekly,biweekly" class="hidden">
            <%= f.select :frequency_weekday, frequency_weekday_options, { label: t(".frequency_weekday_label") } %>
          </div>
          <div data-frequency-fields-target="group" data-presets="annual" class="hidden">
            <%= f.select :frequency_month_of_year, frequency_month_options, { label: t(".frequency_month_label") } %>
          </div>
        </div>

        <p class="text-xs text-secondary"><%= income ? t(".income_frequency_hint") : t(".frequency_hint") %></p>
      <% else %>
        <%# A new series' day details derive from its first date. %>
        <p class="text-xs text-secondary"><%= income ? t(".income_frequency_new_hint") : t(".frequency_new_hint") %></p>
      <% end %>
    </div>

    <% if recurring_transaction.persisted? && %w[bill subscription installment other].include?(recurring_transaction.bill_type) %>
      <div class="grid grid-cols-2 gap-3" data-controller="frequency-fields">
        <%= f.select :bill_type,
              %w[bill subscription installment other].map { |type| [ t("bills.all.types.#{type}"), type ] },
              { label: t(".bill_type_label") },
              { data: { frequency_fields_target: "preset", action: "change->frequency-fields#update" } } %>
        <%= f.collection_select :category_id,
              Current.family.categories.alphabetically,
              :id, :name,
              { label: t(".category_label"), include_blank: t(".category_blank") } %>

        <div data-frequency-fields-target="group" data-presets="installment" class="hidden col-span-2">
          <%= f.number_field :end_after_count,
                label: t(".installment_count_label"),
                min: 2, step: 1 %>
          <p class="text-xs text-secondary mt-1"><%= t(".installment_count_hint") %></p>
        </div>
      </div>

      <% if recurring_transaction.typed_subscription? %>
        <div class="space-y-2">
          <div class="grid grid-cols-3 gap-3">
            <%= f.date_field :renews_on, label: t(".renews_on_label") %>
            <%= f.date_field :trial_ends_on, label: t(".trial_ends_on_label") %>
            <%= f.date_field :cancelled_on, label: t(".cancelled_on_label") %>
          </div>
          <p class="text-xs text-secondary"><%= t(".cancelled_on_hint") %></p>
        </div>
      <% end %>
    <% end %>

    <%= render DS::Disclosure.new(title: t(".more_options"), align: "left") do %>
      <div class="space-y-4 pt-2">
      <% unless income %>
        <div class="space-y-2">
          <%= f.text_field :payment_url,
                label: t(".payment_url_label"),
                placeholder: t(".payment_url_placeholder"),
                inputmode: "url" %>
          <p class="text-xs text-secondary"><%= t(".payment_url_hint") %></p>
        </div>

        <div class="flex items-start justify-between gap-4">
          <div>
            <p class="text-sm font-medium text-primary"><%= t(".autopay_label") %></p>
            <p class="text-xs text-secondary"><%= t(".autopay_hint") %></p>
          </div>
          <%= f.toggle :autopay %>
        </div>
      <% end %>
      <div class="space-y-2">
        <%= f.text_area :notes,
              label: t(".notes_label"),
              placeholder: income ? t(".income_notes_placeholder") : t(".notes_placeholder"),
              rows: 2 %>
        <p class="text-xs text-secondary"><%= income ? t(".income_notes_hint") : t(".notes_hint") %></p>
      </div>
      </div>
    <% end %>

    <% if sibling_count.positive? %>
      <label class="flex items-start gap-2 cursor-pointer">
        <%= check_box_tag :apply_to_siblings, "1", false, class: "checkbox checkbox--light mt-0.5" %>
        <span class="text-sm text-primary">
          <%= t(".apply_to_siblings", count: sibling_count, name: recurring_transaction.display_name) %>
        </span>
      </label>
    <% end %>
  </section>

  <section>
    <%= f.submit income ? t(".submit_income") : t(".submit") %>
  </section>
<% end %>