Merge pull request #22

feat(api): add RecurringTransaction and InstallmentPlan endpoints

app/apps/api/serializers/accounts.py

@@ -1,4 +1,5 @@
 from rest_framework import serializers
+from rest_framework.permissions import IsAuthenticated
 
 from apps.api.serializers.currencies import CurrencySerializer
 from apps.accounts.models import AccountGroup, Account
@@ -6,6 +7,8 @@ from apps.currencies.models import Currency
 
 
 class AccountGroupSerializer(serializers.ModelSerializer):
+    permission_classes = [IsAuthenticated]
+
     class Meta:
         model = AccountGroup
         fields = "__all__"
@@ -31,6 +34,8 @@ class AccountSerializer(serializers.ModelSerializer):
         allow_null=True,
     )
 
+    permission_classes = [IsAuthenticated]
+
     class Meta:
         model = Account
         fields = [

app/apps/api/serializers/currencies.py

@@ -1,8 +1,12 @@
 from rest_framework import serializers
+from rest_framework.permissions import IsAuthenticated
+
 from apps.currencies.models import Currency, ExchangeRate
 
 
 class CurrencySerializer(serializers.ModelSerializer):
+    permission_classes = [IsAuthenticated]
+
     class Meta:
         model = Currency
         fields = "__all__"
@@ -24,6 +28,8 @@ class ExchangeRateSerializer(serializers.ModelSerializer):
         queryset=Currency.objects.all(), source="to_currency", write_only=True
     )
 
+    permission_classes = [IsAuthenticated]
+
     class Meta:
         model = ExchangeRate
         fields = "__all__"

app/apps/api/serializers/dca.py

@@ -1,4 +1,6 @@
 from rest_framework import serializers
+from rest_framework.permissions import IsAuthenticated
+
 from apps.dca.models import DCAEntry, DCAStrategy
 
 
@@ -16,6 +18,8 @@ class DCAEntrySerializer(serializers.ModelSerializer):
         max_digits=42, decimal_places=30, read_only=True
     )
 
+    permission_classes = [IsAuthenticated]
+
     class Meta:
         model = DCAEntry
         fields = [
@@ -57,6 +61,8 @@ class DCAStrategySerializer(serializers.ModelSerializer):
         max_digits=42, decimal_places=30, read_only=True
     )
 
+    permission_classes = [IsAuthenticated]
+
     class Meta:
         model = DCAStrategy
         fields = [

app/apps/api/serializers/transactions.py

@@ -19,6 +19,7 @@ from apps.transactions.models import (
     TransactionTag,
     InstallmentPlan,
     TransactionEntity,
+    RecurringTransaction,
 )
 
 
@@ -47,11 +48,77 @@ class TransactionEntitySerializer(serializers.ModelSerializer):
 
 
 class InstallmentPlanSerializer(serializers.ModelSerializer):
+    category = TransactionCategoryField(required=False)
+    tags = TransactionTagField(required=False)
+    entities = TransactionEntityField(required=False)
+
     permission_classes = [IsAuthenticated]
 
     class Meta:
         model = InstallmentPlan
-        fields = "__all__"
+        fields = [
+            "id",
+            "account",
+            "type",
+            "description",
+            "number_of_installments",
+            "installment_start",
+            "installment_total_number",
+            "start_date",
+            "reference_date",
+            "end_date",
+            "recurrence",
+            "installment_amount",
+            "category",
+            "tags",
+            "entities",
+            "notes",
+        ]
+        read_only_fields = ["installment_total_number", "end_date"]
+
+    def create(self, validated_data):
+        instance = super().create(validated_data)
+        instance.create_transactions()
+        return instance
+
+    def update(self, instance, validated_data):
+        instance = super().update(instance, validated_data)
+        instance.update_transactions()
+        return instance
+
+
+class RecurringTransactionSerializer(serializers.ModelSerializer):
+    category = TransactionCategoryField(required=False)
+    tags = TransactionTagField(required=False)
+    entities = TransactionEntityField(required=False)
+
+    class Meta:
+        model = RecurringTransaction
+        fields = [
+            "id",
+            "is_paused",
+            "account",
+            "type",
+            "amount",
+            "description",
+            "category",
+            "tags",
+            "entities",
+            "notes",
+            "reference_date",
+            "start_date",
+            "end_date",
+            "recurrence_type",
+            "recurrence_interval",
+            "last_generated_date",
+            "last_generated_reference_date",
+        ]
+        read_only_fields = ["last_generated_date", "last_generated_reference_date"]
+
+    def create(self, validated_data):
+        instance = super().create(validated_data)
+        instance.create_upcoming_transactions()
+        return instance
 
 
 class TransactionSerializer(serializers.ModelSerializer):

app/apps/api/urls.py

@@ -9,6 +9,7 @@ router.register(r"categories", views.TransactionCategoryViewSet)
 router.register(r"tags", views.TransactionTagViewSet)
 router.register(r"entities", views.TransactionEntityViewSet)
 router.register(r"installment-plans", views.InstallmentPlanViewSet)
+router.register(r"recurring-transactions", views.RecurringTransactionViewSet)
 router.register(r"account-groups", views.AccountGroupViewSet)
 router.register(r"accounts", views.AccountViewSet)
 router.register(r"currencies", views.CurrencyViewSet)

app/apps/api/views/transactions.py

@@ -1,4 +1,4 @@
-from rest_framework import permissions, viewsets
+from rest_framework import viewsets
 
 from apps.api.serializers import (
     TransactionSerializer,
@@ -6,6 +6,7 @@ from apps.api.serializers import (
     TransactionTagSerializer,
     InstallmentPlanSerializer,
     TransactionEntitySerializer,
+    RecurringTransactionSerializer,
 )
 from apps.transactions.models import (
     Transaction,
@@ -13,6 +14,7 @@ from apps.transactions.models import (
     TransactionTag,
     InstallmentPlan,
     TransactionEntity,
+    RecurringTransaction,
 )
 from apps.rules.signals import transaction_updated, transaction_created
 
@@ -53,10 +55,7 @@ class InstallmentPlanViewSet(viewsets.ModelViewSet):
     queryset = InstallmentPlan.objects.all()
     serializer_class = InstallmentPlanSerializer
 
-    def perform_create(self, serializer):
-        instance = serializer.save()
-        instance.create_transactions()
 
-    def perform_update(self, serializer):
+class RecurringTransactionViewSet(viewsets.ModelViewSet):
-        instance = serializer.save()
+    queryset = RecurringTransaction.objects.all()
-        instance.create_transactions()
+    serializer_class = RecurringTransactionSerializer