feat(transactions): add option for removing Recurring/Installment descriptions and notes from generated transactions

#209

app/apps/transactions/forms.py

@@ -538,6 +538,8 @@ class InstallmentPlanForm(forms.ModelForm):
             "notes",
             "installment_start",
             "entities",
+            "add_description_to_transaction",
+            "add_notes_to_transaction",
         ]
         widgets = {
             "account": TomSelect(),
@@ -593,7 +595,9 @@ class InstallmentPlanForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "notes",
+            Switch("add_notes_to_transaction"),
             Row(
                 Column("number_of_installments", css_class="form-group col-md-6 mb-0"),
                 Column("installment_start", css_class="form-group col-md-6 mb-0"),
@@ -782,6 +786,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "type",
             "amount",
             "description",
+            "add_description_to_transaction",
             "category",
             "tags",
             "start_date",
@@ -790,6 +795,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "recurrence_type",
             "recurrence_interval",
             "notes",
+            "add_notes_to_transaction",
             "entities",
         ]
         widgets = {
@@ -850,6 +856,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "amount",
             Row(
                 Column("category", css_class="form-group col-md-6 mb-0"),
@@ -857,6 +864,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "notes",
+            Switch("add_notes_to_transaction"),
             Row(
                 Column("start_date", css_class="form-group col-md-6 mb-0"),
                 Column("reference_date", css_class="form-group col-md-6 mb-0"),

app/apps/transactions/migrations/0041_installmentplan_add_description_to_transaction_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.1.7 on 2025-03-09 20:22
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0040_alter_transaction_unique_together_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='installmentplan',
+            name='add_description_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add description to transactions'),
+        ),
+        migrations.AddField(
+            model_name='installmentplan',
+            name='add_notes_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add notes to transactions'),
+        ),
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='add_description_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add description to transactions'),
+        ),
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='add_notes_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add notes to transactions'),
+        ),
+    ]

app/apps/transactions/models.py

@@ -493,6 +493,13 @@ class InstallmentPlan(models.Model):
 
     notes = models.TextField(blank=True, verbose_name=_("Notes"))
 
+    add_description_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add description to transactions")
+    )
+    add_notes_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add notes to transactions")
+    )
+
     all_objects = models.Manager()  # Unfiltered manager
     objects = GenericAccountOwnerManager()  # Default filtered manager
 
@@ -557,11 +564,13 @@ class InstallmentPlan(models.Model):
                 is_paid=False,
                 reference_date=transaction_reference_date,
                 amount=self.installment_amount,
-                description=self.description,
+                description=(
+                    self.description if self.add_description_to_transaction else ""
+                ),
                 category=self.category,
                 installment_plan=self,
                 installment_id=i,
-                notes=self.notes,
+                notes=self.notes if self.add_notes_to_transaction else "",
             )
             new_transaction.tags.set(self.tags.all())
             new_transaction.entities.set(self.entities.all())
@@ -594,9 +603,13 @@ class InstallmentPlan(models.Model):
                 existing_transaction.type = self.type
                 existing_transaction.date = transaction_date
                 existing_transaction.reference_date = transaction_reference_date
-                existing_transaction.description = self.description
+                existing_transaction.description = (
+                    self.description if self.add_description_to_transaction else ""
+                )
                 existing_transaction.category = self.category
-                existing_transaction.notes = self.notes
+                existing_transaction.notes = (
+                    self.notes if self.add_notes_to_transaction else ""
+                )
 
                 if (
                     not existing_transaction.is_paid
@@ -617,11 +630,13 @@ class InstallmentPlan(models.Model):
                     is_paid=False,
                     reference_date=transaction_reference_date,
                     amount=self.installment_amount,
-                    description=self.description,
+                    description=(
+                        self.description if self.add_description_to_transaction else ""
+                    ),
                     category=self.category,
                     installment_plan=self,
                     installment_id=i,
-                    notes=self.notes,
+                    notes=self.notes if self.add_notes_to_transaction else "",
                 )
                 new_transaction.tags.set(self.tags.all())
                 new_transaction.entities.set(self.entities.all())
@@ -697,6 +712,13 @@ class RecurringTransaction(models.Model):
         verbose_name=_("Last Generated Reference Date"), null=True, blank=True
     )
 
+    add_description_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add description to transactions")
+    )
+    add_notes_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add notes to transactions")
+    )
+
     all_objects = models.Manager()  # Unfiltered manager
     objects = GenericAccountOwnerManager()  # Default filtered manager
 
@@ -743,11 +765,13 @@ class RecurringTransaction(models.Model):
             date=date,
             reference_date=reference_date.replace(day=1),
             amount=self.amount,
-            description=self.description,
+            description=(
+                self.description if self.add_description_to_transaction else ""
+            ),
             category=self.category,
             is_paid=False,
             recurring_transaction=self,
-            notes=self.notes,
+            notes=self.notes if self.add_notes_to_transaction else "",
         )
         if self.tags.exists():
             created_transaction.tags.set(self.tags.all())
@@ -821,9 +845,13 @@ class RecurringTransaction(models.Model):
         for existing_transaction in unpaid_transactions:
             # Update fields based on RecurringTransaction
             existing_transaction.amount = self.amount
-            existing_transaction.description = self.description
+            existing_transaction.description = (
+                self.description if self.add_description_to_transaction else ""
+            )
             existing_transaction.category = self.category
-            existing_transaction.notes = self.notes
+            existing_transaction.notes = (
+                self.notes if self.add_notes_to_transaction else ""
+            )
 
             # Update many-to-many relationships
             existing_transaction.tags.set(self.tags.all())