feat: changes to Recurring and InstallmentPlan

app/apps/transactions/models.py

@@ -187,7 +187,7 @@ class InstallmentPlan(models.Model):
 
     def save(self, *args, **kwargs):
         if not self.reference_date:
-            self.reference_date = self.start_date.replace(day=1)
+            self.reference_date = self.start_date
 
         if not self.installment_start:
             self.installment_start = 1
@@ -372,7 +372,7 @@ class RecurringTransaction(models.Model):
 
     def save(self, *args, **kwargs):
         if not self.reference_date:
-            self.reference_date = self.start_date.replace(day=1)
+            self.reference_date = self.start_date
 
         instance = super().save(*args, **kwargs)
         return instance
@@ -381,8 +381,8 @@ class RecurringTransaction(models.Model):
         current_date = self.start_date
         reference_date = self.reference_date
         end_date = min(
-            self.end_date or timezone.now().date() + relativedelta(years=1),
-            timezone.now().date() + relativedelta(years=1),
+            self.end_date or timezone.now().date() + (self.get_recurrence_delta() * 5),
+            timezone.now().date() + (self.get_recurrence_delta() * 5),
         )
 
         while current_date <= end_date:
@@ -403,7 +403,7 @@ class RecurringTransaction(models.Model):
             account=self.account,
             type=self.type,
             date=date,
-            reference_date=reference_date,
+            reference_date=reference_date.replace(day=1),
             amount=self.amount,
             description=self.description,
             category=self.category,
@@ -430,7 +430,8 @@ class RecurringTransaction(models.Model):
     def generate_upcoming_transactions(cls):
         today = timezone.now().date()
         recurring_transactions = cls.objects.filter(
-            models.Q(end_date__isnull=True) | models.Q(end_date__gte=today)
+            models.Q(models.Q(end_date__isnull=True) | models.Q(end_date__gte=today))
+            & models.Q(paused=False)
         )
 
         for recurring_transaction in recurring_transactions:
@@ -447,8 +448,9 @@ class RecurringTransaction(models.Model):
 
             current_date = start_date
             end_date = min(
-                recurring_transaction.end_date or today + relativedelta(years=1),
-                today + relativedelta(years=1),
+                recurring_transaction.end_date
+                or today + (recurring_transaction.get_recurrence_delta() * 6),
+                today + (recurring_transaction.get_recurrence_delta() * 6),
             )
 
             while current_date <= end_date:

app/apps/transactions/urls.py

@@ -133,9 +133,9 @@ urlpatterns = [
         views.recurring_transaction_delete,
         name="recurring_transaction_delete",
     ),
-    # path(
-    #     "installment-plans/<int:installment_plan_id>/refresh/",
-    #     views.installment_plan_refresh,
-    #     name="installment_plan_refresh",
-    # ),
+    path(
+        "recurring-transactions/<int:recurring_transaction_id>/toggle-pause/",
+        views.recurring_transaction_toggle_pause,
+        name="recurring_transaction_toggle_pause",
+    ),
 ]

app/apps/transactions/views/recurring_transactions.py

@@ -9,6 +9,7 @@ from django.views.decorators.http import require_http_methods
 from apps.common.decorators.htmx import only_htmx
 from apps.transactions.forms import RecurringTransactionForm
 from apps.transactions.models import RecurringTransaction
+from apps.transactions.tasks import generate_recurring_transactions
 
 
 @login_required
@@ -24,7 +25,9 @@ def recurring_transactions_index(request):
 @login_required
 @require_http_methods(["GET"])
 def recurring_transactions_list(request):
-    recurring_transactions = RecurringTransaction.objects.all().order_by("-end_date")
+    recurring_transactions = RecurringTransaction.objects.all().order_by(
+        "-start_date", "description", "id"
+    )
 
     return render(
         request,
@@ -124,6 +127,31 @@ def recurring_transaction_edit(request, recurring_transaction_id):
 #     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def recurring_transaction_toggle_pause(request, recurring_transaction_id):
+    installment_plan = get_object_or_404(
+        RecurringTransaction, id=recurring_transaction_id
+    )
+    current_paused = installment_plan.paused
+    installment_plan.paused = not current_paused
+    installment_plan.save(update_fields=["paused"])
+
+    if current_paused:
+        messages.success(request, _("Recurring transaction unpaused successfully"))
+        generate_recurring_transactions.defer()
+    else:
+        messages.success(request, _("Recurring transaction paused successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas, toasts",
+        },
+    )
+
+
 @only_htmx
 @login_required
 @csrf_exempt