feat: add recurring transactions

app/apps/transactions/admin.py

@@ -5,6 +5,7 @@ from apps.transactions.models import (
     TransactionCategory,
     TransactionTag,
     InstallmentPlan,
+    RecurringTransaction,
 )
 
 
@@ -33,5 +34,12 @@ class InstallmentPlanAdmin(admin.ModelAdmin):
     ]
 
 
+@admin.register(RecurringTransaction)
+class RecurringTransactionAdmin(admin.ModelAdmin):
+    inlines = [
+        TransactionInline,
+    ]
+
+
 admin.site.register(TransactionCategory)
 admin.site.register(TransactionTag)

app/apps/transactions/forms.py

@@ -1,10 +1,13 @@
 from crispy_bootstrap5.bootstrap5 import Switch
 from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Row, Column, Field
+from crispy_forms.layout import (
-from dateutil.relativedelta import relativedelta
+    Layout,
+    Row,
+    Column,
+    Field,
+)
 from django import forms
-from django.db import transaction
 from django.utils.translation import gettext_lazy as _
 
 from apps.accounts.models import Account
@@ -12,16 +15,17 @@ from apps.common.fields.forms.dynamic_select import (
     DynamicModelChoiceField,
     DynamicModelMultipleChoiceField,
 )
+from apps.common.fields.month_year import MonthYearFormField
 from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
 from apps.common.widgets.tom_select import TomSelect
 from apps.transactions.models import (
     Transaction,
     TransactionCategory,
     TransactionTag,
     InstallmentPlan,
+    RecurringTransaction,
 )
-from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
-from apps.common.fields.month_year import MonthYearFormField
 
 
 class TransactionForm(forms.ModelForm):
@@ -312,143 +316,6 @@ class TransferForm(forms.Form):
         return from_transaction, to_transaction
 
 
-# class InstallmentPlanForm(forms.Form):
-#     type = forms.ChoiceField(choices=Transaction.Type.choices)
-#     account = forms.ModelChoiceField(
-#         queryset=Account.objects.all(),
-#         label=_("Account"),
-#         widget=TomSelect(),
-#     )
-#     start_date = forms.DateField(
-#         label=_("Start Date"),
-#         widget=forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
-#     )
-#     reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
-#     description = forms.CharField(max_length=500, label=_("Description"))
-#     number_of_installments = forms.IntegerField(
-#         min_value=1, label=_("Number of Installments")
-#     )
-#     recurrence = forms.ChoiceField(
-#         choices=(
-#             ("yearly", _("Yearly")),
-#             ("monthly", _("Monthly")),
-#             ("weekly", _("Weekly")),
-#             ("daily", _("Daily")),
-#         ),
-#         label=_("Recurrence"),
-#         initial="monthly",
-#         widget=TomSelect(clear_button=False),
-#     )
-#     installment_amount = forms.DecimalField(
-#         max_digits=42,
-#         decimal_places=30,
-#         required=True,
-#         label=_("Installment Amount"),
-#     )
-#     category = DynamicModelChoiceField(
-#         model=TransactionCategory,
-#         required=False,
-#         label=_("Category"),
-#     )
-#     tags = DynamicModelMultipleChoiceField(
-#         model=TransactionTag,
-#         to_field_name="name",
-#         create_field="name",
-#         required=False,
-#         label=_("Tags"),
-#     )
-#
-#     def __init__(self, *args, **kwargs):
-#         super().__init__(*args, **kwargs)
-#
-#         self.helper = FormHelper()
-#         self.helper.form_tag = False
-#         self.helper.form_method = "post"
-#
-#         self.helper.layout = Layout(
-#             Field(
-#                 "type",
-#                 template="transactions/widgets/income_expense_toggle_buttons.html",
-#             ),
-#             "account",
-#             "description",
-#             Row(
-#                 Column("number_of_installments", css_class="form-group col-md-6 mb-0"),
-#                 Column("recurrence", css_class="form-group col-md-6 mb-0"),
-#                 css_class="form-row",
-#             ),
-#             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"),
-#                 css_class="form-row",
-#             ),
-#             "installment_amount",
-#             Row(
-#                 Column("category", css_class="form-group col-md-6 mb-0"),
-#                 Column("tags", css_class="form-group col-md-6 mb-0"),
-#                 css_class="form-row",
-#             ),
-#             FormActions(
-#                 NoClassSubmit(
-#                     "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-#                 ),
-#             ),
-#         )
-#
-#         self.fields["installment_amount"].widget = ArbitraryDecimalDisplayNumberInput()
-#
-#     def save(self):
-#         number_of_installments = self.cleaned_data["number_of_installments"]
-#         transaction_type = self.cleaned_data["type"]
-#         start_date = self.cleaned_data["start_date"]
-#         reference_date = self.cleaned_data["reference_date"] or start_date
-#         recurrence = self.cleaned_data["recurrence"]
-#         account = self.cleaned_data["account"]
-#         description = self.cleaned_data["description"]
-#         installment_amount = self.cleaned_data["installment_amount"]
-#         category = self.cleaned_data["category"]
-#
-#         print(reference_date, type(reference_date))
-#         print(start_date, type(start_date))
-#
-#         with transaction.atomic():
-#             installment_plan = InstallmentPlan.objects.create(
-#                 account=account,
-#                 description=description,
-#                 number_of_installments=number_of_installments,
-#             )
-#
-#             with transaction.atomic():
-#                 for i in range(number_of_installments):
-#                     if recurrence == "yearly":
-#                         delta = relativedelta(years=i)
-#                     elif recurrence == "monthly":
-#                         delta = relativedelta(months=i)
-#                     elif recurrence == "weekly":
-#                         delta = relativedelta(weeks=i)
-#                     elif recurrence == "daily":
-#                         delta = relativedelta(days=i)
-#
-#                     transaction_date = start_date + delta
-#                     transaction_reference_date = (reference_date + delta).replace(day=1)
-#                     new_transaction = Transaction.objects.create(
-#                         account=account,
-#                         type=transaction_type,
-#                         date=transaction_date,
-#                         is_paid=False,
-#                         reference_date=transaction_reference_date,
-#                         amount=installment_amount,
-#                         description=description,
-#                         notes=f"{i + 1}/{number_of_installments}",
-#                         category=category,
-#                         installment_plan=installment_plan,
-#                     )
-#
-#                     new_transaction.tags.set(self.cleaned_data.get("tags", []))
-#
-#         return installment_plan
-
-
 class InstallmentPlanForm(forms.ModelForm):
     tags = DynamicModelMultipleChoiceField(
         model=TransactionTag,
@@ -615,3 +482,112 @@ class TransactionCategoryForm(forms.ModelForm):
                     ),
                 ),
             )
+
+
+class RecurringTransactionForm(forms.ModelForm):
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+    )
+    category = DynamicModelChoiceField(
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+    )
+    type = forms.ChoiceField(choices=Transaction.Type.choices)
+    reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
+
+    class Meta:
+        model = RecurringTransaction
+        fields = [
+            "account",
+            "type",
+            "amount",
+            "description",
+            "category",
+            "tags",
+            "start_date",
+            "reference_date",
+            "end_date",
+            "recurrence_type",
+            "recurrence_interval",
+        ]
+        widgets = {
+            "start_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
+            "end_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
+            "account": TomSelect(clear_button=False),
+            "recurrence_type": TomSelect(clear_button=False),
+        }
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.helper = FormHelper()
+        self.helper.form_method = "post"
+        self.helper.form_tag = False
+
+        self.helper.layout = Layout(
+            Field(
+                "type",
+                template="transactions/widgets/income_expense_toggle_buttons.html",
+            ),
+            "account",
+            "description",
+            "amount",
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            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"),
+                css_class="form-row",
+            ),
+            Row(
+                Column("recurrence_interval", css_class="form-group col-md-4 mb-0"),
+                Column("recurrence_type", css_class="form-group col-md-4 mb-0"),
+                Column("end_date", css_class="form-group col-md-4 mb-0"),
+                css_class="form-row",
+            ),
+        )
+
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+    def clean(self):
+        cleaned_data = super().clean()
+        start_date = cleaned_data.get("start_date")
+        end_date = cleaned_data.get("end_date")
+
+        if start_date and end_date and start_date > end_date:
+            raise forms.ValidationError("End date should be after the start date.")
+
+        return cleaned_data
+
+    def save(self, **kwargs):
+        is_new = not self.instance.id
+
+        instance = super().save(**kwargs)
+        if is_new:
+            instance.create_upcoming_transactions()
+
+        return instance

app/apps/transactions/models.py

@@ -1,17 +1,16 @@
 import logging
 
 from dateutil.relativedelta import relativedelta
-from django.core.exceptions import ValidationError
 from django.core.validators import MinValueValidator
 from django.db import models, transaction
 from django.db.models import Q
-from django.utils.functional import cached_property
+from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
 
-from apps.common.functions.decimals import truncate_decimal
-from apps.transactions.validators import validate_decimal_places, validate_non_negative
-from apps.currencies.utils.convert import convert
 from apps.common.fields.month_year import MonthYearModelField
+from apps.common.functions.decimals import truncate_decimal
+from apps.currencies.utils.convert import convert
+from apps.transactions.validators import validate_decimal_places, validate_non_negative
 
 logger = logging.getLogger()
 
@@ -41,30 +40,6 @@ class TransactionTag(models.Model):
         return self.name
 
 
-# class InstallmentPlan(models.Model):
-#     account = models.ForeignKey(
-#         "accounts.Account", on_delete=models.CASCADE, verbose_name=_("Account")
-#     )
-#     description = models.CharField(max_length=500, verbose_name=_("Description"))
-#     number_of_installments = models.PositiveIntegerField(
-#         validators=[MinValueValidator(1)], verbose_name=_("Number of Installments")
-#     )
-#     # start_date = models.DateField(verbose_name=_("Start Date"))
-#     # end_date = models.DateField(verbose_name=_("End Date"))
-#
-#     class Meta:
-#         verbose_name = _("Installment Plan")
-#         verbose_name_plural = _("Installment Plans")
-#
-#     def __str__(self):
-#         return f"{self.description} - {self.number_of_installments} installments"
-#
-#     def delete(self, *args, **kwargs):
-#         # Delete related transactions
-#         self.transactions.all().delete()
-#         super().delete(*args, **kwargs)
-
-
 class Transaction(models.Model):
     class Type(models.TextChoices):
         INCOME = "IN", _("Income")
@@ -110,6 +85,14 @@ class Transaction(models.Model):
         verbose_name=_("Installment Plan"),
     )
     installment_id = models.PositiveIntegerField(null=True, blank=True)
+    recurring_transaction = models.ForeignKey(
+        "RecurringTransaction",
+        on_delete=models.CASCADE,
+        null=True,
+        blank=True,
+        related_name="transactions",
+        verbose_name=_("Recurring Transaction"),
+    )
 
     class Meta:
         verbose_name = _("Transaction")
@@ -120,6 +103,7 @@ class Transaction(models.Model):
         self.amount = truncate_decimal(
             value=self.amount, decimal_places=self.account.currency.decimal_places
         )
+        self.reference_date = self.reference_date.replace(day=1)
         self.full_clean()
         super().save(*args, **kwargs)
 
@@ -323,3 +307,160 @@ class InstallmentPlan(models.Model):
         # Delete related transactions
         self.transactions.all().delete()
         super().delete(*args, **kwargs)
+
+
+class RecurringTransaction(models.Model):
+    class RecurrenceType(models.TextChoices):
+        DAY = "day", _("day(s)")
+        WEEK = "week", _("week(s)")
+        MONTH = "month", _("month(s)")
+        YEAR = "year", _("year(s)")
+
+    account = models.ForeignKey(
+        "accounts.Account", on_delete=models.CASCADE, verbose_name=_("Account")
+    )
+    type = models.CharField(
+        max_length=2,
+        choices=Transaction.Type,
+        default=Transaction.Type.EXPENSE,
+        verbose_name=_("Type"),
+    )
+    amount = models.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        verbose_name=_("Amount"),
+        validators=[validate_non_negative, validate_decimal_places],
+    )
+    description = models.CharField(max_length=500, verbose_name=_("Description"))
+    category = models.ForeignKey(
+        TransactionCategory,
+        on_delete=models.SET_NULL,
+        verbose_name=_("Category"),
+        blank=True,
+        null=True,
+    )
+    tags = models.ManyToManyField(TransactionTag, verbose_name=_("Tags"), blank=True)
+    reference_date = models.DateField(
+        verbose_name=_("Reference Date"), null=True, blank=True
+    )
+
+    # Recurrence fields
+    start_date = models.DateField(verbose_name=_("Start Date"))
+    end_date = models.DateField(verbose_name=_("End Date"), null=True, blank=True)
+    recurrence_type = models.CharField(
+        max_length=7, choices=RecurrenceType, verbose_name=_("Recurrence Type")
+    )
+    recurrence_interval = models.PositiveIntegerField(
+        verbose_name=_("Recurrence Interval"),
+    )
+
+    last_generated_date = models.DateField(
+        verbose_name=_("Last Generated Date"), null=True, blank=True
+    )
+    last_generated_reference_date = models.DateField(
+        verbose_name=_("Last Generated Reference Date"), null=True, blank=True
+    )
+
+    class Meta:
+        verbose_name = _("Recurring Transaction")
+        verbose_name_plural = _("Recurring Transactions")
+        db_table = "recurring_transactions"
+
+    def __str__(self):
+        return self.description
+
+    def save(self, *args, **kwargs):
+        if not self.reference_date:
+            self.reference_date = self.start_date.replace(day=1)
+
+        instance = super().save(*args, **kwargs)
+        return instance
+
+    def create_upcoming_transactions(self):
+        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),
+        )
+
+        while current_date <= end_date:
+            self.create_transaction(current_date, reference_date)
+            current_date = self.get_next_date(current_date)
+            reference_date = self.get_next_date(reference_date)
+
+        self.last_generated_date = current_date - self.get_recurrence_delta()
+        self.last_generated_reference_date = (
+            reference_date - self.get_recurrence_delta()
+        )
+        self.save(
+            update_fields=["last_generated_date", "last_generated_reference_date"]
+        )
+
+    def create_transaction(self, date, reference_date):
+        created_transaction = Transaction.objects.create(
+            account=self.account,
+            type=self.type,
+            date=date,
+            reference_date=reference_date,
+            amount=self.amount,
+            description=self.description,
+            category=self.category,
+            is_paid=False,
+            recurring_transaction=self,
+        )
+        if self.tags.exists():
+            created_transaction.tags.set(self.tags.all())
+
+    def get_recurrence_delta(self):
+        if self.recurrence_type == self.RecurrenceType.DAY:
+            return relativedelta(days=self.recurrence_interval)
+        elif self.recurrence_type == self.RecurrenceType.WEEK:
+            return relativedelta(weeks=self.recurrence_interval)
+        elif self.recurrence_type == self.RecurrenceType.MONTH:
+            return relativedelta(months=self.recurrence_interval)
+        elif self.recurrence_type == self.RecurrenceType.YEAR:
+            return relativedelta(years=self.recurrence_interval)
+
+    def get_next_date(self, current_date):
+        return current_date + self.get_recurrence_delta()
+
+    @classmethod
+    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)
+        )
+
+        for recurring_transaction in recurring_transactions:
+            if recurring_transaction.last_generated_date:
+                start_date = recurring_transaction.get_next_date(
+                    recurring_transaction.last_generated_date
+                )
+                reference_date = recurring_transaction.get_next_date(
+                    recurring_transaction.last_generated_reference_date
+                )
+            else:
+                start_date = max(recurring_transaction.start_date, today)
+                reference_date = recurring_transaction.reference_date
+
+            current_date = start_date
+            end_date = min(
+                recurring_transaction.end_date or today + relativedelta(years=1),
+                today + relativedelta(years=1),
+            )
+
+            while current_date <= end_date:
+                recurring_transaction.create_transaction(current_date, reference_date)
+                current_date = recurring_transaction.get_next_date(current_date)
+                reference_date = recurring_transaction.get_next_date(reference_date)
+
+            recurring_transaction.last_generated_date = (
+                current_date - recurring_transaction.get_recurrence_delta()
+            )
+            recurring_transaction.last_generated_reference_date = (
+                reference_date - recurring_transaction.get_recurrence_delta()
+            )
+            recurring_transaction.save(
+                update_fields=["last_generated_date", "last_generated_reference_date"]
+            )

app/apps/transactions/tasks.py

@@ -0,0 +1,9 @@
+from procrastinate.contrib.django import app
+
+from apps.transactions.models import RecurringTransaction
+
+
+@app.periodic(cron="0 0 * * *")
+@app.task
+def generate_recurring_transactions():
+    RecurringTransaction.generate_upcoming_transactions()

app/apps/transactions/urls.py

@@ -103,4 +103,39 @@ urlpatterns = [
         views.installment_plan_refresh,
         name="installment_plan_refresh",
     ),
+    path(
+        "recurring-trasanctions/",
+        views.recurring_transactions_index,
+        name="recurring_trasanctions_index",
+    ),
+    path(
+        "recurring-trasanctions/list/",
+        views.recurring_transactions_list,
+        name="recurring_transaction_list",
+    ),
+    path(
+        "recurring-transactions/add/",
+        views.recurring_transaction_add,
+        name="recurring_transaction_add",
+    ),
+    path(
+        "recurring-transactions/<int:recurring_transaction_id>/transactions/",
+        views.recurring_transaction_transactions,
+        name="recurring_transaction_transactions",
+    ),
+    path(
+        "recurring-transactions/<int:recurring_transaction_id>/edit/",
+        views.recurring_transaction_edit,
+        name="recurring_transaction_edit",
+    ),
+    path(
+        "recurring-transactions/<int:recurring_transaction_id>/delete/",
+        views.recurring_transaction_delete,
+        name="recurring_transaction_delete",
+    ),
+    # path(
+    #     "installment-plans/<int:installment_plan_id>/refresh/",
+    #     views.installment_plan_refresh,
+    #     name="installment_plan_refresh",
+    # ),
 ]

app/apps/transactions/views/__init__.py

@@ -3,3 +3,4 @@ from .tags import *
 from .categories import *
 from .actions import *
 from .installment_plans import *
+from .recurring_transactions import *

app/apps/transactions/views/recurring_transactions.py

@@ -0,0 +1,145 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+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
+
+
+@login_required
+@require_http_methods(["GET"])
+def recurring_transactions_index(request):
+    return render(
+        request,
+        "recurring_transactions/pages/index.html",
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def recurring_transactions_list(request):
+    recurring_transactions = RecurringTransaction.objects.all().order_by("-end_date")
+
+    return render(
+        request,
+        "recurring_transactions/fragments/list.html",
+        {"recurring_transactions": recurring_transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def recurring_transaction_transactions(request, recurring_transaction_id):
+    recurring_transaction = get_object_or_404(
+        RecurringTransaction, id=recurring_transaction_id
+    )
+    transactions = recurring_transaction.transactions.all().order_by(
+        "reference_date", "id"
+    )
+
+    return render(
+        request,
+        "recurring_transactions/fragments/list_transactions.html",
+        {"recurring_transaction": recurring_transaction, "transactions": transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def recurring_transaction_add(request):
+    if request.method == "POST":
+        form = RecurringTransactionForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Recurring Transaction added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = RecurringTransactionForm()
+
+    return render(
+        request,
+        "recurring_transactions/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def recurring_transaction_edit(request, recurring_transaction_id):
+    recurring_transaction = get_object_or_404(
+        RecurringTransaction, id=recurring_transaction_id
+    )
+
+    if request.method == "POST":
+        form = RecurringTransactionForm(request.POST, instance=recurring_transaction)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Recurring Transaction updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = RecurringTransactionForm(instance=recurring_transaction)
+
+    return render(
+        request,
+        "recurring_transactions/fragments/edit.html",
+        {"form": form, "recurring_transaction": recurring_transaction},
+    )
+
+
+# @only_htmx
+# @login_required
+# @require_http_methods(["GET"])
+# def recurring_transaction_refresh(request, installment_plan_id):
+#     installment_plan = get_object_or_404(InstallmentPlan, id=installment_plan_id)
+#     installment_plan.update_transactions()
+#
+#     messages.success(request, _("Installment Plan refreshed successfully"))
+#
+#     return HttpResponse(
+#         status=204,
+#         headers={
+#             "HX-Trigger": "updated, hide_offcanvas, toasts",
+#         },
+#     )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def recurring_transaction_delete(request, recurring_transaction_id):
+    recurring_transaction = get_object_or_404(
+        RecurringTransaction, id=recurring_transaction_id
+    )
+
+    recurring_transaction.delete()
+
+    messages.success(request, _("Recurring Transaction deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas, toasts",
+        },
+    )

app/templates/includes/navbar.html

@@ -34,7 +34,24 @@
           </a>
         </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='tags_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||installment_plans_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index' %}"
+             href="#" role="button"
+             data-bs-toggle="dropdown"
+             aria-expanded="false">
+            {% translate 'Transactions' %}
+          </a>
+          <ul class="dropdown-menu">
+            <li>
+              <hr class="dropdown-divider">
+            </li>
+            <li><a class="dropdown-item {% active_link views='installment_plans_index' %}"
+                   href="{% url 'installment_plans_index' %}">{% translate 'Installment Plans' %}</a></li>
+            <li><a class="dropdown-item {% active_link views='recurring_trasanctions_index' %}"
+                   href="{% url 'recurring_trasanctions_index' %}">{% translate 'Recurring Transactions' %}</a></li>
+          </ul>
+        </li>
+        <li class="nav-item dropdown">
+          <a class="nav-link dropdown-toggle {% active_link views='tags_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">
@@ -46,8 +63,6 @@
                    href="{% url 'categories_index' %}">{% translate 'Categories' %}</a></li>
             <li><a class="dropdown-item {% active_link views='tags_index' %}"
                    href="{% url 'tags_index' %}">{% translate 'Tags' %}</a></li>
-            <li><a class="dropdown-item {% active_link views='installment_plans_index' %}"
-                   href="{% url 'installment_plans_index' %}">{% translate 'Installment Plans' %}</a></li>
             <li>
               <hr class="dropdown-divider">
             </li>

app/templates/monthly_overview/pages/overview.html

@@ -73,6 +73,12 @@
           <i class="fa-solid fa-divide me-2"></i>
           {% translate "Installment" %}
         </button>
+        <button class="btn btn-sm btn-outline-warning"
+                hx-get="{% url 'recurring_transaction_add' %}"
+                hx-trigger="click, balance from:window"
+                hx-target="#generic-offcanvas">
+          <i class="fa-solid fa-repeat me-2"></i>
+          {% translate "Recurring" %}
         <button class="btn btn-sm btn-outline-info"
                 hx-get="{% url 'transactions_transfer' %}"
                 hx-target="#generic-offcanvas"

app/templates/recurring_transactions/fragments/add.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Add recurring transaction' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'recurring_transaction_add' %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/recurring_transactions/fragments/edit.html

@@ -0,0 +1,13 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit recurring transaction' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'recurring_transaction_edit' recurring_transaction_id=recurring_transaction.id %}"
+      hx-target="#generic-offcanvas"
+      novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/recurring_transactions/fragments/list.html

@@ -0,0 +1,74 @@
+{% load i18n %}
+<div class="container px-md-3 py-3 column-gap-5">
+  <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+    {% spaceless %}
+    <div>{% translate 'Recurring Transactions' %}<span>
+      <a class="text-decoration-none tw-text-2xl p-1 category-action"
+                role="button"
+                data-bs-toggle="tooltip"
+                data-bs-title="{% translate "Add" %}"
+                hx-get="{% url 'recurring_transaction_add' %}"
+                hx-target="#generic-offcanvas"
+                _="">
+            <i class="fa-solid fa-circle-plus fa-fw"></i></a>
+    </span></div>
+    {% endspaceless %}
+  </div>
+
+  <div class="border p-3 rounded-3 table-responsive">
+    <table class="table table-hover">
+    <thead>
+      <tr>
+        <th scope="col" class="col-auto"></th>
+        <th scope="col" class="col">{% translate 'Name' %}</th>
+      </tr>
+    </thead>
+    <tbody>
+      {% for recurring_transaction in recurring_transactions %}
+      <tr class="recurring_transaction">
+        <td class="col-auto text-center">
+          <a class="text-decoration-none tw-text-gray-400 p-1 category-action"
+                role="button"
+                data-bs-toggle="tooltip"
+                data-bs-title="{% translate "Edit" %}"
+                hx-get="{% url 'recurring_transaction_edit' recurring_transaction_id=recurring_transaction.id %}"
+                hx-target="#generic-offcanvas">
+            <i class="fa-solid fa-pencil fa-fw"></i></a>
+          <a class="text-decoration-none tw-text-gray-400 p-1 category-action"
+                role="button"
+                data-bs-toggle="tooltip"
+                data-bs-title="{% translate "Transactions" %}"
+                hx-get="{% url 'recurring_transaction_transactions' recurring_transaction_id=recurring_transaction.id %}"
+                hx-target="#persistent-generic-offcanvas-left">
+            <i class="fa-solid fa-eye fa-fw"></i></a>
+{#          <a class="text-decoration-none text-info p-1 category-action"#}
+{#                role="button"#}
+{#                data-bs-toggle="tooltip"#}
+{#                data-bs-title="{% translate "Refresh" %}"#}
+{#                hx-get="{% url 'installment_plan_refresh' installment_plan_id=installment_plan.id %}"#}
+{#                hx-target="#generic-offcanvas"#}
+{#                hx-trigger='confirmed'#}
+{#                data-bypass-on-ctrl="true"#}
+{#                data-title="{% translate "Are you sure?" %}"#}
+{#                data-text="{% translate "This will update all transactions associated with this plan and recreate missing ones" %}"#}
+{#                data-confirm-text="{% translate "Yes, refresh it!" %}"#}
+{#                _="install prompt_swal">#}
+{#            <i class="fa-solid fa-arrows-rotate fa-fw"></i></a>#}
+          <a class="text-danger text-decoration-none p-1 category-action"
+                  role="button"
+                  data-bs-toggle="tooltip"
+                  data-bs-title="{% translate "Delete" %}"
+                  hx-delete="{% url 'recurring_transaction_delete' recurring_transaction_id=recurring_transaction.id %}"
+                  hx-trigger='confirmed'
+                  data-bypass-on-ctrl="true"
+                  data-title="{% translate "Are you sure?" %}"
+                  data-text="{% translate "This will delete the recurrence and all transactions associated with it" %}"
+                  data-confirm-text="{% translate "Yes, delete it!" %}"
+                  _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a></td>
+        <td class="col">{{ recurring_transaction.description }}</td>
+      </tr>
+      {% endfor %}
+    </tbody>
+  </table>
+  </div>
+</div>

app/templates/recurring_transactions/fragments/list_transactions.html

@@ -0,0 +1,13 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Installments' %}{% endblock %}
+
+{% block body %}
+<div hx-get="{% url 'recurring_transaction_transactions' recurring_transaction_id=recurring_transaction.id %}" hx-trigger="updated from:window" hx-vals='{"disable_selection": true}' hx-target="closest .offcanvas" class="show-loading">
+{% for transaction in transactions %}
+  {% include 'transactions/fragments/item.html' with transaction=transaction disable_selection=True %}
+{% endfor %}
+</div>
+{% endblock %}

app/templates/recurring_transactions/pages/index.html

@@ -0,0 +1,8 @@
+{% extends "layouts/base.html" %}
+{% load i18n %}
+
+{% block title %}{% translate 'Recurring Transactions' %}{% endblock %}
+
+{% block content %}
+<div hx-get="{% url 'recurring_transaction_list' %}" hx-trigger="load, updated from:window" class="show-loading mx-5"></div>
+{% endblock %}

frontend/src/application/select.js

@@ -9,7 +9,7 @@ window.TomSelect = function createDynamicTomSelect(element) {
 
     // Extract 'create' option from data attribute
     create: element.dataset.create === 'true',
-
+    copyClassesToDropdown: true,
     allowEmptyOption: element.dataset.allowEmptyOption === 'true',
     render: {
         no_results: function () {