feat: add categories and allow to finish a recurring transaction

app/apps/transactions/forms.py

@@ -615,7 +615,7 @@ class RecurringTransactionForm(forms.ModelForm):
         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.")
+            raise forms.ValidationError(_("End date should be after the start date"))
 
         return cleaned_data
 

app/apps/transactions/migrations/0022_rename_paused_recurringtransaction_is_paused.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.2 on 2024-11-05 02:26
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0021_alter_transaction_account'),
+    ]
+
+    operations = [
+        migrations.RenameField(
+            model_name='recurringtransaction',
+            old_name='paused',
+            new_name='is_paused',
+        ),
+    ]

app/apps/transactions/models.py

@@ -328,7 +328,7 @@ class RecurringTransaction(models.Model):
         MONTH = "month", _("month(s)")
         YEAR = "year", _("year(s)")
 
-    paused = models.BooleanField(default=False, verbose_name=_("Paused"))
+    is_paused = models.BooleanField(default=False, verbose_name=_("Paused"))
     account = models.ForeignKey(
         "accounts.Account", on_delete=models.CASCADE, verbose_name=_("Account")
     )
@@ -444,8 +444,8 @@ class RecurringTransaction(models.Model):
     def generate_upcoming_transactions(cls):
         today = timezone.now().date()
         recurring_transactions = cls.objects.filter(
-            models.Q(models.Q(end_date__isnull=True) | models.Q(end_date__gte=today))
-            & models.Q(paused=False)
+            Q(models.Q(end_date__isnull=True) | Q(end_date__gte=today))
+            & Q(paused=False)
         )
 
         for recurring_transaction in recurring_transactions:

app/apps/transactions/urls.py

@@ -127,6 +127,21 @@ urlpatterns = [
         views.recurring_transactions_list,
         name="recurring_transaction_list",
     ),
+    path(
+        "recurring-trasanctions/list/active/",
+        views.active_recurring_transactions_list,
+        name="active_recurring_transaction_list",
+    ),
+    path(
+        "recurring-trasanctions/list/paused/",
+        views.paused_recurring_transactions_list,
+        name="paused_recurring_transaction_list",
+    ),
+    path(
+        "recurring-trasanctions/list/finished/",
+        views.finished_recurring_transactions_list,
+        name="finished_recurring_transaction_list",
+    ),
     path(
         "recurring-transactions/add/",
         views.recurring_transaction_add,
@@ -152,4 +167,9 @@ urlpatterns = [
         views.recurring_transaction_toggle_pause,
         name="recurring_transaction_toggle_pause",
     ),
+    path(
+        "recurring-transactions/<int:recurring_transaction_id>/finish/",
+        views.recurring_transaction_finish,
+        name="recurring_transaction_finish",
+    ),
 ]

app/apps/transactions/views/recurring_transactions.py

@@ -1,7 +1,11 @@
+from dateutil.relativedelta import relativedelta
+
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
+from django.db.models import Q
 from django.http import HttpResponse
 from django.shortcuts import render, get_object_or_404
+from django.utils import timezone
 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
@@ -25,14 +29,60 @@ def recurring_transactions_index(request):
 @login_required
 @require_http_methods(["GET"])
 def recurring_transactions_list(request):
-    recurring_transactions = RecurringTransaction.objects.all().order_by(
-        "-start_date", "description", "id"
-    )
-
     return render(
         request,
         "recurring_transactions/fragments/list.html",
-        {"recurring_transactions": recurring_transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def active_recurring_transactions_list(request):
+    today = timezone.localdate(timezone.now())
+    recurring_transactions = RecurringTransaction.objects.filter(
+        Q(end_date__gte=today) | Q(end_date__isnull=True),
+        is_paused=False,
+    ).order_by("-start_date", "description", "id")
+
+    print(recurring_transactions)
+    return render(
+        request,
+        "recurring_transactions/fragments/table.html",
+        {"recurring_transactions": recurring_transactions, "status": "active"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def paused_recurring_transactions_list(request):
+    today = timezone.localdate(timezone.now())
+    recurring_transactions = RecurringTransaction.objects.filter(
+        Q(end_date__gte=today) | Q(end_date__isnull=True),
+        is_paused=True,
+    ).order_by("-start_date", "description", "id")
+
+    return render(
+        request,
+        "recurring_transactions/fragments/table.html",
+        {"recurring_transactions": recurring_transactions, "status": "paused"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def finished_recurring_transactions_list(request):
+    today = timezone.localdate(timezone.now())
+    recurring_transactions = RecurringTransaction.objects.filter(
+        Q(end_date__lte=today),
+    ).order_by("-start_date", "description", "id")
+
+    return render(
+        request,
+        "recurring_transactions/fragments/table.html",
+        {"recurring_transactions": recurring_transactions, "status": "finished"},
     )
 
 
@@ -110,33 +160,16 @@ def recurring_transaction_edit(request, recurring_transaction_id):
     )
 
 
-# @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
 @require_http_methods(["GET"])
 def recurring_transaction_toggle_pause(request, recurring_transaction_id):
-    installment_plan = get_object_or_404(
+    recurring_transaction = 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"])
+    current_paused = recurring_transaction.is_paused
+    recurring_transaction.is_paused = not current_paused
+    recurring_transaction.save(update_fields=["is_paused"])
 
     if current_paused:
         messages.success(request, _("Recurring transaction unpaused successfully"))
@@ -152,6 +185,29 @@ def recurring_transaction_toggle_pause(request, recurring_transaction_id):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def recurring_transaction_finish(request, recurring_transaction_id):
+    recurring_transaction = get_object_or_404(
+        RecurringTransaction, id=recurring_transaction_id
+    )
+    today = timezone.localdate(timezone.now()) - relativedelta(days=1)
+
+    recurring_transaction.end_date = today
+    recurring_transaction.is_paused = True
+    recurring_transaction.save(update_fields=["end_date", "is_paused"])
+
+    messages.success(request, _("Recurring transaction finished successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas, toasts",
+        },
+    )
+
+
 @only_htmx
 @login_required
 @csrf_exempt

app/templates/recurring_transactions/fragments/list.html

@@ -14,82 +14,22 @@
     {% endspaceless %}
   </div>
 
-  <div class="border p-3 rounded-3 table-responsive">
-    {% if recurring_transactions %}
-    <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">
-          <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
-            <a class="btn btn-secondary btn-sm"
-                  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="btn btn-secondary btn-sm "
-                  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>
-            {% if recurring_transaction.paused %}
-            <a class="btn btn-secondary btn-sm text-info"
-                  role="button"
-                  data-bs-toggle="tooltip"
-                  data-bs-title="{% translate "Unpause" %}"
-                  hx-get="{% url 'recurring_transaction_toggle_pause' recurring_transaction_id=recurring_transaction.id %}"
-                  hx-target="#generic-offcanvas"
-                  hx-trigger='confirmed'
-                  data-bypass-on-ctrl="true"
-                  data-title="{% translate "Are you sure?" %}"
-                  data-text="{% translate "This will start creating new transactions until you pause it" %}"
-                  data-confirm-text="{% translate "Yes, unpause it!" %}"
-                  _="install prompt_swal"><i class="fa-solid fa-play fa-fw"></i></a>
-            {% else %}
-            <a class="btn btn-secondary btn-sm text-info"
-                  role="button"
-                  data-bs-toggle="tooltip"
-                  data-bs-title="{% translate "Pause" %}"
-                  hx-get="{% url 'recurring_transaction_toggle_pause' recurring_transaction_id=recurring_transaction.id %}"
-                  hx-target="#generic-offcanvas"
-                  hx-trigger='confirmed'
-                  data-bypass-on-ctrl="true"
-                  data-title="{% translate "Are you sure?" %}"
-                  data-text="{% translate "This will stop the creation of new transactions until you unpause it" %}"
-                  data-confirm-text="{% translate "Yes, pause it!" %}"
-                  _="install prompt_swal">
-              <i class="fa-solid fa-pause fa-fw"></i></a>
-            {% endif %}
-            <a class="btn btn-secondary btn-sm text-danger"
-                    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>
-    {% else %}
-    <c-msg.empty title="{% translate "No recurring transactions" %}" :remove-padding="True"></c-msg.empty>
-    {% endif %}
+  <div class="card">
+    <div class="card-header">
+      <ul class="nav nav-pills card-header-pills" id="myTab" role="tablist">
+        <li class="nav-item" role="presentation">
+          <button class="nav-link active" data-bs-toggle="tab" type="button" role="tab" aria-selected="true" hx-get="{% url 'active_recurring_transaction_list' %}" hx-trigger="load, click" hx-target="#recurring-transactions-table">{% translate 'Active' %}</button>
+        </li>
+        <li class="nav-item" role="presentation">
+          <button class="nav-link" hx-get="{% url 'paused_recurring_transaction_list' %}" hx-target="#recurring-transactions-table" data-bs-toggle="tab" type="button" role="tab" aria-selected="false">{% translate 'Paused' %}</button>
+        </li>
+        <li class="nav-item" role="presentation">
+          <button class="nav-link" hx-get="{% url 'finished_recurring_transaction_list' %}" hx-target="#recurring-transactions-table" data-bs-toggle="tab" type="button" role="tab" aria-selected="false">{% translate 'Finished' %}</button>
+        </li>
+      </ul>
+    </div>
+
+    <div id="recurring-transactions-table"></div>
+
   </div>
-  
 </div>

app/templates/recurring_transactions/fragments/table.html

@@ -0,0 +1,109 @@
+{% load currency_display %}
+{% load i18n %}
+{% if status == "active" %}
+<div class="card-body show-loading" hx-get="{% url 'active_recurring_transaction_list' %}" hx-trigger="updated from:window" hx-swap="outerHTML">
+{% elif status == 'paused' %}
+<div class="card-body show-loading" hx-get="{% url 'paused_recurring_transaction_list' %}" hx-trigger="updated from:window" hx-swap="outerHTML">
+{% elif status == 'finished' %}
+<div class="card-body show-loading" hx-get="{% url 'finished_recurring_transaction_list' %}" hx-trigger="updated from:window" hx-swap="outerHTML">
+{% endif %}
+  {% if recurring_transactions %}
+  <div class="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">
+          <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+            <a class="btn btn-secondary btn-sm"
+                  role="button"
+                  data-bs-toggle="tooltip"
+                  data-bs-title="{% translate "Edit" %}"
+                  hx-get="{% url 'recurring_transaction_edit' recurring_transaction_id=recurring_transaction.id %}"
+                  hx-swap="innerHTML"
+                  hx-target="#generic-offcanvas">
+              <i class="fa-solid fa-pencil fa-fw"></i></a>
+            <a class="btn btn-secondary btn-sm "
+                  role="button"
+                  data-bs-toggle="tooltip"
+                  data-bs-title="{% translate "Transactions" %}"
+                  hx-get="{% url 'recurring_transaction_transactions' recurring_transaction_id=recurring_transaction.id %}"
+                  hx-swap="innerHTML"
+                  hx-target="#persistent-generic-offcanvas-left">
+              <i class="fa-solid fa-eye fa-fw"></i></a>
+            {% if status != 'finished' %}
+            {% if recurring_transaction.is_paused %}
+            <a class="btn btn-secondary btn-sm text-info"
+                  role="button"
+                  data-bs-toggle="tooltip"
+                  data-bs-title="{% translate "Unpause" %}"
+                  hx-get="{% url 'recurring_transaction_toggle_pause' recurring_transaction_id=recurring_transaction.id %}"
+                  hx-target="#generic-offcanvas"
+                  hx-swap="innerHTML"
+                  hx-trigger='confirmed'
+                  data-bypass-on-ctrl="true"
+                  data-title="{% translate "Are you sure?" %}"
+                  data-text="{% translate "This will start creating new transactions until you pause it" %}"
+                  data-confirm-text="{% translate "Yes, unpause it!" %}"
+                  _="install prompt_swal"><i class="fa-solid fa-play fa-fw"></i></a>
+            {% else %}
+            <a class="btn btn-secondary btn-sm text-info"
+                  role="button"
+                  data-bs-toggle="tooltip"
+                  data-bs-title="{% translate "Pause" %}"
+                  hx-get="{% url 'recurring_transaction_toggle_pause' recurring_transaction_id=recurring_transaction.id %}"
+                  hx-target="#generic-offcanvas"
+                  hx-trigger='confirmed'
+                  hx-swap="innerHTML"
+                  data-bypass-on-ctrl="true"
+                  data-title="{% translate "Are you sure?" %}"
+                  data-text="{% translate "This will stop the creation of new transactions until you unpause it" %}"
+                  data-confirm-text="{% translate "Yes, pause it!" %}"
+                  _="install prompt_swal">
+              <i class="fa-solid fa-pause fa-fw"></i></a>
+            {% endif %}
+            <a class="btn btn-secondary btn-sm text-info"
+                  role="button"
+                  data-bs-toggle="tooltip"
+                  data-bs-title="{% translate "Finish" %}"
+                  hx-get="{% url 'recurring_transaction_finish' recurring_transaction_id=recurring_transaction.id %}"
+                  hx-target="#generic-offcanvas"
+                  hx-trigger='confirmed'
+                  hx-swap="innerHTML"
+                  data-bypass-on-ctrl="true"
+                  data-title="{% translate "Are you sure?" %}"
+                  data-text="{% translate "This will stop the creation of new transactions" %}"
+                  data-confirm-text="{% translate "Yes, finish it!" %}"
+                  _="install prompt_swal">
+              <i class="fa-solid fa-flag-checkered fa-fw"></i></a>
+            {% endif %}
+            <a class="btn btn-secondary btn-sm text-danger"
+                    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'
+                    hx-swap="innerHTML"
+                    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>
+          </div>
+        </td>
+        <td class="col">{{ recurring_transaction.description }}</td>
+      </tr>
+      {% endfor %}
+    </tbody>
+  </table>
+  </div>
+  {% else %}
+    <c-msg.empty title="{% translate "No recurring transactions" %}" :remove-padding="True"></c-msg.empty>
+  {% endif %}
+</div>

app/templates/recurring_transactions/pages/index.html

@@ -4,5 +4,5 @@
 {% block title %}{% translate 'Recurring Transactions' %}{% endblock %}
 
 {% block content %}
-<div hx-get="{% url 'recurring_transaction_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
+<div hx-get="{% url 'recurring_transaction_list' %}" hx-trigger="load" class="show-loading"></div>
 {% endblock %}