finnow-api/source/profile/data.d

@@ -54,6 +54,7 @@ interface ProfileDataSource {
     TransactionTagRepository getTransactionTagRepository();
     TransactionRepository getTransactionRepository();
     TransactionDraftRepository getTransactionDraftRepository();
+    RecurringTransactionRepository getRecurringTransactionRepository();
 
     AnalyticsRepository getAnalyticsRepository();
 
@@ -97,6 +98,9 @@ version(unittest) {
         TransactionDraftRepository getTransactionDraftRepository() {
             throw new Exception("Not implemented");
         }
+        RecurringTransactionRepository getRecurringTransactionRepository() {
+            throw new Exception("Not implemented");
+        }
         AnalyticsRepository getAnalyticsRepository() {
             throw new Exception("Not implemented");
         }

finnow-api/source/profile/data_impl_sqlite.d

@@ -216,6 +216,7 @@ class SqliteProfileDataSource : ProfileDataSource {
     TransactionTagRepository transactionTagRepo;
     TransactionRepository transactionRepo;
     TransactionDraftRepository transactionDraftRepo;
+    RecurringTransactionRepository recurringTransactionRepo;
     AnalyticsRepository analyticsRepo;
 
     this(string path) {
@@ -305,6 +306,13 @@ class SqliteProfileDataSource : ProfileDataSource {
         return transactionDraftRepo;
     }
 
+    RecurringTransactionRepository getRecurringTransactionRepository() {
+        if (recurringTransactionRepo is null) {
+            recurringTransactionRepo = new SqliteRecurringTransactionRepository(db);
+        }
+        return recurringTransactionRepo;
+    }
+
     AnalyticsRepository getAnalyticsRepository() {
         if (analyticsRepo is null) {
             analyticsRepo = new SqliteAnalyticsRepository(db);

finnow-api/source/transaction/api.d

@@ -216,7 +216,7 @@ private ulong getCategoryId(in ServerHttpRequest request) {
     return getPathParamOrThrow!ulong(request, "categoryId");
 }
 
-// Drafts & Templates
+// Drafts & Templates & Recurring Transactions
 
 immutable DEFAULT_DRAFT_PAGE = PageRequest(1, 10, [Sort("draft.id", SortDir.DESC)]);
 
@@ -264,6 +264,46 @@ void handleDeleteDraft(ref ServerHttpRequest request, ref ServerHttpResponse res
     deleteDraft(ds, draftId);
 }
 
+@GetMapping(PROFILE_PATH ~ "/transaction-drafts/:draftId:ulong/recurring-transactions")
+void handleGetDraftRecurringTransactions(
+    ref ServerHttpRequest request,
+    ref ServerHttpResponse response
+) {
+    ProfileDataSource ds = getProfileDataSource(request);
+    ulong draftId = getDraftId(request);
+    RecurringTransactionResponse[] results = getRecurringTransactionsForDraft(ds, draftId);
+    writeJsonBody(response, results);
+}
+
 private ulong getDraftId(in ServerHttpRequest request) {
     return getPathParamOrThrow!ulong(request, "draftId");
 }
+
+immutable DEFAULT_RECURRING_TRANSACTIONS_PAGE = PageRequest(1, 10, [Sort("id", SortDir.DESC)]);
+
+@GetMapping(PROFILE_PATH ~ "/recurring-transactions")
+void handleGetRecurringTransactions(ref ServerHttpRequest request, ref ServerHttpResponse response) {
+    ProfileDataSource ds = getProfileDataSource(request);
+    PageRequest pr = PageRequest.parse(request, DEFAULT_RECURRING_TRANSACTIONS_PAGE);
+    Page!RecurringTransactionResponse page = getRecurringTransactions(ds, pr);
+    writeJsonBody(response, page);
+}
+
+@PostMapping(PROFILE_PATH ~ "/recurring-transactions")
+void handlePostRecurringTransaction(ref ServerHttpRequest request, ref ServerHttpResponse response) {
+    RecurringTransactionPayload payload = readJsonBodyAs!RecurringTransactionPayload(request);
+    ProfileDataSource ds = getProfileDataSource(request);
+    RecurringTransactionResponse result = createRecurringTransaction(ds, payload);
+    writeJsonBody(response, result);
+}
+
+@DeleteMapping(PROFILE_PATH ~ "/recurring-transactions/:recurringTransactionId:ulong")
+void handleDeleteRecurringTransaction(ref ServerHttpRequest request, ref ServerHttpResponse response) {
+    ProfileDataSource ds = getProfileDataSource(request);
+    ulong id = getRecurringTransactionId(request);
+    deleteRecurringTransaction(ds, id);
+}
+
+private ulong getRecurringTransactionId(in ServerHttpRequest request) {
+    return getPathParamOrThrow!ulong(request, "recurringTransactionId");
+}

finnow-api/source/transaction/data.d

@@ -67,3 +67,11 @@ interface TransactionDraftRepository {
     void updateTags(ulong draftId, in string[] tags);
     string[] findAllTags();
 }
+
+interface RecurringTransactionRepository {
+    Page!RecurringTransactionResponse findAll(in PageRequest pr);
+    RecurringTransactionResponse[] findAllByDraftId(ulong draftId);
+    Optional!RecurringTransactionResponse findById(ulong id);
+    RecurringTransactionResponse insert(in RecurringTransactionPayload data);
+    void deleteById(ulong id);
+}

finnow-api/source/transaction/data_impl_sqlite.d

@@ -913,3 +913,55 @@ class SqliteTransactionDraftRepository : TransactionDraftRepository {
         }
     }
 }
+
+class SqliteRecurringTransactionRepository : RecurringTransactionRepository {
+    private Database db;
+    this(Database db) {
+        this.db = db;
+    }
+
+    Page!RecurringTransactionResponse findAll(in PageRequest pr) {
+        string query = "SELECT * FROM recurring_transaction " ~ pr.toSql();
+        RecurringTransactionResponse[] results = util.sqlite.findAll(db, query, &parseRecurringTransaction);
+        ulong totalCount = util.sqlite.count(db, "SELECT COUNT(DISTINCT id) FROM recurring_transaction");
+        return Page!(RecurringTransactionResponse).of(results, pr, totalCount);
+    }
+
+    RecurringTransactionResponse[] findAllByDraftId(ulong draftId) {
+        string query = "SELECT * FROM recurring_transaction WHERE draft_id = ? ORDER BY id";
+        return util.sqlite.findAll(db, query, &parseRecurringTransaction, draftId);
+    }
+
+    Optional!RecurringTransactionResponse findById(ulong id) {
+        return util.sqlite.findOne(
+            db,
+            "SELECT * FROM recurring_transaction WHERE id = ?",
+            &parseRecurringTransaction,
+            id
+        );
+    }
+
+    RecurringTransactionResponse insert(in RecurringTransactionPayload data) {
+        util.sqlite.update(
+            db,
+            "INSERT INTO recurring_transaction " ~
+            "(draft_id, schedule_expr) " ~
+            "VALUES (?, ?)",
+            data.draftId,
+            data.scheduleExpr
+        );
+        return findById(db.lastInsertRowid()).orElseThrow();
+    }
+
+    void deleteById(ulong id) {
+        util.sqlite.deleteById(db, "recurring_transaction", id);
+    }
+
+    private static RecurringTransactionResponse parseRecurringTransaction(Row row) {
+        return RecurringTransactionResponse(
+            row.peek!ulong(0),
+            row.peek!ulong(1),
+            row.peek!string(2)
+        );
+    }
+}

finnow-api/source/transaction/dto.d

@@ -205,3 +205,16 @@ struct TransactionDraftPayload {
         Optional!ulong categoryId;
     }
 }
+
+// Recurring Transaction stuff:
+
+struct RecurringTransactionPayload {
+    ulong draftId;
+    string scheduleExpr;
+}
+
+struct RecurringTransactionResponse {
+    ulong id;
+    ulong draftId;
+    string scheduleExpr;
+}

finnow-api/source/transaction/service.d

@@ -530,3 +530,24 @@ private void updateDraftAttachments(
         attachmentRepo.remove(idToRemove);
     }
 }
+
+// Recurring Transactions:
+
+Page!RecurringTransactionResponse getRecurringTransactions(ProfileDataSource ds, PageRequest pr) {
+    return ds.getRecurringTransactionRepository().findAll(pr);
+}
+
+RecurringTransactionResponse createRecurringTransaction(ProfileDataSource ds, in RecurringTransactionPayload payload) {
+    return ds.getRecurringTransactionRepository()
+        .insert(payload);
+}
+
+void deleteRecurringTransaction(ProfileDataSource ds, ulong id) {
+    ds.getRecurringTransactionRepository()
+        .deleteById(id);
+}
+
+RecurringTransactionResponse[] getRecurringTransactionsForDraft(ProfileDataSource ds, ulong draftId) {
+    return ds.getRecurringTransactionRepository()
+        .findAllByDraftId(draftId);
+}

finnow-api/sql/schema.sql

@@ -225,6 +225,8 @@ CREATE TABLE history_item_linked_journal_entry (
 );
 
 -- Drafts / Templates / Recurring Transactions
+-- Generally, draft tables are copies of their normal transaction counterparts,
+-- with looser nullability constraints in some cases.
 
 CREATE TABLE transaction_draft (
     id INTEGER PRIMARY KEY,

web-app/package.json

@@ -25,6 +25,7 @@
     "@idle-observer/vue3": "^0.2.0",
     "chart.js": "^4.5.1",
     "chartjs-adapter-date-fns": "^3.0.0",
+    "cron-parser": "^5.6.1",
     "date-fns": "^4.1.0",
     "date-fns-tz": "^3.2.0",
     "pinia": "^3.0.4",

web-app/src/api/transaction.ts

@@ -199,6 +199,17 @@ export interface TransactionDraftPayload {
   attachmentIdsToRemove: number[]
 }
 
+export interface RecurringTransactionPayload {
+  draftId: number
+  scheduleExpr: string
+}
+
+export interface RecurringTransactionResponse {
+  id: number
+  draftId: number
+  scheduleExpr: string
+}
+
 export class TransactionApiClient extends ApiClient {
   readonly path: string
 
@@ -385,4 +396,24 @@ export class TransactionApiClient extends ApiClient {
   deleteDraft(id: number): Promise<void> {
     return super.delete(this.path + '/transaction-drafts/' + id)
   }
+
+  getRecurringTransactionsForDraft(draftId: number): Promise<RecurringTransactionResponse[]> {
+    return super.getJson(`${this.path}/transaction-drafts/${draftId}/recurring-transactions`)
+  }
+
+  getRecurringTransactions(
+    paginationOptions: PageRequest | undefined = undefined,
+  ): Promise<Page<RecurringTransactionResponse>> {
+    return super.getJsonPage(this.path + '/recurring-transactions', paginationOptions)
+  }
+
+  createRecurringTransaction(
+    data: RecurringTransactionPayload,
+  ): Promise<RecurringTransactionResponse> {
+    return super.postJson(this.path + '/recurring-transactions', data)
+  }
+
+  deleteRecurringTransaction(id: number): Promise<void> {
+    return super.delete(`${this.path}/recurring-transactions/${id}`)
+  }
 }

web-app/src/components/AddRecurringTransactionModal.vue

@@ -0,0 +1,91 @@
+<script setup lang="ts">
+import {
+  TransactionApiClient,
+  type RecurringTransactionPayload,
+  type RecurringTransactionResponse,
+} from '@/api/transaction'
+import ModalWrapper from './common/ModalWrapper.vue'
+import { ref, useTemplateRef, type Ref } from 'vue'
+import { useRoute } from 'vue-router'
+import AppForm from './common/form/AppForm.vue'
+import FormGroup from './common/form/FormGroup.vue'
+import FormControl from './common/form/FormControl.vue'
+import AppButton from './common/AppButton.vue'
+import { getSelectedProfile } from '@/api/profile.ts'
+
+const route = useRoute()
+const props = defineProps<{ draftId: number }>()
+const modal = useTemplateRef('modal')
+const savedTxn: Ref<RecurringTransactionResponse | undefined> = ref()
+
+// Form Data:
+const dayOfMonth: Ref<number> = ref(1)
+
+async function show(): Promise<RecurringTransactionResponse | undefined> {
+  if (!modal.value) return undefined
+  savedTxn.value = undefined
+  const result = await modal.value.show()
+  if (result === 'saved') {
+    return savedTxn.value
+  }
+  return undefined
+}
+
+async function addRecurringTransaction() {
+  const payload: RecurringTransactionPayload = {
+    draftId: props.draftId,
+    scheduleExpr: `0 0 0 ${dayOfMonth.value} * *`,
+  }
+  const api = new TransactionApiClient(getSelectedProfile(route))
+  try {
+    savedTxn.value = await api.createRecurringTransaction(payload)
+    modal.value?.close('saved')
+  } catch (err) {
+    console.error(err)
+    savedTxn.value = undefined
+  }
+}
+
+defineExpose({ show })
+</script>
+<template>
+  <ModalWrapper ref="modal">
+    <template v-slot:default>
+      <h2>Add Recurring Transaction</h2>
+      <p>
+        Use this template to add a <em>recurring transaction</em>. According to the interval you
+        specify below, Finnow will create a new draft using this template each time, which you can
+        then review and submit.
+      </p>
+      <p>
+        Each time a new draft is created from this template for recurring transactions, the new
+        draft's timestamp will be set to the current date and time.
+      </p>
+      <AppForm>
+        <h3>Monthly Schedule</h3>
+        <FormGroup>
+          <FormControl
+            label="Day of Month"
+            hint="Specify on which day of the month this transaction occurs."
+          >
+            <input
+              type="number"
+              step="1"
+              min="1"
+              max="31"
+              v-model="dayOfMonth"
+            />
+          </FormControl>
+        </FormGroup>
+      </AppForm>
+    </template>
+    <template v-slot:buttons>
+      <AppButton @click="addRecurringTransaction()">Add</AppButton>
+      <AppButton
+        button-style="secondary"
+        @click="modal?.close()"
+        >Cancel</AppButton
+      >
+    </template>
+  </ModalWrapper>
+</template>

web-app/src/pages/TransactionDraftPage.vue

@@ -2,25 +2,34 @@
 import { ApiError } from '@/api/base'
 import { formatMoney } from '@/api/data'
 import { getSelectedProfile } from '@/api/profile'
-import { TransactionApiClient, type TransactionDraftResponse } from '@/api/transaction'
+import {
+  TransactionApiClient,
+  type RecurringTransactionResponse,
+  type TransactionDraftResponse,
+} from '@/api/transaction'
 import AppButton from '@/components/common/AppButton.vue'
 import AppPage from '@/components/common/AppPage.vue'
 import CategoryLabel from '@/components/CategoryLabel.vue'
 import PropertiesTable from '@/components/PropertiesTable.vue'
 import TagLabel from '@/components/TagLabel.vue'
 import { showAlert, showConfirm } from '@/util/alert'
-import { computed, onMounted, ref, type Ref } from 'vue'
+import { computed, onMounted, ref, useTemplateRef, type Ref } from 'vue'
 import AttachmentRow from '@/components/common/AttachmentRow.vue'
 import LineItemCard from '@/components/LineItemCard.vue'
 import AppBadge from '@/components/common/AppBadge.vue'
 import ButtonBar from '@/components/common/ButtonBar.vue'
 import { useRoute, useRouter } from 'vue-router'
+import AddRecurringTransactionModal from '@/components/AddRecurringTransactionModal.vue'
+import { CronExpressionParser } from 'cron-parser'
 
 const route = useRoute()
 const router = useRouter()
 const transactionApi = new TransactionApiClient(getSelectedProfile(route))
+const addRecurringTransactionModal = useTemplateRef('addRecurringTransactionModal')
 
 const draft: Ref<TransactionDraftResponse | undefined> = ref()
+const recurringTransactions: Ref<RecurringTransactionResponse[]> = ref([])
+
 const pageTitle = computed(() => {
   if (draft.value === undefined) return 'Transaction Draft'
   if (draft.value.templateName !== null && draft.value.templateName.length > 0) {
@@ -31,8 +40,10 @@ const pageTitle = computed(() => {
 
 onMounted(async () => {
   const draftId = parseInt(route.params.id as string)
+  recurringTransactions.value = []
   try {
     draft.value = await transactionApi.getDraft(draftId)
+    recurringTransactions.value = await transactionApi.getRecurringTransactionsForDraft(draftId)
   } catch (err) {
     console.error(err)
     await router.replace('/')
@@ -61,6 +72,37 @@ async function onVendorClicked() {
     await router.push(`/profiles/${getSelectedProfile(route)}/vendors/${draft.value.vendor.id}`)
   }
 }
+
+async function addRecurringTransaction() {
+  const result = await addRecurringTransactionModal.value?.show()
+  if (result !== undefined && draft.value) {
+    recurringTransactions.value = await transactionApi.getRecurringTransactionsForDraft(
+      draft.value.id,
+    )
+  }
+}
+
+async function deleteRecurringTransaction(rt: RecurringTransactionResponse) {
+  if (!draft.value) return
+  await transactionApi.deleteRecurringTransaction(rt.id)
+  recurringTransactions.value = await transactionApi.getRecurringTransactionsForDraft(
+    draft.value.id,
+  )
+}
+
+function formatRecurringTransactionScheduleExpr(rt: RecurringTransactionResponse) {
+  const interval = CronExpressionParser.parse(rt.scheduleExpr)
+  const dayOfMonth = interval.fields.dayOfMonth.serialize().values[0] as number
+  return `The ${dayOfMonth}${getNumberAdjectiveSuffix(dayOfMonth)} day of every month`
+}
+
+function getNumberAdjectiveSuffix(n: number) {
+  const digit = n % 10
+  if (digit === 1) return 'st'
+  if (digit === 2) return 'nd'
+  if (digit === 3) return 'rd'
+  return 'th'
+}
 </script>
 <template>
   <AppPage
@@ -184,5 +226,35 @@ async function onVendorClicked() {
         >Delete</AppButton
       >
     </ButtonBar>
+    <ButtonBar>
+      <AppButton
+        icon="repeat"
+        @click="addRecurringTransaction()"
+      >
+        Add Recurring Transaction
+      </AppButton>
+    </ButtonBar>
+
+    <div v-if="recurringTransactions.length > 0">
+      <h3>Recurring Transactions</h3>
+      <p>This template will be used to create new drafts using the following schedules:</p>
+      <ul>
+        <li
+          v-for="rt in recurringTransactions"
+          :key="rt.id"
+        >
+          {{ formatRecurringTransactionScheduleExpr(rt) }}
+          <AppButton
+            icon="trash"
+            @click="deleteRecurringTransaction(rt)"
+          />
+        </li>
+      </ul>
+    </div>
+
+    <AddRecurringTransactionModal
+      ref="addRecurringTransactionModal"
+      :draft-id="draft.id"
+    />
   </AppPage>
 </template>