Phase G: Add Recurring Transactions (BackgroundService + CRUD UI)
- RecurringTemplate entity with Frequency/IntervalCount/NextFireDate/EndDate/MaxOccurrences/TemplateData JSON - RecurringFrequency + RecurringTemplateType enums - RecurringTransactionService BackgroundService: hourly check, creates Draft bills or immediate expenses, advances NextFireDate, auto-deactivates on limits - RecurringTemplatesController: Index/Create/Edit/ToggleActive/Delete/GenerateNow (on-demand fire) - Three views + external JS for type-toggle and dynamic bill line items - Finance sidebar nav: Recurring Transactions - Migration: AddRecurringTemplates Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@model List<PowderCoating.Core.Entities.RecurringTemplate>
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@using PowderCoating.Core.Enums
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@{
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ViewData["Title"] = "Recurring Transactions";
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}
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<div class="d-flex align-items-center justify-content-between mb-4">
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<div>
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<h4 class="fw-bold mb-0"><i class="bi bi-arrow-repeat me-2 text-primary"></i>Recurring Transactions</h4>
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<p class="text-muted small mb-0">Templates that auto-generate bills or expenses on a schedule.</p>
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</div>
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<a asp-action="Create" class="btn btn-primary"><i class="bi bi-plus-lg me-1"></i>New Template</a>
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</div>
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@if (TempData["Success"] != null)
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{
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<div class="alert alert-success alert-permanent alert-dismissible fade show">
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<i class="bi bi-check-circle-fill me-2"></i>@TempData["Success"]
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<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
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</div>
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}
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@if (TempData["Error"] != null)
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{
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<div class="alert alert-danger alert-permanent alert-dismissible fade show">
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<i class="bi bi-exclamation-triangle-fill me-2"></i>@TempData["Error"]
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<button type="button" class="btn-close" data-bs-dismiss="alert"></button>
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</div>
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}
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@if (!Model.Any())
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{
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<div class="text-center py-5">
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<i class="bi bi-arrow-repeat display-4 text-muted"></i>
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<h5 class="mt-3 text-muted">No recurring templates yet</h5>
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<p class="text-muted">Create a template to automatically generate bills or expenses on a schedule.</p>
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<a asp-action="Create" class="btn btn-primary mt-2"><i class="bi bi-plus-lg me-1"></i>Create Template</a>
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</div>
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}
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else
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{
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<div class="table-responsive">
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<table class="table table-hover align-middle">
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<thead class="table-light">
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<tr>
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<th>Name</th>
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<th>Type</th>
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<th>Frequency</th>
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<th>Next Fire</th>
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<th>Occurrences</th>
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<th>Status</th>
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<th>Last Error</th>
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<th class="text-end">Actions</th>
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</tr>
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</thead>
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<tbody>
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@foreach (var t in Model)
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{
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<tr class="@(t.IsActive ? "" : "table-secondary text-muted")">
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<td class="fw-semibold">@t.Name</td>
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<td>
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@if (t.TemplateType == RecurringTemplateType.Bill)
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{
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<span class="badge bg-primary-subtle text-primary"><i class="bi bi-receipt me-1"></i>Bill</span>
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}
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else
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{
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<span class="badge bg-warning-subtle text-warning"><i class="bi bi-credit-card me-1"></i>Expense</span>
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}
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</td>
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<td>
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@{
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var freqLabel = t.IntervalCount == 1
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? t.Frequency.ToString()
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: $"Every {t.IntervalCount} × {t.Frequency}";
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}
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<span class="text-body-secondary small">@freqLabel</span>
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</td>
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<td>
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@if (t.IsActive)
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{
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var isOverdue = t.NextFireDate.Date < DateTime.Today;
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<span class="@(isOverdue ? "text-danger fw-semibold" : "")">
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@t.NextFireDate.ToString("MM/dd/yyyy")
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@if (isOverdue) { <i class="bi bi-exclamation-circle ms-1"></i> }
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</span>
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}
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else
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{
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<span class="text-muted">—</span>
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}
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</td>
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<td>
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<span class="badge bg-secondary-subtle text-secondary">@t.OccurrenceCount</span>
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@if (t.MaxOccurrences.HasValue)
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{
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<span class="text-muted small"> / @t.MaxOccurrences</span>
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}
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</td>
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<td>
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@if (t.IsActive)
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{
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<span class="badge bg-success"><i class="bi bi-play-fill me-1"></i>Active</span>
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}
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else
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{
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<span class="badge bg-secondary"><i class="bi bi-pause-fill me-1"></i>Paused</span>
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}
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</td>
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<td>
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@if (!string.IsNullOrWhiteSpace(t.LastError))
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{
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<span class="text-danger small" title="@t.LastError" data-bs-toggle="tooltip">
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<i class="bi bi-exclamation-triangle-fill me-1"></i>Error
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</span>
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}
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</td>
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<td class="text-end">
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<div class="d-flex gap-1 justify-content-end">
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<a asp-action="Edit" asp-route-id="@t.Id" class="btn btn-sm btn-outline-secondary" title="Edit">
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<i class="bi bi-pencil"></i>
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</a>
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<form asp-action="ToggleActive" asp-route-id="@t.Id" method="post">
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@Html.AntiForgeryToken()
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<button type="submit" class="btn btn-sm @(t.IsActive ? "btn-outline-warning" : "btn-outline-success")"
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title="@(t.IsActive ? "Pause" : "Resume")">
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<i class="bi @(t.IsActive ? "bi-pause" : "bi-play")"></i>
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</button>
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</form>
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@if (t.IsActive)
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{
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<form asp-action="GenerateNow" asp-route-id="@t.Id" method="post"
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onsubmit="return confirm('Generate one occurrence of this template now?')">
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@Html.AntiForgeryToken()
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<button type="submit" class="btn btn-sm btn-outline-primary" title="Generate Now">
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<i class="bi bi-lightning-charge"></i>
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</button>
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</form>
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}
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<form asp-action="Delete" asp-route-id="@t.Id" method="post"
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onsubmit="return confirm('Delete this recurring template? Generated documents will not be affected.')">
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@Html.AntiForgeryToken()
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<button type="submit" class="btn btn-sm btn-outline-danger" title="Delete">
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<i class="bi bi-trash"></i>
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</button>
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</form>
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</div>
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</td>
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</tr>
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}
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</tbody>
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</table>
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</div>
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<p class="text-muted small mt-2">
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<i class="bi bi-info-circle me-1"></i>
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The background service checks hourly and auto-generates due templates.
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Bills are created as Draft; Expenses are recorded immediately.
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<i class="bi bi-lightning-charge ms-2 text-primary"></i> Generate Now fires one occurrence immediately.
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</p>
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}
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