Scheduled Transactions

[matthewpritchett]

Multiple components are needed for Scheduled Transactions

RecurrenceEngine

The actual logic for being able to get dates based on inputs

• GetOccurences
  • Returns only number of count or less when supplied
• GetDatesFromRange
  • Returns only dates after start date
  • Returns only dates before end date when supplied
  • Returns dates to DateTime.Max if no end date supplied
• Daily
  • Returns correct days between dates for interval
• Weekly
  • Returns correct days between dates for interval of week
  • Returns only dates on day of week if supplied
  • Returns only dates on multiple days of week if supplied
• Monthly
  • Returns only dates based on interval passed in
  • Returns only dates in DaysOfMonth if supplied
  • Returns only dates in WeeksOfMonth if supplied
  • Returns only dates in DaysOfWeek if supplied
  • Returns only dates for DaysOfMonth.Last
  • Returns only dates for WeeksOfMonth.Last
• Yearly
  • Returns only dates in interval if passed in
  • Returns only dates in MonthsOfYear if supplied

Models

• ScheduledTransaction object inherits from Transaction
  • Schedule
    • Start DateTime?
    • Frequency
    • Interval
    • DaysOfWeek
      • Sunday
      • Monday
      • Tuesday
      • Wednesday
      • Thursday
      • Friday
      • Saturday
      • All
    • DaysOfMonth
      • None
      • 1-31
      • Last
    • WeeksOfMonth
      • None
      • First
      • Second
      • Third
      • Fourth
      • Fifth
      • Sixth
      • Last
    • MonthsOfYear
      • None
      • January
      • February
      • March
      • April
      • May
      • June
      • July
      • August
      • September
      • October
      • November
      • December
      • All
    • Until DateTime?
    • Count int?

IScheduleTransactionDataAccess (ScheduleTransactionDataAccess)

• CreateScheduledTransaction
• UpdateScheduledTransaction
• GetScheduledTransactions

TransactionLogic Changes

• SaveTransaction
  • Updated to handle saving scheduled transactions
  • Flag added to not update scheduled transaction aka future transactions
• DeleteTransaction
  - [ ] Updated to handle schedules
  - [ ] Flag added to not delete the schedule aka future transactions
• GetScheduledTransactions(DateTime startDate, DateTime? endDate)

Custom controls

• ScheduledTransactionControl
  • Takes in the schedule object
• WeeksOfMonth control
• DaysOfWeek control
• DaysOfMonth control
• MonthsOfYear control
• Interval control?

Transaction Edit Page

• New Repeat dropdown next to service date
• Dropdown would have the quick repeat options of: Never, Daily, Weekly, Every other week, Every 4 weeks, Monthly, Every other month, Quarterly, Twice a year, Yearly, Every other year, Custom
• Custom would show the custom schedule block on the existing transaction edit page right below the date stuff.
  • Could also change the name of service date to start date
• Some way to describe or show how the custom schedule works

Populate new transactions that are scheduled at startup and resume

• Start date will be from the last created transaction OR store it on the actual scheduledtransaction table