I am currently working on my project management app.
For example, let’s say that my project lasts 3 months, from 11/11/24 to 01/01/25. I would like to create a data line for each month because I need to have a view about the monthly payments, which means I need:
Data line for November (11th to 30th November)
Data line for December (1st to 31st December)
Data line for January (1st January only since it is the ending date)
Could anyone please explain me how I could make this work?
Create a backend workflow that would create the data scheduled every month for 3 months (you could also change the cadence dynamically)
Let’s say you have these data types:
Project
Project Payment.
Monthly project report
Flow could look something like this:
Create a project
Schedule backend workflow (recursive)
To easily get the last day of the month for the date, you could round down the current date to month + 1 month and deduct by 1 day
In this backend workflow, you would search for any payments (assumably made to the project) and other relevant data and tie them to the monthly project report
This recursive backend workflow would then be scheduled on the next month’s last day till the end of the project date
There are some nuances that you need to be aware of but this generally could be a great flow for your use case
EDIT:
Other way to go about this is instead of searching for payments and adding it to the monthly project report, you could also just search for payments in the frontend with a filter for date so you could search for any specific month and view payments created within said month