starred/WYGIWYH
1
0
Fork 0
mirror of https://github.com/eitchtee/WYGIWYH.git synced 2026-04-25 01:58:54 +02:00
Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat: multi tenancy support

Browse Source
This commit is contained in:
Herculino Trotta
2025-03-08 12:03:17 -03:00
parent c7d70a1748
commit 020dd74f80
79 changed files with 2401 additions and 399 deletions
Download Patch File Download Diff File Expand all files Collapse all files

12
app/apps/accounts/admin.py
View File

@@ -1,6 +1,14 @@
from django.contrib import admin
from apps.accounts.models import Account
from apps.accounts.models import Account, AccountGroup
from apps.common.admin import SharedObjectModelAdmin
admin.site.register(Account)
@admin.register(Account)
class AccountModelAdmin(SharedObjectModelAdmin):
pass
@admin.register(AccountGroup)
class AccountGroupModelAdmin(SharedObjectModelAdmin):
pass

8
app/apps/accounts/forms.py
View File

@@ -77,6 +77,8 @@ class AccountForm(forms.ModelForm):
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields["group"].queryset = AccountGroup.objects.all()
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.form_method = "post"
@@ -151,5 +153,11 @@ class AccountBalanceForm(forms.Form):
decimal_places=self.currency_decimal_places
)
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
AccountBalanceFormSet = forms.formset_factory(AccountBalanceForm, extra=0)

31
app/apps/accounts/migrations/0009_account_owner_account_shared_with_accountgroup_owner.py Normal file
View File

@@ -0,0 +1,31 @@
# Generated by Django 5.1.6 on 2025-03-04 15:07
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('accounts', '0008_alter_account_name'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AddField(
model_name='account',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='owned_accounts', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
migrations.AddField(
model_name='account',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='shared_accounts', to=settings.AUTH_USER_MODEL, verbose_name='Shared With'),
),
migrations.AddField(
model_name='accountgroup',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='owned_account_groups', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
]

46
app/apps/accounts/migrations/0010_alter_account_managers_alter_accountgroup_managers_and_more.py Normal file
View File

@@ -0,0 +1,46 @@
# Generated by Django 5.1.6 on 2025-03-05 02:42
import django.db.models.manager
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('accounts', '0009_account_owner_account_shared_with_accountgroup_owner'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterModelManagers(
name='account',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AlterModelManagers(
name='accountgroup',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AlterField(
model_name='account',
name='name',
field=models.CharField(max_length=255, verbose_name='Name'),
),
migrations.AlterField(
model_name='accountgroup',
name='name',
field=models.CharField(max_length=255, verbose_name='Name'),
),
migrations.AlterUniqueTogether(
name='account',
unique_together={('owner', 'name')},
),
migrations.AlterUniqueTogether(
name='accountgroup',
unique_together={('owner', 'name')},
),
]

26
app/apps/accounts/migrations/0011_alter_account_owner_alter_accountgroup_owner.py Normal file
View File

@@ -0,0 +1,26 @@
# Generated by Django 5.1.6 on 2025-03-05 04:19
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('accounts', '0010_alter_account_managers_alter_accountgroup_managers_and_more'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterField(
model_name='account',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_accounts', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
migrations.AlterField(
model_name='accountgroup',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_account_groups', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
]

56
app/apps/accounts/migrations/0012_alter_account_managers_alter_accountgroup_managers_and_more.py Normal file
View File

@@ -0,0 +1,56 @@
# Generated by Django 5.1.6 on 2025-03-05 23:46
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('accounts', '0011_alter_account_owner_alter_accountgroup_owner'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterModelManagers(
name='account',
managers=[
],
),
migrations.AlterModelManagers(
name='accountgroup',
managers=[
],
),
migrations.AddField(
model_name='account',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AddField(
model_name='accountgroup',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='accountgroup',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AlterField(
model_name='account',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
migrations.AlterField(
model_name='account',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AlterField(
model_name='accountgroup',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
]

23
app/apps/accounts/migrations/0013_alter_account_visibility_and_more.py Normal file
View File

@@ -0,0 +1,23 @@
# Generated by Django 5.1.6 on 2025-03-06 01:47
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('accounts', '0012_alter_account_managers_alter_accountgroup_managers_and_more'),
]
operations = [
migrations.AlterField(
model_name='account',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AlterField(
model_name='accountgroup',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
]

19
app/apps/accounts/models.py
View File

@@ -1,24 +1,31 @@
from django.conf import settings
from django.core.exceptions import ValidationError
from django.db import models
from django.db.models import Q
from django.utils.translation import gettext_lazy as _
from apps.transactions.models import Transaction
from apps.common.models import SharedObject, SharedObjectManager
class AccountGroup(models.Model):
name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
class AccountGroup(SharedObject):
name = models.CharField(max_length=255, verbose_name=_("Name"))
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("Account Group")
verbose_name_plural = _("Account Groups")
db_table = "account_groups"
unique_together = (("owner", "name"),)
def __str__(self):
return self.name
class Account(models.Model):
name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
class Account(SharedObject):
name = models.CharField(max_length=255, verbose_name=_("Name"))
group = models.ForeignKey(
AccountGroup,
on_delete=models.SET_NULL,
@@ -55,9 +62,13 @@ class Account(models.Model):
help_text=_("Archived accounts don't show up nor count towards your net worth"),
)
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("Account")
verbose_name_plural = _("Accounts")
unique_together = (("owner", "name"),)
def __str__(self):
return self.name

20
app/apps/accounts/urls.py
View File

@@ -16,11 +16,21 @@ urlpatterns = [
views.account_edit,
name="account_edit",
),
path(
"account/<int:pk>/share/",
views.account_share,
name="account_share_settings",
),
path(
"account/<int:pk>/delete/",
views.account_delete,
name="account_delete",
),
path(
"account/<int:pk>/take-ownership/",
views.account_take_ownership,
name="account_take_ownership",
),
path("account-groups/", views.account_groups_index, name="account_groups_index"),
path("account-groups/list/", views.account_groups_list, name="account_groups_list"),
path("account-groups/add/", views.account_group_add, name="account_group_add"),
@@ -34,4 +44,14 @@ urlpatterns = [
views.account_group_delete,
name="account_group_delete",
),
path(
"account-groups/<int:pk>/take-ownership/",
views.account_group_take_ownership,
name="account_group_take_ownership",
),
path(
"account-groups/<int:pk>/share/",
views.account_share,
name="account_group_share_settings",
),
]

83
app/apps/accounts/views/account_groups.py
View File

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
from apps.accounts.forms import AccountGroupForm
from apps.accounts.models import AccountGroup
from apps.common.decorators.htmx import only_htmx
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -63,6 +65,16 @@ def account_group_add(request, **kwargs):
def account_group_edit(request, pk):
account_group = get_object_or_404(AccountGroup, id=pk)
if account_group.owner and account_group.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = AccountGroupForm(request.POST, instance=account_group)
if form.is_valid():
@@ -91,9 +103,15 @@ def account_group_edit(request, pk):
def account_group_delete(request, pk):
account_group = get_object_or_404(AccountGroup, id=pk)
account_group.delete()
messages.success(request, _("Account Group deleted successfully"))
if (
account_group.owner != request.user
and request.user in account_group.shared_with.all()
):
account_group.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
account_group.delete()
messages.success(request, _("Account Group deleted successfully"))
return HttpResponse(
status=204,
@@ -101,3 +119,62 @@ def account_group_delete(request, pk):
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def account_group_take_ownership(request, pk):
account_group = get_object_or_404(AccountGroup, id=pk)
if not account_group.owner:
account_group.owner = request.user
account_group.visibility = SharedObject.Visibility.private
account_group.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def account_share(request, pk):
obj = get_object_or_404(AccountGroup, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"accounts/fragments/share.html",
{"form": form, "object": obj},
)

79
app/apps/accounts/views/accounts.py
View File

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
from apps.accounts.forms import AccountForm
from apps.accounts.models import Account
from apps.common.decorators.htmx import only_htmx
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -62,6 +64,15 @@ def account_add(request, **kwargs):
@require_http_methods(["GET", "POST"])
def account_edit(request, pk):
account = get_object_or_404(Account, id=pk)
if account.owner and account.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = AccountForm(request.POST, instance=account)
@@ -85,15 +96,77 @@ def account_edit(request, pk):
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def account_share(request, pk):
obj = get_object_or_404(Account, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"accounts/fragments/share.html",
{"form": form, "object": obj},
)
@only_htmx
@login_required
@require_http_methods(["DELETE"])
def account_delete(request, pk):
account = get_object_or_404(Account, id=pk)
account.delete()
messages.success(request, _("Account deleted successfully"))
if account.owner != request.user and request.user in account.shared_with.all():
account.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
account.delete()
messages.success(request, _("Account deleted successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def account_take_ownership(request, pk):
account = get_object_or_404(Account, id=pk)
if not account.owner:
account.owner = request.user
account.visibility = SharedObject.Visibility.private
account.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,

6
app/apps/accounts/views/balance.py
View File

@@ -38,9 +38,9 @@ def account_reconciliation(request):
"prefix": account.currency.prefix,
"current_balance": get_account_balance(account),
}
for account in Account.objects.filter(is_archived=False).select_related(
"currency", "group"
)
for account in Account.objects.filter(is_archived=False)
.select_related("currency", "group")
.order_by("group", "name")
]
if request.method == "POST":

0
app/apps/api/custom/__init__.py Normal file
View File

6
app/apps/api/custom/pagination.py Normal file
View File

@@ -0,0 +1,6 @@
from rest_framework.pagination import PageNumberPagination
class CustomPageNumberPagination(PageNumberPagination):
page_size = 100
page_size_query_param = "page_size"

29
app/apps/api/fields/transactions.py
View File

@@ -1,8 +1,6 @@
from drf_spectacular.types import OpenApiTypes
from drf_spectacular.utils import extend_schema_field
from rest_framework import serializers
from django.utils.translation import gettext_lazy as _
from apps.transactions.models import (
TransactionCategory,
TransactionTag,
@@ -29,7 +27,11 @@ class TransactionCategoryField(serializers.Field):
_("Category with this ID does not exist.")
)
elif isinstance(data, str):
category, created = TransactionCategory.objects.get_or_create(name=data)
try:
category = TransactionCategory.objects.get(name=data)
except TransactionCategory.DoesNotExist:
category = TransactionCategory(name=data)
category.save()
return category
raise serializers.ValidationError(
_("Invalid category data. Provide an ID or name.")
@@ -65,7 +67,11 @@ class TransactionTagField(serializers.Field):
_("Tag with this ID does not exist.")
)
elif isinstance(item, str):
tag, created = TransactionTag.objects.get_or_create(name=item)
try:
tag = TransactionTag.objects.get(name=item)
except TransactionTag.DoesNotExist:
tag = TransactionTag(name=item)
tag.save()
else:
raise serializers.ValidationError(
_("Invalid tag data. Provide an ID or name.")
@@ -74,6 +80,13 @@ class TransactionTagField(serializers.Field):
return tags
@extend_schema_field(
{
"type": "array",
"items": {"oneOf": [{"type": "string"}, {"type": "integer"}]},
"description": "TransactionEntity ID or name. If the name doesn't exist, a new one will be created",
}
)
class TransactionEntityField(serializers.Field):
def to_representation(self, value):
return [{"id": entity.id, "name": entity.name} for entity in value.all()]
@@ -84,12 +97,16 @@ class TransactionEntityField(serializers.Field):
if isinstance(item, int):
try:
entity = TransactionEntity.objects.get(pk=item)
except TransactionTag.DoesNotExist:
except TransactionEntity.DoesNotExist:
raise serializers.ValidationError(
_("Entity with this ID does not exist.")
)
elif isinstance(item, str):
entity, created = TransactionEntity.objects.get_or_create(name=item)
try:
entity = TransactionEntity.objects.get(name=item)
except TransactionEntity.DoesNotExist:
entity = TransactionEntity(name=item)
entity.save()
else:
raise serializers.ValidationError(
_("Invalid entity data. Provide an ID or name.")

22
app/apps/api/serializers/transactions.py
View File

@@ -1,3 +1,5 @@
from decimal import Decimal
from django.utils.translation import gettext_lazy as _
from drf_spectacular import openapi
from drf_spectacular.types import OpenApiTypes
@@ -48,9 +50,9 @@ class TransactionEntitySerializer(serializers.ModelSerializer):
class InstallmentPlanSerializer(serializers.ModelSerializer):
category = TransactionCategoryField(required=False)
tags = TransactionTagField(required=False)
entities = TransactionEntityField(required=False)
category: str | int = TransactionCategoryField(required=False)
tags: str | int = TransactionTagField(required=False)
entities: str | int = TransactionEntityField(required=False)
permission_classes = [IsAuthenticated]
@@ -88,9 +90,9 @@ class InstallmentPlanSerializer(serializers.ModelSerializer):
class RecurringTransactionSerializer(serializers.ModelSerializer):
category = TransactionCategoryField(required=False)
tags = TransactionTagField(required=False)
entities = TransactionEntityField(required=False)
category: str | int = TransactionCategoryField(required=False)
tags: str | int = TransactionTagField(required=False)
entities: str | int = TransactionEntityField(required=False)
class Meta:
model = RecurringTransaction
@@ -127,9 +129,9 @@ class RecurringTransactionSerializer(serializers.ModelSerializer):
class TransactionSerializer(serializers.ModelSerializer):
category = TransactionCategoryField(required=False)
tags = TransactionTagField(required=False)
entities = TransactionEntityField(required=False)
category: str | int = TransactionCategoryField(required=False)
tags: str | int = TransactionTagField(required=False)
entities: str | int = TransactionEntityField(required=False)
exchanged_amount = serializers.SerializerMethodField()
@@ -192,5 +194,5 @@ class TransactionSerializer(serializers.ModelSerializer):
return instance
@staticmethod
def get_exchanged_amount(obj):
def get_exchanged_amount(obj) -> Decimal:
return obj.exchanged_amount()

12
app/apps/api/views/accounts.py
View File

@@ -1,4 +1,6 @@
from rest_framework import viewsets
from apps.api.custom.pagination import CustomPageNumberPagination
from apps.accounts.models import AccountGroup, Account
from apps.api.serializers import AccountGroupSerializer, AccountSerializer
@@ -6,12 +8,18 @@ from apps.api.serializers import AccountGroupSerializer, AccountSerializer
class AccountGroupViewSet(viewsets.ModelViewSet):
queryset = AccountGroup.objects.all()
serializer_class = AccountGroupSerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
return AccountGroup.objects.all().order_by("id")
class AccountViewSet(viewsets.ModelViewSet):
queryset = Account.objects.all()
serializer_class = AccountSerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
queryset = super().get_queryset()
return queryset.select_related("group", "currency", "exchange_currency")
return Account.objects.all().select_related(
"group", "currency", "exchange_currency"
)

33
app/apps/api/views/transactions.py
View File

@@ -1,5 +1,6 @@
from rest_framework import viewsets
from apps.api.custom.pagination import CustomPageNumberPagination
from apps.api.serializers import (
TransactionSerializer,
TransactionCategorySerializer,
@@ -22,6 +23,7 @@ from apps.rules.signals import transaction_updated, transaction_created
class TransactionViewSet(viewsets.ModelViewSet):
queryset = Transaction.objects.all()
serializer_class = TransactionSerializer
pagination_class = CustomPageNumberPagination
def perform_create(self, serializer):
instance = serializer.save()
@@ -35,27 +37,50 @@ class TransactionViewSet(viewsets.ModelViewSet):
kwargs["partial"] = True
return self.update(request, *args, **kwargs)
def get_queryset(self):
return Transaction.objects.all().order_by("id")
class TransactionCategoryViewSet(viewsets.ModelViewSet):
queryset = TransactionCategory.objects.all()
serializer_class = TransactionCategorySerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
return TransactionCategory.objects.all().order_by("id")
class TransactionTagViewSet(viewsets.ModelViewSet):
queryset = TransactionTag.objects.all()
queryset = TransactionTag.objects.all().order_by("id")
serializer_class = TransactionTagSerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
return TransactionTag.objects.all().order_by("id")
class TransactionEntityViewSet(viewsets.ModelViewSet):
queryset = TransactionEntity.objects.all()
queryset = TransactionEntity.objects.all().order_by("id")
serializer_class = TransactionEntitySerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
return TransactionEntity.objects.all().order_by("id")
class InstallmentPlanViewSet(viewsets.ModelViewSet):
queryset = InstallmentPlan.objects.all()
queryset = InstallmentPlan.objects.all().order_by("id")
serializer_class = InstallmentPlanSerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
return InstallmentPlan.objects.all().order_by("id")
class RecurringTransactionViewSet(viewsets.ModelViewSet):
queryset = RecurringTransaction.objects.all()
queryset = RecurringTransaction.objects.all().order_by("id")
serializer_class = RecurringTransactionSerializer
pagination_class = CustomPageNumberPagination
def get_queryset(self):
return RecurringTransaction.objects.all().order_by("id")

7
app/apps/common/admin.py Normal file
View File

@@ -0,0 +1,7 @@
from django.contrib import admin
class SharedObjectModelAdmin(admin.ModelAdmin):
def get_queryset(self, request):
# Use the all_objects manager to show all transactions, including deleted ones
return self.model.all_objects.all()

59
app/apps/common/fields/forms/dynamic_select.py
View File

@@ -4,6 +4,7 @@ from django.db import transaction
from django.utils.translation import gettext_lazy as _
from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
from apps.common.middleware.thread_local import get_current_user
class DynamicModelChoiceField(forms.ModelChoiceField):
@@ -55,19 +56,24 @@ class DynamicModelChoiceField(forms.ModelChoiceField):
if self.create_field:
try:
with transaction.atomic():
instance, _ = self.model.objects.update_or_create(
**{self.create_field: value}
)
# First try to get the object
lookup = {self.create_field: value}
try:
instance = self.model.objects.get(**lookup)
except self.model.DoesNotExist:
# Create a new instance directly
instance = self.model(**lookup)
instance.save()
self._created_instance = instance
return instance
except Exception as e:
raise ValidationError(
self.error_messages["invalid_choice"], code="invalid_choice"
)
raise ValidationError(_("Error creating new instance"))
else:
raise ValidationError(
self.error_messages["invalid_choice"], code="invalid_choice"
)
return super().clean(value)
def bound_data(self, data, initial):
@@ -90,8 +96,6 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
def __init__(self, model, **kwargs):
"""
Initialize the CreateIfNotExistsModelMultipleChoiceField.
Args:
create_field (str): The name of the field to use when creating new instances.
*args: Variable length argument list.
@@ -123,33 +127,28 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
"""
try:
with transaction.atomic():
instance, _ = self.model.objects.update_or_create(
**{self.create_field: value}
)
return instance
# Check if exists first without using update_or_create
lookup = {self.create_field: value}
try:
# Use base manager to bypass distinct filters
instance = self.model.objects.get(**lookup)
return instance
except self.model.DoesNotExist:
# Create a new instance directly
instance = self.model(**lookup)
instance.save()
return instance
except Exception as e:
print(e)
raise ValidationError(_("Error creating new instance"))
def clean(self, value):
"""
Clean and validate the field value.
This method checks if each selected choice exists in the database.
If a choice doesn't exist, it creates a new instance of the model.
Args:
value (list): List of selected values.
Returns:
list: A list containing all selected and newly created model instances.
Raises:
ValidationError: If there's an error during the cleaning process.
"""
if not value:
return []
string_values = set(str(v) for v in value)
# Get existing objects first
existing_objects = list(
self.queryset.filter(**{f"{self.create_field}__in": string_values})
)
@@ -157,13 +156,11 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
str(getattr(obj, self.create_field)) for obj in existing_objects
)
# Create new objects for missing values
new_values = string_values - existing_values
new_objects = []
for new_value in new_values:
try:
new_objects.append(self._create_new_instance(new_value))
except ValidationError as e:
raise ValidationError(_("Error creating new instance"))
new_objects.append(self._create_new_instance(new_value))
return existing_objects + new_objects

95
app/apps/common/forms.py Normal file
View File

@@ -0,0 +1,95 @@
from crispy_forms.bootstrap import FormActions
from django import forms
from django.contrib.auth import get_user_model
from django.utils.translation import gettext_lazy as _
from crispy_forms.helper import FormHelper
from crispy_forms.layout import Layout, Field, Submit, Div, HTML
from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
from apps.common.models import SharedObject
from apps.common.widgets.crispy.submit import NoClassSubmit
User = get_user_model()
class SharedObjectForm(forms.Form):
"""
Generic form for editing visibility and sharing settings
for models inheriting from SharedObject.
"""
owner = forms.ModelChoiceField(
queryset=User.objects.all(),
required=False,
label=_("Owner"),
widget=TomSelect(clear_button=False),
help_text=_(
"The owner of this object, if empty all users can see, edit and take ownership."
),
)
shared_with_users = forms.ModelMultipleChoiceField(
queryset=User.objects.all(),
required=False,
widget=TomSelectMultiple(clear_button=True),
label=_("Shared with users"),
help_text=_("Select users to share this object with"),
)
visibility = forms.ChoiceField(
choices=SharedObject.Visibility.choices,
required=True,
label=_("Visibility"),
help_text=_(
"Private: Only shown for the owner and shared users. Only editable by the owner."
"<br/>"
"Public: Shown for all users. Only editable by the owner."
),
)
class Meta:
fields = ["visibility", "shared_with_users"]
widgets = {
"visibility": TomSelect(clear_button=False),
}
def __init__(self, *args, **kwargs):
# Get the current user to filter available sharing options
self.user = kwargs.pop("user", None)
self.instance = kwargs.pop("instance", None)
super().__init__(*args, **kwargs)
# Pre-populate shared users if instance exists
if self.instance:
self.fields["shared_with_users"].initial = self.instance.shared_with.all()
self.fields["visibility"].initial = self.instance.visibility
self.fields["owner"].initial = self.instance.owner
# Set up crispy form helper
self.helper = FormHelper()
self.helper.form_method = "post"
self.helper.form_tag = False
self.helper.layout = Layout(
Field("owner"),
Field("visibility"),
HTML("<hr>"),
Field("shared_with_users"),
FormActions(
NoClassSubmit(
"submit", _("Save"), css_class="btn btn-outline-primary w-100"
),
),
)
def save(self):
instance = self.instance
instance.visibility = self.cleaned_data["visibility"]
instance.owner = self.cleaned_data["owner"]
instance.save()
# Clear and set shared_with users
instance.shared_with.set(self.cleaned_data.get("shared_with_users", []))
return instance

10
app/apps/common/middleware/thread_local.py
View File

@@ -56,6 +56,16 @@ def get_current_user():
if request:
return getattr(request, "user", None)
return getattr(_thread_locals, "user", None)
def write_current_user(user):
_thread_locals.user = user
def delete_current_user():
del _thread_locals.user
class ThreadLocalMiddleware(MiddlewareMixin):
"""Simple middleware that adds the request object in thread local storage."""

84
app/apps/common/models.py Normal file
View File

@@ -0,0 +1,84 @@
from django.db import models
from django.conf import settings
from django.db.models import Q
from django.utils.translation import gettext_lazy as _
from apps.common.middleware.thread_local import get_current_user
class SharedObjectManager(models.Manager):
def get_queryset(self):
"""Return only objects the user can access"""
user = get_current_user()
base_qs = super().get_queryset()
if user and user.is_authenticated:
return base_qs.filter(
Q(visibility="public")
| Q(owner=user)
| Q(shared_with=user)
| Q(visibility="private", owner=None)
).distinct()
return base_qs.filter(visibility="public")
class SharedObject(models.Model):
# Access control enum
class Visibility(models.TextChoices):
private = "private", _("Private")
is_paid = "public", _("Public")
# Core sharing fields
owner = models.ForeignKey(
settings.AUTH_USER_MODEL,
on_delete=models.CASCADE,
related_name="%(class)s_owned",
null=True,
blank=True,
)
visibility = models.CharField(
max_length=10, choices=Visibility.choices, default=Visibility.private
)
shared_with = models.ManyToManyField(
settings.AUTH_USER_MODEL, related_name="%(class)s_shared", blank=True
)
# Use as abstract base class
class Meta:
abstract = True
indexes = [
models.Index(fields=["visibility"]),
]
def is_accessible_by(self, user):
"""Check if a user can access this object"""
return (
self.visibility == "public"
or self.owner == user
or (self.visibility == "shared" and user in self.shared_with.all())
)
def save(self, *args, **kwargs):
if not self.pk and not self.owner:
self.owner = get_current_user()
super().save(*args, **kwargs)
class OwnedObject(models.Model):
owner = models.ForeignKey(
settings.AUTH_USER_MODEL,
on_delete=models.CASCADE,
related_name="%(class)s_owned",
null=True,
blank=True,
)
# Use as abstract base class
class Meta:
abstract = True
def save(self, *args, **kwargs):
if not self.pk and not self.owner:
self.owner = get_current_user()
super().save(*args, **kwargs)

10
app/apps/dca/admin.py
View File

@@ -1,7 +1,13 @@
from django.contrib import admin
from apps.dca.models import DCAStrategy, DCAEntry
from apps.common.admin import SharedObjectModelAdmin
# Register your models here.
admin.site.register(DCAStrategy)
admin.site.register(DCAEntry)
@admin.register(DCAStrategy)
class TransactionEntityModelAdmin(SharedObjectModelAdmin):
def get_queryset(self, request):
return DCAStrategy.all_objects.all()

22
app/apps/dca/forms.py
View File

@@ -168,7 +168,7 @@ class DCAEntryForm(forms.ModelForm):
Row(
Column(
"from_account",
css_class="form-group col-md-6 mb-0",
css_class="form-group",
),
css_class="form-row",
),
@@ -190,7 +190,7 @@ class DCAEntryForm(forms.ModelForm):
Row(
Column(
"to_account",
css_class="form-group col-md-6 mb-0",
css_class="form-group",
),
css_class="form-row",
),
@@ -266,6 +266,24 @@ class DCAEntryForm(forms.ModelForm):
id=expense_transaction.id
)
self.fields["from_account"].queryset = Account.objects.filter(
is_archived=False,
)
self.fields["from_category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["from_tags"].queryset = TransactionTag.objects.filter(active=True)
self.fields["to_account"].queryset = Account.objects.filter(
is_archived=False,
)
self.fields["to_category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["to_tags"].queryset = TransactionTag.objects.filter(active=True)
def clean(self):
cleaned_data = super().clean()

31
app/apps/dca/migrations/0003_dcastrategy_owner_dcastrategy_shared_with_and_more.py Normal file
View File

@@ -0,0 +1,31 @@
# Generated by Django 5.1.6 on 2025-03-07 18:20
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('dca', '0002_alter_dcaentry_amount_paid_and_more'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AddField(
model_name='dcastrategy',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='dcastrategy',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='dcastrategy',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
]

8
app/apps/dca/models.py
View File

@@ -1,16 +1,15 @@
from datetime import timedelta
from decimal import Decimal
from statistics import mean, stdev
from django.db import models
from django.template.defaultfilters import date
from django.utils import timezone
from django.utils.translation import gettext_lazy as _
from apps.common.models import SharedObject, SharedObjectManager
from apps.currencies.utils.convert import convert, get_exchange_rate
class DCAStrategy(models.Model):
class DCAStrategy(SharedObject):
name = models.CharField(max_length=255, verbose_name=_("Name"))
target_currency = models.ForeignKey(
"currencies.Currency",
@@ -28,6 +27,9 @@ class DCAStrategy(models.Model):
created_at = models.DateTimeField(auto_now_add=True)
updated_at = models.DateTimeField(auto_now=True)
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("DCA Strategy")
verbose_name_plural = _("DCA Strategies")

10
app/apps/dca/urls.py
View File

@@ -12,6 +12,16 @@ urlpatterns = [
views.strategy_delete,
name="dca_strategy_delete",
),
path(
"dca/<int:strategy_id>/take-ownership/",
views.strategy_take_ownership,
name="dca_strategy_take_ownership",
),
path(
"dca/<int:pk>/share/",
views.strategy_share,
name="dca_strategy_share_settings",
),
path(
"dca/<int:strategy_id>/",
views.strategy_detail_index,

83
app/apps/dca/views.py
View File

@@ -11,6 +11,8 @@ from django.views.decorators.http import require_http_methods
from apps.common.decorators.htmx import only_htmx
from apps.dca.forms import DCAEntryForm, DCAStrategyForm
from apps.dca.models import DCAStrategy, DCAEntry
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -57,6 +59,16 @@ def strategy_add(request):
def strategy_edit(request, strategy_id):
dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
if dca_strategy.owner and dca_strategy.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = DCAStrategyForm(request.POST, instance=dca_strategy)
if form.is_valid():
@@ -85,9 +97,15 @@ def strategy_edit(request, strategy_id):
def strategy_delete(request, strategy_id):
dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
dca_strategy.delete()
messages.success(request, _("DCA strategy deleted successfully"))
if (
dca_strategy.owner != request.user
and request.user in dca_strategy.shared_with.all()
):
dca_strategy.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
dca_strategy.delete()
messages.success(request, _("DCA strategy deleted successfully"))
return HttpResponse(
status=204,
@@ -97,6 +115,65 @@ def strategy_delete(request, strategy_id):
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def strategy_take_ownership(request, strategy_id):
dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
if not dca_strategy.owner:
dca_strategy.owner = request.user
dca_strategy.visibility = SharedObject.Visibility.private
dca_strategy.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def strategy_share(request, pk):
obj = get_object_or_404(DCAStrategy, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"dca/fragments/strategy/share.html",
{"form": form, "object": obj},
)
@login_required
def strategy_detail_index(request, strategy_id):
strategy = get_object_or_404(DCAStrategy, id=strategy_id)

9
app/apps/export_app/forms.py
View File

@@ -8,6 +8,12 @@ from apps.common.widgets.crispy.submit import NoClassSubmit
class ExportForm(forms.Form):
users = forms.BooleanField(
required=False,
widget=forms.CheckboxInput(),
label=_("Users"),
initial=True,
)
accounts = forms.BooleanField(
required=False,
widget=forms.CheckboxInput(),
@@ -94,6 +100,7 @@ class ExportForm(forms.Form):
self.helper.form_tag = False
self.helper.form_method = "post"
self.helper.layout = Layout(
"users",
"accounts",
"currencies",
"transactions",
@@ -121,6 +128,7 @@ class RestoreForm(forms.Form):
help_text=_("Import a ZIP file exported from WYGIWYH"),
label=_("ZIP File"),
)
users = forms.FileField(required=False, label=_("Users"))
accounts = forms.FileField(required=False, label=_("Accounts"))
currencies = forms.FileField(required=False, label=_("Currencies"))
transactions_categories = forms.FileField(required=False, label=_("Categories"))
@@ -155,6 +163,7 @@ class RestoreForm(forms.Form):
self.helper.layout = Layout(
"zip_file",
HTML("<hr />"),
"users",
"accounts",
"currencies",
"transactions",

3
app/apps/export_app/resources/accounts.py
View File

@@ -24,3 +24,6 @@ class AccountResource(resources.ModelResource):
class Meta:
model = Account
def get_queryset(self):
return Account.all_objects.all()

17
app/apps/export_app/resources/transactions.py
View File

@@ -55,23 +55,32 @@ class TransactionResource(resources.ModelResource):
model = Transaction
def get_queryset(self):
return Transaction.all_objects.all()
return Transaction.userless_all_objects.all()
class TransactionTagResource(resources.ModelResource):
class Meta:
model = TransactionTag
def get_queryset(self):
return TransactionTag.all_objects.all()
class TransactionEntityResource(resources.ModelResource):
class Meta:
model = TransactionEntity
def get_queryset(self):
return TransactionEntity.all_objects.all()
class TransactionCategoyResource(resources.ModelResource):
class Meta:
model = TransactionCategory
def get_queryset(self):
return TransactionCategory.all_objects.all()
class RecurringTransactionResource(resources.ModelResource):
account = fields.Field(
@@ -107,6 +116,9 @@ class RecurringTransactionResource(resources.ModelResource):
class Meta:
model = RecurringTransaction
def get_queryset(self):
return RecurringTransaction.all_objects.all()
class InstallmentPlanResource(resources.ModelResource):
account = fields.Field(
@@ -141,3 +153,6 @@ class InstallmentPlanResource(resources.ModelResource):
class Meta:
model = InstallmentPlan
def get_queryset(self):
return InstallmentPlan.all_objects.all()

161
app/apps/export_app/resources/users.py Normal file
View File

@@ -0,0 +1,161 @@
from import_export import resources, fields
from django.contrib.auth import get_user_model
from django.conf import settings
from apps.users.models import UserSettings
User = get_user_model()
class UserResource(resources.ModelResource):
# User fields
email = fields.Field(attribute="email", column_name="Email")
# UserSettings fields - for export only
hide_amounts = fields.Field(
attribute="settings__hide_amounts", column_name="Hide Amounts", readonly=True
)
mute_sounds = fields.Field(
attribute="settings__mute_sounds", column_name="Mute Sounds", readonly=True
)
date_format = fields.Field(
attribute="settings__date_format", column_name="Date Format", readonly=True
)
datetime_format = fields.Field(
attribute="settings__datetime_format",
column_name="Datetime Format",
readonly=True,
)
number_format = fields.Field(
attribute="settings__number_format", column_name="Number Format", readonly=True
)
language = fields.Field(
attribute="settings__language", column_name="Language", readonly=True
)
timezone = fields.Field(
attribute="settings__timezone", column_name="Timezone", readonly=True
)
start_page = fields.Field(
attribute="settings__start_page", column_name="Start Page", readonly=True
)
# Human-readable fields for choice values
start_page_display = fields.Field(column_name="Start Page Display", readonly=True)
language_display = fields.Field(column_name="Language Display", readonly=True)
timezone_display = fields.Field(column_name="Timezone Display", readonly=True)
@staticmethod
def dehydrate_start_page_display(user):
if hasattr(user, "settings"):
return dict(UserSettings.StartPage.choices).get(
user.settings.start_page, ""
)
return ""
@staticmethod
def dehydrate_language_display(user):
if hasattr(user, "settings"):
languages = dict([("auto", "Auto")] + list(settings.LANGUAGES))
return languages.get(user.settings.language, user.settings.language)
return ""
@staticmethod
def dehydrate_timezone_display(user):
if hasattr(user, "settings"):
if user.settings.timezone == "auto":
return "Auto"
return user.settings.timezone
return ""
def after_init_instance(self, instance, new, row, **kwargs):
"""
Store settings data on the instance to be used after save
"""
# Process boolean fields properly
hide_amounts = row.get("Hide Amounts", "").lower() == "true"
mute_sounds = row.get("Mute Sounds", "").lower() == "true"
# Store settings data on the instance for later use
instance._settings_data = {
"hide_amounts": hide_amounts,
"mute_sounds": mute_sounds,
"date_format": row.get("Date Format", "SHORT_DATE_FORMAT"),
"datetime_format": row.get("Datetime Format", "SHORT_DATETIME_FORMAT"),
"number_format": row.get("Number Format", "AA"),
"language": row.get("Language", "auto"),
"timezone": row.get("Timezone", "auto"),
"start_page": row.get("Start Page", UserSettings.StartPage.MONTHLY),
}
return instance
def after_save_instance(self, instance, row, **kwargs):
"""
Create or update UserSettings after User is saved
"""
if not hasattr(instance, "_settings_data"):
return
settings_data = instance._settings_data
# Create or update UserSettings
try:
user_settings = UserSettings.objects.get(user=instance)
# Update existing settings
for key, value in settings_data.items():
setattr(user_settings, key, value)
user_settings.save()
except UserSettings.DoesNotExist:
# Create new settings
UserSettings.objects.create(user=instance, **settings_data)
def get_queryset(self):
"""
Ensure settings are prefetched when exporting users
"""
return super().get_queryset().select_related("settings")
class Meta:
model = User
import_id_fields = ["id"]
fields = (
"id",
"email",
"first_name",
"last_name",
"is_active",
"date_joined",
"password",
"hide_amounts",
"mute_sounds",
"date_format",
"datetime_format",
"number_format",
"language",
"language_display",
"timezone",
"timezone_display",
"start_page",
"start_page_display",
)
export_order = (
"id",
"email",
"first_name",
"last_name",
"is_active",
"date_joined",
"password",
"hide_amounts",
"mute_sounds",
"date_format",
"datetime_format",
"number_format",
"language",
"language_display",
"timezone",
"timezone_display",
"start_page",
"start_page_display",
)

40
app/apps/export_app/views.py
View File

@@ -1,9 +1,9 @@
import logging
import zipfile
from io import BytesIO, TextIOWrapper
from io import BytesIO
from django.contrib import messages
from django.contrib.auth.decorators import login_required
from django.contrib.auth.decorators import login_required, user_passes_test
from django.db import transaction
from django.http import HttpResponse
from django.shortcuts import render
@@ -12,26 +12,14 @@ from django.utils.translation import gettext_lazy as _
from django.views.decorators.http import require_http_methods
from tablib import Dataset
from apps.common.decorators.htmx import only_htmx
from apps.export_app.forms import ExportForm, RestoreForm
from apps.export_app.resources.accounts import AccountResource
from apps.export_app.resources.transactions import (
TransactionResource,
TransactionTagResource,
TransactionEntityResource,
TransactionCategoyResource,
InstallmentPlanResource,
RecurringTransactionResource,
)
from apps.export_app.resources.currencies import (
CurrencyResource,
ExchangeRateResource,
ExchangeRateServiceResource,
)
from apps.export_app.resources.rules import (
TransactionRuleResource,
TransactionRuleActionResource,
UpdateOrCreateTransactionRuleResource,
)
from apps.export_app.resources.dca import (
DCAStrategyResource,
DCAEntryResource,
@@ -39,18 +27,33 @@ from apps.export_app.resources.dca import (
from apps.export_app.resources.import_app import (
ImportProfileResource,
)
from apps.common.decorators.htmx import only_htmx
from apps.export_app.resources.rules import (
TransactionRuleResource,
TransactionRuleActionResource,
UpdateOrCreateTransactionRuleResource,
)
from apps.export_app.resources.transactions import (
TransactionResource,
TransactionTagResource,
TransactionEntityResource,
TransactionCategoyResource,
InstallmentPlanResource,
RecurringTransactionResource,
)
from apps.export_app.resources.users import UserResource
logger = logging.getLogger()
@login_required
@user_passes_test(lambda u: u.is_superuser)
@require_http_methods(["GET"])
def export_index(request):
return render(request, "export_app/pages/index.html")
@login_required
@user_passes_test(lambda u: u.is_superuser)
@require_http_methods(["GET", "POST"])
def export_form(request):
timestamp = timezone.localtime(timezone.now()).strftime("%Y-%m-%dT%H-%M-%S")
@@ -60,6 +63,7 @@ def export_form(request):
if form.is_valid():
zip_buffer = BytesIO()
export_users = form.cleaned_data.get("users", False)
export_accounts = form.cleaned_data.get("accounts", False)
export_currencies = form.cleaned_data.get("currencies", False)
export_transactions = form.cleaned_data.get("transactions", False)
@@ -80,6 +84,8 @@ def export_form(request):
export_import_profiles = form.cleaned_data.get("import_profiles", False)
exports = []
if export_users:
exports.append((UserResource().export(), "users"))
if export_accounts:
exports.append((AccountResource().export(), "accounts"))
if export_currencies:
@@ -176,6 +182,7 @@ def export_form(request):
@only_htmx
@login_required
@user_passes_test(lambda u: u.is_superuser)
@require_http_methods(["GET", "POST"])
def import_form(request):
if request.method == "POST":
@@ -209,6 +216,7 @@ def import_form(request):
def process_imports(request, cleaned_data):
# Define import order to handle dependencies
import_order = [
("users", UserResource),
("currencies", CurrencyResource),
(
"currencies",

37
app/apps/import_app/services/v1.py
View File

@@ -268,14 +268,17 @@ class ImportService:
category = TransactionCategory.objects.get(id=category_name)
else: # name
if getattr(category_mapping, "create", False):
category, _ = TransactionCategory.objects.get_or_create(
name=category_name
)
try:
category = TransactionCategory.objects.get(
name=category_name
)
except TransactionCategory.DoesNotExist:
category = TransactionCategory(name=category_name)
category.save()
else:
category = TransactionCategory.objects.filter(
name=category_name
).first()
if category:
data["category"] = category
self.import_run.categories.add(category)
@@ -325,9 +328,13 @@ class ImportService:
tag = TransactionTag.objects.filter(id=tag_name).first()
else: # name
if getattr(tags_mapping, "create", False):
tag, _ = TransactionTag.objects.get_or_create(
name=tag_name.strip()
)
try:
tag = TransactionTag.objects.get(
name=tag_name.strip()
)
except TransactionTag.DoesNotExist:
tag = TransactionTag(name=tag_name.strip())
tag.save()
else:
tag = TransactionTag.objects.filter(
name=tag_name.strip()
@@ -361,9 +368,13 @@ class ImportService:
).first()
else: # name
if getattr(entities_mapping, "create", False):
entity, _ = TransactionEntity.objects.get_or_create(
name=entity_name.strip()
)
try:
entity = TransactionEntity.objects.get(
name=entity_name.strip()
)
except TransactionEntity.DoesNotExist:
entity = TransactionEntity(name=entity_name.strip())
entity.save()
else:
entity = TransactionEntity.objects.filter(
name=entity_name.strip()
@@ -394,7 +405,11 @@ class ImportService:
def _create_account(self, data: Dict[str, Any]) -> Account:
if "group" in data:
group_name = data.pop("group")
group, _ = AccountGroup.objects.get_or_create(name=group_name)
try:
group = AccountGroup.objects.get(name=group_name)
except AccountGroup.DoesNotExist:
group = AccountGroup(name=group_name)
group.save()
data["group"] = group
# Handle currency references

9
app/apps/import_app/tasks.py
View File

@@ -1,7 +1,9 @@
import logging
from django.contrib.auth import get_user_model
from procrastinate.contrib.django import app
from apps.common.middleware.thread_local import write_current_user, delete_current_user
from apps.import_app.models import ImportRun
from apps.import_app.services import ImportServiceV1
@@ -9,10 +11,15 @@ logger = logging.getLogger(__name__)
@app.task(name="process_import")
def process_import(import_run_id: int, file_path: str):
def process_import(import_run_id: int, file_path: str, user_id: int):
user = get_user_model().objects.get(id=user_id)
write_current_user(user)
try:
import_run = ImportRun.objects.get(id=import_run_id)
import_service = ImportServiceV1(import_run)
import_service.process_file(file_path)
delete_current_user()
except ImportRun.DoesNotExist:
delete_current_user()
raise ValueError(f"ImportRun with id {import_run_id} not found")

1
app/apps/import_app/urls.py
View File

@@ -2,7 +2,6 @@ from django.urls import path
import apps.import_app.views as views
urlpatterns = [
path("import/", views.import_view, name="import"),
path(
"import/presets/",
views.import_presets_list,

19
app/apps/import_app/views.py
View File

@@ -15,19 +15,6 @@ from apps.import_app.services import PresetService
from apps.import_app.tasks import process_import
def import_view(request):
import_profile = ImportProfile.objects.get(id=2)
shutil.copyfile(
"/usr/src/app/apps/import_app/teste2.csv", "/usr/src/app/temp/teste2.csv"
)
ir = ImportRun.objects.create(profile=import_profile, file_name="teste.csv")
process_import.defer(
import_run_id=ir.id,
file_path="/usr/src/app/temp/teste2.csv",
)
return HttpResponse("Hello, world. You're at the polls page.")
@login_required
@require_http_methods(["GET"])
def import_presets_list(request):
@@ -189,7 +176,11 @@ def import_run_add(request, profile_id):
import_run = ImportRun.objects.create(profile=profile, file_name=filename)
# Defer the procrastinate task
process_import.defer(import_run_id=import_run.id, file_path=file_path)
process_import.defer(
import_run_id=import_run.id,
file_path=file_path,
user_id=request.user.id,
)
messages.success(request, _("Import Run queued successfully"))

32
app/apps/monthly_overview/views.py
View File

@@ -77,24 +77,20 @@ def transactions_list(request, month: int, year: int):
request.session["monthly_transactions_order"] = order
f = TransactionsFilter(request.GET)
transactions_filtered = (
f.qs.filter()
.filter(
reference_date__year=year,
reference_date__month=month,
)
.prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
"entities",
"dca_expense_entries",
"dca_income_entries",
)
transactions_filtered = f.qs.filter(
reference_date__year=year,
reference_date__month=month,
).prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
"entities",
"dca_expense_entries",
"dca_income_entries",
)
transactions_filtered = default_order(transactions_filtered, order=order)

11
app/apps/net_worth/utils/calculate_net_worth.py
View File

@@ -2,20 +2,13 @@ from collections import OrderedDict, defaultdict
from decimal import Decimal
from dateutil.relativedelta import relativedelta
from django.db.models import (
OuterRef,
Subquery,
)
from django.db.models import Sum, Min, Max, Case, When, F, Value, DecimalField
from django.db.models.functions import Coalesce
from django.db.models.functions import TruncMonth
from django.template.defaultfilters import date as date_filter
from django.utils import timezone
from django.utils.translation import gettext_lazy as _
from apps.accounts.models import Account
from apps.currencies.models import Currency
from apps.currencies.utils.convert import convert
from apps.transactions.models import Transaction
@@ -104,7 +97,9 @@ def calculate_historical_currency_net_worth(is_paid=True):
def calculate_historical_account_balance(is_paid=True):
transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
# Get all accounts
accounts = Account.objects.filter(is_archived=False)
accounts = Account.objects.filter(
is_archived=False,
)
# Get the date range
date_range = Transaction.objects.filter(**transactions_params).aggregate(

6
app/apps/net_worth/views.py
View File

@@ -1,7 +1,9 @@
import json
from django.contrib.auth.decorators import login_required
from django.core.serializers.json import DjangoJSONEncoder
from django.shortcuts import render
from django.views.decorators.http import require_http_methods
from apps.net_worth.utils.calculate_net_worth import (
calculate_historical_currency_net_worth,
@@ -14,6 +16,8 @@ from apps.transactions.utils.calculations import (
)
@login_required
@require_http_methods(["GET"])
def net_worth_current(request):
transactions_currency_queryset = Transaction.objects.filter(
is_paid=True, account__is_archived=False
@@ -113,6 +117,8 @@ def net_worth_current(request):
)
@login_required
@require_http_methods(["GET"])
def net_worth_projected(request):
transactions_currency_queryset = Transaction.objects.filter(
account__is_archived=False

31
app/apps/rules/migrations/0012_transactionrule_owner_transactionrule_shared_with_and_more.py Normal file
View File

@@ -0,0 +1,31 @@
# Generated by Django 5.1.6 on 2025-03-07 02:46
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('rules', '0011_alter_updateorcreatetransactionruleaction_set_is_paid'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AddField(
model_name='transactionrule',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='transactionrule',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='transactionrule',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
]

7
app/apps/rules/models.py
View File

@@ -2,8 +2,10 @@ from django.db import models
from django.db.models import Q
from django.utils.translation import gettext_lazy as _
from apps.common.models import SharedObject, SharedObjectManager
class TransactionRule(models.Model):
class TransactionRule(SharedObject):
active = models.BooleanField(default=True)
on_update = models.BooleanField(default=False)
on_create = models.BooleanField(default=True)
@@ -11,6 +13,9 @@ class TransactionRule(models.Model):
description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
trigger = models.TextField(verbose_name=_("Trigger"))
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("Transaction rule")
verbose_name_plural = _("Transaction rules")

2
app/apps/rules/signals.py
View File

@@ -6,6 +6,7 @@ from apps.transactions.models import (
transaction_updated,
)
from apps.rules.tasks import check_for_transaction_rules
from apps.common.middleware.thread_local import get_current_user
@receiver(transaction_created)
@@ -20,6 +21,7 @@ def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
check_for_transaction_rules.defer(
instance_id=sender.id,
user_id=get_current_user().id,
signal=(
"transaction_created"
if signal is transaction_created

9
app/apps/rules/tasks.py
View File

@@ -4,6 +4,7 @@ from datetime import datetime, date
from cachalot.api import cachalot_disabled
from dateutil.relativedelta import relativedelta
from django.contrib.auth import get_user_model
from procrastinate.contrib.django import app
from simpleeval import EvalWithCompoundTypes
@@ -18,6 +19,7 @@ from apps.transactions.models import (
TransactionTag,
TransactionEntity,
)
from apps.common.middleware.thread_local import write_current_user, delete_current_user
logger = logging.getLogger(__name__)
@@ -25,8 +27,12 @@ logger = logging.getLogger(__name__)
@app.task(name="check_for_transaction_rules")
def check_for_transaction_rules(
instance_id: int,
user_id: int,
signal,
):
user = get_user_model().objects.get(id=user_id)
write_current_user(user)
try:
with cachalot_disabled():
instance = Transaction.objects.get(id=instance_id)
@@ -91,8 +97,11 @@ def check_for_transaction_rules(
"Error while executing 'check_for_transaction_rules' task",
exc_info=True,
)
delete_current_user()
raise e
delete_current_user()
def _get_names(instance):
return {

10
app/apps/rules/urls.py
View File

@@ -37,6 +37,16 @@ urlpatterns = [
views.transaction_rule_delete,
name="transaction_rule_delete",
),
path(
"rules/transaction/<int:transaction_rule_id>/take-ownership/",
views.transaction_rule_take_ownership,
name="transaction_rule_take_ownership",
),
path(
"rules/transaction/<int:pk>/share/",
views.transaction_rule_share,
name="transaction_rule_share_settings",
),
path(
"rules/transaction/<int:transaction_rule_id>/transaction-action/add/",
views.transaction_rule_action_add,

83
app/apps/rules/views.py
View File

@@ -16,6 +16,8 @@ from apps.rules.models import (
TransactionRuleAction,
UpdateOrCreateTransactionRuleAction,
)
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -93,6 +95,16 @@ def transaction_rule_add(request, **kwargs):
def transaction_rule_edit(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if transaction_rule.owner and transaction_rule.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = TransactionRuleForm(request.POST, instance=transaction_rule)
if form.is_valid():
@@ -134,9 +146,15 @@ def transaction_rule_view(request, transaction_rule_id):
def transaction_rule_delete(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
transaction_rule.delete()
messages.success(request, _("Rule deleted successfully"))
if (
transaction_rule.owner != request.user
and request.user in transaction_rule.shared_with.all()
):
transaction_rule.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
transaction_rule.delete()
messages.success(request, _("Rule deleted successfully"))
return HttpResponse(
status=204,
@@ -146,6 +164,65 @@ def transaction_rule_delete(request, transaction_rule_id):
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_rule_take_ownership(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if not transaction_rule.owner:
transaction_rule.owner = request.user
transaction_rule.visibility = SharedObject.Visibility.private
transaction_rule.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def transaction_rule_share(request, pk):
obj = get_object_or_404(TransactionRule, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"rules/fragments/share.html",
{"form": form, "object": obj},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])

23
app/apps/transactions/admin.py
View File

@@ -8,13 +8,14 @@ from apps.transactions.models import (
RecurringTransaction,
TransactionEntity,
)
from apps.common.admin import SharedObjectModelAdmin
@admin.register(Transaction)
class TransactionModelAdmin(admin.ModelAdmin):
def get_queryset(self, request):
# Use the all_objects manager to show all transactions, including deleted ones
return self.model.all_objects.all()
return self.model.userless_all_objects.all()
list_filter = ["deleted", "type", "is_paid", "date", "account"]
@@ -48,19 +49,29 @@ class TransactionInline(admin.TabularInline):
@admin.register(InstallmentPlan)
class InstallmentPlanAdmin(admin.ModelAdmin):
class InstallmentPlanAdmin(SharedObjectModelAdmin):
inlines = [
TransactionInline,
]
@admin.register(RecurringTransaction)
class RecurringTransactionAdmin(admin.ModelAdmin):
class RecurringTransactionAdmin(SharedObjectModelAdmin):
inlines = [
TransactionInline,
]
admin.site.register(TransactionCategory)
admin.site.register(TransactionTag)
admin.site.register(TransactionEntity)
@admin.register(TransactionCategory)
class TransactionCategoryModelAdmin(SharedObjectModelAdmin):
pass
@admin.register(TransactionTag)
class TransactionTagModelAdmin(SharedObjectModelAdmin):
pass
@admin.register(TransactionEntity)
class TransactionEntityModelAdmin(SharedObjectModelAdmin):
pass

5
app/apps/transactions/filters.py
View File

@@ -184,3 +184,8 @@ class TransactionsFilter(django_filters.FilterSet):
self.form.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput()
self.form.fields["date_start"].widget = AirDatePickerInput()
self.form.fields["date_end"].widget = AirDatePickerInput()
self.form.fields["account"].queryset = Account.objects.all()
self.form.fields["category"].queryset = TransactionCategory.objects.all()
self.form.fields["tags"].queryset = TransactionTag.objects.all()
self.form.fields["entities"].queryset = TransactionEntity.objects.all()

63
app/apps/transactions/forms.py
View File

@@ -29,6 +29,7 @@ from apps.transactions.models import (
RecurringTransaction,
TransactionEntity,
)
from apps.common.middleware.thread_local import get_current_user
class TransactionForm(forms.ModelForm):
@@ -94,20 +95,30 @@ class TransactionForm(forms.ModelForm):
# if editing a transaction display non-archived items and it's own item even if it's archived
if self.instance.id:
self.fields["account"].queryset = Account.objects.filter(
Q(is_archived=False) | Q(transactions=self.instance.id)
).distinct()
Q(is_archived=False) | Q(transactions=self.instance.id),
)
self.fields["category"].queryset = TransactionCategory.objects.filter(
Q(active=True) | Q(transaction=self.instance.id)
).distinct()
)
self.fields["tags"].queryset = TransactionTag.objects.filter(
Q(active=True) | Q(transaction=self.instance.id)
).distinct()
)
self.fields["entities"].queryset = TransactionEntity.objects.filter(
Q(active=True) | Q(transactions=self.instance.id)
).distinct()
)
else:
self.fields["account"].queryset = Account.objects.filter(
is_archived=False,
)
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
self.fields["entities"].queryset = TransactionEntity.objects.all()
self.helper = FormHelper()
self.helper.form_tag = False
@@ -405,6 +416,24 @@ class TransferForm(forms.Form):
self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput()
self.fields["date"].widget = AirDatePickerInput(clear_button=False)
self.fields["from_account"].queryset = Account.objects.filter(
is_archived=False,
)
self.fields["from_category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["from_tags"].queryset = TransactionTag.objects.filter(active=True)
self.fields["to_account"].queryset = Account.objects.filter(
is_archived=False,
)
self.fields["to_category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["to_tags"].queryset = TransactionTag.objects.filter(active=True)
def clean(self):
cleaned_data = super().clean()
from_account = cleaned_data.get("from_account")
@@ -536,6 +565,18 @@ class InstallmentPlanForm(forms.ModelForm):
self.fields["entities"].queryset = TransactionEntity.objects.filter(
Q(active=True) | Q(installmentplan=self.instance.id)
).distinct()
else:
self.fields["account"].queryset = Account.objects.filter(is_archived=False)
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
self.fields["entities"].queryset = TransactionEntity.objects.filter(
active=True
)
self.helper = FormHelper()
self.helper.form_tag = False
@@ -781,6 +822,18 @@ class RecurringTransactionForm(forms.ModelForm):
self.fields["entities"].queryset = TransactionEntity.objects.filter(
Q(active=True) | Q(recurringtransaction=self.instance.id)
).distinct()
else:
self.fields["account"].queryset = Account.objects.filter(is_archived=False)
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True
)
self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
self.fields["entities"].queryset = TransactionEntity.objects.filter(
active=True
)
self.helper = FormHelper()
self.helper.form_method = "post"

62
app/apps/transactions/migrations/0034_alter_installmentplan_managers_and_more.py Normal file
View File

@@ -0,0 +1,62 @@
# Generated by Django 5.1.6 on 2025-03-05 04:19
import django.db.models.deletion
import django.db.models.manager
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0033_transaction_internal_id'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterModelManagers(
name='installmentplan',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AlterModelManagers(
name='recurringtransaction',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AlterModelManagers(
name='transactioncategory',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AlterModelManagers(
name='transactionentity',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AlterModelManagers(
name='transactiontag',
managers=[
('all_objects', django.db.models.manager.Manager()),
],
),
migrations.AddField(
model_name='transactioncategory',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_transaction_categories', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
migrations.AddField(
model_name='transactionentity',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_transaction_entities', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
migrations.AddField(
model_name='transactiontag',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='owned_transaction_tags', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
),
]

37
app/apps/transactions/migrations/0035_alter_transactioncategory_name_and_more.py Normal file
View File

@@ -0,0 +1,37 @@
# Generated by Django 5.1.6 on 2025-03-05 04:51
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0034_alter_installmentplan_managers_and_more'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterField(
model_name='transactioncategory',
name='name',
field=models.CharField(max_length=255, verbose_name='Name'),
),
migrations.AlterField(
model_name='transactiontag',
name='name',
field=models.CharField(max_length=255, verbose_name='Name'),
),
migrations.AlterUniqueTogether(
name='transactioncategory',
unique_together={('owner', 'name')},
),
migrations.AlterUniqueTogether(
name='transactionentity',
unique_together={('owner', 'name')},
),
migrations.AlterUniqueTogether(
name='transactiontag',
unique_together={('owner', 'name')},
),
]

76
app/apps/transactions/migrations/0036_alter_transactioncategory_managers_and_more.py Normal file
View File

@@ -0,0 +1,76 @@
# Generated by Django 5.1.6 on 2025-03-06 00:10
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0035_alter_transactioncategory_name_and_more'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterModelManagers(
name='transactioncategory',
managers=[
],
),
migrations.AlterModelManagers(
name='transactionentity',
managers=[
],
),
migrations.AlterModelManagers(
name='transactiontag',
managers=[
],
),
migrations.AddField(
model_name='transactioncategory',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='transactioncategory',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AddField(
model_name='transactionentity',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='transactionentity',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AddField(
model_name='transactiontag',
name='shared_with',
field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL),
),
migrations.AddField(
model_name='transactiontag',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('shared', 'Shared'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AlterField(
model_name='transactioncategory',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
migrations.AlterField(
model_name='transactionentity',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
migrations.AlterField(
model_name='transactiontag',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
]

28
app/apps/transactions/migrations/0037_alter_transactioncategory_visibility_and_more.py Normal file
View File

@@ -0,0 +1,28 @@
# Generated by Django 5.1.6 on 2025-03-06 01:47
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0036_alter_transactioncategory_managers_and_more'),
]
operations = [
migrations.AlterField(
model_name='transactioncategory',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AlterField(
model_name='transactionentity',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
migrations.AlterField(
model_name='transactiontag',
name='visibility',
field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10),
),
]

21
app/apps/transactions/migrations/0038_transaction_owner.py Normal file
View File

@@ -0,0 +1,21 @@
# Generated by Django 5.1.6 on 2025-03-07 03:14
import django.db.models.deletion
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0037_alter_transactioncategory_visibility_and_more'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AddField(
model_name='transaction',
name='owner',
field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL),
),
]

24
app/apps/transactions/migrations/0039_alter_transaction_internal_id_and_more.py Normal file
View File

@@ -0,0 +1,24 @@
# Generated by Django 5.1.6 on 2025-03-07 03:16
from django.conf import settings
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0038_transaction_owner'),
migrations.swappable_dependency(settings.AUTH_USER_MODEL),
]
operations = [
migrations.AlterField(
model_name='transaction',
name='internal_id',
field=models.TextField(blank=True, null=True, verbose_name='Internal ID'),
),
migrations.AlterUniqueTogether(
name='transaction',
unique_together={('owner', 'internal_id')},
),
]

22
app/apps/transactions/migrations/0040_alter_transaction_unique_together_and_more.py Normal file
View File

@@ -0,0 +1,22 @@
# Generated by Django 5.1.6 on 2025-03-07 03:25
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('transactions', '0039_alter_transaction_internal_id_and_more'),
]
operations = [
migrations.AlterUniqueTogether(
name='transaction',
unique_together=set(),
),
migrations.AlterField(
model_name='transaction',
name='internal_id',
field=models.TextField(blank=True, null=True, unique=True, verbose_name='Internal ID'),
),
]

110
app/apps/transactions/models.py
View File

@@ -15,6 +15,8 @@ from apps.common.functions.decimals import truncate_decimal
from apps.common.templatetags.decimal import localize_number, drop_trailing_zeros
from apps.currencies.utils.convert import convert
from apps.transactions.validators import validate_decimal_places, validate_non_negative
from apps.common.middleware.thread_local import get_current_user
from apps.common.models import SharedObject, SharedObjectManager, OwnedObject
logger = logging.getLogger()
@@ -93,10 +95,40 @@ class SoftDeleteQuerySet(models.QuerySet):
class SoftDeleteManager(models.Manager):
def get_queryset(self):
qs = SoftDeleteQuerySet(self.model, using=self._db)
return qs.filter(deleted=False)
user = get_current_user()
if user and not user.is_anonymous:
return qs.filter(
Q(account__visibility="public")
| Q(account__owner=user)
| Q(account__shared_with=user)
| Q(account__visibility="private", account__owner=None),
deleted=False,
).distinct()
else:
return qs.filter(
deleted=False,
)
class AllObjectsManager(models.Manager):
def get_queryset(self):
user = get_current_user()
if user and not user.is_anonymous:
return (
SoftDeleteQuerySet(self.model, using=self._db)
.filter(
Q(account__visibility="public")
| Q(account__owner=user)
| Q(account__shared_with=user)
| Q(account__visibility="private", account__owner=None),
)
.distinct()
)
else:
return SoftDeleteQuerySet(self.model, using=self._db)
class UserlessAllObjectsManager(models.Manager):
def get_queryset(self):
return SoftDeleteQuerySet(self.model, using=self._db)
@@ -104,11 +136,45 @@ class AllObjectsManager(models.Manager):
class DeletedObjectsManager(models.Manager):
def get_queryset(self):
qs = SoftDeleteQuerySet(self.model, using=self._db)
return qs.filter(deleted=True)
user = get_current_user()
if user and not user.is_anonymous:
return qs.filter(
Q(account__visibility="public")
| Q(account__owner=user)
| Q(account__shared_with=user)
| Q(account__visibility="private", account__owner=None),
deleted=True,
).distinct()
else:
return qs.filter(
deleted=True,
)
class TransactionCategory(models.Model):
name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
class UserlessDeletedObjectsManager(models.Manager):
def get_queryset(self):
qs = SoftDeleteQuerySet(self.model, using=self._db)
return qs.filter(
deleted=True,
)
class GenericAccountOwnerManager(models.Manager):
def get_queryset(self):
queryset = super().get_queryset()
user = get_current_user()
if user and not user.is_anonymous:
return queryset.filter(
Q(account__visibility="public")
| Q(account__owner=user)
| Q(account__shared_with=user)
| Q(account__visibility="private", account__owner=None),
).distinct()
return queryset.none()
class TransactionCategory(SharedObject):
name = models.CharField(max_length=255, verbose_name=_("Name"))
mute = models.BooleanField(default=False, verbose_name=_("Mute"))
active = models.BooleanField(
default=True,
@@ -118,17 +184,21 @@ class TransactionCategory(models.Model):
),
)
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("Transaction Category")
verbose_name_plural = _("Transaction Categories")
db_table = "t_categories"
unique_together = (("owner", "name"),)
def __str__(self):
return self.name
class TransactionTag(models.Model):
name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
class TransactionTag(SharedObject):
name = models.CharField(max_length=255, verbose_name=_("Name"))
active = models.BooleanField(
default=True,
verbose_name=_("Active"),
@@ -137,16 +207,20 @@ class TransactionTag(models.Model):
),
)
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("Transaction Tags")
verbose_name_plural = _("Transaction Tags")
db_table = "tags"
unique_together = (("owner", "name"),)
def __str__(self):
return self.name
class TransactionEntity(models.Model):
class TransactionEntity(SharedObject):
name = models.CharField(max_length=255, verbose_name=_("Name"))
active = models.BooleanField(
default=True,
@@ -156,16 +230,20 @@ class TransactionEntity(models.Model):
),
)
objects = SharedObjectManager()
all_objects = models.Manager() # Unfiltered manager
class Meta:
verbose_name = _("Entity")
verbose_name_plural = _("Entities")
db_table = "entities"
unique_together = (("owner", "name"),)
def __str__(self):
return self.name
class Transaction(models.Model):
class Transaction(OwnedObject):
class Type(models.TextChoices):
INCOME = "IN", _("Income")
EXPENSE = "EX", _("Expense")
@@ -249,7 +327,11 @@ class Transaction(models.Model):
objects = SoftDeleteManager.from_queryset(SoftDeleteQuerySet)()
all_objects = AllObjectsManager.from_queryset(SoftDeleteQuerySet)()
userless_all_objects = UserlessAllObjectsManager.from_queryset(SoftDeleteQuerySet)()
deleted_objects = DeletedObjectsManager.from_queryset(SoftDeleteQuerySet)()
userless_deleted_objects = UserlessDeletedObjectsManager.from_queryset(
SoftDeleteQuerySet
)()
class Meta:
verbose_name = _("Transaction")
@@ -386,6 +468,9 @@ class InstallmentPlan(models.Model):
notes = models.TextField(blank=True, verbose_name=_("Notes"))
all_objects = models.Manager() # Unfiltered manager
objects = GenericAccountOwnerManager() # Default filtered manager
class Meta:
verbose_name = _("Installment Plan")
verbose_name_plural = _("Installment Plans")
@@ -440,7 +525,7 @@ class InstallmentPlan(models.Model):
transaction_date = self.start_date + delta
transaction_reference_date = (self.reference_date + delta).replace(day=1)
new_transaction = Transaction.objects.create(
new_transaction = Transaction.all_objects.create(
account=self.account,
type=self.type,
date=transaction_date,
@@ -500,7 +585,7 @@ class InstallmentPlan(models.Model):
existing_transaction.entities.set(self.entities.all())
else:
# If the transaction doesn't exist, create a new one
new_transaction = Transaction.objects.create(
new_transaction = Transaction.all_objects.create(
account=self.account,
type=self.type,
date=transaction_date,
@@ -587,6 +672,9 @@ class RecurringTransaction(models.Model):
verbose_name=_("Last Generated Reference Date"), null=True, blank=True
)
all_objects = models.Manager() # Unfiltered manager
objects = GenericAccountOwnerManager() # Default filtered manager
class Meta:
verbose_name = _("Recurring Transaction")
verbose_name_plural = _("Recurring Transactions")
@@ -624,7 +712,7 @@ class RecurringTransaction(models.Model):
)
def create_transaction(self, date, reference_date):
created_transaction = Transaction.objects.create(
created_transaction = Transaction.all_objects.create(
account=self.account,
type=self.type,
date=date,

6
app/apps/transactions/tasks.py
View File

@@ -34,7 +34,7 @@ def cleanup_deleted_transactions(timestamp=None):
if not settings.ENABLE_SOFT_DELETE:
# Hard delete all soft-deleted transactions
deleted_count, _ = Transaction.deleted_objects.all().hard_delete()
deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
return (
f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
)
@@ -47,7 +47,9 @@ def cleanup_deleted_transactions(timestamp=None):
invalidate()
# Hard delete soft-deleted transactions older than the cutoff date
old_transactions = Transaction.deleted_objects.filter(deleted_at__lt=cutoff_date)
old_transactions = Transaction.userless_deleted_objects.filter(
deleted_at__lt=cutoff_date
)
deleted_count, _ = old_transactions.hard_delete()
return f"Hard deleted {deleted_count} objects older than {settings.KEEP_DELETED_TRANSACTIONS_FOR} days."

30
app/apps/transactions/urls.py
View File

@@ -131,6 +131,16 @@ urlpatterns = [
views.tag_delete,
name="tag_delete",
),
path(
"tags/<int:tag_id>/take-ownership/",
views.tag_take_ownership,
name="tag_take_ownership",
),
path(
"tags/<int:pk>/share/",
views.tag_share,
name="tag_share_settings",
),
path("entities/", views.entities_index, name="entities_index"),
path("entities/list/", views.entities_list, name="entities_list"),
path(
@@ -154,6 +164,16 @@ urlpatterns = [
views.entity_delete,
name="entity_delete",
),
path(
"entities/<int:entity_id>/take-ownership/",
views.entity_take_ownership,
name="entity_take_ownership",
),
path(
"entities/<int:pk>/share/",
views.entity_share,
name="entity_share_settings",
),
path("categories/", views.categories_index, name="categories_index"),
path("categories/list/", views.categories_list, name="categories_list"),
path(
@@ -177,6 +197,16 @@ urlpatterns = [
views.category_delete,
name="category_delete",
),
path(
"categories/<int:pk>/share/",
views.category_share,
name="category_share_settings",
),
path(
"categories/<int:category_id>/take-ownership/",
views.category_take_ownership,
name="category_take_ownership",
),
path(
"installment-plans/",
views.installment_plans_index,

80
app/apps/transactions/views/categories.py
View File

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
from apps.common.decorators.htmx import only_htmx
from apps.transactions.forms import TransactionCategoryForm
from apps.transactions.models import TransactionCategory
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -85,6 +87,16 @@ def category_add(request, **kwargs):
def category_edit(request, category_id):
category = get_object_or_404(TransactionCategory, id=category_id)
if category.owner and category.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = TransactionCategoryForm(request.POST, instance=category)
if form.is_valid():
@@ -107,15 +119,77 @@ def category_edit(request, category_id):
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def category_share(request, pk):
obj = get_object_or_404(TransactionCategory, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"categories/fragments/share.html",
{"form": form, "object": obj},
)
@only_htmx
@login_required
@require_http_methods(["DELETE"])
def category_delete(request, category_id):
category = get_object_or_404(TransactionCategory, id=category_id)
category.delete()
messages.success(request, _("Category deleted successfully"))
if category.owner != request.user and request.user in category.shared_with.all():
category.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
category.delete()
messages.success(request, _("Category deleted successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def category_take_ownership(request, category_id):
category = get_object_or_404(TransactionCategory, id=category_id)
if not category.owner:
category.owner = request.user
category.visibility = SharedObject.Visibility.private
category.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,

80
app/apps/transactions/views/entities.py
View File

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
from apps.common.decorators.htmx import only_htmx
from apps.transactions.forms import TransactionEntityForm
from apps.transactions.models import TransactionEntity
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -85,6 +87,16 @@ def entity_add(request, **kwargs):
def entity_edit(request, entity_id):
entity = get_object_or_404(TransactionEntity, id=entity_id)
if entity.owner and entity.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = TransactionEntityForm(request.POST, instance=entity)
if form.is_valid():
@@ -113,9 +125,12 @@ def entity_edit(request, entity_id):
def entity_delete(request, entity_id):
entity = get_object_or_404(TransactionEntity, id=entity_id)
entity.delete()
messages.success(request, _("Entity deleted successfully"))
if entity.owner != request.user and request.user in entity.shared_with.all():
entity.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
entity.delete()
messages.success(request, _("Entity deleted successfully"))
return HttpResponse(
status=204,
@@ -123,3 +138,62 @@ def entity_delete(request, entity_id):
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def entity_take_ownership(request, entity_id):
entity = get_object_or_404(TransactionEntity, id=entity_id)
if not entity.owner:
entity.owner = request.user
entity.visibility = SharedObject.Visibility.private
entity.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def entity_share(request, pk):
obj = get_object_or_404(TransactionEntity, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"entities/fragments/share.html",
{"form": form, "object": obj},
)

80
app/apps/transactions/views/tags.py
View File

@@ -8,6 +8,8 @@ from django.views.decorators.http import require_http_methods
from apps.common.decorators.htmx import only_htmx
from apps.transactions.forms import TransactionTagForm
from apps.transactions.models import TransactionTag
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
@login_required
@@ -85,6 +87,16 @@ def tag_add(request, **kwargs):
def tag_edit(request, tag_id):
tag = get_object_or_404(TransactionTag, id=tag_id)
if tag.owner and tag.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = TransactionTagForm(request.POST, instance=tag)
if form.is_valid():
@@ -113,9 +125,12 @@ def tag_edit(request, tag_id):
def tag_delete(request, tag_id):
tag = get_object_or_404(TransactionTag, id=tag_id)
tag.delete()
messages.success(request, _("Tag deleted successfully"))
if tag.owner != request.user and request.user in tag.shared_with.all():
tag.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
tag.delete()
messages.success(request, _("Tag deleted successfully"))
return HttpResponse(
status=204,
@@ -123,3 +138,62 @@ def tag_delete(request, tag_id):
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def tag_take_ownership(request, tag_id):
tag = get_object_or_404(TransactionTag, id=tag_id)
if not tag.owner:
tag.owner = request.user
tag.visibility = SharedObject.Visibility.private
tag.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def tag_share(request, pk):
obj = get_object_or_404(TransactionTag, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"tags/fragments/share.html",
{"form": form, "object": obj},
)

2
app/apps/users/models.py
View File

@@ -18,7 +18,7 @@ class User(AbstractUser):
REQUIRED_FIELDS = []
def __str__(self):
return f"{self.first_name} {self.last_name} ({self.email})"
return self.email
class UserSettings(models.Model):

96
app/templates/account_groups/fragments/list.html
View File

@@ -2,13 +2,13 @@
<div class="container px-md-3 py-3 column-gap-5">
<div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
{% spaceless %}
<div>{% translate 'Account Groups' %}<span>
<div>{% translate 'Account Groups' %}<span>
<a class="text-decoration-none tw-text-2xl p-1 category-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Add" %}"
hx-get="{% url 'account_group_add' %}"
hx-target="#generic-offcanvas">
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Add" %}"
hx-get="{% url 'account_group_add' %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-circle-plus fa-fw"></i></a>
</span></div>
{% endspaceless %}
@@ -17,46 +17,64 @@
<div class="card">
<div class="card-body table-responsive">
{% if account_groups %}
<c-config.search></c-config.search>
<table class="table table-hover">
<thead>
<c-config.search></c-config.search>
<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>
</thead>
<tbody>
{% for account_group in account_groups %}
<tr class="account_group">
<td class="col-auto">
<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 'account_group_edit' pk=account_group.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'account_group_delete' pk=account_group.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
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">{{ account_group.name }}</td>
</tr>
<tr class="account_group">
<td class="col-auto">
<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 'account_group_edit' pk=account_group.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'account_group_delete' pk=account_group.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
{% if not account_group.owner %}
<a class="btn btn-secondary btn-sm text-warning"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'account_group_take_ownership' pk=account_group.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == account_group.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
hx-target="#generic-offcanvas"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'account_group_share_settings' pk=account_group.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col">{{ account_group.name }}</td>
</tr>
{% endfor %}
</tbody>
</table>
</tbody>
</table>
{% else %}
<c-msg.empty title="{% translate "No account groups" %}" remove-padding></c-msg.empty>
<c-msg.empty title="{% translate "No account groups" %}" remove-padding></c-msg.empty>
{% endif %}
</div>
</div>

11
app/templates/account_groups/fragments/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "account_groups_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

18
app/templates/accounts/fragments/list.html
View File

@@ -53,6 +53,24 @@
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
{% if not account.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'account_take_ownership' pk=account.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == account.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
hx-target="#generic-offcanvas"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'account_share_settings' pk=account.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col">{{ account.name }}</td>

11
app/templates/accounts/fragments/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "account_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

11
app/templates/categories/fragments/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "category_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

18
app/templates/categories/fragments/table.html
View File

@@ -42,6 +42,24 @@
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
{% if not category.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'category_take_ownership' category_id=category.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == category.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
hx-target="#generic-offcanvas"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'category_share_settings' pk=category.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col">{{ category.name }}</td>

85
app/templates/dca/fragments/strategy/list.html
View File

@@ -17,40 +17,59 @@
<div class="row row-cols-1 row-cols-md-2 row-cols-lg-3 row-cols-xl-4 gy-3 gx-3">
{% for strategy in strategies %}
<div class="col">
<div class="card h-100">
<div class="card-header">
<span class="badge rounded-pill text-bg-secondary">{{ strategy.payment_currency.name }}</span> x <span class="badge rounded-pill text-bg-secondary">{{ strategy.target_currency.name }}</span>
</div>
<a href="{% url 'dca_strategy_detail_index' strategy_id=strategy.id %}" hx-boost="true" class="text-decoration-none card-body">
<div class="">
<div class="card-title tw-text-xl">{{ strategy.name }}</div>
<div class="card-text tw-text-gray-400">{{ strategy.notes }}</div>
</div>
</a>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'dca_strategy_edit' strategy_id=strategy.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i>
</a>
<a class="text-danger text-decoration-none p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'dca_strategy_delete' strategy_id=strategy.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal">
<i class="fa-solid fa-trash fa-fw"></i>
</a>
</div>
<div class="card h-100">
<div class="card-header">
<span class="badge rounded-pill text-bg-secondary">{{ strategy.payment_currency.name }}</span> x <span
class="badge rounded-pill text-bg-secondary">{{ strategy.target_currency.name }}</span>
</div>
<a href="{% url 'dca_strategy_detail_index' strategy_id=strategy.id %}" hx-boost="true"
class="text-decoration-none card-body">
<div class="">
<div class="card-title tw-text-xl">{{ strategy.name }}</div>
<div class="card-text tw-text-gray-400">{{ strategy.notes }}</div>
</div>
</a>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'dca_strategy_edit' strategy_id=strategy.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i>
</a>
<a class="text-danger text-decoration-none p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'dca_strategy_delete' strategy_id=strategy.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal">
<i class="fa-solid fa-trash fa-fw"></i>
</a>
{% if not strategy.owner %}
<a class="text-primary text-decoration-none p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'dca_strategy_take_ownership' strategy_id=strategy.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == strategy.owner %}
<a class="text-primary text-decoration-none p-1"
role="button"
hx-target="#generic-offcanvas"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'dca_strategy_share_settings' pk=strategy.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</div>
</div>
{% endfor %}
</div>

11
app/templates/dca/fragments/strategy/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "dca_strategy_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

11
app/templates/entities/fragments/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "entity_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

108
app/templates/entities/fragments/table.html
View File

@@ -6,50 +6,68 @@
<div class="show-loading" hx-get="{% url 'entities_table_archived' %}" hx-trigger="updated from:window"
hx-swap="outerHTML">
{% endif %}
{% if entities %}
<div class="table-responsive">
<c-config.search></c-config.search>
<table class="table table-hover">
<thead>
<tr>
<th scope="col" class="col-auto"></th>
<th scope="col" class="col">{% translate 'Name' %}</th>
{% if entities %}
<div class="table-responsive">
<c-config.search></c-config.search>
<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 entity in entities %}
<tr class="entity">
<td class="col-auto">
<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
<a class="btn btn-secondary btn-sm"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'entity_edit' entity_id=entity.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'entity_delete' entity_id=entity.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
{% if not entity.owner %}
<a class="btn btn-secondary btn-sm text-warning"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'entity_take_ownership' entity_id=entity.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == entity.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
hx-target="#generic-offcanvas"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'entity_share_settings' pk=entity.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col">{{ entity.name }}</td>
</tr>
</thead>
<tbody>
{% for entity in entities %}
<tr class="entity">
<td class="col-auto">
<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
<a class="btn btn-secondary btn-sm"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'entity_edit' entity_id=entity.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'entity_delete' entity_id=entity.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
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">{{ entity.name }}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<c-msg.empty title="{% translate "No entities" %}" remove-padding></c-msg.empty>
{% endif %}
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<c-msg.empty title="{% translate "No entities" %}" remove-padding></c-msg.empty>
{% endif %}
</div>

2
app/templates/includes/navbar.html
View File

@@ -132,8 +132,10 @@
href="{% url 'rules_index' %}">{% translate 'Rules' %}</a></li>
<li><a class="dropdown-item {% active_link views='import_profiles_index' %}"
href="{% url 'import_profiles_index' %}">{% translate 'Import' %} <span class="badge text-bg-primary">beta</span></a></li>
{% if user.is_superuser %}
<li><a class="dropdown-item {% active_link views='export_index' %}"
href="{% url 'export_index' %}">{% translate 'Export and Restore' %}</a></li>
{% endif %}
<li><a class="dropdown-item {% active_link views='automatic_exchange_rates_index' %}"
href="{% url 'automatic_exchange_rates_index' %}">{% translate 'Automatic Exchange Rates' %}</a></li>
<li>

122
app/templates/rules/fragments/list.html
View File

@@ -2,13 +2,13 @@
<div class="container px-md-3 py-3 column-gap-5">
<div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
{% spaceless %}
<div>{% translate 'Rules' %}<span>
<div>{% translate 'Rules' %}<span>
<a class="text-decoration-none tw-text-2xl p-1 category-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Add" %}"
hx-get="{% url 'transaction_rule_add' %}"
hx-target="#generic-offcanvas">
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Add" %}"
hx-get="{% url 'transaction_rule_add' %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-circle-plus fa-fw"></i></a>
</span></div>
{% endspaceless %}
@@ -17,59 +17,79 @@
<div class="card">
<div class="card-body table-responsive">
{% if transaction_rules %}
<c-config.search></c-config.search>
<table class="table table-hover">
<thead>
<c-config.search></c-config.search>
<table class="table table-hover">
<thead>
<tr>
<th scope="col" class="col-auto"></th>
<th scope="col" class="col-auto"></th>
<th scope="col" class="col">{% translate 'Name' %}</th>
</tr>
</thead>
<tbody>
</thead>
<tbody>
{% for rule in transaction_rules %}
<tr class="transaction_rule">
<td class="col-auto">
<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 "View" %}"
hx-get="{% url 'transaction_rule_view' transaction_rule_id=rule.id %}"
hx-target="#persistent-generic-offcanvas-left">
<i class="fa-solid fa-eye fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_rule_delete' transaction_rule_id=rule.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
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-auto">
<a class="text-decoration-none"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% if rule.active %}{% translate "Deactivate" %}{% else %}{% translate "Activate" %}{% endif %}"
hx-get="{% url 'transaction_rule_toggle_activity' transaction_rule_id=rule.id %}">
{% if rule.active %}<i class="fa-solid fa-toggle-on tw-text-green-400"></i>{% else %}<i class="fa-solid fa-toggle-off tw-text-red-400"></i>{% endif %}
</a>
</td>
<td class="col">
<div>{{ rule.name }}</div>
<div class="tw-text-gray-400">{{ rule.description }}</div>
</td>
</tr>
<tr class="transaction_rule">
<td class="col-auto">
<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 "View" %}"
hx-get="{% url 'transaction_rule_view' transaction_rule_id=rule.id %}"
hx-target="#persistent-generic-offcanvas-left">
<i class="fa-solid fa-eye fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_rule_delete' transaction_rule_id=rule.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
{% if not rule.owner %}
<a class="btn btn-secondary btn-sm text-warning"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'transaction_rule_take_ownership' transaction_rule_id=rule.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == rule.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
hx-target="#generic-offcanvas"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'transaction_rule_share_settings' pk=rule.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col-auto">
<a class="text-decoration-none"
role="button"
data-bs-toggle="tooltip"
data-bs-title="
{% if rule.active %}{% translate "Deactivate" %}{% else %}{% translate "Activate" %}{% endif %}"
hx-get="{% url 'transaction_rule_toggle_activity' transaction_rule_id=rule.id %}">
{% if rule.active %}<i class="fa-solid fa-toggle-on tw-text-green-400"></i>{% else %}
<i class="fa-solid fa-toggle-off tw-text-red-400"></i>{% endif %}
</a>
</td>
<td class="col">
<div>{{ rule.name }}</div>
<div class="tw-text-gray-400">{{ rule.description }}</div>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</tbody>
</table>
{% else %}
<c-msg.empty title="{% translate "No rules" %}" remove-padding></c-msg.empty>
<c-msg.empty title="{% translate "No rules" %}" remove-padding></c-msg.empty>
{% endif %}
</div>
</div>

11
app/templates/rules/fragments/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "transaction_rule_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

11
app/templates/tags/fragments/share.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Share settings' %}{% endblock %}
{% block body %}
<form hx-post="{% url "tag_share_settings" pk=object.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

108
app/templates/tags/fragments/table.html
View File

@@ -6,50 +6,68 @@
<div class="show-loading" hx-get="{% url 'tags_table_archived' %}" hx-trigger="updated from:window"
hx-swap="outerHTML">
{% endif %}
{% if tags %}
<div class="table-responsive">
<c-config.search></c-config.search>
<table class="table table-hover">
<thead>
<tr>
<th scope="col" class="col-auto"></th>
<th scope="col" class="col">{% translate 'Name' %}</th>
{% if tags %}
<div class="table-responsive">
<c-config.search></c-config.search>
<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 tag in tags %}
<tr class="tag">
<td class="col-auto">
<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
<a class="btn btn-secondary btn-sm"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'tag_edit' tag_id=tag.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
data-bs-toggle="tooltip"
hx-swap="innerHTML"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'tag_delete' tag_id=tag.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
{% if not tag.owner %}
<a class="btn btn-secondary btn-sm text-warning"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Take ownership" %}"
hx-get="{% url 'tag_take_ownership' tag_id=tag.id %}">
<i class="fa-solid fa-crown fa-fw"></i></a>
{% endif %}
{% if user == tag.owner %}
<a class="btn btn-secondary btn-sm text-primary"
role="button"
hx-target="#generic-offcanvas"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Share" %}"
hx-get="{% url 'tag_share_settings' pk=tag.id %}">
<i class="fa-solid fa-share fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col">{{ tag.name }}</td>
</tr>
</thead>
<tbody>
{% for tag in tags %}
<tr class="tag">
<td class="col-auto">
<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
<a class="btn btn-secondary btn-sm"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'tag_edit' tag_id=tag.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
<a class="btn btn-secondary btn-sm text-danger"
role="button"
data-bs-toggle="tooltip"
hx-swap="innerHTML"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'tag_delete' tag_id=tag.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
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">{{ tag.name }}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<c-msg.empty title="{% translate "No tags" %}" remove-padding></c-msg.empty>
{% endif %}
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<c-msg.empty title="{% translate "No tags" %}" remove-padding></c-msg.empty>
{% endif %}
</div>