feat: add new /add/ endpoint for quickly adding new transactions

app/WYGIWYH/settings.py

@@ -363,7 +363,13 @@ PWA_APP_SPLASH_SCREEN = [
 ]
 PWA_APP_DIR = "ltr"
 PWA_APP_LANG = "en-US"
-PWA_APP_SHORTCUTS = []
+PWA_APP_SHORTCUTS = [
+    {
+        "name": "New Transaction",
+        "url": "/add/",
+        "description": "Add new transaction",
+    }
+]
 PWA_APP_SCREENSHOTS = [
     {
         "src": "/static/img/pwa/splash-750x1334.png",

app/apps/transactions/forms.py

@@ -1,5 +1,5 @@
-from crispy_bootstrap5.bootstrap5 import Switch
-from crispy_forms.bootstrap import FormActions
+from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
+from crispy_forms.bootstrap import FormActions, AccordionGroup
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import (
     Layout,
@@ -136,6 +136,46 @@ class TransactionForm(forms.ModelForm):
             "notes",
         )
 
+        self.helper_simple = FormHelper()
+        self.helper_simple.form_tag = False
+        self.helper_simple.form_method = "post"
+        self.helper_simple.layout = Layout(
+            Field(
+                "type",
+                template="transactions/widgets/income_expense_toggle_buttons.html",
+            ),
+            Field("is_paid", template="transactions/widgets/paid_toggle_button.html"),
+            "account",
+            Row(
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            BS5Accordion(
+                AccordionGroup(
+                    _("More"),
+                    "entities",
+                    Row(
+                        Column("category", css_class="form-group col-md-6 mb-0"),
+                        Column("tags", css_class="form-group col-md-6 mb-0"),
+                        css_class="form-row",
+                    ),
+                    "notes",
+                    active=False,
+                ),
+                flush=False,
+                always_open=False,
+                css_class="mb-3",
+            ),
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
         self.fields["reference_date"].required = False
         self.fields["date"].widget = AirDatePickerInput(clear_button=False, user=user)
 

app/apps/transactions/urls.py

@@ -51,6 +51,11 @@ urlpatterns = [
         views.transaction_add,
         name="transaction_add",
     ),
+    path(
+        "add/",
+        views.transaction_simple_add,
+        name="transaction_simple_add",
+    ),
     path(
         "transactions/transfer",
         views.transactions_transfer,

app/apps/transactions/views/transactions.py

@@ -65,6 +65,50 @@ def transaction_add(request):
     )
 
 
+@login_required
+@require_http_methods(["GET", "POST"])
+def transaction_simple_add(request):
+    month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
+    year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
+    transaction_type = Transaction.Type(request.GET.get("type", "IN"))
+
+    now = timezone.localdate(timezone.now())
+    expected_date = datetime.datetime(
+        day=now.day if month == now.month and year == now.year else 1,
+        month=month,
+        year=year,
+    ).date()
+
+    if request.method == "POST":
+        form = TransactionForm(request.POST, user=request.user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Transaction added successfully"))
+
+        form = TransactionForm(
+            user=request.user,
+            initial={
+                "date": expected_date,
+                "type": transaction_type,
+            },
+        )
+
+    else:
+        form = TransactionForm(
+            user=request.user,
+            initial={
+                "date": expected_date,
+                "type": transaction_type,
+            },
+        )
+
+    return render(
+        request,
+        "transactions/pages/add.html",
+        {"form": form},
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET", "POST"])

app/templates/transactions/pages/add.html

@@ -0,0 +1,15 @@
+{% extends 'layouts/base.html' %}
+{% load crispy_forms_tags %}
+{% load i18n %}
+
+{% block title %}{% translate 'New transaction' %}{% endblock %}
+
+{% block content %}
+<div class="container py-3 column-gap-5"
+     _="install init_tom_select
+        install init_datepicker">
+  <form hx-post="{% url 'transaction_simple_add' %}" hx-swap="outerHTML" hx-target="body" novalidate>
+    {% crispy form form.helper_simple %}
+  </form>
+</div>
+{% endblock %}