feat: bulk edit selected transactions

app/apps/transactions/forms.py

@@ -223,6 +223,43 @@ class TransactionForm(forms.ModelForm):
         return instance
 
 
+class BulkEditTransactionForm(TransactionForm):
+    is_paid = forms.NullBooleanField(required=False)
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        # Make all fields optional
+        for field_name, field in self.fields.items():
+            field.required = False
+
+        del self.helper.layout[-1]  # Remove button
+        del self.helper.layout[0:2]  # Remove type, is_paid field
+
+        self.helper.layout.insert(
+            0,
+            Field(
+                "type",
+                template="transactions/widgets/unselectable_income_expense_toggle_buttons.html",
+            ),
+        )
+
+        self.helper.layout.insert(
+            1,
+            Field(
+                "is_paid",
+                template="transactions/widgets/unselectable_paid_toggle_button.html",
+            ),
+        )
+
+        self.helper.layout.append(
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(
         queryset=Account.objects.filter(is_archived=False),

app/apps/transactions/urls.py

@@ -41,6 +41,11 @@ urlpatterns = [
         views.transaction_edit,
         name="transaction_edit",
     ),
+    path(
+        "transactions/bulk-edit/",
+        views.transactions_bulk_edit,
+        name="transactions_bulk_edit",
+    ),
     path(
         "transaction/<int:transaction_id>/clone/",
         views.transaction_clone,

app/apps/transactions/views/transactions.py

@@ -12,9 +12,13 @@ from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
 from apps.common.utils.dicts import remove_falsey_entries
-from apps.rules.signals import transaction_created
+from apps.rules.signals import transaction_created, transaction_updated
 from apps.transactions.filters import TransactionsFilter
-from apps.transactions.forms import TransactionForm, TransferForm
+from apps.transactions.forms import (
+    TransactionForm,
+    TransferForm,
+    BulkEditTransactionForm,
+)
 from apps.transactions.models import Transaction
 from apps.transactions.utils.calculations import (
     calculate_currency_totals,
@@ -135,6 +139,61 @@ def transaction_edit(request, transaction_id, **kwargs):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def transactions_bulk_edit(request):
+    # Get selected transaction IDs from the URL parameter
+    transaction_ids = request.GET.getlist("transactions") or request.POST.getlist(
+        "transactions"
+    )
+    print(transaction_ids)
+    # Load the selected transactions
+    transactions = Transaction.objects.filter(id__in=transaction_ids)
+
+    if request.method == "POST":
+        form = BulkEditTransactionForm(request.POST, user=request.user)
+        if form.is_valid():
+            print(form.cleaned_data)
+            # Apply changes from the form to all selected transactions
+            for transaction in transactions:
+                for field_name, value in form.cleaned_data.items():
+                    if value or isinstance(
+                        value, bool
+                    ):  # Only update fields that have been filled in the form
+                        if field_name == "tags":
+                            transaction.tags.set(value)
+                        elif field_name == "entities":
+                            transaction.entities.set(value)
+                        else:
+                            setattr(transaction, field_name, value)
+
+                print(transaction.is_paid)
+                transaction.save()
+                transaction_updated.send(sender=transaction)
+
+            messages.success(
+                request,
+                _("{count} transactions updated successfully").format(
+                    count=len(transaction_ids)
+                ),
+            )
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "updated, hide_offcanvas"},
+            )
+    else:
+        form = BulkEditTransactionForm(
+            initial={"is_paid": None, "type": None}, user=request.user
+        )
+
+    context = {
+        "form": form,
+        "transactions": transactions,
+    }
+    return render(request, "transactions/fragments/bulk_edit.html", context)
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET", "POST"])

app/templates/transactions/fragments/bulk_edit.html

@@ -0,0 +1,17 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Bulk Editing' %}{% endblock %}
+
+{% block body %}
+<p>{% trans 'Editing' %} {{ transactions|length }} {% trans 'transactions' %}</p>
+<div class="editing-transactions">
+  {% for transaction in transactions %}
+    <input type="hidden" name="transactions" value="{{ transaction.id }}"/>
+  {% endfor %}
+</div>
+<form hx-post="{% url 'transactions_bulk_edit' %}" hx-target="#generic-offcanvas" hx-include=".editing-transactions" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/transactions/widgets/paid_toggle_button.html

@@ -15,4 +15,4 @@
     {% if field.help_text %}
         <div class="help-text">{{ field.help_text|safe }}</div>
     {% endif %}
-</div>
+</div>

app/templates/transactions/widgets/unselectable_income_expense_toggle_buttons.html

@@ -0,0 +1,40 @@
+{% load i18n %}
+{% load crispy_forms_field %}
+
+<div class="form-group mb-3">
+    <div class="btn-group w-100" role="group" aria-label="{{ field.label }}">
+            <input type="radio"
+                   class="btn-check"
+                   name="{{ field.html_name }}"
+                   id="{{ field.html_name }}_none_tr"
+                   value=""
+                   {% if field.value is None %}checked{% endif %}>
+            <label class="btn btn-outline-secondary {% if field.errors %}is-invalid{% endif %} w-100"
+                   for="{{ field.html_name }}_none_tr">
+                {% trans 'Unchanged' %}
+            </label>
+
+        {% for choice in field.field.choices %}
+            <input type="radio"
+                   class="btn-check"
+                   name="{{ field.html_name }}"
+                   id="{{ field.html_name }}_{{ forloop.counter }}_tr"
+                   value="{{ choice.0 }}"
+                   {% if choice.0 == field.value %}checked{% endif %}>
+            <label class="btn {% if forloop.first %}btn-outline-success{% elif forloop.last %}btn-outline-danger{% else %}btn-outline-primary{% endif %} {% if field.errors %}is-invalid{% endif %} w-100"
+                   for="{{ field.html_name }}_{{ forloop.counter }}_tr">
+                {{ choice.1 }}
+            </label>
+        {% endfor %}
+    </div>
+    {% if field.errors %}
+        <div class="invalid-feedback d-block">
+            {% for error in field.errors %}
+                {{ error }}
+            {% endfor %}
+        </div>
+    {% endif %}
+    {% if field.help_text %}
+        <small class="form-text text-muted">{{ field.help_text }}</small>
+    {% endif %}
+</div>

app/templates/transactions/widgets/unselectable_paid_toggle_button.html

@@ -0,0 +1,22 @@
+{% load i18n %}
+{% load crispy_forms_field %}
+
+<div class="form-group mb-3">
+    <div class="btn-group w-100" role="group" aria-label="{{ field.label }}">
+        <input type="radio" class="btn-check" name="{{ field.name }}" id="{{ field.id_for_label }}_null"
+               value="" {% if field.value is None %}checked{% endif %}>
+        <label class="btn btn-outline-secondary w-100" for="{{ field.id_for_label }}_null">{% trans 'Unchaged' %}</label>
+
+        <input type="radio" class="btn-check" name="{{ field.name }}" id="{{ field.id_for_label }}_false"
+               value="false" {% if field.value is False %}checked{% endif %}">
+        <label class="btn btn-outline-primary w-100" for="{{ field.id_for_label }}_false">{% trans 'Projected' %}</label>
+
+        <input type="radio" class="btn-check" name="{{ field.name }}" id="{{ field.id_for_label }}_true"
+               value="true" {% if field.value is True %}checked{% endif %}>
+        <label class="btn btn-outline-success w-100" for="{{ field.id_for_label }}_true">{% trans 'Paid' %}</label>
+    </div>
+
+    {% if field.help_text %}
+        <div class="help-text">{{ field.help_text|safe }}</div>
+    {% endif %}
+</div>