changes

app/apps/transactions/forms.py

@@ -389,35 +389,115 @@ class QuickTransactionForm(forms.ModelForm):
             )
 
 
-class BulkEditTransactionForm(TransactionForm):
-    is_paid = forms.NullBooleanField(required=False)
+class BulkEditTransactionForm(forms.Form):
+    type = forms.ChoiceField(
+        choices=(Transaction.Type.choices),
+        required=False,
+        label=_("Type"),
+    )
+    is_paid = forms.NullBooleanField(
+        required=False,
+        label=_("Paid"),
+    )
+    account = DynamicModelChoiceField(
+        model=Account,
+        required=False,
+        label=_("Account"),
+        queryset=Account.objects.filter(is_archived=False),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+    date = forms.DateField(
+        label=_("Date"),
+        required=False,
+        widget=AirDatePickerInput(clear_button=False),
+    )
+    reference_date = forms.DateField(
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
+    )
+    amount = forms.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        required=False,
+        label=_("Amount"),
+        widget=ArbitraryDecimalDisplayNumberInput(),
+    )
+    description = forms.CharField(
+        max_length=500, required=False, label=_("Description")
+    )
+    notes = forms.CharField(
+        required=False,
+        widget=forms.Textarea(attrs={"rows": 3}),
+        label=_("Notes"),
+    )
+    category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    entities = DynamicModelMultipleChoiceField(
+        model=TransactionEntity,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Entities"),
+        queryset=TransactionEntity.objects.all(),
+    )
 
     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.fields["account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
 
-        self.helper.layout.insert(
-            0,
+        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
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
             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(
+            Row(
+                Column("account", css_class="form-group col-md-6 mb-0"),
+                Column("entities", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            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"),
+            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",
             FormActions(
                 NoClassSubmit(
                     "submit", _("Update"), css_class="btn btn-outline-primary w-100"
@@ -425,6 +505,9 @@ class BulkEditTransactionForm(TransactionForm):
             ),
         )
 
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(

app/apps/transactions/models.py

@@ -462,6 +462,48 @@ class Transaction(OwnedObject):
         description = self.description or _("No description")
         return f"[{frmt_date}][{type_display}][{account}] {description} • {category} • {tags} • {amount}"
 
+    def deepcopy(self, memo=None):
+        """
+        Creates a deep copy of the transaction instance.
+
+        This method returns a new, unsaved Transaction instance with the same
+        values as the original, including its many-to-many relationships.
+        The primary key and any other unique fields are reset to avoid
+        database integrity errors upon saving.
+        """
+        if memo is None:
+            memo = {}
+
+        # Create a new instance of the class
+        new_obj = self.__class__()
+        memo[id(self)] = new_obj
+
+        # Copy all concrete fields from the original to the new object
+        for field in self._meta.concrete_fields:
+            # Skip the primary key to allow the database to generate a new one
+            if field.primary_key:
+                continue
+
+            # Reset any unique fields to None to avoid constraint violations
+            if field.unique and field.name == "internal_id":
+                setattr(new_obj, field.name, None)
+                continue
+
+            # Copy the value of the field
+            setattr(new_obj, field.name, getattr(self, field.name))
+
+        # Save the new object to the database to get a primary key
+        new_obj.save()
+
+        # Copy the many-to-many relationships
+        for field in self._meta.many_to_many:
+            source_manager = getattr(self, field.name)
+            destination_manager = getattr(new_obj, field.name)
+            # Set the M2M relationships for the new object
+            destination_manager.set(source_manager.all())
+
+        return new_obj
+
 
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):