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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat: add Transaction Entity

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This commit is contained in:
Herculino Trotta
2024-11-30 17:12:35 -03:00
parent 28c8a961bc
commit 2382abf3c0
21 changed files with 517 additions and 11 deletions
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74
app/apps/transactions/forms.py
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@@ -25,6 +25,7 @@ from apps.transactions.models import (
TransactionTag,
InstallmentPlan,
RecurringTransaction,
TransactionEntity,
)
from apps.rules.signals import transaction_created, transaction_updated
@@ -42,6 +43,13 @@ class TransactionForm(forms.ModelForm):
required=False,
label=_("Tags"),
)
entities = DynamicModelMultipleChoiceField(
model=TransactionEntity,
to_field_name="name",
create_field="name",
required=False,
label=_("Entities"),
)
account = forms.ModelChoiceField(
queryset=Account.objects.filter(is_archived=False),
label=_("Account"),
@@ -62,6 +70,7 @@ class TransactionForm(forms.ModelForm):
"notes",
"category",
"tags",
"entities",
]
widgets = {
"date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
@@ -81,7 +90,11 @@ class TransactionForm(forms.ModelForm):
template="transactions/widgets/income_expense_toggle_buttons.html",
),
Switch("is_paid"),
"account",
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("date", css_class="form-group col-md-6 mb-0"),
Column("reference_date", css_class="form-group col-md-6 mb-0"),
@@ -351,6 +364,13 @@ class InstallmentPlanForm(forms.ModelForm):
required=False,
label=_("Category"),
)
entities = DynamicModelMultipleChoiceField(
model=TransactionEntity,
to_field_name="name",
create_field="name",
required=False,
label=_("Entities"),
)
type = forms.ChoiceField(choices=Transaction.Type.choices)
reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
@@ -369,6 +389,7 @@ class InstallmentPlanForm(forms.ModelForm):
"tags",
"notes",
"installment_start",
"entities",
]
widgets = {
"start_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
@@ -389,7 +410,11 @@ class InstallmentPlanForm(forms.ModelForm):
"type",
template="transactions/widgets/income_expense_toggle_buttons.html",
),
"account",
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",
),
"description",
"notes",
Row(
@@ -474,6 +499,38 @@ class TransactionTagForm(forms.ModelForm):
)
class TransactionEntityForm(forms.ModelForm):
class Meta:
model = TransactionEntity
fields = ["name"]
labels = {"name": _("Entity name")}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.form_method = "post"
self.helper.layout = Layout(Field("name", css_class="mb-3"))
if self.instance and self.instance.pk:
self.helper.layout.append(
FormActions(
NoClassSubmit(
"submit", _("Update"), css_class="btn btn-outline-primary w-100"
),
),
)
else:
self.helper.layout.append(
FormActions(
NoClassSubmit(
"submit", _("Add"), css_class="btn btn-outline-primary w-100"
),
),
)
class TransactionCategoryForm(forms.ModelForm):
class Meta:
model = TransactionCategory
@@ -527,6 +584,13 @@ class RecurringTransactionForm(forms.ModelForm):
required=False,
label=_("Category"),
)
entities = DynamicModelMultipleChoiceField(
model=TransactionEntity,
to_field_name="name",
create_field="name",
required=False,
label=_("Entities"),
)
type = forms.ChoiceField(choices=Transaction.Type.choices)
reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
@@ -568,7 +632,11 @@ class RecurringTransactionForm(forms.ModelForm):
"type",
template="transactions/widgets/income_expense_toggle_buttons.html",
),
"account",
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",
),
"description",
"amount",
Row(