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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat(transactions): add option for removing Recurring/Installment descriptions and notes from generated transactions

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#209
This commit is contained in:
Herculino Trotta
2025-03-09 17:50:27 -03:00
parent 3c6b52462a
commit 3809f82b60
3 changed files with 79 additions and 10 deletions
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48
app/apps/transactions/models.py
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@@ -493,6 +493,13 @@ class InstallmentPlan(models.Model):
notes = models.TextField(blank=True, verbose_name=_("Notes"))
add_description_to_transaction = models.BooleanField(
default=True, verbose_name=_("Add description to transactions")
)
add_notes_to_transaction = models.BooleanField(
default=True, verbose_name=_("Add notes to transactions")
)
all_objects = models.Manager() # Unfiltered manager
objects = GenericAccountOwnerManager() # Default filtered manager
@@ -557,11 +564,13 @@ class InstallmentPlan(models.Model):
is_paid=False,
reference_date=transaction_reference_date,
amount=self.installment_amount,
description=self.description,
description=(
self.description if self.add_description_to_transaction else ""
),
category=self.category,
installment_plan=self,
installment_id=i,
notes=self.notes,
notes=self.notes if self.add_notes_to_transaction else "",
)
new_transaction.tags.set(self.tags.all())
new_transaction.entities.set(self.entities.all())
@@ -594,9 +603,13 @@ class InstallmentPlan(models.Model):
existing_transaction.type = self.type
existing_transaction.date = transaction_date
existing_transaction.reference_date = transaction_reference_date
existing_transaction.description = self.description
existing_transaction.description = (
self.description if self.add_description_to_transaction else ""
)
existing_transaction.category = self.category
existing_transaction.notes = self.notes
existing_transaction.notes = (
self.notes if self.add_notes_to_transaction else ""
)
if (
not existing_transaction.is_paid
@@ -617,11 +630,13 @@ class InstallmentPlan(models.Model):
is_paid=False,
reference_date=transaction_reference_date,
amount=self.installment_amount,
description=self.description,
description=(
self.description if self.add_description_to_transaction else ""
),
category=self.category,
installment_plan=self,
installment_id=i,
notes=self.notes,
notes=self.notes if self.add_notes_to_transaction else "",
)
new_transaction.tags.set(self.tags.all())
new_transaction.entities.set(self.entities.all())
@@ -697,6 +712,13 @@ class RecurringTransaction(models.Model):
verbose_name=_("Last Generated Reference Date"), null=True, blank=True
)
add_description_to_transaction = models.BooleanField(
default=True, verbose_name=_("Add description to transactions")
)
add_notes_to_transaction = models.BooleanField(
default=True, verbose_name=_("Add notes to transactions")
)
all_objects = models.Manager() # Unfiltered manager
objects = GenericAccountOwnerManager() # Default filtered manager
@@ -743,11 +765,13 @@ class RecurringTransaction(models.Model):
date=date,
reference_date=reference_date.replace(day=1),
amount=self.amount,
description=self.description,
description=(
self.description if self.add_description_to_transaction else ""
),
category=self.category,
is_paid=False,
recurring_transaction=self,
notes=self.notes,
notes=self.notes if self.add_notes_to_transaction else "",
)
if self.tags.exists():
created_transaction.tags.set(self.tags.all())
@@ -821,9 +845,13 @@ class RecurringTransaction(models.Model):
for existing_transaction in unpaid_transactions:
# Update fields based on RecurringTransaction
existing_transaction.amount = self.amount
existing_transaction.description = self.description
existing_transaction.description = (
self.description if self.add_description_to_transaction else ""
)
existing_transaction.category = self.category
existing_transaction.notes = self.notes
existing_transaction.notes = (
self.notes if self.add_notes_to_transaction else ""
)
# Update many-to-many relationships
existing_transaction.tags.set(self.tags.all())