mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-04-27 02:58:40 +02:00
changes
This commit is contained in:
Herculino Trotta
@@ -1,12 +1,26 @@
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from crispy_bootstrap5.bootstrap5 import Switch
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from crispy_forms.bootstrap import FormActions
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from crispy_forms.helper import FormHelper
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from crispy_forms.layout import Layout, Row, Column, Field, Fieldset
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from dateutil.relativedelta import relativedelta
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from django import forms
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from django.db import transaction
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from django.utils.safestring import mark_safe
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from django.utils.translation import gettext_lazy as _
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from crispy_forms.helper import FormHelper
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from crispy_forms.layout import Layout, Submit, Row, Column, Div, Field, Hidden
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from apps.accounts.models import Account
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from .models import Transaction, TransactionCategory, TransactionTag
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from apps.common.fields.forms.dynamic_select import (
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DynamicModelChoiceField,
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DynamicModelMultipleChoiceField,
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)
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from apps.common.widgets.crispy.submit import NoClassSubmit
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from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
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from apps.transactions.models import (
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Transaction,
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TransactionCategory,
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TransactionTag,
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InstallmentPlan,
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)
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from apps.transactions.widgets import (
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ArbitraryDecimalDisplayNumberInput,
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MonthYearWidget,
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@@ -14,6 +28,19 @@ from apps.transactions.widgets import (
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class TransactionForm(forms.ModelForm):
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category = DynamicModelChoiceField(
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model=TransactionCategory,
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required=False,
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label=_("Category"),
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)
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tags = DynamicModelMultipleChoiceField(
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model=TransactionTag,
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to_field_name="name",
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create_field="name",
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required=False,
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label=_("Tags"),
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)
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class Meta:
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model = Transaction
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fields = [
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@@ -31,20 +58,21 @@ class TransactionForm(forms.ModelForm):
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widgets = {
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"date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
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"notes": forms.Textarea(attrs={"rows": 3}),
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"account": TomSelect(),
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}
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labels = {
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"tags": mark_safe('<i class="fa-solid fa-hashtag me-1"></i>' + _("Tags")),
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"category": mark_safe(
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'<i class="fa-solid fa-icons me-1"></i>' + _("Category")
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),
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"notes": mark_safe(
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'<i class="fa-solid fa-align-justify me-1"></i>' + _("Notes")
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),
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"amount": mark_safe('<i class="fa-solid fa-coins me-1"></i>' + _("Amount")),
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"description": mark_safe(
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'<i class="fa-solid fa-quote-left me-1"></i>' + _("Name")
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),
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}
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# labels = {
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# "tags": mark_safe('<i class="fa-solid fa-hashtag me-1"></i>' + _("Tags")),
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# "category": mark_safe(
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# '<i class="fa-solid fa-icons me-1"></i>' + _("Category")
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# ),
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# "notes": mark_safe(
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# '<i class="fa-solid fa-align-justify me-1"></i>' + _("Notes")
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# ),
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# "amount": mark_safe('<i class="fa-solid fa-coins me-1"></i>' + _("Amount")),
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# "description": mark_safe(
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# '<i class="fa-solid fa-quote-left me-1"></i>' + _("Name")
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# ),
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# }
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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@@ -66,28 +94,59 @@ class TransactionForm(forms.ModelForm):
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),
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"description",
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Field("amount", inputmode="decimal"),
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Field("category", css_class="select"),
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Field("tags", css_class="multiselect", size=1),
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Row(
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Column("category", css_class="form-group col-md-6 mb-0"),
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Column("tags", css_class="form-group col-md-6 mb-0"),
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css_class="form-row",
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),
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"notes",
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Submit("submit", "Save", css_class="btn btn-warning"),
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)
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self.fields["reference_date"].required = False
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if self.instance and self.instance.pk:
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decimal_places = self.instance.account.currency.decimal_places
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self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
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decimal_places=decimal_places
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)
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else:
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self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
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decimal_places=2
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Update"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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else:
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self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Add"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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def clean(self):
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cleaned_data = super().clean()
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date = cleaned_data.get("date")
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reference_date = cleaned_data.get("reference_date")
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if date and not reference_date:
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cleaned_data["reference_date"] = date.replace(day=1)
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return cleaned_data
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class TransferForm(forms.Form):
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from_account = forms.ModelChoiceField(
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queryset=Account.objects.all(), label="From Account"
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queryset=Account.objects.all(),
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label="From Account",
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widget=TomSelect(),
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)
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to_account = forms.ModelChoiceField(
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queryset=Account.objects.all(), label="To Account"
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queryset=Account.objects.all(),
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label="To Account",
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widget=TomSelect(),
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)
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from_amount = forms.DecimalField(
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@@ -102,20 +161,30 @@ class TransferForm(forms.Form):
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required=False,
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)
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from_category = forms.ModelChoiceField(
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queryset=TransactionCategory.objects.all(),
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from_category = DynamicModelChoiceField(
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model=TransactionCategory,
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required=False,
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label="From Category",
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label=_("Category"),
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)
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to_category = forms.ModelChoiceField(
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queryset=TransactionCategory.objects.all(), required=False, label="To Category"
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to_category = DynamicModelChoiceField(
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model=TransactionCategory,
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required=False,
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label=_("Category"),
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)
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from_tags = forms.ModelMultipleChoiceField(
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queryset=TransactionTag.objects.all(), required=False, label="From Tags"
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from_tags = DynamicModelMultipleChoiceField(
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model=TransactionTag,
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to_field_name="name",
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create_field="name",
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required=False,
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label=_("Tags"),
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)
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to_tags = forms.ModelMultipleChoiceField(
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queryset=TransactionTag.objects.all(), required=False, label="To Tags"
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to_tags = DynamicModelMultipleChoiceField(
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model=TransactionTag,
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to_field_name="name",
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create_field="name",
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required=False,
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label=_("Tags"),
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)
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date = forms.DateField(
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@@ -133,16 +202,25 @@ class TransferForm(forms.Form):
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self.helper.layout = Layout(
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Row(
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Column("date", css_class="form-group col-md-6 mb-0"),
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Column("reference_date", css_class="form-group col-md-6 mb-0"),
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Column(Field("date"), css_class="form-group col-md-6 mb-0"),
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Column(
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Field("reference_date"),
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css_class="form-group col-md-6 mb-0",
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),
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css_class="form-row",
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),
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"description",
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Field("description"),
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Row(
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Column(
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Row(
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Column("from_account", css_class="form-group col-md-6 mb-0"),
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Column("from_amount", css_class="form-group col-md-6 mb-0"),
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Column(
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"from_account",
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css_class="form-group col-md-6 mb-0",
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),
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Column(
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Field("from_amount"),
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css_class="form-group col-md-6 mb-0",
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),
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css_class="form-row",
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),
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Row(
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@@ -156,8 +234,14 @@ class TransferForm(forms.Form):
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Row(
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Column(
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Row(
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Column("to_account", css_class="form-group col-md-6 mb-0"),
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Column("to_amount", css_class="form-group col-md-6 mb-0"),
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Column(
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"to_account",
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css_class="form-group col-md-6 mb-0",
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),
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Column(
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Field("to_amount"),
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css_class="form-group col-md-6 mb-0",
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),
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css_class="form-row",
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),
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Row(
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@@ -168,16 +252,16 @@ class TransferForm(forms.Form):
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),
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css_class="p-1 mx-1 my-3 border rounded-3",
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),
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Submit("submit", "Save", css_class="btn btn-primary"),
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FormActions(
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NoClassSubmit(
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"submit", _("Tranfer"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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self.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput(
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decimal_places=2
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)
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self.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput()
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self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput(
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decimal_places=2
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)
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self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput()
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def clean(self):
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cleaned_data = super().clean()
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@@ -227,3 +311,195 @@ class TransferForm(forms.Form):
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to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
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return from_transaction, to_transaction
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class InstallmentPlanForm(forms.Form):
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type = forms.ChoiceField(choices=Transaction.Type.choices)
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account = forms.ModelChoiceField(
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queryset=Account.objects.all(),
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label=_("Account"),
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widget=TomSelect(),
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)
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start_date = forms.DateField(
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label=_("Start Date"),
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widget=forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
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)
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description = forms.CharField(max_length=500, label=_("Description"))
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number_of_installments = forms.IntegerField(
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min_value=1, label=_("Number of Installments")
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)
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recurrence = forms.ChoiceField(
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choices=(
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("yearly", _("Yearly")),
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("monthly", _("Monthly")),
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("weekly", _("Weekly")),
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("daily", _("Daily")),
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),
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initial="monthly",
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widget=TomSelect(clear_button=False),
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)
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installment_amount = forms.DecimalField(
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max_digits=42,
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decimal_places=30,
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required=True,
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label=_("Installment Amount"),
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)
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category = DynamicModelChoiceField(
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model=TransactionCategory,
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required=False,
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label=_("Category"),
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)
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tags = DynamicModelMultipleChoiceField(
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model=TransactionTag,
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to_field_name="name",
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create_field="name",
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required=False,
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label=_("Tags"),
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)
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.helper = FormHelper()
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self.helper.form_tag = False
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self.helper.form_method = "post"
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self.helper.layout = Layout(
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Field(
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"type",
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template="transactions/widgets/income_expense_toggle_buttons.html",
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),
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"account",
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"description",
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Row(
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Column("start_date", css_class="form-group col-md-4 mb-0"),
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Column("number_of_installments", css_class="form-group col-md-4 mb-0"),
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Column("recurrence", css_class="form-group col-md-4 mb-0"),
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css_class="form-row",
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),
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"installment_amount",
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Row(
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Column("category", css_class="form-group col-md-6 mb-0"),
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Column("tags", css_class="form-group col-md-6 mb-0"),
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css_class="form-row",
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),
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FormActions(
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NoClassSubmit(
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"submit", _("Add"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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self.fields["installment_amount"].widget = ArbitraryDecimalDisplayNumberInput()
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def save(self):
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number_of_installments = self.cleaned_data["number_of_installments"]
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transaction_type = self.cleaned_data["type"]
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start_date = self.cleaned_data["start_date"]
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recurrence = self.cleaned_data["recurrence"]
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account = self.cleaned_data["account"]
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description = self.cleaned_data["description"]
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installment_amount = self.cleaned_data["installment_amount"]
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category = self.cleaned_data["category"]
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with transaction.atomic():
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installment_plan = InstallmentPlan.objects.create(
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account=account,
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description=description,
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number_of_installments=number_of_installments,
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)
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with transaction.atomic():
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for i in range(number_of_installments):
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if recurrence == "yearly":
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delta = relativedelta(years=i)
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elif recurrence == "monthly":
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delta = relativedelta(months=i)
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elif recurrence == "weekly":
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delta = relativedelta(weeks=i)
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elif recurrence == "daily":
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delta = relativedelta(days=i)
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transaction_date = start_date + delta
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new_transaction = Transaction.objects.create(
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account=account,
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type=transaction_type,
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date=transaction_date,
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reference_date=transaction_date.replace(day=1),
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amount=installment_amount,
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description=description,
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notes=f"{i + 1}/{number_of_installments}",
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category=category,
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installment_plan=installment_plan,
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)
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new_transaction.tags.set(self.cleaned_data.get("tags", []))
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return installment_plan
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class TransactionTagForm(forms.ModelForm):
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class Meta:
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model = TransactionTag
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fields = ["name"]
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labels = {"name": _("Tag name")}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.helper = FormHelper()
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self.helper.form_tag = False
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self.helper.form_method = "post"
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self.helper.layout = Layout(Field("name", css_class="mb-3"))
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if self.instance and self.instance.pk:
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Update"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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else:
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Add"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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class TransactionCategoryForm(forms.ModelForm):
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class Meta:
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model = TransactionCategory
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fields = ["name", "mute"]
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labels = {"name": _("Category name")}
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help_texts = {
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"mute": _("Muted categories won't count towards your monthly total")
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.helper = FormHelper()
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self.helper.form_tag = False
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self.helper.form_method = "post"
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self.helper.layout = Layout(Field("name", css_class="mb-3"), Switch("mute"))
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if self.instance and self.instance.pk:
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
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"submit", _("Update"), css_class="btn btn-outline-primary w-100"
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),
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),
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)
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else:
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self.helper.layout.append(
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FormActions(
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NoClassSubmit(
|
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"submit", _("Add"), css_class="btn btn-outline-primary w-100"
|
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),
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),
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)
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