starred/WYGIWYH
1
0
Fork 0
mirror of https://github.com/eitchtee/WYGIWYH.git synced 2026-03-30 22:22:11 +02:00
Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat(dca): link transactions to DCA

Browse Source
This commit is contained in:
Herculino Trotta
2025-02-15 00:41:06 -03:00
parent 9e912b2736
commit 865618e054
11 changed files with 450 additions and 84 deletions
Download Patch File Download Diff File Expand all files Collapse all files

267
app/apps/dca/forms.py
View File

@@ -1,14 +1,22 @@
from crispy_forms.bootstrap import FormActions
from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
from crispy_forms.bootstrap import FormActions, AccordionGroup
from crispy_forms.helper import FormHelper
from crispy_forms.layout import Layout, Row, Column
from crispy_forms.layout import Layout, Row, Column, HTML
from django import forms
from django.utils.translation import gettext_lazy as _
from apps.accounts.models import Account
from apps.common.widgets.crispy.submit import NoClassSubmit
from apps.common.widgets.datepicker import AirDatePickerInput
from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
from apps.common.widgets.tom_select import TomSelect
from apps.dca.models import DCAStrategy, DCAEntry
from apps.common.widgets.tom_select import TransactionSelect
from apps.transactions.models import Transaction, TransactionTag, TransactionCategory
from apps.common.fields.forms.dynamic_select import (
DynamicModelChoiceField,
DynamicModelMultipleChoiceField,
)
class DCAStrategyForm(forms.ModelForm):
@@ -53,6 +61,75 @@ class DCAStrategyForm(forms.ModelForm):
class DCAEntryForm(forms.ModelForm):
create_transaction = forms.BooleanField(
label=_("Create transaction"), initial=False, required=False
)
from_account = forms.ModelChoiceField(
queryset=Account.objects.filter(is_archived=False),
label=_("From Account"),
widget=TomSelect(clear_button=False, group_by="group"),
required=False,
)
to_account = forms.ModelChoiceField(
queryset=Account.objects.filter(is_archived=False),
label=_("To Account"),
widget=TomSelect(clear_button=False, group_by="group"),
required=False,
)
from_category = DynamicModelChoiceField(
create_field="name",
model=TransactionCategory,
required=False,
label=_("Category"),
queryset=TransactionCategory.objects.filter(active=True),
)
to_category = DynamicModelChoiceField(
create_field="name",
model=TransactionCategory,
required=False,
label=_("Category"),
queryset=TransactionCategory.objects.filter(active=True),
)
from_tags = DynamicModelMultipleChoiceField(
model=TransactionTag,
to_field_name="name",
create_field="name",
required=False,
label=_("Tags"),
queryset=TransactionTag.objects.filter(active=True),
)
to_tags = DynamicModelMultipleChoiceField(
model=TransactionTag,
to_field_name="name",
create_field="name",
required=False,
label=_("Tags"),
queryset=TransactionTag.objects.filter(active=True),
)
expense_transaction = DynamicModelChoiceField(
model=Transaction,
to_field_name="id",
label=_("Expense Transaction"),
required=False,
queryset=Transaction.objects.none(),
widget=TransactionSelect(clear_button=True, income=False, expense=True),
help_text=_("Type to search for a transaction to link to this entry"),
)
income_transaction = DynamicModelChoiceField(
model=Transaction,
to_field_name="id",
label=_("Income Transaction"),
required=False,
queryset=Transaction.objects.none(),
widget=TransactionSelect(clear_button=True, income=True, expense=False),
help_text=_("Type to search for a transaction to link to this entry"),
)
class Meta:
model = DCAEntry
fields = [
@@ -60,13 +137,19 @@ class DCAEntryForm(forms.ModelForm):
"amount_paid",
"amount_received",
"notes",
"expense_transaction",
"income_transaction",
]
widgets = {
"notes": forms.Textarea(attrs={"rows": 3}),
}
def __init__(self, *args, **kwargs):
strategy = kwargs.pop("strategy", None)
super().__init__(*args, **kwargs)
self.strategy = strategy if strategy else self.instance.strategy
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.layout = Layout(
@@ -75,18 +158,66 @@ class DCAEntryForm(forms.ModelForm):
Column("amount_paid", css_class="form-group col-md-6"),
Column("amount_received", css_class="form-group col-md-6"),
),
Row(
Column("expense_transaction", css_class="form-group col-md-6"),
Column("income_transaction", css_class="form-group col-md-6"),
),
"notes",
BS5Accordion(
AccordionGroup(
_("Create transaction"),
Switch("create_transaction"),
Row(
Column(
Row(
Column(
"from_account",
css_class="form-group col-md-6 mb-0",
),
css_class="form-row",
),
Row(
Column(
"from_category",
css_class="form-group col-md-6 mb-0",
),
Column(
"from_tags", css_class="form-group col-md-6 mb-0"
),
css_class="form-row",
),
),
css_class="p-1 mx-1 my-3 border rounded-3",
),
Row(
Column(
Row(
Column(
"to_account",
css_class="form-group col-md-6 mb-0",
),
css_class="form-row",
),
Row(
Column(
"to_category", css_class="form-group col-md-6 mb-0"
),
Column("to_tags", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
),
css_class="p-1 mx-1 my-3 border rounded-3",
),
active=False,
),
AccordionGroup(
_("Link transaction"),
"income_transaction",
"expense_transaction",
),
flush=False,
always_open=False,
css_class="mb-3",
),
)
if self.instance and self.instance.pk:
# decimal_places = self.instance.account.currency.decimal_places
# self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
# decimal_places=decimal_places
# )
self.helper.layout.append(
FormActions(
NoClassSubmit(
@@ -95,7 +226,6 @@ class DCAEntryForm(forms.ModelForm):
),
)
else:
# self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
self.helper.layout.append(
FormActions(
NoClassSubmit(
@@ -107,3 +237,118 @@ class DCAEntryForm(forms.ModelForm):
self.fields["amount_paid"].widget = ArbitraryDecimalDisplayNumberInput()
self.fields["amount_received"].widget = ArbitraryDecimalDisplayNumberInput()
self.fields["date"].widget = AirDatePickerInput(clear_button=False)
expense_transaction = None
income_transaction = None
if self.instance and self.instance.pk:
# Edit mode - get from instance
expense_transaction = self.instance.expense_transaction
income_transaction = self.instance.income_transaction
elif self.data.get("expense_transaction"):
# Form validation - get from submitted data
try:
expense_transaction = Transaction.objects.get(
id=self.data["expense_transaction"]
)
income_transaction = Transaction.objects.get(
id=self.data["income_transaction"]
)
except Transaction.DoesNotExist:
pass
# If we have a current transaction, ensure it's in the queryset
if income_transaction:
self.fields["income_transaction"].queryset = Transaction.objects.filter(
id=income_transaction.id
)
if expense_transaction:
self.fields["expense_transaction"].queryset = Transaction.objects.filter(
id=expense_transaction.id
)
def clean(self):
cleaned_data = super().clean()
if cleaned_data.get("create_transaction"):
from_account = cleaned_data.get("from_account")
to_account = cleaned_data.get("to_account")
if not from_account and not to_account:
raise forms.ValidationError(
{
"from_account": _("You must provide an account."),
"to_account": _("You must provide an account."),
}
)
elif not from_account and to_account:
raise forms.ValidationError(
{"from_account": _("You must provide an account.")}
)
elif not to_account and from_account:
raise forms.ValidationError(
{"to_account": _("You must provide an account.")}
)
if from_account == to_account:
raise forms.ValidationError(
_("From and To accounts must be different.")
)
return cleaned_data
def save(self, **kwargs):
instance = super().save(commit=False)
if self.cleaned_data.get("create_transaction"):
from_account = self.cleaned_data["from_account"]
to_account = self.cleaned_data["to_account"]
from_amount = instance.amount_paid
to_amount = instance.amount_received
date = instance.date
description = _("DCA for %(strategy_name)s") % {
"strategy_name": self.strategy.name
}
from_category = self.cleaned_data.get("from_category")
to_category = self.cleaned_data.get("to_category")
notes = self.cleaned_data.get("notes")
# Create "From" transaction
from_transaction = Transaction.objects.create(
account=from_account,
type=Transaction.Type.EXPENSE,
is_paid=True,
date=date,
amount=from_amount,
description=description,
category=from_category,
notes=notes,
)
from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
# Create "To" transaction
to_transaction = Transaction.objects.create(
account=to_account,
type=Transaction.Type.INCOME,
is_paid=True,
date=date,
amount=to_amount,
description=description,
category=to_category,
notes=notes,
)
to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
instance.expense_transaction = from_transaction
instance.income_transaction = to_transaction
else:
if instance.expense_transaction:
instance.expense_transaction.amount = instance.amount_paid
instance.expense_transaction.save()
if instance.income_transaction:
instance.income_transaction.amount = instance.amount_received
instance.income_transaction.save()
instance.strategy = self.strategy
instance.save()
return instance