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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat: default account for new transactions

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This commit is contained in:
pawelaugustyn
2026-02-15 22:59:17 +01:00
parent 63ba7af3c8
commit 9ecf8279b4
4 changed files with 61 additions and 0 deletions
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11
app/apps/transactions/forms.py
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@@ -5,6 +5,7 @@ from apps.common.fields.forms.dynamic_select import (
DynamicModelChoiceField,
DynamicModelMultipleChoiceField,
)
from apps.common.middleware.thread_local import get_current_user
from apps.common.widgets.crispy.daisyui import Switch
from apps.common.widgets.crispy.submit import NoClassSubmit
from apps.common.widgets.datepicker import AirDatePickerInput, AirMonthYearPickerInput
@@ -116,6 +117,9 @@ class TransactionForm(forms.ModelForm):
self.fields["account"].queryset = Account.objects.filter(
is_archived=False,
)
user_settings = get_current_user().settings
if user_settings.default_account:
self.fields["account"].initial = user_settings.default_account
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True
@@ -768,6 +772,9 @@ class InstallmentPlanForm(forms.ModelForm):
).distinct()
else:
self.fields["account"].queryset = Account.objects.filter(is_archived=False)
user_settings = get_current_user().settings
if user_settings.default_account:
self.fields["account"].initial = user_settings.default_account
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True
@@ -1010,6 +1017,10 @@ class RecurringTransactionForm(forms.ModelForm):
).distinct()
else:
self.fields["account"].queryset = Account.objects.filter(is_archived=False)
user_settings = get_current_user().settings
if user_settings.default_account:
self.fields["account"].initial = user_settings.default_account
self.fields["category"].queryset = TransactionCategory.objects.filter(
active=True