mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-04-22 16:48:36 +02:00
feat: add recurring transactions
This commit is contained in:
Herculino Trotta
@@ -1,10 +1,13 @@
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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
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from dateutil.relativedelta import relativedelta
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from crispy_forms.layout import (
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Layout,
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Row,
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Column,
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Field,
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)
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from django import forms
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from django.db import transaction
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from django.utils.translation import gettext_lazy as _
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from apps.accounts.models import Account
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@@ -12,16 +15,17 @@ 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.fields.month_year import MonthYearFormField
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from apps.common.widgets.crispy.submit import NoClassSubmit
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from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
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from apps.common.widgets.tom_select import TomSelect
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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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RecurringTransaction,
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)
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from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
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from apps.common.fields.month_year import MonthYearFormField
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class TransactionForm(forms.ModelForm):
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@@ -312,143 +316,6 @@ class TransferForm(forms.Form):
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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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# reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
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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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# label=_("Recurrence"),
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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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#
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# def __init__(self, *args, **kwargs):
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# super().__init__(*args, **kwargs)
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#
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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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#
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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("number_of_installments", css_class="form-group col-md-6 mb-0"),
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# Column("recurrence", 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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# Row(
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# Column("start_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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# 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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#
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# self.fields["installment_amount"].widget = ArbitraryDecimalDisplayNumberInput()
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#
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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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# reference_date = self.cleaned_data["reference_date"] or 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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#
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# print(reference_date, type(reference_date))
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# print(start_date, type(start_date))
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#
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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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#
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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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#
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# transaction_date = start_date + delta
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# transaction_reference_date = (reference_date + delta).replace(day=1)
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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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# is_paid=False,
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# reference_date=transaction_reference_date,
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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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#
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# new_transaction.tags.set(self.cleaned_data.get("tags", []))
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#
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# return installment_plan
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class InstallmentPlanForm(forms.ModelForm):
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tags = DynamicModelMultipleChoiceField(
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model=TransactionTag,
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@@ -615,3 +482,112 @@ class TransactionCategoryForm(forms.ModelForm):
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),
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),
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)
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class RecurringTransactionForm(forms.ModelForm):
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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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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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type = forms.ChoiceField(choices=Transaction.Type.choices)
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reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
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class Meta:
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model = RecurringTransaction
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fields = [
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"account",
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"type",
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"amount",
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"description",
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"category",
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"tags",
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"start_date",
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"reference_date",
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"end_date",
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"recurrence_type",
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"recurrence_interval",
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]
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widgets = {
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"start_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
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"end_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
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"account": TomSelect(clear_button=False),
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"recurrence_type": TomSelect(clear_button=False),
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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_method = "post"
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self.helper.form_tag = False
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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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"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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Row(
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Column("start_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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css_class="form-row",
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),
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Row(
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Column("recurrence_interval", css_class="form-group col-md-4 mb-0"),
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Column("recurrence_type", css_class="form-group col-md-4 mb-0"),
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Column("end_date", 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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)
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self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
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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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def clean(self):
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cleaned_data = super().clean()
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start_date = cleaned_data.get("start_date")
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end_date = cleaned_data.get("end_date")
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if start_date and end_date and start_date > end_date:
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raise forms.ValidationError("End date should be after the start date.")
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return cleaned_data
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def save(self, **kwargs):
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is_new = not self.instance.id
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instance = super().save(**kwargs)
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if is_new:
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instance.create_upcoming_transactions()
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return instance
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