feat: add transfer form

app/apps/transactions/forms.py

@@ -5,8 +5,12 @@ from django.utils.translation import gettext_lazy as _
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Submit, Row, Column, Div, Field, Hidden
 
-from .models import Transaction
+from apps.accounts.models import Account
-from apps.transactions.widgets import ArbitraryDecimalDisplayNumberInput
+from .models import Transaction, TransactionCategory, TransactionTag
+from apps.transactions.widgets import (
+    ArbitraryDecimalDisplayNumberInput,
+    MonthYearWidget,
+)
 
 
 class TransactionForm(forms.ModelForm):
@@ -73,3 +77,135 @@ class TransactionForm(forms.ModelForm):
             self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
                 decimal_places=decimal_places
             )
+
+
+class TransferForm(forms.Form):
+    from_account = forms.ModelChoiceField(
+        queryset=Account.objects.all(), label="From Account"
+    )
+    to_account = forms.ModelChoiceField(
+        queryset=Account.objects.all(), label="To Account"
+    )
+
+    from_amount = forms.DecimalField(
+        max_digits=42, decimal_places=30, label="From Amount", step_size=1
+    )
+    to_amount = forms.DecimalField(
+        max_digits=42, decimal_places=30, label="To Amount", required=False, step_size=1
+    )
+
+    from_category = forms.ModelChoiceField(
+        queryset=TransactionCategory.objects.all(),
+        required=False,
+        label="From Category",
+    )
+    to_category = forms.ModelChoiceField(
+        queryset=TransactionCategory.objects.all(), required=False, label="To Category"
+    )
+
+    from_tags = forms.ModelMultipleChoiceField(
+        queryset=TransactionTag.objects.all(), required=False, label="From Tags"
+    )
+    to_tags = forms.ModelMultipleChoiceField(
+        queryset=TransactionTag.objects.all(), required=False, label="To Tags"
+    )
+
+    date = forms.DateField(
+        label="Date", widget=forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d")
+    )
+    reference_date = forms.CharField(label="Reference Date", widget=MonthYearWidget())
+    description = forms.CharField(max_length=500, label="Description")
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+
+        self.helper.layout = Layout(
+            Row(
+                Column("date", css_class="form-group col-md-6 mb-0"),
+                Column("reference_date", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Row(
+                Column(
+                    Row(
+                        Column("from_account", css_class="form-group col-md-6 mb-0"),
+                        Column("from_amount", 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"),
+                        Column("to_amount", 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",
+            ),
+            Submit("submit", "Save", css_class="btn btn-primary"),
+        )
+
+    def clean(self):
+        cleaned_data = super().clean()
+        from_account = cleaned_data.get("from_account")
+        to_account = cleaned_data.get("to_account")
+
+        if from_account == to_account:
+            raise forms.ValidationError("From and To accounts must be different.")
+
+        return cleaned_data
+
+    def save(self):
+        from_account = self.cleaned_data["from_account"]
+        to_account = self.cleaned_data["to_account"]
+        from_amount = self.cleaned_data["from_amount"]
+        to_amount = self.cleaned_data["to_amount"] or from_amount
+        date = self.cleaned_data["date"]
+        reference_date = self.cleaned_data["reference_date"]
+        description = self.cleaned_data["description"]
+
+        # Create "From" transaction
+        from_transaction = Transaction.objects.create(
+            account=from_account,
+            type=Transaction.Type.EXPENSE,
+            is_paid=True,
+            date=date,
+            reference_date=reference_date,
+            amount=from_amount,
+            description=f"Transfer to {to_account}: {description}",
+            category=self.cleaned_data.get("from_category"),
+        )
+        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,
+            reference_date=reference_date,
+            amount=to_amount,
+            description=f"Transfer from {from_account}: {description}",
+            category=self.cleaned_data.get("to_category"),
+        )
+        to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
+
+        return from_transaction, to_transaction

app/apps/transactions/urls.py

@@ -44,4 +44,9 @@ urlpatterns = [
         views.month_year_picker,
         name="available_dates",
     ),
+    path(
+        "transactions/transfer",
+        views.transactions_transfer,
+        name="transactions_transfer",
+    ),
 ]

app/apps/transactions/views.py

@@ -13,7 +13,7 @@ from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
 from unicodedata import category
 
-from apps.transactions.forms import TransactionForm
+from apps.transactions.forms import TransactionForm, TransferForm
 from apps.transactions.models import Transaction
 
 
@@ -170,6 +170,23 @@ def transaction_delete(request, transaction_id, **kwargs):
     )
 
 
+@login_required
+def transactions_transfer(request):
+    if request.method == "POST":
+        form = TransferForm(request.POST)
+        if form.is_valid():
+            from_transaction, to_transaction = form.save()
+            messages.success(request, "Transfer completed successfully.")
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "transaction_updated, toast"},
+            )
+    else:
+        form = TransferForm()
+
+    return render(request, "transactions/fragments/transfer.html", {"form": form})
+
+
 @login_required
 def transaction_pay(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)

app/templates/transactions/fragments/transfer.html

@@ -0,0 +1,12 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Adding transaction' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'transactions_transfer' %}" hx-target="#generic-offcanvas" novalidate>
+    {% csrf_token %}
+    {% crispy form %}
+</form>
+{% endblock %}