feat: finish adding DCA Tracker tool

app/apps/dca/forms.py

@@ -1,16 +1,24 @@
+from crispy_forms.bootstrap import FormActions
 from django import forms
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Row, Column
 from django.utils.translation import gettext_lazy as _
 
-from .models import DCAStrategy, DCAEntry
+from apps.common.widgets.tom_select import TomSelect
+from apps.dca.models import DCAStrategy, DCAEntry
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
+from apps.common.widgets.crispy.submit import NoClassSubmit
 
 
 class DCAStrategyForm(forms.ModelForm):
     class Meta:
         model = DCAStrategy
         fields = ["name", "target_currency", "payment_currency", "notes"]
+        widgets = {
+            "target_currency": TomSelect(clear_button=False),
+            "payment_currency": TomSelect(clear_button=False),
+            "notes": forms.Textarea(attrs={"rows": 3}),
+        }
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
@@ -19,12 +27,29 @@ class DCAStrategyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "name",
             Row(
-                Column("target_currency", css_class="form-group col-md-6"),
                 Column("payment_currency", css_class="form-group col-md-6"),
+                Column("target_currency", css_class="form-group col-md-6"),
             ),
             "notes",
         )
 
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
 
 class DCAEntryForm(forms.ModelForm):
     class Meta:
@@ -33,13 +58,11 @@ class DCAEntryForm(forms.ModelForm):
             "date",
             "amount_paid",
             "amount_received",
-            "expense_transaction",
-            "income_transaction",
             "notes",
         ]
         widgets = {
-            "amount_paid": ArbitraryDecimalDisplayNumberInput(decimal_places=8),
-            "amount_received": ArbitraryDecimalDisplayNumberInput(decimal_places=8),
+            "date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
+            "notes": forms.Textarea(attrs={"rows": 3}),
         }
 
     def __init__(self, *args, **kwargs):
@@ -58,3 +81,28 @@ class DCAEntryForm(forms.ModelForm):
             ),
             "notes",
         )
+
+        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(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            # self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+        self.fields["amount_paid"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["amount_received"].widget = ArbitraryDecimalDisplayNumberInput()

app/apps/dca/urls.py

@@ -3,7 +3,34 @@ from . import views
 
 
 urlpatterns = [
-    path("dca/", views.strategy_list, name="strategy_list"),
-    path("dca/<int:pk>/", views.strategy_detail, name="strategy_detail"),
-    # Add more URLs for CRUD operations
+    path("dca/", views.strategy_index, name="dca_strategy_index"),
+    path("dca/list/", views.strategy_list, name="dca_strategy_list"),
+    path("dca/add/", views.strategy_add, name="dca_strategy_add"),
+    path("dca/<int:strategy_id>/edit/", views.strategy_edit, name="dca_strategy_edit"),
+    path(
+        "dca/<int:strategy_id>/delete/",
+        views.strategy_delete,
+        name="dca_strategy_delete",
+    ),
+    path(
+        "dca/<int:strategy_id>/",
+        views.strategy_detail_index,
+        name="dca_strategy_detail_index",
+    ),
+    path(
+        "dca/<int:strategy_id>/details/",
+        views.strategy_detail,
+        name="dca_strategy_detail",
+    ),
+    path("dca/<int:strategy_id>/add/", views.strategy_entry_add, name="dca_entry_add"),
+    path(
+        "dca/<int:strategy_id>/<int:entry_id>/edit/",
+        views.strategy_entry_edit,
+        name="dca_entry_edit",
+    ),
+    path(
+        "dca/<int:strategy_id>/<int:entry_id>/delete/",
+        views.strategy_entry_delete,
+        name="dca_entry_delete",
+    ),
 ]

app/apps/dca/views.py

@@ -1,31 +1,119 @@
 # apps/dca_tracker/views.py
-from django.contrib.auth.decorators import login_required
-from django.shortcuts import render, get_object_or_404, redirect
 from django.contrib import messages
-from django.utils.translation import gettext_lazy as _
+from django.contrib.auth.decorators import login_required
 from django.db.models import Sum, Avg
 from django.db.models.functions import TruncMonth
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
 
-from .models import DCAStrategy, DCAEntry
-from .forms import DCAStrategyForm, DCAEntryForm
+from apps.common.decorators.htmx import only_htmx
+from apps.dca.models import DCAStrategy, DCAEntry
+from apps.dca.forms import DCAEntryForm, DCAStrategyForm
 
 
+@login_required
+def strategy_index(request):
+    return render(request, "dca/pages/strategy_index.html")
+
+
+@only_htmx
 @login_required
 def strategy_list(request):
-    strategies = DCAStrategy.objects.all()
-    return render(request, "dca/strategy_list.html", {"strategies": strategies})
+    strategies = DCAStrategy.objects.all().order_by("created_at")
+    return render(
+        request, "dca/fragments/strategy/list.html", {"strategies": strategies}
+    )
 
 
-from django.shortcuts import render, get_object_or_404, redirect
-from django.contrib import messages
-from django.utils.translation import gettext_lazy as _
-from django.db.models import Sum, Avg
-from django.db.models.functions import TruncMonth
+@only_htmx
+@login_required
+def strategy_add(request):
+    if request.method == "POST":
+        form = DCAStrategyForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("DCA Strategy added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = DCAStrategyForm()
+
+    return render(
+        request,
+        "dca/fragments/strategy/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+def strategy_edit(request, strategy_id):
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+
+    if request.method == "POST":
+        form = DCAStrategyForm(request.POST, instance=dca_strategy)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("DCA Strategy updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = DCAStrategyForm(instance=dca_strategy)
+
+    return render(
+        request,
+        "dca/fragments/strategy/edit.html",
+        {"form": form, "dca_strategy": dca_strategy},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def strategy_delete(request, strategy_id):
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+
+    dca_strategy.delete()
+
+    messages.success(request, _("DCA strategy deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas, toasts",
+        },
+    )
 
 
 @login_required
-def strategy_detail(request, pk):
-    strategy = get_object_or_404(DCAStrategy, id=pk)
+def strategy_detail_index(request, strategy_id):
+    strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+
+    return render(
+        request,
+        "dca/pages/strategy_detail_index.html",
+        context={"strategy": strategy},
+    )
+
+
+@only_htmx
+@login_required
+def strategy_detail(request, strategy_id):
+    strategy = get_object_or_404(DCAStrategy, id=strategy_id)
     entries = strategy.entries.all()
 
     # Calculate monthly aggregates
@@ -50,6 +138,7 @@ def strategy_detail(request, pk):
         }
         for entry in entries
     ]
+    entries_data.reverse()
 
     context = {
         "strategy": strategy,
@@ -64,4 +153,78 @@ def strategy_detail(request, pk):
         "total_profit_loss": strategy.total_profit_loss(),
         "total_profit_loss_percentage": strategy.total_profit_loss_percentage(),
     }
-    return render(request, "dca/strategy_detail.html", context)
+    return render(request, "dca/fragments/strategy/details.html", context)
+
+
+@only_htmx
+@login_required
+def strategy_entry_add(request, strategy_id):
+    strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+    if request.method == "POST":
+        form = DCAEntryForm(request.POST)
+        if form.is_valid():
+            entry = form.save(commit=False)
+            entry.strategy = strategy
+            entry.save()
+            messages.success(request, _("Entry added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = DCAEntryForm()
+
+    return render(
+        request,
+        "dca/fragments/entry/add.html",
+        {"form": form, "strategy": strategy},
+    )
+
+
+@only_htmx
+@login_required
+def strategy_entry_edit(request, strategy_id, entry_id):
+    dca_entry = get_object_or_404(DCAEntry, id=entry_id, strategy__id=strategy_id)
+
+    if request.method == "POST":
+        form = DCAEntryForm(request.POST, instance=dca_entry)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Entry updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = DCAEntryForm(instance=dca_entry)
+
+    return render(
+        request,
+        "dca/fragments/strategy/edit.html",
+        {"form": form, "dca_entry": dca_entry},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def strategy_entry_delete(request, entry_id, strategy_id):
+    dca_entry = get_object_or_404(DCAEntry, id=entry_id, strategy__id=strategy_id)
+
+    dca_entry.delete()
+
+    messages.success(request, _("Entry deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas, toasts",
+        },
+    )