Merge pull request #283

feat: quickly add an existing transaction as a model for quick transactions

app/apps/transactions/urls.py

@@ -347,4 +347,9 @@ urlpatterns = [
         views.quick_transaction_add_as_transaction,
         name="quick_transaction_add_as_transaction",
     ),
+    path(
+        "transactions/<int:transaction_id>/add-as-quick-transaction/",
+        views.quick_transaction_add_as_quick_transaction,
+        name="quick_transaction_add_as_quick_transaction",
+    ),
 ]

app/apps/transactions/views/quick_transactions.py

@@ -129,7 +129,15 @@ def quick_transaction_add_as_transaction(request, quick_transaction_id):
 
     quick_transaction_data = model_to_dict(
         quick_transaction,
-        exclude=["id", "name", "owner", "account", "category", "tags", "entities"],
+        exclude=[
+            "id",
+            "name",
+            "owner",
+            "account",
+            "category",
+            "tags",
+            "entities",
+        ],
     )
 
     new_transaction = Transaction(**quick_transaction_data)
@@ -152,3 +160,70 @@ def quick_transaction_add_as_transaction(request, quick_transaction_id):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def quick_transaction_add_as_quick_transaction(request, transaction_id):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    if (
+        transaction.description
+        and QuickTransaction.objects.filter(
+            name__startswith=transaction.description
+        ).exists()
+    ) or QuickTransaction.objects.filter(
+        name__startswith=_("Quick Transaction")
+    ).exists():
+        if transaction.description:
+            count = QuickTransaction.objects.filter(
+                name__startswith=transaction.description
+            ).count()
+            qt_name = transaction.description + f" ({count + 1})"
+        else:
+            count = QuickTransaction.objects.filter(
+                name__startswith=_("Quick Transaction")
+            ).count()
+            qt_name = _("Quick Transaction") + f" ({count + 1})"
+    else:
+        qt_name = transaction.description or _("Quick Transaction")
+
+    transaction_data = model_to_dict(
+        transaction,
+        exclude=[
+            "id",
+            "name",
+            "owner",
+            "account",
+            "category",
+            "tags",
+            "entities",
+            "date",
+            "reference_date",
+            "installment_plan",
+            "installment_id",
+            "recurring_transaction",
+            "deleted",
+            "deleted_at",
+        ],
+    )
+
+    new_quick_transaction = QuickTransaction(**transaction_data)
+    new_quick_transaction.account = transaction.account
+    new_quick_transaction.category = transaction.category
+
+    new_quick_transaction.name = qt_name
+
+    new_quick_transaction.save()
+    new_quick_transaction.tags.set(transaction.tags.all())
+    new_quick_transaction.entities.set(transaction.entities.all())
+
+    messages.success(request, _("Item added successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "toasts",
+        },
+    )

app/templates/cotton/transaction/item.html

@@ -33,7 +33,7 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12 {% if transaction.category.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg col-12 {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw:text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -91,7 +91,7 @@
             {% endwith %}
           </div>
         </div>
-        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.category.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"
@@ -161,6 +161,8 @@
                   {% else %}
                     <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
                   {% endif %}
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a></li>
+                  <li><hr class="dropdown-divider"></li>
                   <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
                 </ul>
               {% else %}