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Merge pull request #142

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feat(rules): add Update or Create Transaction action
This commit is contained in:
Herculino Trotta
2025-02-08 04:18:00 -03:00
committed by GitHub
parent fee1db8660 942154480e
commit e6e0e4caea
13 changed files with 1347 additions and 199 deletions
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9
app/apps/rules/admin.py
View File

@@ -1,7 +1,12 @@
from django.contrib import admin
from apps.rules.models import TransactionRule, TransactionRuleAction
from apps.rules.models import (
TransactionRule,
TransactionRuleAction,
UpdateOrCreateTransactionRuleAction,
)
# Register your models here.
admin.site.register(TransactionRule)
admin.site.register(TransactionRuleAction)
admin.site.register(UpdateOrCreateTransactionRuleAction)

260
app/apps/rules/forms.py
View File

@@ -1,15 +1,15 @@
from crispy_bootstrap5.bootstrap5 import Switch
from crispy_forms.bootstrap import FormActions
from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
from crispy_forms.bootstrap import FormActions, AccordionGroup
from crispy_forms.helper import FormHelper
from crispy_forms.layout import Layout, Field, Row, Column
from django import forms
from django.core.exceptions import ValidationError
from django.utils.translation import gettext_lazy as _
from apps.rules.models import TransactionRule
from apps.rules.models import TransactionRuleAction
from apps.common.widgets.crispy.submit import NoClassSubmit
from apps.common.widgets.tom_select import TomSelect
from apps.rules.models import TransactionRule, UpdateOrCreateTransactionRuleAction
from apps.rules.models import TransactionRuleAction
class TransactionRuleForm(forms.ModelForm):
@@ -123,3 +123,255 @@ class TransactionRuleActionForm(forms.ModelForm):
if commit:
instance.save()
return instance
class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
class Meta:
model = UpdateOrCreateTransactionRuleAction
exclude = ("rule",)
widgets = {
"search_account_operator": TomSelect(clear_button=False),
"search_type_operator": TomSelect(clear_button=False),
"search_is_paid_operator": TomSelect(clear_button=False),
"search_date_operator": TomSelect(clear_button=False),
"search_reference_date_operator": TomSelect(clear_button=False),
"search_amount_operator": TomSelect(clear_button=False),
"search_description_operator": TomSelect(clear_button=False),
"search_notes_operator": TomSelect(clear_button=False),
"search_category_operator": TomSelect(clear_button=False),
"search_internal_note_operator": TomSelect(clear_button=False),
"search_internal_id_operator": TomSelect(clear_button=False),
}
labels = {
"search_account_operator": _("Operator"),
"search_type_operator": _("Operator"),
"search_is_paid_operator": _("Operator"),
"search_date_operator": _("Operator"),
"search_reference_date_operator": _("Operator"),
"search_amount_operator": _("Operator"),
"search_description_operator": _("Operator"),
"search_notes_operator": _("Operator"),
"search_category_operator": _("Operator"),
"search_internal_note_operator": _("Operator"),
"search_internal_id_operator": _("Operator"),
"search_tags_operator": _("Operator"),
"search_entities_operator": _("Operator"),
"search_account": _("Account"),
"search_type": _("Type"),
"search_is_paid": _("Paid"),
"search_date": _("Date"),
"search_reference_date": _("Reference Date"),
"search_amount": _("Amount"),
"search_description": _("Description"),
"search_notes": _("Notes"),
"search_category": _("Category"),
"search_internal_note": _("Internal Note"),
"search_internal_id": _("Internal ID"),
"search_tags": _("Tags"),
"search_entities": _("Entities"),
"set_account": _("Account"),
"set_type": _("Type"),
"set_is_paid": _("Paid"),
"set_date": _("Date"),
"set_reference_date": _("Reference Date"),
"set_amount": _("Amount"),
"set_description": _("Description"),
"set_tags": _("Tags"),
"set_entities": _("Entities"),
"set_notes": _("Notes"),
"set_category": _("Category"),
"set_internal_note": _("Internal Note"),
"set_internal_id": _("Internal ID"),
}
def __init__(self, *args, **kwargs):
self.rule = kwargs.pop("rule", None)
super().__init__(*args, **kwargs)
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.form_method = "post"
self.helper.layout = Layout(
BS5Accordion(
AccordionGroup(
_("Search Criteria"),
Field("filter", rows=1),
Row(
Column(
Field("search_type_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_type", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_is_paid_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_is_paid", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_account_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_account", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_entities_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_entities", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_date_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_date", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_reference_date_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_reference_date", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_description_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_description", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_amount_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_amount", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_category_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_category", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_tags_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_tags", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_notes_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_notes", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_internal_note_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_internal_note", rows=1),
css_class="form-group col-md-8",
),
),
Row(
Column(
Field("search_internal_id_operator"),
css_class="form-group col-md-4",
),
Column(
Field("search_internal_id", rows=1),
css_class="form-group col-md-8",
),
),
active=True,
),
AccordionGroup(
_("Set Values"),
Field("set_type", rows=1),
Field("set_is_paid", rows=1),
Field("set_account", rows=1),
Field("set_entities", rows=1),
Field("set_date", rows=1),
Field("set_reference_date", rows=1),
Field("set_description", rows=1),
Field("set_amount", rows=1),
Field("set_category", rows=1),
Field("set_tags", rows=1),
Field("set_notes", rows=1),
Field("set_internal_note", rows=1),
Field("set_internal_id", rows=1),
css_class="mb-3",
active=True,
),
always_open=True,
),
)
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"
),
),
)
def save(self, commit=True):
instance = super().save(commit=False)
instance.rule = self.rule
if commit:
instance.save()
return instance

60
app/apps/rules/migrations/0006_updateorcreatetransactionruleaction.py Normal file
View File

@@ -0,0 +1,60 @@
# Generated by Django 5.1.5 on 2025-02-08 03:16
import django.db.models.deletion
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('rules', '0005_alter_transactionruleaction_rule'),
]
operations = [
migrations.CreateModel(
name='UpdateOrCreateTransactionRuleAction',
fields=[
('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
('search_account', models.TextField(blank=True, help_text='Expression to match transaction account (ID or name)', verbose_name='Search Account')),
('search_account_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Account Operator')),
('search_type', models.TextField(blank=True, help_text="Expression to match transaction type ('IN' or 'EX')", verbose_name='Search Type')),
('search_type_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Type Operator')),
('search_is_paid', models.TextField(blank=True, help_text='Expression to match transaction paid status', verbose_name='Search Is Paid')),
('search_is_paid_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Is Paid Operator')),
('search_date', models.TextField(blank=True, help_text='Expression to match transaction date', verbose_name='Search Date')),
('search_date_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Date Operator')),
('search_reference_date', models.TextField(blank=True, help_text='Expression to match transaction reference date', verbose_name='Search Reference Date')),
('search_reference_date_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Reference Date Operator')),
('search_amount', models.TextField(blank=True, help_text='Expression to match transaction amount', verbose_name='Search Amount')),
('search_amount_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Amount Operator')),
('search_description', models.TextField(blank=True, help_text='Expression to match transaction description', verbose_name='Search Description')),
('search_description_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Description Operator')),
('search_notes', models.TextField(blank=True, help_text='Expression to match transaction notes', verbose_name='Search Notes')),
('search_notes_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Notes Operator')),
('search_category', models.TextField(blank=True, help_text='Expression to match transaction category (ID or name)', verbose_name='Search Category')),
('search_category_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Category Operator')),
('search_internal_note', models.TextField(blank=True, help_text='Expression to match transaction internal note', verbose_name='Search Internal Note')),
('search_internal_note_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Internal Note Operator')),
('search_internal_id', models.TextField(blank=True, help_text='Expression to match transaction internal ID', verbose_name='Search Internal ID')),
('search_internal_id_operator', models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Internal ID Operator')),
('set_account', models.TextField(blank=True, help_text='Expression for account to set (ID or name)', verbose_name='Set Account')),
('set_type', models.TextField(blank=True, help_text="Expression for type to set ('IN' or 'EX')", verbose_name='Set Type')),
('set_is_paid', models.TextField(blank=True, help_text='Expression for paid status to set', verbose_name='Set Is Paid')),
('set_date', models.TextField(blank=True, help_text='Expression for date to set', verbose_name='Set Date')),
('set_reference_date', models.TextField(blank=True, help_text='Expression for reference date to set', verbose_name='Set Reference Date')),
('set_amount', models.TextField(blank=True, help_text='Expression for amount to set', verbose_name='Set Amount')),
('set_description', models.TextField(blank=True, help_text='Expression for description to set', verbose_name='Set Description')),
('set_notes', models.TextField(blank=True, help_text='Expression for notes to set', verbose_name='Set Notes')),
('set_internal_note', models.TextField(blank=True, help_text='Expression for internal note to set', verbose_name='Set Internal Note')),
('set_internal_id', models.TextField(blank=True, help_text='Expression for internal ID to set', verbose_name='Set Internal ID')),
('set_category', models.TextField(blank=True, help_text='Expression for category to set (ID or name)', verbose_name='Set Category')),
('set_tags', models.TextField(blank=True, help_text='Expression for tags to set (list of IDs or names)', verbose_name='Set Tags')),
('set_entities', models.TextField(blank=True, help_text='Expression for entities to set (list of IDs or names)', verbose_name='Set Entities')),
('rule', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='update_or_create_transaction_actions', to='rules.transactionrule', verbose_name='Rule')),
],
options={
'verbose_name': 'pdate or Create Transaction Action',
'verbose_name_plural': 'pdate or Create Transaction Action Actions',
},
),
]

22
app/apps/rules/migrations/0007_alter_updateorcreatetransactionruleaction_options_and_more.py Normal file
View File

@@ -0,0 +1,22 @@
# Generated by Django 5.1.5 on 2025-02-08 04:27
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('rules', '0006_updateorcreatetransactionruleaction'),
]
operations = [
migrations.AlterModelOptions(
name='updateorcreatetransactionruleaction',
options={'verbose_name': 'Update or Create Transaction Action', 'verbose_name_plural': 'Update or Create Transaction Action Actions'},
),
migrations.AddField(
model_name='updateorcreatetransactionruleaction',
name='filter',
field=models.TextField(blank=True, help_text='Generic expression to enable or disable execution. Should evaluate to True or False', verbose_name='Filter'),
),
]

33
app/apps/rules/migrations/0008_updateorcreatetransactionruleaction_search_entities_and_more.py Normal file
View File

@@ -0,0 +1,33 @@
# Generated by Django 5.1.5 on 2025-02-08 06:13
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('rules', '0007_alter_updateorcreatetransactionruleaction_options_and_more'),
]
operations = [
migrations.AddField(
model_name='updateorcreatetransactionruleaction',
name='search_entities',
field=models.TextField(blank=True, help_text='Expression to match transaction entities (list of IDs or names)', verbose_name='Search Entities'),
),
migrations.AddField(
model_name='updateorcreatetransactionruleaction',
name='search_entities_operator',
field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Entities Operator'),
),
migrations.AddField(
model_name='updateorcreatetransactionruleaction',
name='search_tags',
field=models.TextField(blank=True, help_text='Expression to match transaction tags (list of IDs or names)', verbose_name='Search Tags'),
),
migrations.AddField(
model_name='updateorcreatetransactionruleaction',
name='search_tags_operator',
field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='contains', max_length=10, verbose_name='Tags Operator'),
),
]

25
app/apps/rules/migrations/0009_alter_transactionrule_options_and_more.py Normal file
View File

@@ -0,0 +1,25 @@
# Generated by Django 5.1.5 on 2025-02-08 06:40
from django.db import migrations
class Migration(migrations.Migration):
dependencies = [
('rules', '0008_updateorcreatetransactionruleaction_search_entities_and_more'),
]
operations = [
migrations.AlterModelOptions(
name='transactionrule',
options={'verbose_name': 'Transaction rule', 'verbose_name_plural': 'Transaction rules'},
),
migrations.AlterModelOptions(
name='transactionruleaction',
options={'verbose_name': 'Edit transaction action', 'verbose_name_plural': 'Edit transaction actions'},
),
migrations.AlterModelOptions(
name='updateorcreatetransactionruleaction',
options={'verbose_name': 'Update or create transaction action', 'verbose_name_plural': 'Update or create transaction actions'},
),
]

376
app/apps/rules/models.py
View File

@@ -1,4 +1,5 @@
from django.db import models
from django.db.models import Q
from django.utils.translation import gettext_lazy as _
@@ -10,6 +11,10 @@ class TransactionRule(models.Model):
description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
trigger = models.TextField(verbose_name=_("Trigger"))
class Meta:
verbose_name = _("Transaction rule")
verbose_name_plural = _("Transaction rules")
def __str__(self):
return self.name
@@ -45,4 +50,375 @@ class TransactionRuleAction(models.Model):
return f"{self.rule} - {self.field} - {self.value}"
class Meta:
verbose_name = _("Edit transaction action")
verbose_name_plural = _("Edit transaction actions")
unique_together = (("rule", "field"),)
class UpdateOrCreateTransactionRuleAction(models.Model):
"""
Will attempt to find and update latest matching transaction, or create new if none found.
"""
class SearchOperator(models.TextChoices):
EXACT = "exact", _("is exactly")
CONTAINS = "contains", _("contains")
STARTSWITH = "startswith", _("starts with")
ENDSWITH = "endswith", _("ends with")
EQ = "eq", _("equals")
GT = "gt", _("greater than")
LT = "lt", _("less than")
GTE = "gte", _("greater than or equal")
LTE = "lte", _("less than or equal")
rule = models.ForeignKey(
TransactionRule,
on_delete=models.CASCADE,
related_name="update_or_create_transaction_actions",
verbose_name=_("Rule"),
)
filter = models.TextField(
verbose_name=_("Filter"),
blank=True,
help_text=_(
"Generic expression to enable or disable execution. Should evaluate to True or False"
),
)
# Search fields with operators
search_account = models.TextField(
verbose_name=_("Search Account"),
blank=True,
help_text=_("Expression to match transaction account (ID or name)"),
)
search_account_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Account Operator"),
)
search_type = models.TextField(
verbose_name=_("Search Type"),
blank=True,
help_text=_("Expression to match transaction type ('IN' or 'EX')"),
)
search_type_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Type Operator"),
)
search_is_paid = models.TextField(
verbose_name=_("Search Is Paid"),
blank=True,
help_text=_("Expression to match transaction paid status"),
)
search_is_paid_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Is Paid Operator"),
)
search_date = models.TextField(
verbose_name=_("Search Date"),
blank=True,
help_text=_("Expression to match transaction date"),
)
search_date_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Date Operator"),
)
search_reference_date = models.TextField(
verbose_name=_("Search Reference Date"),
blank=True,
help_text=_("Expression to match transaction reference date"),
)
search_reference_date_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Reference Date Operator"),
)
search_amount = models.TextField(
verbose_name=_("Search Amount"),
blank=True,
help_text=_("Expression to match transaction amount"),
)
search_amount_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Amount Operator"),
)
search_description = models.TextField(
verbose_name=_("Search Description"),
blank=True,
help_text=_("Expression to match transaction description"),
)
search_description_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.CONTAINS,
verbose_name=_("Description Operator"),
)
search_notes = models.TextField(
verbose_name=_("Search Notes"),
blank=True,
help_text=_("Expression to match transaction notes"),
)
search_notes_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.CONTAINS,
verbose_name=_("Notes Operator"),
)
search_category = models.TextField(
verbose_name=_("Search Category"),
blank=True,
help_text=_("Expression to match transaction category (ID or name)"),
)
search_category_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Category Operator"),
)
search_tags = models.TextField(
verbose_name=_("Search Tags"),
blank=True,
help_text=_("Expression to match transaction tags (list of IDs or names)"),
)
search_tags_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.CONTAINS,
verbose_name=_("Tags Operator"),
)
search_entities = models.TextField(
verbose_name=_("Search Entities"),
blank=True,
help_text=_("Expression to match transaction entities (list of IDs or names)"),
)
search_entities_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.CONTAINS,
verbose_name=_("Entities Operator"),
)
search_internal_note = models.TextField(
verbose_name=_("Search Internal Note"),
blank=True,
help_text=_("Expression to match transaction internal note"),
)
search_internal_note_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Internal Note Operator"),
)
search_internal_id = models.TextField(
verbose_name=_("Search Internal ID"),
blank=True,
help_text=_("Expression to match transaction internal ID"),
)
search_internal_id_operator = models.CharField(
max_length=10,
choices=SearchOperator.choices,
default=SearchOperator.EXACT,
verbose_name=_("Internal ID Operator"),
)
# Set fields
set_account = models.TextField(
verbose_name=_("Set Account"),
blank=True,
help_text=_("Expression for account to set (ID or name)"),
)
set_type = models.TextField(
verbose_name=_("Set Type"),
blank=True,
help_text=_("Expression for type to set ('IN' or 'EX')"),
)
set_is_paid = models.TextField(
verbose_name=_("Set Is Paid"),
blank=True,
help_text=_("Expression for paid status to set"),
)
set_date = models.TextField(
verbose_name=_("Set Date"),
blank=True,
help_text=_("Expression for date to set"),
)
set_reference_date = models.TextField(
verbose_name=_("Set Reference Date"),
blank=True,
help_text=_("Expression for reference date to set"),
)
set_amount = models.TextField(
verbose_name=_("Set Amount"),
blank=True,
help_text=_("Expression for amount to set"),
)
set_description = models.TextField(
verbose_name=_("Set Description"),
blank=True,
help_text=_("Expression for description to set"),
)
set_notes = models.TextField(
verbose_name=_("Set Notes"),
blank=True,
help_text=_("Expression for notes to set"),
)
set_internal_note = models.TextField(
verbose_name=_("Set Internal Note"),
blank=True,
help_text=_("Expression for internal note to set"),
)
set_internal_id = models.TextField(
verbose_name=_("Set Internal ID"),
blank=True,
help_text=_("Expression for internal ID to set"),
)
set_entities = models.TextField(
verbose_name=_("Set Entities"),
blank=True,
help_text=_("Expression for entities to set (list of IDs or names)"),
)
set_category = models.TextField(
verbose_name=_("Set Category"),
blank=True,
help_text=_("Expression for category to set (ID or name)"),
)
set_tags = models.TextField(
verbose_name=_("Set Tags"),
blank=True,
help_text=_("Expression for tags to set (list of IDs or names)"),
)
class Meta:
verbose_name = _("Update or create transaction action")
verbose_name_plural = _("Update or create transaction actions")
def __str__(self):
return f"Update or create transaction action for {self.rule}"
def build_search_query(self, simple):
"""Builds Q objects based on search fields and their operators"""
search_query = Q()
def add_to_query(field_name, value, operator):
if isinstance(value, (int, str)):
lookup = f"{field_name}__{operator}"
return Q(**{lookup: value})
return Q()
if self.search_account:
value = simple.eval(self.search_account)
if isinstance(value, int):
search_query &= add_to_query(
"account_id", value, self.search_account_operator
)
else:
search_query &= add_to_query(
"account__name", value, self.search_account_operator
)
if self.search_type:
value = simple.eval(self.search_type)
search_query &= add_to_query("type", value, self.search_type_operator)
if self.search_is_paid:
value = simple.eval(self.search_is_paid)
search_query &= add_to_query("is_paid", value, self.search_is_paid_operator)
if self.search_date:
value = simple.eval(self.search_date)
search_query &= add_to_query("date", value, self.search_date_operator)
if self.search_reference_date:
value = simple.eval(self.search_reference_date)
search_query &= add_to_query(
"reference_date", value, self.search_reference_date_operator
)
if self.search_amount:
value = simple.eval(self.search_amount)
search_query &= add_to_query("amount", value, self.search_amount_operator)
if self.search_description:
value = simple.eval(self.search_description)
search_query &= add_to_query(
"description", value, self.search_description_operator
)
if self.search_notes:
value = simple.eval(self.search_notes)
search_query &= add_to_query("notes", value, self.search_notes_operator)
if self.search_internal_note:
value = simple.eval(self.search_internal_note)
search_query &= add_to_query(
"internal_note", value, self.search_internal_note_operator
)
if self.search_internal_id:
value = simple.eval(self.search_internal_id)
search_query &= add_to_query(
"internal_id", value, self.search_internal_id_operator
)
if self.search_category:
value = simple.eval(self.search_category)
if isinstance(value, int):
search_query &= add_to_query(
"category_id", value, self.search_category_operator
)
else:
search_query &= add_to_query(
"category__name", value, self.search_category_operator
)
if self.search_tags:
tags_value = simple.eval(self.search_tags)
if isinstance(tags_value, (list, tuple)):
for tag in tags_value:
if isinstance(tag, int):
search_query &= Q(tags__id=tag)
else:
search_query &= Q(tags__name__iexact=tag)
elif isinstance(tags_value, (int, str)):
if isinstance(tags_value, int):
search_query &= Q(tags__id=tags_value)
else:
search_query &= Q(tags__name__iexact=tags_value)
if self.search_entities:
entities_value = simple.eval(self.search_entities)
if isinstance(entities_value, (list, tuple)):
for entity in entities_value:
if isinstance(entity, int):
search_query &= Q(entities__id=entity)
else:
search_query &= Q(entities__name__iexact=entity)
elif isinstance(entities_value, (int, str)):
if isinstance(entities_value, int):
search_query &= Q(entities__id=entities_value)
else:
search_query &= Q(entities__name__iexact=entities_value)
return search_query

431
app/apps/rules/tasks.py
View File

@@ -1,4 +1,6 @@
import decimal
import logging
from datetime import datetime, date
from cachalot.api import cachalot_disabled
from dateutil.relativedelta import relativedelta
@@ -6,7 +8,10 @@ from procrastinate.contrib.django import app
from simpleeval import EvalWithCompoundTypes
from apps.accounts.models import Account
from apps.rules.models import TransactionRule, TransactionRuleAction
from apps.rules.models import (
TransactionRule,
TransactionRuleAction,
)
from apps.transactions.models import (
Transaction,
TransactionCategory,
@@ -14,7 +19,6 @@ from apps.transactions.models import (
TransactionEntity,
)
logger = logging.getLogger(__name__)
@@ -25,137 +29,332 @@ def check_for_transaction_rules(
):
try:
with cachalot_disabled():
instance = Transaction.objects.get(id=instance_id)
context = {
"account_name": instance.account.name,
"account_id": instance.account.id,
"account_group_name": (
instance.account.group.name if instance.account.group else None
),
"account_group_id": (
instance.account.group.id if instance.account.group else None
),
"is_asset_account": instance.account.is_asset,
"is_archived_account": instance.account.is_archived,
"category_name": instance.category.name if instance.category else None,
"category_id": instance.category.id if instance.category else None,
"tag_names": [x.name for x in instance.tags.all()],
"tag_ids": [x.id for x in instance.tags.all()],
"entities_names": [x.name for x in instance.entities.all()],
"entities_ids": [x.id for x in instance.entities.all()],
"is_expense": instance.type == Transaction.Type.EXPENSE,
"is_income": instance.type == Transaction.Type.INCOME,
"is_paid": instance.is_paid,
"description": instance.description,
"amount": instance.amount,
"notes": instance.notes,
"date": instance.date,
"reference_date": instance.reference_date,
functions = {
"relativedelta": relativedelta,
"str": str,
"int": int,
"float": float,
"decimal": decimal.Decimal,
"datetime": datetime,
"date": date,
}
functions = {"relativedelta": relativedelta}
simple = EvalWithCompoundTypes(names=context, functions=functions)
simple = EvalWithCompoundTypes(
names=_get_names(instance), functions=functions
)
if signal == "transaction_created":
rules = TransactionRule.objects.filter(active=True, on_create=True)
rules = TransactionRule.objects.filter(
active=True, on_create=True
).order_by("id")
elif signal == "transaction_updated":
rules = TransactionRule.objects.filter(active=True, on_update=True)
rules = TransactionRule.objects.filter(
active=True, on_update=True
).order_by("id")
else:
rules = TransactionRule.objects.filter(active=True)
rules = TransactionRule.objects.filter(active=True).order_by("id")
for rule in rules:
if simple.eval(rule.trigger):
for action in rule.transaction_actions.all():
if action.field in [
TransactionRuleAction.Field.type,
TransactionRuleAction.Field.is_paid,
TransactionRuleAction.Field.date,
TransactionRuleAction.Field.reference_date,
TransactionRuleAction.Field.amount,
TransactionRuleAction.Field.description,
TransactionRuleAction.Field.notes,
]:
setattr(
instance,
action.field,
simple.eval(action.value),
try:
instance = _process_edit_transaction_action(
instance=instance, action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing edit transaction action {action.id}",
exc_info=True,
)
# else:
# simple.names.update(_get_names(instance))
# instance.save()
simple.names.update(_get_names(instance))
instance.save()
for action in rule.update_or_create_transaction_actions.all():
try:
_process_update_or_create_transaction_action(
action=action, simple_eval=simple
)
except Exception as e:
logger.error(
f"Error processing update or create transaction action {action.id}",
exc_info=True,
)
elif action.field == TransactionRuleAction.Field.account:
value = simple.eval(action.value)
if isinstance(value, int):
account = Account.objects.get(id=value)
instance.account = account
elif isinstance(value, str):
account = Account.objects.filter(name=value).first()
instance.account = account
elif action.field == TransactionRuleAction.Field.category:
value = simple.eval(action.value)
if isinstance(value, int):
category = TransactionCategory.objects.get(id=value)
instance.category = category
elif isinstance(value, str):
category = TransactionCategory.objects.get(name=value)
instance.category = category
elif action.field == TransactionRuleAction.Field.tags:
value = simple.eval(action.value)
if isinstance(value, list):
# Clear existing tags
instance.tags.clear()
for tag_value in value:
if isinstance(tag_value, int):
tag = TransactionTag.objects.get(id=tag_value)
instance.tags.add(tag)
elif isinstance(tag_value, str):
tag = TransactionTag.objects.get(name=tag_value)
instance.tags.add(tag)
elif isinstance(value, (int, str)):
# If a single value is provided, treat it as a single tag
instance.tags.clear()
if isinstance(value, int):
tag = TransactionTag.objects.get(id=value)
else:
tag = TransactionTag.objects.get(name=value)
instance.tags.add(tag)
elif action.field == TransactionRuleAction.Field.entities:
value = simple.eval(action.value)
if isinstance(value, list):
# Clear existing entities
instance.entities.clear()
for entity_value in value:
if isinstance(entity_value, int):
entity = TransactionEntity.objects.get(
id=entity_value
)
instance.entities.add(entity)
elif isinstance(entity_value, str):
entity = TransactionEntity.objects.get(
name=entity_value
)
instance.entities.add(entity)
elif isinstance(value, (int, str)):
# If a single value is provided, treat it as a single entity
instance.entities.clear()
if isinstance(value, int):
entity = TransactionEntity.objects.get(id=value)
else:
entity = TransactionEntity.objects.get(name=value)
instance.entities.add(entity)
instance.save()
except Exception as e:
logger.error(
"Error while executing 'check_for_transaction_rules' task",
exc_info=True,
)
raise e
def _get_names(instance):
return {
"id": instance.id,
"account_name": instance.account.name,
"account_id": instance.account.id,
"account_group_name": (
instance.account.group.name if instance.account.group else None
),
"account_group_id": (
instance.account.group.id if instance.account.group else None
),
"is_asset_account": instance.account.is_asset,
"is_archived_account": instance.account.is_archived,
"category_name": instance.category.name if instance.category else None,
"category_id": instance.category.id if instance.category else None,
"tag_names": [x.name for x in instance.tags.all()],
"tag_ids": [x.id for x in instance.tags.all()],
"entities_names": [x.name for x in instance.entities.all()],
"entities_ids": [x.id for x in instance.entities.all()],
"is_expense": instance.type == Transaction.Type.EXPENSE,
"is_income": instance.type == Transaction.Type.INCOME,
"is_paid": instance.is_paid,
"description": instance.description,
"amount": instance.amount,
"notes": instance.notes,
"date": instance.date,
"reference_date": instance.reference_date,
"internal_note": instance.internal_note,
"internal_id": instance.internal_id,
}
def _process_update_or_create_transaction_action(action, simple_eval):
"""Helper to process a single linked transaction action"""
# Build search query using the helper method
search_query = action.build_search_query(simple_eval)
# Find latest matching transaction or create new
if search_query:
transaction = (
Transaction.objects.filter(search_query).order_by("-date", "-id").first()
)
else:
transaction = None
if not transaction:
transaction = Transaction()
simple_eval.names.update(
{
"my_account_name": (transaction.account.name if transaction.id else None),
"my_account_id": transaction.account.id if transaction.id else None,
"my_account_group_name": (
transaction.account.group.name
if transaction.id and transaction.account.group
else None
),
"my_account_group_id": (
transaction.account.group.id
if transaction.id and transaction.account.group
else None
),
"my_is_asset_account": (
transaction.account.is_asset if transaction.id else None
),
"my_is_archived_account": (
transaction.account.is_archived if transaction.id else None
),
"my_category_name": (
transaction.category.name if transaction.category else None
),
"my_category_id": transaction.category.id if transaction.category else None,
"my_tag_names": (
[x.name for x in transaction.tags.all()] if transaction.id else []
),
"my_tag_ids": (
[x.id for x in transaction.tags.all()] if transaction.id else []
),
"my_entities_names": (
[x.name for x in transaction.entities.all()] if transaction.id else []
),
"my_entities_ids": (
[x.id for x in transaction.entities.all()] if transaction.id else []
),
"my_is_expense": transaction.type == Transaction.Type.EXPENSE,
"my_is_income": transaction.type == Transaction.Type.INCOME,
"my_is_paid": transaction.is_paid,
"my_description": transaction.description,
"my_amount": transaction.amount or 0,
"my_notes": transaction.notes,
"my_date": transaction.date,
"my_reference_date": transaction.reference_date,
"my_internal_note": transaction.internal_note,
"my_internal_id": transaction.reference_date,
}
)
if action.filter:
value = simple_eval.eval(action.filter)
if not value:
return # Short-circuit execution if filter evaluates to false
# Set fields if provided
if action.set_account:
value = simple_eval.eval(action.set_account)
if isinstance(value, int):
transaction.account = Account.objects.get(id=value)
else:
transaction.account = Account.objects.get(name=value)
if action.set_type:
transaction.type = simple_eval.eval(action.set_type)
if action.set_is_paid:
transaction.is_paid = simple_eval.eval(action.set_is_paid)
if action.set_date:
transaction.date = simple_eval.eval(action.set_date)
if action.set_reference_date:
transaction.reference_date = simple_eval.eval(action.set_reference_date)
if action.set_amount:
transaction.amount = simple_eval.eval(action.set_amount)
if action.set_description:
transaction.description = simple_eval.eval(action.set_description)
if action.set_internal_note:
transaction.internal_note = simple_eval.eval(action.set_internal_note)
if action.set_internal_id:
transaction.internal_id = simple_eval.eval(action.set_internal_id)
if action.set_notes:
transaction.notes = simple_eval.eval(action.set_notes)
if action.set_category:
value = simple_eval.eval(action.set_category)
if isinstance(value, int):
transaction.category = TransactionCategory.objects.get(id=value)
else:
transaction.category = TransactionCategory.objects.get(name=value)
transaction.save()
# Handle M2M fields after save
if action.set_tags:
tags_value = simple_eval.eval(action.set_tags)
transaction.tags.clear()
if isinstance(tags_value, (list, tuple)):
for tag in tags_value:
if isinstance(tag, int):
transaction.tags.add(TransactionTag.objects.get(id=tag))
else:
transaction.tags.add(TransactionTag.objects.get(name=tag))
elif isinstance(tags_value, (int, str)):
if isinstance(tags_value, int):
transaction.tags.add(TransactionTag.objects.get(id=tags_value))
else:
transaction.tags.add(TransactionTag.objects.get(name=tags_value))
if action.set_entities:
entities_value = simple_eval.eval(action.set_entities)
transaction.entities.clear()
if isinstance(entities_value, (list, tuple)):
for entity in entities_value:
if isinstance(entity, int):
transaction.entities.add(TransactionEntity.objects.get(id=entity))
else:
transaction.entities.add(TransactionEntity.objects.get(name=entity))
elif isinstance(entities_value, (int, str)):
if isinstance(entities_value, int):
transaction.entities.add(
TransactionEntity.objects.get(id=entities_value)
)
else:
transaction.entities.add(
TransactionEntity.objects.get(name=entities_value)
)
def _process_edit_transaction_action(instance, action, simple_eval) -> Transaction:
if action.field in [
TransactionRuleAction.Field.type,
TransactionRuleAction.Field.is_paid,
TransactionRuleAction.Field.date,
TransactionRuleAction.Field.reference_date,
TransactionRuleAction.Field.amount,
TransactionRuleAction.Field.description,
TransactionRuleAction.Field.notes,
]:
setattr(
instance,
action.field,
simple_eval.eval(action.value),
)
elif action.field == TransactionRuleAction.Field.account:
value = simple_eval.eval(action.value)
if isinstance(value, int):
account = Account.objects.get(id=value)
instance.account = account
elif isinstance(value, str):
account = Account.objects.filter(name=value).first()
instance.account = account
elif action.field == TransactionRuleAction.Field.category:
value = simple_eval.eval(action.value)
if isinstance(value, int):
category = TransactionCategory.objects.get(id=value)
instance.category = category
elif isinstance(value, str):
category = TransactionCategory.objects.get(name=value)
instance.category = category
elif action.field == TransactionRuleAction.Field.tags:
value = simple_eval.eval(action.value)
if isinstance(value, list):
# Clear existing tags
instance.tags.clear()
for tag_value in value:
if isinstance(tag_value, int):
tag = TransactionTag.objects.get(id=tag_value)
instance.tags.add(tag)
elif isinstance(tag_value, str):
tag = TransactionTag.objects.get(name=tag_value)
instance.tags.add(tag)
elif isinstance(value, (int, str)):
# If a single value is provided, treat it as a single tag
instance.tags.clear()
if isinstance(value, int):
tag = TransactionTag.objects.get(id=value)
else:
tag = TransactionTag.objects.get(name=value)
instance.tags.add(tag)
elif action.field == TransactionRuleAction.Field.entities:
value = simple_eval.eval(action.value)
if isinstance(value, list):
# Clear existing entities
instance.entities.clear()
for entity_value in value:
if isinstance(entity_value, int):
entity = TransactionEntity.objects.get(id=entity_value)
instance.entities.add(entity)
elif isinstance(entity_value, str):
entity = TransactionEntity.objects.get(name=entity_value)
instance.entities.add(entity)
elif isinstance(value, (int, str)):
# If a single value is provided, treat it as a single entity
instance.entities.clear()
if isinstance(value, int):
entity = TransactionEntity.objects.get(id=value)
else:
entity = TransactionEntity.objects.get(name=value)
instance.entities.add(entity)
return instance

21
app/apps/rules/urls.py
View File

@@ -38,18 +38,33 @@ urlpatterns = [
name="transaction_rule_delete",
),
path(
"rules/transaction/<int:transaction_rule_id>/action/add/",
"rules/transaction/<int:transaction_rule_id>/transaction-action/add/",
views.transaction_rule_action_add,
name="transaction_rule_action_add",
),
path(
"rules/transaction/action/<int:transaction_rule_action_id>/edit/",
"rules/transaction/transaction-action/<int:transaction_rule_action_id>/edit/",
views.transaction_rule_action_edit,
name="transaction_rule_action_edit",
),
path(
"rules/transaction/action/<int:transaction_rule_action_id>/delete/",
"rules/transaction/transaction-action/<int:transaction_rule_action_id>/delete/",
views.transaction_rule_action_delete,
name="transaction_rule_action_delete",
),
path(
"rules/transaction/<int:transaction_rule_id>/update-or-create-transaction-action/add/",
views.update_or_create_transaction_rule_action_add,
name="update_or_create_transaction_rule_action_add",
),
path(
"rules/transaction/update-or-create-transaction-action/<int:pk>/edit/",
views.update_or_create_transaction_rule_action_edit,
name="update_or_create_transaction_rule_action_edit",
),
path(
"rules/transaction/update-or-create-transaction-action/<int:pk>/delete/",
views.update_or_create_transaction_rule_action_delete,
name="update_or_create_transaction_rule_action_delete",
),
]

106
app/apps/rules/views.py
View File

@@ -6,8 +6,16 @@ from django.utils.translation import gettext_lazy as _
from django.views.decorators.http import require_http_methods
from apps.common.decorators.htmx import only_htmx
from apps.rules.forms import TransactionRuleForm, TransactionRuleActionForm
from apps.rules.models import TransactionRule, TransactionRuleAction
from apps.rules.forms import (
TransactionRuleForm,
TransactionRuleActionForm,
UpdateOrCreateTransactionRuleActionForm,
)
from apps.rules.models import (
TransactionRule,
TransactionRuleAction,
UpdateOrCreateTransactionRuleAction,
)
@login_required
@@ -60,10 +68,15 @@ def transaction_rule_add(request, **kwargs):
if request.method == "POST":
form = TransactionRuleForm(request.POST)
if form.is_valid():
instance = form.save()
form.save()
messages.success(request, _("Rule added successfully"))
return redirect("transaction_rule_action_add", instance.id)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = TransactionRuleForm()
@@ -215,3 +228,88 @@ def transaction_rule_action_delete(request, transaction_rule_action_id):
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if request.method == "POST":
form = UpdateOrCreateTransactionRuleActionForm(
request.POST, rule=transaction_rule
)
if form.is_valid():
form.save()
messages.success(
request, _("Update or Create Transaction action added successfully")
)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = UpdateOrCreateTransactionRuleActionForm(rule=transaction_rule)
return render(
request,
"rules/fragments/transaction_rule/update_or_create_transaction_rule_action/add.html",
{"form": form, "transaction_rule_id": transaction_rule_id},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def update_or_create_transaction_rule_action_edit(request, pk):
linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
transaction_rule = linked_action.rule
if request.method == "POST":
form = UpdateOrCreateTransactionRuleActionForm(
request.POST, instance=linked_action, rule=transaction_rule
)
if form.is_valid():
form.save()
messages.success(
request, _("Update or Create Transaction action updated successfully")
)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = UpdateOrCreateTransactionRuleActionForm(
instance=linked_action, rule=transaction_rule
)
return render(
request,
"rules/fragments/transaction_rule/update_or_create_transaction_rule_action/edit.html",
{"form": form, "action": linked_action},
)
@only_htmx
@login_required
@require_http_methods(["DELETE"])
def update_or_create_transaction_rule_action_delete(request, pk):
linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
linked_action.delete()
messages.success(
request, _("Update or Create Transaction action deleted successfully")
)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)

11
app/templates/rules/fragments/transaction_rule/update_or_create_transaction_rule_action/add.html Normal file
View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Add action to transaction rule' %}{% endblock %}
{% block body %}
<form hx-post="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule_id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

11
app/templates/rules/fragments/transaction_rule/update_or_create_transaction_rule_action/edit.html Normal file
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@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Edit transaction rule action' %}{% endblock %}
{% block body %}
<form hx-post="{% url 'update_or_create_transaction_rule_action_edit' pk=action.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

181
app/templates/rules/fragments/transaction_rule/view.html
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@@ -5,80 +5,121 @@
{% block title %}{% translate 'Transaction Rule' %}{% endblock %}
{% block body %}
<div hx-get="{% url 'transaction_rule_view' transaction_rule_id=transaction_rule.id %}" hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading">
<div class="tw-text-2xl">{{ transaction_rule.name }}</div>
<div class="tw-text-base tw-text-gray-400">{{ transaction_rule.description }}</div>
<hr>
<div class="my-3">
<div class="tw-text-xl">{% translate 'If transaction...' %}</div>
<div class="card">
<div class="card-body">
{{ transaction_rule.trigger }}
</div>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'transaction_rule_edit' transaction_rule_id=transaction_rule.id %}"
hx-target="#generic-offcanvas">
<div hx-get="{% url 'transaction_rule_view' transaction_rule_id=transaction_rule.id %}"
hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading">
<div class="tw-text-2xl">{{ transaction_rule.name }}</div>
<div class="tw-text-base tw-text-gray-400">{{ transaction_rule.description }}</div>
<hr>
<div class="my-3">
<div class="tw-text-xl mb-2">{% translate 'If transaction...' %}</div>
<div class="card">
<div class="card-body">
{{ transaction_rule.trigger }}
</div>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'transaction_rule_edit' transaction_rule_id=transaction_rule.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
</div>
</div>
</div>
</div>
</div>
<div class="my-3">
<div class="tw-text-xl">{% translate 'Then...' %}</div>
{% for action in transaction_rule.transaction_actions.all %}
<div class="card mb-3">
<div class="card-body">
<div class="card mb-3">
<div class="card-header">{% translate 'Set' %}</div>
<div class="card-body">{{ action.get_field_display }}</div>
<div class="my-3">
<div class="tw-text-xl mb-2">{% translate 'Then...' %}</div>
{% for action in transaction_rule.transaction_actions.all %}
<div class="card mb-3">
<div class="card-header">
<div><span class="badge text-bg-primary">{% trans 'Edit transaction' %}</span></div>
</div>
<div class="card-body">
<div>{% translate 'Set' %} <span
class="badge text-bg-secondary">{{ action.get_field_display }}</span> {% translate 'to' %}</div>
<div class="text-bg-secondary rounded-3 mt-3 p-2">{{ action.value }}</div>
</div>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'transaction_rule_action_edit' transaction_rule_action_id=action.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i>
</a>
<a class="text-danger text-decoration-none p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_rule_action_delete' transaction_rule_action_id=action.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal">
<i class="fa-solid fa-trash fa-fw"></i>
</a>
</div>
</div>
{% endfor %}
{% for action in transaction_rule.update_or_create_transaction_actions.all %}
<div class="card mb-3">
<div class="card-header">
<div><span class="badge text-bg-primary">{% trans 'Update or create transaction' %}</span></div>
</div>
<div class="card-body">
<div>{% trans 'Edit to view' %}</div>
</div>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'update_or_create_transaction_rule_action_edit' pk=action.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i>
</a>
<a class="text-danger text-decoration-none p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'update_or_create_transaction_rule_action_delete' pk=action.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal">
<i class="fa-solid fa-trash fa-fw"></i>
</a>
</div>
</div>
{% endfor %}
{% if not transaction_rule.update_or_create_transaction_actions.all and not transaction_rule.transaction_actions.all %}
<div class="card">
<div class="card-body">
{% translate 'This rule has no actions' %}
</div>
</div>
{% endif %}
<hr>
<div class="dropdown">
<button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
aria-expanded="false">
<i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
</button>
<ul class="dropdown-menu dropdown-menu-end w-100">
<li><a class="dropdown-item" role="link"
hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
hx-target="#generic-offcanvas">{% trans 'Edit Transaction' %}</a></li>
<li><a class="dropdown-item" role="link"
hx-get="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
hx-target="#generic-offcanvas">{% trans 'Update or Create Transaction' %}</a></li>
</ul>
</div>
<div class="card mb-3">
<div class="card-header">{% translate 'to' %}</div>
<div class="card-body">{{ action.value }}</div>
</div>
</div>
<div class="card-footer text-end">
<a class="text-decoration-none tw-text-gray-400 p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'transaction_rule_action_edit' transaction_rule_action_id=action.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i>
</a>
<a class="text-danger text-decoration-none p-1"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Delete" %}"
hx-delete="{% url 'transaction_rule_action_delete' transaction_rule_action_id=action.id %}"
hx-trigger='confirmed'
data-bypass-on-ctrl="true"
data-title="{% translate "Are you sure?" %}"
data-text="{% translate "You won't be able to revert this!" %}"
data-confirm-text="{% translate "Yes, delete it!" %}"
_="install prompt_swal">
<i class="fa-solid fa-trash fa-fw"></i>
</a>
</div>
</div>
{% empty %}
<div class="card">
<div class="card-body">
{% translate 'This rule has no actions' %}
</div>
</div>
{% endfor %}
<hr>
<a class="btn btn-outline-primary text-decoration-none w-100"
hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
role="button"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
</a>
</div>
</div>
{% endblock %}