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100 Commits

Author SHA1 Message Date
eitchtee
43184140f0 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-05-11 15:47:57 +00:00
Herculino Trotta
acc325c150 Merge pull request #254
fix(api:accounts): unable to create an account with an account group
2025-05-11 12:47:23 -03:00
Herculino Trotta
46eb471a34 fix(api:transactions): wrong schema definition for TransactionCategory 2025-05-11 12:46:30 -03:00
Herculino Trotta
6dc14c73d6 fix(api:accounts): unable to create an account with an account group
Fixes #253
2025-05-11 12:41:26 -03:00
Felix
f942924e7c locale((Ukrainian)): added translation using Weblate 2025-05-11 06:23:59 +00:00
Dimitri Decrock
aa6019e0a9 locale(Dutch): update translation
Currently translated at 100.0% (651 of 651 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-05-01 09:16:53 +00:00
Herculino Trotta
9dfbd346bc locale(Portuguese (Brazil)): update translation
Currently translated at 100.0% (651 of 651 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/
2025-04-27 20:17:02 +00:00
Herculino Trotta
73b1d36dfd Merge remote-tracking branch 'weblate/main'
fix
2025-04-27 17:14:20 -03:00
Herculino Trotta
3662fb030a merge conflit 2025-04-27 16:48:38 -03:00
ThomasE
a423ee1032 locale(French): update translation
Currently translated at 46.6% (303 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-27 19:12:34 +00:00
eitchtee
72eb59d24f chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-27 19:12:31 +00:00
Herculino Trotta
1a0247e028 Merge pull request #252
fix: duplicate totals when account is shared with owner & prevent SharedObject from being shared with owner
2025-04-27 16:11:49 -03:00
Herculino Trotta
281a0fccda fix: prevent SharedObjects from being shared with their owner
#247
2025-04-27 16:07:54 -03:00
Herculino Trotta
59ce50299a fix(transactions): duplicate totals when account is shared with owner or owner-less and shared
#247
2025-04-27 15:57:55 -03:00
Dimitri Decrock
be89509beb locale(Dutch): update translation
Currently translated at 100.0% (650 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-04-26 11:16:53 +00:00
H4ndrew
80cded234d locale(French): update translation
Currently translated at 45.3% (295 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-23 09:16:53 +00:00
H4ndrew
030bb63586 locale(French): update translation
Currently translated at 39.3% (256 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-22 13:16:53 +00:00
H4ndrew
66e8fc5884 locale(French): update translation
Currently translated at 36.6% (238 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-22 11:16:53 +00:00
Dimitri Decrock
363047337d locale(Dutch): update translation
Currently translated at 99.8% (649 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-04-22 05:16:53 +00:00
eitchtee
c7e32d1576 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-21 18:45:41 +00:00
Herculino Trotta
157e59a1d1 Merge pull request #250
fix(transactions): save and add similar not initializing dates properly
2025-04-21 15:45:05 -03:00
Herculino Trotta
d9c505ac79 fix(transactions): save and add similar not initializing dates properly
Fixes #248
2025-04-21 15:44:42 -03:00
Herculino Trotta
7274a13f3c Merge pull request #249
fix(accounts): unable to share some accounts; wrong url getting used
2025-04-21 14:33:41 -03:00
Herculino Trotta
5d64665ddd fix(accounts): unable to share some accounts; wrong url getting used 2025-04-21 14:33:11 -03:00
Herculino Trotta
e0d92d15c8 locale(Portuguese (Brazil)): update translation
Currently translated at 100.0% (650 of 650 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/
2025-04-20 21:16:53 +00:00
eitchtee
48dd658627 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-20 18:57:34 +00:00
Herculino Trotta
80dbbd02f0 Merge pull request #246 from eitchtee/dev
feat(transactions): add another transaction (or a similar one)
2025-04-20 15:56:58 -03:00
Herculino Trotta
4b7ca61c29 feat(transactions): add another transaction (or a similar one) right after adding one 2025-04-20 15:55:50 -03:00
eitchtee
b2f04ae1f9 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-19 15:30:24 +00:00
Herculino Trotta
f34d4b5e28 Merge pull request #245 from eitchtee/dev
feat(insights:category-overview): pick between Projected/Current/Final totals
2025-04-19 12:28:50 -03:00
Herculino Trotta
d2ebfbd615 feat(insights:category-overview): pick between Projected/Current/Final totals 2025-04-19 12:28:22 -03:00
Herculino Trotta
812abbe488 feat(insights:category-overview): pick between Projected/Current/Final totals 2025-04-19 12:16:21 -03:00
eitchtee
9602a4affc chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-19 05:41:07 +00:00
Herculino Trotta
bf548c0747 Merge pull request #244 from eitchtee/dev
feat(insights:category-overview): display tags breakdown alongside categories
2025-04-19 02:40:26 -03:00
Herculino Trotta
55ad2be08b feat(insights:category-overview): display tags breakdown alongside categories 2025-04-19 02:36:38 -03:00
eitchtee
2cd58c2464 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-19 05:36:33 +00:00
Herculino Trotta
4675ba9d56 Merge pull request #243
feat(insights:category-overview): select if you want to view table or bar charts, defaults to table
2025-04-19 02:35:55 -03:00
Herculino Trotta
a25c992d5c feat(cotton): convert help icon to cotton template; allow setting custom icon 2025-04-19 02:34:16 -03:00
Herculino Trotta
2eadfe99a5 feat(insights:category-overview): select if you want to view table or bar charts, defaults to table 2025-04-19 00:00:31 -03:00
Herculino Trotta
11086a726f fix(insights): missing page title 2025-04-18 23:59:32 -03:00
Herculino Trotta
cd99b40b0a Merge pull request #242
fix(users): users doesn't activate management menu entry
2025-04-18 15:08:19 -03:00
Herculino Trotta
63aa51dc0d fix(users): users doesn't activate management menu entry 2025-04-18 15:08:00 -03:00
eitchtee
4708c5bc7e chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-18 18:05:59 +00:00
Herculino Trotta
5a8462c050 Merge pull request #241
fix(users): disables profile editing on demo mode
2025-04-18 15:05:24 -03:00
Herculino Trotta
6cac02e01f fix(users): disables profile editing on demo mode 2025-04-18 15:04:58 -03:00
Dimitri Decrock
8d12ceeebb locale(Dutch): update translation
Currently translated at 100.0% (643 of 643 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-04-14 08:16:53 +00:00
Emil
4681d3ca1d locale(Swedish): update translation
Currently translated at 0.1% (1 of 643 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/sv/
2025-04-14 06:16:53 +00:00
Dimitri Decrock
60ded03ea9 locale(Dutch): update translation
Currently translated at 96.5% (621 of 643 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-04-14 06:16:53 +00:00
Emil
b20d137dc3 locale((Swedish)): added translation using Weblate 2025-04-14 05:02:06 +00:00
Herculino Trotta
29ca6eed6c locale(Portuguese (Brazil)): update translation
Currently translated at 100.0% (643 of 643 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/
2025-04-13 23:16:53 +00:00
eitchtee
fa85303f36 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-13 22:01:20 +00:00
Herculino Trotta
a5f4f43678 Merge pull request #240
feat: user management screen; allow users to edit their profile
2025-04-13 19:00:43 -03:00
Herculino Trotta
d807bd5da3 feat: user management screen; allow users to edit their profile 2025-04-13 19:00:25 -03:00
eitchtee
85314fb749 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-13 15:49:29 +00:00
Herculino Trotta
c4d5e93a41 Merge pull request #239
feat(transactions): add transaction owner to recurring and installments
2025-04-13 12:48:50 -03:00
Herculino Trotta
86f0c4365e feat(transactions): add transaction owner to recurring and installments 2025-04-13 12:48:18 -03:00
Herculino Trotta
202592b940 Merge pull request #238
fix(transactions): recurring transactions not getting created
2025-04-13 12:47:35 -03:00
Herculino Trotta
aea149bd13 fix(transactions): recurring transactions not getting created 2025-04-13 12:47:01 -03:00
Dimitri Decrock
411365f101 locale(Dutch): update translation
Currently translated at 100.0% (620 of 620 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-04-13 11:16:53 +00:00
Herculino Trotta
2008476021 locale(Portuguese): update translation
Currently translated at 100.0% (620 of 620 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt/
2025-04-13 08:16:53 +00:00
Herculino Trotta
53afe5b8eb locale(Portuguese (Brazil)): update translation
Currently translated at 100.0% (620 of 620 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/
2025-04-13 08:16:53 +00:00
Herculino Trotta
6193c7a048 Merge pull request #237
chore: bump deps
2025-04-13 03:57:45 -03:00
Herculino Trotta
41f81d90d7 chore: bump deps 2025-04-13 03:57:27 -03:00
eitchtee
bf623cf16b chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-13 06:46:15 +00:00
Herculino Trotta
ec213330cd Merge pull request #236
feat(insights:category-overview): add bar chart with category totals
2025-04-13 03:45:43 -03:00
Herculino Trotta
7aedf524c6 feat(insights:category-overview): add bar chart with category totals
Closes #231
2025-04-13 03:45:22 -03:00
eitchtee
04602b1964 chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-13 04:00:29 +00:00
Herculino Trotta
15cfc4f300 Merge pull request #235
locale: add all supported languages by django as an available option
2025-04-13 00:59:51 -03:00
Herculino Trotta
3463c7c62c locale: add all supported languages by django as an available option 2025-04-13 00:58:57 -03:00
Herculino Trotta
7b76c10093 locale(pt): copy strings from pt-br 2025-04-13 00:25:47 -03:00
Herculino Trotta
7ad26a2e7b Merge pull request #234
fix(select): only 50 select options would be shown at a time
2025-04-13 00:03:03 -03:00
Herculino Trotta
7706ca2d5f fix(select): only 50 select options would be shown at a time 2025-04-13 00:02:23 -03:00
Herculino Trotta
56198e93ce locale((Portuguese)): added translation using Weblate 2025-04-13 02:50:39 +00:00
Herculino Trotta
a74323f739 locale((English (United Kingdom))): deleted translation using Weblate 2025-04-13 02:50:09 +00:00
Herculino Trotta
e4efde177b locale((English (Australia))): deleted translation using Weblate 2025-04-13 02:49:54 +00:00
Herculino Trotta
5871a03ee2 locale((Portuguese)): deleted translation using Weblate 2025-04-13 02:49:10 +00:00
Prefill add-on
67af4430e1 locale(Portuguese): update translation
Currently translated at 0.0% (0 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt/
2025-04-13 02:40:11 +00:00
Prefill add-on
696dcdf951 locale(English (United Kingdom)): update translation
Currently translated at 0.0% (0 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/en_GB/
2025-04-13 02:40:10 +00:00
Prefill add-on
e35bad0e08 locale(English (Australia)): update translation
Currently translated at 0.0% (0 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/en_AU/
2025-04-13 02:40:09 +00:00
Prefill add-on
904f7cac22 locale(Spanish): update translation
Currently translated at 0.0% (0 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/es/
2025-04-13 02:40:09 +00:00
Prefill add-on
ccd73963ca locale(French): update translation
Currently translated at 27.6% (171 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-13 02:40:08 +00:00
Prefill add-on
b5469b0413 locale(German): update translation
Currently translated at 98.7% (610 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/de/
2025-04-13 02:40:07 +00:00
Herculino Trotta
dae848d951 locale((Portuguese)): added translation using Weblate 2025-04-13 02:34:18 +00:00
Herculino Trotta
45a33ad0c0 locale((English (United Kingdom))): added translation using Weblate 2025-04-13 02:33:05 +00:00
Herculino Trotta
89e50b17bd locale((English (Australia))): added translation using Weblate 2025-04-13 02:33:05 +00:00
Herculino Trotta
ac54ba3da1 Merge pull request #233
fix(cotton): sometimes distribution bars don't get filled completely
2025-04-12 16:33:47 -03:00
Herculino Trotta
2da610f15e fix(cotton): sometimes distribution bars don't get filled completely 2025-04-12 16:33:22 -03:00
valentin-p
4ab6c4c6b6 locale(French): update translation
Currently translated at 27.6% (171 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-07 08:16:53 +00:00
H4ndrew
68dbedd938 locale(French): update translation
Currently translated at 26.5% (164 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-03 15:16:53 +00:00
Herculino Trotta
2800c53346 Create FUNDING.yml 2025-04-02 23:03:33 -03:00
Herculino Trotta
132547a074 locale((Spanish)): added translation using Weblate 2025-04-03 01:42:19 +00:00
Herculino Trotta
61ed87dc45 locale(Portuguese (Brazil)): update translation
Currently translated at 100.0% (618 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/
2025-04-02 20:16:53 +00:00
H4ndrew
96c1227c4f locale(French): update translation
Currently translated at 24.2% (150 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-02 17:07:17 +00:00
H4ndrew
33f1ac1785 locale(French): update translation
Currently translated at 19.4% (120 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/fr/
2025-04-02 15:07:17 +00:00
Dimitri Decrock
e9e94a8343 locale(Dutch): update translation
Currently translated at 100.0% (618 of 618 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/nl/
2025-04-01 06:07:17 +00:00
Herculino Trotta
ba24a53853 Merge pull request #229
feat(demo): add dummy data
2025-04-01 01:06:02 -03:00
Herculino Trotta
4955fbde33 feat(demo): add dummy data 2025-04-01 01:05:28 -03:00
eitchtee
d04067a91d chore(locale): update translation files
[skip ci] Automatically generated by Django makemessages workflow
2025-04-01 04:05:11 +00:00
Herculino Trotta
01333a439b Merge pull request #228
fix(common:fields:month_year): unable to load data with a date
2025-04-01 01:04:35 -03:00
Herculino Trotta
d26907ea94 fix(common:fields:month_year): unable to load data with a date 2025-04-01 01:04:20 -03:00
43 changed files with 18786 additions and 1589 deletions

4
.github/FUNDING.yml vendored Normal file
View File

@@ -0,0 +1,4 @@
# These are supported funding model platforms
github: eitchtee
custom: ["https://www.paypal.com/donate/?hosted_button_id=FFWM4W9NQDMM6"]

View File

@@ -163,10 +163,105 @@ AUTH_USER_MODEL = "users.User"
LANGUAGE_CODE = "en"
LANGUAGES = (
("af", "Afrikaans"),
("ar", "العربية"),
("ar-dz", "العربية (الجزائر)"), # Algerian Arabic often uses the base name + region
("ast", "Asturianu"),
("az", "Azərbaycan"),
("bg", "Български"),
("be", "Беларуская"),
("bn", "বাংলা"),
("br", "Brezhoneg"),
("bs", "Bosanski"),
("ca", "Català"),
("ckb", "کوردیی ناوەندی"), # Central Kurdish (Sorani)
("cs", "Čeština"),
("cy", "Cymraeg"),
("da", "Dansk"),
("de", "Deutsch"),
("dsb", "Dolnoserbšćina"),
("el", "Ελληνικά"),
("en", "English"),
("en-au", "English (Australia)"),
("en-gb", "English (UK)"),
("eo", "Esperanto"),
("es", "Español"),
("es-ar", "Español (Argentina)"),
("es-co", "Español (Colombia)"),
("es-mx", "Español (México)"),
("es-ni", "Español (Nicaragua)"),
("es-ve", "Español (Venezuela)"),
("et", "Eesti"),
("eu", "Euskara"),
("fa", "فارسی"),
("fi", "Suomi"),
("fr", "Français"),
("fy", "Frysk"),
("ga", "Gaeilge"),
("gd", "Gàidhlig"),
("gl", "Galego"),
("he", "עברית"),
("hi", "हिन्दी"),
("hr", "Hrvatski"),
("hsb", "Hornjoserbšćina"),
("hu", "Magyar"),
("hy", "Հայերեն"),
("ia", "Interlingua"),
("id", "Bahasa Indonesia"),
("ig", "Igbo"),
("io", "Ido"),
("is", "Íslenska"),
("it", "Italiano"),
("ja", "日本語"),
("ka", "ქართული"),
("kab", "Taqbaylit"),
("kk", "Қазақша"),
("km", "ខ្មែរ"),
("kn", "ಕನ್ನಡ"),
("ko", "한국어"),
("ky", "Кыргызча"),
("lb", "Lëtzebuergesch"),
("lt", "Lietuvių"),
("lv", "Latviešu"),
("mk", "Македонски"),
("ml", "മലയാളം"),
("mn", "Монгол"),
("mr", "मराठी"),
("ms", "Bahasa Melayu"),
("my", "မြန်မာဘာသာ"),
("nb", "Norsk (Bokmål)"),
("ne", "नेपाली"),
("nl", "Nederlands"),
("nn", "Norsk (Nynorsk)"),
("os", "Ирон"), # Ossetic
("pa", "ਪੰਜਾਬੀ"),
("pl", "Polski"),
("pt", "Português"),
("pt-br", "Português (Brasil)"),
("ro", "Română"),
("ru", "Русский"),
("sk", "Slovenčina"),
("sl", "Slovenščina"),
("sq", "Shqip"),
("sr", "Српски"),
("sr-latn", "Srpski (Latinica)"),
("sv", "Svenska"),
("sw", "Kiswahili"),
("ta", "தமிழ்"),
("te", "తెలుగు"),
("tg", "Тоҷикӣ"),
("th", "ไทย"),
("tk", "Türkmençe"),
("tr", "Türkçe"),
("tt", "Татарча"),
("udm", "Удмурт"),
("ug", "ئۇيغۇرچە"),
("uk", "Українська"),
("ur", "اردو"),
("uz", "Oʻzbekcha"),
("vi", "Tiếng Việt"),
("zh-hans", "简体中文"),
("zh-hant", "繁體中文"),
)
TIME_ZONE = os.getenv("TZ", "UTC")

View File

@@ -51,7 +51,7 @@ urlpatterns = [
),
path(
"account-groups/<int:pk>/share/",
views.account_share,
views.account_group_share,
name="account_group_share_settings",
),
]

View File

@@ -145,7 +145,7 @@ def account_group_take_ownership(request, pk):
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def account_share(request, pk):
def account_group_share(request, pk):
obj = get_object_or_404(AccountGroup, id=pk)
if obj.owner and obj.owner != request.user:

View File

@@ -41,7 +41,10 @@ class TransactionCategoryField(serializers.Field):
def get_schema():
return {
"type": "array",
"items": {"type": "string", "description": "TransactionTag ID or name"},
"items": {
"type": "string",
"description": "TransactionCategory ID or name",
},
}

View File

@@ -1,3 +1,4 @@
from django.db.models import Q
from rest_framework import serializers
from rest_framework.permissions import IsAuthenticated
@@ -22,6 +23,7 @@ class AccountSerializer(serializers.ModelSerializer):
write_only=True,
allow_null=True,
)
currency = CurrencySerializer(read_only=True)
currency_id = serializers.PrimaryKeyRelatedField(
queryset=Currency.objects.all(), source="currency", write_only=True
@@ -50,6 +52,13 @@ class AccountSerializer(serializers.ModelSerializer):
"is_asset",
]
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
request = self.context.get("request")
if request and request.user.is_authenticated:
# Reload the queryset to get an updated version with the requesting user
self.fields["group_id"].queryset = AccountGroup.objects.all()
def create(self, validated_data):
return Account.objects.create(**validated_data)

View File

@@ -0,0 +1,78 @@
from functools import wraps
from django.conf import settings
from django.core.exceptions import PermissionDenied
from django.http import HttpResponse
from django.shortcuts import redirect
from django.urls import reverse, NoReverseMatch
def is_superuser(view):
@wraps(view)
def _view(request, *args, **kwargs):
if not request.user.is_superuser:
raise PermissionDenied
return view(request, *args, **kwargs)
return _view
def htmx_login_required(function=None, login_url=None):
"""
Decorator that checks if the user is logged in.
Allows overriding the default login URL.
If the user is not logged in:
- If "hx-request" is present in the request header, it returns a 200 response
with a "HX-Redirect" header containing the determined login URL (including the "next" parameter).
- If "hx-request" is not present, it redirects to the determined login page normally.
Args:
function: The view function to decorate.
login_url: Optional. The URL or URL name to redirect to for login.
Defaults to settings.LOGIN_URL.
"""
def decorator(view_func):
# Simplified @wraps usage - it handles necessary attribute assignments by default
@wraps(view_func)
def wrapped_view(request, *args, **kwargs):
if request.user.is_authenticated:
return view_func(request, *args, **kwargs)
else:
# Determine the login URL
resolved_login_url = login_url
if not resolved_login_url:
resolved_login_url = settings.LOGIN_URL
# Try to reverse the URL name if it's not a path
try:
# Check if it looks like a URL path already
if "/" not in resolved_login_url and "." not in resolved_login_url:
login_url_path = reverse(resolved_login_url)
else:
login_url_path = resolved_login_url
except NoReverseMatch:
# If reverse fails, assume it's already a URL path
login_url_path = resolved_login_url
# Construct the full redirect path with 'next' parameter
# Ensure request.path is URL-encoded if needed, though Django usually handles this
redirect_path = f"{login_url_path}?next={request.get_full_path()}" # Use get_full_path() to include query params
if request.headers.get("hx-request"):
# For HTMX requests, return a 200 with the HX-Redirect header.
response = HttpResponse()
response["HX-Redirect"] = login_url_path
return response
else:
# For regular requests, redirect to the login page.
return redirect(redirect_path)
return wrapped_view
if function:
return decorator(function)
return decorator

View File

@@ -20,7 +20,15 @@ class MonthYearModelField(models.DateField):
# Set the day to 1
return date.replace(day=1).date()
except ValueError:
raise ValidationError(_("Invalid date format. Use YYYY-MM."))
try:
# Also accept YYYY-MM-DD format (for loaddata)
return (
datetime.datetime.strptime(value, "%Y-%m-%d").replace(day=1).date()
)
except ValueError:
raise ValidationError(
_("Invalid date format. Use YYYY-MM or YYYY-MM-DD.")
)
def formfield(self, **kwargs):
kwargs["widget"] = MonthYearWidget

View File

@@ -2,6 +2,7 @@ from crispy_forms.bootstrap import FormActions
from django import forms
from django.contrib.auth import get_user_model
from django.utils.translation import gettext_lazy as _
from django.core.exceptions import ValidationError
from crispy_forms.helper import FormHelper
from crispy_forms.layout import Layout, Field, Submit, Div, HTML
@@ -81,6 +82,23 @@ class SharedObjectForm(forms.Form):
),
)
def clean(self):
cleaned_data = super().clean()
owner = cleaned_data.get("owner")
shared_with_users = cleaned_data.get("shared_with_users", [])
# Raise validation error if owner is in shared_with_users
if owner and owner in shared_with_users:
self.add_error(
"shared_with_users",
ValidationError(
_("You cannot share this item with its owner."),
code="invalid_share",
),
)
return cleaned_data
def save(self):
instance = self.instance

View File

@@ -49,7 +49,7 @@ async def remove_expired_sessions(timestamp=None):
def reset_demo_data(timestamp=None):
"""
Wipes the database and loads fresh demo data if DEMO mode is active.
Runs daily at 6:00 AM.
Runs daily at 8:00 AM.
"""
if not settings.DEMO:
return # Exit if not in demo mode
@@ -59,13 +59,14 @@ def reset_demo_data(timestamp=None):
try:
# 1. Flush the database (wipe all data)
logger.info("Flushing the database...")
# Using --noinput prevents prompts. Specify database if not default.
management.call_command(
"flush", "--noinput", database=DEFAULT_DB_ALIAS, verbosity=1
)
logger.info("Database flushed successfully.")
# 2. Load data from the fixture
# TO-DO: Roll dates over based on today's date
fixture_name = "fixtures/demo_data.json"
logger.info(f"Loading data from fixture: {fixture_name}...")
management.call_command(

View File

@@ -15,10 +15,11 @@ from cachalot.api import invalidate
from apps.common.decorators.htmx import only_htmx
from apps.transactions.models import Transaction
from apps.common.decorators.user import htmx_login_required
@only_htmx
@login_required
@htmx_login_required
@require_http_methods(["GET"])
def toasts(request):
return render(request, "common/fragments/toasts.html")

View File

@@ -10,7 +10,7 @@ from apps.currencies.utils.convert import convert
def get_categories_totals(transactions_queryset, ignore_empty=False):
# Get metrics for each category and currency in a single query
# First get the category totals as before
category_currency_metrics = (
transactions_queryset.values(
"category",
@@ -74,9 +74,65 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
.order_by("category__name")
)
# Get tag totals within each category with currency details
tag_metrics = transactions_queryset.values(
"category",
"tags",
"tags__name",
"account__currency",
"account__currency__code",
"account__currency__name",
"account__currency__decimal_places",
"account__currency__prefix",
"account__currency__suffix",
"account__currency__exchange_currency",
).annotate(
expense_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
expense_projected=Coalesce(
Sum(
Case(
When(type=Transaction.Type.EXPENSE, is_paid=False, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_current=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
income_projected=Coalesce(
Sum(
Case(
When(type=Transaction.Type.INCOME, is_paid=False, then="amount"),
default=Value(0),
output_field=models.DecimalField(),
)
),
Decimal("0"),
),
)
# Process the results to structure by category
result = {}
# Process category totals first
for metric in category_currency_metrics:
# Skip empty categories if ignore_empty is True
if ignore_empty and all(
@@ -101,7 +157,11 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
currency_id = metric["account__currency"]
if category_id not in result:
result[category_id] = {"name": metric["category__name"], "currencies": {}}
result[category_id] = {
"name": metric["category__name"],
"currencies": {},
"tags": {}, # Add tags container
}
# Add currency data
currency_data = {
@@ -162,4 +222,101 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
result[category_id]["currencies"][currency_id] = currency_data
# Process tag totals and add them to the result, including untagged
for tag_metric in tag_metrics:
category_id = tag_metric["category"]
tag_id = tag_metric["tags"] # Will be None for untagged transactions
if category_id in result:
# Initialize the tag container if not exists
if "tags" not in result[category_id]:
result[category_id]["tags"] = {}
# Determine if this is a tagged or untagged transaction
tag_key = tag_id if tag_id is not None else "untagged"
tag_name = tag_metric["tags__name"] if tag_id is not None else None
if tag_key not in result[category_id]["tags"]:
result[category_id]["tags"][tag_key] = {
"name": tag_name,
"currencies": {},
}
currency_id = tag_metric["account__currency"]
# Calculate tag totals
tag_total_current = (
tag_metric["income_current"] - tag_metric["expense_current"]
)
tag_total_projected = (
tag_metric["income_projected"] - tag_metric["expense_projected"]
)
tag_total_income = (
tag_metric["income_current"] + tag_metric["income_projected"]
)
tag_total_expense = (
tag_metric["expense_current"] + tag_metric["expense_projected"]
)
tag_total_final = tag_total_current + tag_total_projected
tag_currency_data = {
"currency": {
"code": tag_metric["account__currency__code"],
"name": tag_metric["account__currency__name"],
"decimal_places": tag_metric["account__currency__decimal_places"],
"prefix": tag_metric["account__currency__prefix"],
"suffix": tag_metric["account__currency__suffix"],
},
"expense_current": tag_metric["expense_current"],
"expense_projected": tag_metric["expense_projected"],
"total_expense": tag_total_expense,
"income_current": tag_metric["income_current"],
"income_projected": tag_metric["income_projected"],
"total_income": tag_total_income,
"total_current": tag_total_current,
"total_projected": tag_total_projected,
"total_final": tag_total_final,
}
# Add exchange currency support for tags
if tag_metric["account__currency__exchange_currency"]:
from_currency = Currency.objects.get(id=currency_id)
exchange_currency = Currency.objects.get(
id=tag_metric["account__currency__exchange_currency"]
)
exchanged = {}
for field in [
"expense_current",
"expense_projected",
"income_current",
"income_projected",
"total_income",
"total_expense",
"total_current",
"total_projected",
"total_final",
]:
amount, prefix, suffix, decimal_places = convert(
amount=tag_currency_data[field],
from_currency=from_currency,
to_currency=exchange_currency,
)
if amount is not None:
exchanged[field] = amount
if "currency" not in exchanged:
exchanged["currency"] = {
"prefix": prefix,
"suffix": suffix,
"decimal_places": decimal_places,
"code": exchange_currency.code,
"name": exchange_currency.name,
}
if exchanged:
tag_currency_data["exchanged"] = exchanged
result[category_id]["tags"][tag_key]["currencies"][
currency_id
] = tag_currency_data
return result

View File

@@ -1,10 +1,8 @@
import decimal
import json
from collections import defaultdict
from dateutil.relativedelta import relativedelta
from django.contrib.auth.decorators import login_required
from django.db.models import Sum, Avg, F
from django.db.models import Sum
from django.shortcuts import render
from django.utils import timezone
from django.views.decorators.http import require_http_methods
@@ -22,13 +20,13 @@ from apps.insights.utils.category_explorer import (
get_category_sums_by_account,
get_category_sums_by_currency,
)
from apps.insights.utils.category_overview import get_categories_totals
from apps.insights.utils.sankey import (
generate_sankey_data_by_account,
generate_sankey_data_by_currency,
)
from apps.insights.utils.transactions import get_transactions
from apps.transactions.models import TransactionCategory, Transaction
from apps.insights.utils.category_overview import get_categories_totals
from apps.transactions.utils.calculations import calculate_currency_totals
@@ -170,6 +168,24 @@ def category_sum_by_currency(request):
@login_required
@require_http_methods(["GET"])
def category_overview(request):
if "view_type" in request.GET:
view_type = request.GET["view_type"]
request.session["insights_category_explorer_view_type"] = view_type
else:
view_type = request.session.get("insights_category_explorer_view_type", "table")
if "show_tags" in request.GET:
show_tags = request.GET["show_tags"] == "on"
request.session["insights_category_explorer_show_tags"] = show_tags
else:
show_tags = request.session.get("insights_category_explorer_show_tags", True)
if "showing" in request.GET:
showing = request.GET["showing"]
request.session["insights_category_explorer_showing"] = showing
else:
showing = request.session.get("insights_category_explorer_showing", "final")
# Get filtered transactions
transactions = get_transactions(request, include_silent=True)
@@ -180,7 +196,12 @@ def category_overview(request):
return render(
request,
"insights/fragments/category_overview/index.html",
{"total_table": total_table},
{
"total_table": total_table,
"view_type": view_type,
"show_tags": show_tags,
"showing": showing,
},
)

View File

@@ -6,6 +6,7 @@ from crispy_forms.layout import (
Row,
Column,
Field,
Div,
)
from django import forms
from django.db.models import Q
@@ -206,10 +207,21 @@ class TransactionForm(forms.ModelForm):
else:
self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
self.helper.layout.append(
FormActions(
Div(
NoClassSubmit(
"submit", _("Add"), css_class="btn btn-outline-primary w-100"
"submit", _("Add"), css_class="btn btn-outline-primary"
),
NoClassSubmit(
"submit_and_similar",
_("Save and add similar"),
css_class="btn btn-outline-primary",
),
NoClassSubmit(
"submit_and_another",
_("Save and add another"),
css_class="btn btn-outline-primary",
),
css_class="d-grid gap-2",
),
)

View File

@@ -118,13 +118,20 @@ class SoftDeleteManager(models.Manager):
qs = SoftDeleteQuerySet(self.model, using=self._db)
user = get_current_user()
if user and not user.is_anonymous:
return qs.filter(
Q(account__visibility="public")
| Q(account__owner=user)
| Q(account__shared_with=user)
| Q(account__visibility="private", account__owner=None),
deleted=False,
).distinct()
account_ids = (
qs.filter(
Q(account__visibility="public")
| Q(account__owner=user)
| Q(account__shared_with=user)
| Q(account__visibility="private", account__owner=None),
deleted=False,
)
.values_list("account__id", flat=True)
.distinct()
)
return qs.filter(account_id__in=account_ids, deleted=False)
else:
return qs.filter(
deleted=False,
@@ -574,6 +581,7 @@ class InstallmentPlan(models.Model):
installment_plan=self,
installment_id=i,
notes=self.notes if self.add_notes_to_transaction else "",
owner=self.account.owner,
)
new_transaction.tags.set(self.tags.all())
new_transaction.entities.set(self.entities.all())
@@ -640,6 +648,7 @@ class InstallmentPlan(models.Model):
installment_plan=self,
installment_id=i,
notes=self.notes if self.add_notes_to_transaction else "",
owner=self.account.owner,
)
new_transaction.tags.set(self.tags.all())
new_transaction.entities.set(self.entities.all())
@@ -775,6 +784,7 @@ class RecurringTransaction(models.Model):
is_paid=False,
recurring_transaction=self,
notes=self.notes if self.add_notes_to_transaction else "",
owner=self.account.owner,
)
if self.tags.exists():
created_transaction.tags.set(self.tags.all())
@@ -797,12 +807,16 @@ class RecurringTransaction(models.Model):
@classmethod
def generate_upcoming_transactions(cls):
today = timezone.now().date()
recurring_transactions = cls.objects.filter(
recurring_transactions = cls.all_objects.filter(
Q(models.Q(end_date__isnull=True) | Q(end_date__gte=today))
& Q(is_paused=False)
)
for recurring_transaction in recurring_transactions:
logger.info(
f"Processing recurring transaction: {recurring_transaction.description}..."
)
if recurring_transaction.last_generated_date:
start_date = recurring_transaction.get_next_date(
recurring_transaction.last_generated_date
@@ -821,7 +835,10 @@ class RecurringTransaction(models.Model):
today + (recurring_transaction.get_recurrence_delta() * 6),
)
logger.info(f"End date: {end_date}")
while current_date <= end_date:
logger.info(f"Creating transaction for date: {current_date}")
recurring_transaction.create_transaction(current_date, reference_date)
current_date = recurring_transaction.get_next_date(current_date)
reference_date = recurring_transaction.get_next_date(reference_date)

View File

@@ -43,16 +43,71 @@ def transaction_add(request):
year=year,
).date()
update = False
if request.method == "POST":
form = TransactionForm(request.POST)
if form.is_valid():
form.save()
saved_instance = form.save()
messages.success(request, _("Transaction added successfully"))
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated, hide_offcanvas"},
)
if "submit" in request.POST:
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated, hide_offcanvas"},
)
elif "submit_and_another" in request.POST:
form = TransactionForm(
initial={
"date": expected_date,
"type": transaction_type,
},
)
update = True
elif "submit_and_similar" in request.POST:
initial_data = {}
# Define fields to copy from the SAVED instance
direct_fields_to_copy = [
"account", # ForeignKey -> will copy the ID
"type", # ChoiceField -> will copy the value
"is_paid", # BooleanField -> will copy True/False
"date", # DateField -> will copy the date object
"reference_date", # DateField -> will copy the date object
"amount", # DecimalField -> will copy the decimal
"description", # CharField -> will copy the string
"notes", # TextField -> will copy the string
"category", # ForeignKey -> will copy the ID
]
m2m_fields_to_copy = [
"tags", # ManyToManyField -> will copy list of IDs
"entities", # ManyToManyField -> will copy list of IDs
]
# Copy direct fields from the saved instance
for field_name in direct_fields_to_copy:
value = getattr(saved_instance, field_name, None)
if value is not None:
# Handle ForeignKey: use the pk
if hasattr(value, "pk"):
initial_data[field_name] = value.pk
# Handle Date/DateTime/Decimal/Boolean/etc.: use the Python object directly
else:
initial_data[field_name] = (
value # This correctly handles date objects!
)
# Copy M2M fields: provide a list of related object pks
for field_name in m2m_fields_to_copy:
m2m_manager = getattr(saved_instance, field_name)
initial_data[field_name] = list(
m2m_manager.values_list("name", flat=True)
)
# Create a new form instance pre-filled with the correctly typed initial data
form = TransactionForm(initial=initial_data)
update = True # Signal HTMX to update the form area
else:
form = TransactionForm(
initial={
@@ -61,11 +116,15 @@ def transaction_add(request):
},
)
return render(
response = render(
request,
"transactions/fragments/add.html",
{"form": form},
)
if update:
response["HX-Trigger"] = "updated"
return response
@login_required

View File

@@ -2,16 +2,20 @@ from crispy_forms.bootstrap import (
FormActions,
)
from crispy_forms.helper import FormHelper
from crispy_forms.layout import Layout, Submit
from crispy_forms.layout import Layout, Submit, Row, Column, Field, Div
from django import forms
from django.contrib.auth import get_user_model
from django.contrib.auth.forms import (
UsernameField,
AuthenticationForm,
UserCreationForm,
)
from django.db import transaction
from django.utils.translation import gettext_lazy as _
from apps.common.widgets.crispy.submit import NoClassSubmit
from apps.users.models import UserSettings
from apps.common.middleware.thread_local import get_current_user
class LoginForm(AuthenticationForm):
@@ -132,3 +136,269 @@ class UserSettingsForm(forms.ModelForm):
),
),
)
self.fields["language"].help_text = _(
"This changes the language (if available) and how numbers and dates are displayed\n"
"Consider helping translate WYGIWYH to your language at %(translation_link)s"
) % {
"translation_link": '<a href="https://translations.herculino.com" target="_blank">translations.herculino.com</a>'
}
class UserUpdateForm(forms.ModelForm):
new_password1 = forms.CharField(
label=_("New Password"),
widget=forms.PasswordInput(attrs={"autocomplete": "new-password"}),
required=False,
help_text=_("Leave blank to keep the current password."),
)
new_password2 = forms.CharField(
label=_("Confirm New Password"),
widget=forms.PasswordInput(attrs={"autocomplete": "new-password"}),
required=False,
)
class Meta:
model = get_user_model()
# Add the administrative fields
fields = ["first_name", "last_name", "email", "is_active", "is_superuser"]
# Help texts can be defined here or directly in the layout/field definition
help_texts = {
"is_active": _(
"Designates whether this user should be treated as active. Unselect this instead of deleting accounts."
),
"is_superuser": _(
"Designates that this user has all permissions without explicitly assigning them."
),
}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.instance = kwargs.get("instance") # Store instance for validation/checks
self.requesting_user = get_current_user()
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.form_method = "post"
# Define the layout using Crispy Forms, including the new fields
self.helper.layout = Layout(
Row(
Column("first_name", css_class="form-group col-md-6"),
Column("last_name", css_class="form-group col-md-6"),
css_class="row",
),
Field("email"),
# Group password fields (optional visual grouping)
Div(
Field("new_password1"),
Field("new_password2"),
css_class="border p-3 rounded mb-3",
),
# Group administrative status fields
Div(
Field("is_active"),
Field("is_superuser"),
css_class="border p-3 rounded mb-3 text-bg-secondary", # Example visual separation
),
)
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"
),
),
)
if (
self.requesting_user == self.instance
or not self.requesting_user.is_superuser
):
self.fields["is_superuser"].disabled = True
self.fields["is_active"].disabled = True
# Keep existing clean methods
def clean_email(self):
email = self.cleaned_data.get("email")
# Use case-insensitive comparison for email uniqueness check
if (
self.instance
and get_user_model()
.objects.filter(email__iexact=email)
.exclude(pk=self.instance.pk)
.exists()
):
raise forms.ValidationError(
_("This email address is already in use by another account.")
)
return email
def clean_new_password2(self):
new_password1 = self.cleaned_data.get("new_password1")
new_password2 = self.cleaned_data.get("new_password2")
if new_password1 and new_password1 != new_password2:
raise forms.ValidationError(_("The two password fields didn't match."))
if new_password1 and not new_password2:
raise forms.ValidationError(_("Please confirm your new password."))
if new_password2 and not new_password1:
raise forms.ValidationError(_("Please enter the new password first."))
return new_password2
def clean(self):
cleaned_data = super().clean()
is_active_val = cleaned_data.get("is_active")
is_superuser_val = cleaned_data.get("is_superuser")
# --- Crucial Security Check Example ---
# Prevent the requesting user from deactivating or removing superuser status
# from their *own* account via this form.
if (
self.requesting_user
and self.instance
and self.requesting_user.pk == self.instance.pk
):
# Check if 'is_active' field exists and user is trying to set it to False
if "is_active" in self.fields and is_active_val is False:
self.add_error(
"is_active",
_("You cannot deactivate your own account using this form."),
)
# Check if 'is_superuser' field exists, the user *is* currently a superuser,
# and they are trying to set it to False
if (
"is_superuser" in self.fields
and self.instance.is_superuser
and is_superuser_val is False
):
if get_user_model().objects.filter(is_superuser=True).count() <= 1:
self.add_error(
"is_superuser",
_("Cannot remove status from the last superuser."),
)
else:
self.add_error(
"is_superuser",
_(
"You cannot remove your own superuser status using this form."
),
)
return cleaned_data
# Save method remains the same, ModelForm handles boolean fields correctly
def save(self, commit=True):
user = super().save(commit=False)
new_password = self.cleaned_data.get("new_password1")
if new_password:
user.set_password(new_password)
if commit:
user.save()
return user
class UserAddForm(UserCreationForm):
"""
A form for administrators to create new users.
Includes fields for first name, last name, email, active status,
and superuser status. Uses email as the username field.
Inherits password handling from UserCreationForm.
"""
class Meta(UserCreationForm.Meta):
model = get_user_model()
# Specify the fields to include. UserCreationForm automatically handles
# 'password1' and 'password2'. We replace 'username' with 'email'.
fields = ("email", "first_name", "last_name", "is_active", "is_superuser")
field_classes = {
"email": forms.EmailField
} # Ensure email field uses EmailField validation
help_texts = {
"is_active": _(
"Designates whether this user should be treated as active. Unselect this instead of deleting accounts."
),
"is_superuser": _(
"Designates that this user has all permissions without explicitly assigning them."
),
}
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
# Set is_active to True by default for new users, can be overridden by admin
self.fields["is_active"].initial = True
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.form_method = "post"
# Define the layout, including password fields from UserCreationForm
self.helper.layout = Layout(
Field("email"),
Row(
Column("first_name", css_class="form-group col-md-6"),
Column("last_name", css_class="form-group col-md-6"),
css_class="row",
),
# UserCreationForm provides 'password1' and 'password2' fields
Div(
Field("password1", autocomplete="new-password"),
Field("password2", autocomplete="new-password"),
css_class="border p-3 rounded mb-3",
),
# Administrative status fields
Div(
Field("is_active"),
Field("is_superuser"),
css_class="border p-3 rounded mb-3 text-bg-secondary",
),
)
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 clean_email(self):
"""Ensure email uniqueness (case-insensitive)."""
email = self.cleaned_data.get("email")
if email and get_user_model().objects.filter(email__iexact=email).exists():
raise forms.ValidationError(
_("A user with this email address already exists.")
)
return email
@transaction.atomic # Ensure user creation is atomic
def save(self, commit=True):
"""
Save the user instance. UserCreationForm's save handles password hashing.
Our Meta class ensures other fields are included.
"""
user = super().save(commit=False)
if commit:
user.save()
return user

View File

@@ -0,0 +1,18 @@
# Generated by Django 5.1.8 on 2025-04-13 03:35
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
('users', '0019_alter_usersettings_language'),
]
operations = [
migrations.AlterField(
model_name='usersettings',
name='language',
field=models.CharField(choices=[('auto', 'Auto'), ('af', 'Afrikaans'), ('ar', 'العربية'), ('ar-dz', 'العربية (الجزائر)'), ('ast', 'Asturianu'), ('az', 'Azərbaycan'), ('bg', 'Български'), ('be', 'Беларуская'), ('bn', 'বাংলা'), ('br', 'Brezhoneg'), ('bs', 'Bosanski'), ('ca', 'Català'), ('ckb', 'کوردیی ناوەندی'), ('cs', 'Čeština'), ('cy', 'Cymraeg'), ('da', 'Dansk'), ('de', 'Deutsch'), ('dsb', 'Dolnoserbšćina'), ('el', 'Ελληνικά'), ('en', 'English'), ('en-au', 'English (Australia)'), ('en-gb', 'English (UK)'), ('eo', 'Esperanto'), ('es', 'Español'), ('es-ar', 'Español (Argentina)'), ('es-co', 'Español (Colombia)'), ('es-mx', 'Español (México)'), ('es-ni', 'Español (Nicaragua)'), ('es-ve', 'Español (Venezuela)'), ('et', 'Eesti'), ('eu', 'Euskara'), ('fa', 'فارسی'), ('fi', 'Suomi'), ('fr', 'Français'), ('fy', 'Frysk'), ('ga', 'Gaeilge'), ('gd', 'Gàidhlig'), ('gl', 'Galego'), ('he', 'עברית'), ('hi', 'हिन्दी'), ('hr', 'Hrvatski'), ('hsb', 'Hornjoserbšćina'), ('hu', 'Magyar'), ('hy', 'Հայերեն'), ('ia', 'Interlingua'), ('id', 'Bahasa Indonesia'), ('ig', 'Igbo'), ('io', 'Ido'), ('is', 'Íslenska'), ('it', 'Italiano'), ('ja', '日本語'), ('ka', 'ქართული'), ('kab', 'Taqbaylit'), ('kk', 'Қазақша'), ('km', 'ខ្មែរ'), ('kn', 'ಕನ್ನಡ'), ('ko', '한국어'), ('ky', 'Кыргызча'), ('lb', 'Lëtzebuergesch'), ('lt', 'Lietuvių'), ('lv', 'Latviešu'), ('mk', 'Македонски'), ('ml', 'മലയാളം'), ('mn', 'Монгол'), ('mr', 'मराठी'), ('ms', 'Bahasa Melayu'), ('my', 'မြန်မာဘာသာ'), ('nb', 'Norsk (Bokmål)'), ('ne', 'नेपाली'), ('nl', 'Nederlands'), ('nn', 'Norsk (Nynorsk)'), ('os', 'Ирон'), ('pa', 'ਪੰਜਾਬੀ'), ('pl', 'Polski'), ('pt', 'Português'), ('pt-br', 'Português (Brasil)'), ('ro', 'Română'), ('ru', 'Русский'), ('sk', 'Slovenčina'), ('sl', 'Slovenščina'), ('sq', 'Shqip'), ('sr', 'Српски'), ('sr-latn', 'Srpski (Latinica)'), ('sv', 'Svenska'), ('sw', 'Kiswahili'), ('ta', 'தமிழ்'), ('te', 'తెలుగు'), ('tg', 'Тоҷикӣ'), ('th', 'ไทย'), ('tk', 'Türkmençe'), ('tr', 'Türkçe'), ('tt', 'Татарча'), ('udm', 'Удмурт'), ('ug', 'ئۇيغۇرچە'), ('uk', 'Українська'), ('ur', 'اردو'), ('uz', 'Oʻzbekcha'), ('vi', 'Tiếng Việt'), ('zh-hans', '简体中文'), ('zh-hant', '繁體中文')], default='auto', max_length=10, verbose_name='Language'),
),
]

View File

@@ -22,4 +22,24 @@ urlpatterns = [
views.update_settings,
name="user_settings",
),
path(
"users/",
views.users_index,
name="users_index",
),
path(
"users/list/",
views.users_list,
name="users_list",
),
path(
"user/add/",
views.user_add,
name="user_add",
),
path(
"user/<int:pk>/edit/",
views.user_edit,
name="user_edit",
),
]

View File

@@ -1,20 +1,26 @@
from django.contrib import messages
from django.contrib.auth import logout
from django.contrib.auth import logout, get_user_model
from django.contrib.auth.decorators import login_required
from django.contrib.auth.views import (
LoginView,
)
from django.core.exceptions import PermissionDenied
from django.http import HttpResponse
from django.shortcuts import redirect, render
from django.shortcuts import redirect, render, get_object_or_404
from django.urls import reverse
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.common.decorators.user import is_superuser, htmx_login_required
from apps.users.forms import (
LoginForm,
UserSettingsForm,
UserUpdateForm,
UserAddForm,
)
from apps.common.decorators.htmx import only_htmx
from apps.users.models import UserSettings
from apps.common.decorators.demo import disabled_on_demo
def logout_view(request):
@@ -22,7 +28,7 @@ def logout_view(request):
return redirect(reverse("login"))
@login_required
@htmx_login_required
def index(request):
if request.user.settings.start_page == UserSettings.StartPage.MONTHLY:
return redirect(reverse("monthly_index"))
@@ -49,7 +55,7 @@ class UserLoginView(LoginView):
@only_htmx
@login_required
@htmx_login_required
def toggle_amount_visibility(request):
user_settings, created = UserSettings.objects.get_or_create(user=request.user)
current_hide_amounts = user_settings.hide_amounts
@@ -70,7 +76,7 @@ def toggle_amount_visibility(request):
@only_htmx
@login_required
@htmx_login_required
def toggle_sound_playing(request):
user_settings, created = UserSettings.objects.get_or_create(user=request.user)
current_mute_sounds = user_settings.mute_sounds
@@ -91,7 +97,7 @@ def toggle_sound_playing(request):
@only_htmx
@login_required
@htmx_login_required
def update_settings(request):
user_settings = request.user.settings
@@ -108,3 +114,86 @@ def update_settings(request):
form = UserSettingsForm(instance=user_settings)
return render(request, "users/fragments/user_settings.html", {"form": form})
@htmx_login_required
@is_superuser
@require_http_methods(["GET"])
def users_index(request):
return render(
request,
"users/pages/index.html",
)
@only_htmx
@htmx_login_required
@is_superuser
@require_http_methods(["GET"])
def users_list(request):
users = get_user_model().objects.all().order_by("id")
return render(
request,
"users/fragments/list.html",
{"users": users},
)
@only_htmx
@htmx_login_required
@is_superuser
@require_http_methods(["GET", "POST"])
def user_add(request):
if request.method == "POST":
form = UserAddForm(request.POST)
if form.is_valid():
form.save()
messages.success(request, _("Item added successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = UserAddForm()
return render(
request,
"users/fragments/add.html",
{"form": form},
)
@only_htmx
@htmx_login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def user_edit(request, pk):
user = get_object_or_404(get_user_model(), id=pk)
if not request.user.is_superuser and user != request.user:
raise PermissionDenied
if request.method == "POST":
form = UserUpdateForm(request.POST, instance=user)
if form.is_valid():
form.save()
messages.success(request, _("Item updated successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = UserUpdateForm(instance=user)
return render(
request,
"users/fragments/edit.html",
{"form": form, "user": user},
)

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View File

@@ -1,7 +1,8 @@
{% spaceless %}
{% load i18n %}
<span class="tw-text-xs text-white-50 mx-1"
data-bs-toggle="tooltip"
data-bs-title="{{ content }}">
<i class="fa-solid fa-circle-question fa-fw"></i>
<i class="{% if not icon %}fa-solid fa-circle-question{% else %}{{ icon }}{% endif %} fa-fw"></i>
</span>
{% endspaceless %}

View File

@@ -3,7 +3,7 @@
{% if icon %}<i class="{{ icon }}"></i>{% else %}<span class="fw-bold">{{ title.0 }}</span>{% endif %}
</div>
<div class="card-body">
<h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
<h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}<c-ui.help-icon :content="help_text" icon=""></c-ui.help-icon>{% endif %}</h5>
{{ slot }}
</div>
</div>

View File

@@ -1,27 +1,27 @@
{% load i18n %}
<div class="progress-stacked">
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Income' %} ({{ percentage.percentages.income_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_projected|floatformat:0 }}%">
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Income' %} ({{ percentage.percentages.income_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_projected|floatformat:"2u" }}%">
<div class="progress-bar progress-bar-striped !tw-bg-green-300"
data-bs-toggle="tooltip"
data-bs-placement="top"
title="{% trans 'Projected Income' %} ({{ percentage.percentages.income_projected|floatformat:2 }}%)">
</div>
</div>
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Income' %} ({{ percentage.percentages.income_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_current|floatformat:0 }}%">
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Income' %} ({{ percentage.percentages.income_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_current|floatformat:"2u" }}%">
<div class="progress-bar !tw-bg-green-400"
data-bs-toggle="tooltip"
data-bs-placement="top"
title="{% trans 'Current Income' %} ({{ p.percentages.income_current|floatformat:2 }}%)">
</div>
</div>
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Expenses' %} ({{ percentage.percentages.expense_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_projected|floatformat:0 }}%">
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Expenses' %} ({{ percentage.percentages.expense_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_projected|floatformat:"2u" }}%">
<div class="progress-bar progress-bar-striped !tw-bg-red-300"
data-bs-toggle="tooltip"
data-bs-placement="top"
title="{% trans 'Projected Expenses' %} ({{ percentage.percentages.expense_projected|floatformat:2 }}%)">
</div>
</div>
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Expenses' %} ({{ percentage.percentages.expense_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_current|floatformat:0 }}%">
<div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Expenses' %} ({{ percentage.percentages.expense_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_current|floatformat:"2u" }}%">
<div class="progress-bar !tw-bg-red-400"
data-bs-toggle="tooltip"
data-bs-placement="top"

View File

@@ -94,7 +94,7 @@
</ul>
</li>
<li class="nav-item dropdown">
<a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index' %}"
<a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' %}"
href="#" role="button"
data-bs-toggle="dropdown"
aria-expanded="false">
@@ -138,9 +138,13 @@
{% endif %}
<li><a class="dropdown-item {% active_link views='automatic_exchange_rates_index' %}"
href="{% url 'automatic_exchange_rates_index' %}">{% translate 'Automatic Exchange Rates' %}</a></li>
{% if user.is_superuser %}
<li>
<hr class="dropdown-divider">
</li>
<li><h6 class="dropdown-header">{% trans 'Admin' %}</h6></li>
<li><a class="dropdown-item {% active_link views='users_index' %}"
href="{% url 'users_index' %}">{% translate 'Users' %}</a></li>
<li>
<a class="dropdown-item"
href="{% url 'admin:index' %}"
@@ -151,6 +155,7 @@
{% translate 'Django Admin' %}
</a>
</li>
{% endif %}
</ul>
</li>
</ul>

View File

@@ -12,6 +12,11 @@
hx-target="#generic-offcanvas"
role="button">
<i class="fa-solid fa-gear me-2 fa-fw"></i>{% translate 'Settings' %}</a></li>
<li><a class="dropdown-item"
hx-get="{% url 'user_edit' pk=request.user.id %}"
hx-target="#generic-offcanvas"
role="button">
<i class="fa-solid fa-user me-2 fa-fw"></i>{% translate 'Edit profile' %}</a></li>
<li><hr class="dropdown-divider"></li>
{% spaceless %}
<li>

View File

@@ -1,68 +1,431 @@
{% load i18n %}
<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
{% if total_table %}
<div class="table-responsive">
<table class="table table-striped table-hover">
<thead>
<tr>
<th scope="col">{% trans 'Category' %}</th>
<th scope="col">{% trans 'Income' %}</th>
<th scope="col">{% trans 'Expense' %}</th>
<th scope="col">{% trans 'Total' %}</th>
</tr>
</thead>
<tbody>
{% for category in total_table.values %}
<tr>
<th>{% if category.name %}{{ category.name }}{% else %}{% trans 'Uncategorized' %}{% endif %}</th>
<td>
{% for currency in category.currencies.values %}
{% if currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td>
{% for currency in category.currencies.values %}
{% if currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td>
{% for currency in category.currencies.values %}
{% if currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
{% endfor %}
</tbody>
</table>
<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML"
hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing">
<div class="h-100 text-center mb-4">
<div class="btn-group gap-3" role="group" id="view-type" _="on change trigger updated">
<input type="radio" class="btn-check"
name="view_type"
id="table-view"
autocomplete="off"
value="table"
{% if view_type == "table" %}checked{% endif %}>
<label class="btn btn-outline-primary rounded-5" for="table-view"><i
class="fa-solid fa-table fa-fw me-2"></i>{% trans 'Table' %}</label>
<input type="radio"
class="btn-check"
name="view_type"
id="bars-view"
autocomplete="off"
value="bars"
{% if view_type == "bars" %}checked{% endif %}>
<label class="btn btn-outline-primary rounded-5" for="bars-view"><i
class="fa-solid fa-chart-bar fa-fw me-2"></i>{% trans 'Bars' %}</label>
</div>
</div>
<div class="mt-3 mb-1 d-flex flex-column flex-md-row justify-content-between">
<div class="form-check form-switch" id="show-tags">
{% if view_type == 'table' %}
<input type="hidden" name="show_tags" value="off">
<input class="form-check-input" type="checkbox" role="switch" id="show-tags-switch" name="show_tags"
_="on change trigger updated" {% if show_tags %}checked{% endif %}>
{% spaceless %}
<label class="form-check-label" for="show-tags-switch">
{% trans 'Tags' %}
</label>
<c-ui.help-icon
content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
{% endspaceless %}
{% endif %}
</div>
<div class="btn-group btn-group-sm" role="group" id="showing" _="on change trigger updated">
<input type="radio" class="btn-check" name="showing" id="showing-projected" autocomplete="off"
value="projected" {% if showing == 'projected' %}checked{% endif %}>
<label class="btn btn-outline-primary" for="showing-projected">{% trans "Projected" %}</label>
<input type="radio" class="btn-check" name="showing" id="showing-current" autocomplete="off" value="current"
{% if showing == 'current' %}checked{% endif %}>
<label class="btn btn-outline-primary" for="showing-current">{% trans "Current" %}</label>
<input type="radio" class="btn-check" name="showing" id="showing-final" autocomplete="off" value="final"
{% if showing == 'final' %}checked{% endif %}>
<label class="btn btn-outline-primary" for="showing-final">{% trans "Final total" %}</label>
</div>
</div>
{% if total_table %}
{% if view_type == "table" %}
<div class="table-responsive">
<table class="table table-striped table-hover table-bordered align-middle">
<thead>
<tr>
<th scope="col">{% trans 'Category' %}</th>
<th scope="col">{% trans 'Income' %}</th>
<th scope="col">{% trans 'Expense' %}</th>
<th scope="col">{% trans 'Total' %}</th>
</tr>
</thead>
<tbody class="table-group-divider">
{% for category in total_table.values %}
<!-- Category row -->
<tr class="table-group-header">
<th>{% if category.name %}{{ category.name }}{% else %}{% trans 'Uncategorized' %}{% endif %}</th>
<td> {# income #}
{% for currency in category.currencies.values %}
{% if showing == 'current' and currency.income_current != 0 %}
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'projected' and currency.income_projected != 0 %}
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'final' and currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td> {# expenses #}
{% for currency in category.currencies.values %}
{% if showing == 'current' and currency.expense_current != 0 %}
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'projected' and currency.expense_projected != 0 %}
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'final' and currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td> {# total #}
{% for currency in category.currencies.values %}
{% if showing == 'current' and currency.total_current != 0 %}
<c-amount.display
:amount="currency.total_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'projected' and currency.total_projected != 0 %}
<c-amount.display
:amount="currency.total_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'final' and currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
<!-- Tag rows -->
{% if show_tags %}
{% for tag_id, tag in category.tags.items %}
{% if tag.name or not tag.name and category.tags.values|length > 1 %}
<tr class="table-row-nested">
<td class="ps-4">
<i class="fa-solid fa-hashtag fa-fw me-2 text-muted"></i>{% if tag.name %}{{ tag.name }}{% else %}{% trans 'Untagged' %}{% endif %}
</td>
<td>
{% for currency in tag.currencies.values %}
{% if showing == 'current' and currency.income_current != 0 %}
<c-amount.display
:amount="currency.income_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'projected' and currency.income_projected != 0 %}
<c-amount.display
:amount="currency.income_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% elif showing == 'final' and currency.total_income != 0 %}
<c-amount.display
:amount="currency.total_income"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="green"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td>
{% for currency in tag.currencies.values %}
{% if showing == 'current' and currency.expense_current != 0 %}
<c-amount.display
:amount="currency.expense_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'projected' and currency.expense_projected != 0 %}
<c-amount.display
:amount="currency.expense_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% elif showing == 'final' and currency.total_expense != 0 %}
<c-amount.display
:amount="currency.total_expense"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="red"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
<td>
{% for currency in tag.currencies.values %}
{% if showing == 'current' and currency.total_current != 0 %}
<c-amount.display
:amount="currency.total_current"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'projected' and currency.total_projected != 0 %}
<c-amount.display
:amount="currency.total_projected"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% elif showing == 'final' and currency.total_final != 0 %}
<c-amount.display
:amount="currency.total_final"
:prefix="currency.currency.prefix"
:suffix="currency.currency.suffix"
:decimal_places="currency.currency.decimal_places"
color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
{% else %}
<div>-</div>
{% endif %}
{% endfor %}
</td>
</tr>
{% endif %}
{% endfor %}
{% endif %}
{% endfor %}
</tbody>
</table>
</div>
{% elif view_type == "bars" %}
<div>
<div class="chart-container" _="init call setupChart() end" style="position: relative; height:78vh; width:100%">
<canvas id="categoryChart"></canvas>
</div>
</div>
{{ total_table|json_script:"categoryOverviewData" }}
{{ showing|json_script:"showingString" }}
<script>
function setupChart() {
var rawData = JSON.parse(document.getElementById('categoryOverviewData').textContent);
var showing_string = JSON.parse(document.getElementById('showingString').textContent);
console.log(showing_string)
// --- Dynamic Data Processing ---
var categories = [];
var currencyDetails = {}; // Stores details like { BRL: {code: 'BRL', name: 'Real', ...}, ... }
var currencyData = {}; // Stores data arrays like { BRL: [val1, null, val3,...], ... }
// Pass 1: Collect categories and currency details
Object.values(rawData).forEach(cat => {
var categoryName = cat.name === null ? "{% trans 'Uncategorized' %}" : cat.name;
if (!categories.includes(categoryName)) {
categories.push(categoryName);
}
if (cat.currencies) {
Object.values(cat.currencies).forEach(curr => {
var details = curr.currency;
if (details && details.code && !currencyDetails[details.code]) {
var decimals = parseInt(details.decimal_places, 10);
currencyDetails[details.code] = {
code: details.code,
name: details.name || details.code,
prefix: details.prefix || '',
suffix: details.suffix || '',
// Ensure decimal_places is a non-negative integer
decimal_places: !isNaN(decimals) && decimals >= 0 ? decimals : 2
};
}
});
}
});
// Initialize data structure for each currency with nulls
Object.keys(currencyDetails).forEach(code => {
currencyData[code] = new Array(categories.length).fill(null);
});
// Pass 2: Populate data arrays (store all valid numbers now)
Object.values(rawData).forEach(cat => {
var categoryName = cat.name === null ? "{% trans 'Uncategorized' %}" : cat.name;
var catIndex = categories.indexOf(categoryName);
if (catIndex === -1) return;
if (cat.currencies) {
Object.values(cat.currencies).forEach(curr => {
var code = curr.currency?.code;
if (code && currencyData[code]) {
if (showing_string == 'current') {
var value = parseFloat(curr.total_current);
} else if (showing_string == 'projected') {
var value = parseFloat(curr.total_projected);
} else {
var value = parseFloat(curr.total_final);
}
// Store the number if it's valid, otherwise keep null
currencyData[code][catIndex] = !isNaN(value) ? value : null;
}
});
}
});
// --- Dynamic Chart Configuration ---
var datasets = Object.keys(currencyDetails).map((code, index) => {
return {
label: currencyDetails[code].name, // Use currency name for the legend label
data: currencyData[code],
currencyCode: code, // Store code for easy lookup in tooltip
borderWidth: 1
};
});
new Chart(document.getElementById('categoryChart'),
{
type: 'bar',
data: {
labels: categories,
datasets: datasets
},
options: {
indexAxis: 'y',
responsive: true,
interaction: {
intersect: false,
mode: 'nearest',
axis: "y"
},
maintainAspectRatio: false,
plugins: {
title: {
display: false
},
tooltip: {
callbacks: {
label: function (context) {
const dataset = context.dataset;
const currencyCode = dataset.currencyCode;
const details = currencyDetails[currencyCode];
const value = context.parsed.x; // Use 'x' because indexAxis is 'y'
if (value === null || value === undefined || !details) {
// Display the category name if the value is null/undefined
return null;
}
let formattedValue = '';
try {
// Use Intl.NumberFormat for ALL values, configured with locale and exact decimal places
formattedValue = new Intl.NumberFormat(undefined, {
minimumFractionDigits: details.decimal_places,
maximumFractionDigits: details.decimal_places,
// Do NOT use style: 'currency' here, as we add prefix/suffix manually
}).format(value);
} catch (e) {
formattedValue = value.toFixed(details.decimal_places);
}
// Return label with currency name and formatted value including prefix/suffix
return `${details.prefix}${formattedValue}${details.suffix}`;
}
}
},
legend: {
position: 'top',
}
},
scales: {
x: {
stacked: true,
type: 'linear',
title: {
display: true,
text: '{% trans 'Final Total' %}'
},
ticks: {
// Format ticks using the detected locale
callback: function (value, index, ticks) {
return value.toLocaleString();
}
}
},
y: {
stacked: true,
title: {
display: false,
text: '{% trans 'Category' %}'
}
}
}
}
});
}
</script>
{% endif %}
{% else %}
<c-msg.empty title="{% translate "No categories" %}"></c-msg.empty>
{% endif %}

View File

@@ -2,6 +2,8 @@
{% load crispy_forms_tags %}
{% load i18n %}
{% block title %}{% translate 'Insights' %}{% endblock %}
{% block content %}
<div class="container-fluid">
<div class="row my-3 h-100">

View File

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

View File

@@ -0,0 +1,11 @@
{% extends 'extends/offcanvas.html' %}
{% load i18n %}
{% load crispy_forms_tags %}
{% block title %}{% translate 'Edit user' %}{% endblock %}
{% block body %}
<form hx-post="{% url 'user_edit' pk=user.id %}" hx-target="#generic-offcanvas" novalidate>
{% crispy form %}
</form>
{% endblock %}

View File

@@ -0,0 +1,85 @@
{% load hijack %}
{% load i18n %}
<div class="container px-md-3 py-3 column-gap-5">
<div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
{% spaceless %}
<div>{% translate 'Users' %}<span>
<a class="text-decoration-none tw-text-2xl p-1 category-action"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Add" %}"
hx-get="{% url 'user_add' %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-circle-plus fa-fw"></i></a>
</span></div>
{% endspaceless %}
</div>
<div class="card">
<div class="card-body">
<div id="tags-table">
{% if users %}
<div class="table-responsive">
<c-config.search></c-config.search>
<table class="table table-hover">
<thead>
<tr>
<th scope="col" class="col-auto"></th>
<th scope="col" class="col">{% translate 'Active' %}</th>
<th scope="col" class="col">{% translate 'Name' %}</th>
<th scope="col" class="col">{% translate 'Email' %}</th>
<th scope="col" class="col">{% translate 'Superuser' %}</th>
</tr>
</thead>
<tbody>
{% for user in users %}
<tr class="tag">
<td class="col-auto">
<div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
<a class="btn btn-secondary btn-sm"
role="button"
hx-swap="innerHTML"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Edit" %}"
hx-get="{% url 'user_edit' pk=user.id %}"
hx-target="#generic-offcanvas">
<i class="fa-solid fa-pencil fa-fw"></i></a>
{% if request.user|can_hijack:user and request.user != user %}
<a class="btn btn-info btn-sm"
role="button"
data-bs-toggle="tooltip"
data-bs-title="{% translate "Impersonate" %}"
hx-post="{% url 'hijack:acquire' %}"
hx-vals='{"user_pk":"{{user.id}}"}'
hx-swap="none"
_="on htmx:afterRequest(event) from me
if event.detail.successful
go to url '/'">
<i class="fa-solid fa-mask fa-fw"></i></a>
{% endif %}
</div>
</td>
<td class="col">
{% if user.is_active %}
<i class="fa-solid fa-solid fa-check text-success"></i>
{% endif %}
</td>
<td class="col">{{ user.first_name }} {{ user.last_name }}</td>
<td class="col">{{ user.email }}</td>
<td class="col">
{% if user.is_superuser %}
<i class="fa-solid fa-solid fa-check text-success"></i>
{% endif %}
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
{% else %}
<c-msg.empty title="{% translate "No users" %}" remove-padding></c-msg.empty>
{% endif %}
</div>
</div>
</div>
</div>

View File

@@ -0,0 +1,8 @@
{% extends "layouts/base.html" %}
{% load i18n %}
{% block title %}{% translate 'Users' %}{% endblock %}
{% block content %}
<div hx-get="{% url 'users_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
{% endblock %}

View File

@@ -6,6 +6,7 @@ window.TomSelect = function createDynamicTomSelect(element) {
// Basic configuration
const config = {
plugins: {},
maxOptions: null,
// Extract 'create' option from data attribute
create: element.dataset.create === 'true',

View File

@@ -1,32 +1,32 @@
Django~=5.1
psycopg[binary]==3.2.3
python-webpack-boilerplate==1.0.3
psycopg[binary]==3.2.6
python-webpack-boilerplate==1.0.4
django-crispy-forms==2.3
crispy-bootstrap5==2024.10
django-browser-reload==1.12.1
django-hijack==3.4.5
django-filter==24.3
django-debug-toolbar==4.3.0
django-cachalot~=2.6.3
django-cotton~=1.2.1
crispy-bootstrap5==2025.4
django-browser-reload==1.18.0
django-hijack==3.7.1
django-filter==25.1
django-debug-toolbar==4.4.6
django-cachalot~=2.7.0
django-cotton~=1.5.2
django-pwa~=2.0.1
djangorestframework~=3.15.2
drf-spectacular~=0.27.2
django-import-export~=4.3.5
djangorestframework~=3.16.0
drf-spectacular~=0.28.0
django-import-export~=4.3.7
gunicorn==23.0.0
whitenoise[brotli]==6.6.0
whitenoise[brotli]==6.9.0
watchfiles==0.24.0 # https://github.com/samuelcolvin/watchfiles
procrastinate[django]~=2.14
procrastinate[django]~=2.15.1
requests~=2.32.3
pytz~=2024.2
pytz
python-dateutil~=2.9.0.post0
simpleeval~=1.0.0
pydantic~=2.10.5
simpleeval~=1.0.3
pydantic~=2.11.3
PyYAML~=6.0.2
mistune~=3.1.1
openpyxl~=3.1
xlrd~=2.0
mistune~=3.1.3
openpyxl~=3.1.5
xlrd~=2.0.1