from crispy_forms.bootstrap import Alert from apps.common.fields.forms.dynamic_select import DynamicModelChoiceField from apps.common.widgets.crispy.daisyui import Switch from apps.common.widgets.crispy.submit import NoClassSubmit from apps.common.widgets.tom_select import TomSelect, TransactionSelect from apps.rules.models import ( TransactionRule, TransactionRuleAction, UpdateOrCreateTransactionRuleAction, ) from apps.transactions.forms import BulkEditTransactionForm from apps.transactions.models import Transaction from crispy_forms.bootstrap import AccordionGroup, FormActions, Accordion from crispy_forms.helper import FormHelper from crispy_forms.layout import HTML, Column, Field, Layout, Row from django import forms from django.core.exceptions import ValidationError from django.utils.translation import gettext_lazy as _ class TransactionRuleForm(forms.ModelForm): class Meta: model = TransactionRule fields = "__all__" exclude = ("owner", "shared_with", "visibility") labels = { "on_create": _("Run on creation"), "on_update": _("Run on update"), "on_delete": _("Run on delete"), "trigger": _("If..."), } widgets = {"description": forms.widgets.TextInput} def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.helper = FormHelper() self.helper.form_tag = False self.helper.form_method = "post" self.helper.layout = Layout( Switch("active"), "name", Row( Column(Switch("on_update")), Column(Switch("on_create")), Column(Switch("on_delete")), ), "order", Switch("sequenced"), "description", "trigger", Alert( _("You can add actions to this rule in the next screen."), dismiss=False ), ) if self.instance and self.instance.pk: self.helper.layout.append( FormActions( NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"), ), ) else: self.helper.layout.append( FormActions( NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"), ), ) class TransactionRuleActionForm(forms.ModelForm): class Meta: model = TransactionRuleAction fields = ("value", "field", "order") labels = { "field": _("Set field"), "value": _("To"), "order": _("Order"), } widgets = {"field": TomSelect(clear_button=False)} 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" # TO-DO: Add helper with available commands self.helper.layout = Layout( "order", "field", "value", ) if self.instance and self.instance.pk: self.helper.layout.append( FormActions( NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"), ), ) else: self.helper.layout.append( FormActions( NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"), ), ) def clean(self): cleaned_data = super().clean() field = cleaned_data.get("field") if field and self.rule: # Create a queryset that excludes the current instance existing_action = TransactionRuleAction.objects.filter( rule=self.rule, field=field ) if self.instance.pk: existing_action = existing_action.exclude(pk=self.instance.pk) if existing_action.exists(): raise ValidationError( _("A value for this field already exists in the rule.") ) return cleaned_data def save(self, commit=True): instance = super().save(commit=False) instance.rule = self.rule 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), "search_mute_operator": TomSelect(clear_button=False), } labels = { "order": _("Order"), "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_mute_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"), "search_mute": _("Mute"), "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"), "set_mute": _("Mute"), } 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( "order", Accordion( AccordionGroup( _("Search Criteria"), Field("filter", rows=1), Row( Column( Field("search_type_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_type", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_is_paid_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_is_paid", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_mute_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_mute", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_account_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_account", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_entities_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_entities", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_date_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_date", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_reference_date_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_reference_date", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_description_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_description", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_amount_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_amount", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_category_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_category", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_tags_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_tags", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_notes_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_notes", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_internal_note_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_internal_note", rows=1), css_class="col-span-12 md:col-span-8", ), ), Row( Column( Field("search_internal_id_operator"), css_class="col-span-12 md:col-span-4", ), Column( Field("search_internal_id", rows=1), css_class="col-span-12 md:col-span-8", ), ), active=True, ), AccordionGroup( _("Set Values"), Field("set_type", rows=1), Field("set_is_paid", rows=1), Field("set_mute", 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-primary"), ), ) else: self.helper.layout.append( FormActions( NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"), ), ) def save(self, commit=True): instance = super().save(commit=False) instance.rule = self.rule if commit: instance.save() return instance class DryRunCreatedTransacion(forms.Form): transaction = DynamicModelChoiceField( model=Transaction, to_field_name="id", label=_("Transaction"), required=True, queryset=Transaction.objects.none(), widget=TransactionSelect(clear_button=False, income=True, expense=True), help_text=_("Type to search for a transaction"), ) def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.helper = FormHelper() self.helper.form_tag = False self.helper.layout = Layout( "transaction", FormActions( NoClassSubmit("submit", _("Test"), css_class="btn btn-primary"), ), ) if self.data.get("transaction"): try: transaction = Transaction.objects.get(id=self.data.get("transaction")) except Transaction.DoesNotExist: transaction = None if transaction: self.fields["transaction"].queryset = Transaction.objects.filter( id=transaction.id ) class DryRunDeletedTransacion(forms.Form): transaction = DynamicModelChoiceField( model=Transaction, to_field_name="id", label=_("Transaction"), required=True, queryset=Transaction.objects.none(), widget=TransactionSelect(clear_button=False, income=True, expense=True), help_text=_("Type to search for a transaction"), ) def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.helper = FormHelper() self.helper.form_tag = False self.helper.layout = Layout( "transaction", FormActions( NoClassSubmit("submit", _("Test"), css_class="btn btn-primary"), ), ) if self.data.get("transaction"): try: transaction = Transaction.objects.get(id=self.data.get("transaction")) except Transaction.DoesNotExist: transaction = None if transaction: self.fields["transaction"].queryset = Transaction.objects.filter( id=transaction.id ) class DryRunUpdatedTransactionForm(BulkEditTransactionForm): transaction = DynamicModelChoiceField( model=Transaction, to_field_name="id", label=_("Transaction"), required=True, queryset=Transaction.objects.none(), widget=TransactionSelect(clear_button=False, income=True, expense=True), help_text=_("Type to search for a transaction"), ) def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.helper.layout.insert(0, "transaction") self.helper.layout.insert(1, HTML('
')) # Change submit button self.helper.layout[-1] = FormActions( NoClassSubmit("submit", _("Test"), css_class="btn btn-primary") ) if self.data.get("transaction"): try: transaction = Transaction.objects.get(id=self.data.get("transaction")) except Transaction.DoesNotExist: transaction = None if transaction: self.fields["transaction"].queryset = Transaction.objects.filter( id=transaction.id )