from crispy_bootstrap5.bootstrap5 import Switch
from crispy_forms.bootstrap import FormActions
from crispy_forms.helper import FormHelper
from crispy_forms.layout import Layout, Row, Column, Field
from dateutil.relativedelta import relativedelta
from django import forms
from django.db import transaction
from django.utils.translation import gettext_lazy as _
from apps.accounts.models import Account
from apps.common.fields.forms.dynamic_select import (
DynamicModelChoiceField,
DynamicModelMultipleChoiceField,
)
from apps.common.widgets.crispy.submit import NoClassSubmit
from apps.common.widgets.tom_select import TomSelect
from apps.transactions.models import (
Transaction,
TransactionCategory,
TransactionTag,
InstallmentPlan,
)
from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
from apps.common.fields.month_year import MonthYearFormField
class TransactionForm(forms.ModelForm):
category = DynamicModelChoiceField(
model=TransactionCategory,
required=False,
label=_("Category"),
)
tags = DynamicModelMultipleChoiceField(
model=TransactionTag,
to_field_name="name",
create_field="name",
required=False,
label=_("Tags"),
)
reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
class Meta:
model = Transaction
fields = [
"account",
"type",
"is_paid",
"date",
"reference_date",
"amount",
"description",
"notes",
"category",
"tags",
]
widgets = {
"date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
"notes": forms.Textarea(attrs={"rows": 3}),
"account": TomSelect(),
}
# labels = {
# "tags": mark_safe('' + _("Tags")),
# "category": mark_safe(
# '' + _("Category")
# ),
# "notes": mark_safe(
# '' + _("Notes")
# ),
# "amount": mark_safe('' + _("Amount")),
# "description": mark_safe(
# '' + _("Name")
# ),
# }
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(
Field(
"type",
template="transactions/widgets/income_expense_toggle_buttons.html",
),
Switch("is_paid"),
"account",
Row(
Column("date", css_class="form-group col-md-6 mb-0"),
Column("reference_date", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
"description",
Field("amount", inputmode="decimal"),
Row(
Column("category", css_class="form-group col-md-6 mb-0"),
Column("tags", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
"notes",
)
self.fields["reference_date"].required = False
if self.instance and self.instance.pk:
decimal_places = self.instance.account.currency.decimal_places
self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
decimal_places=decimal_places
)
self.helper.layout.append(
FormActions(
NoClassSubmit(
"submit", _("Update"), css_class="btn btn-outline-primary w-100"
),
),
)
else:
self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
self.helper.layout.append(
FormActions(
NoClassSubmit(
"submit", _("Add"), css_class="btn btn-outline-primary w-100"
),
),
)
def clean(self):
cleaned_data = super().clean()
date = cleaned_data.get("date")
reference_date = cleaned_data.get("reference_date")
if date and not reference_date:
cleaned_data["reference_date"] = date.replace(day=1)
return cleaned_data
class TransferForm(forms.Form):
from_account = forms.ModelChoiceField(
queryset=Account.objects.all(),
label=_("From Account"),
widget=TomSelect(),
)
to_account = forms.ModelChoiceField(
queryset=Account.objects.all(),
label=_("To Account"),
widget=TomSelect(),
)
from_amount = forms.DecimalField(
max_digits=42,
decimal_places=30,
label=_("From Amount"),
)
to_amount = forms.DecimalField(
max_digits=42,
decimal_places=30,
label=_("To Amount"),
required=False,
)
from_category = DynamicModelChoiceField(
model=TransactionCategory,
required=False,
label=_("Category"),
)
to_category = DynamicModelChoiceField(
model=TransactionCategory,
required=False,
label=_("Category"),
)
from_tags = DynamicModelMultipleChoiceField(
model=TransactionTag,
to_field_name="name",
create_field="name",
required=False,
label=_("Tags"),
)
to_tags = DynamicModelMultipleChoiceField(
model=TransactionTag,
to_field_name="name",
create_field="name",
required=False,
label=_("Tags"),
)
date = forms.DateField(
label=_("Date"),
widget=forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
)
reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
description = forms.CharField(max_length=500, label=_("Description"))
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(
Row(
Column(Field("date"), css_class="form-group col-md-6 mb-0"),
Column(
Field("reference_date"),
css_class="form-group col-md-6 mb-0",
),
css_class="form-row",
),
Field("description"),
Row(
Column(
Row(
Column(
"from_account",
css_class="form-group col-md-6 mb-0",
),
Column(
Field("from_amount"),
css_class="form-group col-md-6 mb-0",
),
css_class="form-row",
),
Row(
Column("from_category", css_class="form-group col-md-6 mb-0"),
Column("from_tags", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
),
css_class="p-1 mx-1 my-3 border rounded-3",
),
Row(
Column(
Row(
Column(
"to_account",
css_class="form-group col-md-6 mb-0",
),
Column(
Field("to_amount"),
css_class="form-group col-md-6 mb-0",
),
css_class="form-row",
),
Row(
Column("to_category", css_class="form-group col-md-6 mb-0"),
Column("to_tags", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
),
css_class="p-1 mx-1 my-3 border rounded-3",
),
FormActions(
NoClassSubmit(
"submit", _("Transfer"), css_class="btn btn-outline-primary w-100"
),
),
)
self.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput()
self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput()
def clean(self):
cleaned_data = super().clean()
from_account = cleaned_data.get("from_account")
to_account = cleaned_data.get("to_account")
if from_account == to_account:
raise forms.ValidationError("From and To accounts must be different.")
return cleaned_data
def save(self):
from_account = self.cleaned_data["from_account"]
to_account = self.cleaned_data["to_account"]
from_amount = self.cleaned_data["from_amount"]
to_amount = self.cleaned_data["to_amount"] or from_amount
date = self.cleaned_data["date"]
reference_date = self.cleaned_data["reference_date"]
description = self.cleaned_data["description"]
from_category = self.cleaned_data.get("from_category")
to_category = self.cleaned_data.get("to_category")
# Create "From" transaction
from_transaction = Transaction.objects.create(
account=from_account,
type=Transaction.Type.EXPENSE,
is_paid=True,
date=date,
reference_date=reference_date,
amount=from_amount,
description=description,
category=from_category,
)
from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
# Create "To" transaction
to_transaction = Transaction.objects.create(
account=to_account,
type=Transaction.Type.INCOME,
is_paid=True,
date=date,
reference_date=reference_date,
amount=to_amount,
description=description,
category=to_category,
)
to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
return from_transaction, to_transaction
# class InstallmentPlanForm(forms.Form):
# type = forms.ChoiceField(choices=Transaction.Type.choices)
# account = forms.ModelChoiceField(
# queryset=Account.objects.all(),
# label=_("Account"),
# widget=TomSelect(),
# )
# start_date = forms.DateField(
# label=_("Start Date"),
# widget=forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
# )
# reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
# description = forms.CharField(max_length=500, label=_("Description"))
# number_of_installments = forms.IntegerField(
# min_value=1, label=_("Number of Installments")
# )
# recurrence = forms.ChoiceField(
# choices=(
# ("yearly", _("Yearly")),
# ("monthly", _("Monthly")),
# ("weekly", _("Weekly")),
# ("daily", _("Daily")),
# ),
# label=_("Recurrence"),
# initial="monthly",
# widget=TomSelect(clear_button=False),
# )
# installment_amount = forms.DecimalField(
# max_digits=42,
# decimal_places=30,
# required=True,
# label=_("Installment Amount"),
# )
# category = DynamicModelChoiceField(
# model=TransactionCategory,
# required=False,
# label=_("Category"),
# )
# tags = DynamicModelMultipleChoiceField(
# model=TransactionTag,
# to_field_name="name",
# create_field="name",
# required=False,
# label=_("Tags"),
# )
#
# 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(
# Field(
# "type",
# template="transactions/widgets/income_expense_toggle_buttons.html",
# ),
# "account",
# "description",
# Row(
# Column("number_of_installments", css_class="form-group col-md-6 mb-0"),
# Column("recurrence", css_class="form-group col-md-6 mb-0"),
# css_class="form-row",
# ),
# Row(
# Column("start_date", css_class="form-group col-md-6 mb-0"),
# Column("reference_date", css_class="form-group col-md-6 mb-0"),
# css_class="form-row",
# ),
# "installment_amount",
# Row(
# Column("category", css_class="form-group col-md-6 mb-0"),
# Column("tags", css_class="form-group col-md-6 mb-0"),
# css_class="form-row",
# ),
# FormActions(
# NoClassSubmit(
# "submit", _("Add"), css_class="btn btn-outline-primary w-100"
# ),
# ),
# )
#
# self.fields["installment_amount"].widget = ArbitraryDecimalDisplayNumberInput()
#
# def save(self):
# number_of_installments = self.cleaned_data["number_of_installments"]
# transaction_type = self.cleaned_data["type"]
# start_date = self.cleaned_data["start_date"]
# reference_date = self.cleaned_data["reference_date"] or start_date
# recurrence = self.cleaned_data["recurrence"]
# account = self.cleaned_data["account"]
# description = self.cleaned_data["description"]
# installment_amount = self.cleaned_data["installment_amount"]
# category = self.cleaned_data["category"]
#
# print(reference_date, type(reference_date))
# print(start_date, type(start_date))
#
# with transaction.atomic():
# installment_plan = InstallmentPlan.objects.create(
# account=account,
# description=description,
# number_of_installments=number_of_installments,
# )
#
# with transaction.atomic():
# for i in range(number_of_installments):
# if recurrence == "yearly":
# delta = relativedelta(years=i)
# elif recurrence == "monthly":
# delta = relativedelta(months=i)
# elif recurrence == "weekly":
# delta = relativedelta(weeks=i)
# elif recurrence == "daily":
# delta = relativedelta(days=i)
#
# transaction_date = start_date + delta
# transaction_reference_date = (reference_date + delta).replace(day=1)
# new_transaction = Transaction.objects.create(
# account=account,
# type=transaction_type,
# date=transaction_date,
# is_paid=False,
# reference_date=transaction_reference_date,
# amount=installment_amount,
# description=description,
# notes=f"{i + 1}/{number_of_installments}",
# category=category,
# installment_plan=installment_plan,
# )
#
# new_transaction.tags.set(self.cleaned_data.get("tags", []))
#
# return installment_plan
class InstallmentPlanForm(forms.ModelForm):
tags = DynamicModelMultipleChoiceField(
model=TransactionTag,
to_field_name="name",
create_field="name",
required=False,
label=_("Tags"),
)
category = DynamicModelChoiceField(
model=TransactionCategory,
required=False,
label=_("Category"),
)
type = forms.ChoiceField(choices=Transaction.Type.choices)
reference_date = MonthYearFormField(label=_("Reference Date"), required=False)
class Meta:
model = InstallmentPlan
fields = [
"type",
"account",
"start_date",
"reference_date",
"description",
"number_of_installments",
"recurrence",
"installment_amount",
"category",
"tags",
"installment_start",
]
widgets = {
"start_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
"account": TomSelect(),
"recurrence": TomSelect(clear_button=False),
}
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(
Field(
"type",
template="transactions/widgets/income_expense_toggle_buttons.html",
),
"account",
"description",
Row(
Column("number_of_installments", css_class="form-group col-md-6 mb-0"),
Column("installment_start", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
"recurrence",
Row(
Column("start_date", css_class="form-group col-md-6 mb-0"),
Column("reference_date", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
"installment_amount",
Row(
Column("category", css_class="form-group col-md-6 mb-0"),
Column("tags", css_class="form-group col-md-6 mb-0"),
css_class="form-row",
),
)
self.fields["installment_amount"].widget = ArbitraryDecimalDisplayNumberInput()
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, **kwargs):
is_new = not self.instance.id
instance = super().save(**kwargs)
if is_new:
instance.create_transactions()
else:
instance.update_transactions()
return instance
class TransactionTagForm(forms.ModelForm):
class Meta:
model = TransactionTag
fields = ["name"]
labels = {"name": _("Tag name")}
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(Field("name", css_class="mb-3"))
if self.instance and self.instance.pk:
self.helper.layout.append(
FormActions(
NoClassSubmit(
"submit", _("Update"), css_class="btn btn-outline-primary w-100"
),
),
)
else:
self.helper.layout.append(
FormActions(
NoClassSubmit(
"submit", _("Add"), css_class="btn btn-outline-primary w-100"
),
),
)
class TransactionCategoryForm(forms.ModelForm):
class Meta:
model = TransactionCategory
fields = ["name", "mute"]
labels = {"name": _("Category name")}
help_texts = {
"mute": _("Muted categories won't count towards your monthly total")
}
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(Field("name", css_class="mb-3"), Switch("mute"))
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"
),
),
)