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, Fieldset from dateutil.relativedelta import relativedelta from django import forms from django.db import transaction from django.utils.safestring import mark_safe 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, TomSelectMultiple from apps.transactions.models import ( Transaction, TransactionCategory, TransactionTag, InstallmentPlan, ) from apps.transactions.widgets import ( ArbitraryDecimalDisplayNumberInput, MonthYearWidget, ) 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"), ) 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 = forms.CharField(label="Reference Date", widget=MonthYearWidget()) 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", _("Tranfer"), 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"), ) 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")), ), 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("start_date", css_class="form-group col-md-4 mb-0"), Column("number_of_installments", css_class="form-group col-md-4 mb-0"), Column("recurrence", css_class="form-group col-md-4 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"] 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"] 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 new_transaction = Transaction.objects.create( account=account, type=transaction_type, date=transaction_date, reference_date=transaction_date.replace(day=1), 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 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" ), ), )