Files
WYGIWYH/app/apps/api/serializers/transactions.py

221 lines
6.4 KiB
Python

from decimal import Decimal
from django.utils.translation import gettext_lazy as _
from drf_spectacular import openapi
from drf_spectacular.types import OpenApiTypes
from drf_spectacular.utils import extend_schema_field
from rest_framework import serializers
from rest_framework.permissions import IsAuthenticated
from apps.accounts.models import Account
from apps.api.fields.transactions import (
TransactionTagField,
TransactionCategoryField,
TransactionEntityField,
)
from apps.api.serializers.accounts import AccountSerializer
from apps.transactions.models import (
Transaction,
TransactionCategory,
TransactionTag,
InstallmentPlan,
TransactionEntity,
RecurringTransaction,
)
from apps.common.middleware.thread_local import get_current_user
class TransactionCategorySerializer(serializers.ModelSerializer):
permission_classes = [IsAuthenticated]
class Meta:
model = TransactionCategory
fields = "__all__"
read_only_fields = [
"id",
"owner",
]
class TransactionTagSerializer(serializers.ModelSerializer):
permission_classes = [IsAuthenticated]
class Meta:
model = TransactionTag
fields = "__all__"
read_only_fields = [
"id",
"owner",
]
class TransactionEntitySerializer(serializers.ModelSerializer):
permission_classes = [IsAuthenticated]
class Meta:
model = TransactionEntity
fields = "__all__"
read_only_fields = [
"id",
"owner",
]
class InstallmentPlanSerializer(serializers.ModelSerializer):
category: str | int = TransactionCategoryField(required=False)
tags: str | int = TransactionTagField(required=False)
entities: str | int = TransactionEntityField(required=False)
permission_classes = [IsAuthenticated]
class Meta:
model = InstallmentPlan
fields = [
"id",
"account",
"type",
"description",
"number_of_installments",
"installment_start",
"installment_total_number",
"start_date",
"reference_date",
"end_date",
"recurrence",
"installment_amount",
"category",
"tags",
"entities",
"notes",
]
read_only_fields = ["installment_total_number", "end_date"]
def create(self, validated_data):
instance = super().create(validated_data)
instance.create_transactions()
return instance
def update(self, instance, validated_data):
instance = super().update(instance, validated_data)
instance.update_transactions()
return instance
class RecurringTransactionSerializer(serializers.ModelSerializer):
category: str | int = TransactionCategoryField(required=False)
tags: str | int = TransactionTagField(required=False)
entities: str | int = TransactionEntityField(required=False)
class Meta:
model = RecurringTransaction
fields = [
"id",
"is_paused",
"account",
"type",
"amount",
"description",
"category",
"tags",
"entities",
"notes",
"reference_date",
"start_date",
"end_date",
"recurrence_type",
"recurrence_interval",
"last_generated_date",
"last_generated_reference_date",
]
read_only_fields = ["last_generated_date", "last_generated_reference_date"]
def create(self, validated_data):
instance = super().create(validated_data)
instance.create_upcoming_transactions()
return instance
def update(self, instance, validated_data):
instance = super().update(instance, validated_data)
instance.update_unpaid_transactions()
instance.generate_upcoming_transactions()
return instance
class TransactionSerializer(serializers.ModelSerializer):
category: str | int = TransactionCategoryField(required=False)
tags: str | int = TransactionTagField(required=False)
entities: str | int = TransactionEntityField(required=False)
exchanged_amount = serializers.SerializerMethodField()
# For read operations (GET)
account = AccountSerializer(read_only=True)
# For write operations (POST, PUT, PATCH)
account_id = serializers.PrimaryKeyRelatedField(
queryset=Account.objects.all(), source="account", write_only=True
)
reference_date = serializers.DateField(
required=False, input_formats=["iso-8601", "%Y-%m"], format="%Y-%m"
)
permission_classes = [IsAuthenticated]
class Meta:
model = Transaction
fields = "__all__"
read_only_fields = [
"id",
"installment_plan",
"recurring_transaction",
"installment_id",
"owner",
"deleted_at",
"deleted",
]
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields["account_id"].queryset = Account.objects.all()
def validate(self, data):
if not self.partial:
if "date" in data and "reference_date" not in data:
data["reference_date"] = data["date"].replace(day=1)
elif "reference_date" in data:
data["reference_date"] = data["reference_date"].replace(day=1)
else:
raise serializers.ValidationError(
_("Either 'date' or 'reference_date' must be provided.")
)
return data
def create(self, validated_data):
tags = validated_data.pop("tags", [])
entities = validated_data.pop("entities", [])
transaction = Transaction.objects.create(**validated_data)
transaction.tags.set(tags)
transaction.entities.set(entities)
return transaction
def update(self, instance, validated_data):
tags = validated_data.pop("tags", None)
entities = validated_data.pop("entities", None)
for attr, value in validated_data.items():
setattr(instance, attr, value)
instance.save()
if tags is not None:
instance.tags.set(tags)
if entities is not None:
instance.entities.set(entities)
return instance
@staticmethod
def get_exchanged_amount(obj) -> Decimal:
return obj.exchanged_amount()