Files
WYGIWYH/app/apps/rules/views.py
2025-11-11 20:21:01 -03:00

585 lines
17 KiB
Python

from itertools import chain
from copy import deepcopy
from django.contrib import messages
from django.contrib.auth.decorators import login_required
from django.db import transaction
from django.http import HttpResponse
from django.shortcuts import render, get_object_or_404, redirect
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.rules.forms import (
TransactionRuleForm,
TransactionRuleActionForm,
UpdateOrCreateTransactionRuleActionForm,
DryRunCreatedTransacion,
DryRunDeletedTransacion,
DryRunUpdatedTransactionForm,
)
from apps.rules.models import (
TransactionRule,
TransactionRuleAction,
UpdateOrCreateTransactionRuleAction,
)
from apps.common.models import SharedObject
from apps.common.forms import SharedObjectForm
from apps.common.decorators.demo import disabled_on_demo
from apps.rules.tasks import check_for_transaction_rules
from apps.common.middleware.thread_local import get_current_user
from apps.rules.signals import transaction_created, transaction_updated
from apps.rules.utils.transactions import serialize_transaction
from apps.transactions.models import Transaction
@login_required
@disabled_on_demo
@require_http_methods(["GET"])
def rules_index(request):
return render(
request,
"rules/pages/index.html",
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET"])
def rules_list(request):
transaction_rules = TransactionRule.objects.all().order_by("order", "id")
return render(
request,
"rules/fragments/list.html",
{"transaction_rules": transaction_rules},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_toggle_activity(request, transaction_rule_id, **kwargs):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
current_active = transaction_rule.active
transaction_rule.active = not current_active
transaction_rule.save(update_fields=["active"])
if current_active:
messages.success(request, _("Rule deactivated successfully"))
else:
messages.success(request, _("Rule activated successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_add(request, **kwargs):
if request.method == "POST":
form = TransactionRuleForm(request.POST)
if form.is_valid():
form.save()
messages.success(request, _("Rule added successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = TransactionRuleForm()
return render(
request,
"rules/fragments/transaction_rule/add.html",
{"form": form},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_edit(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if transaction_rule.owner and transaction_rule.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = TransactionRuleForm(request.POST, instance=transaction_rule)
if form.is_valid():
form.save()
messages.success(request, _("Rule updated successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = TransactionRuleForm(instance=transaction_rule)
return render(
request,
"rules/fragments/transaction_rule/edit.html",
{"form": form, "transaction_rule": transaction_rule},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_view(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
edit_actions = transaction_rule.transaction_actions.all()
update_or_create_actions = (
transaction_rule.update_or_create_transaction_actions.all()
)
all_actions = sorted(
chain(edit_actions, update_or_create_actions),
key=lambda a: a.order,
)
return render(
request,
"rules/fragments/transaction_rule/view.html",
{"transaction_rule": transaction_rule, "all_actions": all_actions},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["DELETE"])
def transaction_rule_delete(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if (
transaction_rule.owner != request.user
and request.user in transaction_rule.shared_with.all()
):
transaction_rule.shared_with.remove(request.user)
messages.success(request, _("Item no longer shared with you"))
else:
transaction_rule.delete()
messages.success(request, _("Rule deleted successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET"])
def transaction_rule_take_ownership(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if not transaction_rule.owner:
transaction_rule.owner = request.user
transaction_rule.visibility = SharedObject.Visibility.private
transaction_rule.save()
messages.success(request, _("Ownership taken successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_share(request, pk):
obj = get_object_or_404(TransactionRule, id=pk)
if obj.owner and obj.owner != request.user:
messages.error(request, _("Only the owner can edit this"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
if request.method == "POST":
form = SharedObjectForm(request.POST, instance=obj, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Configuration saved successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = SharedObjectForm(instance=obj, user=request.user)
return render(
request,
"rules/fragments/share.html",
{"form": form, "object": obj},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_action_add(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if request.method == "POST":
form = TransactionRuleActionForm(request.POST, rule=transaction_rule)
if form.is_valid():
form.save()
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = TransactionRuleActionForm(rule=transaction_rule)
return render(
request,
"rules/fragments/transaction_rule/transaction_rule_action/add.html",
{"form": form, "transaction_rule_id": transaction_rule_id},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def transaction_rule_action_edit(request, transaction_rule_action_id):
transaction_rule_action = get_object_or_404(
TransactionRuleAction, id=transaction_rule_action_id
)
transaction_rule = get_object_or_404(
TransactionRule, id=transaction_rule_action.rule.id
)
if request.method == "POST":
form = TransactionRuleActionForm(
request.POST, instance=transaction_rule_action, rule=transaction_rule
)
if form.is_valid():
form.save()
messages.success(request, _("Action updated successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = TransactionRuleActionForm(
instance=transaction_rule_action, rule=transaction_rule
)
return render(
request,
"rules/fragments/transaction_rule/transaction_rule_action/edit.html",
{"form": form, "transaction_rule_action": transaction_rule_action},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["DELETE"])
def transaction_rule_action_delete(request, transaction_rule_action_id):
transaction_rule_action = get_object_or_404(
TransactionRuleAction, id=transaction_rule_action_id
)
transaction_rule_action.delete()
messages.success(request, _("Action deleted successfully"))
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
if request.method == "POST":
form = UpdateOrCreateTransactionRuleActionForm(
request.POST, rule=transaction_rule
)
if form.is_valid():
form.save()
messages.success(
request, _("Update or Create Transaction action added successfully")
)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = UpdateOrCreateTransactionRuleActionForm(rule=transaction_rule)
return render(
request,
"rules/fragments/transaction_rule/update_or_create_transaction_rule_action/add.html",
{"form": form, "transaction_rule_id": transaction_rule_id},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def update_or_create_transaction_rule_action_edit(request, pk):
linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
transaction_rule = linked_action.rule
if request.method == "POST":
form = UpdateOrCreateTransactionRuleActionForm(
request.POST, instance=linked_action, rule=transaction_rule
)
if form.is_valid():
form.save()
messages.success(
request, _("Update or Create Transaction action updated successfully")
)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
else:
form = UpdateOrCreateTransactionRuleActionForm(
instance=linked_action, rule=transaction_rule
)
return render(
request,
"rules/fragments/transaction_rule/update_or_create_transaction_rule_action/edit.html",
{"form": form, "action": linked_action},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["DELETE"])
def update_or_create_transaction_rule_action_delete(request, pk):
linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
linked_action.delete()
messages.success(
request, _("Update or Create Transaction action deleted successfully")
)
return HttpResponse(
status=204,
headers={
"HX-Trigger": "updated, hide_offcanvas",
},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def dry_run_rule_created(request, pk):
rule = get_object_or_404(TransactionRule, id=pk)
logs = None
results = None
if request.method == "POST":
form = DryRunCreatedTransacion(request.POST)
if form.is_valid():
try:
with transaction.atomic():
logs, results = check_for_transaction_rules(
instance_id=form.cleaned_data["transaction"].id,
signal="transaction_created",
dry_run=True,
rule_id=rule.id,
user_id=get_current_user().id,
)
logs = "\n".join(logs)
response = render(
request,
"rules/fragments/transaction_rule/dry_run/created.html",
{"form": form, "rule": rule, "logs": logs, "results": results},
)
raise Exception("ROLLBACK")
except Exception:
pass
return response
else:
form = DryRunCreatedTransacion()
return render(
request,
"rules/fragments/transaction_rule/dry_run/created.html",
{"form": form, "rule": rule, "logs": logs, "results": results},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def dry_run_rule_deleted(request, pk):
rule = get_object_or_404(TransactionRule, id=pk)
logs = None
results = None
if request.method == "POST":
form = DryRunDeletedTransacion(request.POST)
if form.is_valid():
try:
with transaction.atomic():
logs, results = check_for_transaction_rules(
instance_id=form.cleaned_data["transaction"].id,
signal="transaction_deleted",
dry_run=True,
rule_id=rule.id,
user_id=get_current_user().id,
)
logs = "\n".join(logs)
response = render(
request,
"rules/fragments/transaction_rule/dry_run/created.html",
{"form": form, "rule": rule, "logs": logs, "results": results},
)
raise Exception("ROLLBACK")
except Exception:
pass
return response
else:
form = DryRunDeletedTransacion()
return render(
request,
"rules/fragments/transaction_rule/dry_run/deleted.html",
{"form": form, "rule": rule, "logs": logs, "results": results},
)
@only_htmx
@login_required
@disabled_on_demo
@require_http_methods(["GET", "POST"])
def dry_run_rule_updated(request, pk):
rule = get_object_or_404(TransactionRule, id=pk)
logs = None
results = None
if request.method == "POST":
form = DryRunUpdatedTransactionForm(request.POST)
if form.is_valid():
base_transaction = Transaction.objects.get(
id=request.POST.get("transaction")
)
old_data = deepcopy(base_transaction)
try:
with transaction.atomic():
for field_name, value in form.cleaned_data.items():
if value or isinstance(
value, bool
): # Only update fields that have been filled in the form
if field_name == "tags":
base_transaction.tags.set(value)
elif field_name == "entities":
base_transaction.entities.set(value)
else:
setattr(base_transaction, field_name, value)
base_transaction.save()
logs, results = check_for_transaction_rules(
instance_id=base_transaction.id,
signal="transaction_updated",
dry_run=True,
rule_id=rule.id,
user_id=get_current_user().id,
old_data=old_data,
)
logs = "\n".join(logs) if logs else ""
response = render(
request,
"rules/fragments/transaction_rule/dry_run/updated.html",
{"form": form, "rule": rule, "logs": logs, "results": results},
)
# This will rollback the transaction
raise Exception("ROLLBACK")
except Exception:
pass
return response
else:
form = DryRunUpdatedTransactionForm(initial={"is_paid": None, "type": None})
return render(
request,
"rules/fragments/transaction_rule/dry_run/updated.html",
{"form": form, "rule": rule, "logs": logs, "results": results},
)