mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-03-18 15:34:01 +01:00
591 lines
19 KiB
Python
591 lines
19 KiB
Python
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 django import forms
|
|
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.fields.forms.grouped_select import GroupedModelChoiceField
|
|
from apps.common.fields.month_year import MonthYearFormField
|
|
from apps.common.widgets.crispy.submit import NoClassSubmit
|
|
from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
|
|
from apps.common.widgets.tom_select import TomSelect
|
|
from apps.transactions.models import (
|
|
Transaction,
|
|
TransactionCategory,
|
|
TransactionTag,
|
|
InstallmentPlan,
|
|
RecurringTransaction,
|
|
)
|
|
|
|
|
|
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(clear_button=False, group_by="group"),
|
|
}
|
|
|
|
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(clear_button=False, group_by="group"),
|
|
)
|
|
to_account = forms.ModelChoiceField(
|
|
queryset=Account.objects.all(),
|
|
label=_("To Account"),
|
|
widget=TomSelect(clear_button=False, group_by="group"),
|
|
)
|
|
|
|
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.ModelForm):
|
|
account = forms.ModelChoiceField(
|
|
queryset=Account.objects.all(),
|
|
label=_("From Account"),
|
|
widget=TomSelect(clear_button=False, group_by="group"),
|
|
)
|
|
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"
|
|
),
|
|
),
|
|
)
|
|
|
|
|
|
class RecurringTransactionForm(forms.ModelForm):
|
|
account = forms.ModelChoiceField(
|
|
queryset=Account.objects.all(),
|
|
label=_("From Account"),
|
|
widget=TomSelect(clear_button=False, group_by="group"),
|
|
)
|
|
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 = RecurringTransaction
|
|
fields = [
|
|
"account",
|
|
"type",
|
|
"amount",
|
|
"description",
|
|
"category",
|
|
"tags",
|
|
"start_date",
|
|
"reference_date",
|
|
"end_date",
|
|
"recurrence_type",
|
|
"recurrence_interval",
|
|
]
|
|
widgets = {
|
|
"start_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
|
|
"end_date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
|
|
"recurrence_type": TomSelect(clear_button=False),
|
|
}
|
|
|
|
def __init__(self, *args, **kwargs):
|
|
super().__init__(*args, **kwargs)
|
|
self.helper = FormHelper()
|
|
self.helper.form_method = "post"
|
|
self.helper.form_tag = False
|
|
|
|
self.helper.layout = Layout(
|
|
Field(
|
|
"type",
|
|
template="transactions/widgets/income_expense_toggle_buttons.html",
|
|
),
|
|
"account",
|
|
"description",
|
|
"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",
|
|
),
|
|
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",
|
|
),
|
|
Row(
|
|
Column("recurrence_interval", css_class="form-group col-md-4 mb-0"),
|
|
Column("recurrence_type", css_class="form-group col-md-4 mb-0"),
|
|
Column("end_date", css_class="form-group col-md-4 mb-0"),
|
|
css_class="form-row",
|
|
),
|
|
)
|
|
|
|
self.fields["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 clean(self):
|
|
cleaned_data = super().clean()
|
|
start_date = cleaned_data.get("start_date")
|
|
end_date = cleaned_data.get("end_date")
|
|
|
|
if start_date and end_date and start_date > end_date:
|
|
raise forms.ValidationError("End date should be after the start date.")
|
|
|
|
return cleaned_data
|
|
|
|
def save(self, **kwargs):
|
|
is_new = not self.instance.id
|
|
|
|
instance = super().save(**kwargs)
|
|
if is_new:
|
|
instance.create_upcoming_transactions()
|
|
|
|
return instance
|