Files
WYGIWYH/app/apps/transactions/views/transactions.py
2025-01-25 13:42:23 -03:00

391 lines
12 KiB
Python

import datetime
from copy import deepcopy
from django.contrib import messages
from django.contrib.auth.decorators import login_required
from django.core.paginator import Paginator
from django.http import HttpResponse
from django.shortcuts import render, get_object_or_404
from django.utils import timezone
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.common.utils.dicts import remove_falsey_entries
from apps.rules.signals import transaction_created, transaction_updated
from apps.transactions.filters import TransactionsFilter
from apps.transactions.forms import (
TransactionForm,
TransferForm,
BulkEditTransactionForm,
)
from apps.transactions.models import Transaction
from apps.transactions.utils.calculations import (
calculate_currency_totals,
calculate_account_totals,
calculate_percentage_distribution,
)
from apps.transactions.utils.default_ordering import default_order
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def transaction_add(request):
month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
transaction_type = Transaction.Type(request.GET.get("type", "IN"))
now = timezone.localdate(timezone.now())
expected_date = datetime.datetime(
day=now.day if month == now.month and year == now.year else 1,
month=month,
year=year,
).date()
if request.method == "POST":
form = TransactionForm(request.POST, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Transaction added successfully"))
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated, hide_offcanvas"},
)
else:
form = TransactionForm(
user=request.user,
initial={
"date": expected_date,
"type": transaction_type,
},
)
return render(
request,
"transactions/fragments/add.html",
{"form": form},
)
@login_required
@require_http_methods(["GET", "POST"])
def transaction_simple_add(request):
month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
transaction_type = Transaction.Type(request.GET.get("type", "IN"))
now = timezone.localdate(timezone.now())
expected_date = datetime.datetime(
day=now.day if month == now.month and year == now.year else 1,
month=month,
year=year,
).date()
if request.method == "POST":
form = TransactionForm(request.POST, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Transaction added successfully"))
form = TransactionForm(
user=request.user,
initial={
"date": expected_date,
"type": transaction_type,
},
)
else:
form = TransactionForm(
user=request.user,
initial={
"date": expected_date,
"type": transaction_type,
},
)
return render(
request,
"transactions/pages/add.html",
{"form": form},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def transaction_edit(request, transaction_id, **kwargs):
transaction = get_object_or_404(Transaction, id=transaction_id)
if request.method == "POST":
form = TransactionForm(request.POST, user=request.user, instance=transaction)
if form.is_valid():
form.save()
messages.success(request, _("Transaction updated successfully"))
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated, hide_offcanvas"},
)
else:
form = TransactionForm(instance=transaction, user=request.user)
return render(
request,
"transactions/fragments/edit.html",
{"form": form, "transaction": transaction},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def transactions_bulk_edit(request):
# Get selected transaction IDs from the URL parameter
transaction_ids = request.GET.getlist("transactions") or request.POST.getlist(
"transactions"
)
# Load the selected transactions
transactions = Transaction.objects.filter(id__in=transaction_ids)
if request.method == "POST":
form = BulkEditTransactionForm(request.POST, user=request.user)
if form.is_valid():
# Apply changes from the form to all selected transactions
for transaction in transactions:
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":
transaction.tags.set(value)
elif field_name == "entities":
transaction.entities.set(value)
else:
setattr(transaction, field_name, value)
transaction.save()
transaction_updated.send(sender=transaction)
messages.success(
request,
_("{count} transactions updated successfully").format(
count=len(transaction_ids)
),
)
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated, hide_offcanvas"},
)
else:
form = BulkEditTransactionForm(
initial={"is_paid": None, "type": None}, user=request.user
)
context = {
"form": form,
"transactions": transactions,
}
return render(request, "transactions/fragments/bulk_edit.html", context)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def transaction_clone(request, transaction_id, **kwargs):
transaction = get_object_or_404(Transaction, id=transaction_id)
new_transaction = deepcopy(transaction)
new_transaction.pk = None
new_transaction.installment_plan = None
new_transaction.installment_id = None
new_transaction.recurring_transaction = None
new_transaction.internal_id = None
new_transaction.save()
new_transaction.tags.add(*transaction.tags.all())
new_transaction.entities.add(*transaction.entities.all())
messages.success(request, _("Transaction duplicated successfully"))
transaction_created.send(sender=transaction)
# THIS HAS BEEN DISABLE DUE TO HTMX INCOMPATIBILITY
# SEE https://github.com/bigskysoftware/htmx/issues/3115 and https://github.com/bigskysoftware/htmx/issues/2706
# if request.GET.get("edit") == "true":
# return HttpResponse(
# status=200,
# headers={
# "HX-Trigger": "updated",
# "HX-Push-Url": "false",
# "HX-Location": json.dumps(
# {
# "path": reverse(
# "transaction_edit",
# kwargs={"transaction_id": new_transaction.id},
# ),
# "target": "#generic-offcanvas",
# "swap": "innerHTML",
# }
# ),
# },
# )
# else:
# transaction_created.send(sender=transaction)
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated"},
)
@only_htmx
@login_required
@require_http_methods(["DELETE"])
def transaction_delete(request, transaction_id, **kwargs):
transaction = get_object_or_404(Transaction, id=transaction_id)
transaction.delete()
messages.success(request, _("Transaction deleted successfully"))
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated"},
)
@only_htmx
@login_required
@require_http_methods(["GET", "POST"])
def transactions_transfer(request):
month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
now = timezone.localdate(timezone.now())
expected_date = datetime.datetime(
day=now.day if month == now.month and year == now.year else 1,
month=month,
year=year,
).date()
if request.method == "POST":
form = TransferForm(request.POST, user=request.user)
if form.is_valid():
form.save()
messages.success(request, _("Transfer added successfully"))
return HttpResponse(
status=204,
headers={"HX-Trigger": "updated, hide_offcanvas"},
)
else:
form = TransferForm(
initial={
"reference_date": expected_date,
"date": expected_date,
},
user=request.user,
)
return render(request, "transactions/fragments/transfer.html", {"form": form})
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_pay(request, transaction_id):
transaction = get_object_or_404(Transaction, pk=transaction_id)
new_is_paid = False if transaction.is_paid else True
transaction.is_paid = new_is_paid
transaction.save()
response = render(
request,
"transactions/fragments/item.html",
context={"transaction": transaction, **request.GET},
)
response.headers["HX-Trigger"] = (
f'{"paid" if new_is_paid else "unpaid"}, selective_update'
)
return response
@login_required
@require_http_methods(["GET"])
def transaction_all_index(request):
f = TransactionsFilter(request.GET, user=request.user)
return render(request, "transactions/pages/transactions.html", {"filter": f})
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_all_list(request):
order = request.GET.get("order")
transactions = Transaction.objects.prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
).all()
transactions = default_order(transactions, order=order)
f = TransactionsFilter(request.GET, user=request.user, queryset=transactions)
page_number = request.GET.get("page", 1)
paginator = Paginator(f.qs, 100)
page_obj = paginator.get_page(page_number)
return render(
request,
"transactions/fragments/list_all.html",
{
"page_obj": page_obj,
"paginator": paginator,
},
)
@only_htmx
@login_required
@require_http_methods(["GET"])
def transaction_all_summary(request):
transactions = Transaction.objects.prefetch_related(
"account",
"account__group",
"category",
"tags",
"account__exchange_currency",
"account__currency",
"installment_plan",
).all()
f = TransactionsFilter(request.GET, user=request.user, queryset=transactions)
currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
currency_percentages = calculate_percentage_distribution(currency_data)
account_data = calculate_account_totals(transactions_queryset=f.qs.all())
account_percentages = calculate_percentage_distribution(account_data)
context = {
"income_current": remove_falsey_entries(currency_data, "income_current"),
"income_projected": remove_falsey_entries(currency_data, "income_projected"),
"expense_current": remove_falsey_entries(currency_data, "expense_current"),
"expense_projected": remove_falsey_entries(currency_data, "expense_projected"),
"total_current": remove_falsey_entries(currency_data, "total_current"),
"total_final": remove_falsey_entries(currency_data, "total_final"),
"total_projected": remove_falsey_entries(currency_data, "total_projected"),
"currency_percentages": currency_percentages,
"account_data": account_data,
"account_percentages": account_percentages,
}
return render(request, "transactions/fragments/summary.html", context)