mirror of
https://github.com/eitchtee/WYGIWYH.git
synced 2026-03-18 15:34:01 +01:00
506 lines
17 KiB
Python
506 lines
17 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, 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('<i class="fa-solid fa-hashtag me-1"></i>' + _("Tags")),
|
|
# "category": mark_safe(
|
|
# '<i class="fa-solid fa-icons me-1"></i>' + _("Category")
|
|
# ),
|
|
# "notes": mark_safe(
|
|
# '<i class="fa-solid fa-align-justify me-1"></i>' + _("Notes")
|
|
# ),
|
|
# "amount": mark_safe('<i class="fa-solid fa-coins me-1"></i>' + _("Amount")),
|
|
# "description": mark_safe(
|
|
# '<i class="fa-solid fa-quote-left me-1"></i>' + _("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"
|
|
),
|
|
),
|
|
)
|