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84 lines
3.5 KiB
84 lines
3.5 KiB
from uuid import UUID |
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from django import forms |
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from finance.models import Account, Category, Payee, Transaction |
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def _reference_choices(model, *, include=None): |
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rows = model.objects.filter(archived=False) |
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if include is not None: |
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rows = model.objects.filter(pk=include.pk) | rows |
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return [(str(row.pk), row.name) for row in rows.order_by("name")] |
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def _uuid(value): |
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return None if value == "" else UUID(value) |
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class ManualTransactionForm(forms.Form): |
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account = forms.TypedChoiceField(coerce=UUID) |
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amount = forms.DecimalField(max_digits=18, decimal_places=2) |
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posting_date = forms.DateField(widget=forms.DateInput(attrs={"type": "date"})) |
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occurrence_date = forms.DateField(required=False, widget=forms.DateInput(attrs={"type": "date"})) |
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kind = forms.ChoiceField(choices=Transaction.Kind.choices) |
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description = forms.CharField(required=False, widget=forms.Textarea(attrs={"rows": 3})) |
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payee = forms.TypedChoiceField(required=False, empty_value=None, coerce=_uuid) |
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category = forms.TypedChoiceField(required=False, empty_value=None, coerce=_uuid) |
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def __init__(self, *args, **kwargs): |
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super().__init__(*args, **kwargs) |
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self.fields["account"].choices = _reference_choices(Account) |
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self.fields["payee"].choices = [("", "None"), *_reference_choices(Payee)] |
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self.fields["category"].choices = [("", "Uncategorized"), *_reference_choices(Category)] |
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def clean(self): |
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values = super().clean() |
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amount = values.get("amount") |
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kind = values.get("kind") |
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if amount is not None and kind == Transaction.Kind.EXPENSE and amount >= 0: |
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self.add_error("amount", "Expense amounts must be negative.") |
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if amount is not None and kind in {Transaction.Kind.INCOME, Transaction.Kind.REFUND} and amount <= 0: |
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self.add_error("amount", "Income and refund amounts must be positive.") |
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return values |
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class AnnotationForm(forms.Form): |
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description = forms.CharField(required=False, widget=forms.Textarea(attrs={"rows": 3})) |
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payee = forms.TypedChoiceField(required=False, empty_value=None, coerce=_uuid) |
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category = forms.TypedChoiceField(required=False, empty_value=None, coerce=_uuid) |
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def __init__(self, *args, transaction, **kwargs): |
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super().__init__(*args, **kwargs) |
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self.transaction = transaction |
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self.fields["payee"].choices = [("", "None"), *_reference_choices(Payee, include=transaction.payee)] |
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self.fields["category"].choices = [("", "Uncategorized"), *_reference_choices(Category, include=transaction.category)] |
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if not self.is_bound: |
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self.initial = { |
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"description": transaction.description, |
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"payee": transaction.payee_id, |
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"category": transaction.category_id, |
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} |
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def changes(self): |
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values = self.cleaned_data |
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changes = {} |
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for form_name, model_name in (("description", "description"), ("payee", "payee_id"), ("category", "category_id")): |
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if values[form_name] != getattr(self.transaction, model_name): |
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changes[model_name] = values[form_name] |
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return changes |
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class AccountForm(forms.Form): |
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name = forms.CharField(max_length=255) |
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kind = forms.ChoiceField(choices=Account.Kind.choices) |
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currency = forms.RegexField(regex=r"^[A-Z]{3}$", max_length=3) |
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class CategoryForm(forms.Form): |
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name = forms.CharField(max_length=255) |
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kind = forms.ChoiceField(choices=Category.Kind.choices) |
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class PayeeForm(forms.Form): |
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name = forms.CharField(max_length=255)
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