Add account column to tables

nummi/main/migrations/0013_account_snapshot_account_transaction_account.py

@@ -0,0 +1,80 @@
+# Generated by Django 4.1.4 on 2022-12-29 18:32
+
+import uuid
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+        ("main", "0012_alter_snapshot_date"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="Account",
+            fields=[
+                (
+                    "id",
+                    models.UUIDField(
+                        default=uuid.uuid4,
+                        editable=False,
+                        primary_key=True,
+                        serialize=False,
+                    ),
+                ),
+                (
+                    "name",
+                    models.CharField(
+                        default="Account", max_length=64, verbose_name="Nom"
+                    ),
+                ),
+                (
+                    "icon",
+                    models.CharField(
+                        default="folder", max_length=64, verbose_name="Icône"
+                    ),
+                ),
+                (
+                    "user",
+                    models.ForeignKey(
+                        editable=False,
+                        on_delete=django.db.models.deletion.CASCADE,
+                        to=settings.AUTH_USER_MODEL,
+                        verbose_name="Utilisateur",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Account",
+                "verbose_name_plural": "Accounts",
+                "ordering": ["name"],
+            },
+        ),
+        migrations.AddField(
+            model_name="snapshot",
+            name="account",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                to="main.account",
+                verbose_name="Account",
+            ),
+        ),
+        migrations.AddField(
+            model_name="transaction",
+            name="account",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                to="main.account",
+                verbose_name="Account",
+            ),
+        ),
+    ]

nummi/main/models.py

@@ -2,12 +2,12 @@ import pathlib
 import uuid
 from datetime import date
 
+from django.contrib.auth.models import User
 from django.core.validators import FileExtensionValidator
 from django.db import models
 from django.forms import ModelForm
 from django.urls import reverse
 from django.utils.translation import gettext as _
-from django.contrib.auth.models import User
 
 
 class UserModel(models.Model):
@@ -19,7 +19,57 @@ class UserModel(models.Model):
         abstract = True
 
 
-class Category(UserModel):
+class CustomModel(UserModel):
+    @property
+    def adding(self):
+        return self._state.adding
+
+    class Meta:
+        abstract = True
+
+
+class Account(CustomModel):
+    id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
+    name = models.CharField(max_length=64, default=_("Account"), verbose_name=_("Name"))
+    icon = models.CharField(max_length=64, default="folder", verbose_name=_("Icon"))
+
+    def __str__(self):
+        return self.name
+
+    def get_absolute_url(self):
+        return reverse("account", kwargs={"pk": self.pk})
+
+    def get_delete_url(self):
+        return reverse("del_account", kwargs={"pk": self.pk})
+
+    @property
+    def transactions(self):
+        return Transaction.objects.filter(account=self)
+
+    @property
+    def snapshots(self):
+        return Snapshot.objects.filter(account=self)
+
+    class Meta:
+        ordering = ["name"]
+        verbose_name = _("Account")
+        verbose_name_plural = _("Accounts")
+
+
+class AccountModel(CustomModel):
+    account = models.ForeignKey(
+        Account,
+        on_delete=models.SET_NULL,
+        blank=True,
+        null=True,
+        verbose_name=_("Account"),
+    )
+
+    class Meta:
+        abstract = True
+
+
+class Category(CustomModel):
     id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
     name = models.CharField(
         max_length=64, default=_("Category"), verbose_name=_("Name")
@@ -36,10 +86,6 @@ class Category(UserModel):
     def get_delete_url(self):
         return reverse("del_category", kwargs={"pk": self.pk})
 
-    @property
-    def adding(self):
-        return self._state.adding
-
     @property
     def transactions(self):
         return Transaction.objects.filter(category=self)
@@ -50,15 +96,7 @@ class Category(UserModel):
         verbose_name_plural = _("Categories")
 
 
-class CategoryForm(ModelForm):
-    template_name = "main/form/base.html"
-
-    class Meta:
-        model = Category
-        fields = ["name", "icon", "budget"]
-
-
-class Transaction(UserModel):
+class Transaction(AccountModel):
     id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
     name = models.CharField(
         max_length=256, default=_("Transaction"), verbose_name=_("Name")
@@ -92,10 +130,6 @@ class Transaction(UserModel):
     def get_delete_url(self):
         return reverse("del_transaction", kwargs={"pk": self.pk})
 
-    @property
-    def adding(self):
-        return self._state.adding
-
     @property
     def invoices(self):
         return Invoice.objects.filter(transaction=self)
@@ -110,28 +144,11 @@ class Transaction(UserModel):
         verbose_name_plural = _("Transactions")
 
 
-class TransactionForm(ModelForm):
-    template_name = "main/form/base.html"
-
-    class Meta:
-        model = Transaction
-        fields = [
-            "date",
-            "name",
-            "value",
-            "trader",
-            "category",
-            "real_date",
-            "payment",
-            "description",
-        ]
-
-
 def invoice_path(instance, filename):
     return pathlib.Path("invoices", str(instance.id)).with_suffix(".pdf")
 
 
-class Invoice(UserModel):
+class Invoice(CustomModel):
     id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
     name = models.CharField(
         max_length=256, default=_("Invoice"), verbose_name=_("Name")
@@ -165,29 +182,16 @@ class Invoice(UserModel):
             "del_invoice", kwargs={"transaction_pk": self.transaction.pk, "pk": self.pk}
         )
 
-    @property
-    def adding(self):
-        return self._state.adding
-
     class Meta:
         verbose_name = _("Invoice")
         verbose_name_plural = _("Invoices")
 
 
-class InvoiceForm(ModelForm):
-    template_name = "main/form/base.html"
-    prefix = "invoice"
-
-    class Meta:
-        model = Invoice
-        fields = "__all__"
-
-
 def snapshot_path(instance, filename):
     return pathlib.Path("snapshots", str(instance.id)).with_suffix(".pdf")
 
 
-class Snapshot(UserModel):
+class Snapshot(AccountModel):
     id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
     date = models.DateField(default=date.today, verbose_name=_("Date"))
     value = models.DecimalField(
@@ -284,10 +288,6 @@ class Snapshot(UserModel):
     def get_delete_url(self):
         return reverse("del_snapshot", kwargs={"pk": self.pk})
 
-    @property
-    def adding(self):
-        return self._state.adding
-
     @property
     def sum(self):
         if self.previous is None:
@@ -327,9 +327,37 @@ class Snapshot(UserModel):
         verbose_name_plural = _("Snapshots")
 
 
-class SnapshotForm(ModelForm):
+class NummiForm(ModelForm):
     template_name = "main/form/base.html"
 
+
+class AccountForm(NummiForm):
+    class Meta:
+        model = Account
+        fields = "__all__"
+
+
+class CategoryForm(NummiForm):
+    class Meta:
+        model = Category
+        fields = "__all__"
+
+
+class TransactionForm(NummiForm):
+    class Meta:
+        model = Transaction
+        fields = "__all__"
+
+
+class InvoiceForm(NummiForm):
+    prefix = "invoice"
+
+    class Meta:
+        model = Invoice
+        fields = "__all__"
+
+
+class SnapshotForm(NummiForm):
     class Meta:
         model = Snapshot
-        fields = ["date", "value", "file"]
+        fields = "__all__"

nummi/main/static/main/css/index.css

@@ -12,10 +12,12 @@ h1 img {
 	margin-right: var(--gap);
 }
 
-#categories > a {
+#categories > a,
+#accounts > a {
 	display: inline-block;
 	padding: 1em;
 }
-#categories > a > i {
+#categories > a > i,
+#accounts > a > i {
 	margin-right: .5rem;
 }

nummi/main/static/main/css/table.css

@@ -14,6 +14,7 @@
 .table.col1-1-1 {grid-template-columns: min-content auto min-content}
 .table.col1-5 {grid-template-columns: min-content repeat(5, auto)}
 .table.col1-6 {grid-template-columns: min-content repeat(6, auto)}
+.table.col1-7 {grid-template-columns: min-content repeat(7, auto)}
 
 .table > div {
 	display: contents;

nummi/main/templates/main/account_form.html

@@ -0,0 +1,22 @@
+{% extends "main/base.html" %}
+{% load static %}
+{% load main_extras %}
+{% load i18n %}
+{% block link %}
+    {{ block.super }}
+    <link rel="stylesheet"
+          href="{% static 'main/css/form.css' %}"
+          type="text/css"/>
+    <link rel="stylesheet"
+          href="{% static 'main/css/table.css' %}"
+          type="text/css"/>
+{% endblock %}
+{% block body %}
+    <h1>
+        <i class="fa fa-{{ form.instance.icon }}"></i> {{ form.instance }}
+    </h1>
+    <form method="post">
+        {% csrf_token %}
+        {{ form }}
+    </form>
+{% endblock %}

nummi/main/templates/main/base.html

@@ -33,6 +33,11 @@
                         <img src="{% static 'main/svg/logo.svg' %}" alt="" />
                         <h1>Nummi</h1>
                     </a>
+                    <a href="{% url 'account' %}"
+                       class="{% if request.resolver_match.url_name == 'account' %}cur{% endif %}"
+                       accesskey="n">
+                        {% translate "Account" %}
+                    </a>
                     <a href="{% url 'transaction' %}"
                        class="{% if request.resolver_match.url_name == 'transaction' %}cur{% endif %}"
                        accesskey="n">

nummi/main/templates/main/index.html

@@ -12,6 +12,16 @@
           type="text/css"/>
 {% endblock %}
 {% block body %}
+    {% if accounts %}
+        <h2>{% translate "Accounts" %}</h2>
+        {% spaceless %}
+            <div id="accounts">
+                {% for acc in accounts %}
+                    <a href="{% url 'account' acc.id %}"><i class="fa fa-{{ acc.icon }}"></i>{{ acc }}</a>
+                {% endfor %}
+            </div>
+        {% endspaceless %}
+    {% endif %}
     {% if transactions %}
         <h2>
             {% translate "Transactions" %}
@@ -33,10 +43,11 @@
     {% endif %}
     {% if snapshots %}
         <h2>{% translate "Snapshots" %}</h2>
-        <div id="snapshots" class="table col1-5">
+        <div id="snapshots" class="table col1-6">
             <div class="header">
                 <strong class="attach center"><i class="fa fa-paperclip"></i></strong>
                 <strong class="date center">{% translate "Date" %}</strong>
+                <strong class="account center">{% translate "Account" %}</strong>
                 <strong class="value center">{% translate "Value" %}</strong>
                 <strong class="diff center">{% translate "Difference" %}</strong>
                 <strong class="diff center">{% translate "Transactions" %}</strong>
@@ -54,6 +65,14 @@
                     <span class="date num center">
                         <a href="{% url 'snapshot' snap.id %}">{{ snap.date|date:"Y-m-d" }}</a>
                     </span>
+                    <span class="account text center">
+                        {% if trans.account %}
+                            <i class="fa fa-{{ trans.account.icon }}"></i>
+                            <a href="{% url 'account' trans.account.id %}">{{ trans.account }}</a>
+                        {% else %}
+                            –
+                        {% endif %}
+                    </span>
                     <span class="value num right">{{ snap.value|value }}</span>
                     <span class="diff num right">{{ snap.diff|pmvalue }}</span>
                     {% with sum=snap.sum %}

nummi/main/templates/main/tag/transaction_table.html

@@ -1,6 +1,6 @@
 {% load main_extras %}
 {% load i18n %}
-<div id="transactions" class="table col1-6">
+<div id="transactions" class="table col1-7">
     <div class="header">
         <strong class="attach center"><i class="fa fa-paperclip"></i></strong>
         <strong class="date center">{% translate "Date" %}</strong>
@@ -8,6 +8,7 @@
         <strong class="value center">{% translate "Value" %}</strong>
         <strong class="trader center">{% translate "Trader" %}</strong>
         <strong class="category center">{% translate "Category" %}</strong>
+        <strong class="account center">{% translate "Account" %}</strong>
         <strong class="description">{% translate "Description" %}</strong>
     </div>
     {% for trans in transactions %}
@@ -33,6 +34,14 @@
                     –
                 {% endif %}
             </span>
+            <span class="account text center">
+                {% if trans.account %}
+                    <i class="fa fa-{{ trans.account.icon }}"></i>
+                    <a href="{% url 'account' trans.account.id %}">{{ trans.account }}</a>
+                {% else %}
+                    –
+                {% endif %}
+            </span>
             <span class="description text">{{ trans.description }}</span>
         </div>
     {% endfor %}

nummi/main/urls.py

@@ -7,6 +7,7 @@ urlpatterns = [
     path("login", views.LoginView.as_view(), name="login"),
     path("logout", views.LogoutView.as_view(), name="logout"),
     path("transactions", views.TransactionListView.as_view(), name="transactions"),
+    path("account", views.AccountCreateView.as_view(), name="account"),
     path("transaction", views.TransactionCreateView.as_view(), name="transaction"),
     path(
         "transaction/<transaction_pk>/invoice",
@@ -15,6 +16,7 @@ urlpatterns = [
     ),
     path("category", views.CategoryCreateView.as_view(), name="category"),
     path("snapshot", views.SnapshotCreateView.as_view(), name="snapshot"),
+    path("account/<pk>", views.AccountUpdateView.as_view(), name="account"),
     path("transaction/<pk>", views.TransactionUpdateView.as_view(), name="transaction"),
     path(
         "transaction/<transaction_pk>/invoice/<pk>",
@@ -23,6 +25,11 @@ urlpatterns = [
     ),
     path("category/<pk>", views.CategoryUpdateView.as_view(), name="category"),
     path("snapshot/<pk>", views.SnapshotUpdateView.as_view(), name="snapshot"),
+    path(
+        "account/<pk>/delete",
+        views.AccountDeleteView.as_view(),
+        name="del_account",
+    ),
     path(
         "transaction/<pk>/delete",
         views.TransactionDeleteView.as_view(),

nummi/main/views.py

@@ -19,6 +19,8 @@ from django.views.generic import (
 from django.views.generic.edit import ProcessFormView
 
 from .models import (
+    Account,
+    AccountForm,
     Category,
     CategoryForm,
     Invoice,
@@ -35,6 +37,7 @@ class IndexView(LoginRequiredMixin, TemplateView):
 
     def get_context_data(self, **kwargs):
         return super().get_context_data(**kwargs) | {
+            "accounts": Account.objects.filter(user=self.request.user),
             "transactions": Transaction.objects.filter(user=self.request.user)[:10],
             "categories": Category.objects.filter(user=self.request.user),
             "snapshots": Snapshot.objects.filter(user=self.request.user),
@@ -52,6 +55,11 @@ class UserCreateView(LoginRequiredMixin, CreateView):
         return super().form_valid(form)
 
 
+class NummiDeleteView(UserMixin, DeleteView):
+    template_name = "main/confirm_delete.html"
+    success_url = reverse_lazy("index")
+
+
 class LoginView(auth_views.LoginView):
     template_name = "main/login.html"
     next_page = "index"
@@ -68,6 +76,11 @@ class TransactionListView(UserMixin, ListView):
     context_object_name = "transactions"
 
 
+class AccountCreateView(UserCreateView):
+    model = Account
+    form_class = AccountForm
+
+
 class TransactionCreateView(UserCreateView):
     model = Transaction
     form_class = TransactionForm
@@ -98,6 +111,11 @@ class SnapshotCreateView(UserCreateView):
     form_class = SnapshotForm
 
 
+class AccountUpdateView(UserMixin, UpdateView):
+    model = Account
+    form_class = AccountForm
+
+
 class TransactionUpdateView(UserMixin, UpdateView):
     model = Transaction
     form_class = TransactionForm
@@ -132,15 +150,16 @@ class SnapshotUpdateView(UserMixin, UpdateView):
     form_class = SnapshotForm
 
 
-class TransactionDeleteView(UserMixin, DeleteView):
+class AccountDeleteView(NummiDeleteView):
+    model = Account
+
+
+class TransactionDeleteView(NummiDeleteView):
     model = Transaction
-    template_name = "main/confirm_delete.html"
-    success_url = reverse_lazy("index")
 
 
-class InvoiceDeleteView(UserMixin, DeleteView):
+class InvoiceDeleteView(NummiDeleteView):
     model = Invoice
-    template_name = "main/confirm_delete.html"
 
     def get_success_url(self):
         return reverse_lazy("transaction", kwargs={"pk": self.object.transaction.pk})
@@ -151,16 +170,12 @@ class InvoiceDeleteView(UserMixin, DeleteView):
         )
 
 
-class CategoryDeleteView(UserMixin, DeleteView):
+class CategoryDeleteView(NummiDeleteView):
     model = Category
-    template_name = "main/confirm_delete.html"
-    success_url = reverse_lazy("index")
 
 
-class SnapshotDeleteView(UserMixin, DeleteView):
+class SnapshotDeleteView(NummiDeleteView):
     model = Snapshot
-    template_name = "main/confirm_delete.html"
-    success_url = reverse_lazy("index")
 
 
 class SearchView(UserMixin, ListView, ProcessFormView):