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176 commits

Author SHA1 Message Date
fc68368f3f
Fix entrypoint script path and update permissions for execution
All checks were successful
Build and push Docker image / build (push) Successful in 1m36s
2025-05-08 21:07:28 +02:00
100773c958
Remove version tag from Nummi image in Docker Compose configuration
All checks were successful
Build and push Docker image / build (push) Successful in 1m35s
2025-05-08 21:03:28 +02:00
530e6eaf47
Refactor static file settings to use configuration for STATIC_ROOT 2025-05-08 21:03:19 +02:00
0e0da7f658
Update Docker build workflow to include latest tag in image push 2025-05-08 20:59:08 +02:00
8a86ff9a4b
Update build workflow to trigger on version tags instead of main branch
All checks were successful
Build and push Docker image / build (push) Successful in 2m0s
2025-05-08 20:57:26 +02:00
b12f151b8d
Add Docker support with Dockerfile and docker-compose; implement entrypoint script for application startup 2025-05-08 20:56:55 +02:00
2c0e7b7699
Move to UV and Docker
All checks were successful
Build and push Docker image / build (push) Successful in 1m39s
2025-05-06 08:55:04 +02:00
08732b6ad4
Fix add transaction to empty statement bug 2025-02-06 18:01:52 +01:00
6563260b34
Add metadata and tags fields to Statement model; enhance search results to include statements
Close #44
2025-01-05 18:59:24 +01:00
4974c30397
Enhance invoice display with improved CSS styling and update invoice links
Fix #47
2025-01-05 18:51:59 +01:00
a277b37526
Refactor invoice handling to remove unused formset and improve metadata extraction from PDF files
Fix #46
2025-01-05 18:42:58 +01:00
7194039706
Fix history_plot function with regard to category and account checks
Fix #31
2025-01-05 17:12:29 +01:00
c153000d3d
Add invoice model with metadata and tags; update search and templates for invoice handling
Progress #44
2025-01-05 16:01:26 +01:00
608da4be55
Refactor category_plot tag to remove budget parameter
Fix #45
2025-01-05 15:15:35 +01:00
d246843be0
Enhance category plot template with improved URL handling for transactions based on year, month, statement, and account 2025-01-05 11:47:40 +01:00
e5ae5caf2a
Add history URL routing and templates for transaction history views 2025-01-05 11:38:28 +01:00
71f7a82f60
Refactor transaction archive templates
Fix #42
2025-01-05 09:43:29 +01:00
d5292911c2
Refactor models to inherit from NummiModel and implement custom query sets for enhanced search functionality 2025-01-04 21:57:21 +01:00
d44407d9ab
Refactor transaction URL handling and enhance filter form functionality
Close #43
2025-01-04 21:16:10 +01:00
02c53c7dab
Fix template variable references in transaction detail view 2025-01-04 20:28:32 +01:00
e42410863d
Update French translations 2025-01-04 18:57:13 +01:00
a238401f13
Add AccountSelect widget and update account field in forms
- Introduced AccountSelect widget for improved account selection in forms.
- Updated AccountForm, StatementForm, and TransactionFiltersForm to use AccountSelect.
- Modified account model options to include 'archived' in ordering.
- Added new migration for account model options change.
2025-01-04 18:45:36 +01:00
ccbf433ec0
Add filter icon 2025-01-04 18:33:04 +01:00
b848bf8d65
Implement filters and sorting for transactions
Close #5
2025-01-04 18:28:37 +01:00
7851e8afbb
Improve form buttons styling
Close #34
2025-01-04 14:34:23 +01:00
6a17a3e333
Add pre-commit hook to prevent commits to main 2025-01-04 14:21:59 +01:00
e1f29f90c6
Move transaction link
Close #35
Progress #38
2025-01-04 14:17:48 +01:00
805c7d3dc0
Enable file drag and drop on transaction details page
Close #37
2025-01-04 12:37:09 +01:00
cfb2ceb2c3
Fix #39 2025-01-03 22:46:53 +01:00
cb1882ef8a
Default statement transaction date
Fix #40
2025-01-03 21:53:01 +01:00
d2d101fe34
Resize block on textarea
Fix #41
2025-01-03 21:49:47 +01:00
ec5c0e2fef
Fix update_sum left in transaction models 2025-01-03 19:16:03 +01:00
0c5ba6899b
Fix no autocomplete on statement transaction creation
Fix #36
2025-01-03 19:04:40 +01:00
ff519ea7d1
Auto-fill transaction form
Close #27
2025-01-03 18:50:50 +01:00
0cb4a681f1
Refactor datalist input usage 2025-01-03 16:52:02 +01:00
f203d1db46
Fix transaction table (fix #33) 2025-01-03 16:46:36 +01:00
38ab298094
Improve transaction form
Default to no statement (fix #28)
Add link to statement on statement transaction creation
Fix textarea height
2025-01-03 16:25:49 +01:00
7478404d8a
Improve statement details page
Fix #29
2025-01-03 15:55:58 +01:00
d8961c8198
Improve forms
Form errors displayed correctly (fix #30)
Fix #26
Close #20
2025-01-03 15:21:06 +01:00
5b49836bad
Fix history plot
Fix #31
2025-01-03 14:55:16 +01:00
c14e075cad
Add VS Code debug config 2025-01-03 14:54:47 +01:00
a6fc7f5a92
Move statement sum and diff to properties instead of model fields
Fix #32
2025-01-03 14:25:40 +01:00
26f97dd179
Use only budgeted categories in history plot 2025-01-03 13:05:46 +01:00
2cba5c6d83
Hide archived accounts in select for new statements 2025-01-03 12:46:19 +01:00
c6c67b9f93
Fix invoices not being shown on transactions 2025-01-03 12:33:33 +01:00
1f22ac7042
JS bugfix 2025-01-02 17:36:45 +01:00
57b315c842
Fix bug with js for archived accounts 2025-01-02 17:33:25 +01:00
224f55a8b1
Add icon field, closes #24 2025-01-02 17:30:59 +01:00
b4654ec445
Add automatic icons to category select (#24) 2025-01-02 16:40:27 +01:00
348ac494e9
Use templatetag for transaction_table 2025-01-02 15:19:12 +01:00
229033aac0
Use templatetag for history_plot 2025-01-02 15:03:10 +01:00
b1fddd0dd6
Use templatetag for statement_table 2025-01-02 14:41:53 +01:00
786d7c2130
Use templatetags for statement_table 2025-01-02 14:19:06 +01:00
090f1a3a5c
Fix #21 2025-01-02 14:05:08 +01:00
bac3b59358
Fix #22 2025-01-02 14:02:01 +01:00
cb939df81e
Fix #23, Fix #25 2025-01-02 13:58:28 +01:00
e8050fadb9
Fix statement list, gaps 2025-01-02 10:16:05 +01:00
57d5330d75
Create account list view 2025-01-02 10:07:01 +01:00
8575f43475
Fix transaction table with no account 2025-01-02 09:37:47 +01:00
79f87779dd
Fix display on index page 2025-01-01 19:05:34 +01:00
2991786444
Improve statement form 2025-01-01 19:01:35 +01:00
08551a865d
Improve category style 2025-01-01 18:53:56 +01:00
744ea277f5
Fix forms 2025-01-01 18:44:14 +01:00
cfe5389658
Fix login form buttons 2025-01-01 17:11:45 +01:00
f2f6335ad5
Fix forms 2025-01-01 17:10:15 +01:00
75ec967c40
Fix fileinput 2025-01-01 16:46:06 +01:00
c0aa8d17b6
Improve fieldsets 2025-01-01 16:21:31 +01:00
eeb5f4f04f
Improve forms 2025-01-01 15:39:18 +01:00
221dbb196e
Improve form style 2025-01-01 14:56:29 +01:00
804b2b38e0
Order datalist items by count 2025-01-01 14:14:11 +01:00
f98990d0a8
Update djlint settings 2025-01-01 13:59:31 +01:00
898c92df23
Fix orphan transaction detail page 2025-01-01 13:51:24 +01:00
c7994114a1
Add autocomplete for transaction fields
Needs work on ordering by -count
2025-01-01 09:23:19 +01:00
951f157de9
Fix invoice list (edit, bold title) 2025-01-01 08:40:52 +01:00
c8b58a18ac
Improve invoice list 2025-01-01 08:38:04 +01:00
275a1f6bc7
Fix transaction details on mobile 2025-01-01 08:20:16 +01:00
fe519bd4f0
Create transaction detail view 2024-12-31 19:39:55 +01:00
a8ff27e245
Add edit icon to category edit 2024-12-31 17:21:32 +01:00
093ca475d8
Fix icons 2024-12-31 17:19:52 +01:00
fe59869a1d
Fix show archived button 2024-12-31 17:13:33 +01:00
94d1907f9a
Add statement summary to details page 2024-12-31 17:04:34 +01:00
7d4dbdc0df
Create statement detail view separate from edit view 2024-12-31 16:47:36 +01:00
fd140a9314
Hide expected total when it is correct 2024-12-31 16:19:37 +01:00
f9e489218d
Add icons to messages 2024-12-31 16:14:24 +01:00
b20ef58e18
Reduce statement size to allow for better mobile experience 2024-12-31 15:58:06 +01:00
86a354f353
Fix category plot on statement page 2024-12-31 15:44:33 +01:00
cb08cb3d46
Improve account list 2024-12-31 15:41:02 +01:00
412cf94f93
Add last statements to home page 2024-12-31 15:31:07 +01:00
c754e869fc
Include icons in links 2024-12-31 15:14:42 +01:00
fac26bc224
Merge branch 'main' into dev 2024-12-31 15:04:35 +01:00
63f1cf4e4d
Update statement display (cards instead of table) 2024-12-31 15:03:01 +01:00
7109142b4e
Fix bug in history 2024-12-30 19:20:53 +01:00
886e682650
Fix history plot on mobile 2024-12-30 18:14:10 +01:00
5d6bd9ea2b
Improve history view using tenth centile times 125% for min max 2024-12-30 17:56:55 +01:00
28ac9c8ef7
Improve calendar table 2024-12-30 17:29:42 +01:00
a3e598acb6
Improve history view with outliers 2024-12-30 16:57:00 +01:00
46ea394422
Allow orphan transactions
Closes #18
2024-12-30 16:35:03 +01:00
93c4b43fa3
Improve account list
Closes #19
2024-12-30 16:11:43 +01:00
cf25fd1826
Enable archiving accounts 2024-12-29 10:38:25 +01:00
50ae922a99
Add total line in account list on index page 2024-03-23 11:51:37 +01:00
18a58783c8
Fix form table header background (fix #15) 2024-03-23 10:56:22 +01:00
e93f6f5d2b
Fix empty accounts producing error 500 2024-03-23 10:52:28 +01:00
ee3ec21527
Update styling on invoice table 2024-01-05 09:11:38 +01:00
ad020e476b
Add icon to log in link in navbar 2024-01-05 09:00:08 +01:00
0ff191e0a4
Fix account table display on small devices 2024-01-05 08:56:16 +01:00
a6e84fbc13
Fix back link styling on year page 2024-01-04 18:45:42 +01:00
7369b36ab1
Move connected as item in navbar 2024-01-04 18:45:17 +01:00
63258147ee
Add icons to navbar 2024-01-04 18:33:56 +01:00
67e71b717b
Fix back link 2024-01-04 17:16:13 +01:00
e41b989862
Add creation links to statement and transaction list pages 2024-01-04 17:04:37 +01:00
ca7cd790b5
Update check icons in statement table 2024-01-04 16:58:47 +01:00
9d50dc7154
Separate detail and edit view for category, update statement page 2024-01-04 16:51:48 +01:00
218a6aca6f
Separate detail and edit view for account 2024-01-04 16:05:38 +01:00
6bd83feafe
Update up-down icons 2024-01-04 15:38:53 +01:00
b0716a65b7
Add icons on calendar plot 2024-01-03 19:02:08 +01:00
8db2720f75
Remove create links from navbar; Add a link to create categories in the category list on the homepage 2024-01-03 18:49:24 +01:00
954ee9ce17
Update big links styling 2024-01-03 18:35:31 +01:00
08b234a070
Add colors back to history 2024-01-03 18:29:14 +01:00
bf1d15574d
Fix previous commit 2024-01-03 16:14:54 +01:00
ef90d52807
Fix history regarding category__budget 2024-01-03 16:07:10 +01:00
e4169bd1c3
Split columns for income and expenses 2024-01-03 15:52:36 +01:00
e2f7a1dcc3
Fix history calendar 2024-01-03 15:37:48 +01:00
cc551c536c
Change date format in transaction table on month and year page 2024-01-03 15:35:06 +01:00
b3c9642adc
Update year history (remove year in plot lines) 2024-01-03 15:20:45 +01:00
b478286f47
Fix page layout 2024-01-03 15:13:54 +01:00
6d14602dd2
Fix homepage on small screens 2024-01-03 14:59:08 +01:00
0f1aba45ea
Add class value to balance in account table 2024-01-03 14:54:24 +01:00
05b7418162
Reshape home page 2024-01-03 14:51:40 +01:00
d48818e455
Create table for accounts 2024-01-03 14:40:48 +01:00
9927cbbab4
Move new and more links to tables 2024-01-03 14:25:25 +01:00
e44e3a51f0
Fix contrast issues with table icons 2024-01-02 17:03:55 +01:00
65d97f523c
Add title attribute to calendar plot for accessibility 2024-01-02 16:58:24 +01:00
6b08113f60
Add back link on month and year page 2024-01-02 16:04:04 +01:00
e5cdf19fa3
Add transaction list on year view 2024-01-02 15:42:51 +01:00
b4c7f88b3d
Add time elements for accessibility 2024-01-02 15:28:24 +01:00
87c12f47e9
Fix pagination on small devices 2024-01-02 15:15:57 +01:00
8ebb940f5b
Add missing section block in month page 2024-01-02 15:09:50 +01:00
5ccae7f4a3
Fix spacing with pagination 2024-01-02 15:07:42 +01:00
3fd87ff370
Update month page template 2024-01-02 15:03:45 +01:00
f8c0f9dced
Change date format in month pagination 2024-01-02 15:00:27 +01:00
2ba21fbd10
Refactor pagination for month/year 2024-01-02 14:56:13 +01:00
35b26f2d10
Add year link on month view 2024-01-02 14:36:36 +01:00
57279b1cda
Simplify duplicated code (archive views) 2024-01-02 14:21:58 +01:00
47c4de8fbb
Fix calendar scroll 2024-01-02 14:18:57 +01:00
1137cfc1cc
Fix top-gap in main 2024-01-02 12:21:36 +01:00
2f32c2b80f
Fix year urls on account pages 2024-01-02 12:13:57 +01:00
60f84fe20d
Add pagination to year archive view 2024-01-02 12:06:20 +01:00
8b9af8e1a4
Add links to category in year category plot 2024-01-02 11:59:44 +01:00
309281f5e1
Fix row colors in history plot 2024-01-02 11:55:54 +01:00
75df57f42a
Update year view (add link) 2024-01-02 11:52:04 +01:00
3dbc31eebc
Fix row colors in category plot 2024-01-02 11:47:58 +01:00
caa113859d
Add year archive view 2024-01-02 11:45:06 +01:00
45b47dd1ba
Move templatetags to history templatetags 2024-01-02 11:11:05 +01:00
003902b43f
Minor style updates 2024-01-02 11:00:56 +01:00
0940904cd8
Refactor History plot 2024-01-02 10:58:30 +01:00
6b50de5e35
Fix opacity calculation on chrome 2023-12-31 18:41:54 +01:00
e4e0f56be0
Use css nesting 2023-12-31 09:37:29 +01:00
ee043d3956
Fix back link in transation form (fix #12) 2023-12-31 09:03:49 +01:00
fe95222474
Fix bugs in html templates 2023-12-30 11:12:38 +01:00
47d8ff0382
Create tag for css imports 2023-12-30 10:54:01 +01:00
7f3b9c7b5c
Structure page content with sections 2023-12-30 10:38:30 +01:00
0e5b8ea85d
Use :is css pseudo-class 2023-12-30 10:24:24 +01:00
715822e48f
Remove unused spaceless tags 2023-12-30 10:18:17 +01:00
ee4e6b7ceb
Improve history plot with empty segments 2023-12-30 10:10:53 +01:00
55923e7709
Fix form fields on alternating background 2023-12-30 09:42:58 +01:00
14755df86b
Fix pagination on month archive, keep account 2023-12-30 09:40:11 +01:00
a0bc1a6608
Update pagination on montharchive to keep category 2023-12-30 09:35:05 +01:00
68ff2ae8ad
Set table borders to 1px 2023-12-30 09:17:47 +01:00
17fe61c9c0
Improve accessibility for links 2023-12-30 09:14:07 +01:00
aeb22521f3
Add alternating row colors 2023-12-30 09:12:03 +01:00
5013df903f
Add pagination to month archive view (fix #13) 2023-12-30 09:04:52 +01:00
c3ba376793
Fix month offset (missing first month in history) 2023-12-29 09:53:59 +01:00
4bb682fc88
Fix HTML for index page 2023-12-29 09:50:08 +01:00
8652eb0b57
Remove borders in calendar table 2023-12-29 09:23:51 +01:00
6f631607b8
Reduce computations in history generation 2023-12-28 16:31:13 +01:00
9dbbd3d48e
Add monthly year chart 2023-12-28 15:46:52 +01:00
118 changed files with 4000 additions and 8876 deletions

View file

@ -0,0 +1,29 @@
name: Build and push Docker image
on:
push:
tags:
- 'v*'
jobs:
build:
runs-on: ubuntu-latest
steps:
-
name: Login to Docker Hub
uses: docker/login-action@v3
with:
registry: code.edgarpierre.fr
username: ${{ vars.DOCKER_PUSH_USERNAME }}
password: ${{ secrets.DOCKER_PUSH_PASSWORD }}
-
name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
-
name: Build and push
uses: docker/build-push-action@v6
with:
push: true
tags: |
code.edgarpierre.fr/${{ github.repository }}:${{ github.ref_name }}
code.edgarpierre.fr/${{ github.repository }}:latest

View file

@ -1,4 +1,10 @@
repos:
- repo: https://github.com/pre-commit/pre-commit-hooks
rev: v5.0.0
hooks:
- id: check-added-large-files
- id: no-commit-to-branch
args: ["--branch", "main"]
- repo: https://github.com/PyCQA/isort
rev: 5.12.0
hooks:
@ -17,7 +23,7 @@ repos:
rev: v1.23.3
hooks:
- id: djlint-django
args: ["--reformat"]
args: ["--reformat", "--lint", "--quiet"]
- repo: https://github.com/pre-commit/mirrors-prettier
rev: "v3.0.0-alpha.6"
hooks:

1
.prettierrc.toml Normal file
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@ -0,0 +1 @@
endOfLine = "auto"

1
.python-version Normal file
View file

@ -0,0 +1 @@
3.12

22
.vscode/launch.json vendored Normal file
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@ -0,0 +1,22 @@
{
// Use IntelliSense to learn about possible attributes.
// Hover to view descriptions of existing attributes.
// For more information, visit: https://go.microsoft.com/fwlink/?linkid=830387
"version": "0.2.0",
"configurations": [
{
"name": "Python Debugger: Django",
"type": "debugpy",
"request": "launch",
"program": "${workspaceFolder}\\nummi\\manage.py",
"args": [
"runserver"
],
"env": {
"NUMMI_CONFIG": "${workspaceFolder}\\env\\config.toml"
},
"django": true
}
]
}

17
Dockerfile Normal file
View file

@ -0,0 +1,17 @@
FROM ghcr.io/astral-sh/uv:debian-slim
ADD . /app
WORKDIR /app
RUN useradd -m -r nummi && \
chown -R nummi /app
USER nummi
ENV PYTHONDONTWRITEBYTECODE=1
ENV PYTHONUNBUFFERED=1
ENV NUMMI_CONFIG=/nummi/config.toml
RUN uv sync --locked
CMD ["/app/entrypoint.sh"]

23
compose.yaml Normal file
View file

@ -0,0 +1,23 @@
services:
nummi:
image: code.edgarpierre.fr/edpibu/nummi
container_name: nummi
restart: unless-stopped
ports:
- 33001:8000
volumes:
- /docker/nummi/config:/nummi
- /docker/nummi/static:/app/static
- /docker/nummi/media:/app/media
depends_on:
- postgres
postgres:
image: postgres:17-alpine
container_name: nummi_postgres
restart: unless-stopped
environment:
POSTGRES_USER: nummi
POSTGRES_PASSWORD:
volumes:
- /docker/nummi/postgres:/var/lib/postgresql/data

5
entrypoint.sh Executable file
View file

@ -0,0 +1,5 @@
#!/usr/bin/env sh
cd /app/nummi
uv run manage.py collectstatic --noinput
uv run manage.py migrate --noinput
uv run gunicorn --bind :8000 --workers 2 nummi.wsgi:application

View file

@ -1,4 +1,5 @@
from main.forms import NummiForm
from django.forms.widgets import Select
from main.forms import IconInput, NummiForm
from .models import Account
@ -10,4 +11,12 @@ class AccountForm(NummiForm):
"name",
"icon",
"default",
"archived",
]
widgets = {
"icon": IconInput(),
}
class AccountSelect(Select):
template_name = "account/forms/widgets/account.html"

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-04-22 15:16+0200\n"
"POT-Creation-Date: 2025-01-04 18:51+0100\n"
"PO-Revision-Date: 2023-04-22 15:17+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -17,27 +17,45 @@ msgstr ""
"Content-Transfer-Encoding: 8bit\n"
"X-Generator: Poedit 3.2.2\n"
#: .\account\models.py:11 .\account\models.py:37 .\account\models.py:45
#: .\account\models.py:12 .\account\models.py:45 .\account\models.py:53
#: .\account\templates\account\account_list.html:9
msgid "Account"
msgstr "Compte"
#: .\account\models.py:11
#: .\account\models.py:12
msgid "Name"
msgstr "Nom"
#: .\account\models.py:15
#: .\account\models.py:16
msgid "Icon"
msgstr "Icône"
#: .\account\models.py:17
#: .\account\models.py:18
msgid "Default"
msgstr "Défaut"
#: .\account\models.py:38
#: .\account\models.py:19
msgid "Archived"
msgstr "Archivé"
#: .\account\models.py:46 .\account\templates\account\account_list.html:12
msgid "Accounts"
msgstr "Comptes"
#: .\account\templates\account\account_detail.html:15
msgid "Edit account"
msgstr "Modifier le compte"
#: .\account\templates\account\account_detail.html:18
msgid "Statements"
msgstr "Relevés"
#: .\account\templates\account\account_detail.html:24
msgid "History"
msgstr "Historique"
#: .\account\templates\account\account_form.html:5
#: .\account\templates\account\account_table.html:35
msgid "Create account"
msgstr "Créer un compte"
@ -45,14 +63,13 @@ msgstr "Créer un compte"
msgid "New account"
msgstr "Nouveau compte"
#: .\account\templates\account\account_form.html:13
msgid "Statements"
msgstr "Relevés"
#: .\account\templates\account\account_table.html:16
msgid "All accounts"
msgstr "Tous les comptes"
#: .\account\templates\account\account_form.html:15
msgid "Transactions"
msgstr "Transactions"
#: .\account\templates\account\account_table.html:26
msgid "Show archived"
msgstr "Afficher archivés"
#: .\account\templates\account\account_form.html:18
msgid "History"
msgstr "Historique"
#~ msgid "Transactions"
#~ msgstr "Transactions"

View file

@ -0,0 +1,17 @@
# Generated by Django 4.2 on 2024-12-29 09:24
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
("account", "0002_alter_account_table"),
]
operations = [
migrations.AddField(
model_name="account",
name="archived",
field=models.BooleanField(default=False, verbose_name="Archived"),
),
]

View file

@ -0,0 +1,20 @@
# Generated by Django 4.2.7 on 2025-01-04 17:44
from django.db import migrations
class Migration(migrations.Migration):
dependencies = [
("account", "0003_account_archived"),
]
operations = [
migrations.AlterModelOptions(
name="account",
options={
"ordering": ["-default", "archived", "name"],
"verbose_name": "Account",
"verbose_name_plural": "Accounts",
},
),
]

View file

@ -1,12 +1,13 @@
from uuid import uuid4
from django.apps import apps
from django.db import models
from django.urls import reverse
from django.utils.translation import gettext_lazy as _
from main.models import UserModel
from main.models import NummiModel
class Account(UserModel):
class Account(NummiModel):
id = models.UUIDField(primary_key=True, default=uuid4, editable=False)
name = models.CharField(max_length=64, default=_("Account"), verbose_name=_("Name"))
icon = models.SlugField(
@ -15,6 +16,7 @@ class Account(UserModel):
verbose_name=_("Icon"),
)
default = models.BooleanField(default=False, verbose_name=_("Default"))
archived = models.BooleanField(default=False, verbose_name=_("Archived"))
def save(self, *args, **kwargs):
if self.default:
@ -32,13 +34,19 @@ class Account(UserModel):
def get_delete_url(self):
return reverse("del_account", args=(self.pk,))
@property
def transactions(self):
return apps.get_model("transaction", "Transaction").objects.filter(
statement__account=self
)
class Meta:
ordering = ["-default", "name"]
ordering = ["-default", "archived", "name"]
verbose_name = _("Account")
verbose_name_plural = _("Accounts")
class AccountModel(UserModel):
class AccountModel(NummiModel):
account = models.ForeignKey(
Account,
on_delete=models.CASCADE,

View file

@ -0,0 +1,27 @@
{% extends "main/base.html" %}
{% load main_extras history_extras statement_extras %}
{% load i18n %}
{% block title %}
{{ account }} {{ block.super }}
{% endblock title %}
{% block link %}
{{ block.super }}
{% css "main/css/table.css" %}
{% css "main/css/plot.css" %}
{% endblock link %}
{% block body %}
<h2>{{ account.icon|remix }}{{ account }}</h2>
<p>
<a href="{% url "edit_account" account.pk %}">{{ "edit"|remix }}{% translate "Edit account" %}</a>
</p>
<section>
<h3>{% translate "Statements" %}</h3>
{% url "new_statement" account=account.pk as ns_url %}
{% url "account_statements" account=account.pk as s_url %}
{% statement_table account.statement_set.all statements_url=s_url new_statement_url=ns_url n_max=6 %}
</section>
<section>
<h3>{% translate "History" %}</h3>
{% history_plot account.transactions account=account %}
</section>
{% endblock body %}

View file

@ -2,21 +2,9 @@
{% load main_extras %}
{% load i18n %}
{% block title_new %}
{% translate "Create account" %}
{% translate "Create account" %}
{% endblock %}
{% block h2_new %}
{% translate "New account" %}
{% translate "New account" %}
{% endblock %}
{% block h2 %}{{ form.instance.icon|remix }}{{ form.instance }}{% endblock %}
{% block tables %}
{% if not form.instance|adding %}
<h3>{% translate "Statements" %}</h3>
{% include "statement/statement_table.html" %}
<h3>{% translate "Transactions" %}</h3>
{% include "transaction/transaction_table.html" %}
{% if history.data %}
<h3>{% translate "History" %}</h3>
{% include "history/plot.html" %}
{% endif %}
{% endif %}
{% endblock %}

View file

@ -0,0 +1,16 @@
{% extends "main/list.html" %}
{% load i18n main_extras account_extras %}
{% block link %}
{{ block.super }}
{% css "main/css/table.css" %}
{% css "main/css/plot.css" %}
{% endblock link %}
{% block name %}
{% translate "Account" %}
{% endblock name %}
{% block h2 %}
{% translate "Accounts" %}
{% endblock h2 %}
{% block table %}
<div class="split">{% account_table accounts %}</div>
{% endblock table %}

View file

@ -0,0 +1,39 @@
{% load i18n main_extras %}
<dl class="accounts">
{% for acc in accounts %}
<div class="account {% if not search and acc.archived %}archived{% endif %}">
<dt>
<a href="{{ acc.get_absolute_url }}">{{ acc.icon|remix }}{{ acc }}</a>
</dt>
<dd class="value">
{% if acc.statement_set.first %}{{ acc.statement_set.first.value|value }}{% endif %}
</dd>
</div>
{% endfor %}
{% if index %}
<div class="more account">
<dt>
<a href="{% url "accounts" %}">{{ "gallery-view"|remixnl }}{% translate "All accounts" %}</a>
</dt>
<dd class="value">
{{ accounts|balance|value }}
</dd>
</div>
{% elif not search %}
<div class="more account">
<dt>
<label class="wi" for="show-archived-accounts">
{{ "archive"|remix }}{% translate "Show archived" %}
</label>
</dt>
<dd>
<input type="checkbox" class="show-archived" id="show-archived-accounts" />
</dd>
</div>
<div class="new account">
<dt>
<a href="{% url "new_account" %}">{{ "add-box"|remix }}{% translate "Create account" %}</a>
</dt>
</div>
{% endif %}
</dl>

View file

@ -0,0 +1,5 @@
{% load main_extras %}
<span class="ico-input account-select">
{{ "bank"|remix }}
{% include "django/forms/widgets/select.html" %}
</span>

View file

View file

@ -0,0 +1,10 @@
from django import template
register = template.Library()
@register.inclusion_tag("account/account_table.html")
def account_table(accounts, **kwargs):
return kwargs | {
"accounts": accounts,
}

View file

@ -1,12 +1,13 @@
from django.urls import path
from statement.views import StatementCreateView
from transaction.views import TransactionMonthView
from . import views
urlpatterns = [
path("list", views.AccountListView.as_view(), name="accounts"),
path("new", views.AccountCreateView.as_view(), name="new_account"),
path("<account>", views.AccountUpdateView.as_view(), name="account"),
path("<account>", views.AccountDetailView.as_view(), name="account"),
path("<account>/edit", views.AccountUpdateView.as_view(), name="edit_account"),
path(
"<account>/transactions",
views.AccountTListView.as_view(),
@ -27,9 +28,4 @@ urlpatterns = [
views.AccountDeleteView.as_view(),
name="del_account",
),
path(
"<account>/history/<int:year>/<int:month>",
TransactionMonthView.as_view(),
name="transaction_month",
),
]

View file

@ -1,7 +1,11 @@
from django.shortcuts import get_object_or_404
from django.urls import reverse_lazy
from history.utils import history
from main.views import NummiCreateView, NummiDeleteView, NummiUpdateView
from main.views import (
NummiCreateView,
NummiDeleteView,
NummiDetailView,
NummiListView,
NummiUpdateView,
)
from statement.views import StatementListView
from transaction.views import TransactionListView
@ -19,37 +23,18 @@ class AccountUpdateView(NummiUpdateView):
form_class = AccountForm
pk_url_kwarg = "account"
def get_context_data(self, **kwargs):
_max = 8
data = super().get_context_data(**kwargs)
account = data["form"].instance
_transactions = account.transaction_set.all()
if _transactions.count() > _max:
data["transactions_url"] = reverse_lazy(
"account_transactions", args=(account.pk,)
)
_statements = account.statement_set.all()
if _statements.count() > _max:
data["statements_url"] = reverse_lazy(
"account_statements", args=(account.pk,)
)
return data | {
"transactions": _transactions[:8],
"new_statement_url": reverse_lazy(
"new_statement", kwargs={"account": account.pk}
),
"statements": _statements[:8],
"history": history(account.transaction_set),
}
class AccountDeleteView(NummiDeleteView):
model = Account
pk_url_kwarg = "account"
class AccountDetailView(NummiDetailView):
model = Account
pk_url_kwarg = "account"
context_object_name = "account"
class AccountMixin:
def get_queryset(self):
self.account = get_object_or_404(
@ -62,6 +47,11 @@ class AccountMixin:
return super().get_context_data(**kwargs) | {"account": self.account}
class AccountListView(NummiListView):
model = Account
context_object_name = "accounts"
class AccountTListView(AccountMixin, TransactionListView):
pass

View file

@ -1,4 +1,5 @@
from main.forms import NummiForm
from django.forms.widgets import Select
from main.forms import IconInput, NummiForm
from .models import Category
@ -11,3 +12,10 @@ class CategoryForm(NummiForm):
"icon",
"budget",
]
widgets = {
"icon": IconInput,
}
class CategorySelect(Select):
template_name = "category/forms/widgets/category.html"

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-11-25 12:05+0100\n"
"POT-Creation-Date: 2025-01-04 18:51+0100\n"
"PO-Revision-Date: 2023-04-22 15:18+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -18,7 +18,7 @@ msgstr ""
"X-Generator: Poedit 3.2.2\n"
#: .\category\models.py:12 .\category\models.py:32
#: .\category\templates\category\category_plot.html:14
#: .\category\templates\category\category_plot.html:13
msgid "Category"
msgstr "Catégorie"
@ -38,6 +38,22 @@ msgstr "Budget"
msgid "Categories"
msgstr "Catégories"
#: .\category\templates\category\category_detail.html:14
msgid "Edit category"
msgstr "Modifier la catégorie"
#: .\category\templates\category\category_detail.html:17
msgid "Transactions"
msgstr "Transactions"
#: .\category\templates\category\category_detail.html:20
msgid "View all transactions"
msgstr "Voir toutes les transactions"
#: .\category\templates\category\category_detail.html:25
msgid "History"
msgstr "Historique"
#: .\category\templates\category\category_form.html:5
msgid "Create category"
msgstr "Créer une catégorie"
@ -46,26 +62,22 @@ msgstr "Créer une catégorie"
msgid "New category"
msgstr "Nouvelle catégorie"
#: .\category\templates\category\category_form.html:12
msgid "Transactions"
msgstr "Transactions"
#: .\category\templates\category\category_form.html:15
msgid "History"
msgstr "Historique"
#: .\category\templates\category\category_plot.html:15
#: .\category\templates\category\category_plot.html:14
msgid "Expenses"
msgstr "Dépenses"
#: .\category\templates\category\category_plot.html:16
#: .\category\templates\category\category_plot.html:15
msgid "Income"
msgstr "Revenus"
#: .\category\templates\category\category_plot.html:56
#: .\category\templates\category\category_plot.html:58
msgid "No transaction"
msgstr "Aucune transaction"
#: .\category\templates\category\category_plot.html:64
#: .\category\templates\category\category_plot.html:66
msgid "Total"
msgstr "Total"
#: .\category\templates\category\category_plot.html:89
msgid "Expected total"
msgstr "Total attendu"

View file

@ -3,10 +3,10 @@ from uuid import uuid4
from django.db import models
from django.urls import reverse
from django.utils.translation import gettext_lazy as _
from main.models import UserModel
from main.models import NummiModel
class Category(UserModel):
class Category(NummiModel):
id = models.UUIDField(primary_key=True, default=uuid4, editable=False)
name = models.CharField(
max_length=64, default=_("Category"), verbose_name=_("Name")

View file

@ -0,0 +1,28 @@
{% extends "main/base.html" %}
{% load i18n main_extras history_extras transaction_extras %}
{% block title %}
{{ category }} {{ block.super }}
{% endblock title %}
{% block link %}
{{ block.super }}
{% css "main/css/table.css" %}
{% css "main/css/plot.css" %}
{% endblock link %}
{% block body %}
<h2>{{ category.icon|remix }}{{ category }}</h2>
<p>
<a href="{% url "edit_category" category.pk %}">{{ "edit"|remix }}{% translate "Edit category" %}</a>
</p>
<section>
<h3>{% translate "Transactions" %}</h3>
{% url_get "transactions" category=category.id as t_url %}
<p>
<a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "View all transactions" %}</a>
</p>
{% transaction_table category.transaction_set.all n_max=8 transactions_url=t_url %}
</section>
<section>
<h3>{% translate "History" %}</h3>
{% history_plot category.transaction_set category=category %}
</section>
{% endblock body %}

View file

@ -2,17 +2,9 @@
{% load main_extras %}
{% load i18n %}
{% block title_new %}
{% translate "Create category" %}
{% translate "Create category" %}
{% endblock %}
{% block h2_new %}
{% translate "New category" %}
{% translate "New category" %}
{% endblock %}
{% block h2 %}{{ form.instance.icon|remix }}{{ form.instance }}{% endblock %}
{% block tables %}
<h3>{% translate "Transactions" %}</h3>
{% include "transaction/transaction_table.html" %}
{% if history.data %}
<h3>{% translate "History" %}</h3>
{% include "history/plot.html" %}
{% endif %}
{% endblock %}

View file

@ -1,87 +1,114 @@
{% load main_extras %}
{% load main_extras statement_extras history_extras %}
{% load i18n %}
<div class="plot">
<table class="full-width">
<colgroup>
<col class="desc">
<col class="icon">
<col class="value">
<col span="2" class="bar">
<col class="value">
</colgroup>
<thead>
<tr>
<th scope="col" colspan="2">{% translate "Category" %}</th>
<th scope="col" colspan="2">{% translate "Expenses" %}</th>
<th scope="col" colspan="2">{% translate "Income" %}</th>
</tr>
</thead>
<tbody>
{% spaceless %}
{% for cat in categories %}
<tr>
<th scope="row" class="l">
{% if cat.category %}
{% if month %}
<a href="{% url "transaction_month" cat.category month.year month.month %}">{{ cat.category__name }}</a>
{% else %}
{{ cat.category__name }}
{% endif %}
{% endif %}
</th>
<td class="c">
{% if cat.category %}{{ cat.category__icon|remix }}{% endif %}
</td>
<td class="value">{{ cat.sum_m|pmrvalue }}</td>
<td class="bar m">
<div style="width: {% widthratio cat.sum_m max -100 %}%"></div>
{% if cat.sum < 0 %}
<div class="tot" style="width:{% widthratio cat.sum max -100 %}%">
<span>{{ cat.sum|pmrvalue }}</span>
</div>
{% endif %}
</td>
<td class="bar p">
<div style="width: {% widthratio cat.sum_p max 100 %}%"></div>
{% if cat.sum > 0 %}
<div class="tot" style="width:{% widthratio cat.sum max 100 %}%">
<span>{{ cat.sum|pmrvalue }}</span>
</div>
{% endif %}
</td>
<td class="value">{{ cat.sum_p|pmrvalue }}</td>
</tr>
{% empty %}
<tr>
<td class="empty" colspan="6">{% translate "No transaction" %}</td>
</tr>
{% endfor %}
{% endspaceless %}
</tbody>
{% if categories %}
<tfoot>
<tr>
<th scope="row" colspan="2" class="l">{% translate "Total" %}</th>
<td class="value">{{ total_m|pmrvalue }}</td>
<td class="bar m">
<div style="width: {% widthratio total_m max -100 %}%"></div>
{% if total < 0 %}
<div class="tot" style="width:{% widthratio total max -100 %}%">
<span>{{ total|pmrvalue }}</span>
</div>
{% endif %}
</td>
<td class="bar p">
<div style="width: {% widthratio total_p max 100 %}%"></div>
{% if total > 0 %}
<div class="tot" style="width:{% widthratio total max 100 %}%">
<span>{{ total|pmrvalue }}</span>
</div>
{% endif %}
</td>
<td class="value">{{ total_p|pmrvalue }}</td>
</tr>
</tfoot>
{% endif %}
</table>
<table class="full-width">
<colgroup>
<col class="desc">
<col class="value">
<col span="2" class="bar">
<col class="value">
</colgroup>
<thead>
<tr>
<th scope="col">{% translate "Category" %}</th>
<th scope="col" colspan="2">{% translate "Expenses" %}</th>
<th scope="col" colspan="2">{% translate "Income" %}</th>
</tr>
</thead>
<tbody>
{% spaceless %}
{% for cat in categories %}
<tr>
<th scope="row" class="l wi">
{% if cat.category %}
{% if year %}
<a href="{% history_url year=year category=cat.category account=account.id %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
{% elif month %}
<a href="{% url_get "transactions" start_date=month end_date=month|end_of_month account=account.id category=cat.category %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
{% elif statement %}
<a href="{% url_get "transactions" account=statement.account.id statement=statement.id category=cat.category %}">{{ cat.category_.icon|remix }}{{ cat.category__name }}</a>
{% elif account %}
<a href="{% url_get "transactions" account=account.id category=cat.category %}">{{ cat.category__icon|remix }}{{ cat.category__name }}</a>
{% else %}
{{ cat.category__icon|remix }}{{ cat.category__name }}
{% endif %}
{% endif %}
</th>
<td class="value">{{ cat.sum_m|pmvalue }}</td>
<td class="bar m">
{% if cat.sum_m %}
<div style="width: {% widthratio cat.sum_m max -100 %}%"></div>
{% endif %}
{% if cat.sum < 0 %}
<div class="tot" style="width:{% widthratio cat.sum max -100 %}%">
<span>{{ cat.sum|pmvalue }}</span>
</div>
{% endif %}
</td>
<td class="bar p">
{% if cat.sum_p %}
<div style="width: {% widthratio cat.sum_p max 100 %}%"></div>
{% endif %}
{% if cat.sum > 0 %}
<div class="tot" style="width:{% widthratio cat.sum max 100 %}%">
<span>{{ cat.sum|pmvalue }}</span>
</div>
{% endif %}
</td>
<td class="value">{{ cat.sum_p|pmvalue }}</td>
</tr>
{% empty %}
<tr>
<td class="empty" colspan="5">{% translate "No transaction" %}</td>
</tr>
{% endfor %}
{% endspaceless %}
</tbody>
<tfoot>
{% if categories %}
<tr>
<th scope="row" class="l">{% translate "Total" %}</th>
<td class="value">{{ total_m|pmvalue }}</td>
<td class="bar m">
<div style="width: {% widthratio total_m max -100 %}%"></div>
{% if total < 0 %}
<div class="tot" style="width:{% widthratio total max -100 %}%">
<span>{{ total|pmvalue }}</span>
</div>
{% endif %}
</td>
<td class="bar p">
<div style="width: {% widthratio total_p max 100 %}%"></div>
{% if total > 0 %}
<div class="tot" style="width:{% widthratio total max 100 %}%">
<span>{{ total|pmvalue }}</span>
</div>
{% endif %}
</td>
<td class="value">{{ total_p|pmvalue }}</td>
</tr>
{% endif %}
{% if statement and statement.diff != statement.sum %}
<tr>
<th scope="row" class="l">{% translate "Expected total" %}</th>
<td class="c">{{ total|check:statement.diff }}</td>
<td class="bar m">
{% if statement.diff < 0 %}
<div class="tot" style="width:{% widthratio statement.diff max -100 %}%">
<span>{{ statement.diff|pmvalue }}</span>
</div>
{% endif %}
</td>
<td class="bar p">
{% if statement.diff >= 0 %}
<div class="tot" style="width:{% widthratio statement.diff max 100 %}%">
<span>{{ statement.diff|pmvalue }}</span>
</div>
{% endif %}
</td>
<td></td>
</tr>
{% endif %}
</tfoot>
</table>
</div>

View file

@ -0,0 +1,5 @@
{% load main_extras %}
<span class="ico-input category-select">
{{ "folder"|remix }}
{% include "django/forms/widgets/select.html" %}
</span>

View file

@ -5,11 +5,14 @@ from django.db.models.functions import Greatest
register = template.Library()
@register.inclusion_tag("category/category_plot.html")
def category_plot(transactions, **kwargs):
@register.inclusion_tag("category/category_plot.html", takes_context=True)
def category_plot(context, transactions, **kwargs):
kwargs.setdefault("account", context.get("account"))
if not kwargs.get("account"):
transactions = transactions.exclude(category__budget=False)
categories = (
transactions.exclude(category__budget=False)
.values("category", "category__name", "category__icon")
transactions.values("category", "category__name", "category__icon")
.annotate(
sum=models.Sum("value"),
sum_m=models.Sum("value", filter=models.Q(value__lt=0)),

View file

@ -1,20 +1,15 @@
from django.urls import path
from transaction.views import TransactionMonthView
from . import views
urlpatterns = [
path("new", views.CategoryCreateView.as_view(), name="new_category"),
path("<category>", views.CategoryUpdateView.as_view(), name="category"),
path("<category>", views.CategoryDetailView.as_view(), name="category"),
path("<category>/edit", views.CategoryUpdateView.as_view(), name="edit_category"),
path(
"<category>/transactions",
views.CategoryTListView.as_view(),
name="category_transactions",
),
path("<category>/delete", views.CategoryDeleteView.as_view(), name="del_category"),
path(
"<category>/history/<int:year>/<int:month>",
TransactionMonthView.as_view(),
name="transaction_month",
),
]

View file

@ -1,7 +1,10 @@
from django.shortcuts import get_object_or_404
from django.urls import reverse_lazy
from history.utils import history
from main.views import NummiCreateView, NummiDeleteView, NummiUpdateView
from main.views import (
NummiCreateView,
NummiDeleteView,
NummiDetailView,
NummiUpdateView,
)
from transaction.views import TransactionListView
from .forms import CategoryForm
@ -18,20 +21,11 @@ class CategoryUpdateView(NummiUpdateView):
form_class = CategoryForm
pk_url_kwarg = "category"
def get_context_data(self, **kwargs):
_max = 8
data = super().get_context_data(**kwargs)
category = data["form"].instance
data["transactions"] = category.transaction_set.all()[:_max]
if len(data["transactions"]) == _max:
data["transactions_url"] = reverse_lazy(
"category_transactions", args=(category.pk,)
)
return data | {
"history": history(category.transaction_set),
}
class CategoryDetailView(NummiDetailView):
model = Category
pk_url_kwarg = "category"
context_object_name = "category"
class CategoryDeleteView(NummiDeleteView):

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-04-22 15:16+0200\n"
"POT-Creation-Date: 2025-01-04 18:51+0100\n"
"PO-Revision-Date: 2023-04-22 15:18+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -17,14 +17,22 @@ msgstr ""
"Content-Transfer-Encoding: 8bit\n"
"X-Generator: Poedit 3.2.2\n"
#: .\history\templates\history\plot.html:15
#: .\history\templates\history\plot.html:10
msgid "Year"
msgstr "Année"
#: .\history\templates\history\plot.html:13
msgid "Total"
msgstr "Total"
#: .\history\templates\history\plot.html:56
msgid "Month"
msgstr "Mois"
#: .\history\templates\history\plot.html:16
#: .\history\templates\history\plot.html:57
msgid "Expenses"
msgstr "Dépenses"
#: .\history\templates\history\plot.html:17
#: .\history\templates\history\plot.html:58
msgid "Income"
msgstr "Revenus"

View file

@ -0,0 +1,25 @@
{% load history_extras %}
{% if month %}
<p class="pagination">
<a href="{% history_url year=month %}">{{ month.year }}</a>
</p>
{% endif %}
<p class="pagination n3">
{% if month %}
{% if previous_month %}
<a href="{% history_url month=previous_month %}">{{ previous_month|date:"F Y"|capfirst }}</a>
{% endif %}
<a class="cur" href="{% history_url month=month %}">{{ month|date:"F Y"|capfirst }}</a>
{% if next_month %}
<a href="{% history_url month=next_month %}">{{ next_month|date:"F Y"|capfirst }}</a>
{% endif %}
{% elif year %}
{% if previous_year %}
<a href="{% history_url year=previous_year %}">{{ previous_year|date:"Y" }}</a>
{% endif %}
<a class="cur" href="{% history_url year=year %}">{{ year|date:"Y" }}</a>
{% if next_year %}
<a href="{% history_url year=next_year %}">{{ next_year|date:"Y" }}</a>
{% endif %}
{% endif %}
</p>

View file

@ -1,63 +1,92 @@
{% load main_extras %}
{% load history_extras %}
{% load transaction_extras %}
{% load i18n %}
<div class="plot">
<table class="full-width">
<colgroup>
<col class="icon">
<col class="desc">
<col class="value">
<col span="2" class="bar">
<col class="value">
</colgroup>
<thead>
<tr>
<th scope="col">{{ "expand-up-down"|remix }}</th>
<th scope="col">{% translate "Month" %}</th>
<th scope="col" colspan="2">{% translate "Expenses" %}</th>
<th scope="col" colspan="2">{% translate "Income" %}</th>
</tr>
</thead>
<tbody>
{% spaceless %}
{% for date in history.data %}
<tr>
<td class="icon">
<span class="ri-{% if date.sum > 0 %}arrow-up-s-line green{% elif date.sum < 0 %}arrow-down-s-line red{% endif %}"></span>
</td>
<th class="date" scope="row">
{% if date.has_transactions %}
{% if account %}
<a href="{% url "transaction_month" account=account.pk year=date.month.year month=date.month.month %}">{{ date.month|date:"Y-m" }}</a>
{% elif category %}
<a href="{% url "transaction_month" category=category.pk year=date.month.year month=date.month.month %}">{{ date.month|date:"Y-m" }}</a>
{% else %}
<a href="{% url "transaction_month" year=date.month.year month=date.month.month %}">{{ date.month|date:"Y-m" }}</a>
{% endif %}
{% else %}
{{ date.month|date:"Y-m" }}
{% endif %}
</th>
<td class="value">{{ date.sum_m|pmrvalue }}</td>
<td class="bar m">
<div style="width: {% widthratio date.sum_m history.max -100 %}%"></div>
{% if date.sum < 0 %}
<div class="tot" style="width:{% widthratio date.sum history.max -100 %}%">
<span>{{ date.sum|pmrvalue }}</span>
</div>
{% endif %}
</td>
<td class="bar p">
<div style="width: {% widthratio date.sum_p history.max 100 %}%"></div>
{% if date.sum > 0 %}
<div class="tot" style="width:{% widthratio date.sum history.max 100 %}%">
<span>{{ date.sum|pmrvalue }}</span>
</div>
{% endif %}
</td>
<td class="value">{{ date.sum_p|pmrvalue }}</td>
</tr>
{% endfor %}
{% endspaceless %}
</tbody>
</table>
<div class="calendar">
<table>
<thead>
<tr>
{% if not year %}
<th scope="col">{% translate "Year" %}</th>
{% endif %}
{% calendar_head %}
<th scope="col">{% translate "Total" %}</th>
</tr>
</thead>
<tbody>
{% regroup history.data by month.year as years_list %}
{% for y, y_data in years_list reversed %}
<tr>
{% if not year %}
<th class="date" scope="row">
<a href="{% history_url year=y account=account.id category=category.id %}">{{ y }}</a>
</th>
{% endif %}
{% for m in y_data %}
{% if forloop.parentloop.last and forloop.first %}
{% empty_calendar_cells_start m.month.month %}
{% endif %}
{% if m %}
<td class="month {% if m.sum > 0 %}p{% else %}m{% endif %}"
style="--opacity: {% calendar_opacity m.sum history.max.sum %}"
title="{{ m.sum|pmrvalue }}">{% up_down_icon m.sum %}</td>
{% else %}
<td class="month"></td>
{% endif %}
{% if forloop.parentloop.first and forloop.last %}
{% empty_calendar_cells_end m.month.month %}
{% endif %}
{% endfor %}
<td class="total">{{ y_data|sum_year|pmrvalue }}</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
<div class="history plot">
<table class="full-width">
<colgroup>
<col class="icon">
<col class="desc">
<col class="value">
<col span="2" class="bar">
<col class="value">
</colgroup>
<thead>
<tr>
<th scope="col">{{ "expand-up-down"|remix }}</th>
<th scope="col">{% translate "Month" %}</th>
<th scope="col" colspan="2">{% translate "Expenses" %}</th>
<th scope="col" colspan="2">{% translate "Income" %}</th>
</tr>
</thead>
<tbody>
{% for date in history.data reversed %}
{% ifchanged %}
{% if date.sum_m or date.sum_p %}
<tr {% if not date.month.month|divisibleby:"2" %}class="even"{% endif %}>
<td class="icon">{% up_down_icon date.sum %}</td>
<th class="date" scope="row">
<a href="{% history_url year=date.month.year month=date.month.month account=account.id category=category.id %}">
{% if year %}
{{ date.month|date:"F"|capfirst }}
{% else %}
{{ date.month|date:"Y-m" }}
{% endif %}
</a>
</th>
<td class="value">{{ date.sum_m|pmrvalue }}</td>
<td class="bar m">{% plot_bar date.sum date.sum_m history.max.pm %}</td>
<td class="bar p">{% plot_bar date.sum date.sum_p history.max.pm %}</td>
<td class="value">{{ date.sum_p|pmrvalue }}</td>
</tr>
{% else %}
<tr class="empty">
<td colspan="6" class="empty"></td>
</tr>
{% endif %}
{% endifchanged %}
{% endfor %}
</tbody>
</table>
</div>

View file

@ -0,0 +1,51 @@
{% extends "main/base.html" %}
{% load i18n static main_extras transaction_extras category history_extras %}
{% block link %}
{{ block.super }}
{% css "main/css/plot.css" %}
{% css "main/css/table.css" %}
{% endblock link %}
{% block body %}
<h2>
{% block h2 %}
{% endblock h2 %}
</h2>
{% history_pagination %}
{% if account or category %}
<p class="back">
<a class="big-link"
href="{% history_url year=year month=month clear=True %}">{{ "arrow-go-back"|remix }}{% translate "Back" %}</a>
{% if account %}
<a class="big-link" href="{% url "account" account.id %}">{{ account.icon|remix }}{{ account }}</a>
{% endif %}
{% if category %}
<a class="big-link" href="{% url "category" category.id %}">{{ category.icon|remix }}{{ category }}</a>
{% endif %}
</p>
{% endif %}
{% if history %}
<section>
<h3>{% translate "History" %}</h3>
{% include "history/plot.html" %}
</section>
{% endif %}
{% if not category %}
<section>
<h3>{% translate "Categories" %}</h3>
{% category_plot transactions month=month year=year %}
</section>
{% endif %}
<section>
<h3>{% translate "Transactions" %}</h3>
{% if month %}
{% url_get "transactions" start_date=month end_date=month|end_of_month category=category.id account=account.id as t_url %}
{% elif year %}
{% url_get "transactions" start_date=year end_date=year|end_of_year category=category.id account=account.id as t_url %}
{% endif %}
<p>
<a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "View all transactions" %}</a>
</p>
{% transaction_table transactions n_max=8 transactions_url=t_url %}
</section>
{% history_pagination %}
{% endblock body %}

View file

@ -0,0 +1,8 @@
{% extends "history/transaction_archive.html" %}
{% load i18n static main_extras transaction_extras category %}
{% block title %}
{{ month|date:"F Y"|capfirst }} {{ block.super }}
{% endblock title %}
{% block h2 %}
{{ month|date:"F Y"|capfirst }}
{% endblock h2 %}

View file

@ -0,0 +1,8 @@
{% extends "history/transaction_archive.html" %}
{% load i18n static main_extras transaction_extras category %}
{% block title %}
{{ year|date:"Y" }} {{ block.super }}
{% endblock title %}
{% block h2 %}
{{ year|date:"Y" }}
{% endblock h2 %}

View file

@ -0,0 +1,119 @@
import datetime
import math
from urllib import parse
from django import template
from django.urls import reverse
from django.utils.safestring import mark_safe
from history.utils import history
from main.templatetags.main_extras import pmrvalue, remix
register = template.Library()
@register.inclusion_tag("history/plot.html", takes_context=True)
def history_plot(context, transactions, **kwargs):
kwargs.setdefault("account", context.get("account"))
kwargs.setdefault("category", context.get("category"))
if kwargs.get("category") or kwargs.get("account"):
kwargs["history"] = history(transactions.all())
else:
kwargs["history"] = history(transactions.exclude(category__budget=False))
return kwargs
@register.simple_tag
def calendar_opacity(v, vmax):
if v is None:
return "0%"
return f"{math.sin(min(1, math.fabs(v/vmax))*math.pi/2): .0%}"
@register.simple_tag
def empty_calendar_cells(n):
return mark_safe(n * "<td></td>")
@register.simple_tag
def empty_calendar_cells_start(n):
return empty_calendar_cells(n - 1)
@register.simple_tag
def empty_calendar_cells_end(n):
return empty_calendar_cells(12 - n)
@register.simple_tag
def up_down_icon(val):
if val is None:
return ""
if val > 0:
return remix("arrow-up-s", "green")
elif val < 0:
return remix("arrow-down-s", "red")
return remix("equal", "white")
@register.simple_tag
def plot_bar(s, sum_pm, s_max):
_res = ""
if s_max:
if sum_pm:
_w = abs(sum_pm / s_max)
_res += f"""<div style="width: {_w: .1%}"></div>"""
if sum_pm is not None and s * sum_pm > 0:
_w = abs(s / s_max)
_res += (
f"""<div class="tot" style="width: {_w: .1%}">"""
f"""<span>{pmrvalue(s)}</span></div>"""
)
else:
_res += "<div></div>"
return mark_safe(_res)
@register.simple_tag
def calendar_head():
months = range(1, 13)
th = (f"""<th>{month: 02d}</th>""" for month in months)
return mark_safe("".join(th))
@register.filter
def sum_year(y_data):
return sum(y["sum"] or 0 for y in y_data)
@register.inclusion_tag("history/pagination.html", takes_context=True)
def history_pagination(context):
return context
@register.simple_tag(takes_context=True)
def history_url(context, month=None, year=None, clear=False, **kwargs):
if not clear:
kwargs.setdefault("account", getattr(context.get("account"), "id", None))
kwargs.setdefault("category", getattr(context.get("category"), "id", None))
if month:
if isinstance(month, datetime.date):
year = month.year
month = month.month
url = reverse("history:month", kwargs={"year": year, "month": month})
elif year:
if isinstance(year, datetime.date):
year = year.year
url = reverse("history:year", kwargs={"year": year})
kwargs = {k: v for k, v in kwargs.items() if v}
if kwargs:
return f"{url}?{parse.urlencode(kwargs)}"
return url

13
nummi/history/urls.py Normal file
View file

@ -0,0 +1,13 @@
from django.urls import path
from . import views
app_name = "history"
urlpatterns = [
path(
"month/<int:year>/<int:month>",
views.TransactionMonthView.as_view(),
name="month",
),
path("year/<int:year>", views.TransactionYearView.as_view(), name="year"),
]

View file

@ -1,48 +1,54 @@
from django.db import models
from django.db.models import Func, Max, Min, Q, Sum, Value
from django.db.models.functions import Now, TruncMonth
import datetime
class GenerateMonth(Func):
function = "generate_series"
template = "%(function)s(%(expressions)s, '1 month')::date"
from django.db.models import Q, Sum
from django.db.models.functions import Abs, Greatest, TruncMonth
def history(transaction_set):
if not transaction_set.exists():
return None
_transaction_month = transaction_set.values(month=TruncMonth("date")).order_by(
"-date"
)
_months = (
transaction_set.values(
month=GenerateMonth(
_transaction_month.last()["month"],
Now(output_field=models.DateField()),
)
)
.annotate(
sum_m=Value(0), sum_p=Value(0), sum=Value(0), has_transactions=Value(0)
)
.difference(
_transaction_month.annotate(
sum_m=Value(0), sum_p=Value(0), sum=Value(0), has_transactions=Value(0)
)
_first_month = _transaction_month.last()["month"]
_last_month = _transaction_month.first()["month"]
_history = (
_transaction_month.annotate(
sum_p=Sum("value", filter=Q(value__gt=0), default=0),
sum_m=Sum("value", filter=Q(value__lt=0), default=0),
sum=Sum("value"),
)
.annotate(max_sum=Greatest("sum_p", Abs("sum_m")))
.order_by("-month")
)
_history = _transaction_month.annotate(
sum_p=Sum("value", filter=Q(value__gt=0)),
sum_m=Sum("value", filter=Q(value__lt=0)),
sum=Sum("value"),
has_transactions=Value(1),
).order_by("-month")
_data = [
_history.filter(month=datetime.date(y, m + 1, 1)).first()
or {"month": datetime.date(y, m + 1, 1), "sum": None}
for y in range(
_first_month.year,
_last_month.year + 1,
)
for m in range(
_first_month.month - 1 if _first_month.year == y else 0,
_last_month.month if _last_month.year == y else 12,
)
]
return {
"data": _history.union(_months).order_by("-month"),
"max": max(
_history.aggregate(
max=Max("sum_p", default=0),
min=-Min("sum_m", default=0),
).values(),
),
"data": _data,
"max": {
"pm": 125
* _history.order_by("-max_sum")[len(_history.exclude(max_sum=0)) // 10][
"max_sum"
]
/ 100,
"sum": 125
* _history.annotate(abs_sum=Abs("sum")).order_by("-abs_sum")[
len(_history) // 10
]["abs_sum"]
/ 100,
},
}

54
nummi/history/views.py Normal file
View file

@ -0,0 +1,54 @@
from django.shortcuts import get_object_or_404
from django.views.generic.dates import MonthArchiveView, YearArchiveView
from history.utils import history
from main.views import UserMixin
from transaction.models import Transaction
class ACFilterMixin:
def get_queryset(self):
queryset = super().get_queryset()
if account := self.request.GET.get("account"):
queryset = queryset.filter(statement__account=account)
if category := self.request.GET.get("category"):
queryset = queryset.filter(category=category)
return queryset
def get_context_data(self, **kwargs):
context_data = super().get_context_data(**kwargs)
if account := self.request.GET.get("account"):
context_data["account"] = get_object_or_404(
self.request.user.account_set, pk=account
)
if category := self.request.GET.get("category"):
context_data["category"] = get_object_or_404(
self.request.user.category_set, pk=category
)
return context_data
class TransactionMonthView(UserMixin, ACFilterMixin, MonthArchiveView):
model = Transaction
date_field = "date"
context_object_name = "transactions"
month_format = "%m"
template_name = "history/transaction_month.html"
class TransactionYearView(UserMixin, ACFilterMixin, YearArchiveView):
model = Transaction
date_field = "date"
context_object_name = "transactions"
make_object_list = True
template_name = "history/transaction_year.html"
def get_context_data(self, **kwargs):
context_data = super().get_context_data(**kwargs)
h_data = context_data.get("transactions")
if not (context_data.get("account") or context_data.get("category")):
h_data = h_data.exclude(category__budget=False)
context_data["history"] = history(h_data)
return context_data

View file

@ -1,4 +1,7 @@
from django import forms
from django.forms.widgets import TextInput
from .utils import get_icons
class NummiFileInput(forms.ClearableFileInput):
@ -7,6 +10,42 @@ class NummiFileInput(forms.ClearableFileInput):
class NummiForm(forms.ModelForm):
template_name = "main/form/form_base.html"
meta_fieldsets = []
def __init__(self, *args, user, **kwargs):
def __init__(self, *args, **kwargs):
kwargs.pop("user", None)
super().__init__(*args, **kwargs)
@property
def fieldsets(self):
if self.meta_fieldsets:
for group in self.meta_fieldsets:
yield ((self[f] for f in fieldset) for fieldset in group)
else:
yield ([f] for f in self)
class DatalistInput(TextInput):
template_name = "main/forms/widgets/datalist.html"
def __init__(self, *args, options=[]):
self.options = options
super().__init__(*args)
def get_context(self, *args):
context = super().get_context(*args)
name = context["widget"]["name"]
context["widget"]["attrs"]["list"] = f"{name}-list"
context["widget"]["attrs"]["autocomplete"] = "off"
context["widget"]["options"] = self.options
return context
class IconInput(DatalistInput):
template_name = "main/forms/widgets/icon.html"
icon_list = get_icons()
def get_context(self, *args):
context = super().get_context(*args)
context["widget"]["options"] = self.icon_list
return context

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-11-25 12:05+0100\n"
"POT-Creation-Date: 2025-01-04 18:51+0100\n"
"PO-Revision-Date: 2023-04-23 08:03+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -21,110 +21,114 @@ msgstr ""
msgid "User"
msgstr "Utilisateur"
#: .\main\templates\main\base.html:27
#: .\main\templates\main\base.html:28
msgid "Skip to main content"
msgstr "Aller au contenu principal"
#: .\main\templates\main\base.html:33
#: .\main\templates\main\base.html:35
msgid "Home"
msgstr "Accueil"
#: .\main\templates\main\base.html:38 .\main\templates\main\index.html:40
#: .\main\templates\main\base.html:42 .\main\templates\main\index.html:17
msgid "Statements"
msgstr "Relevés"
#: .\main\templates\main\base.html:44 .\main\templates\main\index.html:24
#: .\main\templates\main\base.html:49
msgid "Transactions"
msgstr "Transactions"
#: .\main\templates\main\base.html:50
msgid "Create account"
msgstr "Créer un compte"
#: .\main\templates\main\base.html:55
msgid "Create statement"
msgstr "Créer un relevé"
#: .\main\templates\main\base.html:60
msgid "Create category"
msgstr "Créer une catégorie"
#: .\main\templates\main\base.html:65
msgid "Create transaction"
msgstr "Créer une transaction"
#: .\main\templates\main\base.html:70 .\main\templates\main\list.html:10
#: .\main\templates\main\list.html:36
#: .\main\templates\main\base.html:57 .\main\templates\main\list.html:10
#: .\main\templates\main\list.html:37
msgid "Search"
msgstr "Rechercher"
#: .\main\templates\main\base.html:73
msgid "Log out"
msgstr "Se déconnecter"
#: .\main\templates\main\base.html:78 .\main\templates\main\form\login.html:6
#: .\main\templates\main\login.html:14
msgid "Log in"
msgstr "Se connecter"
#: .\main\templates\main\base.html:84
#: .\main\templates\main\base.html:62
#, python-format
msgid "Logged in as <strong>%(user)s</strong>"
msgstr "Connecté en tant que <strong>%(user)s</strong>"
#: .\main\templates\main\confirm_delete.html:19
#: .\main\templates\main\base.html:66
msgid "Log out"
msgstr "Se déconnecter"
#: .\main\templates\main\base.html:74 .\main\templates\main\form\login.html:5
#: .\main\templates\main\login.html:11
msgid "Log in"
msgstr "Se connecter"
#: .\main\templates\main\confirm_delete.html:15
#, python-format
msgid "Are you sure you want do delete <strong>%(object)s</strong> ?"
msgstr "Êtes-vous sûr de vouloir supprimer <strong>%(object)s</strong> ?"
#: .\main\templates\main\confirm_delete.html:23
#: .\main\templates\main\confirm_delete.html:20
msgid "Cancel"
msgstr "Annuler"
#: .\main\templates\main\confirm_delete.html:24
#: .\main\templates\main\confirm_delete.html:21
msgid "Confirm"
msgstr "Confirmer"
#: .\main\templates\main\form\fileinput.html:8
#: .\main\templates\main\form\fileinput.html:6
msgid "File"
msgstr "Fichier"
#: .\main\templates\main\form\form_base.html:30
msgid "Delete"
msgstr "Supprimer"
#: .\main\templates\main\form\form_base.html:32
msgid "Reset"
msgstr "Réinitialiser"
#: .\main\templates\main\form\form_base.html:34
#: .\main\templates\main\form\form_base.html:46
msgid "Create"
msgstr "Créer"
#: .\main\templates\main\form\form_base.html:36
#: .\main\templates\main\form\form_base.html:48
msgid "Save"
msgstr "Enregistrer"
#: .\main\templates\main\index.html:15
#: .\main\templates\main\form\form_base.html:50
msgid "Reset"
msgstr "Réinitialiser"
#: .\main\templates\main\form\form_base.html:52
msgid "Delete"
msgstr "Supprimer"
#: .\main\templates\main\index.html:13
msgid "Accounts"
msgstr "Comptes"
#: .\main\templates\main\index.html:20
msgid "No account"
msgstr "Aucun compte"
#: .\main\templates\main\index.html:28
#: .\main\templates\main\index.html:23
msgid "Categories"
msgstr "Catégories"
#: .\main\templates\main\index.html:34
msgid "No category"
msgstr "Aucune catégorie"
#: .\main\templates\main\index.html:29
msgid "Create category"
msgstr "Créer une catégorie"
#: .\main\templates\main\index.html:44
#: .\main\templates\main\index.html:34
msgid "History"
msgstr "Historique"
#: .\main\views.py:68
#: .\main\views.py:54
msgid "was created successfully"
msgstr "a été créé avec succès"
#~ msgid "Account"
#~ msgstr "Compte"
#~ msgid "Balance"
#~ msgstr "Solde"
#~ msgid "Edit"
#~ msgstr "Modifier"
#~ msgid "No account"
#~ msgstr "Aucun compte"
#~ msgid "Create account"
#~ msgstr "Créer un compte"
#~ msgid "Create statement"
#~ msgstr "Créer un relevé"
#~ msgid "Create transaction"
#~ msgstr "Créer une transaction"
#~ msgid "No category"
#~ msgstr "Aucune catégorie"

View file

@ -1,15 +1,46 @@
from django.conf import settings
from django.contrib.postgres.search import (
SearchQuery,
SearchRank,
SearchVector,
TrigramSimilarity,
)
from django.db import models
from django.utils.translation import gettext_lazy as _
class UserModel(models.Model):
class NummiQuerySet(models.QuerySet):
main_field = "name"
fields = dict()
def search(self, search):
return (
self.annotate(
rank=SearchRank(
sum(
(
SearchVector(field, weight=weight)
for field, weight in self.fields.items()
),
start=SearchVector(self.main_field, weight="A"),
),
SearchQuery(search, search_type="websearch"),
),
similarity=TrigramSimilarity(self.main_field, search),
)
.filter(models.Q(rank__gte=0.1) | models.Q(similarity__gte=0.3))
.order_by("-rank")
)
class NummiModel(models.Model):
user = models.ForeignKey(
settings.AUTH_USER_MODEL,
on_delete=models.CASCADE,
verbose_name=_("User"),
editable=False,
)
objects = NummiQuerySet.as_manager()
class Meta:
abstract = True

View file

@ -1,62 +1,217 @@
form ul.errorlist {
color: var(--red);
font-weight: 550;
list-style-type: "! ";
margin: 0;
.drop-zone {
position: absolute;
top: 0;
left: 0;
right: 0;
bottom: 0;
grid-template-columns: 1fr;
grid-template-rows: 1fr;
align-items: center;
text-align: center;
color: transparent;
display: grid;
transition-property: backdrop-filter;
transition-duration: 750ms;
z-index: -1;
> span {
font-weight: 650;
font-size: 2rem;
transition-property: color;
transition-duration: inherit;
}
main.highlight > & {
z-index: 100;
backdrop-filter: blur(0.1rem);
> span {
color: var(--green);
}
}
}
form > table > tbody > tr > th {
background: var(--bg-01);
background-clip: padding-box;
}
form tbody input,
form tbody select,
form tbody textarea {
font: inherit;
border: none;
background: var(--bg);
width: 100%;
height: 100%;
line-height: 1.5;
}
form input[type="checkbox"] {
width: initial;
}
table.file-input tr {
border: none;
}
table.file-input th {
text-align: left;
}
table.file-input tr :first-child {
padding-left: 0;
}
table.file-input tr :last-child {
padding-right: 0;
}
form {
display: grid;
gap: 0.5rem;
grid-template-columns: repeat(auto-fill, 32rem);
@media (width < 1024px) {
grid-template-columns: 1fr;
}
form tfoot {
text-align: right;
}
.buttons input {
font: inherit;
line-height: 1.5;
margin-left: var(--gap);
border-radius: var(--radius);
padding: 0 var(--gap);
cursor: pointer;
}
.buttons input:hover {
text-decoration: underline;
}
.buttons input[type="submit"] {
border: 0.1rem solid var(--green);
background: var(--green-1);
}
.buttons input[type="reset"] {
border: 0.1rem solid var(--red);
background: var(--red-1);
}
.buttons a.del {
color: var(--red);
&.hidden {
display: none;
}
.column {
display: grid;
gap: 0.5rem;
border: 1px solid var(--gray);
padding: var(--gap);
block-size: min-content;
}
.fieldset {
display: grid;
grid-auto-columns: 1fr;
grid-auto-flow: column;
gap: inherit;
padding: 0;
margin: 0;
border: none;
}
ul.errorlist {
color: var(--red);
font-weight: 550;
list-style: none;
padding: 0;
margin: 0;
}
.field {
display: grid;
grid-auto-rows: min-content;
align-items: center;
column-gap: 0.5rem;
ul.errorlist {
font-size: 0.8rem;
}
&:has(> textarea) {
grid-template-rows: min-content 1fr;
textarea {
resize: block;
}
}
&:has(> input[type="checkbox"]) {
grid-template-columns: min-content 1fr;
> label {
font-size: inherit;
grid-row: 1;
grid-column: 2;
padding: 0.5rem;
line-height: initial;
}
> input {
grid-row: 1;
grid-column: 1;
margin: 0.5rem;
}
&:has(> :focus) {
background: var(--bg-1);
}
}
> label {
font-size: 0.8rem;
line-height: 0.8rem;
z-index: 10;
}
> a {
padding: 0.5rem;
}
input,
select,
textarea {
font: inherit;
line-height: initial;
border: none;
border: 1px solid transparent;
border-bottom: 1px solid var(--gray);
background: none;
z-index: 1;
padding: 0.5rem;
&:has(~ ul.errorlist) {
border-color: var(--red);
}
&.autocompleted:not(.mod) {
border-bottom-color: var(--green);
}
&:not([type="checkbox"]) {
width: 100%;
margin: 0;
}
&[name*="value"] {
text-align: right;
font-feature-settings: var(--num);
}
&[name*="date"] {
font-feature-settings: var(--num);
}
&:focus {
outline: none;
background: var(--bg-1);
}
}
> .file-input {
display: grid;
> .current {
display: grid;
grid-template-columns: 1fr;
grid-auto-columns: max-content;
grid-auto-flow: column;
a {
padding: 0.5rem;
}
}
input[type="file"] {
&::file-selector-button {
display: none;
}
}
}
> .ico-input {
display: grid;
grid-template-columns: min-content 1fr;
column-gap: 0.5rem;
align-items: center;
span[class|="ri"] {
padding: 0.5rem;
}
&:has(> :focus) {
background: var(--bg-1);
}
}
}
.buttons {
grid-column: 1 / -1;
line-height: 2rem;
input,
a {
font: inherit;
cursor: pointer;
padding: 0 var(--gap);
border: var(--gray) 1px solid;
margin-right: 0.5rem;
margin-bottom: 0.5rem;
color: inherit;
&:hover {
text-decoration: underline;
}
}
input[type="submit"] {
background: var(--green-1);
border-color: var(--green);
}
input[type="reset"] {
background: var(--bg-1);
}
a.del {
color: var(--red);
border-color: var(--red);
border-style: dashed;
}
}
}

View file

@ -1,4 +1,5 @@
@import "https://rsms.me/inter/inter.css";
@import "https://cdn.jsdelivr.net/npm/remixicon@4.5.0/fonts/remixicon.css";
*,
*::before,
@ -23,7 +24,7 @@
--bg-inv: var(--theme-1);
--text-inv: #ffffffde;
--bg-01: #f0f0f0;
--bg-1: #f0f0f0;
--text-green: #296629;
--text-link: var(--text-green);
@ -39,7 +40,8 @@
--border: 0.5em;
--radius: 0.25em;
--num: "tnum", "ss01", "ss02", "case";
--default-ffs: "dlig", "ss01", "ss04";
--num: var(--default-ffs), "tnum", "case";
}
body {
@ -51,6 +53,7 @@ body {
display: grid;
grid-template-columns: max-content 1fr;
font-feature-settings: var(--default-ffs);
}
p {
@ -60,9 +63,10 @@ a {
color: var(--text-link);
text-decoration: none;
display: inline-block;
}
a:hover {
text-decoration: underline;
&:is(:hover, :focus) {
text-decoration: underline;
}
}
.red {
@ -77,12 +81,33 @@ a:hover {
main,
nav,
footer {
padding: 2rem;
padding: 2rem 1rem;
@media (width > 720px) {
padding: 2rem;
}
background: var(--bg);
}
main {
position: relative;
grid-column: 2;
grid-row: 1;
overflow-x: hidden;
h2.new {
opacity: 0.8;
}
.split {
display: grid;
gap: var(--gap);
grid-template-columns: 100%;
@media (width > 720px) {
grid-template-columns: minmax(20rem, max-content) 1fr;
}
& > section > :first-child {
margin-top: 0;
}
}
}
nav {
grid-column: 1;
@ -93,40 +118,48 @@ nav {
top: 0;
overflow-y: auto;
background: var(--bg-01);
background: var(--bg-1);
line-height: 2rem;
h1 img {
height: 1cap;
}
ul {
list-style: none;
padding: 0;
margin: 0;
position: relative;
}
a {
&.skip-link {
font-weight: 300;
&:is(:active, :focus) {
font-weight: 500;
}
}
display: grid;
grid-template-columns: 1fr max-content;
align-items: baseline;
[class^="ri-"] {
height: 1.5em;
width: 1.5em;
line-height: 1.5em;
border-radius: var(--radius);
}
&.cur {
font-weight: 550;
[class^="ri-"] {
background: var(--text-link);
color: var(--bg);
}
}
}
}
nav h1 img {
height: 1cap;
}
nav ul {
list-style: none;
padding: 0;
margin: 0;
position: relative;
}
nav .skip-link {
opacity: 0.8;
font-weight: 300;
}
nav .skip-link:active,
nav .skip-link:focus {
opacity: initial;
font-weight: 500;
}
nav a {
display: block;
}
nav a.cur {
font-weight: 550;
}
nav a.cur::after {
content: "◎";
position: absolute;
right: 0;
}
nav > :first-child,
main > :first-child {
:is(nav, main) > :first-child,
main > section:first-child > :first-child {
margin-top: 0;
}
footer {
@ -135,16 +168,46 @@ footer {
font-weight: 250;
}
#pagination {
.pagination {
text-align: center;
font-feature-settings: var(--num);
}
#pagination a {
width: 2rem;
}
#pagination a.cur {
font-weight: 650;
text-decoration: underline dotted;
a {
min-width: 1rem;
padding: 0 0.5rem;
&.cur {
font-weight: 650;
text-decoration: underline dotted;
&:is(:hover, :focus) {
text-decoration: underline;
}
}
}
@media (width > 720px) {
&.n3 {
display: grid;
grid-template-columns: repeat(3, 1fr);
width: max-content;
margin: 0.5rem auto;
.prev {
grid-column: 1;
}
.cur {
grid-column: 2;
}
.next {
grid-column: 3;
}
}
}
& + section :first-child {
margin-top: 0;
}
}
@media (width < 1024px) {
@ -160,15 +223,38 @@ footer {
height: initial;
}
}
a.big-link {
margin-right: 1em;
}
a.big-link [class^="ri-"] {
margin-right: 0.5em;
}
[class^="ri-"] {
display: inline-block;
text-align: center;
font-weight: normal;
&.green,
&.red,
&.white {
&.green {
background: var(--green);
color: var(--bg);
}
&.red {
background: var(--red);
color: var(--bg);
}
&.white {
background: var(--bg-1);
}
border-radius: var(--radius);
height: 1.5em;
width: 1.5em;
line-height: 1.5em;
}
a:not(.i) &,
.wi &,
h2 & {
&:first-child::after {
content: "\2002";
}
}
}
h1,
@ -188,9 +274,6 @@ h2 {
h3 {
font-size: 1.5rem;
}
main h2.new {
opacity: 0.8;
}
p {
margin: 0.5em 0;
}
@ -199,20 +282,291 @@ ul.messages {
font-weight: 550;
list-style-type: none;
margin: 0;
background: var(--bg-01);
margin-bottom: var(--gap);
background: var(--bg-1);
padding: 0;
}
ul.messages li {
padding: calc(var(--gap) / 2) var(--gap);
border-left: var(--border) solid var(--gray);
li {
--message-color: var(--text);
padding: calc(var(--gap) / 2) var(--gap);
border-left: var(--message-color) solid var(--border);
[class^="ri-"] {
height: 1.5em;
width: 1.5em;
line-height: 1.5em;
border-radius: var(--radius);
background: var(--message-color);
color: var(--bg);
margin-right: 0.5rem;
}
&.msg-level-20 {
--message-color: var(--green);
}
&.msg-level-25 {
--message-color: var(--green-1);
}
&.msg-level-30 {
--message-color: var(--red-1);
}
&.msg-level-40 {
--message-color: var(--red);
}
}
}
ul.messages li.msg-level-25 {
border-left-color: var(--green-1);
.backlinks {
display: grid;
grid-template-columns: repeat(2, 1fr);
p {
grid-column: 1;
&.back {
grid-column: 2;
text-align: right;
a {
margin-right: 0;
margin-left: 1em;
[class^="ri-"] {
margin-right: 0em;
margin-left: 0.5em;
}
}
}
}
}
ul.messages li.msg-level-30 {
border-left-color: var(--red-1);
dl.accounts {
margin: 0;
dt,
dd {
margin: 0;
}
.account {
padding: 0.5rem;
margin-bottom: 0.5rem;
border: 1px solid var(--gray);
display: grid;
grid-template-columns: 1fr min-content;
&.new,
&.more {
border-style: dashed;
}
&.more label {
display: block;
}
}
&:not(.show-archive) .account.archived {
display: none;
}
}
ul.messages li.msg-level-40 {
border-left-color: var(--red);
ul.statements,
ul.invoices {
display: grid;
grid-template-columns: repeat(auto-fill, minmax(10rem, 1fr));
grid-auto-rows: 1fr;
gap: 0.5rem;
list-style: none;
padding: 0;
margin: 0;
li {
display: grid;
gap: 0.5rem;
padding: var(--gap);
border: var(--gray) 1px solid;
text-align: right;
align-items: center;
> * {
&.title {
font-weight: 650;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
}
}
&.new,
&.more {
border-style: dashed;
}
}
}
ul.statements {
li {
> * {
display: grid;
align-items: center;
&.date :first-child {
font-size: 2rem;
}
&.value :first-child {
font-weight: 650;
}
&.icon {
span {
margin: auto;
}
}
&.account a {
overflow: hidden;
text-overflow: ".";
white-space: nowrap;
}
}
}
}
ul.invoices {
grid-template-columns: repeat(auto-fill, minmax(20rem, 1fr));
}
.statement-details {
display: grid;
@media (width > 720px) {
grid-template-columns: repeat(3, min-content);
}
gap: var(--gap);
align-items: center;
> span.evolution {
display: grid;
grid-auto-rows: min-content;
> span[class^="ri-"] {
font-size: 2rem;
}
> span.value {
text-align: right;
}
}
> span.start,
> span.end,
> span.file,
> span.incons {
display: grid;
border: var(--gray) 1px solid;
padding: var(--gap);
&.file,
&.incons {
grid-column: 1 / -1;
}
&.incons {
border-color: var(--red);
grid-template-columns: min-content 1fr;
grid-auto-flow: column;
align-items: center;
gap: 0.5rem;
> .ds {
display: grid;
grid-auto-rows: min-content;
}
.value {
text-align: right;
}
.diff {
font-weight: 650;
}
.sum {
text-decoration: line-through;
}
.links {
grid-column: 1 / -1;
grid-row: 2;
display: grid;
gap: inherit;
a {
color: var(--red);
}
}
}
> .date {
text-align: right;
}
> .value {
font-size: 2rem;
}
}
}
.multilink {
display: grid;
grid-auto-columns: max-content;
}
.transaction-details {
display: grid;
grid-auto-columns: minmax(1fr, max-content);
grid-auto-rows: min-content;
max-width: 32rem;
ul {
list-style: none;
display: grid;
li.value {
font-size: 1.5rem;
text-align: right;
}
}
p.description,
ul {
border: var(--gray) 1px solid;
padding: var(--gap);
}
}
.category,
.big-link {
padding: 0 var(--gap);
border: var(--gray) 1px solid;
margin-right: 0.5rem;
margin-bottom: 0.5rem;
&.add {
border-style: dashed;
}
}
.date,
.value {
font-feature-settings: var(--num);
}
details {
border: var(--gray) 1px solid;
margin-bottom: var(--gap);
summary {
font-weight: 650;
cursor: pointer;
padding: var(--gap);
&::marker {
content: "\ed27\2002";
font-family: remixicon;
font-weight: initial;
}
}
&[open] summary {
background: var(--bg-1);
}
form {
padding: var(--gap);
}
}

View file

@ -1,76 +1,123 @@
table.full-width col.bar {
width: auto;
}
.plot {
overflow-x: auto;
}
.plot td.bar {
position: relative;
padding: 0;
}
.plot td.bar div {
position: absolute;
height: 0.5rem;
top: 0;
}
table {
min-width: 40rem;
}
.plot td.bar div:not(.tot) {
width: 0;
box-sizing: border-box;
z-index: 1;
display: inline-block;
}
.plot td.bar.p div {
left: 0;
border-radius: 0 var(--radius) var(--radius) 0;
}
.plot td.bar.m div {
right: 0;
border-radius: var(--radius) 0 0 var(--radius);
}
.plot td.bar.m div {
background: var(--red-1);
}
.plot td.bar.p div {
background: var(--green-1);
}
.plot td.bar div.tot {
z-index: 10;
height: 0.5rem;
}
.plot td.bar.m div.tot {
background: var(--red);
}
.plot td.bar.p div.tot {
background: var(--green);
}
.plot td.bar div.tot span {
position: absolute;
display: inline-block;
white-space: nowrap;
margin: 0 var(--gap);
font-weight: 650;
top: 0.5rem;
line-height: 1.5rem;
height: 1.5rem;
font-feature-settings: var(--num);
}
.plot td.bar.p div.tot span {
left: 0;
}
.plot td.bar.m div.tot span {
right: 0;
}
@media (width < 720px) {
.plot .bar {
width: 0;
td.bar {
position: relative;
padding: 0;
overflow: hidden;
div {
position: absolute;
height: 0.5rem;
top: 0;
&:not(.tot) {
width: 0;
box-sizing: border-box;
z-index: 1;
display: inline-block;
}
&.tot {
z-index: 10;
height: 0.5rem;
span {
position: absolute;
display: inline-block;
white-space: nowrap;
margin: 0 var(--gap);
font-weight: 650;
top: 0.5rem;
line-height: 1.5rem;
height: 1.5rem;
font-feature-settings: var(--num);
}
}
}
&.p div {
left: 0;
border-radius: 0 var(--radius) var(--radius) 0;
background: var(--green-1);
&.tot {
background: var(--green);
span {
left: 0;
}
}
}
&.m div {
right: 0;
border-radius: var(--radius) 0 0 var(--radius);
background: var(--red-1);
&.tot {
background: var(--red);
span {
right: 0;
}
}
}
}
&.history tbody tr {
background: initial;
}
tbody tr {
&.empty {
height: 0.5rem;
}
&.even {
background: #eeeeff;
}
}
}
.plot tfoot {
background: var(--bg-01);
.calendar {
overflow-x: auto;
margin-bottom: var(--gap);
font-feature-settings: var(--num);
table {
tbody tr {
background: initial;
&:not(:last-child) {
border-bottom: none;
}
&:not(:first-child) {
border-top: none;
}
td.month {
text-align: center;
background-color: color-mix(
in hsl,
var(--td-bg, var(--bg)) var(--opacity),
var(--bg)
);
padding: 0;
width: 4rem;
height: 4rem;
&.p {
--td-bg: var(--green);
}
&.m {
--td-bg: var(--red);
}
}
td.total {
text-align: right;
font-weight: 650;
font-feature-settings: var(--num);
}
}
}
}

View file

@ -1,54 +1,59 @@
.table,
form {
.table {
overflow-x: auto;
width: 100%;
}
table {
border-collapse: collapse;
}
table.more tbody:last-child tr:last-child {
border-bottom: 0.1rem dashed var(--gray);
}
table.full-width {
width: 100%;
}
thead {
background: var(--bg-01);
}
table.full-width col {
width: 8rem;
}
table col.icon {
width: 1ch;
}
tr {
border: 0.1rem solid var(--gray);
height: 2rem;
line-height: 2rem;
}
td,
th {
padding: 0 var(--gap);
position: relative;
white-space: nowrap;
text-overflow: ellipsis;
}
.date,
.value {
font-feature-settings: var(--num);
}
.l {
text-align: left;
}
.r,
.value {
text-align: right;
}
.c,
.date {
text-align: center;
}
td.empty {
text-align: center;
opacity: 0.8;
font-weight: 300;
&.full-width {
width: 100%;
col {
width: 8rem;
}
}
col.icon {
width: 1ch;
}
thead tr:not(.new) {
background: var(--bg-1);
}
tr {
border: 1px solid var(--gray);
height: 2rem;
line-height: 2rem;
tbody &:where(:nth-of-type(even)) {
background: #eeeeff;
}
&.more,
&.new {
text-align: center;
border-style: dashed;
}
}
td,
th {
padding: 0 var(--gap);
position: relative;
white-space: nowrap;
text-overflow: ellipsis;
&.empty {
text-align: center;
opacity: 0.8;
font-weight: 300;
}
}
.l {
text-align: left;
}
.r,
.value {
text-align: right;
}
.c,
.date {
text-align: center;
}
}

File diff suppressed because one or more lines are too long

View file

@ -0,0 +1,181 @@
const beforeUnloadHandler = (event) => {
event.preventDefault();
};
const forms = document.querySelectorAll("form");
for (let form of forms) {
let inputs = form.querySelectorAll("input");
for (input of inputs) {
input.addEventListener("input", (event) => {
window.addEventListener("beforeunload", beforeUnloadHandler);
});
}
form.addEventListener("submit", (event) => {
window.removeEventListener("beforeunload", beforeUnloadHandler);
});
form.addEventListener("reset", (event) => {
window.removeEventListener("beforeunload", beforeUnloadHandler);
});
let categorySelect = form.querySelector(".category-select");
if (categorySelect) {
let input = categorySelect.querySelector("select");
let icon = categorySelect.querySelector("span");
let icons = JSON.parse(input.dataset.icons);
function setIcon(event) {
icon.className = `ri-${icons[input.value] || "folder"}-line`;
}
setIcon();
input.addEventListener("input", setIcon);
form.addEventListener("reset", (event) => {
setTimeout(setIcon, 0);
});
}
let accountSelect = form.querySelector(".account-select");
if (accountSelect) {
let input = accountSelect.querySelector("select");
let icon = accountSelect.querySelector("span");
let icons = JSON.parse(input.dataset.icons);
function setIcon(event) {
icon.className = `ri-${icons[input.value] || "bank"}-line`;
}
setIcon();
input.addEventListener("input", setIcon);
form.addEventListener("reset", (event) => {
setTimeout(setIcon, 0);
});
}
let iconSelect = form.querySelector(".icon-select");
if (iconSelect) {
let input = iconSelect.querySelector("input");
let icon = iconSelect.querySelector("span");
let icons = Array.from(iconSelect.querySelector("datalist").options).map(
(opt) => opt.value,
);
function setIcon(event) {
icon.className = `ri-${
icons.includes(input.value) ? input.value : "square"
}-line`;
}
setIcon();
input.addEventListener("input", setIcon);
form.addEventListener("reset", (event) => {
setTimeout(setIcon, 0);
});
}
let ac_json = form.querySelector("#autocomplete");
if (ac_json) {
let autocomplete_data = JSON.parse(ac_json.textContent);
let fields = form.querySelectorAll("[name]");
function clearMod(event) {
event.target.classList.add("mod");
event.target.removeEventListener("input", clearMod);
}
function setMod() {
for (let f of fields) {
f.addEventListener("input", clearMod);
}
}
setMod();
form.addEventListener("reset", (event) => {
for (let f of fields) {
f.classList.remove("mod", "autocompleted");
}
setMod();
});
let old_values = [];
let field = form.querySelector(`[name="${autocomplete_data.field}"]`);
field.addEventListener("change", (event) => {
if (field.value in autocomplete_data.data) {
old_values = [];
for (let comp of autocomplete_data.data[field.value]) {
let f = form.querySelector(`[name="${comp.field}"]`);
if (!f.classList.contains("mod")) {
old_values.push({ field: f, value: f.value });
f.value = comp.value;
f.dispatchEvent(new Event("input"));
f.animate([{ borderColor: "var(--green)" }, {}], 750);
f.classList.remove("mod");
f.classList.add("autocompleted");
f.addEventListener("input", clearMod);
function ccAutocomplete(event) {
document.removeEventListener("keyup", cancelAutocomplete);
for (comp of old_values) {
comp.field.removeEventListener("input", ccAutocomplete);
}
}
f.addEventListener("input", ccAutocomplete);
}
}
function cancelAutocomplete(event) {
if (event.code == "Escape") {
for (comp of old_values) {
let f = comp.field;
f.value = comp.value;
f.dispatchEvent(new Event("input"));
f.animate([{ borderColor: "var(--red)" }, {}], 750);
f.classList.remove("mod");
f.classList.remove("autocompleted");
f.addEventListener("input", clearMod);
}
document.removeEventListener("keyup", cancelAutocomplete);
}
}
document.addEventListener("keyup", cancelAutocomplete);
form.addEventListener("reset", (event) => {
document.removeEventListener("keyup", cancelAutocomplete);
});
}
});
}
}
let accounts = document.querySelector("dl.accounts");
if (accounts) {
let toggle = accounts.querySelector("input#show-archived-accounts");
if (toggle) {
accounts.classList.toggle("show-archive", toggle.checked);
toggle.addEventListener("change", (event) => {
accounts.classList.toggle("show-archive", toggle.checked);
});
}
}
const filterForm = document.querySelector("form.filter");
if (filterForm) {
const accountSelect = filterForm.querySelector("[name='account']");
const statementSelect = filterForm.querySelector("[name='statement']");
if (!statementSelect.disabled) {
accountSelect.addEventListener("input", (event) => {
statementSelect.value = "";
statementSelect.disabled = true;
});
filterForm.addEventListener("reset", (event) => {
statementSelect.disabled = false;
});
}
let disableStatement = false;
filterForm.addEventListener("submit", (event) => {
for (element of filterForm.elements) {
if (
element.value == "" ||
(disableStatement && element.name == "statement")
) {
if (element.name == "account") {
disableStatement = true;
}
element.disabled = true;
}
}
});
}

File diff suppressed because it is too large Load diff

View file

@ -1,99 +1,96 @@
{% load static %}
{% load i18n %}
{% load main_extras %}
<!DOCTYPE html>
<html lang="fr">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width,initial-scale=1" />
<title>
{% block title %}Nummi{% endblock %}
</title>
{% block link %}
<link rel="icon" href="{% static "main/svg/logo.svg" %}" type="image/svg+xml" />
<link rel="stylesheet" href="{% static "main/css/main.css" %}" type="text/css" />
<link rel="stylesheet" href="{% static "main/remixicon/remixicon.css" %}" type="text/css" />
{% endblock %}
</head>
<body>
{% block nav %}
{% spaceless %}
<nav>
<h1>
<img src="{% static "main/svg/logo.svg" %}" alt="" />
Nummi
</h1>
<ul>
<li>
<a class="skip-link" href="#main">{% translate "Skip to main content" %}</a>
</li>
{% if user.is_authenticated %}
<li>
<a href="{% url "index" %}"
class="home{% if request.resolver_match.url_name == "index" %} cur{% endif %}"
accesskey="h">{% translate "Home" %}</a>
</li>
<li>
<a href="{% url "statements" %}"
class="{% if request.resolver_match.url_name == "statements" %}cur{% endif %}">
{% translate "Statements" %}
</a>
</li>
<li>
<a href="{% url "transactions" %}"
class="{% if request.resolver_match.url_name == "transactions" %}cur{% endif %}">
{% translate "Transactions" %}
</a>
</li>
<li>
<a href="{% url "new_account" %}"
class="{% if request.resolver_match.url_name == "new_account" %}cur{% endif %}"
accesskey="a">{% translate "Create account" %}</a>
</li>
<li>
<a href="{% url "new_statement" %}"
class="{% if request.resolver_match.url_name == "new_statement" %}cur{% endif %}"
accesskey="s">{% translate "Create statement" %}</a>
</li>
<li>
<a href="{% url "new_category" %}"
class="{% if request.resolver_match.url_name == "new_category" %}cur{% endif %}"
accesskey="c">{% translate "Create category" %}</a>
</li>
<li>
<a href="{% url "new_transaction" %}"
class="{% if request.resolver_match.url_name == "new_transaction" %}cur{% endif %}"
accesskey="t">{% translate "Create transaction" %}</a>
</li>
<li>
<a href="{% url "search" %}"
class="{% if request.resolver_match.url_name == "search" %}cur{% endif %}"
accesskey="r">{% translate "Search" %}</a>
</li>
<li>
<a href="{% url "logout" %}" accesskey="l">{% translate "Log out" %}</a>
</li>
{% else %}
<li>
<a {% if request.resolver_match.url_name == "login" %}class="cur"{% endif %}
href="{% url "login" %}">{% translate "Log in" %}</a>
</li>
{% endif %}
</ul>
{% if user.is_authenticated %}
<p>
{% blocktranslate %}Logged in as <strong>{{ user }}</strong>{% endblocktranslate %}
</p>
{% endif %}
</nav>
{% endspaceless %}
{% endblock %}
<main id="main">
{% if messages %}
<ul class="messages">
{% for message in messages %}<li class="msg-level-{{ message.level }}">{{ message }}</li>{% endfor %}
</ul>
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width,initial-scale=1">
<title>
{% block title %}Nummi{% endblock %}
</title>
{% block link %}
<link rel="icon" href="{% static "main/svg/logo.svg" %}" type="image/svg+xml">
{% css "main/css/main.css" %}
{% js "main/js/base.js" %}
{% endblock %}
</head>
<body>
{% block nav %}
{% spaceless %}
<nav>
<h1>
<img src="{% static "main/svg/logo.svg" %}" alt="">
Nummi
</h1>
<ul>
<li>
<a class="skip-link" href="#main">{% translate "Skip to main content" %}</a>
</li>
{% if user.is_authenticated %}
<li>
<a href="{% url "index" %}"
class="home{% if request.resolver_match.url_name == "index" %} cur{% endif %}"
accesskey="h">
<span>{% translate "Home" %}</span>
{{ "home"|remix }}
</a>
</li>
<li>
<a href="{% url "statements" %}"
class="{% if request.resolver_match.url_name == "statements" %}cur{% endif %}">
<span>{% translate "Statements" %}</span>
{{ "file"|remix }}
</a>
</li>
<li>
<a href="{% url "transactions" %}"
class="{% if request.resolver_match.url_name == "transactions" %}cur{% endif %}">
<span>{% translate "Transactions" %}</span>
{{ "receipt"|remix }}
</a>
</li>
<li>
<a href="{% url "search" %}"
class="{% if request.resolver_match.url_name == "search" %}cur{% endif %}"
accesskey="r">
<span>{% translate "Search" %}</span>
{{ "search"|remix }}
</a>
</li>
<li>
{% blocktranslate %}Logged in as <strong>{{ user }}</strong>{% endblocktranslate %}
</li>
<li>
<a href="{% url "logout" %}" accesskey="l">
<span>{% translate "Log out" %}</span>
{{ "close-circle"|remix }}
</a>
</li>
{% else %}
<li>
<a {% if request.resolver_match.url_name == "login" %}class="cur"{% endif %}
href="{% url "login" %}">
<span>{% translate "Log in" %}</span>
{{ "user"|remix }}
</a>
</li>
{% endif %}
{% block body %}{% endblock %}
</main>
</body>
</ul>
</nav>
{% endspaceless %}
{% endblock %}
<main id="main">
{% if messages %}
<ul class="messages">
{% for message in messages %}
<li class="msg-level-{{ message.level }}">
{{ message.level|messageicon }}{{ message }}
</li>
{% endfor %}
</ul>
{% endif %}
{% block body %}{% endblock %}
</main>
</body>
</html>

View file

@ -3,26 +3,23 @@
{% 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" />
{{ block.super }}
{% css "main/css/form.css" %}
{% css "main/css/table.css" %}
{% endblock %}
{% block body %}
{% spaceless %}
<form method="post">
{% csrf_token %}
<p>
{% blocktranslate %}Are you sure you want do delete <strong>{{ object }}</strong> ?{% endblocktranslate %}
</p>
{{ form }}
<div class="buttons">
<a href="{{ object.get_absolute_url }}">{% translate "Cancel" %}</a>
<input class="del" type="submit" value="{% translate "Confirm" %}" />
</div>
</form>
{% endspaceless %}
{% spaceless %}
<form method="post">
{% csrf_token %}
<p>
{% blocktranslate %}Are you sure you want do delete <strong>{{ object }}</strong> ?{% endblocktranslate %}
</p>
{% block additionalinfo %}{% endblock %}
{{ form }}
<div class="buttons">
<a href="{{ object.get_absolute_url }}">{% translate "Cancel" %}</a>
<input class="del" type="submit" value="{% translate "Confirm" %}" />
</div>
</form>
{% endspaceless %}
{% endblock %}

View file

@ -3,42 +3,38 @@
{% load main_extras %}
{% load i18n %}
{% block title %}
{% if form.instance|adding %}
{% block title_new %}{% endblock %}
{% else %}
{{ form.instance }}
{% endif %}
Nummi
{% if form.instance|adding %}
{% block title_new %}{% endblock %}
{% else %}
{{ form.instance }}
{% endif %}
Nummi
{% endblock %}
{% 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" />
<link rel="stylesheet"
href="{% static 'main/css/plot.css' %}"
type="text/css" />
{{ block.super }}
{% css "main/css/form.css" %}
{% css "main/css/table.css" %}
{% css "main/css/plot.css" %}
{% endblock %}
{% block body %}
{% with instance=form.instance %}
{% if instance|adding %}
<h2 class="new">
{% block h2_new %}{% endblock %}
</h2>
{% else %}
<h2>
{% block h2 %}{{ instance }}{% endblock %}
</h2>
{% endif %}
{% block pre %}{% endblock %}
<form method="post" enctype="multipart/form-data">
{% csrf_token %}
{% if instance|adding %}<input hidden name="next" value="{{ request.path }}" />{% endif %}
{{ form }}
</form>
{% block tables %}{% endblock %}
{% endwith %}
{% with instance=form.instance %}
{% if instance|adding %}
<h2 class="new">
{% block h2_new %}{% endblock %}
</h2>
{% else %}
<h2>
{% block h2 %}{{ instance }}{% endblock %}
</h2>
{% endif %}
{% block pre %}{% endblock %}
<form method="post" enctype="multipart/form-data">
{% csrf_token %}
{% if instance|adding %}
<input hidden name="next" value="{{ request.path }}">
{% endif %}
{{ form }}
</form>
{% block tables %}{% endblock %}
{% endwith %}
{% endblock %}

View file

@ -1,36 +1,21 @@
{% load i18n %}
{% load main_extras %}
<table class="file-input">
{% if widget.is_initial %}
<tr>
<th>{{ widget.initial_text }}</th>
<td>
<a href="{{ widget.value.url }}">{% translate "File" %} [{{ widget.value|extension }}]</a>
</td>
</tr>
{% if not widget.required %}
<tr>
<th>
<label for="{{ widget.checkbox_id }}">{{ widget.clear_checkbox_label }}</label>
</th>
<td>
<input type="checkbox"
name="{{ widget.checkbox_name }}"
id="{{ widget.checkbox_id }}"
{% if widget.attrs.disabled %}disabled{% endif %}>
</td>
</tr>
{% endif %}
<tr>
<th>{{ widget.input_text }}</th>
<td>
{% else %}
<tr>
<td colspan="2">
{% endif %}
<input type="{{ widget.type }}"
name="{{ widget.name }}"
{% include "django/forms/widgets/attrs.html" %}>
</td>
</tr>
</table>
<div class="file-input">
{% if widget.is_initial %}
<div class="current">
<a href="{{ widget.value.url }}" target="_blank">{{ "file"|remix }}{% translate "File" %} [{{ widget.value|extension }}]</a>
{% if not widget.required %}
<span class="field checkbox">
<label for="{{ widget.checkbox_id }}">{{ widget.clear_checkbox_label }}</label>
<input type="checkbox"
name="{{ widget.checkbox_name }}"
id="{{ widget.checkbox_id }}"
{% if widget.attrs.disabled %}disabled{% endif %}>
</span>
{% endif %}
</div>
{% endif %}
<input type="{{ widget.type }}"
name="{{ widget.name }}"
{% include "django/forms/widgets/attrs.html" %}>
</div>

View file

@ -1,43 +1,56 @@
{% load i18n %}
{% load main_extras %}
{% block fields %}
{% if form.non_field_errors %}
<ul class='errorlist'>
{% for error in form.non_field_errors %}<li>{{ error }}</li>{% endfor %}
</ul>
{% endif %}
<table>
<tbody>
{% for field in form %}
{% if form.autocomplete %}{{ form.autocomplete|json_script:"autocomplete" }}{% endif %}
{% if form.non_field_errors %}
<ul class="errorlist">
{% for error in form.non_field_errors %}<li>{{ error }}</li>{% endfor %}
</ul>
{% endif %}
{% if form.fieldsets %}
{% for group in form.fieldsets %}
<div class="column">
{% for fieldset in group %}
<div class="fieldset">
{% for field in fieldset %}
<div class="field">
<label for="{{ field.id_for_label }}">{{ field.label }}</label>
{{ field }}
{% if field.errors %}
<tr>
<td colspan="2">{{ field.errors }}</td>
</tr>
<ul class="errorlist">
{% for error in field.errors %}
<li class="wi">{{ "error-warning"|remix }}{{ error }}</li>
{% endfor %}
</ul>
{% endif %}
<tr>
<th class="l">
<label for="{{ field.id_for_label }}">{{ field.label }}</label>
</th>
<td>{{ field }}</td>
</tr>
</div>
{% endfor %}
</tbody>
<tfoot>
<tr class="buttons">
<td colspan="2">
{% block buttons %}
{% if not form.instance|adding %}
<a class="del" href="{{ form.instance.get_delete_url }}">{% translate "Delete" %}</a>
{% endif %}
<input type="reset" value="{% translate "Reset" %}" />
{% if form.instance|adding %}
<input type="submit" value="{% translate "Create" %}" />
{% else %}
<input type="submit" value="{% translate "Save" %}" />
{% endif %}
{% endblock %}
</td>
</tr>
</tfoot>
</table>
{% endblock %}
</div>
{% endfor %}
</div>
{% endfor %}
{% else %}
<div class="column">
{% for field in form %}
{% if field.errors %}<p class="error">{{ field.errors }}</p>{% endif %}
<div class="field">
<label for="{{ field.id_for_label }}">{{ field.label }}</label>
{{ field }}
</div>
{% endfor %}
</div>
{% endif %}
<div class="buttons">
{% block buttons %}
{% if form.instance|adding %}
<input type="submit" value="{% translate "Create" %}">
{% else %}
<input type="submit" value="{% translate "Save" %}">
{% endif %}
<input type="reset" value="{% translate "Reset" %}">
{% if not form.instance|adding %}
<a class="del" href="{{ form.instance.get_delete_url }}">{% translate "Delete" %}</a>
{% endif %}
{% endblock buttons %}
</div>
{% endblock fields %}

View file

@ -1,7 +1,7 @@
{% extends "main/form/form_base.html" %}
{% load i18n %}
{% block buttons %}
<input hidden value="{{ next }}" name="next" />
<input type="reset" />
<input type="submit" value="{% translate "Log in" %}" />
{% endblock %}
<input hidden value="{{ next }}" name="next">
<input type="submit" value="{% translate "Log in" %}">
<input type="reset">
{% endblock buttons %}

View file

@ -0,0 +1,4 @@
{% include "django/forms/widgets/text.html" %}
<datalist id="{{ widget.attrs.list }}">
{% for option in widget.options %}<option value="{{ option }}"></option>{% endfor %}
</datalist>

View file

@ -0,0 +1,5 @@
{% load main_extras %}
<span class="ico-input icon-select">
{{ "square"|remix }}
{% include "main/forms/widgets/datalist.html" %}
</span>

View file

@ -1,47 +1,37 @@
{% extends "main/base.html" %}
{% load static %}
{% load main_extras %}
{% load main_extras account_extras history_extras statement_extras %}
{% load i18n %}
{% block link %}
{{ block.super }}
<link rel="stylesheet"
href="{% static 'main/css/table.css' %}"
type="text/css" />
<link rel="stylesheet"
href="{% static 'main/css/plot.css' %}"
type="text/css" />
{% endblock %}
{{ block.super }}
{% css "main/css/table.css" %}
{% css "main/css/plot.css" %}
{% endblock link %}
{% block body %}
<h2>{% translate "Accounts" %}</h2>
<p>
{% for acc in accounts %}
<a class="big-link" href="{{ acc.get_absolute_url }}">{{ acc.icon|remix }}{{ acc }}</a>
{% empty %}
{% translate "No account" %}
<div class="split">
<section>
<h2>{% translate "Accounts" %}</h2>
{% account_table user.account_set.all index=True %}
</section>
<section>
<h2>{% translate "Statements" %}</h2>
{% url "statements" as s_url %}
{% statement_table statements statements_url=s_url %}
</section>
</div>
<section>
<h2>{% translate "Categories" %}</h2>
{% spaceless %}
<p>
{% for cat in user.category_set.all %}
<a class="category" href="{{ cat.get_absolute_url }}">{{ cat.icon|remix }}{{ cat }}</a>
{% endfor %}
</p>
{% if transactions %}
<h2>{% translate "Transactions" %}</h2>
{% include "transaction/transaction_table.html" %}
{% endif %}
{% if categories %}
<h2>{% translate "Categories" %}</h2>
{% spaceless %}
<p>
{% for cat in categories %}
<a class="big-link" href="{{ cat.get_absolute_url }}">{{ cat.icon|remix }}{{ cat }}</a>
{% empty %}
{% translate "No category" %}
{% endfor %}
</p>
{% endspaceless %}
{% endif %}
{% if statements %}
<h2>{% translate "Statements" %}</h2>
{% include "statement/statement_table.html" %}
{% endif %}
{% if history.data %}
<h2>{% translate "History" %}</h2>
{% include "history/plot.html" %}
{% endif %}
{% endblock %}
<a class="category add" href="{% url "new_category" %}">{{ "add"|remix }}{% translate "Create category" %}</a>
</p>
{% endspaceless %}
</section>
<section>
<h2>{% translate "History" %}</h2>
{% history_plot user.transaction_set.all %}
</section>
{% endblock body %}

View file

@ -3,40 +3,45 @@
{% load main_extras %}
{% load i18n %}
{% block title %}
{% block name %}{% endblock %}
{% if account %} {{ account }}{% endif %}
{% if category %} {{ category }}{% endif %}
{% if search %}
{% translate "Search" %}
{% endif %}
Nummi
{% block name %}{% endblock %}
{% if account %} {{ account }}{% endif %}
{% if category %} {{ category }}{% endif %}
{% if search %}
{% translate "Search" %}
{% endif %}
Nummi
{% endblock %}
{% block link %}
{{ block.super }}
<link rel="stylesheet"
href="{% static 'main/css/table.css' %}"
type="text/css" />
{{ block.super }}
{% css "main/css/table.css" %}
{% endblock %}
{% block body %}
<h2>
{% block h2 %}{% endblock %}
</h2>
{% if account %}
<p>
<h2>
{% block h2 %}{% endblock %}
</h2>
{% if account or category or search %}
<div class="backlinks">
{% block backlinks %}
{% if account %}
<p>
<a class="big-link" href="{{ account.get_absolute_url }}">{{ account.icon|remix }}{{ account }}</a>
</p>
{% endif %}
{% if category %}
<p>
</p>
{% endif %}
{% if category %}
<p>
<a class="big-link" href="{{ category.get_absolute_url }}">{{ category.icon|remix }}{{ category }}</a>
</p>
{% endif %}
{% if search %}
<p>
</p>
{% endif %}
{% if search %}
<p>
<a href="{% url "search" %}">{% translate "Search" %}</a>
</p>
{% endif %}
{% include "main/pagination.html" %}
{% block table %}{% endblock %}
{% include "main/pagination.html" %}
</p>
{% endif %}
{% endblock %}
</div>
{% endif %}
{% include "main/pagination.html" %}
{% block table %}{% endblock %}
{% include "main/pagination.html" %}
{% block body_more %}{% endblock %}
{% endblock %}

View file

@ -1,19 +1,16 @@
{% extends "main/base.html" %}
{% load main_extras %}
{% load static %}
{% load i18n %}
{% block link %}
{{ block.super }}
<link rel="stylesheet"
href="{% static 'main/css/table.css' %}"
type="text/css" />
<link rel="stylesheet"
href="{% static 'main/css/form.css' %}"
type="text/css" />
{{ block.super }}
{% css "main/css/table.css" %}
{% css "main/css/form.css" %}
{% endblock %}
{% block body %}
<h2>{% translate "Log in" %}</h2>
<form action="{% url 'login' %}" method="post">
{% csrf_token %}
{% include "main/form/login.html" %}
</form>
<h2>{% translate "Log in" %}</h2>
<form action="{% url 'login' %}" method="post">
{% csrf_token %}
{% include "main/form/login.html" %}
</form>
{% endblock %}

View file

@ -1,9 +1,4 @@
{% load i18n %}
{% load i18n main_extras transaction_extras %}
{% if page_obj %}
<p id="pagination">
{% for page in paginator.page_range %}
<a href="?page={{ page }}"
{% if page == page_obj.number %}class="cur"{% endif %}>{{ page }}</a>
{% endfor %}
</p>
<p class="pagination">{% pagination_links page_obj %}</p>
{% endif %}

View file

@ -0,0 +1,13 @@
{% load i18n main_extras %}
{% if first.show %}
<a href="?{% page_url 1 %}" class="first">1</a>
{% if first.dots %}<span></span>{% endif %}
{% endif %}
{% for page in pages %}
<a href="?{% page_url page.number %}"
{% if page.current %}class="cur"{% endif %}>{{ page.number }}</a>
{% endfor %}
{% if last.show %}
{% if last.dots %}<span></span>{% endif %}
<a href="?{% page_url last.number %}" class="last">{{ last.number }}</a>
{% endif %}

View file

@ -1,4 +1,9 @@
from urllib import parse
from dateutil.relativedelta import relativedelta
from django import template
from django.templatetags.static import static
from django.urls import reverse
from django.utils import formats
from django.utils.safestring import mark_safe
@ -7,16 +12,16 @@ register = template.Library()
@register.filter
def value(val, pm=False, r=2):
if not val:
if val is None:
return ""
_prefix = ""
_suffix = "&nbsp;€"
_val = formats.number_format(round(val, r), r, use_l10n=True, force_grouping=True)
_val = formats.number_format(val, decimal_pos=r, use_l10n=True, force_grouping=True)
if val > 0:
if pm:
_prefix += "&plus;&nbsp;"
else:
elif val < 0:
_val = _val[1:]
_prefix += "&minus;&nbsp;"
@ -34,21 +39,31 @@ def pmrvalue(val):
@register.filter
def remix(icon, cls=""):
return mark_safe(f"""<span class="ri-{icon}-line {cls}"></span>""")
def remix(icon, *args):
return remixnl(f"{icon}-line", *args)
@register.filter
def check(sum, diff):
if sum == diff:
return remix("check", "green")
else:
return remix("close", "red")
def remixnl(icon, cls=""):
return mark_safe(f"""<span class="ri-{icon} {cls}"></span>""")
@register.filter
def messageicon(level):
ico = {
10: "bug",
20: "information",
25: "check",
30: "alert",
40: "error-warning",
}
return remix(ico.get(level, "question"))
@register.filter
def extension(file):
return file.name.split(".")[-1].upper()
return file.name.split(".", 1)[1].upper()
@register.filter
@ -59,3 +74,67 @@ def verbose_name(obj):
@register.filter
def adding(obj):
return obj._state.adding
@register.simple_tag
def css(href):
return mark_safe(
f"""<link rel="stylesheet" href="{static(href)}" type="text/css">"""
)
@register.simple_tag
def js(href):
return mark_safe(f"""<script src="{static(href)}" defer></script>""")
@register.filter
def balance(accounts):
return sum(
statement.value for acc in accounts if (statement := acc.statement_set.first())
)
@register.inclusion_tag("main/pagination_links.html", takes_context=True)
def pagination_links(context, page_obj):
_n = 3
return {
"request": context["request"],
"pages": [
{"number": p, "current": p == page_obj.number}
for p in page_obj.paginator.page_range
if abs(p - page_obj.number) < _n
],
"first": {
"show": page_obj.number > _n,
"dots": page_obj.number > _n + 1,
},
"last": {
"show": page_obj.number <= page_obj.paginator.num_pages - _n,
"dots": page_obj.number < page_obj.paginator.num_pages - _n,
"number": page_obj.paginator.num_pages,
},
}
@register.simple_tag(takes_context=True)
def page_url(context, page):
query = context["request"].GET.copy()
query["page"] = page
return query.urlencode()
@register.simple_tag
def url_get(name, **kwargs):
kwargs = {k: v for k, v in kwargs.items() if v}
return f"{reverse(name)}?{parse.urlencode(kwargs)}"
@register.filter
def end_of_month(month):
return month + relativedelta(months=1, days=-1)
@register.filter
def end_of_year(year):
return year + relativedelta(years=1, days=-1)

View file

@ -10,5 +10,6 @@ urlpatterns = [
path("category/", include("category.urls")),
path("statement/", include("statement.urls")),
path("transaction/", include("transaction.urls")),
path("history/", include("history.urls")),
path("search/", include("search.urls")),
]

18
nummi/main/utils.py Normal file
View file

@ -0,0 +1,18 @@
import json
import pathlib
from django.contrib.staticfiles import finders
def get_icons():
with open(finders.find("main/icons/remixicon.glyph.json"), "r") as f:
data = json.load(f)
return [i.removesuffix("-line") for i in data.keys() if i.endswith("-line")]
def pdf_outline_to_str(outline):
return " ".join(
(
dest.title if not isinstance(dest, list) else pdf_outline_to_str(dest)
for dest in outline
)
)

View file

@ -1,5 +1,3 @@
from account.models import Account
from category.models import Category
from django.contrib import messages
from django.contrib.auth import views as auth_views
from django.contrib.auth.mixins import LoginRequiredMixin
@ -9,36 +7,24 @@ from django.utils.translation import gettext as _
from django.views.generic import (
CreateView,
DeleteView,
DetailView,
ListView,
TemplateView,
UpdateView,
)
from history.utils import history
from statement.models import Statement
from transaction.models import Transaction
class IndexView(LoginRequiredMixin, TemplateView):
template_name = "main/index.html"
def get_context_data(self, **kwargs):
_max = 8
_transactions = Transaction.objects.filter(user=self.request.user)
_statements = Statement.objects.filter(user=self.request.user)
res = {
"accounts": Account.objects.filter(user=self.request.user),
"transactions": _transactions[:_max],
"categories": Category.objects.filter(user=self.request.user),
"statements": _statements[:_max],
"history": history(_transactions.exclude(category__budget=False)),
return super().get_context_data(**kwargs) | {
"statements": (
self.request.user.statement_set.exclude(account__archived=True)
.order_by("account__id", "-date")
.distinct("account__id")
)
}
if _transactions.count() > _max:
res["transactions_url"] = reverse_lazy("transactions")
if _statements.count() > _max:
res["statements_url"] = reverse_lazy("statements")
return super().get_context_data(**kwargs) | res
class UserMixin(LoginRequiredMixin):
@ -76,6 +62,10 @@ class NummiUpdateView(UserMixin, UpdateView):
pass
class NummiDetailView(UserMixin, DetailView):
pass
class NummiDeleteView(UserMixin, DeleteView):
template_name = "main/confirm_delete.html"
success_url = reverse_lazy("index")
@ -96,4 +86,4 @@ class LogoutView(auth_views.LogoutView):
class NummiListView(UserMixin, ListView):
paginate_by = 96
pass

View file

@ -22,6 +22,7 @@ if CONFIG_PATH is not None:
# Build paths inside the project like this: BASE_DIR / 'subdir'.
MEDIA_CONF = CONFIG.get("media", {})
STATIC_CONF = CONFIG.get("static", {})
BASE_DIR = Path(__file__).resolve().parent.parent
MEDIA_ROOT = Path(MEDIA_CONF.get("root", "/var/lib/nummi"))
MEDIA_URL = "media/"
@ -124,7 +125,7 @@ USE_TZ = True
# https://docs.djangoproject.com/en/4.0/howto/static-files/
STATIC_URL = "static/"
STATIC_ROOT = "/srv/nummi"
STATIC_ROOT = STATIC_CONF.get("root", "/srv/nummi")
LOGIN_URL = "login"
# Default primary key field type

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-04-22 15:16+0200\n"
"POT-Creation-Date: 2024-01-02 15:52+0100\n"
"PO-Revision-Date: 2023-04-22 15:20+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -18,7 +18,7 @@ msgstr ""
"X-Generator: Poedit 3.2.2\n"
#: .\search\forms.py:7 .\search\templates\search\search.html:6
#: .\search\templates\search\search.html:18
#: .\search\templates\search\search.html:14
#: .\search\templates\search\search_form.html:5
msgid "Search"
msgstr "Rechercher"

View file

@ -3,23 +3,19 @@
{% load main_extras %}
{% load i18n %}
{% block title %}
{% translate "Search" %} Nummi
{% translate "Search" %} Nummi
{% endblock %}
{% 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" />
{{ block.super }}
{% css "main/css/form.css" %}
{% css "main/css/table.css" %}
{% endblock %}
{% block body %}
<h2>{% translate "Search" %}</h2>
{% spaceless %}
<form id="search" method="post">
{% csrf_token %}
{{ form }}
</form>
{% endspaceless %}
<h2>{% translate "Search" %}</h2>
{% spaceless %}
<form id="search" method="post">
{% csrf_token %}
{{ form }}
</form>
{% endspaceless %}
{% endblock %}

View file

@ -1,6 +1,7 @@
{% extends "main/form/form_base.html" %}
{% load i18n %}
{% block buttons %}
<input type="reset" />
<input type="submit" value="{% translate "Search" %}" />
{% endblock %}
<input type="submit" value="{% translate "Search" %}" />
<input type="reset" value="{% translate "Reset" %}" />
<a href="{% url "search" %}">{% translate "Clear" %}</a>
{% endblock buttons %}

View file

@ -0,0 +1,59 @@
{% extends "main/base.html" %}
{% load i18n static %}
{% load main_extras account_extras transaction_extras statement_extras %}
{% block title %}
{% translate "Search" %} Nummi
{% endblock title %}
{% block link %}
{{ block.super }}
{% css "main/css/form.css" %}
{% css "main/css/table.css" %}
{% endblock link %}
{% block body %}
<h2>{% translate "Search" %}</h2>
<form method="post" action="{% url "search" %}">
{% csrf_token %}
{{ form }}
</form>
{% if accounts %}
<section>
<h3>{% translate "Accounts" %}</h3>
<div class="split">{% account_table accounts search=True %}</div>
</section>
{% endif %}
{% if statements %}
<section>
<h3>{% translate "Statements" %}</h3>
{% statement_table statements %}
</section>
{% endif %}
{% if categories %}
<section>
<h3>{% translate "Categories" %}</h3>
<p>
{% for cat in categories %}
<a class="category" href="{{ cat.get_absolute_url }}">{{ cat.icon|remix }}{{ cat }}</a>
{% endfor %}
</p>
</section>
{% endif %}
{% if transactions %}
<section>
<h3>{% translate "Transactions" %}</h3>
{% url_get "transactions" search=search as t_url %}
<p>
<a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "Show all transactions" %}</a>
</p>
{% transaction_table transactions n_max=8 transactions_url=t_url %}
</section>
{% endif %}
{% if invoices %}
<section>
<h3>{% translate "Invoices" %}</h3>
{% invoice_table invoices=invoices %}
</section>
{% endif %}
{% if not accounts and not categories and not transactions and not invoices %}
<p>{% translate "No results found." %}</p>
{% endif %}
{% endblock body %}

View file

@ -1,14 +1,7 @@
from django.contrib.auth.mixins import LoginRequiredMixin
from django.contrib.postgres.search import (
SearchQuery,
SearchRank,
SearchVector,
TrigramSimilarity,
)
from django.db import models
from django.shortcuts import redirect
from django.views.generic import TemplateView
from django.views.generic.edit import FormView
from transaction.views import TransactionListView
from .forms import SearchForm
@ -21,24 +14,19 @@ class SearchFormView(LoginRequiredMixin, FormView):
return redirect("search", search=form.cleaned_data.get("search"))
class SearchView(TransactionListView):
def get_queryset(self):
self.search = self.kwargs["search"]
return (
super()
.get_queryset()
.annotate(
rank=SearchRank(
SearchVector("name", weight="A")
+ SearchVector("description", weight="B")
+ SearchVector("trader", weight="B"),
SearchQuery(self.search, search_type="websearch"),
),
similarity=TrigramSimilarity("name", self.search),
)
.filter(models.Q(rank__gte=0.1) | models.Q(similarity__gte=0.3))
.order_by("-rank", "-date")
)
class SearchView(LoginRequiredMixin, TemplateView):
template_name = "search/search_results.html"
def get_context_data(self, **kwargs):
return super().get_context_data(**kwargs) | {"search": self.kwargs["search"]}
context = super().get_context_data(**kwargs)
_user = self.request.user
context["form"] = SearchForm(initial={"search": self.kwargs["search"]})
context["search"] = self.kwargs["search"]
context["transactions"] = _user.transaction_set.search(self.kwargs["search"])
context["accounts"] = _user.account_set.search(self.kwargs["search"])
context["statements"] = _user.statement_set.search(self.kwargs["search"])
context["categories"] = _user.category_set.search(self.kwargs["search"])
context["invoices"] = _user.invoice_set.search(self.kwargs["search"])[:10]
return context

View file

@ -1,5 +1,8 @@
from account.models import Account
import json
from account.forms import AccountSelect
from django import forms
from django.forms.widgets import Select
from django.utils.translation import gettext_lazy as _
from main.forms import NummiFileInput, NummiForm
from transaction.models import Transaction
@ -13,21 +16,44 @@ class StatementForm(NummiForm):
fields = ["account", "start_date", "date", "start_value", "value", "file"]
widgets = {
"file": NummiFileInput,
"account": AccountSelect,
}
meta_fieldsets = [
[
["account"],
["start_date", "start_value"],
["date", "value"],
["file"],
],
]
def __init__(self, *args, **kwargs):
_user = kwargs.get("user")
_user = kwargs.pop("user")
_disable_account = kwargs.pop("disable_account", False)
super().__init__(*args, **kwargs)
self.fields["account"].queryset = Account.objects.filter(user=_user)
self.fields["account"].queryset = _user.account_set.exclude(archived=True)
self.fields["transactions"] = forms.MultipleChoiceField(
choices=(
((_transaction.id), _transaction)
for _transaction in Transaction.objects.filter(user=_user)
for _transaction in Transaction.objects.filter(
user=_user, statement=None
)
),
label=_("Add transactions"),
required=False,
)
self.fields["account"].widget.attrs |= {
"class": "account",
"data-icons": json.dumps(
{
str(acc.id): acc.icon
for acc in self.fields["account"].queryset.only("id", "icon")
}
),
}
if _disable_account:
self.fields["account"].disabled = True
@ -39,3 +65,7 @@ class StatementForm(NummiForm):
instance.transaction_set.add(*new_transactions, bulk=False)
return instance
class StatementSelect(Select):
template_name = "statement/forms/widgets/statement.html"

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-11-25 12:05+0100\n"
"POT-Creation-Date: 2025-01-04 18:51+0100\n"
"PO-Revision-Date: 2023-04-22 15:22+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -17,7 +17,7 @@ msgstr ""
"Content-Transfer-Encoding: 8bit\n"
"X-Generator: Poedit 3.2.2\n"
#: .\statement\forms.py:28
#: .\statement\forms.py:43
msgid "Add transactions"
msgstr "Ajouter des transactions"
@ -37,36 +37,53 @@ msgstr "Valeur finale"
msgid "Start value"
msgstr "Valeur initiale"
#: .\statement\models.py:29
#: .\statement\templates\statement\statement_table.html:27
msgid "Difference"
msgstr "Différence"
#: .\statement\models.py:36
msgid "Transaction difference"
msgstr "Différence des transactions"
#: .\statement\models.py:42
#: .\statement\models.py:28
msgid "File"
msgstr "Fichier"
#: .\statement\models.py:49
#: .\statement\models.py:35
#, python-format
msgid "%(date)s statement"
msgstr "Relevé du %(date)s"
#: .\statement\models.py:89
#: .\statement\models.py:68
msgid "Statement"
msgstr "Relevé"
#: .\statement\models.py:90
#: .\statement\models.py:69
#: .\statement\templates\statement\statement_list.html:4
#: .\statement\templates\statement\statement_list.html:7
msgid "Statements"
msgstr "Relevés"
#: .\statement\templates\statement\confirm_delete.html:5
msgid "This will delete all transactions in this statement."
msgstr "Ceci va supprimer toutes les transactions de ce relevé."
#: .\statement\templates\statement\statement_detail.html:19
#: .\statement\templates\statement\statement_detail.html:30
msgid "Edit statement"
msgstr "Modifier le relevé"
#: .\statement\templates\statement\statement_detail.html:31
#: .\statement\templates\statement\statement_detail.html:61
msgid "Add transaction"
msgstr "Ajouter une transaction"
#: .\statement\templates\statement\statement_detail.html:57
msgid "Transactions"
msgstr "Transactions"
#: .\statement\templates\statement\statement_detail.html:62
msgid "View all transactions"
msgstr "Afficher toutes les transactions"
#: .\statement\templates\statement\statement_detail.html:67
msgid "Categories"
msgstr "Catégories"
#: .\statement\templates\statement\statement_form.html:4
#: .\statement\templates\statement\statement_table.html:5
#: .\statement\templates\statement\statement_table.html:7
msgid "Create statement"
msgstr "Créer un relevé"
@ -74,34 +91,28 @@ msgstr "Créer un relevé"
msgid "New statement"
msgstr "Nouveau relevé"
#: .\statement\templates\statement\statement_form.html:22
msgid "Categories"
msgstr "Catégories"
#: .\statement\templates\statement\statement_form.html:12
msgid "Back"
msgstr "Retour"
#: .\statement\templates\statement\statement_form.html:24
#: .\statement\templates\statement\statement_table.html:28
msgid "Transactions"
msgstr "Transactions"
#: .\statement\templates\statement\statement_table.html:22
msgid "Date"
msgstr "Date"
#: .\statement\templates\statement\statement_table.html:24
msgid "Account"
msgstr "Compte"
#: .\statement\templates\statement\statement_table.html:26
msgid "Value"
msgstr "Valeur"
#: .\statement\templates\statement\statement_table.html:56
msgid "No statement"
msgstr "Aucun relevé"
#: .\statement\templates\statement\statement_table.html:64
msgid "View all statements"
msgstr "Voir tous les relevés"
#~ msgid "Difference"
#~ msgstr "Différence"
#~ msgid "Transaction difference"
#~ msgstr "Différence des transactions"
#~ msgid "Date"
#~ msgstr "Date"
#~ msgid "Account"
#~ msgstr "Compte"
#~ msgid "Value"
#~ msgstr "Valeur"
#~ msgid "No transaction"
#~ msgstr "Aucune transaction"

View file

@ -0,0 +1,20 @@
# Generated by Django 4.2 on 2025-01-03 13:23
from django.db import migrations
class Migration(migrations.Migration):
dependencies = [
("statement", "0002_alter_statement_table"),
]
operations = [
migrations.RemoveField(
model_name="statement",
name="diff",
),
migrations.RemoveField(
model_name="statement",
name="sum",
),
]

View file

@ -0,0 +1,22 @@
# Generated by Django 4.2.7 on 2025-01-05 17:54
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
("statement", "0003_remove_statement_diff_remove_statement_sum"),
]
operations = [
migrations.AddField(
model_name="statement",
name="metadata",
field=models.TextField(blank=True),
),
migrations.AddField(
model_name="statement",
name="tags",
field=models.TextField(blank=True),
),
]

View file

@ -4,10 +4,20 @@ from uuid import uuid4
from account.models import AccountModel
from django.core.validators import FileExtensionValidator
from django.db import models, transaction
from django.db import models
from django.urls import reverse
from django.utils.translation import gettext_lazy as _
from main.models import NummiQuerySet
from main.utils import pdf_outline_to_str
from media.utils import get_path
from pypdf import PdfReader
class StatementQuerySet(NummiQuerySet):
main_field = "metadata"
fields = {
"tags": "B",
}
class Statement(AccountModel):
@ -22,20 +32,6 @@ class Statement(AccountModel):
start_value = models.DecimalField(
max_digits=12, decimal_places=2, default=0, verbose_name=_("Start value")
)
diff = models.DecimalField(
max_digits=12,
decimal_places=2,
default=0,
verbose_name=_("Difference"),
editable=False,
)
sum = models.DecimalField(
max_digits=12,
decimal_places=2,
default=0,
verbose_name=_("Transaction difference"),
editable=False,
)
file = models.FileField(
upload_to=get_path,
validators=[FileExtensionValidator(["pdf"])],
@ -44,12 +40,13 @@ class Statement(AccountModel):
blank=True,
default="",
)
metadata = models.TextField(blank=True)
tags = models.TextField(blank=True)
objects = StatementQuerySet.as_manager()
def __str__(self):
desc = _("%(date)s statement") % {"date": self.date}
if hasattr(self, "account"):
return f"{desc} {self.account}"
return desc
return _("%(date)s statement") % {"date": self.date}
def save(self, *args, **kwargs):
if Statement.objects.filter(id=self.id).exists():
@ -57,21 +54,39 @@ class Statement(AccountModel):
if _prever.file and _prever.file != self.file:
Path(_prever.file.path).unlink(missing_ok=True)
with transaction.atomic():
for trans in self.transaction_set.all():
trans.save()
if self.file:
reader = PdfReader(self.file)
if reader.metadata:
self.metadata = " ".join(
(
m.replace("\x00", "").strip()
for m in (
reader.metadata.title,
reader.metadata.author,
reader.metadata.subject,
)
if m
)
)
_tags = pdf_outline_to_str(reader.outline)
_tags += " ".join(
(page.extract_text().replace("\x00", "") for page in reader.pages)
)
self.tags = " ".join((tag for tag in _tags.split() if len(tag) >= 3))
self.diff = self.value - self.start_value
self.sum = (
self.transaction_set.aggregate(sum=models.Sum("value")).get("sum", 0) or 0
)
super().save(*args, **kwargs)
def update_sum(self):
self.sum = (
self.transaction_set.aggregate(sum=models.Sum("value")).get("sum", 0) or 0
@property
def sum(self):
return self.transaction_set.aggregate(sum=models.Sum("value", default=0)).get(
"sum"
)
super().save()
@property
def diff(self):
return self.value - self.start_value
def delete(self, *args, **kwargs):
if self.file:

View file

@ -0,0 +1,7 @@
{% extends "main/confirm_delete.html" %}
{% load i18n %}
{% block additionalinfo %}
<p>
{% blocktranslate %}This will delete all transactions in this statement.{% endblocktranslate %}
</p>
{% endblock %}

View file

@ -0,0 +1,11 @@
{% load main_extras %}
{% if widget.attrs.disabled %}
{% for group_name, group_choices, group_index in widget.optgroups %}
{% for option in group_choices %}
{% if option.selected %}
<a href="{% url "statement" statement=option.value %}">{{ "file"|remix }}{{ option.label }}</a>
{% endif %}
{% endfor %}
{% endfor %}
{% endif %}
{% include "django/forms/widgets/select.html" %}

View file

@ -0,0 +1,70 @@
{% extends "main/base.html" %}
{% load i18n main_extras statement_extras transaction_extras category %}
{% block title %}
{{ statement }}
Nummi
{% endblock title %}
{% block link %}
{{ block.super }}
{% css "main/css/form.css" %}
{% css "main/css/table.css" %}
{% css "main/css/plot.css" %}
{% endblock link %}
{% block body %}
<h2>{{ statement }}</h2>
<p>
<a href="{{ account.get_absolute_url }}">{{ account.icon|remix }}{{ account }}</a>
</p>
<p>
<a href="{% url "edit_statement" statement.id %}">{{ "file-edit"|remix }}{% translate "Edit statement" %}</a>
</p>
<div class="statement-details">
{% if statement.sum != statement.diff %}
<span class="incons">
{{ statement.sum|check:statement.diff }}
<span class="ds">
<span class="diff value">{{ statement.diff|pmvalue }}</span>
<span class="sum value">{{ statement.sum|pmvalue }}</span>
</span>
<span class="links">
<a class="edit" href="{% url "edit_statement" statement.id %}">{{ "file-edit"|remix }}{% translate "Edit statement" %}</a>
<a href="{% url "new_transaction" statement=statement.id %}">{{ "add-circle"|remix }}{% translate "Add transaction" %}</a>
</span>
</span>
{% endif %}
{% if statement.file %}
<span class="file">
<a class="title" href="{{ statement.file.url }}">{{ "file"|remix }}{{ statement }} [{{ statement.file|extension }}]</a>
</span>
{% endif %}
<span class="start">
<span class="date">{{ statement.start_date|date:"Y-m-d" }}</span>
<span class="value">{{ statement.start_value|value }}</span>
</span>
<span class="evolution">
<span class="value">{{ statement.sum|pmvalue }}</span>
{{ "funds"|remix }}
{% if statement.diff != statement.sum %}
<span class="value">{{ statement.diff|pmvalue }}</span>
{% endif %}
</span>
<span class="end">
<span class="date">{{ statement.date|date:"Y-m-d" }}</span>
<span class="value">{{ statement.value|value }}</span>
</span>
</div>
<section>
<h3>{% translate "Transactions" %}</h3>
{% url_get "transactions" account=account.id statement=statement.id as t_url %}
<p>
<a class="big-link"
href="{% url "new_transaction" statement=statement.id %}">{{ "add-circle"|remix }}{% translate "Add transaction" %}</a>
<a class="big-link" href="{{ t_url }}">{{ "list-check"|remixnl }}{% translate "View all transactions" %}</a>
</p>
{% transaction_table statement.transaction_set.all n_max=8 transactions_url=t_url %}
</section>
<section>
<h3>{% translate "Categories" %}</h3>
{% category_plot transactions statement=object %}
</section>
{% endblock body %}

View file

@ -1,27 +1,15 @@
{% extends "main/form/base.html" %}
{% load i18n main_extras category %}
{% load i18n main_extras statement_extras category %}
{% block title_new %}
{% translate "Create statement" %}
{% translate "Create statement" %}
{% endblock %}
{% block h2_new %}
{% translate "New statement" %}
{% endblock %}
{% block h2 %}
{{ form.instance.sum|check:form.instance.diff }}
{{ form.instance }}
{% translate "New statement" %}
{% endblock %}
{% block pre %}
{% if account %}
<p>
<a href="{{ account.get_absolute_url }}">{{ account.icon|remix }}{{ account }}</a>
</p>
{% endif %}
{% endblock %}
{% block tables %}
{% if not form.instance|adding %}
<h3>{% translate "Categories" %}</h3>
{% category_plot transactions %}
<h3>{% translate "Transactions" %} ({{ form.instance.sum|pmvalue }} / {{ form.instance.diff|pmvalue }})</h3>
{% include "transaction/transaction_table.html" %}
{% endif %}
{% if not instance|adding %}
<p>
<a href="{{ instance.get_absolute_url }}">{{ "arrow-go-back"|remix }}{% translate "Back" %}</a>
</p>
{% endif %}
{% endblock %}

View file

@ -1,11 +1,12 @@
{% extends "main/list.html" %}
{% load i18n %}
{% load i18n statement_extras %}
{% block name %}
{% translate "Statements" %}
{% endblock %}
{% translate "Statements" %}
{% endblock name %}
{% block h2 %}
{% translate "Statements" %}
{% endblock %}
{% translate "Statements" %}
{% endblock h2 %}
{% block table %}
{% include "statement/statement_table.html" %}
{% endblock %}
{% url "new_statement" as ns_url %}
{% statement_table statements new_statement_url=ns_url %}
{% endblock table %}

View file

@ -1,66 +1,33 @@
{% load main_extras %}
{% load i18n %}
{% if new_statement_url %}
<p>
<a href="{{ new_statement_url }}">{% translate "Create statement" %}</a>
</p>
{% endif %}
<div id="statements" class="table">
<table class="full-width {% if statements_url %}more{% endif %}">
<colgroup>
<col class="icon" span="2">
<col class="date">
{% if not account %}
<col class="icon">
<col class="desc">
{% endif %}
<col class="value" span="3">
</colgroup>
<thead>
<th>{{ "check"|remix }}</th>
<th>{{ "attachment"|remix }}</th>
<th>{% translate "Date" %}</th>
{% if not account %}
<th colspan="2">{% translate "Account" %}</th>
{% endif %}
<th>{% translate "Value" %}</th>
<th>{% translate "Difference" %}</th>
<th>{% translate "Transactions" %}</th>
</thead>
<tbody>
{% for snap in statements %}
<tr>
{% if snap.sum == snap.diff %}
<td class="c green">{{ "check"|remix }}</td>
{% else %}
<td class="c red">{{ "close"|remix }}</td>
{% endif %}
<td class="c">
{% if snap.file %}<a href="{{ snap.file.url }}">{{ "attachment"|remix }}</a>{% endif %}
</td>
<th class="date" scope="row">
<a href="{{ snap.get_absolute_url }}">{{ snap.date|date:"Y-m-d" }}</a>
</th>
{% if not account %}
<td class="r">{{ snap.account.icon|remix }}</td>
<td>
<a href="{{ snap.account.get_absolute_url }}">{{ snap.account }}</a>
</td>
{% endif %}
<td class="value">{{ snap.value|value }}</td>
<td class="value">{{ snap.diff|pmvalue }}</td>
<td class="value">{{ snap.sum|pmvalue }}</td>
</tr>
{% empty %}
<tr>
<td class="empty" colspan="{% if account %}6{% else %}8{% endif %}">{% translate "No statement" %}</td>
</tr>
{% endfor %}
</tbody>
</table>
{% load i18n main_extras statement_extras %}
<div id="statements">
<ul class="statements">
{% if new_statement_url %}
<li class="new">
<span>
<a href="{{ new_statement_url }}">{{ "file-add"|remix }}{% translate "Create statement" %}</a>
</span>
</li>
{% endif %}
{% for sta in statements %}
<li>
<a href="{{ sta.get_absolute_url }}" class="date"><span>{{ sta.date|date:"d" }}</span>
<span>{{ sta.date|date:"M y" }}</span></a>
<span class="value"><span>{{ sta.value|value }}</span>
<span>{{ sta.diff|pmvalue }}</span></span>
{% if not account %}
<span class="account">
<a href="{{ sta.account.get_absolute_url }}">{{ sta.account.icon|remix }}{{ sta.account }}</a>
</span>
{% endif %}
<span class="icon">{{ sta.sum|check:sta.diff }}</span>
</li>
{% endfor %}
{% if statements_url %}
<li class="more">
<span>
<a href="{{ statements_url }}">{{ "gallery-view"|remixnl }}{% translate "View all statements" %}</a>
</span>
</li>
{% endif %}
</ul>
</div>
{% if statements_url %}
<p>
<a href="{{ statements_url }}">{% translate "View all statements" %}</a>
</p>
{% endif %}

View file

@ -0,0 +1,26 @@
from django import template
from main.templatetags.main_extras import remix
register = template.Library()
@register.filter
def check(s, diff):
if s is None:
s = 0
if s == diff:
return remix("check", "green")
else:
return remix("close", "red")
@register.inclusion_tag("statement/statement_table.html")
def statement_table(statements, **kwargs):
if (n_max := kwargs.get("n_max")) is not None:
if statements.count() <= n_max:
del kwargs["statements_url"]
statements = statements[:n_max]
return kwargs | {
"statements": statements,
}

View file

@ -6,7 +6,10 @@ from . import views
urlpatterns = [
path("list", views.StatementListView.as_view(), name="statements"),
path("new", views.StatementCreateView.as_view(), name="new_statement"),
path("<statement>", views.StatementUpdateView.as_view(), name="statement"),
path("<statement>", views.StatementDetailView.as_view(), name="statement"),
path(
"<statement>/edit", views.StatementUpdateView.as_view(), name="edit_statement"
),
path(
"<statement>/transaction/list",
views.StatementTListView.as_view(),

View file

@ -1,7 +1,13 @@
from account.models import Account
from django.shortcuts import get_object_or_404
from django.urls import reverse_lazy
from main.views import NummiCreateView, NummiDeleteView, NummiListView, NummiUpdateView
from main.views import (
NummiCreateView,
NummiDeleteView,
NummiDetailView,
NummiListView,
NummiUpdateView,
)
from transaction.views import TransactionListView
from .forms import StatementForm
@ -52,13 +58,33 @@ class StatementUpdateView(NummiUpdateView):
class StatementDeleteView(NummiDeleteView):
template_name = "statement/confirm_delete.html"
model = Statement
pk_url_kwarg = "statement"
class StatementDetailView(NummiDetailView):
model = Statement
pk_url_kwarg = "statement"
context_object_name = "statement"
def get_context_data(self, **kwargs):
data = super().get_context_data(**kwargs)
statement = data.get("statement")
return data | {
"account": statement.account,
"new_transaction_url": reverse_lazy(
"new_transaction", kwargs={"statement": statement.pk}
),
"transactions": statement.transaction_set.all(),
}
class StatementListView(NummiListView):
model = Statement
context_object_name = "statements"
paginate_by = 32
class StatementMixin:

View file

@ -1,8 +1,14 @@
from category.models import Category
from main.forms import NummiFileInput, NummiForm
from statement.models import Statement
import json
from account.forms import AccountSelect
from category.forms import CategorySelect
from django import forms
from django.utils.translation import gettext_lazy as _
from main.forms import DatalistInput, NummiFileInput, NummiForm
from statement.forms import StatementSelect
from .models import Invoice, Transaction
from .utils import get_datalist
class TransactionForm(NummiForm):
@ -19,15 +25,87 @@ class TransactionForm(NummiForm):
"payment",
"description",
]
widgets = {
"statement": StatementSelect(),
"category": CategorySelect(),
"name": DatalistInput(),
"trader": DatalistInput(),
"payment": DatalistInput(),
}
meta_fieldsets = [
[
["statement"],
["name"],
["value"],
[
"date",
"real_date",
],
["category"],
["trader", "payment"],
],
[["description"]],
]
def __init__(self, *args, **kwargs):
_user = kwargs.get("user")
_user = kwargs.pop("user")
_disable_statement = kwargs.pop("disable_statement", False)
_autocomplete = kwargs.pop("autocomplete", False)
super().__init__(*args, **kwargs)
self.fields["category"].queryset = Category.objects.filter(user=_user)
self.fields["statement"].queryset = Statement.objects.filter(user=_user)
self.fields["category"].queryset = self.fields["category"].queryset.filter(
user=_user
)
self.fields["statement"].queryset = self.fields["statement"].queryset.filter(
user=_user
)
self.fields["name"].widget.options = get_datalist(_user, "name")
self.fields["trader"].widget.options = get_datalist(_user, "trader")
self.fields["payment"].widget.options = get_datalist(_user, "payment")
self.fields["category"].widget.attrs |= {
"class": "category",
"data-icons": json.dumps(
{
str(cat.id): cat.icon
for cat in self.fields["category"].queryset.only("id", "icon")
}
),
}
if _autocomplete:
self.autocomplete = {
"field": "name",
"data": {
t.name: [
{
"field": "value",
"value": t.value,
},
{
"field": "category",
"value": t.category.id if t.category else "",
},
{
"field": "trader",
"value": t.trader,
},
{
"field": "payment",
"value": t.payment,
},
]
for t in _user.transaction_set.order_by("name", "-date").distinct(
"name"
)
},
}
if _disable_statement:
self.fields["statement"].disabled = True
self.fields["statement"].widget.attrs["hidden"] = True
class InvoiceForm(NummiForm):
@ -42,3 +120,98 @@ class InvoiceForm(NummiForm):
widgets = {
"file": NummiFileInput,
}
class MultipleFileInput(forms.ClearableFileInput):
allow_multiple_selected = True
class MultipleFileField(forms.FileField):
def __init__(self, *args, **kwargs):
kwargs.setdefault("widget", MultipleFileInput())
super().__init__(*args, **kwargs)
def clean(self, data, initial=None):
single_file_clean = super().clean
if isinstance(data, (list, tuple)):
result = [single_file_clean(d, initial) for d in data]
else:
result = single_file_clean(data, initial)
return result
class MultipleInvoicesForm(forms.Form):
prefix = "invoices"
invoices = MultipleFileField()
class DateInput(forms.DateInput):
input_type = "date"
def __init__(self, attrs=None):
super().__init__(attrs)
self.format = "%Y-%m-%d"
class DateField(forms.DateField):
def __init__(self, *args, **kwargs):
kwargs.setdefault("widget", DateInput())
super().__init__(*args, **kwargs)
class TransactionFiltersForm(forms.Form):
start_date = DateField(required=False)
end_date = DateField(required=False)
category = forms.ModelChoiceField(
queryset=None, required=False, widget=CategorySelect()
)
account = forms.ModelChoiceField(
queryset=None, required=False, widget=AccountSelect()
)
statement = forms.ModelChoiceField(queryset=None, required=False)
search = forms.CharField(label=_("Search"), required=False)
sort_by = forms.ChoiceField(
label=_("Sort by"),
choices=[
("", _("Default")),
("date", _("Date +")),
("-date", _("Date -")),
("value", _("Value +")),
("-value", _("Value -")),
],
required=False,
)
def __init__(self, *args, **kwargs):
_user = kwargs.pop("user")
super().__init__(*args, **kwargs)
self.fields["category"].queryset = _user.category_set
self.fields["account"].queryset = _user.account_set
if acc_id := kwargs.get("initial", {}).get("account"):
self.fields["statement"].queryset = (
self.fields["account"].queryset.get(id=acc_id).statement_set
)
else:
self.fields["statement"].queryset = _user.statement_set.none()
self.fields["statement"].disabled = True
self.fields["category"].widget.attrs |= {
"class": "category",
"data-icons": json.dumps(
{
str(cat.id): cat.icon
for cat in self.fields["category"].queryset.only("id", "icon")
}
),
}
self.fields["account"].widget.attrs |= {
"class": "account",
"data-icons": json.dumps(
{
str(acc.id): acc.icon
for acc in self.fields["account"].queryset.only("id", "icon")
}
),
}

View file

@ -7,7 +7,7 @@ msgid ""
msgstr ""
"Project-Id-Version: \n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-11-25 12:05+0100\n"
"POT-Creation-Date: 2025-01-04 18:51+0100\n"
"PO-Revision-Date: 2023-04-23 08:03+0200\n"
"Last-Translator: Edgar P. Burkhart <traduction@edgarpierre.fr>\n"
"Language-Team: \n"
@ -17,103 +17,152 @@ msgstr ""
"Content-Transfer-Encoding: 8bit\n"
"X-Generator: Poedit 3.2.2\n"
#: .\transaction\models.py:19 .\transaction\models.py:82
#: .\transaction\forms.py:175
msgid "Search"
msgstr "Rechercher"
#: .\transaction\forms.py:177
msgid "Sort by"
msgstr "Trier par"
#: .\transaction\forms.py:179
msgid "Default"
msgstr "Défaut"
#: .\transaction\forms.py:180
msgid "Date +"
msgstr "Date +"
#: .\transaction\forms.py:181
msgid "Date -"
msgstr "Date -"
#: .\transaction\forms.py:182
msgid "Value +"
msgstr "Valeur +"
#: .\transaction\forms.py:183
msgid "Value -"
msgstr "Valeur -"
#: .\transaction\models.py:18 .\transaction\models.py:63
msgid "Transaction"
msgstr "Transaction"
#: .\transaction\models.py:19 .\transaction\models.py:89
#: .\transaction\templates\transaction\invoice_table.html:9
#: .\transaction\templates\transaction\transaction_table.html:28
#: .\transaction\models.py:18 .\transaction\models.py:70
#: .\transaction\templates\transaction\transaction_table.html:19
msgid "Name"
msgstr "Nom"
#: .\transaction\models.py:21
#: .\transaction\models.py:20
msgid "Description"
msgstr "Description"
#: .\transaction\models.py:23
#: .\transaction\templates\transaction\transaction_table.html:29
#: .\transaction\models.py:22
msgid "Value"
msgstr "Valeur"
#: .\transaction\models.py:25
#: .\transaction\templates\transaction\transaction_table.html:27
#: .\transaction\models.py:24
#: .\transaction\templates\transaction\transaction_table.html:18
msgid "Date"
msgstr "Date"
#: .\transaction\models.py:26
#: .\transaction\models.py:25
msgid "Real date"
msgstr "Date réelle"
#: .\transaction\models.py:28
#: .\transaction\templates\transaction\transaction_table.html:30
#: .\transaction\models.py:27
#: .\transaction\templates\transaction\transaction_table.html:22
msgid "Trader"
msgstr "Commerçant"
#: .\transaction\models.py:31
#: .\transaction\models.py:30
msgid "Payment"
msgstr "Paiement"
#: .\transaction\models.py:38
#: .\transaction\templates\transaction\transaction_table.html:32
#: .\transaction\models.py:37
#: .\transaction\templates\transaction\transaction_table.html:24
msgid "Category"
msgstr "Catégorie"
#: .\transaction\models.py:43
#: .\transaction\models.py:44
msgid "Statement"
msgstr "Relevé"
#: .\transaction\models.py:48
#: .\transaction\templates\transaction\transaction_table.html:35
msgid "Account"
msgstr "Compte"
#: .\transaction\models.py:83
#: .\transaction\templates\transaction\transaction_archive_month.html:11
#: .\transaction\models.py:64
#: .\transaction\templates\transaction\transaction_archive_month.html:25
#: .\transaction\templates\transaction\transaction_archive_year.html:31
#: .\transaction\templates\transaction\transaction_list.html:4
#: .\transaction\templates\transaction\transaction_list.html:7
#: .\transaction\templates\transaction\transaction_list.html:11
msgid "Transactions"
msgstr "Transactions"
#: .\transaction\models.py:89 .\transaction\models.py:122
#: .\transaction\models.py:70 .\transaction\models.py:103
msgid "Invoice"
msgstr "Facture"
#: .\transaction\models.py:94
#: .\transaction\templates\transaction\invoice_table.html:10
#: .\transaction\templates\transaction\invoice_table.html:20
#: .\transaction\models.py:75
msgid "File"
msgstr "Fichier"
#: .\transaction\models.py:123
#: .\transaction\templates\transaction\transaction_form.html:19
#: .\transaction\models.py:104
#: .\transaction\templates\transaction\transaction_detail.html:46
msgid "Invoices"
msgstr "Factures"
#: .\transaction\templates\transaction\invoice_form.html:4
#: .\transaction\templates\transaction\invoice_table.html:35
msgid "Create invoice"
msgstr "Créer une facture"
#: .\transaction\templates\transaction\invoice_form.html:7
#: .\transaction\templates\transaction\invoice_table.html:12
msgid "New invoice"
msgstr "Nouvelle facture"
#: .\transaction\templates\transaction\invoice_table.html:11
#: .\transaction\templates\transaction\invoice_table.html:23
msgid "Delete"
msgstr "Supprimer"
#: .\transaction\templates\transaction\invoice_table.html:7
msgid "Edit"
msgstr "Modifier"
#: .\transaction\templates\transaction\invoice_table.html:28
msgid "No invoice"
msgstr "Aucune facture"
#: .\transaction\templates\transaction\transaction_archive_month.html:13
#: .\transaction\templates\transaction\transaction_archive_year.html:13
#: .\transaction\templates\transaction\transaction_form.html:18
msgid "Back"
msgstr "Retour"
#: .\transaction\templates\transaction\transaction_archive_month.html:14
#: .\transaction\templates\transaction\transaction_archive_month.html:20
#: .\transaction\templates\transaction\transaction_archive_year.html:26
msgid "Categories"
msgstr "Catégories"
#: .\transaction\templates\transaction\transaction_archive_year.html:20
msgid "History"
msgstr "Historique"
#: .\transaction\templates\transaction\transaction_detail.html:39
msgid "Edit transaction"
msgstr "Modifier la transaction"
#: .\transaction\templates\transaction\transaction_detail.html:57
msgid "Add invoice"
msgstr "Ajouter une facture"
#: .\transaction\templates\transaction\transaction_filters.html:3
msgid "Filters"
msgstr "Filtres"
#: .\transaction\templates\transaction\transaction_filters.html:12
msgid "Filter"
msgstr "Filtrer"
#: .\transaction\templates\transaction\transaction_filters.html:13
msgid "Reset"
msgstr "Réinitialiser"
#: .\transaction\templates\transaction\transaction_filters.html:15
msgid "Clear"
msgstr "Effacer"
#: .\transaction\templates\transaction\transaction_form.html:5
#: .\transaction\templates\transaction\transaction_table.html:5
msgid "Create transaction"
msgstr "Créer une transaction"
@ -121,10 +170,33 @@ msgstr "Créer une transaction"
msgid "New transaction"
msgstr "Nouvelle transaction"
#: .\transaction\templates\transaction\transaction_table.html:71
#: .\transaction\templates\transaction\transaction_list.html:15
msgid "Add transaction"
msgstr "Ajouter une transaction"
#: .\transaction\templates\transaction\transaction_table.html:20
msgid "Expenses"
msgstr "Dépenses"
#: .\transaction\templates\transaction\transaction_table.html:21
msgid "Income"
msgstr "Recettes"
#: .\transaction\templates\transaction\transaction_table.html:27
msgid "Account"
msgstr "Compte"
#: .\transaction\templates\transaction\transaction_table.html:74
msgid "No transaction"
msgstr "Aucune transaction"
#: .\transaction\templates\transaction\transaction_table.html:80
#: .\transaction\templates\transaction\transaction_table.html:82
msgid "View all transactions"
msgstr "Voir toutes les transactions"
#: .\transaction\views.py:101
msgid "Error processing file"
msgstr "Erreur lors du traitement du fichier"
#~ msgid "Delete"
#~ msgstr "Supprimer"

View file

@ -0,0 +1,38 @@
# Generated by Django 4.2 on 2024-12-30 15:29
import django.db.models.deletion
from django.db import migrations, models
class Migration(migrations.Migration):
dependencies = [
("statement", "0002_alter_statement_table"),
("account", "0003_account_archived"),
("transaction", "0002_alter_invoice_table_alter_transaction_table"),
]
operations = [
migrations.AlterField(
model_name="transaction",
name="account",
field=models.ForeignKey(
blank=True,
editable=False,
null=True,
on_delete=django.db.models.deletion.CASCADE,
to="account.account",
verbose_name="Account",
),
),
migrations.AlterField(
model_name="transaction",
name="statement",
field=models.ForeignKey(
blank=True,
null=True,
on_delete=django.db.models.deletion.CASCADE,
to="statement.statement",
verbose_name="Statement",
),
),
]

View file

@ -0,0 +1,16 @@
# Generated by Django 4.2 on 2025-01-02 13:03
from django.db import migrations
class Migration(migrations.Migration):
dependencies = [
("transaction", "0003_alter_transaction_account_and_more"),
]
operations = [
migrations.RemoveField(
model_name="transaction",
name="account",
),
]

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