class GenericBestBuyForm(BestBuyForm):
"""
Easy Access, Notice Accounts, Over 50s
"""
monthly_deposit = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text'}),
required=False,
initial=Decimal('0.00'))
tax_rate = forms.ChoiceField(choices=ACCOUNT_TYPE_CHOICES, required=False)
def clean(self):
"""
At least the initial deposity or the monthly deposit have to have a value
"""
super(GenericBestBuyForm, self).clean()
data = self.cleaned_data
monthly = data.get('monthly_deposit', 0)
initial = data.get('initial_deposit', 0)
if monthly in EMPTY_VALUES:
data['monthly_deposit'] = 0
if initial in EMPTY_VALUES:
data['initial_deposit'] = 0
if monthly <= 0 and initial <= 0:
self._errors["initial_deposit"] = self.error_class(
["Please enter a monthly or initial deposit"])
raise forms.ValidationError(
"Please enter a value for the Best Buy Tool")
return data
class AddFixedProductForm(forms.Form):
formattrs = {
'required': '',
'class': 'email',
'placeholder': 'Enter your email address'
}
email = forms.EmailField(
widget=Html5EmailInput(attrs=dict(formattrs, maxlength=75)),
label="Email",
required=True)
fixed_provider = forms.ModelChoiceField(
Provider.objects.all(),
empty_label='Select provider',
widget=forms.Select(
attrs={'class': 'required number fixedproviderselect'}),
label="Provider")
account_type = forms.ChoiceField(
choices=_get_fixed_bestbuys(),
widget=forms.Select(attrs={'class': 'required number account-type'}))
balance = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text commaNumber'}), initial=1)
rate = forms.DecimalField(
widget=CurrencyInput(attrs={'class': 'text commaNumber'}),
initial=0,
max_digits=3,
decimal_places=2)
maturity_date = forms.DateField(widget=MonthYearWidget(
attrs={
'class': 'number datefield',
'min': '1'
},
years=_get_maturity_years()),
required=True)
def __init__(self, *args, **kwargs):
super(AddFixedProductForm, self).__init__(*args, **kwargs)
self.helper = FormHelper()
self.helper.field_class = 'col-lg-8'
self.helper.label_class = 'col-lg-4'
self.helper.form_class = 'form-horizontal'
self.helper.form_tag = False
self.helper.add_input(Submit(name='add_product', value='Add Product'))
def clean(self):
return self.cleaned_data
class AddFixedProductForm(forms.Form):
fixed_provider = forms.ModelChoiceField(
queryset=Provider.objects.all(),
empty_label='Select provider',
widget=ModelSelect2Widget(attrs={
'class': 'required number fixedproviderselect',
'style': 'width:100%!important;'
},
search_fields=['title']),
label="Provider",
required=True)
account_type = forms.ChoiceField(
choices=_get_fixed_bestbuys(),
widget=forms.Select(
attrs={
'class': 'required number account-type form-control',
'min': '1',
'style': 'width:100%!important;',
'required': True
}),
required=True)
balance = CurrencyField(widget=CurrencyInput(
attrs={
'class': 'text commaNumber form-control',
'style': 'width:100%!important;',
'required': True
}),
initial=1,
required=True)
rate = forms.DecimalField(widget=forms.NumberInput(attrs={
'class': 'form-control',
'required': True
}),
max_digits=3,
decimal_places=2,
initial=0,
required=True)
maturity_date = forms.DateField(widget=MonthYearWidget(
attrs={
'class': 'number datestyle form-control',
'min': '1',
'required': True
},
years=_get_maturity_years()),
required=True)
def clean(self):
return self.cleaned_data
def __init__(self, *args, **kwargs):
super(AddFixedProductForm, self).__init__(*args, **kwargs)
self.helper = FormHelper()
self.helper.form_tag = False
self.helper.layout = Layout(
u'fixed_provider', u'account_type',
PrependedText(u'balance', u'£', placeholder=1), u'rate',
u'maturity_date')
class BestBuyForm(forms.Form):
initial_deposit = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text'}),
required=False,
initial=Decimal('0.00'))
def __init__(self, *args, **kwargs):
super(BestBuyForm, self).__init__(*args, **kwargs)
self.is_over_threshold = False
def clean(self):
data = self.cleaned_data
initial_deposit = data.get('initial_deposit', 0)
self.is_over_threshold = initial_deposit > BESTBUY_THRESHOLD
return data
class HealthcheckSignUpForm(SignUpForm):
first_name = forms.CharField(widget=forms.TextInput(attrs={'class': 'required form-control', 'max_length': 100}))
surname = forms.CharField(widget=forms.TextInput(attrs={'class': 'required form-control', 'max_length': 100}))
password = forms.CharField(widget=forms.PasswordInput(attrs={'class': 'text required form-control'}), required=True)
telephone = forms.CharField(widget=forms.TextInput(attrs={'class': 'form-control', 'max_length': 100}),
required=False)
provider = forms.ModelChoiceField(queryset=Provider.objects.all(), empty_label='Select provider', required=False,
widget=ModelSelect2Widget(
attrs={'class': 'number providerselect', 'style': 'width:100%!important;'}))
balance = CurrencyField(widget=CurrencyInput(
attrs={'class': 'commaNumber balanceinput form-control', 'style': 'width:100%!important;'}), required=False,
initial=1)
product = forms.IntegerField(
widget=Select2Widget(attrs={'class': 'text productselect', 'min': '1', 'style': 'width:100%!important;'}),
required=False)
opening_date = forms.DateField(
widget=MonthYearWidget(attrs={'class': 'datestyle number', 'min': '1'}, years=_get_opening_years()),
required=False)
extra_field_count = forms.CharField(widget=forms.HiddenInput())
maturity_date = forms.DateField(
widget=MonthYearWidget(attrs={'class': 'datestyle number', 'min': '1'}, years=_get_maturity_years()),
required=False)
account_type = forms.ChoiceField(
widget=Select2Widget(attrs={'class': 'accounttype number', 'style': 'width:100%!important;'}),
choices=_get_fixed_bestbuys(), required=False)
is_fixed = forms.BooleanField(widget=forms.HiddenInput(attrs={'class': 'fixedindicator'}), required=False)
def __init__(self, *args, **kwargs):
extra_fields = kwargs.pop('extra', 0)
super(HealthcheckSignUpForm, self).__init__(*args, **kwargs)
self.fields['extra_field_count'].initial = extra_fields
for index in xrange(int(extra_fields)):
self.fields['provider_field_%i' % index] = forms.IntegerField(required=False)
self.fields['balance_field_%i' % index] = CurrencyField(
widget=CurrencyInput(attrs={'class': 'commaNumber balanceinput form-control'}), required=False,
initial=1)
self.fields['product_field_%i' % index] = forms.IntegerField(required=False)
self.fields['opening_date_month_field_%i' % index] = forms.IntegerField(required=False)
self.fields['opening_date_year_field_%i' % index] = forms.IntegerField(required=False)
self.fields['maturity_date_month_field_%i' % index] = forms.IntegerField(required=False)
self.fields['maturity_date_year_field_%i' % index] = forms.IntegerField(required=False)
self.fields['account_type_field_%i' % index] = forms.IntegerField(required=False)
self.fields['is_fixed_field_%i' % index] = forms.BooleanField(required=False)
self.helper = FormHelper()
def clean(self):
return self.cleaned_data
def __init__(self, *args, **kwargs):
extra_fields = kwargs.pop('extra', 0)
super(HealthcheckSignUpForm, self).__init__(*args, **kwargs)
self.fields['extra_field_count'].initial = extra_fields
for index in xrange(int(extra_fields)):
self.fields['provider_field_%i' % index] = forms.IntegerField(required=False)
self.fields['balance_field_%i' % index] = CurrencyField(
widget=CurrencyInput(attrs={'class': 'commaNumber balanceinput form-control'}), required=False,
initial=1)
self.fields['product_field_%i' % index] = forms.IntegerField(required=False)
self.fields['opening_date_month_field_%i' % index] = forms.IntegerField(required=False)
self.fields['opening_date_year_field_%i' % index] = forms.IntegerField(required=False)
self.fields['maturity_date_month_field_%i' % index] = forms.IntegerField(required=False)
self.fields['maturity_date_year_field_%i' % index] = forms.IntegerField(required=False)
self.fields['account_type_field_%i' % index] = forms.IntegerField(required=False)
self.fields['is_fixed_field_%i' % index] = forms.BooleanField(required=False)
self.helper = FormHelper()
class PortfolioEditForm(forms.Form):
id = forms.IntegerField(
widget=forms.HiddenInput(attrs={'class': 'portfolioeditid'}),
required=True)
balance = CurrencyField(widget=CurrencyInput(
attrs={
'class': 'commaNumber minComma editbalance form-control',
'min': 1
}))
def clean(self):
balance = self.cleaned_data.get('balance', False)
if balance < 1:
return False
return self.cleaned_data
def __init__(self):
super(PortfolioEditForm, self).__init__()
self.form_helper = FormHelper()
self.form_helper.form_tag = False
self.form_helper.layout = Layout('id', PrependedText('balance', '£'))
class AddProductsForm(forms.Form):
formattrs = {
'required': '',
'class': 'email',
'placeholder': 'Enter your email address'
}
email = forms.EmailField(
widget=Html5EmailInput(attrs=dict(formattrs, maxlength=75)),
label="Email")
provider = forms.ModelChoiceField(
Provider.objects.all(),
empty_label='Select provider',
widget=forms.Select(attrs={'class': 'required number providerselect'}))
balance = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text commaNumber balanceinput'}),
initial=1)
product = forms.IntegerField(widget=forms.Select(attrs={
'class': 'text productselect',
'min': '1'
}),
required=False)
opening_date = forms.DateField(widget=MonthYearWidget(
attrs={'class': 'number datefield'}, years=_get_years()),
required=False)
def __init__(self, *args, **kwargs):
super(AddProductsForm, self).__init__(*args, **kwargs)
self.helper = FormHelper()
self.helper.field_class = 'col-lg-8'
self.helper.label_class = 'col-lg-4'
self.helper.form_class = 'form-horizontal'
self.helper.form_tag = False
self.helper.add_input(Submit(name='add_product', value='Add Product'))
def clean(self):
return self.cleaned_data
class RateTrackerForm(forms.Form):
""" When the user is searching if they specify a Fixed Rate Bond type,
the Account Name is not applicable and not required.
"""
provider = forms.ModelChoiceField(
Provider.objects.all().exclude(
title="Kent Reliance Building Society").exclude(
title="Sainsbury's Finance"),
empty_label='Provider',
widget=forms.Select(attrs={'class': 'required number'}))
account_type = forms.ChoiceField(
widget=forms.Select(attrs={'class': 'required number'}),
choices=_get_rt_account_type_choices())
balance = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text required commaNumber'}),
initial=Decimal('1'))
product = forms.IntegerField(
widget=forms.TextInput(attrs={'class': 'text required'}),
required=False)
maturity_date = forms.DateField(widget=MonthYearWidget(
years=_get_maturity_years(), attrs={'min': '1'}),
required=False)
def __init__(self, *args, **kwargs):
super(RateTrackerForm, self).__init__(*args, **kwargs)
self.set_reminder = False
self.high_balance = False
def in_bestbuy_list(self, account_type):
for val in get_maturity_based_bestbuys().values('id'):
if account_type == val['id']:
return True
return False
def clean(self):
super(RateTrackerForm, self).clean()
data = self.cleaned_data
account_type = data.get('account_type', None)
balance = data.get('balance', None)
if account_type in EMPTY_VALUES:
self.errors['account_type'] = 'Please enter an account type'
return
if self.in_bestbuy_list(int(account_type)):
# Maturity date is a required field
self.set_reminder = True
maturity_date = data.get('maturity_date', None)
if maturity_date in EMPTY_VALUES:
self.errors['maturity_date'] = 'Please enter a maturity date'
else:
today = datetime.datetime.date(datetime.datetime.now())
if maturity_date < today:
self.errors[
'maturity_date'] = 'Please enter a maturity date in the future'
else:
# we need either product or maturity date to be populated
product = data.get('product', None)
if product in EMPTY_VALUES:
self.errors['product'] = 'Please choose an Account Name'
if balance in EMPTY_VALUES or balance <= 0:
self.errors['balance'] = 'Please enter your balance'
return data
class TIMFixedRegistrationForm(forms.Form):
""" When the user is searching if they specify a Fixed Rate Bond type,
the Account Name is not applicable and not required.
"""
attrs_dict = {'required': ''}
provider = forms.ModelChoiceField(
Provider.objects.all().exclude(
title="Kent Reliance Building Society").exclude(
title="Sainsbury's Finance"),
empty_label='Provider',
widget=forms.Select(attrs={'class': 'number'}),
required=False)
account_type = forms.ChoiceField(
widget=forms.Select(attrs={'class': 'number'}),
choices=_get_rt_account_type_choices(),
required=False)
balance = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text commaNumber'}),
initial=Decimal('1'),
required=False)
maturity_date = forms.DateField(widget=MonthYearWidget(
years=_get_maturity_years(), attrs={'min': '1'}),
required=False)
email = forms.EmailField(
widget=forms.TextInput(attrs={'class': 'required email'}),
required=True)
password1 = forms.CharField(widget=forms.PasswordInput(attrs=attrs_dict,
render_value=False),
label="Password")
first_name = forms.CharField(
widget=forms.TextInput(attrs={'class': 'required'}), max_length=100)
surname = forms.CharField(
widget=forms.TextInput(attrs={'class': 'required'}), max_length=100)
newsletter = forms.BooleanField(
label="I would like to receive the Savings Champion newsletter",
required=False,
initial=True)
ratealerts = forms.BooleanField(
label="I would like to receive the Savings Champion Rate Alerts email",
required=False,
initial=True)
source = forms.CharField(required=False, widget=forms.HiddenInput())
username = forms.CharField(label="Username",
max_length=30,
min_length=6,
widget=forms.HiddenInput(),
required=False)
helper = FormHelper()
helper.add_input(
Submit('Submit',
'Submit',
src=static('img/register.png'),
type='image'))
def __init__(self, *args, **kwargs):
super(TIMFixedRegistrationForm, self).__init__(*args, **kwargs)
self.helper.form_action = reverse('tim_fixed_register')
def clean_username(self):
return MakeUsername()
def save(self, request):
email = self.cleaned_data('email')
user, user_created, record_stats = create_stage_one_profile(
request, email=email, source=self.cleaned_data.get('source'))
tim_signup, _ = TiMSignups.objects.get_or_create(email=user.email)
user.profile.newsletter = self.cleaned_data.get('newsletter', False)
user.profile.ratealerts = self.cleaned_data.get('ratealerts', False)
if RateAlertsSignup.objects.filter(email=user.email).exists():
user.profile.ratealerts = True
if NewsletterSignup.objects.filter(email=user.email).exists():
user.profile.newsletter = True
user.profile.is_synched = False
user.profile.skeleton_user = False
user.profile.save()
# add the fixed rate product
provider = request.POST['provider']
balance = request.POST['balance']
account_type = request.POST['account_type']
if account_type != '' and provider != '' and balance != '':
bestbuy = BestBuy.objects.get(id=account_type)
reminder = RatetrackerReminder()
reminder.user = user
reminder.account_type = bestbuy
reminder.balance = balance
reminder.provider = Provider.objects.get(id=provider)
if 'maturity_date_month' not in request.POST and 'maturity_date_year' not in request.POST:
product = Product.objects.get(pk=request.POST['product'])
product_term = product.term if product.term is not None else 0
month = int(request.POST['opening_date_month'])
year = int(request.POST['opening_date_year'])
maturity_date = datetime.date(
day=1, month=month,
year=year) + datetime.timedelta(days=product_term)
else:
month = int(request.POST['maturity_date_month'])
year = int(request.POST['maturity_date_year'])
maturity_date = datetime.date(day=1, month=month, year=year)
reminder.maturity_date = maturity_date
reminder.is_synched = False
reminder.save()
return user
class RegularSavingsAccountForm(forms.Form):
monthly_deposit = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text'}),
required=True,
initial=Decimal('0.00'))
tax_rate = forms.ChoiceField(choices=ACCOUNT_TYPE_CHOICES, required=False)
class ChildrensAccountForm(BestBuyForm):
monthly_deposit = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text'}),
required=False,
initial=Decimal('0.00'))
class VariableCashISABestBuyForm(BestBuyForm):
monthly_deposit = CurrencyField(
widget=CurrencyInput(attrs={'class': 'text'}),
required=False,
initial=Decimal('0.00'))
