def _initialize_date(self):
"""Default to today, formatted as MM/DD/YYYY."""
if hasattr(self, 'instance') and self.instance.pk:
formatted_date = self.instance.date.strftime('%m/%d/%Y')
self.initial['date'] = formatted_date
else:
self.initial['date'] = today_in_american_format()
def __init__(self, *args, **kwargs):
"""Set the initial date to today & change the name label."""
super(CreditCardEntryForm, self).__init__(*args, **kwargs)
self.fields['name'].label = "Your Name"
if hasattr(self, 'instance') and self.instance.pk:
formatted_date = self.instance.date.strftime('%m/%d/%Y')
self.initial['date'] = formatted_date
amount = self.instance.amount
self.initial['amount'] = remove_trailing_zeroes(amount)
else:
self.initial['date'] = today_in_american_format()
def __init__(self, *args, **kwargs):
"""Set the initial date to today & change the name label."""
super(CreditCardEntryForm, self).__init__(*args, **kwargs)
self.fields['date'].label = "Purchase Date"
self.fields['name'].label = "Your Name"
if hasattr(self, 'instance') and self.instance.pk:
formatted_date = self.instance.date.strftime('%m/%d/%Y')
self.initial['date'] = formatted_date
amount = self.instance.amount
self.initial['amount'] = remove_trailing_zeroes(amount)
else:
self.initial['date'] = today_in_american_format()
def __init__(self, *args, **kwargs):
"""Set the initial date to today, remove trailing zeros."""
super(TripEntryForm, self).__init__(*args, **kwargs)
if hasattr(self, 'instance') and self.instance.pk:
formatted_date = self.instance.date.strftime('%m/%d/%Y')
self.initial['date'] = formatted_date
trip_advance = self.instance.total_trip_advance
self.initial['total_trip_advance'] = remove_trailing_zeroes(
trip_advance)
amount = self.instance.amount
self.initial['amount'] = remove_trailing_zeroes(amount)
else:
self.initial['date'] = today_in_american_format()
def __init__(self, *args, **kwargs):
"""Set the initial date to today, remove trailing zeros."""
super(TripEntryForm, self).__init__(*args, **kwargs)
self.fields['date'].label = "Trip Date"
if hasattr(self, 'instance') and self.instance.pk:
formatted_date = self.instance.date.strftime('%m/%d/%Y')
self.initial['date'] = formatted_date
trip_advance = self.instance.total_trip_advance
self.initial['total_trip_advance'] = remove_trailing_zeroes(
trip_advance)
amount = self.instance.amount
self.initial['amount'] = remove_trailing_zeroes(amount)
else:
self.initial['date'] = today_in_american_format()
def reconcile_account(request, account_slug,
template_name="accounts/account_reconcile.html"):
"""Reconcile an Account against a Statement.
This view presents a form to the user, allowing them to enter a ``Statement
Balance`` and ``Statement Date``. Upon a ``GET`` request with valid data,
the view will display all unreconciled :class:`Transactions<Transaction>`
from before the entered ``Statement Date``.
The user will then select which :class:`Transactions<Transaction>` to
reconcile. If a balanced form is submit, the view will mark each
marked :class:`Transaction` as reconciled. The user will then be redirected
to the :class:`Account's<Account>` :func:`show_account_detail` view.
:param account_slug: The slug of the :class:`Account` to reconcile.
:type account_slug: str
:param template_name: The template to use.
:type template_name: str
:returns: HTTP response containing :class:`AccountReconcileForm`, \
:class:`~accounts.forms.ReconcileTransactionFormSet`, the \
:class:`Account`, and the Reconciled Balance and Last \
Reconciled Date as context. Redirects if successful POST is sent.
:rtype: HttpResponse or HttpResponseRedirect
"""
account = get_object_or_404(Account, slug=account_slug)
last_reconciled = account.last_reconciled
reconciled_balance = account.reconciled_balance
if request.method == 'POST':
if request.POST.get('submit') == 'Get Transactions':
account_form = AccountReconcileForm(request.POST,
prefix='account',
instance=account)
if account_form.is_valid():
stop_date = account_form.cleaned_data.get('statement_date')
pre_statement_transactions = account.transaction_set.filter(
reconciled=False).filter(date__lte=stop_date)
transaction_formset = ReconcileTransactionFormSet(
queryset=pre_statement_transactions)
reconciled_balance *= (-1 if account.flip_balance() else 1)
return render(request, template_name,
{'account': account,
'reconciled_balance': reconciled_balance,
'last_reconciled': last_reconciled,
'account_form': account_form,
'transaction_formset': transaction_formset})
elif request.POST.get('submit') == 'Reconcile Transactions':
account_form = AccountReconcileForm(request.POST,
prefix='account',
instance=account)
transaction_formset = ReconcileTransactionFormSet(request.POST)
if account_form.is_valid():
transaction_formset.reconciled_balance = reconciled_balance
transaction_formset.account_form = account_form
# Flip the reconciled balance for display in case of formset
# error
reconciled_balance *= (-1 if account.flip_balance() else 1)
if transaction_formset.is_valid():
transaction_formset.save()
account.last_reconciled = account_form.cleaned_data.get(
'statement_date')
account.reconciled_balance = account_form.cleaned_data.get(
'statement_balance')
account.save()
messages.success(request, "The account was reconciled.")
return HttpResponseRedirect(
reverse('accounts.views.show_account_detail',
kwargs={'account_slug': account.slug}))
else:
stop_date = account_form.cleaned_data.get('statement_date')
pre_statement_transactions = (
account.transaction_set.filter(
reconciled=False).filter(date__lte=stop_date))
form_instances = set(form.instance for form in
transaction_formset.forms)
missing_transactions = (set(pre_statement_transactions) -
form_instances)
_ = [transaction_formset.add_form(instance) for instance in
missing_transactions]
else:
raise Http404
else:
reconciled_balance *= (-1 if account.flip_balance() else 1)
if reconciled_balance == 0 and '-' in str(reconciled_balance):
reconciled_balance *= -1
account_form = AccountReconcileForm(
prefix='account', instance=account,
initial={
'statement_date': today_in_american_format(),
'statement_balance': remove_trailing_zeroes(reconciled_balance)
})
return render(request, template_name, locals())
def reconcile_account(request,
account_slug,
template_name="accounts/account_reconcile.html"):
"""Reconcile an Account against a Statement.
This view presents a form to the user, allowing them to enter a ``Statement
Balance`` and ``Statement Date``. Upon a ``GET`` request with valid data,
the view will display all unreconciled :class:`Transactions<Transaction>`
from before the entered ``Statement Date``.
The user will then select which :class:`Transactions<Transaction>` to
reconcile. If a balanced form is submit, the view will mark each
marked :class:`Transaction` as reconciled. The user will then be redirected
to the :class:`Account's<Account>` :func:`show_account_detail` view.
:param account_slug: The slug of the :class:`Account` to reconcile.
:type account_slug: str
:param template_name: The template to use.
:type template_name: str
:returns: HTTP response containing :class:`AccountReconcileForm`, \
:class:`~accounts.forms.ReconcileTransactionFormSet`, the \
:class:`Account`, and the Reconciled Balance and Last \
Reconciled Date as context. Redirects if successful POST is sent.
:rtype: HttpResponse or HttpResponseRedirect
"""
account = get_object_or_404(Account, slug=account_slug)
last_reconciled = account.last_reconciled
reconciled_balance = account.reconciled_balance
if request.method == 'POST':
if request.POST.get('submit') == 'Get Transactions':
account_form = AccountReconcileForm(request.POST,
prefix='account',
instance=account)
if account_form.is_valid():
stop_date = account_form.cleaned_data.get('statement_date')
pre_statement_transactions = account.transaction_set.filter(
reconciled=False).filter(date__lte=stop_date)
transaction_formset = ReconcileTransactionFormSet(
queryset=pre_statement_transactions)
reconciled_balance *= (-1 if account.flip_balance() else 1)
return render(
request, template_name, {
'account': account,
'reconciled_balance': reconciled_balance,
'last_reconciled': last_reconciled,
'account_form': account_form,
'transaction_formset': transaction_formset
})
elif request.POST.get('submit') == 'Reconcile Transactions':
account_form = AccountReconcileForm(request.POST,
prefix='account',
instance=account)
transaction_formset = ReconcileTransactionFormSet(request.POST)
if account_form.is_valid():
transaction_formset.reconciled_balance = reconciled_balance
transaction_formset.account_form = account_form
# Flip the reconciled balance for display in case of formset
# error
reconciled_balance *= (-1 if account.flip_balance() else 1)
if transaction_formset.is_valid():
transaction_formset.save()
account.last_reconciled = account_form.cleaned_data.get(
'statement_date')
account.reconciled_balance = account_form.cleaned_data.get(
'statement_balance')
account.save()
messages.success(request, "The account was reconciled.")
return HttpResponseRedirect(
reverse('accounts.views.show_account_detail',
kwargs={'account_slug': account.slug}))
else:
stop_date = account_form.cleaned_data.get('statement_date')
pre_statement_transactions = (
account.transaction_set.filter(
reconciled=False).filter(date__lte=stop_date))
form_instances = set(form.instance
for form in transaction_formset.forms)
missing_transactions = (set(pre_statement_transactions) -
form_instances)
_ = [
transaction_formset.add_form(instance)
for instance in missing_transactions
]
else:
raise Http404
else:
reconciled_balance *= (-1 if account.flip_balance() else 1)
if reconciled_balance == 0 and '-' in str(reconciled_balance):
reconciled_balance *= -1
account_form = AccountReconcileForm(
prefix='account',
instance=account,
initial={
'statement_date': today_in_american_format(),
'statement_balance': remove_trailing_zeroes(reconciled_balance)
})
return render(request, template_name, locals())
