Add transaction editor to UI
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@ -82,7 +82,9 @@ class HTMLField(serializers.CharField):
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class TransactionSerializer(serializers.ModelSerializer):
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account_type = serializers.ChoiceField(['Interac', 'TD Chequing', 'Paypal', 'Dream Pmt', 'PayPal', 'Square Pmt', 'Member', 'Clearing', 'Cash'])
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info_source = serializers.ChoiceField(['Web', 'DB Edit', 'System', 'Receipt or Stmt', 'Quicken Import', 'Paypal IPN', 'Auto', 'Nexus DB Bulk', 'PayPal IPN', 'IPN Trigger', 'Intranet Receipt', 'Automatic', 'Manual'])
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info_source = serializers.ChoiceField(['Web', 'DB Edit', 'System', 'Receipt or Stmt', 'Quicken Import', 'Paypal IPN', 'PayPal IPN', 'Auto', 'Nexus DB Bulk', 'IPN Trigger', 'Intranet Receipt', 'Automatic', 'Manual'])
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member_name = serializers.SerializerMethodField()
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date = serializers.DateField()
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class Meta:
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model = models.Transaction
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fields = '__all__'
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@ -99,6 +101,13 @@ class TransactionSerializer(serializers.ModelSerializer):
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validated_data['user'] = member.user
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return super().create(validated_data)
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def get_member_name(self, obj):
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if obj.user:
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member = obj.user.member
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else:
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member = models.Member.objects.get(id=obj.member_id)
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return member.preferred_name + ' ' + member.last_name
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# member viewing other members
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@ -309,6 +318,7 @@ class UserTrainingSerializer(serializers.ModelSerializer):
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class UserSerializer(serializers.ModelSerializer):
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training = UserTrainingSerializer(many=True)
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member = MemberSerializer()
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transactions = TransactionSerializer(many=True)
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class Meta:
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model = User
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@ -133,7 +133,7 @@ function App() {
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</Route>
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<Route path='/transactions/:id'>
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<TransactionDetail user={user} />
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<TransactionDetail token={token} user={user} refreshUser={refreshUser} />
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</Route>
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<Route path='/transactions'>
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<Transactions user={user} />
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@ -2,9 +2,182 @@ import React, { useState, useEffect } from 'react';
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import { BrowserRouter as Router, Switch, Route, Link, useParams } from 'react-router-dom';
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import './light.css';
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import { Container, Divider, Dropdown, Form, Grid, Header, Icon, Image, Menu, Message, Segment, Table } from 'semantic-ui-react';
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import { BasicTable, requester } from './utils.js';
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import { isAdmin, BasicTable, requester } from './utils.js';
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import { NotFound, PleaseLogin } from './Misc.js';
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function TransactionEditor(props) {
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const { input, setInput, error } = props;
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const handleValues = (e, v) => setInput({ ...input, [v.name]: v.value });
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const handleUpload = (e, v) => setInput({ ...input, [v.name]: e.target.files[0] });
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const handleChange = (e) => handleValues(e, e.currentTarget);
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const handleCheck = (e, v) => setInput({ ...input, [v.name]: v.checked });
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const makeProps = (name) => ({
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name: name,
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onChange: handleChange,
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value: input[name] || '',
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error: error[name],
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});
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const accountOptions = [
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{ key: '0', text: 'Cash (CAD Lock Box)', value: 'Cash' },
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{ key: '1', text: 'Interac (Email) Transfer (TD)', value: 'Interac' },
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{ key: '2', text: 'Square (Credit)', value: 'Square Pmt' },
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{ key: '3', text: 'Dream Payments (Debit/Credit)', value: 'Dream Pmt' },
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{ key: '4', text: 'Deposit to TD (Not Interac)', value: 'TD Chequing' },
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{ key: '5', text: 'PayPal', value: 'Paypal' },
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{ key: '6', text: 'Member Balance / Protocash', value: 'Member' },
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{ key: '7', text: 'Supense (Clearing) Acct / Membership Adjustment', value: 'Clearing' },
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];
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const sourceOptions = [
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{ key: '0', text: 'Web', value: 'Web' },
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{ key: '1', text: 'Database Edit', value: 'DB Edit' },
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{ key: '2', text: 'System', value: 'System' },
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{ key: '3', text: 'Receipt or Statement', value: 'Receipt or Stmt' },
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{ key: '4', text: 'Quicken Import', value: 'Quicken Import' },
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{ key: '5', text: 'PayPal IPN', value: 'Paypal IPN' },
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{ key: '6', text: 'Auto', value: 'Auto' },
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{ key: '7', text: 'Nexus Database Bulk', value: 'Nexus DB Bulk' },
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{ key: '8', text: 'IPN Trigger', value: 'IPN Trigger' },
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{ key: '9', text: 'Intranet Receipt', value: 'Intranet Receipt' },
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{ key: '10', text: 'Automatic', value: 'Automatic' },
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{ key: '11', text: 'Manual', value: 'Manual' },
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];
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const categoryOptions = [
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{ key: '0', text: 'Membership Dues', value: 'Membership' },
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{ key: '1', text: 'Payment On Account or Prepayment', value: 'OnAcct' },
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{ key: '2', text: 'Snack / Pop / Coffee', value: 'Snacks' },
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{ key: '3', text: 'Donations', value: 'Donation' },
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{ key: '4', text: 'Consumables (Specify which in memo)', value: 'Consumables' },
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{ key: '5', text: 'Purchases of Goods or Parts or Stock', value: 'Purchases' },
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{ key: '6', text: 'Auction, Garage Sale, Nearly Free Shelf, Etc.', value: 'Garage Sale' },
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{ key: '7', text: 'Reimbursement (Enter a negative value)', value: 'Reimburse' },
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{ key: '8', text: 'Other (Explain in memo)', value: 'Other' },
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];
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return (
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<div className='transaction-editor'>
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<Form.Group widths='equal'>
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<Form.Input
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label='Date'
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fluid
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{...makeProps('date')}
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/>
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<Form.Input
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label='Amount'
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fluid
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{...makeProps('amount')}
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/>
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</Form.Group>
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<Form.Select
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label='Category'
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fluid
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options={categoryOptions}
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{...makeProps('category')}
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onChange={handleValues}
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/>
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<Form.Select
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label='Account'
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fluid
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options={accountOptions}
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{...makeProps('account_type')}
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onChange={handleValues}
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/>
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<Form.Group widths='equal'>
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<Form.Input
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label='Payment Method'
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fluid
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{...makeProps('payment_method')}
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/>
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<Form.Select
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label='Info Source'
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fluid
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options={sourceOptions}
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{...makeProps('info_source')}
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onChange={handleValues}
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/>
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</Form.Group>
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<Form.Group widths='equal'>
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<Form.Input
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label='Reference Number'
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fluid
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{...makeProps('reference_number')}
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/>
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<Form.Input
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label='# Membership Months'
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fluid
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{...makeProps('number_of_membership_months')}
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/>
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</Form.Group>
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<Form.Input
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label='Memo / Notes'
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fluid
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{...makeProps('memo')}
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/>
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</div>
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);
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};
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function EditTransaction(props) {
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const { transaction, setTransaction, token, refreshUser } = props;
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const [input, setInput] = useState(transaction);
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const [error, setError] = useState(false);
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const [loading, setLoading] = useState(false);
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const [success, setSuccess] = useState(false);
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const { id } = useParams();
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const handleValues = (e, v) => setInput({ ...input, [v.name]: v.value });
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const handleUpload = (e, v) => setInput({ ...input, [v.name]: e.target.files[0] });
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const handleChange = (e) => handleValues(e, e.currentTarget);
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const handleCheck = (e, v) => setInput({ ...input, [v.name]: v.checked });
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const handleSubmit = (e) => {
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setLoading(true);
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setSuccess(false);
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requester('/transactions/'+id+'/', 'PUT', token, input)
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.then(res => {
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setLoading(false);
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setSuccess(true);
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setError(false);
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setInput(res);
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setTransaction(res);
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if (refreshUser) {
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refreshUser();
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}
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})
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.catch(err => {
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setLoading(false);
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console.log(err);
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setError(err.data);
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});
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};
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return (
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<div>
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<Header size='medium'>Edit Transaction</Header>
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<Form onSubmit={handleSubmit}>
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<TransactionEditor input={input} setInput={setInput} error={error} />
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{success && <p>Success!</p>}
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<Form.Button loading={loading} error={error.non_field_errors}>
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Save
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</Form.Button>
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</Form>
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</div>
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);
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};
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export function Transactions(props) {
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const { user } = props;
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@ -45,56 +218,93 @@ export function Transactions(props) {
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};
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export function TransactionDetail(props) {
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const { user } = props;
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const { token, user } = props;
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const { id } = useParams();
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const ownTransaction = user.transactions.find(x => x.id == id);
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const [transaction, setTransaction] = useState(ownTransaction || false);
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const [error, setError] = useState(false);
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const t = user.transactions.find(x => x.id == id);
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useEffect(() => {
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requester('/transactions/'+id+'/', 'GET', token)
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.then(res => {
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setTransaction(res);
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setError(false);
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})
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.catch(err => {
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console.log(err);
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setError(true);
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});
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}, []);
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return (
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t ?
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<Container>
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<Header size='large'>Transaction Receipt</Header>
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<Container>
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{!error ?
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transaction ?
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<div>
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<Header size='large'>Transaction Receipt</Header>
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<BasicTable>
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<Table.Body>
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<Table.Row>
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<Table.Cell>Date:</Table.Cell>
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<Table.Cell>{t.date}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>ID:</Table.Cell>
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<Table.Cell>{t.id}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Amount:</Table.Cell>
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<Table.Cell>${t.amount}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Category:</Table.Cell>
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<Table.Cell>{t.category}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Account:</Table.Cell>
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<Table.Cell>{t.account_type}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Info Source:</Table.Cell>
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<Table.Cell>{t.info_source}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Reference:</Table.Cell>
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<Table.Cell>{t.reference_number}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Memo:</Table.Cell>
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<Table.Cell>{t.memo}</Table.Cell>
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</Table.Row>
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</Table.Body>
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</BasicTable>
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<Grid stackable columns={2}>
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<Grid.Column>
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<BasicTable>
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<Table.Body>
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<Table.Row>
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<Table.Cell>Member:</Table.Cell>
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<Table.Cell>{transaction.member_name}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>ID:</Table.Cell>
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<Table.Cell>{transaction.id}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Date:</Table.Cell>
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<Table.Cell>{transaction.date}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Amount:</Table.Cell>
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<Table.Cell>${transaction.amount}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Category:</Table.Cell>
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<Table.Cell>{transaction.category}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Account:</Table.Cell>
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<Table.Cell>{transaction.account_type}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Payment Method</Table.Cell>
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<Table.Cell>{transaction.payment_method}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Info Source:</Table.Cell>
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<Table.Cell>{transaction.info_source}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Reference:</Table.Cell>
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<Table.Cell>{transaction.reference_number}</Table.Cell>
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</Table.Row>
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<Table.Row>
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<Table.Cell>Memo:</Table.Cell>
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<Table.Cell>{transaction.memo}</Table.Cell>
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</Table.Row>
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</Table.Body>
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</BasicTable>
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</Grid.Column>
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</Container>
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:
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<NotFound />
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<Grid.Column>
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{isAdmin(user) && <Segment padded>
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<EditTransaction transaction={transaction} setTransaction={setTransaction} {...props} />
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</Segment>}
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</Grid.Column>
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</Grid>
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</div>
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:
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<p>Loading...</p>
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:
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<NotFound />
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}
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</Container>
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);
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};
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@ -63,7 +63,7 @@ body {
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padding-bottom: 24rem;
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}
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.course-editor, .class-editor {
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.course-editor, .class-editor, .transaction-editor {
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margin-bottom: 1rem;
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}
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