feat: CRUD de traspasos

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

expenses_manager/expenses/templates/expenses/base.html

@@ -33,6 +33,7 @@
                     <a href="{% url 'dashboard' %}" class="nav-item {% if active_menu == 'dashboard' %}active{% endif %} ">Dashboard</a>
                     <a href="{% url 'expense_list' %}" class="nav-item {% if active_menu == 'expenses' %}active{% endif %} ">Gastos</a>
                     <a href="{% url 'income_list' %}" class="nav-item {% if active_menu == 'incomes' %}active{% endif %} ">Ingresos</a>
+                    <a href="{% url 'transfer_list' %}" class="nav-item {% if active_menu == 'transfers' %}active{% endif %} ">Traspasos</a>
                     <a href="{% url 'fuel_list' %}" class="nav-item {% if active_menu == 'fuel' %}active{% endif %} ">Repostajes</a>
                     <a href="{% url 'account_list' %}" class="nav-item {% if active_menu == 'accounts' %}active{% endif %} ">Cuentas</a>
                     <div class="nav-item dropdown {% if active_menu == 'settings' %}active{% endif %}" id="settingsDropdown">

expenses_manager/expenses/templates/expenses/expense_list.html

@@ -145,7 +145,10 @@
                         {% endfor %}
                     </td>
                     <td class="table-actions">
-                        {% if expense.fuel_data %}
+                        {% if expense.transfer %}
+                            {# Pata de un traspaso: se edita y se borra desde el traspaso. #}
+                            <a href="{% url 'transfer_edit' expense.transfer.id %}">Editar traspaso</a>
+                        {% elif expense.fuel_data %}
                             <a href="{% url 'fuel_edit' expense.id %}?next={{ request.get_full_path|urlencode }}">Editar</a>
                             <a href="{% url 'fuel_delete' expense.id %}?next={{ request.get_full_path|urlencode }}" class="danger">Eliminar</a>
                         {% else %}

expenses_manager/expenses/templates/expenses/income_list.html

@@ -93,8 +93,13 @@
                     <td>{{ income.amount|floatformat:2 }}</td>
                     <td>{{ income.date }}</td>
                     <td class="table-actions">
+                        {% if income.transfer %}
+                            {# Pata de un traspaso: se edita y se borra desde el traspaso. #}
+                            <a href="{% url 'transfer_edit' income.transfer.id %}">Editar traspaso</a>
+                        {% else %}
                             <a href="{% url 'income_edit' income.id %}">Editar</a>
                             <a href="{% url 'income_delete' income.id %}" class="danger">Eliminar</a>
+                        {% endif %}
                     </td>
                 </tr>
             {% empty %}

expenses_manager/expenses/templates/transfers/confirm_delete.html

@@ -0,0 +1,23 @@
+{% extends "expenses/_confirm_delete.html" %}
+
+{% block title %}Traspasos{% endblock %}
+
+{% block delete_heading %}Eliminar traspaso{% endblock %}
+
+{% block delete_question %}
+    ¿Seguro que quieres eliminar el traspaso de
+    <strong>{{ transfer.amount|floatformat:2 }}€</strong>
+    de <strong>{{ transfer.from_account.name }}</strong>
+    a <strong>{{ transfer.to_account.name }}</strong>
+    del {{ transfer.date }}?
+{% endblock %}
+
+{% block delete_warnings %}
+    <p class="form-errors">
+        Se eliminarán también el gasto de la cuenta de origen y el ingreso de la de
+        destino{% if transfer.fee_amount %}, además del gasto de la comisión{% endif %}.
+        Los saldos de las dos cuentas volverán a como estaban.
+    </p>
+{% endblock %}
+
+{% block cancel_url %}{% url 'transfer_list' %}{% endblock %}

expenses_manager/expenses/templates/transfers/form.html

@@ -0,0 +1,29 @@
+{% extends "expenses/base.html" %}
+
+{% block title %}{{ title }}{% endblock %}
+
+{% block content %}
+    <h1>{{ title }}</h1>
+
+    {% if form.instance.pk %}
+        <p>
+            Al guardar se actualizan los dos movimientos del traspaso y su comisión.
+            No hace falta tocarlos por separado en Gastos ni en Ingresos.
+        </p>
+    {% endif %}
+
+    <form method="post" class="app-form">
+        {% csrf_token %}
+        {% include "expenses/_form_fields.html" %}
+        <div class="form-actions">
+            <button type="submit" class="btn btn-primary">
+                {% if form.instance.pk %}
+                    Guardar traspaso
+                {% else %}
+                    Crear traspaso
+                {% endif %}
+            </button>
+            <a class="btn btn-secondary" href="{% url 'transfer_list' %}">Volver</a>
+        </div>
+    </form>
+{% endblock %}

expenses_manager/expenses/templates/transfers/list.html

@@ -0,0 +1,64 @@
+{% extends "expenses/base.html" %}
+
+{% block title %}
+    Traspasos
+{% endblock %}
+
+{% block content %}
+    <h1>Mis traspasos</h1>
+
+    <p>
+        Un traspaso mueve dinero entre dos cuentas propias: no cuenta como gasto ni
+        como ingreso en los análisis, pero sí cambia el saldo de las dos cuentas.
+        La comisión, si la hay, sí es un gasto real.
+    </p>
+
+    <div class="section-actions">
+        <a class="btn btn-primary" href="{% url 'transfer_create' %}">➕ Nuevo traspaso</a>
+    </div>
+
+    <br>
+
+    <div class="table-wrap">
+        <table>
+            <thead>
+                <tr>
+                    <th>Fecha</th>
+                    <th>Origen</th>
+                    <th>Destino</th>
+                    <th>Importe</th>
+                    <th>Comisión</th>
+                    <th></th>
+                </tr>
+            </thead>
+            <tbody>
+                {% for transfer in transfers %}
+                    <tr>
+                        <td>{{ transfer.date }}</td>
+                        <td>{{ transfer.from_account.name }}</td>
+                        <td>{{ transfer.to_account.name }}</td>
+                        <td>{{ transfer.amount|floatformat:2 }}€</td>
+                        <td>
+                            {% if transfer.fee_amount %}
+                                {{ transfer.fee_amount|floatformat:2 }}€
+                            {% else %}
+                                <span>-</span>
+                            {% endif %}
+                        </td>
+                        <td class="table-actions">
+                            <a href="{% url 'transfer_edit' transfer.id %}">Editar</a>
+                            <a href="{% url 'transfer_delete' transfer.id %}" class="danger">Eliminar</a>
+                        </td>
+                    </tr>
+                {% empty %}
+                    <tr>
+                        <td colspan="6" class="empty-state">
+                            <p>No hay traspasos</p>
+                            <a href="{% url 'transfer_create' %}">Añade el primero</a>
+                        </td>
+                    </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+{% endblock %}

expenses_manager/expenses/urls.py

@@ -25,6 +25,10 @@ urlpatterns = [
     path('fuel/create/', views.fuel_create, name='fuel_create'),
     path('fuel/<int:pk>/edit/', views.fuel_edit, name='fuel_edit'),
     path('fuel/<int:pk>/delete/', views.fuel_delete, name='fuel_delete'),
+    path('transfers/', views.transfer_list, name='transfer_list'),
+    path('transfers/new/', views.transfer_create, name='transfer_create'),
+    path('transfers/<int:pk>/edit/', views.transfer_edit, name='transfer_edit'),
+    path('transfers/<int:pk>/delete/', views.transfer_delete, name='transfer_delete'),
     path('categories/', views.category_list, name='category_list'),
     path('categories/<int:pk>/edit/', views.category_edit, name='category_edit'),
     path('categories/<int:pk>/delete/', views.category_delete, name='category_delete'),

expenses_manager/expenses/views.py

@@ -3,7 +3,16 @@ import calendar
 from datetime import date, datetime, timedelta
 from decimal import Decimal
 from django.contrib import messages
-from .models import Account, Category, Expense, FuelEntry, Tag, Income, Goal
+from .models import (
+    Account,
+    Category,
+    Expense,
+    FuelEntry,
+    Tag,
+    Income,
+    Goal,
+    Transfer,
+)
 from .forms import (
     ExpenseForm,
     IncomeForm,
@@ -12,6 +21,7 @@ from .forms import (
     FuelEntryForm,
     CategoryForm,
     GoalForm,
+    TransferForm,
 )
 
 from django.core.paginator import Paginator
@@ -353,7 +363,11 @@ def home(request):
 
 @login_required
 def expense_list(request):
-    expenses = Expense.objects.filter(owner=request.user)
+    # Las relaciones de traspaso van en select_related porque la tabla consulta
+    # expense.transfer en cada fila para decidir los enlaces de acción.
+    expenses = Expense.objects.filter(owner=request.user).select_related(
+        "transfer_out", "transfer_fee"
+    )
 
     categories = Category.objects.filter(owner=request.user)
 
@@ -984,7 +998,9 @@ def income_create(request):
 
 @login_required
 def income_list(request):
-    incomes = Income.objects.filter(owner=request.user).select_related("account")
+    incomes = Income.objects.filter(owner=request.user).select_related(
+        "account", "transfer_in"
+    )
 
     year_list = Income.objects.filter(owner=request.user).dates("date", "year")
 
@@ -1436,3 +1452,90 @@ def goal_delete(request, pk):
 @login_required
 def settings_index(request):
     return render(request, "settings/index.html", {"active_menu": "settings"})
+
+
+@login_required
+def transfer_list(request):
+    transfers = Transfer.objects.filter(owner=request.user).select_related(
+        "from_account", "to_account"
+    )
+
+    return render(
+        request,
+        "transfers/list.html",
+        {
+            "active_menu": "transfers",
+            "transfers": transfers,
+        },
+    )
+
+
+@login_required
+def transfer_create(request):
+    if request.method == "POST":
+        form = TransferForm(request.POST, user=request.user)
+
+        if form.is_valid():
+            transfer = form.save(commit=False)
+            transfer.owner = request.user
+            # sync() guarda el traspaso y crea las patas en una sola transacción.
+            transfer.sync()
+
+            messages.success(request, "Traspaso creado.")
+            return redirect("transfer_list")
+    else:
+        form = TransferForm(user=request.user)
+
+    return render(
+        request,
+        "transfers/form.html",
+        {
+            "active_menu": "transfers",
+            "form": form,
+            "title": "Nuevo traspaso",
+        },
+    )
+
+
+@login_required
+def transfer_edit(request, pk):
+    transfer = get_object_or_404(Transfer, pk=pk, owner=request.user)
+
+    if request.method == "POST":
+        form = TransferForm(request.POST, instance=transfer, user=request.user)
+
+        if form.is_valid():
+            transfer = form.save(commit=False)
+            transfer.sync()
+
+            messages.success(request, "Traspaso actualizado.")
+            return redirect("transfer_list")
+    else:
+        form = TransferForm(instance=transfer, user=request.user)
+
+    return render(
+        request,
+        "transfers/form.html",
+        {
+            "active_menu": "transfers",
+            "form": form,
+            "title": "Editar traspaso",
+        },
+    )
+
+
+@login_required
+def transfer_delete(request, pk):
+    transfer = get_object_or_404(Transfer, pk=pk, owner=request.user)
+
+    if request.method == "POST":
+        # Transfer.delete() se lleva también las dos patas y la comisión.
+        transfer.delete()
+        messages.success(request, "Traspaso eliminado.")
+        return redirect("transfer_list")
+
+    return render(
+        request,
+        "transfers/confirm_delete.html",
+        {"active_menu": "transfers", "transfer": transfer},
+    )