Hi Ken,
Regarding the income model you commented on, I was trying to highlight they are 2 different model.py files in 2 separate folders.
The rrif_income foreign field is not populated in RrifAccount. To clarify, the RrifAccount model is in the accounts folder and the RrifIncome model is in the incomes folder. This is why I am importing RrifIncome from plans.incomes.model in the accounts folder. I know this is possible, but am I correctly referencing the foreign key in the RrifAccount model?
Everything is correctly populated in the database. The foreign key values in Account correctly reference the correct relationship between the other 3 different account, but the issue is with the rrif_income foreign key value.
rrif_income = models.ForeignKey(RrifIncome, on_delete=models.CASCADE, null=True, related_name="rrifaccounts")
The RrifAccount model
from django.db import models
from plans.incomes.models import RrifIncome
class RrifAccount(models.Model):
objects = None
class Meta:
db_table = "accounts_rrif"
IS_CONVERTED = [
("Y", "Yes"),
("N", "No"),
]
CURRENCY = [
("CAD", "CAD (Canadian)"),
("USD", "USD (American)"),
]
BENEFICIARY = [
("S", "Spouse"),
("E", "Estate"),
]
id = models.AutoField(primary_key=True)
username = models.CharField(max_length=50)
owner = models.CharField(max_length=50)
type = models.CharField(max_length=5, default="RRIF")
desc = models.CharField(max_length=50)
is_converted = models.CharField(max_length=1, choices=IS_CONVERTED, default="N")
converted_year = models.PositiveIntegerField(validators=[MinValueValidator(1950), MaxValueValidator(2050)], blank=True, null=True, default=current_year)
balance_last_year = models.DecimalField(decimal_places=2, max_digits=10, blank=True, null=True, validators=[MinValueValidator(Decimal('0.00'))])
balance = models.DecimalField(decimal_places=2, max_digits=10, blank=True, null=True, validators=[MinValueValidator(Decimal('0.00'))])
currency = models.CharField(max_length=3, choices=CURRENCY)
growth = models.DecimalField(decimal_places=2, max_digits=5, validators=[MinValueValidator(Decimal('0.00'))], default=Decimal('2.00'))
beneficiary = models.CharField(max_length=1, choices=BENEFICIARY)
use_spouse_age = models.BooleanField(default=True, null=True)
rrif_income = models.ForeignKey(RrifIncome, on_delete=models.CASCADE, null=True, related_name="rrifaccounts")
active = models.BooleanField(default=True)
created = models.DateTimeField(auto_now_add=True)
updated = models.DateTimeField(auto_now=True)
And here is the RrifAccountForm
class RrifAccountForm(forms.ModelForm):
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.helper = FormHelper(self)
self.helper.layout = Layout(Field('owner',
'desc',
'is_converted',
'converted_year',
PrependedText('balance_last_year', '$', placeholder='0.00'),
PrependedText('balance', '$', placeholder='0.00'),
'currency',
PrependedText('growth', '%', placeholder=2.0),
'beneficiary',
'use_spouse_age'))
self.helper.add_input(Submit('submit', 'Submit', css_class='btn-primary'))
class Meta:
model = RrifAccount
fields = ['owner', 'desc', 'is_converted', 'converted_year', 'balance_last_year', 'balance',
'currency', 'use_spouse_age', 'growth', 'beneficiary']
widgets = {'desc': forms.TextInput(attrs={'style': 'max-width: 30em'}),
'is_converted': forms.Select(attrs={'style': 'max-width: 12em'}),
'converted_year': forms.NumberInput(attrs={'style': 'max-width: 12em'}),
'balance_last_year': forms.NumberInput(attrs={'style': 'max-width: 9.6em', 'min': 0}),
'balance': forms.NumberInput(attrs={'style': 'max-width: 9.6em', 'min': 0}),
'currency': forms.Select(attrs={'style': 'max-width: 12em'}),
'use_spouse_age': forms.CheckboxInput(attrs={'style': 'max-width: 12em'}),
'growth': forms.NumberInput(attrs={'style': 'max-width: 9.6em'}),
'beneficiary': forms.Select(attrs={'style': 'max-width: 12em'})
}
labels = {'owner': 'Owner',
'desc': 'Description',
'is_converted': 'Has the RRIF already been converted?',
'converted_year': 'Converted year?',
'balance_last_year': 'Balance last year' + ' (' + str(current_year-1) + '-12-31)',
'balance': 'Account Balance' + ' (' + str(current_date) + ')',
'currency': 'Currency',
'use_spouse_age': 'Elect to use payment based on your spouses age?',
'growth': 'Growth Rate',
'beneficiary': 'Beneficiary'}
Here’s the views.py routine when account is a rrif:
def accountCreate(request, type):
if request.method == "POST":
if type == "RRIF":
# populate rrif income to database
form = RrifAccountForm(request.POST)
if form.is_valid():
rrif_form = RrifAccountForm()
rrif = rrif_form.save(commit=False)
rrifIncome = RrifIncome()
... rrifIncome data processing
# save rrifIncome to database
rrifIncome.save()
# populate rrif fields in database
... rrif data processing
# save rrif to database
rrif.rrifIncome = rrifIncome
rrif.save()
# populate account fields in database
account = Accounts()
... account data processing
# save account to database
account.rrif = rrif
account.save()
