fc63d972b1
Straight port from V2 adapted for V5 field names. Creates expense receipts with dynamic line items, VAT calculation (Included/Excluded/ None at 15%), and emails HTML + PDF to Spark Receipt. Uses lazy xhtml2pdf import to avoid crashing if not installed on server. Files: forms.py (ExpenseReceiptForm + FormSet), views.py (create_receipt), create_receipt.html, receipt_email.html, receipt_pdf.html, urls.py, base.html Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
211 lines
8.6 KiB
Python
211 lines
8.6 KiB
Python
# === FORMS ===
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# Django form classes for the app.
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# - AttendanceLogForm: daily work log creation with date ranges and conflict detection
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# - PayrollAdjustmentForm: adding bonuses, deductions, overtime, and loan adjustments
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# - ExpenseReceiptForm + ExpenseLineItemFormSet: expense receipt creation with dynamic line items
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from django import forms
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from django.forms import inlineformset_factory
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from .models import WorkLog, Project, Team, Worker, PayrollAdjustment, ExpenseReceipt, ExpenseLineItem
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class AttendanceLogForm(forms.ModelForm):
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"""
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Form for logging daily worker attendance.
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Extra fields (not on the WorkLog model):
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- end_date: optional end date for logging multiple days at once
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- include_saturday: whether to include Saturdays in a date range
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- include_sunday: whether to include Sundays in a date range
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The supervisor field is NOT shown on the form — it gets set automatically
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in the view to whoever is logged in.
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"""
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# --- Extra fields for date range logging ---
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# These aren't on the WorkLog model, they're only used by the form
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end_date = forms.DateField(
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required=False,
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widget=forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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label='End Date',
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help_text='Leave blank to log a single day'
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)
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include_saturday = forms.BooleanField(
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required=False,
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initial=False,
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label='Include Saturdays',
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widget=forms.CheckboxInput(attrs={'class': 'form-check-input'})
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)
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include_sunday = forms.BooleanField(
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required=False,
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initial=False,
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label='Include Sundays',
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widget=forms.CheckboxInput(attrs={'class': 'form-check-input'})
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)
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class Meta:
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model = WorkLog
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# Supervisor is NOT included — it gets set in the view automatically
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fields = ['date', 'project', 'team', 'workers', 'overtime_amount', 'notes']
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widgets = {
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'date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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'project': forms.Select(attrs={'class': 'form-select'}),
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'team': forms.Select(attrs={'class': 'form-select'}),
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'workers': forms.CheckboxSelectMultiple(attrs={'class': 'form-check-input'}),
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'overtime_amount': forms.Select(attrs={'class': 'form-select'}),
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'notes': forms.Textarea(attrs={
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'class': 'form-control',
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'rows': 3,
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'placeholder': 'Any notes about the day...'
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}),
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}
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def __init__(self, *args, **kwargs):
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# Pop 'user' from kwargs so we can filter based on who's logged in
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self.user = kwargs.pop('user', None)
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super().__init__(*args, **kwargs)
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# --- Supervisor filtering ---
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# If the user is NOT an admin, they can only see:
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# - Projects they're assigned to (via project.supervisors M2M)
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# - Workers in teams they supervise
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if self.user and not (self.user.is_staff or self.user.is_superuser):
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# Only show projects this supervisor is assigned to
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self.fields['project'].queryset = Project.objects.filter(
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active=True,
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supervisors=self.user
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)
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# Only show workers from teams this supervisor manages
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supervised_teams = Team.objects.filter(supervisor=self.user, active=True)
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self.fields['workers'].queryset = Worker.objects.filter(
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active=True,
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teams__in=supervised_teams
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).distinct()
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# Only show teams this supervisor manages
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self.fields['team'].queryset = supervised_teams
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else:
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# Admins see everything
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self.fields['workers'].queryset = Worker.objects.filter(active=True)
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self.fields['project'].queryset = Project.objects.filter(active=True)
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self.fields['team'].queryset = Team.objects.filter(active=True)
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# Make team optional (it already is on the model, but make the form match)
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self.fields['team'].required = False
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def clean(self):
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"""Validate the date range makes sense."""
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cleaned_data = super().clean()
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start_date = cleaned_data.get('date')
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end_date = cleaned_data.get('end_date')
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if start_date and end_date and end_date < start_date:
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raise forms.ValidationError('End date cannot be before start date.')
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return cleaned_data
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class PayrollAdjustmentForm(forms.ModelForm):
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"""
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Form for adding/editing payroll adjustments (bonuses, deductions, etc.).
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Business rule: A project is required for Overtime, Bonus, Deduction, and
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Advance Payment types. Loan and Loan Repayment are worker-level (no project).
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"""
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class Meta:
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model = PayrollAdjustment
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fields = ['type', 'project', 'worker', 'amount', 'date', 'description']
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widgets = {
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'type': forms.Select(attrs={'class': 'form-select'}),
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'project': forms.Select(attrs={'class': 'form-select'}),
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'worker': forms.Select(attrs={'class': 'form-select'}),
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'amount': forms.NumberInput(attrs={
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'class': 'form-control',
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'step': '0.01',
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'min': '0.01'
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}),
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'date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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'description': forms.Textarea(attrs={
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'class': 'form-control',
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'rows': 2,
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'placeholder': 'Reason for this adjustment...'
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}),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.fields['project'].queryset = Project.objects.filter(active=True)
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self.fields['project'].required = False
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self.fields['worker'].queryset = Worker.objects.filter(active=True)
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def clean(self):
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"""Validate that project-required types have a project selected."""
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cleaned_data = super().clean()
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adj_type = cleaned_data.get('type', '')
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project = cleaned_data.get('project')
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# These types must have a project — they're tied to specific work
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project_required_types = ('Overtime', 'Bonus', 'Deduction', 'Advance Payment')
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if adj_type in project_required_types and not project:
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self.add_error('project', 'A project must be selected for this adjustment type.')
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return cleaned_data
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# =============================================================================
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# === EXPENSE RECEIPT FORM ===
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# Used on the /receipts/create/ page.
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# The form handles receipt header fields (vendor, date, payment method, VAT type).
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# Line items are handled separately by the ExpenseLineItemFormSet below.
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# =============================================================================
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class ExpenseReceiptForm(forms.ModelForm):
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"""
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Form for the receipt header — vendor, date, payment method, VAT type.
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Line items (products + amounts) are handled by ExpenseLineItemFormSet.
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"""
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class Meta:
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model = ExpenseReceipt
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fields = ['date', 'vendor_name', 'description', 'payment_method', 'vat_type']
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widgets = {
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'date': forms.DateInput(attrs={'type': 'date', 'class': 'form-control'}),
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'vendor_name': forms.TextInput(attrs={
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'class': 'form-control',
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'placeholder': 'Vendor Name'
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}),
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'description': forms.Textarea(attrs={
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'class': 'form-control',
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'rows': 2,
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'placeholder': 'What was purchased and why...'
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}),
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'payment_method': forms.Select(attrs={'class': 'form-select'}),
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# Radio buttons for VAT type — shown as 3 options side by side
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'vat_type': forms.RadioSelect(attrs={'class': 'form-check-input'}),
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}
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# === LINE ITEM FORMSET ===
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# A "formset" is a group of identical mini-forms — one per line item.
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# inlineformset_factory creates it automatically from the parent-child relationship.
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# - extra=1: start with 1 blank row
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# - can_delete=True: allows removing rows (checks a hidden DELETE checkbox)
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ExpenseLineItemFormSet = inlineformset_factory(
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ExpenseReceipt, # Parent model
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ExpenseLineItem, # Child model
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fields=['product_name', 'amount'],
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extra=1, # Show 1 blank row by default
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can_delete=True, # Allow deleting rows
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widgets={
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'product_name': forms.TextInput(attrs={
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'class': 'form-control',
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'placeholder': 'Item Name'
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}),
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'amount': forms.NumberInput(attrs={
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'class': 'form-control item-amount',
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'step': '0.01',
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'placeholder': '0.00'
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}),
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}
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)
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