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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat(transactions:filter): make montlhy summary filter-aware

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This commit is contained in:
Herculino Trotta
2025-12-28 13:20:25 -03:00
parent a2871d5289
commit 01f91352d6
5 changed files with 323 additions and 32 deletions
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2
app/templates/monthly_overview/fragments/monthly_summary.html
View File

@@ -1,6 +1,7 @@
{% load i18n %}
{% load currency_display %}
<div class="grid grid-cols-1 gap-4 mt-1 mb-3">
{% if not has_active_filter %}
{# Daily Spending#}
<div>
<c-ui.info-card color="yellow" icon="fa-solid fa-calendar-day" title="{% trans 'Daily Spending Allowance' %}" help_text={% trans "This is the final total divided by the remaining days in the month" %}>
@@ -34,6 +35,7 @@
</div>
</c-ui.info-card>
</div>
{% endif %}
{# Income#}
<div>
<c-ui.info-card color="green" icon="fa-solid fa-arrow-right-to-bracket" title="{% trans 'Income' %}">

116
app/templates/monthly_overview/pages/overview.html
View File

@@ -50,12 +50,13 @@
role="tab"
{% if summary_tab == 'summary' or not summary_tab %}checked="checked"{% endif %}
_="on click fetch {% url 'monthly_summary_select' selected='summary' %}"
aria-controls="summary-tab-pane" />
aria-controls="summary-tab-pane"/>
<div class="tab-content" id="summary-tab-pane" role="tabpanel">
<div id="summary"
hx-get="{% url 'monthly_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window, every 10m">
hx-trigger="load, updated from:window, selective_update from:window, every 10m"
hx-include="#filter">
</div>
</div>
@@ -68,7 +69,8 @@
<div id="currency-summary"
hx-get="{% url 'monthly_currency_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window, every 10m">
hx-trigger="load, updated from:window, selective_update from:window, every 10m"
hx-include="#filter">
</div>
</div>
@@ -81,7 +83,8 @@
<div id="account-summary"
hx-get="{% url 'monthly_account_summary' month=month year=year %}"
class="show-loading"
hx-trigger="load, updated from:window, selective_update from:window, every 10m">
hx-trigger="load, updated from:window, selective_update from:window, every 10m"
hx-include="#filter">
</div>
</div>
</div>
@@ -100,11 +103,112 @@
{# Main control bar with filter, search, and ordering #}
<div class="join w-full">
<button class="btn btn-secondary join-item relative" type="button"
<button class="btn btn-secondary join-item relative z-1" type="button"
@click="filterOpen = !filterOpen"
:aria-expanded="filterOpen" id="filter-button"
title="{% translate 'Filter transactions' %}">
title="{% translate 'Filter transactions' %}"
_="on load or change from #filter
-- Check if any filter has a non-default value
set hasActiveFilter to false
-- Check type (default is both IN and EX checked)
set typeInputs to <input[name='type']:checked/> in #filter
if typeInputs.length is not 2
set hasActiveFilter to true
end
-- Check is_paid (default is both 1 and 0 checked)
set isPaidInputs to <input[name='is_paid']:checked/> in #filter
if isPaidInputs.length is not 2
set hasActiveFilter to true
end
-- Check mute_status (default is both active and muted checked)
set muteStatusInputs to <input[name='mute_status']:checked/> in #filter
if muteStatusInputs.length is not 2
set hasActiveFilter to true
end
-- Check description
set descInput to #id_description
if descInput exists and descInput.value is not ''
set hasActiveFilter to true
end
-- Check date_start
set dateStartInput to #id_date_start
if dateStartInput exists and dateStartInput.value is not ''
set hasActiveFilter to true
end
-- Check date_end
set dateEndInput to #id_date_end
if dateEndInput exists and dateEndInput.value is not ''
set hasActiveFilter to true
end
-- Check reference_date_start
set refDateStartInput to #id_reference_date_start
if refDateStartInput exists and refDateStartInput.value is not ''
set hasActiveFilter to true
end
-- Check reference_date_end
set refDateEndInput to #id_reference_date_end
if refDateEndInput exists and refDateEndInput.value is not ''
set hasActiveFilter to true
end
-- Check from_amount
set fromAmountInput to #id_from_amount
if fromAmountInput exists and fromAmountInput.value is not ''
set hasActiveFilter to true
end
-- Check to_amount
set toAmountInput to #id_to_amount
if toAmountInput exists and toAmountInput.value is not ''
set hasActiveFilter to true
end
-- Check account (TomSelect stores values differently)
set accountInput to #id_account
if accountInput exists and accountInput.value is not ''
set hasActiveFilter to true
end
-- Check currency
set currencyInput to #id_currency
if currencyInput exists and currencyInput.value is not ''
set hasActiveFilter to true
end
-- Check category
set categoryInput to #id_category
if categoryInput exists and categoryInput.value is not ''
set hasActiveFilter to true
end
-- Check tags
set tagsInput to #id_tags
if tagsInput exists and tagsInput.value is not ''
set hasActiveFilter to true
end
-- Check entities
set entitiesInput to #id_entities
if entitiesInput exists and entitiesInput.value is not ''
set hasActiveFilter to true
end
-- Show or hide the indicator
if hasActiveFilter
remove .hidden from #filter-active-indicator
else
add .hidden to #filter-active-indicator
end">
<i class="fa-solid fa-filter fa-fw"></i>
<span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
</button>
{# Search box #}