feat(transactions): filter for unset category/tag/entity

implements #327
This commit is contained in:
Herculino Trotta
2025-08-15 12:29:32 -03:00
parent 61630fca5b
commit 37f4ead058

View File

@@ -60,26 +60,20 @@ class TransactionsFilter(django_filters.FilterSet):
label=_("Currencies"),
widget=TomSelectMultiple(checkboxes=True, remove_button=True),
)
category = django_filters.ModelMultipleChoiceFilter(
field_name="category__name",
queryset=TransactionCategory.objects.all(),
to_field_name="name",
category = django_filters.MultipleChoiceFilter(
label=_("Categories"),
widget=TomSelectMultiple(checkboxes=True, remove_button=True),
method="filter_category",
)
tags = django_filters.ModelMultipleChoiceFilter(
field_name="tags__name",
queryset=TransactionTag.objects.all(),
to_field_name="name",
tags = django_filters.MultipleChoiceFilter(
label=_("Tags"),
widget=TomSelectMultiple(checkboxes=True, remove_button=True),
method="filter_tags",
)
entities = django_filters.ModelMultipleChoiceFilter(
field_name="entities__name",
queryset=TransactionEntity.objects.all(),
to_field_name="name",
entities = django_filters.MultipleChoiceFilter(
label=_("Entities"),
widget=TomSelectMultiple(checkboxes=True, remove_button=True),
method="filter_entities",
)
is_paid = django_filters.MultipleChoiceFilter(
choices=SITUACAO_CHOICES,
@@ -125,6 +119,7 @@ class TransactionsFilter(django_filters.FilterSet):
"is_paid",
"category",
"tags",
"entities",
"date_start",
"date_end",
"reference_date_start",
@@ -186,6 +181,93 @@ class TransactionsFilter(django_filters.FilterSet):
self.form.fields["date_end"].widget = AirDatePickerInput()
self.form.fields["account"].queryset = Account.objects.all()
self.form.fields["category"].queryset = TransactionCategory.objects.all()
self.form.fields["tags"].queryset = TransactionTag.objects.all()
self.form.fields["entities"].queryset = TransactionEntity.objects.all()
category_choices = list(
TransactionCategory.objects.values_list("name", "name").order_by("name")
)
custom_choices = [
("any", _("Categorized")),
("uncategorized", _("Uncategorized")),
]
self.form.fields["category"].choices = custom_choices + category_choices
tag_choices = list(
TransactionTag.objects.values_list("name", "name").order_by("name")
)
custom_tag_choices = [("any", _("Tagged")), ("untagged", _("Untagged"))]
self.form.fields["tags"].choices = custom_tag_choices + tag_choices
entity_choices = list(
TransactionEntity.objects.values_list("name", "name").order_by("name")
)
custom_entity_choices = [
("any", _("Any entity")),
("no_entity", _("No entity")),
]
self.form.fields["entities"].choices = custom_entity_choices + entity_choices
@staticmethod
def filter_category(queryset, name, value):
if not value:
return queryset
value = list(value)
if "any" in value:
return queryset.filter(category__isnull=False)
q = Q()
if "uncategorized" in value:
q |= Q(category__isnull=True)
value.remove("uncategorized")
if value:
q |= Q(category__name__in=value)
if q.children:
return queryset.filter(q)
return queryset
@staticmethod
def filter_tags(queryset, name, value):
if not value:
return queryset
value = list(value)
if "any" in value:
return queryset.filter(tags__isnull=False).distinct()
q = Q()
if "untagged" in value:
q |= Q(tags__isnull=True)
value.remove("untagged")
if value:
q |= Q(tags__name__in=value)
if q.children:
return queryset.filter(q).distinct()
return queryset
@staticmethod
def filter_entities(queryset, name, value):
if not value:
return queryset
value = list(value)
if "any" in value:
return queryset.filter(entities__isnull=False).distinct()
q = Q()
if "no_entity" in value:
q |= Q(entities__isnull=True)
value.remove("no_entity")
if value:
q |= Q(entities__name__in=value)
if q.children:
return queryset.filter(q).distinct()
return queryset