feat(accounts): add option for untracking accounts on a per user basis

app/apps/accounts/migrations/0016_account_untracked_by.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-08-09 05:52
+
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0015_alter_account_owner_alter_account_shared_with_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='untracked_by',
+            field=models.ManyToManyField(blank=True, related_name='untracked_accounts', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/accounts/models.py

@@ -1,11 +1,11 @@
 from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
-from apps.transactions.models import Transaction
+from apps.common.middleware.thread_local import get_current_user
 from apps.common.models import SharedObject, SharedObjectManager
+from apps.transactions.models import Transaction
 
 
 class AccountGroup(SharedObject):
@@ -80,7 +80,8 @@ class Account(SharedObject):
     def __str__(self):
         return self.name
 
-    def is_untracked_by(self, user):
+    def is_untracked_by(self):
+        user = get_current_user()
         return self.untracked_by.filter(pk=user.pk).exists()
 
     def clean(self):

app/apps/accounts/views/accounts.py

@@ -157,15 +157,15 @@ def account_delete(request, pk):
 
 @only_htmx
 @login_required
-@require_http_methods(["POST"])
+@require_http_methods(["GET"])
 def account_toggle_untracked(request, pk):
     account = get_object_or_404(Account, id=pk)
-    if account.is_untracked_by(request.user):
+    if account.is_untracked_by():
         account.untracked_by.remove(request.user)
-        messages.success(request, _("Account is now tracked."))
+        messages.success(request, _("Account is now tracked"))
     else:
         account.untracked_by.add(request.user)
-        messages.success(request, _("Account is now untracked."))
+        messages.success(request, _("Account is now untracked"))
 
     return HttpResponse(
         status=204,

app/apps/monthly_overview/views.py

@@ -171,10 +171,14 @@ def monthly_account_summary(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_currency_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
-        reference_date__year=year,
-        reference_date__month=month,
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+    base_queryset = (
+        Transaction.objects.filter(
+            reference_date__year=year,
+            reference_date__month=month,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
     currency_percentages = calculate_percentage_distribution(currency_data)

app/apps/transactions/views/transactions.py

@@ -589,7 +589,10 @@ def transaction_all_currency_summary(request):
 
     f = TransactionsFilter(request.GET, queryset=transactions)
 
-    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_data = calculate_currency_totals(
+        f.qs.exclude(account__in=request.user.untracked_accounts.all()),
+        ignore_empty=True,
+    )
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {