Merge pull request #282

feat: allow single transactions to be hidden from summaries

fix #274

app/apps/insights/utils/transactions.py

@@ -91,6 +91,8 @@ def get_transactions(request, include_unpaid=True, include_silent=False):
         transactions = transactions.filter(is_paid=True)
 
     if not include_silent:
-        transactions = transactions.exclude(Q(category__mute=True) & ~Q(category=None))
+        transactions = transactions.exclude(
+            Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
+        )
 
     return transactions

app/apps/insights/views.py

@@ -260,6 +260,7 @@ def emergency_fund(request):
             reference_date__gte=start_date,
             reference_date__lte=end_date,
             category__mute=False,
+            mute=False,
         )
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))

app/apps/monthly_overview/views.py

@@ -109,7 +109,7 @@ def monthly_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, account__is_asset=False
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
 
     data = calculate_currency_totals(base_queryset, ignore_empty=True)
     percentages = calculate_percentage_distribution(data)
@@ -143,7 +143,7 @@ def monthly_account_summary(request, month: int, year: int):
     base_queryset = Transaction.objects.filter(
         reference_date__year=year,
         reference_date__month=month,
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
 
     account_data = calculate_account_totals(transactions_queryset=base_queryset.all())
     account_percentages = calculate_percentage_distribution(account_data)
@@ -168,7 +168,7 @@ def monthly_currency_summary(request, month: int, year: int):
     base_queryset = Transaction.objects.filter(
         reference_date__year=year,
         reference_date__month=month,
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
 
     currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
     currency_percentages = calculate_percentage_distribution(currency_data)

app/apps/transactions/forms.py

@@ -290,11 +290,15 @@ class QuickTransactionForm(forms.ModelForm):
             "category",
             "tags",
             "entities",
+            "mute",
         ]
         widgets = {
             "notes": forms.Textarea(attrs={"rows": 3}),
             "account": TomSelect(clear_button=False, group_by="group"),
         }
+        help_texts = {
+            "mute": _("Muted transactions won't be displayed on monthly summaries")
+        }
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
@@ -356,6 +360,7 @@ class QuickTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "notes",
+            Switch("mute"),
         )
 
         if self.instance and self.instance.pk:
@@ -616,6 +621,7 @@ class TransferForm(forms.Form):
             description=description,
             category=from_category,
             notes=notes,
+            mute=True,
         )
         from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
 
@@ -630,6 +636,7 @@ class TransferForm(forms.Form):
             description=description,
             category=to_category,
             notes=notes,
+            mute=True,
         )
         to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
 
@@ -868,7 +875,7 @@ class TransactionCategoryForm(forms.ModelForm):
         fields = ["name", "mute", "active"]
         labels = {"name": _("Category name")}
         help_texts = {
-            "mute": _("Muted categories won't count towards your monthly total")
+            "mute": _("Muted categories won't be displayed on monthly summaries")
         }
 
     def __init__(self, *args, **kwargs):

app/apps/transactions/migrations/0045_transaction_mute.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.11 on 2025-07-19 18:12
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0044_alter_quicktransaction_unique_together'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transaction',
+            name='mute',
+            field=models.BooleanField(default=False, verbose_name='Mute'),
+        ),
+    ]

app/apps/transactions/migrations/0046_quicktransaction_mute.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.11 on 2025-07-19 18:59
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0045_transaction_mute'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='quicktransaction',
+            name='mute',
+            field=models.BooleanField(default=False, verbose_name='Mute'),
+        ),
+    ]

app/apps/transactions/models.py

@@ -299,6 +299,7 @@ class Transaction(OwnedObject):
     is_paid = models.BooleanField(default=True, verbose_name=_("Paid"))
     date = models.DateField(verbose_name=_("Date"))
     reference_date = MonthYearModelField(verbose_name=_("Reference Date"))
+    mute = models.BooleanField(default=False, verbose_name=_("Mute"))
 
     amount = models.DecimalField(
         max_digits=42,
@@ -918,6 +919,7 @@ class QuickTransaction(OwnedObject):
         verbose_name=_("Type"),
     )
     is_paid = models.BooleanField(default=True, verbose_name=_("Paid"))
+    mute = models.BooleanField(default=False, verbose_name=_("Mute"))
 
     amount = models.DecimalField(
         max_digits=42,

app/apps/transactions/urls.py

@@ -66,6 +66,11 @@ urlpatterns = [
         views.transaction_pay,
         name="transaction_pay",
     ),
+    path(
+        "transaction/<int:transaction_id>/mute/",
+        views.transaction_mute,
+        name="transaction_mute",
+    ),
     path(
         "transaction/<int:transaction_id>/delete/",
         views.transaction_delete,

app/apps/transactions/views/transactions.py

@@ -388,6 +388,26 @@ def transaction_pay(request, transaction_id):
     return response
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_mute(request, transaction_id):
+    transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    new_mute = False if transaction.mute else True
+    transaction.mute = new_mute
+    transaction.save()
+    transaction_updated.send(sender=transaction)
+
+    response = render(
+        request,
+        "transactions/fragments/item.html",
+        context={"transaction": transaction, **request.GET},
+    )
+    response.headers["HX-Trigger"] = "selective_update"
+    return response
+
+
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_index(request):

app/apps/yearly_overview/views.py

@@ -75,7 +75,7 @@ def yearly_overview_by_currency(request, year: int):
 
     transactions = (
         Transaction.objects.filter(**filter_params)
-        .exclude(Q(category__mute=True) & ~Q(category=None))
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
         .order_by("account__currency__name")
     )
 
@@ -141,7 +141,7 @@ def yearly_overview_by_account(request, year: int):
 
     transactions = (
         Transaction.objects.filter(**filter_params)
-        .exclude(Q(category__mute=True) & ~Q(category=None))
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
         .order_by(
             "account__group__name",
             "account__name",

app/templates/cotton/transaction/item.html

@@ -146,6 +146,21 @@
                   <i class="fa-solid fa-ellipsis fa-fw"></i>
                 </button>
                 <ul class="dropdown-menu">
+                  {% if transaction.category.mute %}
+                  <li>
+                    <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                      <i class="fa-solid fa-eye fa-fw me-2"></i>
+                      <div>
+                        {% translate 'Show on summaries' %}
+                        <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                      </div>
+                    </a>
+                  </li>
+                  {% elif transaction.mute %}
+                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
+                  {% else %}
+                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
+                  {% endif %}
                   <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
                 </ul>
               {% else %}