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Code Issues 14 Packages Projects Releases 10 Wiki Activity

feat: allow single transactions to be hidden from summaries

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Control is done via the dropdown menu on a transaction item
Transfers are hidden by default

fix #274
This commit is contained in:
Herculino Trotta
2025-07-19 16:19:11 -03:00
parent 6c90150661
commit ef5f3580a0
11 changed files with 95 additions and 7 deletions
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6
app/apps/monthly_overview/views.py
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@@ -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)