feat: allow single transactions to be hidden from summaries

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

fix #274

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):