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0.15.0
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feature/un
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9eed3b6692 |
20
app/apps/accounts/migrations/0016_account_untracked_by.py
Normal file
20
app/apps/accounts/migrations/0016_account_untracked_by.py
Normal file
@@ -0,0 +1,20 @@
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# Generated by Django 5.2.4 on 2025-08-09 05:52
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from django.conf import settings
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from django.db import migrations, models
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class Migration(migrations.Migration):
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dependencies = [
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('accounts', '0015_alter_account_owner_alter_account_shared_with_and_more'),
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migrations.swappable_dependency(settings.AUTH_USER_MODEL),
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]
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operations = [
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migrations.AddField(
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model_name='account',
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name='untracked_by',
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field=models.ManyToManyField(blank=True, related_name='untracked_accounts', to=settings.AUTH_USER_MODEL),
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),
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]
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@@ -1,11 +1,11 @@
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from django.conf import settings
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from django.core.exceptions import ValidationError
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from django.db import models
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from django.db.models import Q
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from django.utils.translation import gettext_lazy as _
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from apps.transactions.models import Transaction
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from apps.common.middleware.thread_local import get_current_user
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from apps.common.models import SharedObject, SharedObjectManager
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from apps.transactions.models import Transaction
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class AccountGroup(SharedObject):
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@@ -62,6 +62,11 @@ class Account(SharedObject):
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verbose_name=_("Archived"),
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help_text=_("Archived accounts don't show up nor count towards your net worth"),
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)
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untracked_by = models.ManyToManyField(
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settings.AUTH_USER_MODEL,
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blank=True,
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related_name="untracked_accounts",
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)
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objects = SharedObjectManager()
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all_objects = models.Manager() # Unfiltered manager
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@@ -75,6 +80,10 @@ class Account(SharedObject):
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def __str__(self):
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return self.name
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def is_untracked_by(self):
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user = get_current_user()
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return self.untracked_by.filter(pk=user.pk).exists()
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def clean(self):
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super().clean()
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if self.exchange_currency == self.currency:
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@@ -31,6 +31,11 @@ urlpatterns = [
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views.account_take_ownership,
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name="account_take_ownership",
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),
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path(
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"account/<int:pk>/toggle-untracked/",
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views.account_toggle_untracked,
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name="account_toggle_untracked",
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),
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path("account-groups/", views.account_groups_index, name="account_groups_index"),
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path("account-groups/list/", views.account_groups_list, name="account_groups_list"),
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path("account-groups/add/", views.account_group_add, name="account_group_add"),
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@@ -155,6 +155,26 @@ def account_delete(request, pk):
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)
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@only_htmx
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@login_required
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@require_http_methods(["GET"])
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def account_toggle_untracked(request, pk):
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account = get_object_or_404(Account, id=pk)
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if account.is_untracked_by():
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account.untracked_by.remove(request.user)
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messages.success(request, _("Account is now tracked"))
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else:
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account.untracked_by.add(request.user)
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messages.success(request, _("Account is now untracked"))
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return HttpResponse(
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status=204,
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headers={
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"HX-Trigger": "updated",
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},
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)
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@only_htmx
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@login_required
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@require_http_methods(["GET"])
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@@ -5,7 +5,12 @@ from django.utils.formats import get_format as original_get_format
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def get_format(format_type=None, lang=None, use_l10n=None):
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user = get_current_user()
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if user and user.is_authenticated and hasattr(user, "settings") and use_l10n:
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if (
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user
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and user.is_authenticated
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and hasattr(user, "settings")
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and use_l10n is not False
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):
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user_settings = user.settings
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if format_type == "THOUSAND_SEPARATOR":
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number_format = getattr(user_settings, "number_format", None)
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@@ -13,11 +18,13 @@ def get_format(format_type=None, lang=None, use_l10n=None):
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return "."
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elif number_format == "CD":
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return ","
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elif number_format == "SD" or number_format == "SC":
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return " "
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elif format_type == "DECIMAL_SEPARATOR":
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number_format = getattr(user_settings, "number_format", None)
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if number_format == "DC":
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if number_format == "DC" or number_format == "SC":
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return ","
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elif number_format == "CD":
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elif number_format == "CD" or number_format == "SD":
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return "."
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elif format_type == "SHORT_DATE_FORMAT":
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date_format = getattr(user_settings, "date_format", None)
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@@ -35,8 +35,7 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
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self.attrs.update(
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{
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"x-data": "",
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"x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', "
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f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
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"x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
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"x-on:keyup": "$el.dispatchEvent(new Event('input'))",
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}
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)
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@@ -13,7 +13,9 @@ from apps.insights.forms import (
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)
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def get_transactions(request, include_unpaid=True, include_silent=False):
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def get_transactions(
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request, include_unpaid=True, include_silent=False, include_untracked_accounts=False
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):
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transactions = Transaction.objects.all()
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filter_type = request.GET.get("type", None)
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@@ -95,4 +97,9 @@ def get_transactions(request, include_unpaid=True, include_silent=False):
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Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
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)
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if not include_untracked_accounts:
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transactions = transactions.exclude(
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account__in=request.user.untracked_accounts.all()
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)
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return transactions
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@@ -74,7 +74,7 @@ def index(request):
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def sankey_by_account(request):
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# Get filtered transactions
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transactions = get_transactions(request)
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transactions = get_transactions(request, include_untracked_accounts=True)
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# Generate Sankey data
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sankey_data = generate_sankey_data_by_account(transactions)
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@@ -239,10 +239,14 @@ def late_transactions(request):
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@login_required
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@require_http_methods(["GET"])
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def emergency_fund(request):
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transactions_currency_queryset = Transaction.objects.filter(
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is_paid=True, account__is_archived=False, account__is_asset=False
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).order_by(
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"account__currency__name",
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transactions_currency_queryset = (
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Transaction.objects.filter(
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is_paid=True, account__is_archived=False, account__is_asset=False
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)
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.exclude(account__in=request.user.untracked_accounts.all())
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.order_by(
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"account__currency__name",
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)
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)
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currency_net_worth = calculate_currency_totals(
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transactions_queryset=transactions_currency_queryset, ignore_empty=False
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@@ -262,6 +266,7 @@ def emergency_fund(request):
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category__mute=False,
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mute=False,
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)
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.exclude(account__in=request.user.untracked_accounts.all())
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.values("reference_date", "account__currency")
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.annotate(monthly_total=Sum("amount"))
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)
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@@ -107,9 +107,15 @@ def transactions_list(request, month: int, year: int):
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@require_http_methods(["GET"])
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def monthly_summary(request, month: int, year: int):
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# Base queryset with all required filters
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base_queryset = Transaction.objects.filter(
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reference_date__year=year, reference_date__month=month, account__is_asset=False
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).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
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base_queryset = (
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Transaction.objects.filter(
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reference_date__year=year,
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reference_date__month=month,
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account__is_asset=False,
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)
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.exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
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.exclude(account__in=request.user.untracked_accounts.all())
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)
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data = calculate_currency_totals(base_queryset, ignore_empty=True)
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percentages = calculate_percentage_distribution(data)
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@@ -165,10 +171,14 @@ def monthly_account_summary(request, month: int, year: int):
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@require_http_methods(["GET"])
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def monthly_currency_summary(request, month: int, year: int):
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# Base queryset with all required filters
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base_queryset = Transaction.objects.filter(
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reference_date__year=year,
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reference_date__month=month,
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).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
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base_queryset = (
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Transaction.objects.filter(
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reference_date__year=year,
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reference_date__month=month,
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)
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.exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
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.exclude(account__in=request.user.untracked_accounts.all())
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)
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currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
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currency_percentages = calculate_percentage_distribution(currency_data)
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@@ -27,10 +27,12 @@ def net_worth(request):
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view_type = request.session.get("networth_view_type", "current")
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if view_type == "current":
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transactions_currency_queryset = Transaction.objects.filter(
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is_paid=True, account__is_archived=False
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).order_by(
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"account__currency__name",
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transactions_currency_queryset = (
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Transaction.objects.filter(is_paid=True, account__is_archived=False)
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.order_by(
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"account__currency__name",
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)
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.exclude(account__in=request.user.untracked_accounts.all())
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)
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transactions_account_queryset = Transaction.objects.filter(
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is_paid=True, account__is_archived=False
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@@ -39,10 +41,12 @@ def net_worth(request):
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"account__name",
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)
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else:
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transactions_currency_queryset = Transaction.objects.filter(
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account__is_archived=False
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).order_by(
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"account__currency__name",
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transactions_currency_queryset = (
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Transaction.objects.filter(account__is_archived=False)
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.order_by(
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"account__currency__name",
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)
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.exclude(account__in=request.user.untracked_accounts.all())
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)
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transactions_account_queryset = Transaction.objects.filter(
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account__is_archived=False
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@@ -589,7 +589,10 @@ def transaction_all_currency_summary(request):
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f = TransactionsFilter(request.GET, queryset=transactions)
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currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
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currency_data = calculate_currency_totals(
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f.qs.exclude(account__in=request.user.untracked_accounts.all()),
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ignore_empty=True,
|
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)
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currency_percentages = calculate_percentage_distribution(currency_data)
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context = {
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@@ -89,6 +89,8 @@ class UserSettingsForm(forms.ModelForm):
|
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("AA", _("Default")),
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("DC", "1.234,50"),
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("CD", "1,234.50"),
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("SD", "1 234.50"),
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("SC", "1 234,50"),
|
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]
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date_format = forms.ChoiceField(
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|
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@@ -95,6 +95,7 @@ def yearly_overview_by_currency(request, year: int):
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transactions = (
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Transaction.objects.filter(**filter_params)
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.exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
|
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.exclude(account__in=request.user.untracked_accounts.all())
|
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.order_by("account__currency__name")
|
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)
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|
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|
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@@ -71,6 +71,17 @@
|
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hx-get="{% url 'account_share_settings' pk=account.id %}">
|
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<i class="fa-solid fa-share fa-fw"></i></a>
|
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{% endif %}
|
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<a class="btn btn-secondary btn-sm"
|
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role="button"
|
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hx-get="{% url 'account_toggle_untracked' pk=account.id %}"
|
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data-bs-toggle="tooltip"
|
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data-bs-title="{% if account.is_untracked_by %}{% translate "Track" %}{% else %}{% translate "Untrack" %}{% endif %}">
|
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{% if account.is_untracked_by %}
|
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<i class="fa-solid fa-eye fa-fw"></i>
|
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{% else %}
|
||||
<i class="fa-solid fa-eye-slash fa-fw"></i>
|
||||
{% endif %}
|
||||
</a>
|
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</div>
|
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</td>
|
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<td class="col">{{ account.name }}</td>
|
||||
|
||||
@@ -33,7 +33,7 @@
|
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</div>
|
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{% endif %}
|
||||
</div>
|
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<div class="col-lg col-12 {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
|
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<div class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
|
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{# Date#}
|
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<div class="row mb-2 mb-lg-1 tw:text-gray-400">
|
||||
<div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
|
||||
@@ -91,7 +91,7 @@
|
||||
{% endwith %}
|
||||
</div>
|
||||
</div>
|
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<div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
|
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<div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
|
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<div class="main-amount mb-2 mb-lg-0">
|
||||
<c-amount.display
|
||||
:amount="transaction.amount"
|
||||
@@ -120,8 +120,8 @@
|
||||
<div>
|
||||
{# Item actions#}
|
||||
<div
|
||||
class="transaction-actions tw:absolute! tw:right-[15px] tw:top-[50%] tw:md:right-auto tw:md:left-1/2 tw:md:top-0 tw:md:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
|
||||
<div class="card-body p-1 shadow-lg d-flex flex-column flex-md-row gap-1">
|
||||
class="transaction-actions tw:absolute! tw:left-1/2 tw:top-0 tw:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
|
||||
<div class="card-body p-1 shadow-lg d-flex flex-row gap-1">
|
||||
{% if not transaction.deleted %}
|
||||
<a class="btn btn-secondary btn-sm transaction-action"
|
||||
role="button"
|
||||
@@ -146,16 +146,26 @@
|
||||
<i class="fa-solid fa-ellipsis fa-fw"></i>
|
||||
</button>
|
||||
<ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
|
||||
{% 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>
|
||||
{% if transaction.account.is_untracked_by %}
|
||||
<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 account' %}</div>
|
||||
</div>
|
||||
</a>
|
||||
</li>
|
||||
{% elif 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 %}
|
||||
|
||||
@@ -85,3 +85,7 @@ select[multiple] {
|
||||
[data-bs-toggle="collapse"][aria-expanded="true"] .fa-chevron-down {
|
||||
transform: rotate(-180deg);
|
||||
}
|
||||
|
||||
div:where(.swal2-container) {
|
||||
z-index: 1100 !important;
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user