[PR #321] [MERGED] feat(accounts): add option for untracking accounts on a per user basis #357

New Issue

Closed

opened 2025-12-29 00:19:57 +01:00 by adam · 0 comments

adam commented 2025-12-29 00:19:57 +01:00

Owner

Copy Link

Copy Source

📋 Pull Request Information

Original PR: https://github.com/eitchtee/WYGIWYH/pull/321
Author: @eitchtee
Created: 8/9/2025
Status: ✅ Merged
Merged: 8/9/2025
Merged by: @eitchtee

Base: main ← Head: feature/untrack-account

---

📝 Commits (4)

• 7f8261b refactor: Style transaction items for untracked accounts
• 55c4b92 feat(accounts): add option for untracking accounts on a per user basis
• c6cd525 fix(insights): display untracked accounts on sankey by account
• 20c6989 fix(insights:emergency-fund): hide untracked accounts

📊 Changes

12 files changed (+141 additions, -36 deletions)

View changed files

➕ app/apps/accounts/migrations/0016_account_untracked_by.py (+20 -0)
📝 app/apps/accounts/models.py (+11 -2)
📝 app/apps/accounts/urls.py (+5 -0)
📝 app/apps/accounts/views/accounts.py (+20 -0)
📝 app/apps/insights/utils/transactions.py (+8 -1)
📝 app/apps/insights/views.py (+10 -5)
📝 app/apps/monthly_overview/views.py (+17 -7)
📝 app/apps/net_worth/views.py (+12 -8)
📝 app/apps/transactions/views/transactions.py (+4 -1)
📝 app/apps/yearly_overview/views.py (+1 -0)
📝 app/templates/accounts/fragments/list.html (+11 -0)
📝 app/templates/cotton/transaction/item.html (+22 -12)

📄 Description

Untracked accounts is a special kind of account which transactions are still displayed, but their totals are hidden from any summary or insight that isn't account specific (e.g. Net worth by account).

Untracked accounts are user specific to better acommodate shared accounts, each user with access to the account must untrack or track it individually.

Accounts are tracked by default.

---

_{🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.}

## 📋 Pull Request Information **Original PR:** https://github.com/eitchtee/WYGIWYH/pull/321 **Author:** [@eitchtee](https://github.com/eitchtee) **Created:** 8/9/2025 **Status:** ✅ Merged **Merged:** 8/9/2025 **Merged by:** [@eitchtee](https://github.com/eitchtee) **Base:** `main` ← **Head:** `feature/untrack-account` --- ### 📝 Commits (4) - [`7f8261b`](https://github.com/eitchtee/WYGIWYH/commit/7f8261b9cc111e63d118b7637df906973dbde141) refactor: Style transaction items for untracked accounts - [`55c4b92`](https://github.com/eitchtee/WYGIWYH/commit/55c4b920ee10a2fb108c939b49276264884fbe76) feat(accounts): add option for untracking accounts on a per user basis - [`c6cd525`](https://github.com/eitchtee/WYGIWYH/commit/c6cd525c4958d162bb8b37ffe48d9a2f2530cd83) fix(insights): display untracked accounts on sankey by account - [`20c6989`](https://github.com/eitchtee/WYGIWYH/commit/20c6989ffbfbc4f340c3b83e0830be937fda885a) fix(insights:emergency-fund): hide untracked accounts ### 📊 Changes **12 files changed** (+141 additions, -36 deletions) <details> <summary>View changed files</summary> ➕ `app/apps/accounts/migrations/0016_account_untracked_by.py` (+20 -0) 📝 `app/apps/accounts/models.py` (+11 -2) 📝 `app/apps/accounts/urls.py` (+5 -0) 📝 `app/apps/accounts/views/accounts.py` (+20 -0) 📝 `app/apps/insights/utils/transactions.py` (+8 -1) 📝 `app/apps/insights/views.py` (+10 -5) 📝 `app/apps/monthly_overview/views.py` (+17 -7) 📝 `app/apps/net_worth/views.py` (+12 -8) 📝 `app/apps/transactions/views/transactions.py` (+4 -1) 📝 `app/apps/yearly_overview/views.py` (+1 -0) 📝 `app/templates/accounts/fragments/list.html` (+11 -0) 📝 `app/templates/cotton/transaction/item.html` (+22 -12) </details> ### 📄 Description Untracked accounts is a special kind of account which transactions are still displayed, but their totals are hidden from any summary or insight that isn't account specific (e.g. Net worth by account). Untracked accounts are user specific to better acommodate shared accounts, each user with access to the account must untrack or track it individually. Accounts are tracked by default. --- _{🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.}

adam added the pull-request label 2025-12-29 00:19:57 +01:00

adam closed this issue 2025-12-29 00:19:57 +01:00

adam referenced this issue 2025-12-29 00:20:04 +01:00

[PR #357] [MERGED] fix(ui): unable to CTRL + A amount fields #379

Sign in to join this conversation.

No Branch/Tag Specified

Branches Tags

main

dependabot/npm_and_yarn/frontend/immutable-5.1.9

copilot/fix-code-scanning-alerts

feat/cuelume

dev

weblate

feat/tom-select-improvements

chore/bump-deps

feat/attatchments

fix-procrastinate

feat/replace-webpack+bootstrap

internal_port

add-mcp-server-mention

feat/networth-chart

feat/better-rules

feature/untrack-account

feat/setup-screen

feat/sidebar

feat/auto-refresh

fix/amount-input-doesnt-update-on-delete

feature/add-django-tests

tests

0.22.1

0.22.0

0.21.0

0.20.2

0.20.1

0.20.0

0.19.1

0.19.0

0.18.3

0.18.2

0.18.1

0.18.0

0.17.5

0.17.4

0.17.3

0.17.2

0.17.1

0.17.0

0.16.2

0.16.1

0.16.0

0.15.1

0.15.0

0.14.1

0.14.0

0.13.1

0.13.0

0.12.11

0.12.10

0.12.9

0.12.8

0.12.7

0.12.6

0.12.5

0.12.4

0.12.3

0.12.2

0.12.1

0.12.0

0.11.8

0.11.7

0.11.6

0.11.5

0.11.4

0.11.3

0.11.2

0.11.1

0.11.0

0.10.1

0.10.0

0.9.4

0.9.3

0.9.2

0.9.1

0.9.0

0.8.6

0.8.5

0.8.4

0.8.3

0.8.2

0.8.1

0.8.0

0.7.8

0.7.7

0.7.6

0.7.5

0.7.4

0.7.3

0.7.2

0.7.1

0.7.0

0.6.0

0.5.0

0.4.0

0.3.6

0.3.5

0.3.4

0.3.3

0.3.2

0.3.1

0.3.0

0.2.0

0.1.9

0.1.8

0.1.7

0.1.6

0.1.5

0.1.4

0.1.3

0.1.2

0.1.1

0.1.0

Labels

Clear labels

bug

bug

documentation

enhancement

help wanted

pull-request

Mirrored from GitHub Pull Request

question

No labels pull-request

Milestone

No items

No Milestone

Projects

Clear projects

No projects

Assignees

Clear assignees

adam (Adam Melkus)

No Assignees

1 Participants

Notifications

Subscribe

Due Date

No due date set.

Dependencies

No dependencies set.

Reference: starred/WYGIWYH#357