Expand transaction searching to include multi-select filtering on category, vendor, balance, etc. #18

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andrew · 2024-02-14T23:26:28Z

andrewlalis commented

2024-02-14 23:26:28 +00:00

(Migrated from github.com)

Add the ability to search more thoroughly over transactions:

Multi-select filtering by account
Multi-select filtering by account type
Multi-select filtering by category (category hierarchy should work with this)
Multi-select filtering by vendor
Multi-select filtering by tag
Filtering by balance less than, greater than, or equal to a given value
Multi-select filtering by currency
Filtering by linked entry type (credit/debit/both)
Filtering by attachment properties: (has attachment(s), no attachments, has attachment(s) with file type)
Filtering by line items (has line items/doesn't have line items/either)

Additionally, add sorting on the following properties:

Id
Timestamp
Amount
Category name
Vendor name

Add the ability to search more thoroughly over transactions: - Multi-select filtering by account - Multi-select filtering by account type - Multi-select filtering by category (category hierarchy should work with this) - Multi-select filtering by vendor - Multi-select filtering by tag - Filtering by balance less than, greater than, or equal to a given value - Multi-select filtering by currency - Filtering by linked entry type (credit/debit/both) - Filtering by attachment properties: (has attachment(s), no attachments, has attachment(s) with file type) - Filtering by line items (has line items/doesn't have line items/either) Additionally, add sorting on the following properties: - Id - Timestamp - Amount - Category name - Vendor name

andrew commented

2024-07-08 22:45:44 +00:00

Shortcut: Add an expert option to search by raw SQL (and provide a view of the schema for reference). Also add the ability to save queries.