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Published 20 hours ago • verified publisher icon Ivy-Apps

[FEATURE] Tags

Open Vishwa-Raghavendra opened this issue 1 year ago • 8 comments

Please confirm the following:

  • [X] I've checked the current issues for duplicate issues.
  • [X] I've requested a single (only one) feature/change in this issue. It complies with the One Request Per GitHub Issue (ORPGI) rule.
  • [X] My issue is well-defined and describes how it should be implemented from UI/UX perspective.

What do you want to be added or improved?

As a user I want to be able to tag certain transactions to better manage my finances.

Why do you need it?

Helps to segregate finances better.

How do you imagine it?

Phase 1

  1. CRUD on Tag Entities
  2. Ability to add multiple tags to transactions.
  3. Report Filter Based on tags

Phase 2

  1. Optional Separate screen for tags to view transactions associated with it quickly
  2. Search based on tags

Vishwa-Raghavendra avatar Jan 06 '24 06:01 Vishwa-Raghavendra

I'm on it

Vishwa-Raghavendra avatar Jan 06 '24 06:01 Vishwa-Raghavendra

⚠️ Hey @Vishwa-Raghavendra, this issue is not approved, yet. @ILIYANGERMANOV must approve it first.

Also, make sure to read our Contribution Guidelines.

ivywallet avatar Jan 06 '24 06:01 ivywallet

Hey @Vishwa-Raghavendra if you're working on this say the magic words so the CI can assign it to you

ILIYANGERMANOV avatar Jan 08 '24 12:01 ILIYANGERMANOV

I'm on it

Vishwa-Raghavendra avatar Jan 08 '24 16:01 Vishwa-Raghavendra

Thank you for your interest @Vishwa-Raghavendra! 🎉 Issue #2863 is assigned to you. You can work on it! ✅

If you don't want to work on it now, please unassign yourself so other contributors can take it.

Also, make sure to read our Contribution Guidelines.

ivywallet avatar Jan 08 '24 16:01 ivywallet

Dev Branch --> https://github.com/Vishwa-Raghavendra/ivy-wallet/tree/feature/2863_tags

Vishwa-Raghavendra avatar Jan 15 '24 15:01 Vishwa-Raghavendra

Hey @Vishwa-Raghavendra feel free to open a draft PR so you can get feedback from the CI and at the same time, I'll be able to comment :)

ILIYANGERMANOV avatar Jan 15 '24 19:01 ILIYANGERMANOV

Hey @Vishwa-Raghavendra any news on this one?

ILIYANGERMANOV avatar Feb 17 '24 17:02 ILIYANGERMANOV

Hey @Vishwa-Raghavendra, nice work! Is it possible to list transactions marked with specific tags? Trying to search for transactions by tag name doesn't return any related entries. It would also be great if it could handle searching by multiple tags at once.

nvllz avatar Mar 15 '24 21:03 nvllz

Hey @nvllz Finding transactions based on tags is indeed possible (includes multi-tag search) You can go to Reports -> Scroll to bottom and add the tags filter to find out about it

Vishwa-Raghavendra avatar Mar 16 '24 07:03 Vishwa-Raghavendra

Ahh, okay. But I still think it would be more intuitive to include them in the global search results as well.

nvllz avatar Mar 16 '24 09:03 nvllz