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Add persistent multi-tag include and exclude filters

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Lars Nolden
2026-09-19 12:44:05 +02:00
parent 8aab21fe9e
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README.md
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@@ -443,6 +443,19 @@ The classifier learns from you in three ways. Manually linking a merchant record
Wherever a category or tag is assigned — the transaction editor, an **Analyse** correction, or a merchant's defaults — the picker creates missing entries in place. Type a name and choose **Create "…" in …**: a bare name lands under the kind's root, and **Parent / Name** creates under that parent. New tags are typed next to the tag checkboxes. Assignment pickers offer leaf categories only, matching what the server accepts, and an existing name is selected rather than duplicated. Creating during an **Analyse** review keeps the preview applicable as long as the transactions themselves are unchanged.
## Filter by tags
**Overview** and **Transactions** share **Include tags** and **Exclude tags** pickers. Search for a tag and select it to add a removable pill; both pickers accept multiple tags.
- **Include tags** matches transactions carrying **any** selected tag. Leave it empty to include tagged and untagged transactions.
- **Exclude tags** hides transactions carrying **any** selected tag, including transactions that also carry an included tag.
- Both lists combine with the date, currency, account, category, and merchant filters. Adding a tag to one picker removes it from the other.
- Tag selections are remembered in this browser across visits. Remove an individual pill to clear it, or use **Reset** to clear all filters and restore the default six-month period.
For private spending, leave **Include tags** empty and add `business` to **Exclude tags**. Business-tagged expenses, including any taxes you tag that way, leave the overview's totals, charts, comparisons, and the transaction list. Untagged income remains included: net cash flow and income-based figures describe the filtered transactions, not your actual savings. Wealth and account balances remain unfiltered.
The dashboard API accepts repeated `tag_ids` and `exclude_tag_ids` query parameters, for example `?tag_ids=tag_holiday&tag_ids=tag_shared&exclude_tag_ids=tag_business`. Values are literal tag IDs, not comma-separated lists.
## Data, backups, and recovery
Back up the **entire canonical finance directory**, including registry files, journals, `config.toml` when present, and operational/recovery state, plus any separately stored environment-managed secrets. `state/openrouter.json` and `state/enablebanking.json` contain UI-managed credentials: protect backups accordingly, including the matching banking session state. Stop the service for a consistent filesystem backup. DuckDB under `cache/` can be excluded and rebuilt.