changes

app/apps/accounts/forms.py

@@ -0,0 +1,142 @@
+from crispy_bootstrap5.bootstrap5 import Switch
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, Field, Column, Row
+from django import forms
+from django.utils.translation import gettext_lazy as _
+
+from apps.accounts.models import Account
+from apps.accounts.models import AccountGroup
+from apps.common.fields.forms.dynamic_select import (
+    DynamicModelMultipleChoiceField,
+    DynamicModelChoiceField,
+)
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.tom_select import TomSelect
+from apps.transactions.models import TransactionCategory, TransactionTag
+from apps.transactions.widgets import ArbitraryDecimalDisplayNumberInput
+
+
+class AccountGroupForm(forms.ModelForm):
+    class Meta:
+        model = AccountGroup
+        fields = ["name"]
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "name",
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+
+class AccountForm(forms.ModelForm):
+    group = DynamicModelChoiceField(
+        model=AccountGroup,
+        required=False,
+    )
+
+    class Meta:
+        model = Account
+        fields = ["name", "group", "currency", "exchange_currency", "is_asset"]
+        widgets = {
+            "currency": TomSelect(),
+            "exchange_currency": TomSelect(),
+        }
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "name",
+            "group",
+            Switch("is_asset"),
+            "currency",
+            "exchange_currency",
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+
+class AccountBalanceForm(forms.Form):
+    account_id = forms.IntegerField(widget=forms.HiddenInput())
+    new_balance = forms.DecimalField(
+        max_digits=42, decimal_places=30, required=False, label=_("New balance")
+    )
+    category = DynamicModelChoiceField(
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.currency_suffix = self.initial.get("suffix", "")
+        self.currency_prefix = self.initial.get("prefix", "")
+        self.currency_decimal_places = self.initial.get("decimal_places", 2)
+        self.account_name = self.initial.get("account_name", "")
+        self.current_balance = self.initial.get("current_balance", 0)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "new_balance",
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            Field("account_id"),
+        )
+
+        self.fields["new_balance"].widget = ArbitraryDecimalDisplayNumberInput(
+            decimal_places=self.currency_decimal_places
+        )
+
+
+AccountBalanceFormSet = forms.formset_factory(AccountBalanceForm, extra=0)

app/apps/accounts/migrations/0002_account_exchange_currency.py

@@ -0,0 +1,28 @@
+# Generated by Django 5.1.1 on 2024-10-04 03:33
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("accounts", "0001_initial"),
+        ("currencies", "0004_exchangerate"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="account",
+            name="exchange_currency",
+            field=models.ForeignKey(
+                blank=True,
+                help_text="Default currency for exchange calculations",
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                related_name="exchange_accounts",
+                to="currencies.currency",
+                verbose_name="Exchange Currency",
+            ),
+        ),
+    ]

app/apps/accounts/migrations/0003_accountgroup_alter_account_name.py

@@ -0,0 +1,41 @@
+# Generated by Django 5.1.1 on 2024-10-08 23:34
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("accounts", "0002_account_exchange_currency"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="AccountGroup",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "name",
+                    models.CharField(max_length=255, unique=True, verbose_name="Name"),
+                ),
+            ],
+            options={
+                "verbose_name": "Account Group",
+                "verbose_name_plural": "Account Groups",
+                "db_table": "account_groups",
+            },
+        ),
+        migrations.AlterField(
+            model_name="account",
+            name="name",
+            field=models.CharField(max_length=255, verbose_name="Name"),
+        ),
+    ]

app/apps/accounts/migrations/0004_account_group.py

@@ -0,0 +1,19 @@
+# Generated by Django 5.1.2 on 2024-10-08 23:47
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0003_accountgroup_alter_account_name'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='group',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to='accounts.accountgroup', verbose_name='Account Group'),
+        ),
+    ]

app/apps/accounts/models.py

@@ -1,15 +1,46 @@
 from django.db import models
 from django.utils.translation import gettext_lazy as _
 
+from apps.transactions.models import Transaction
+
+
+class AccountGroup(models.Model):
+    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
+
+    class Meta:
+        verbose_name = _("Account Group")
+        verbose_name_plural = _("Account Groups")
+        db_table = "account_groups"
+
+    def __str__(self):
+        return self.name
+
 
 class Account(models.Model):
-    name = models.CharField(max_length=40, verbose_name=_("Name"))
+    name = models.CharField(max_length=255, verbose_name=_("Name"))
+    group = models.ForeignKey(
+        AccountGroup,
+        on_delete=models.SET_NULL,
+        verbose_name=_("Account Group"),
+        blank=True,
+        null=True,
+    )
     currency = models.ForeignKey(
         "currencies.Currency",
         verbose_name=_("Currency"),
         on_delete=models.PROTECT,
         related_name="accounts",
     )
+    exchange_currency = models.ForeignKey(
+        "currencies.Currency",
+        verbose_name=_("Exchange Currency"),
+        on_delete=models.SET_NULL,
+        related_name="exchange_accounts",
+        null=True,
+        blank=True,
+        help_text=_("Default currency for exchange calculations"),
+    )
+
     is_asset = models.BooleanField(
         default=False,
         verbose_name=_("Is an asset account?"),
@@ -17,7 +48,6 @@ class Account(models.Model):
             "Asset accounts count towards your Net Worth, but not towards your month."
         ),
     )
-    a = models.BigIntegerField
 
     class Meta:
         verbose_name = _("Account")

app/apps/accounts/urls.py

@@ -0,0 +1,35 @@
+# urls.py
+from django.urls import path
+from apps.accounts import views
+
+urlpatterns = [
+    path(
+        "account-reconciliation/",
+        views.account_reconciliation,
+        name="account_reconciliation",
+    ),
+    path("accounts/", views.accounts_list, name="accounts_list"),
+    path("account/add/", views.account_add, name="account_add"),
+    path(
+        "account/<int:pk>/edit/",
+        views.account_edit,
+        name="account_edit",
+    ),
+    path(
+        "account/<int:pk>/delete/",
+        views.account_delete,
+        name="account_delete",
+    ),
+    path("account-groups/", views.account_groups_list, name="account_groups_list"),
+    path("account-groups/add/", views.account_group_add, name="account_group_add"),
+    path(
+        "account-groups/<int:pk>/edit/",
+        views.account_group_edit,
+        name="account_group_edit",
+    ),
+    path(
+        "account-groups/<int:pk>/delete/",
+        views.account_group_delete,
+        name="account_group_delete",
+    ),
+]

app/apps/accounts/views.py

@@ -1,3 +0,0 @@
-from django.shortcuts import render
-
-# Create your views here.

app/apps/accounts/views/__init__.py

@@ -0,0 +1,3 @@
+from .accounts import *
+from .account_groups import *
+from .balance import *

app/apps/accounts/views/account_groups.py

@@ -0,0 +1,94 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.urls import reverse
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
+
+from apps.accounts.forms import AccountGroupForm
+from apps.accounts.models import AccountGroup
+from apps.common.decorators.htmx import only_htmx
+
+
+@login_required
+@require_http_methods(["GET"])
+def account_groups_list(request):
+    account_groups = AccountGroup.objects.all().order_by("id")
+    return render(
+        request, "account_groups/pages/list.html", {"account_groups": account_groups}
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def account_group_add(request, **kwargs):
+    if request.method == "POST":
+        form = AccountGroupForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Account Group added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("account_groups_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = AccountGroupForm()
+
+    return render(
+        request,
+        "account_groups/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def account_group_edit(request, pk):
+    account_group = get_object_or_404(AccountGroup, id=pk)
+
+    if request.method == "POST":
+        form = AccountGroupForm(request.POST, instance=account_group)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Account Group updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("account_groups_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = AccountGroupForm(instance=account_group)
+
+    return render(
+        request,
+        "account_groups/fragments/edit.html",
+        {"form": form, "account_group": account_group},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def account_group_delete(request, pk):
+    account_group = get_object_or_404(AccountGroup, id=pk)
+
+    account_group.delete()
+
+    messages.success(request, _("Account Group deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Location": reverse("account_groups_list")},
+    )

app/apps/accounts/views/accounts.py

@@ -0,0 +1,92 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.urls import reverse
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
+
+from apps.accounts.forms import AccountForm
+from apps.accounts.models import Account
+from apps.common.decorators.htmx import only_htmx
+
+
+@login_required
+@require_http_methods(["GET"])
+def accounts_list(request):
+    accounts = Account.objects.all().order_by("id")
+    return render(request, "accounts/pages/list.html", {"accounts": accounts})
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def account_add(request, **kwargs):
+    if request.method == "POST":
+        form = AccountForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Account added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("accounts_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = AccountForm()
+
+    return render(
+        request,
+        "accounts/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def account_edit(request, pk):
+    account = get_object_or_404(Account, id=pk)
+
+    if request.method == "POST":
+        form = AccountForm(request.POST, instance=account)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Account updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("accounts_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = AccountForm(instance=account)
+
+    return render(
+        request,
+        "accounts/fragments/edit.html",
+        {"form": form, "account": account},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def account_delete(request, pk):
+    account = get_object_or_404(Account, id=pk)
+
+    account.delete()
+
+    messages.success(request, _("Account deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Location": reverse("accounts_list")},
+    )

app/apps/accounts/views/balance.py

@@ -0,0 +1,93 @@
+from decimal import Decimal
+
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.db import models
+from django.db import transaction
+from django.http import HttpResponse
+from django.shortcuts import render
+from django.utils import timezone
+from django.utils.translation import gettext_lazy as _
+
+from apps.accounts.forms import AccountBalanceFormSet
+from apps.accounts.models import Account, Transaction
+from apps.common.decorators.htmx import only_htmx
+
+
+@only_htmx
+@login_required
+def account_reconciliation(request):
+    def get_account_balance(account):
+        income = Transaction.objects.filter(
+            account=account, type=Transaction.Type.INCOME, is_paid=True
+        ).aggregate(total=models.Sum("amount"))["total"] or Decimal("0")
+
+        expense = Transaction.objects.filter(
+            account=account, type=Transaction.Type.EXPENSE, is_paid=True
+        ).aggregate(total=models.Sum("amount"))["total"] or Decimal("0")
+
+        return income - expense
+
+    initial_data = [
+        {
+            "account_id": account.id,
+            "account_name": account.name,
+            "decimal_places": account.currency.decimal_places,
+            "suffix": account.currency.suffix,
+            "prefix": account.currency.prefix,
+            "current_balance": get_account_balance(account),
+        }
+        for account in Account.objects.all().select_related("currency")
+    ]
+
+    if request.method == "POST":
+        formset = AccountBalanceFormSet(request.POST, initial=initial_data)
+        if formset.is_valid():
+            with transaction.atomic():
+                for form in formset:
+                    if form.is_valid():
+                        account_id = form.cleaned_data["account_id"]
+                        new_balance = form.cleaned_data["new_balance"]
+                        account = Account.objects.get(id=account_id)
+                        category = form.cleaned_data["category"]
+                        tags = form.cleaned_data.get("tags", [])
+
+                        if new_balance is None:
+                            continue
+
+                        current_balance = get_account_balance(account)
+                        difference = new_balance - current_balance
+
+                        if difference != 0:
+                            new_transaction = Transaction.objects.create(
+                                account=account,
+                                type=(
+                                    Transaction.Type.INCOME
+                                    if difference > 0
+                                    else Transaction.Type.EXPENSE
+                                ),
+                                amount=abs(difference),
+                                date=timezone.localdate(timezone.now()),
+                                reference_date=timezone.localdate(
+                                    timezone.now()
+                                ).replace(day=1),
+                                description=_("Balance reconciliation"),
+                                is_paid=True,
+                                category=category,
+                            )
+
+                            new_transaction.tags.set(tags)
+
+            messages.success(
+                request, _("Account balances have been reconciled successfully.")
+            )
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "transaction_updated, hide_offcanvas, toast"},
+            )
+    else:
+        formset = AccountBalanceFormSet(initial=initial_data)
+
+    return render(
+        request, "accounts/fragments/account_reconciliation.html", {"form": formset}
+    )

app/apps/common/decorators/htmx.py

@@ -0,0 +1,14 @@
+from functools import wraps
+
+from django.core.exceptions import PermissionDenied
+
+
+def only_htmx(view):
+    @wraps(view)
+    def _view(request, *args, **kwargs):
+        if not request.META.get("HTTP_HX_REQUEST"):
+            raise PermissionDenied
+
+        return view(request, *args, **kwargs)
+
+    return _view

app/apps/common/fields/forms/dynamic_select.py

@@ -0,0 +1,205 @@
+from django import forms
+from django.core.exceptions import ValidationError
+from django.db import transaction
+
+from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
+
+
+# class DynamicModelChoiceField(forms.ModelChoiceField):
+#     def __init__(self, model, *args, **kwargs):
+#         self.model = model
+#         self.queryset = kwargs.pop("queryset", model.objects.all())
+#         super().__init__(queryset=self.queryset, *args, **kwargs)
+#         self._created_instance = None
+#
+#         self.widget = TomSelect(clear_button=True, create=True)
+#
+#     def to_python(self, value):
+#         if value in self.empty_values:
+#             return None
+#         try:
+#             key = self.to_field_name or "pk"
+#             return self.model.objects.get(**{key: value})
+#         except (ValueError, TypeError, self.model.DoesNotExist):
+#             return value  # Return the raw value; we'll handle creation in clean()
+#
+#     def clean(self, value):
+#         if isinstance(value, self.model):
+#             return value
+#         if isinstance(value, str):
+#             try:
+#                 if value.isdigit():
+#                     return self.model.objects.get(id=value)
+#                 else:
+#                     raise self.model.DoesNotExist
+#             except self.model.DoesNotExist:
+#                 try:
+#                     with transaction.atomic():
+#                         instance = self.model.objects.create(name=value)
+#                         self._created_instance = instance
+#                         return instance
+#                 except Exception as e:
+#                     raise ValidationError(
+#                         self.error_messages["invalid_choice"], code="invalid_choice"
+#                     )
+#         return super().clean(value)
+#
+#     def bound_data(self, data, initial):
+#         if self._created_instance and isinstance(data, str):
+#             if data == self._created_instance.name:
+#                 return self._created_instance.pk
+#         return super().bound_data(data, initial)
+
+
+class DynamicModelChoiceField(forms.ModelChoiceField):
+    def __init__(self, model, *args, **kwargs):
+        self.model = model
+        self.queryset = kwargs.pop("queryset", model.objects.all())
+        super().__init__(queryset=self.queryset, *args, **kwargs)
+        self._created_instance = None
+
+        self.widget = TomSelect(clear_button=True, create=True)
+
+    def to_python(self, value):
+        if value in self.empty_values:
+            return None
+        try:
+            key = self.to_field_name or "pk"
+            return self.model.objects.get(**{key: value})
+        except (ValueError, TypeError, self.model.DoesNotExist):
+            return value  # Return the raw value; we'll handle creation in clean()
+
+    def clean(self, value):
+        if value in self.empty_values:
+            if self.required:
+                raise ValidationError(self.error_messages["required"], code="required")
+            return None
+
+        if isinstance(value, self.model):
+            return value
+
+        if isinstance(value, str):
+            value = value.strip()
+            if not value:
+                if self.required:
+                    raise ValidationError(
+                        self.error_messages["required"], code="required"
+                    )
+                return None
+
+            try:
+                if value.isdigit():
+                    return self.model.objects.get(id=value)
+                else:
+                    raise self.model.DoesNotExist
+            except self.model.DoesNotExist:
+                try:
+                    with transaction.atomic():
+                        instance = self.model.objects.create(name=value)
+                        self._created_instance = instance
+                        return instance
+                except Exception as e:
+                    raise ValidationError(
+                        self.error_messages["invalid_choice"], code="invalid_choice"
+                    )
+        return super().clean(value)
+
+    def bound_data(self, data, initial):
+        if self._created_instance and isinstance(data, str):
+            if data == self._created_instance.name:
+                return self._created_instance.pk
+        return super().bound_data(data, initial)
+
+
+class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
+    """
+    A custom ModelMultipleChoiceField that creates new entries if they don't exist.
+
+    This field allows users to select multiple existing options or add new ones.
+    If a selected option doesn't exist, it will be created in the database.
+
+    Attributes:
+        create_field (str): The name of the field to use when creating new instances.
+    """
+
+    def __init__(self, model, **kwargs):
+        """
+        Initialize the CreateIfNotExistsModelMultipleChoiceField.
+
+        Args:
+            create_field (str): The name of the field to use when creating new instances.
+            *args: Variable length argument list.
+            **kwargs: Arbitrary keyword arguments.
+        """
+        self.create_field = kwargs.pop("create_field", None)
+        if not self.create_field:
+            raise ValueError("The 'create_field' parameter is required.")
+        self.model = model
+        self.queryset = kwargs.pop("queryset", model.objects.all())
+        super().__init__(queryset=self.queryset, **kwargs)
+
+        self.widget = TomSelectMultiple(
+            remove_button=True, clear_button=True, create=True, checkboxes=True
+        )
+
+    def _create_new_instance(self, value):
+        """
+        Create a new instance of the model with the given value.
+
+        Args:
+            value: The value to use for creating the new instance.
+
+        Returns:
+            Model: The newly created model instance.
+
+        Raises:
+            ValidationError: If there's an error creating the new instance.
+        """
+        try:
+            with transaction.atomic():
+                new_instance = self.queryset.model(**{self.create_field: value})
+                new_instance.full_clean()
+                new_instance.save()
+            return new_instance
+        except Exception as e:
+            raise ValidationError(f"Error creating new instance: {str(e)}")
+
+    def clean(self, value):
+        """
+        Clean and validate the field value.
+
+        This method checks if each selected choice exists in the database.
+        If a choice doesn't exist, it creates a new instance of the model.
+
+        Args:
+            value (list): List of selected values.
+
+        Returns:
+            list: A list containing all selected and newly created model instances.
+
+        Raises:
+            ValidationError: If there's an error during the cleaning process.
+        """
+        if not value:
+            return []
+
+        print(value)
+
+        string_values = set(str(v) for v in value)
+        existing_objects = list(
+            self.queryset.filter(**{f"{self.create_field}__in": string_values})
+        )
+        existing_values = set(
+            str(getattr(obj, self.create_field)) for obj in existing_objects
+        )
+
+        new_values = string_values - existing_values
+        new_objects = []
+
+        for new_value in new_values:
+            try:
+                new_objects.append(self._create_new_instance(new_value))
+            except ValidationError as e:
+                raise ValidationError(f"Error creating '{new_value}': {str(e)}")
+
+        return existing_objects + new_objects

app/apps/common/middleware/timezone.py

@@ -0,0 +1,16 @@
+import zoneinfo
+from django.utils import timezone
+from django.shortcuts import render
+
+
+class TimezoneMiddleware:
+    def __init__(self, get_response):
+        self.get_response = get_response
+
+    def __call__(self, request):
+        tz = request.COOKIES.get("mytz")
+        if tz:
+            timezone.activate(zoneinfo.ZoneInfo(tz))
+        else:
+            timezone.activate(zoneinfo.ZoneInfo("UTC"))
+        return self.get_response(request)

app/apps/common/templatetags/active_link.py

@@ -0,0 +1,41 @@
+from django import template
+
+
+register = template.Library()
+
+
+# https://github.com/valerymelou/django-active-link/
+@register.simple_tag(takes_context=True)
+def active_link(
+    context, views="", namespaces="", css_class="active", inactive_class=""
+):
+    """
+    Renders the given CSS class if the request path matches the path of the view.
+    :param context: The context where the tag was called. Used to access the request object.
+    :param views: The name of the view or views separated by || (include namespaces if any).
+    :param namespaces: The name of the namespace or namespaces separated by ||.
+    :param css_class: The CSS class to render.
+    :param inactive_class: The CSS class to render if the views is not active.
+    :return:
+    """
+    request = context.get("request")
+    if request is None:
+        # Can't work without the request object.
+        return ""
+
+    if views:
+        views = views.split("||")
+        current_view = request.resolver_match.view_name
+
+        if current_view in views:
+            return css_class
+    elif namespaces:
+        namespaces = namespaces.split("||")
+        current_namespace = request.resolver_match.namespaces
+
+        if any(item in current_namespace for item in namespaces):
+            return css_class
+    else:
+        return ""
+
+    return inactive_class

app/apps/common/templatetags/natural.py

@@ -0,0 +1,60 @@
+from django import template
+from django.utils import timezone
+from datetime import date
+from django.utils.translation import gettext_lazy as _, ngettext_lazy
+
+from django.utils.formats import date_format
+
+register = template.Library()
+
+
+@register.filter(name="customnaturaldate")
+def naturaldate(value):
+    if not isinstance(value, date):
+        return value
+
+    today = timezone.localdate(timezone.now())
+    delta = value - today
+
+    if delta.days == 0:
+        return _("today")
+    elif delta.days == 1:
+        return _("tomorrow")
+    elif delta.days == -1:
+        return _("yesterday")
+    elif -7 <= delta.days < 0:
+        return _("last 7 days")
+    elif 0 < delta.days <= 7:
+        return _("in the next 7 days")
+    elif delta.days < -365:
+        years = abs(delta.days) // 365
+        return ngettext_lazy("%(years)s year ago", "%(years)s years ago", years) % {
+            "years": years
+        }
+    elif delta.days < -30:
+        months = abs(delta.days) // 30
+        return ngettext_lazy(
+            "%(months)s month ago", "%(months)s months ago", months
+        ) % {"months": months}
+    elif delta.days < -7:
+        weeks = abs(delta.days) // 7
+        return ngettext_lazy("%(weeks)s week ago", "%(weeks)s weeks ago", weeks) % {
+            "weeks": weeks
+        }
+    elif delta.days > 365:
+        years = delta.days // 365
+        return ngettext_lazy("in %(years)s year", "in %(years)s years", years) % {
+            "years": years
+        }
+    elif delta.days > 30:
+        months = delta.days // 30
+        return ngettext_lazy("in %(months)s month", "in %(months)s months", months) % {
+            "months": months
+        }
+    elif delta.days > 7:
+        weeks = delta.days // 7
+        return ngettext_lazy("in %(weeks)s week", "in %(weeks)s weeks", weeks) % {
+            "weeks": weeks
+        }
+    else:
+        return date_format(value, format="DATE_FORMAT")

app/apps/common/templatetags/title.py

@@ -0,0 +1,13 @@
+from django import template
+from django.conf import settings
+
+register = template.Library()
+
+
+@register.filter
+def site_title(value):
+    value = value.strip()
+    if value:
+        return f"{value} {settings.TITLE_SEPARATOR or '::'} {settings.SITE_TITLE or "SITE_TITLE NOT SET"}"
+    else:
+        return settings.SITE_TITLE or "SITE_TITLE NOT SET"

app/apps/common/widgets/crispy/submit.py

@@ -0,0 +1,65 @@
+from crispy_forms.layout import BaseInput
+
+
+class NoClassSubmit(BaseInput):
+    """
+    Used to create a Submit button descriptor for the {% crispy %} template tag.
+
+    Attributes
+    ----------
+    template: str
+        The default template which this Layout Object will be rendered
+        with.
+    field_classes: str
+        CSS classes to be applied to the ``<input>``.
+    input_type: str
+        The ``type`` attribute of the ``<input>``.
+
+    Parameters
+    ----------
+    name : str
+        The name attribute of the button.
+    value : str
+        The value attribute of the button.
+    css_id : str, optional
+        A custom DOM id for the layout object. If not provided the name
+        argument is slugified and turned into the id for the submit button.
+        By default None.
+    css_class : str, optional
+        Additional CSS classes to be applied to the ``<input>``. By default
+        None.
+    template : str, optional
+        Overrides the default template, if provided. By default None.
+    **kwargs : dict, optional
+        Additional attributes are passed to `flatatt` and converted into
+        key="value", pairs. These attributes are added to the ``<input>``.
+
+    Examples
+    --------
+    Note: ``form`` arg to ``render()`` is not required for ``BaseInput``
+    inherited objects.
+
+    >>> submit = Submit('Search the Site', 'search this site')
+    >>> submit.render("", "", Context())
+    '<input type="submit" name="search-the-site" value="search this site" '
+    'class="btn btn-primary" id="submit-id-search-the-site"/>'
+
+    >>> submit = Submit('Search the Site', 'search this site', css_id="custom-id",
+                         css_class="custom class", my_attr=True, data="my-data")
+    >>> submit.render("", "", Context())
+    '<input type="submit" name="search-the-site" value="search this site" '
+    'class="btn btn-primary custom class" id="custom-id" data="my-data" my-attr/>'
+
+    Usually you will not call the render method on the object directly. Instead
+    add it to your ``Layout`` manually or use the `add_input` method::
+
+        class ExampleForm(forms.Form):
+        [...]
+        def __init__(self, *args, **kwargs):
+            super().__init__(*args, **kwargs)
+            self.helper = FormHelper()
+            self.helper.add_input(Submit('submit', 'Submit'))
+    """
+
+    input_type = "submit"
+    field_classes = ""

app/apps/common/widgets/tom_select.py

@@ -0,0 +1,54 @@
+from django.forms import widgets, SelectMultiple
+from django.utils.translation import gettext_lazy as _
+
+
+class TomSelect(widgets.Select):
+    def __init__(
+        self,
+        attrs=None,
+        remove_button=False,
+        remove_button_text=_("Remove"),
+        create=False,
+        create_text=_("Add"),
+        clear_button=True,
+        clear_text=_("Clear"),
+        no_results_text=_("No results..."),
+        checkboxes=False,
+        *args,
+        **kwargs
+    ):
+        super().__init__(attrs, *args, **kwargs)
+        self.remove_button = remove_button
+        self.remove_button_text = remove_button_text
+        self.clear_button = clear_button
+        self.create = create
+        self.create_text = create_text
+        self.clear_text = clear_text
+        self.no_results_text = no_results_text
+        self.checkboxes = checkboxes
+
+    def build_attrs(self, base_attrs, extra_attrs=None):
+        attrs = super().build_attrs(base_attrs, extra_attrs)
+
+        attrs["data-txt-no-results"] = self.no_results_text
+
+        if self.remove_button:
+            attrs["data-remove-button"] = "true"
+            attrs["data-txt-remove"] = self.remove_button_text
+
+        if self.create:
+            attrs["data-create"] = "true"
+            attrs["data-txt-create"] = self.create_text
+
+        if self.clear_button:
+            attrs["data-clear-button"] = "true"
+            attrs["data-txt-clear"] = self.clear_text
+
+        if self.checkboxes:
+            attrs["data-checkboxes"] = "true"
+
+        return attrs
+
+
+class TomSelectMultiple(SelectMultiple, TomSelect):
+    pass

app/apps/currencies/admin.py

@@ -1,6 +1,6 @@
 from django.contrib import admin
 
-from apps.currencies.models import Currency
+from apps.currencies.models import Currency, ExchangeRate
 
 
 @admin.register(Currency)
@@ -9,3 +9,6 @@ class CurrencyAdmin(admin.ModelAdmin):
         if db_field.name == "suffix" or db_field.name == "prefix":
             kwargs["strip"] = False
         return super().formfield_for_dbfield(db_field, request, **kwargs)
+
+
+admin.site.register(ExchangeRate)

app/apps/currencies/forms.py

@@ -0,0 +1,45 @@
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout
+from django import forms
+from django.forms import CharField
+from django.utils.translation import gettext_lazy as _
+
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.currencies.models import Currency
+
+
+class CurrencyForm(forms.ModelForm):
+    prefix = CharField(strip=False, required=False)
+    suffix = CharField(strip=False, required=False)
+
+    class Meta:
+        model = Currency
+        fields = ["name", "decimal_places", "prefix", "suffix", "code"]
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            "code", "name", "decimal_places", "prefix", "suffix"
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )

app/apps/currencies/migrations/0004_exchangerate.py

@@ -0,0 +1,58 @@
+# Generated by Django 5.1.1 on 2024-10-04 03:33
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("currencies", "0003_alter_currency_decimal_places"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="ExchangeRate",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "rate",
+                    models.DecimalField(
+                        decimal_places=30, max_digits=42, verbose_name="Exchange Rate"
+                    ),
+                ),
+                ("date", models.DateTimeField(verbose_name="Date and Time")),
+                (
+                    "from_currency",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="from_exchange_rates",
+                        to="currencies.currency",
+                        verbose_name="From Currency",
+                    ),
+                ),
+                (
+                    "to_currency",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="to_exchange_rates",
+                        to="currencies.currency",
+                        verbose_name="To Currency",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Exchange Rate",
+                "verbose_name_plural": "Exchange Rates",
+                "unique_together": {("from_currency", "to_currency", "date")},
+            },
+        ),
+    ]

app/apps/currencies/models.py

@@ -20,3 +20,30 @@ class Currency(models.Model):
     class Meta:
         verbose_name = _("Currency")
         verbose_name_plural = _("Currencies")
+
+
+class ExchangeRate(models.Model):
+    from_currency = models.ForeignKey(
+        Currency,
+        on_delete=models.CASCADE,
+        related_name="from_exchange_rates",
+        verbose_name=_("From Currency"),
+    )
+    to_currency = models.ForeignKey(
+        Currency,
+        on_delete=models.CASCADE,
+        related_name="to_exchange_rates",
+        verbose_name=_("To Currency"),
+    )
+    rate = models.DecimalField(
+        max_digits=42, decimal_places=30, verbose_name=_("Exchange Rate")
+    )
+    date = models.DateTimeField(verbose_name=_("Date and Time"))
+
+    class Meta:
+        verbose_name = _("Exchange Rate")
+        verbose_name_plural = _("Exchange Rates")
+        unique_together = ("from_currency", "to_currency", "date")
+
+    def __str__(self):
+        return f"{self.from_currency.code} to {self.to_currency.code} on {self.date}"

app/apps/currencies/urls.py

@@ -0,0 +1,18 @@
+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("currencies/", views.currency_list, name="currencies_list"),
+    path("currencies/add/", views.currency_add, name="currency_add"),
+    path(
+        "currencies/<int:pk>/edit/",
+        views.currency_edit,
+        name="currency_edit",
+    ),
+    path(
+        "currencies/<int:pk>/delete/",
+        views.currency_delete,
+        name="currency_delete",
+    ),
+]

app/apps/currencies/utils/convert.py

@@ -0,0 +1,42 @@
+from django.db.models import Func, F, Value, DurationField, Case, When, DecimalField, Q
+from django.db.models.functions import Abs, Extract
+from django.utils import timezone
+from django.core.exceptions import ValidationError
+from django.utils.translation import gettext_lazy as _
+
+from apps.currencies.models import ExchangeRate
+
+
+def convert(amount, from_currency, to_currency, date=None):
+    if from_currency == to_currency:
+        return amount
+
+    if date is None:
+        date = timezone.localtime(timezone.now())
+
+    try:
+        exchange_rate = (
+            ExchangeRate.objects.filter(
+                Q(from_currency=from_currency, to_currency=to_currency)
+                | Q(from_currency=to_currency, to_currency=from_currency)
+            )
+            .annotate(
+                date_diff=Func(
+                    Extract(F("date") - Value(date), "epoch"), function="ABS"
+                ),
+                effective_rate=Case(
+                    When(from_currency=from_currency, then=F("rate")),
+                    default=1 / F("rate"),
+                    output_field=DecimalField(),
+                ),
+            )
+            .order_by("date_diff")
+            .first()
+        )
+
+        if exchange_rate is None:
+            return None
+
+        return amount * exchange_rate.effective_rate
+    except ExchangeRate.DoesNotExist:
+        return None

app/apps/currencies/views.py

@@ -1,3 +1,92 @@
-from django.shortcuts import render
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.urls import reverse
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
 
-# Create your views here.
+from apps.common.decorators.htmx import only_htmx
+from apps.currencies.forms import CurrencyForm
+from apps.currencies.models import Currency
+
+
+@login_required
+@require_http_methods(["GET"])
+def currency_list(request):
+    currencies = Currency.objects.all().order_by("id")
+    return render(request, "currencies/pages/list.html", {"currencies": currencies})
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def currency_add(request, **kwargs):
+    if request.method == "POST":
+        form = CurrencyForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Currency added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("currencies_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = CurrencyForm()
+
+    return render(
+        request,
+        "currencies/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def currency_edit(request, pk):
+    currency = get_object_or_404(Currency, id=pk)
+
+    if request.method == "POST":
+        form = CurrencyForm(request.POST, instance=currency)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Currency updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("currencies_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = CurrencyForm(instance=currency)
+
+    return render(
+        request,
+        "currencies/fragments/edit.html",
+        {"form": form, "currency": currency},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def currency_delete(request, pk):
+    currency = get_object_or_404(Currency, id=pk)
+
+    currency.delete()
+
+    messages.success(request, _("Currency deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Location": reverse("currencies_list")},
+    )

app/apps/monthly_overview/admin.py

@@ -0,0 +1,3 @@
+from django.contrib import admin
+
+# Register your models here.

app/apps/monthly_overview/apps.py

@@ -0,0 +1,6 @@
+from django.apps import AppConfig
+
+
+class MonthlyOverviewConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "apps.monthly_overview"

app/apps/monthly_overview/models.py

@@ -0,0 +1,3 @@
+from django.db import models
+
+# Create your models here.

app/apps/monthly_overview/tests.py

@@ -0,0 +1,3 @@
+from django.test import TestCase
+
+# Create your tests here.

app/apps/monthly_overview/urls.py

@@ -0,0 +1,27 @@
+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("monthly/", views.index, name="monthly_index"),
+    path(
+        "monthly/<int:month>/<int:year>/transactions/list/",
+        views.transactions_list,
+        name="monthly_transactions_list",
+    ),
+    path(
+        "monthly/<int:month>/<int:year>/",
+        views.monthly_overview,
+        name="monthly_overview",
+    ),
+    path(
+        "monthly/<int:month>/<int:year>/summary/",
+        views.monthly_summary,
+        name="monthly_summary",
+    ),
+    path(
+        "available_dates/",
+        views.month_year_picker,
+        name="available_dates",
+    ),
+]

app/apps/monthly_overview/views/__init__.py

@@ -0,0 +1,2 @@
+from .ui import *
+from .main import *

app/apps/monthly_overview/views/main.py

@@ -0,0 +1,309 @@
+from decimal import Decimal
+
+from django.contrib.auth.decorators import login_required
+from django.db.models import (
+    Case,
+    When,
+    Value,
+    IntegerField,
+    Sum,
+    Q,
+)
+from django.shortcuts import render, redirect
+from django.utils import timezone
+from django.views.decorators.http import require_http_methods
+
+from apps.common.decorators.htmx import only_htmx
+from apps.common.functions.dates import remaining_days_in_month
+from apps.transactions.filters import TransactionsFilter
+from apps.transactions.models import Transaction
+
+
+@login_required
+def index(request):
+    now = timezone.localdate(timezone.now())
+
+    return redirect(to="monthly_overview", month=now.month, year=now.year)
+
+
+@login_required
+@require_http_methods(["GET"])
+def monthly_overview(request, month: int, year: int):
+    transactions = (
+        Transaction.objects.all()
+        .filter(
+            reference_date__year=year,
+            reference_date__month=month,
+        )
+        .order_by("date", "id")
+        .select_related()
+    )
+
+    if month < 1 or month > 12:
+        from django.http import Http404
+
+        raise Http404("Month is out of range")
+
+    next_month = 1 if month == 12 else month + 1
+    next_year = year + 1 if next_month == 1 and month == 12 else year
+
+    previous_month = 12 if month == 1 else month - 1
+    previous_year = year - 1 if previous_month == 12 and month == 1 else year
+
+    f = TransactionsFilter(request.GET, queryset=transactions)
+
+    return render(
+        request,
+        "monthly_overview/pages/overview.html",
+        context={
+            "month": month,
+            "year": year,
+            "next_month": next_month,
+            "next_year": next_year,
+            "previous_month": previous_month,
+            "previous_year": previous_year,
+            "filter": f,
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transactions_list(request, month: int, year: int):
+    today = timezone.localdate(timezone.now())
+    yesterday = today - timezone.timedelta(days=1)
+    tomorrow = today + timezone.timedelta(days=1)
+
+    f = TransactionsFilter(request.GET)
+    transactions_filtered = (
+        f.qs.filter()
+        .filter(
+            reference_date__year=year,
+            reference_date__month=month,
+        )
+        .annotate(
+            date_order=Case(
+                When(date=tomorrow, then=Value(0)),
+                When(date=today, then=Value(1)),
+                When(date=yesterday, then=Value(2)),
+                default=Value(3),
+                output_field=IntegerField(),
+            )
+        )
+        .order_by("date_order", "date", "id")
+        .prefetch_related(
+            "account",
+            "category",
+            "tags",
+            "account__exchange_currency",
+            "account__currency",
+        )
+    )
+    return render(
+        request,
+        "monthly_overview/fragments/list.html",
+        context={"transactions": transactions_filtered},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def monthly_summary(request, month: int, year: int):
+    # Helper function to calculate sums for different transaction types
+    def calculate_sum(transaction_type, is_paid):
+        return (
+            base_queryset.filter(type=transaction_type, is_paid=is_paid)
+            .values(
+                "account__currency__name",
+                "account__currency__suffix",
+                "account__currency__prefix",
+                "account__currency__decimal_places",
+            )
+            .annotate(total=Sum("amount"))
+            .order_by("account__currency__name")
+        )
+
+    # Helper function to format currency sums
+    def format_currency_sum(queryset):
+        return [
+            {
+                "currency": item["account__currency__name"],
+                "suffix": item["account__currency__suffix"],
+                "prefix": item["account__currency__prefix"],
+                "decimal_places": item["account__currency__decimal_places"],
+                "amount": item["total"],
+            }
+            for item in queryset
+        ]
+
+    # Calculate totals
+    def calculate_total(income, expenses):
+        totals = {}
+
+        # Process income
+        for item in income:
+            currency = item["account__currency__name"]
+            totals[currency] = totals.get(currency, Decimal("0")) + item["total"]
+
+        # Subtract expenses
+        for item in expenses:
+            currency = item["account__currency__name"]
+            totals[currency] = totals.get(currency, Decimal("0")) - item["total"]
+
+        return [
+            {
+                "currency": currency,
+                "suffix": next(
+                    (
+                        item["account__currency__suffix"]
+                        for item in list(income) + list(expenses)
+                        if item["account__currency__name"] == currency
+                    ),
+                    "",
+                ),
+                "prefix": next(
+                    (
+                        item["account__currency__prefix"]
+                        for item in list(income) + list(expenses)
+                        if item["account__currency__name"] == currency
+                    ),
+                    "",
+                ),
+                "decimal_places": next(
+                    (
+                        item["account__currency__decimal_places"]
+                        for item in list(income) + list(expenses)
+                        if item["account__currency__name"] == currency
+                    ),
+                    2,
+                ),
+                "amount": amount,
+            }
+            for currency, amount in totals.items()
+        ]
+
+    # Calculate total final
+    def sum_totals(total1, total2):
+        totals = {}
+        for item in total1 + total2:
+            currency = item["currency"]
+            totals[currency] = totals.get(currency, Decimal("0")) + item["amount"]
+        return [
+            {
+                "currency": currency,
+                "suffix": next(
+                    item["suffix"]
+                    for item in total1 + total2
+                    if item["currency"] == currency
+                ),
+                "prefix": next(
+                    item["prefix"]
+                    for item in total1 + total2
+                    if item["currency"] == currency
+                ),
+                "decimal_places": next(
+                    item["decimal_places"]
+                    for item in total1 + total2
+                    if item["currency"] == currency
+                ),
+                "amount": amount,
+            }
+            for currency, amount in totals.items()
+        ]
+
+    # Base queryset with all required filters
+    base_queryset = Transaction.objects.filter(
+        reference_date__year=year, reference_date__month=month, account__is_asset=False
+    ).exclude(Q(category__mute=True) & ~Q(category=None))
+
+    # Calculate sums for different transaction types
+    paid_income = calculate_sum(Transaction.Type.INCOME, True)
+    projected_income = calculate_sum(Transaction.Type.INCOME, False)
+    paid_expenses = calculate_sum(Transaction.Type.EXPENSE, True)
+    projected_expenses = calculate_sum(Transaction.Type.EXPENSE, False)
+
+    total_current = calculate_total(paid_income, paid_expenses)
+    total_projected = calculate_total(projected_income, projected_expenses)
+
+    total_final = sum_totals(total_current, total_projected)
+
+    # Calculate daily spending allowance
+    remaining_days = remaining_days_in_month(
+        month=month, year=year, current_date=timezone.localdate(timezone.now())
+    )
+    if (
+        timezone.localdate(timezone.now()).month == month
+        and timezone.localdate(timezone.now()).year == year
+    ):
+        daily_spending_allowance = [
+            {
+                "currency": item["currency"],
+                "suffix": item["suffix"],
+                "prefix": item["prefix"],
+                "decimal_places": item["decimal_places"],
+                "amount": (
+                    amount
+                    if (amount := item["amount"] / remaining_days) > 0
+                    else Decimal("0")
+                ),
+            }
+            for item in total_final
+        ]
+    else:
+        daily_spending_allowance = []
+
+    # Construct the response dictionary
+    data = {
+        "paid_income": format_currency_sum(paid_income),
+        "projected_income": format_currency_sum(projected_income),
+        "paid_expenses": format_currency_sum(paid_expenses),
+        "projected_expenses": format_currency_sum(projected_expenses),
+        "total_current": total_current,
+        "total_projected": total_projected,
+        "total_final": total_final,
+        "daily_spending_allowance": daily_spending_allowance,
+    }
+
+    # account_summary = (
+    #     Account.objects.annotate(
+    #         balance=Coalesce(
+    #             Sum(
+    #                 Case(
+    #                     When(
+    #                         transaction__type=Transaction.Type.INCOME,
+    #                         transaction__is_paid=True,
+    #                         transaction__reference_date__year=year,
+    #                         transaction__reference_date__month=month,
+    #                         then=F("transaction__amount"),
+    #                     ),
+    #                     When(
+    #                         transaction__type=Transaction.Type.EXPENSE,
+    #                         transaction__is_paid=True,
+    #                         transaction__reference_date__year=year,
+    #                         transaction__reference_date__month=month,
+    #                         then=-F("transaction__amount"),
+    #                     ),
+    #                     output_field=DecimalField(),
+    #                 )
+    #             ),
+    #             Decimal(0),
+    #         )
+    #     )
+    #     .values(
+    #         "id",
+    #         "name",
+    #         "balance",
+    #         "currency__prefix",
+    #         "currency__suffix",
+    #         "currency__decimal_places",
+    #     )
+    #     .order_by("id")
+    # )
+
+    return render(
+        request,
+        "monthly_overview/fragments/monthly_summary.html",
+        context={"totals": data},
+    )

app/apps/monthly_overview/views/ui.py

@@ -0,0 +1,71 @@
+from dateutil.relativedelta import relativedelta
+from django.db.models import (
+    Count,
+)
+from django.db.models.functions import ExtractYear, ExtractMonth
+from django.shortcuts import render
+from django.utils import timezone
+
+from apps.transactions.models import Transaction
+
+
+def month_year_picker(request):
+    # Get current month and year from request or use current date
+    current_date = timezone.localdate(timezone.now())
+    current_month = int(request.GET.get("month", current_date.month))
+    current_year = int(request.GET.get("year", current_date.year))
+
+    # Set start and end dates
+    start_date = timezone.datetime(current_year - 1, 1, 1).date()
+    end_date = timezone.datetime(current_year + 1, 12, 31).date()
+
+    # Get years from transactions
+    transaction_years = Transaction.objects.dates("reference_date", "year", order="ASC")
+
+    # Extend start_date and end_date if necessary
+    if transaction_years:
+        start_date = min(start_date, transaction_years.first().replace(month=1, day=1))
+        end_date = max(end_date, transaction_years.last().replace(month=12, day=31))
+
+    # Generate all months between start_date and end_date
+    all_months = []
+    current_month_date = start_date
+    while current_month_date <= end_date:
+        all_months.append(current_month_date)
+        current_month_date += relativedelta(months=1)
+
+    # Get transaction counts for each month
+    transaction_counts = (
+        Transaction.objects.annotate(
+            year=ExtractYear("reference_date"), month=ExtractMonth("reference_date")
+        )
+        .values("year", "month")
+        .annotate(transaction_count=Count("id"))
+        .order_by("year", "month")
+    )
+
+    # Create a dictionary for quick lookup
+    count_dict = {
+        (item["year"], item["month"]): item["transaction_count"]
+        for item in transaction_counts
+    }
+
+    # Create the final result
+    result = [
+        {
+            "year": date.year,
+            "month": date.month,
+            "transaction_count": count_dict.get((date.year, date.month), 0),
+        }
+        for date in all_months
+    ]
+
+    return render(
+        request,
+        "monthly_overview/fragments/month_year_picker.html",
+        {
+            "month_year_data": result,
+            "current_month": current_month,
+            "current_year": current_year,
+        },
+    )

app/apps/net_worth/admin.py

@@ -0,0 +1,3 @@
+from django.contrib import admin
+
+# Register your models here.

app/apps/net_worth/apps.py

@@ -0,0 +1,6 @@
+from django.apps import AppConfig
+
+
+class NetWorthConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "apps.net_worth"

app/apps/net_worth/models.py

@@ -0,0 +1,3 @@
+from django.db import models
+
+# Create your models here.

app/apps/net_worth/tests.py

@@ -0,0 +1,3 @@
+from django.test import TestCase
+
+# Create your tests here.

app/apps/net_worth/urls.py

@@ -0,0 +1,7 @@
+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("net-worth/", views.net_worth_main, name="net_worth"),
+]

app/apps/net_worth/utils/calculate_net_worth.py

@@ -0,0 +1,77 @@
+from django.db.models import Sum
+from decimal import Decimal
+
+from django.db.models.functions import TruncMonth
+
+from apps.transactions.models import Transaction
+from apps.accounts.models import Account
+from apps.currencies.models import Currency
+
+
+def calculate_net_worth():
+    accounts = Account.objects.all()
+    net_worth = {}
+
+    for account in accounts:
+        currency = account.currency
+        if currency.code not in net_worth:
+            net_worth[currency.code] = Decimal("0")
+
+        income = Transaction.objects.filter(
+            account=account, type=Transaction.Type.INCOME, is_paid=True
+        ).aggregate(total=Sum("amount"))["total"] or Decimal("0")
+
+        expenses = Transaction.objects.filter(
+            account=account, type=Transaction.Type.EXPENSE, is_paid=True
+        ).aggregate(total=Sum("amount"))["total"] or Decimal("0")
+
+        account_balance = income - expenses
+        net_worth[currency.code] += account_balance
+
+    return net_worth
+
+
+def calculate_historical_net_worth(start_date, end_date):
+    asset_accounts = Account.objects.all()
+    currencies = Currency.objects.all()
+
+    # Initialize the result dictionary
+    historical_net_worth = {}
+
+    # Get all months between start_date and end_date
+    months = (
+        Transaction.objects.filter(account__in=asset_accounts)
+        .annotate(month=TruncMonth("date"))
+        .values("month")
+        .distinct()
+        .order_by("month")
+    )
+
+    for month_data in months:
+        month = month_data["month"]
+        month_str = month.strftime("%Y-%m")
+        historical_net_worth[month_str] = {
+            currency.code: Decimal("0.00") for currency in currencies
+        }
+
+        for account in asset_accounts:
+            currency = account.currency
+
+            income = Transaction.objects.filter(
+                account=account,
+                type=Transaction.Type.INCOME,
+                is_paid=True,
+                date__lte=month,
+            ).aggregate(total=Sum("amount"))["total"] or Decimal("0.00")
+
+            expenses = Transaction.objects.filter(
+                account=account,
+                type=Transaction.Type.EXPENSE,
+                is_paid=True,
+                date__lte=month,
+            ).aggregate(total=Sum("amount"))["total"] or Decimal("0.00")
+
+            account_balance = income - expenses
+            historical_net_worth[month_str][currency.code] += account_balance
+
+    return historical_net_worth

app/apps/net_worth/views.py

@@ -0,0 +1,39 @@
+from datetime import datetime
+
+from django.http import JsonResponse
+from django.shortcuts import render
+
+from apps.net_worth.utils.calculate_net_worth import (
+    calculate_net_worth,
+    calculate_historical_net_worth,
+)
+from apps.currencies.models import Currency
+
+
+# Create your views here.
+def net_worth_main(request):
+    net_worth = calculate_net_worth()
+    # historical = calculate_historical_net_worth(
+    #     start_date=datetime(day=1, month=1, year=2021).date(),
+    #     end_date=datetime(day=1, month=1, year=2025).date(),
+    # )
+    # print(historical)
+
+    # Format the net worth with currency details
+    formatted_net_worth = []
+    for currency_code, amount in net_worth.items():
+        currency = Currency.objects.get(code=currency_code)
+        formatted_net_worth.append(
+            {
+                "amount": amount,
+                "code": currency.code,
+                "name": currency.name,
+                "prefix": currency.prefix,
+                "suffix": currency.suffix,
+                "decimal_places": currency.decimal_places,
+            }
+        )
+
+    return render(
+        request, "net_worth/net_worth.html", {"currency_net_worth": formatted_net_worth}
+    )

app/apps/transactions/admin.py

@@ -1,6 +1,11 @@
 from django.contrib import admin
 
-from apps.transactions.models import Transaction, TransactionCategory, TransactionTag
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    InstallmentPlan,
+)
 
 
 @admin.register(Transaction)
@@ -16,5 +21,17 @@ class TransactionModelAdmin(admin.ModelAdmin):
     ]
 
 
+class TransactionInline(admin.TabularInline):
+    model = Transaction
+    extra = 0
+
+
+@admin.register(InstallmentPlan)
+class InstallmentPlanAdmin(admin.ModelAdmin):
+    inlines = [
+        TransactionInline,
+    ]
+
+
 admin.site.register(TransactionCategory)
 admin.site.register(TransactionTag)

app/apps/transactions/filters.py

@@ -0,0 +1,108 @@
+import django_filters
+from crispy_bootstrap5.bootstrap5 import Switch
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, Field
+from django import forms
+from django.db.models import Q
+from django.utils.translation import gettext_lazy as _
+
+from apps.accounts.models import Account
+from apps.transactions.models import Transaction
+from apps.transactions.models import TransactionCategory
+from apps.transactions.models import TransactionTag
+from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
+
+SITUACAO_CHOICES = (
+    ("1", _("Paid")),
+    ("0", _("Projected")),
+)
+
+
+def content_filter(queryset, name, value):
+    queryset = queryset.filter(
+        Q(description__icontains=value) | Q(notes__icontains=value)
+    )
+    return queryset
+
+
+class TransactionsFilter(django_filters.FilterSet):
+    description = django_filters.CharFilter(
+        label=_("Content"),
+        method=content_filter,
+        widget=forms.TextInput(attrs={"type": "search"}),
+    )
+    type = django_filters.MultipleChoiceFilter(
+        choices=Transaction.Type.choices,
+        label=_("Transaction Type"),
+    )
+    account = django_filters.ModelMultipleChoiceFilter(
+        field_name="account__name",
+        queryset=Account.objects.all(),
+        to_field_name="name",
+        label="Accounts",
+        widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+    )
+    category = django_filters.ModelMultipleChoiceFilter(
+        field_name="category__name",
+        queryset=TransactionCategory.objects.all(),
+        to_field_name="name",
+        label="Categories",
+        widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+    )
+    tags = django_filters.ModelMultipleChoiceFilter(
+        field_name="tags__name",
+        queryset=TransactionTag.objects.all(),
+        to_field_name="name",
+        label="Tags",
+        widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+    )
+    is_paid = django_filters.MultipleChoiceFilter(
+        choices=SITUACAO_CHOICES,
+        field_name="is_paid",
+        label="Situação",
+    )
+
+    class Meta:
+        model = Transaction
+        fields = [
+            "description",
+            "type",
+            "account",
+            "is_paid",
+            "category",
+            "tags",
+        ]
+
+    def __init__(self, data=None, *args, **kwargs):
+        # if filterset is bound, use initial values as defaults
+        if data is not None:
+            # get a mutable copy of the QueryDict
+            data = data.copy()
+
+            # # set type to all if it isn't set
+            if data.get("type") is None:
+                data.setlist("type", ["IN", "EX"])
+
+            if data.get("is_paid") is None:
+                data.setlist("is_paid", ["1", "0"])
+
+        super().__init__(data, *args, **kwargs)
+
+        self.form.helper = FormHelper()
+        self.form.helper.form_tag = False
+        self.form.helper.form_method = "GET"
+        self.form.helper.disable_csrf = True
+        self.form.helper.layout = Layout(
+            Field(
+                "type",
+                template="transactions/widgets/transaction_type_filter_buttons.html",
+            ),
+            Field(
+                "is_paid",
+                template="transactions/widgets/transaction_type_filter_buttons.html",
+            ),
+            Field("description"),
+            Field("account", size=1),
+            Field("category", size=1),
+            Field("tags", size=1),
+        )

app/apps/transactions/forms.py

@@ -1,12 +1,26 @@
 from crispy_bootstrap5.bootstrap5 import Switch
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Layout, Row, Column, Field, Fieldset
+from dateutil.relativedelta import relativedelta
 from django import forms
+from django.db import transaction
 from django.utils.safestring import mark_safe
 from django.utils.translation import gettext_lazy as _
-from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Submit, Row, Column, Div, Field, Hidden
 
 from apps.accounts.models import Account
-from .models import Transaction, TransactionCategory, TransactionTag
+from apps.common.fields.forms.dynamic_select import (
+    DynamicModelChoiceField,
+    DynamicModelMultipleChoiceField,
+)
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
+from apps.transactions.models import (
+    Transaction,
+    TransactionCategory,
+    TransactionTag,
+    InstallmentPlan,
+)
 from apps.transactions.widgets import (
     ArbitraryDecimalDisplayNumberInput,
     MonthYearWidget,
@@ -14,6 +28,19 @@ from apps.transactions.widgets import (
 
 
 class TransactionForm(forms.ModelForm):
+    category = DynamicModelChoiceField(
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+    )
+
     class Meta:
         model = Transaction
         fields = [
@@ -31,20 +58,21 @@ class TransactionForm(forms.ModelForm):
         widgets = {
             "date": forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
             "notes": forms.Textarea(attrs={"rows": 3}),
+            "account": TomSelect(),
         }
-        labels = {
-            "tags": mark_safe('<i class="fa-solid fa-hashtag me-1"></i>' + _("Tags")),
-            "category": mark_safe(
-                '<i class="fa-solid fa-icons me-1"></i>' + _("Category")
-            ),
-            "notes": mark_safe(
-                '<i class="fa-solid fa-align-justify me-1"></i>' + _("Notes")
-            ),
-            "amount": mark_safe('<i class="fa-solid fa-coins me-1"></i>' + _("Amount")),
-            "description": mark_safe(
-                '<i class="fa-solid fa-quote-left me-1"></i>' + _("Name")
-            ),
-        }
+        # labels = {
+        #     "tags": mark_safe('<i class="fa-solid fa-hashtag me-1"></i>' + _("Tags")),
+        #     "category": mark_safe(
+        #         '<i class="fa-solid fa-icons me-1"></i>' + _("Category")
+        #     ),
+        #     "notes": mark_safe(
+        #         '<i class="fa-solid fa-align-justify me-1"></i>' + _("Notes")
+        #     ),
+        #     "amount": mark_safe('<i class="fa-solid fa-coins me-1"></i>' + _("Amount")),
+        #     "description": mark_safe(
+        #         '<i class="fa-solid fa-quote-left me-1"></i>' + _("Name")
+        #     ),
+        # }
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
@@ -66,28 +94,59 @@ class TransactionForm(forms.ModelForm):
             ),
             "description",
             Field("amount", inputmode="decimal"),
-            Field("category", css_class="select"),
-            Field("tags", css_class="multiselect", size=1),
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
             "notes",
-            Submit("submit", "Save", css_class="btn btn-warning"),
         )
+
+        self.fields["reference_date"].required = False
+
         if self.instance and self.instance.pk:
             decimal_places = self.instance.account.currency.decimal_places
             self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
                 decimal_places=decimal_places
             )
-        else:
-            self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
-                decimal_places=2
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
             )
+        else:
+            self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+    def clean(self):
+        cleaned_data = super().clean()
+        date = cleaned_data.get("date")
+        reference_date = cleaned_data.get("reference_date")
+
+        if date and not reference_date:
+            cleaned_data["reference_date"] = date.replace(day=1)
+
+        return cleaned_data
 
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(
-        queryset=Account.objects.all(), label="From Account"
+        queryset=Account.objects.all(),
+        label="From Account",
+        widget=TomSelect(),
     )
     to_account = forms.ModelChoiceField(
-        queryset=Account.objects.all(), label="To Account"
+        queryset=Account.objects.all(),
+        label="To Account",
+        widget=TomSelect(),
     )
 
     from_amount = forms.DecimalField(
@@ -102,20 +161,30 @@ class TransferForm(forms.Form):
         required=False,
     )
 
-    from_category = forms.ModelChoiceField(
-        queryset=TransactionCategory.objects.all(),
+    from_category = DynamicModelChoiceField(
+        model=TransactionCategory,
         required=False,
-        label="From Category",
+        label=_("Category"),
     )
-    to_category = forms.ModelChoiceField(
-        queryset=TransactionCategory.objects.all(), required=False, label="To Category"
+    to_category = DynamicModelChoiceField(
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
     )
 
-    from_tags = forms.ModelMultipleChoiceField(
-        queryset=TransactionTag.objects.all(), required=False, label="From Tags"
+    from_tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
     )
-    to_tags = forms.ModelMultipleChoiceField(
-        queryset=TransactionTag.objects.all(), required=False, label="To Tags"
+    to_tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
     )
 
     date = forms.DateField(
@@ -133,16 +202,25 @@ class TransferForm(forms.Form):
 
         self.helper.layout = Layout(
             Row(
-                Column("date", css_class="form-group col-md-6 mb-0"),
-                Column("reference_date", css_class="form-group col-md-6 mb-0"),
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(
+                    Field("reference_date"),
+                    css_class="form-group col-md-6 mb-0",
+                ),
                 css_class="form-row",
             ),
-            "description",
+            Field("description"),
             Row(
                 Column(
                     Row(
-                        Column("from_account", css_class="form-group col-md-6 mb-0"),
-                        Column("from_amount", css_class="form-group col-md-6 mb-0"),
+                        Column(
+                            "from_account",
+                            css_class="form-group col-md-6 mb-0",
+                        ),
+                        Column(
+                            Field("from_amount"),
+                            css_class="form-group col-md-6 mb-0",
+                        ),
                         css_class="form-row",
                     ),
                     Row(
@@ -156,8 +234,14 @@ class TransferForm(forms.Form):
             Row(
                 Column(
                     Row(
-                        Column("to_account", css_class="form-group col-md-6 mb-0"),
-                        Column("to_amount", css_class="form-group col-md-6 mb-0"),
+                        Column(
+                            "to_account",
+                            css_class="form-group col-md-6 mb-0",
+                        ),
+                        Column(
+                            Field("to_amount"),
+                            css_class="form-group col-md-6 mb-0",
+                        ),
                         css_class="form-row",
                     ),
                     Row(
@@ -168,16 +252,16 @@ class TransferForm(forms.Form):
                 ),
                 css_class="p-1 mx-1 my-3 border rounded-3",
             ),
-            Submit("submit", "Save", css_class="btn btn-primary"),
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Tranfer"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
         )
 
-        self.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput(
-            decimal_places=2
-        )
+        self.fields["from_amount"].widget = ArbitraryDecimalDisplayNumberInput()
 
-        self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput(
-            decimal_places=2
-        )
+        self.fields["to_amount"].widget = ArbitraryDecimalDisplayNumberInput()
 
     def clean(self):
         cleaned_data = super().clean()
@@ -227,3 +311,195 @@ class TransferForm(forms.Form):
         to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
 
         return from_transaction, to_transaction
+
+
+class InstallmentPlanForm(forms.Form):
+    type = forms.ChoiceField(choices=Transaction.Type.choices)
+    account = forms.ModelChoiceField(
+        queryset=Account.objects.all(),
+        label=_("Account"),
+        widget=TomSelect(),
+    )
+    start_date = forms.DateField(
+        label=_("Start Date"),
+        widget=forms.DateInput(attrs={"type": "date"}, format="%Y-%m-%d"),
+    )
+    description = forms.CharField(max_length=500, label=_("Description"))
+    number_of_installments = forms.IntegerField(
+        min_value=1, label=_("Number of Installments")
+    )
+    recurrence = forms.ChoiceField(
+        choices=(
+            ("yearly", _("Yearly")),
+            ("monthly", _("Monthly")),
+            ("weekly", _("Weekly")),
+            ("daily", _("Daily")),
+        ),
+        initial="monthly",
+        widget=TomSelect(clear_button=False),
+    )
+    installment_amount = forms.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        required=True,
+        label=_("Installment Amount"),
+    )
+    category = DynamicModelChoiceField(
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+
+        self.helper.layout = Layout(
+            Field(
+                "type",
+                template="transactions/widgets/income_expense_toggle_buttons.html",
+            ),
+            "account",
+            "description",
+            Row(
+                Column("start_date", css_class="form-group col-md-4 mb-0"),
+                Column("number_of_installments", css_class="form-group col-md-4 mb-0"),
+                Column("recurrence", css_class="form-group col-md-4 mb-0"),
+                css_class="form-row",
+            ),
+            "installment_amount",
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+        self.fields["installment_amount"].widget = ArbitraryDecimalDisplayNumberInput()
+
+    def save(self):
+        number_of_installments = self.cleaned_data["number_of_installments"]
+        transaction_type = self.cleaned_data["type"]
+        start_date = self.cleaned_data["start_date"]
+        recurrence = self.cleaned_data["recurrence"]
+        account = self.cleaned_data["account"]
+        description = self.cleaned_data["description"]
+        installment_amount = self.cleaned_data["installment_amount"]
+        category = self.cleaned_data["category"]
+
+        with transaction.atomic():
+            installment_plan = InstallmentPlan.objects.create(
+                account=account,
+                description=description,
+                number_of_installments=number_of_installments,
+            )
+
+            with transaction.atomic():
+                for i in range(number_of_installments):
+                    if recurrence == "yearly":
+                        delta = relativedelta(years=i)
+                    elif recurrence == "monthly":
+                        delta = relativedelta(months=i)
+                    elif recurrence == "weekly":
+                        delta = relativedelta(weeks=i)
+                    elif recurrence == "daily":
+                        delta = relativedelta(days=i)
+
+                    transaction_date = start_date + delta
+                    new_transaction = Transaction.objects.create(
+                        account=account,
+                        type=transaction_type,
+                        date=transaction_date,
+                        reference_date=transaction_date.replace(day=1),
+                        amount=installment_amount,
+                        description=description,
+                        notes=f"{i + 1}/{number_of_installments}",
+                        category=category,
+                        installment_plan=installment_plan,
+                    )
+
+                    new_transaction.tags.set(self.cleaned_data.get("tags", []))
+
+        return installment_plan
+
+
+class TransactionTagForm(forms.ModelForm):
+    class Meta:
+        model = TransactionTag
+        fields = ["name"]
+        labels = {"name": _("Tag name")}
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(Field("name", css_class="mb-3"))
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+
+class TransactionCategoryForm(forms.ModelForm):
+    class Meta:
+        model = TransactionCategory
+        fields = ["name", "mute"]
+        labels = {"name": _("Category name")}
+        help_texts = {
+            "mute": _("Muted categories won't count towards your monthly total")
+        }
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(Field("name", css_class="mb-3"), Switch("mute"))
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )

app/apps/transactions/migrations/0009_alter_transaction_tags.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.1 on 2024-09-27 19:09
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0008_rename_transactiontags_transactiontag'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transaction',
+            name='tags',
+            field=models.ManyToManyField(blank=True, to='transactions.transactiontag', verbose_name='Tags'),
+        ),
+    ]

app/apps/transactions/migrations/0010_installmentplan_transaction_installment_plan.py

@@ -0,0 +1,79 @@
+# Generated by Django 5.1.1 on 2024-10-05 02:15
+
+import apps.transactions.validators
+import django.core.validators
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("accounts", "0002_account_exchange_currency"),
+        ("transactions", "0009_alter_transaction_tags"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="InstallmentPlan",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("start_date", models.DateField(verbose_name="Start Date")),
+                (
+                    "description",
+                    models.CharField(max_length=500, verbose_name="Description"),
+                ),
+                (
+                    "number_of_installments",
+                    models.PositiveIntegerField(
+                        validators=[django.core.validators.MinValueValidator(1)],
+                        verbose_name="Number of Installments",
+                    ),
+                ),
+                (
+                    "total_amount",
+                    models.DecimalField(
+                        decimal_places=30,
+                        max_digits=42,
+                        validators=[
+                            apps.transactions.validators.validate_non_negative,
+                            apps.transactions.validators.validate_decimal_places,
+                        ],
+                        verbose_name="Total Amount",
+                    ),
+                ),
+                (
+                    "account",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        to="accounts.account",
+                        verbose_name="Account",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Installment Plan",
+                "verbose_name_plural": "Installment Plans",
+            },
+        ),
+        migrations.AddField(
+            model_name="transaction",
+            name="installment_plan",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.CASCADE,
+                related_name="transactions",
+                to="transactions.installmentplan",
+                verbose_name="Installment Plan",
+            ),
+        ),
+    ]

app/apps/transactions/migrations/0011_remove_installmentplan_start_date_and_more.py

@@ -0,0 +1,21 @@
+# Generated by Django 5.1.1 on 2024-10-05 16:17
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("transactions", "0010_installmentplan_transaction_installment_plan"),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name="installmentplan",
+            name="start_date",
+        ),
+        migrations.RemoveField(
+            model_name="installmentplan",
+            name="total_amount",
+        ),
+    ]

app/apps/transactions/migrations/0012_alter_transaction_category.py

@@ -0,0 +1,25 @@
+# Generated by Django 5.1.1 on 2024-10-06 22:25
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("transactions", "0011_remove_installmentplan_start_date_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="transaction",
+            name="category",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                to="transactions.transactioncategory",
+                verbose_name="Category",
+            ),
+        ),
+    ]

app/apps/transactions/migrations/0013_alter_transactioncategory_name_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.1.1 on 2024-10-07 14:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("transactions", "0012_alter_transaction_category"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="transactioncategory",
+            name="name",
+            field=models.CharField(max_length=255, unique=True, verbose_name="Name"),
+        ),
+        migrations.AlterField(
+            model_name="transactiontag",
+            name="name",
+            field=models.CharField(max_length=255, unique=True, verbose_name="Name"),
+        ),
+    ]

app/apps/transactions/models.py

@@ -1,14 +1,18 @@
+from dateutil.relativedelta import relativedelta
 from django.core.exceptions import ValidationError
+from django.core.validators import MinValueValidator
 from django.db import models
+from django.utils.functional import cached_property
 from django.utils.translation import gettext_lazy as _
 
 from apps.common.functions.decimals import truncate_decimal
 from apps.transactions.fields import MonthYearField
 from apps.transactions.validators import validate_decimal_places, validate_non_negative
+from apps.currencies.utils.convert import convert
 
 
 class TransactionCategory(models.Model):
-    name = models.CharField(max_length=255, verbose_name=_("Name"))
+    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
     mute = models.BooleanField(default=False, verbose_name=_("Mute"))
 
     class Meta:
@@ -21,7 +25,7 @@ class TransactionCategory(models.Model):
 
 
 class TransactionTag(models.Model):
-    name = models.CharField(max_length=255, verbose_name=_("Name"))
+    name = models.CharField(max_length=255, verbose_name=_("Name"), unique=True)
 
     class Meta:
         verbose_name = _("Transaction Tags")
@@ -32,6 +36,30 @@ class TransactionTag(models.Model):
         return self.name
 
 
+class InstallmentPlan(models.Model):
+    account = models.ForeignKey(
+        "accounts.Account", on_delete=models.CASCADE, verbose_name=_("Account")
+    )
+    description = models.CharField(max_length=500, verbose_name=_("Description"))
+    number_of_installments = models.PositiveIntegerField(
+        validators=[MinValueValidator(1)], verbose_name=_("Number of Installments")
+    )
+    # start_date = models.DateField(verbose_name=_("Start Date"))
+    # end_date = models.DateField(verbose_name=_("End Date"))
+
+    class Meta:
+        verbose_name = _("Installment Plan")
+        verbose_name_plural = _("Installment Plans")
+
+    def __str__(self):
+        return f"{self.description} - {self.number_of_installments} installments"
+
+    def delete(self, *args, **kwargs):
+        # Delete related transactions
+        self.transactions.all().delete()
+        super().delete(*args, **kwargs)
+
+
 class Transaction(models.Model):
     class Type(models.TextChoices):
         INCOME = "IN", _("Income")
@@ -61,13 +89,22 @@ class Transaction(models.Model):
     notes = models.TextField(blank=True, verbose_name=_("Notes"))
     category = models.ForeignKey(
         TransactionCategory,
-        on_delete=models.CASCADE,
+        on_delete=models.SET_NULL,
         verbose_name=_("Category"),
         blank=True,
         null=True,
     )
     tags = models.ManyToManyField(TransactionTag, verbose_name=_("Tags"), blank=True)
 
+    installment_plan = models.ForeignKey(
+        InstallmentPlan,
+        on_delete=models.CASCADE,
+        null=True,
+        blank=True,
+        related_name="transactions",
+        verbose_name=_("Installment Plan"),
+    )
+
     class Meta:
         verbose_name = _("Transaction")
         verbose_name_plural = _("Transactions")
@@ -79,3 +116,21 @@ class Transaction(models.Model):
         )
         self.full_clean()
         super().save(*args, **kwargs)
+
+    def exchanged_amount(self):
+        if self.account.exchange_currency:
+            converted_amount = convert(
+                self.amount,
+                self.account.exchange_currency,
+                self.account.currency,
+                date=self.date,
+            )
+            if converted_amount:
+                return {
+                    "amount": converted_amount,
+                    "suffix": self.account.exchange_currency.suffix,
+                    "prefix": self.account.exchange_currency.prefix,
+                    "decimal_places": self.account.exchange_currency.decimal_places,
+                }
+
+        return None

app/apps/transactions/templatetags/currency_display.py

@@ -1,5 +1,6 @@
 from django import template
 from django.template.defaultfilters import floatformat
+from django.utils.formats import number_format
 
 from apps.transactions.models import Transaction
 
@@ -7,7 +8,9 @@ register = template.Library()
 
 
 def _format_string(prefix, amount, decimal_places, suffix):
-    formatted_amount = floatformat(abs(amount), f"{decimal_places}g")
+    formatted_amount = number_format(
+        value=abs(amount), decimal_pos=decimal_places, force_grouping=True
+    )
     if amount < 0:
         return f"-{prefix}{formatted_amount}{suffix}"
     else:
@@ -32,3 +35,8 @@ def entry_currency(entry):
     suffix = entry["suffix"]
 
     return _format_string(prefix, amount, decimal_places, suffix)
+
+
+@register.simple_tag(name="currency_display")
+def currency_display(amount, prefix, suffix, decimal_places):
+    return _format_string(prefix, amount, decimal_places, suffix)

app/apps/transactions/urls.py

@@ -3,22 +3,6 @@ from django.urls import path
 from . import views
 
 urlpatterns = [
-    path("", views.index, name="index"),
-    path(
-        "transactions/<int:month>/<int:year>/",
-        views.transactions_overview,
-        name="transactions_overview",
-    ),
-    path(
-        "transactions/<int:month>/<int:year>/list/",
-        views.transactions_list,
-        name="transactions_list",
-    ),
-    path(
-        "transactions/<int:month>/<int:year>/summary/",
-        views.monthly_summary,
-        name="monthly_summary",
-    ),
     path(
         "transaction/<int:transaction_id>/pay",
         views.transaction_pay,
@@ -39,14 +23,38 @@ urlpatterns = [
         views.transaction_add,
         name="transaction_add",
     ),
-    path(
-        "available_dates/",
-        views.month_year_picker,
-        name="available_dates",
-    ),
     path(
         "transactions/transfer",
         views.transactions_transfer,
         name="transactions_transfer",
     ),
+    path(
+        "transactions/installments/add/",
+        views.AddInstallmentPlanView.as_view(),
+        name="installments_add",
+    ),
+    path("tags/", views.tag_list, name="tags_list"),
+    path("tags/add/", views.tag_add, name="tag_add"),
+    path(
+        "tags/<int:tag_id>/edit/",
+        views.tag_edit,
+        name="tag_edit",
+    ),
+    path(
+        "tags/<int:tag_id>/delete/",
+        views.tag_delete,
+        name="tag_delete",
+    ),
+    path("categories/", views.categories_list, name="categories_list"),
+    path("categories/add/", views.category_add, name="category_add"),
+    path(
+        "categories/<int:category_id>/edit/",
+        views.category_edit,
+        name="category_edit",
+    ),
+    path(
+        "categories/<int:category_id>/delete/",
+        views.category_delete,
+        name="category_delete",
+    ),
 ]

app/apps/transactions/utils/monthly_summary.py

@@ -0,0 +1,108 @@
+from decimal import Decimal
+
+from django.db.models import Sum
+
+
+def calculate_sum(queryset, transaction_type, is_paid):
+    return (
+        queryset.filter(type=transaction_type, is_paid=is_paid)
+        .values(
+            "account__currency__name",
+            "account__currency__suffix",
+            "account__currency__prefix",
+            "account__currency__decimal_places",
+        )
+        .annotate(total=Sum("amount"))
+        .order_by("account__currency__name")
+    )
+
+
+# Helper function to format currency sums
+def format_currency_sum(queryset):
+    return [
+        {
+            "currency": item["account__currency__name"],
+            "suffix": item["account__currency__suffix"],
+            "prefix": item["account__currency__prefix"],
+            "decimal_places": item["account__currency__decimal_places"],
+            "amount": item["total"],
+        }
+        for item in queryset
+    ]
+
+
+# Calculate totals
+def calculate_total(income, expenses):
+    totals = {}
+
+    # Process income
+    for item in income:
+        currency = item["account__currency__name"]
+        totals[currency] = totals.get(currency, Decimal("0")) + item["total"]
+
+    # Subtract expenses
+    for item in expenses:
+        currency = item["account__currency__name"]
+        totals[currency] = totals.get(currency, Decimal("0")) - item["total"]
+
+    return [
+        {
+            "currency": currency,
+            "suffix": next(
+                (
+                    item["account__currency__suffix"]
+                    for item in list(income) + list(expenses)
+                    if item["account__currency__name"] == currency
+                ),
+                "",
+            ),
+            "prefix": next(
+                (
+                    item["account__currency__prefix"]
+                    for item in list(income) + list(expenses)
+                    if item["account__currency__name"] == currency
+                ),
+                "",
+            ),
+            "decimal_places": next(
+                (
+                    item["account__currency__decimal_places"]
+                    for item in list(income) + list(expenses)
+                    if item["account__currency__name"] == currency
+                ),
+                2,
+            ),
+            "amount": amount,
+        }
+        for currency, amount in totals.items()
+    ]
+
+
+# Calculate total final
+def sum_totals(total1, total2):
+    totals = {}
+    for item in total1 + total2:
+        currency = item["currency"]
+        totals[currency] = totals.get(currency, Decimal("0")) + item["amount"]
+    return [
+        {
+            "currency": currency,
+            "suffix": next(
+                item["suffix"]
+                for item in total1 + total2
+                if item["currency"] == currency
+            ),
+            "prefix": next(
+                item["prefix"]
+                for item in total1 + total2
+                if item["currency"] == currency
+            ),
+            "decimal_places": next(
+                item["decimal_places"]
+                for item in total1 + total2
+                if item["currency"] == currency
+            ),
+            "amount": amount,
+        }
+        for currency, amount in totals.items()
+    ]

app/apps/transactions/views.py

@@ -1,419 +0,0 @@
-import datetime
-
-from django.contrib import messages
-from django.contrib.auth.decorators import login_required
-from django.http import HttpResponse
-from django.shortcuts import render, redirect, get_object_or_404
-from django.utils import timezone
-from django.utils.translation import gettext_lazy as _
-from django.db.models import Sum, Q, F, Case, When, DecimalField
-from django.db.models.functions import Coalesce
-from decimal import Decimal
-
-from apps.transactions.forms import TransactionForm, TransferForm
-from apps.transactions.models import Transaction
-from apps.common.functions.dates import remaining_days_in_month
-
-
-@login_required
-def index(request):
-    now = timezone.localdate(timezone.now())
-
-    return redirect(to="transactions_overview", month=now.month, year=now.year)
-
-
-@login_required
-def transactions_overview(request, month: int, year: int):
-    from django.utils.formats import get_format
-    from django.utils.translation import get_language
-
-    current_language = get_language()
-
-    thousand_separator = get_format("THOUSAND_SEPARATOR")
-    print(thousand_separator, current_language)
-    if month < 1 or month > 12:
-        from django.http import Http404
-
-        raise Http404("Month is out of range")
-
-    next_month = 1 if month == 12 else month + 1
-    next_year = year + 1 if next_month == 1 and month == 12 else year
-
-    previous_month = 12 if month == 1 else month - 1
-    previous_year = year - 1 if previous_month == 12 and month == 1 else year
-
-    return render(
-        request,
-        "transactions/overview.html",
-        context={
-            "month": month,
-            "year": year,
-            "next_month": next_month,
-            "next_year": next_year,
-            "previous_month": previous_month,
-            "previous_year": previous_year,
-        },
-    )
-
-
-@login_required
-def transactions_list(request, month: int, year: int):
-    from django.db.models.functions import ExtractMonth, ExtractYear
-
-    queryset = (
-        Transaction.objects.annotate(
-            month=ExtractMonth("reference_date"), year=ExtractYear("reference_date")
-        )
-        .values("month", "year")
-        .distinct()
-        .order_by("year", "month")
-    )
-    # print(queryset)
-
-    transactions = (
-        Transaction.objects.all()
-        .filter(
-            reference_date__year=year,
-            reference_date__month=month,
-        )
-        .order_by("date", "id")
-        .select_related()
-    )
-
-    return render(
-        request,
-        "transactions/fragments/list.html",
-        context={"transactions": transactions},
-    )
-
-
-@login_required
-def transaction_add(request, **kwargs):
-    month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
-    year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
-    transaction_type = Transaction.Type(request.GET.get("type", "IN"))
-
-    now = timezone.localdate(timezone.now())
-    expected_date = datetime.datetime(
-        day=now.day if month == now.month and year == now.year else 1,
-        month=month,
-        year=year,
-    ).date()
-
-    if request.method == "POST":
-        form = TransactionForm(request.POST)
-        if form.is_valid():
-            form.save()
-            messages.success(request, _("Transaction added successfully!"))
-
-            # redirect to a new URL:
-            return HttpResponse(
-                status=204,
-                headers={"HX-Trigger": "transaction_updated, hide_offcanvas, toast"},
-            )
-    else:
-        form = TransactionForm(
-            initial={
-                "reference_date": expected_date,
-                "date": expected_date,
-                "type": transaction_type,
-            }
-        )
-
-    return render(
-        request,
-        "transactions/fragments/add.html",
-        {"form": form},
-    )
-
-
-@login_required
-def transaction_edit(request, transaction_id, **kwargs):
-    transaction = get_object_or_404(Transaction, id=transaction_id)
-
-    if request.method == "POST":
-        form = TransactionForm(request.POST, instance=transaction)
-        if form.is_valid():
-            form.save()
-            messages.success(request, _("Transaction updated successfully!"))
-
-            # redirect to a new URL:
-            return HttpResponse(
-                status=204,
-                headers={"HX-Trigger": "transaction_updated, hide_offcanvas, toast"},
-            )
-    else:
-        form = TransactionForm(instance=transaction)
-
-    return render(
-        request,
-        "transactions/fragments/edit.html",
-        {"form": form, "transaction": transaction},
-    )
-
-
-@login_required
-def transaction_delete(request, transaction_id, **kwargs):
-    transaction = get_object_or_404(Transaction, id=transaction_id)
-
-    transaction.delete()
-
-    messages.success(request, _("Transaction deleted successfully!"))
-
-    return HttpResponse(
-        status=204,
-        headers={"HX-Trigger": "transaction_updated, toast"},
-    )
-
-
-@login_required
-def transactions_transfer(request):
-    month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
-    year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
-
-    now = timezone.localdate(timezone.now())
-    expected_date = datetime.datetime(
-        day=now.day if month == now.month and year == now.year else 1,
-        month=month,
-        year=year,
-    ).date()
-
-    if request.method == "POST":
-        form = TransferForm(request.POST)
-        if form.is_valid():
-            form.save()
-            messages.success(request, _("Transfer added successfully."))
-            return HttpResponse(
-                status=204,
-                headers={"HX-Trigger": "transaction_updated, toast, hide_offcanvas"},
-            )
-    else:
-        form = TransferForm(
-            initial={
-                "reference_date": expected_date,
-                "date": expected_date,
-            }
-        )
-
-    return render(request, "transactions/fragments/transfer.html", {"form": form})
-
-
-@login_required
-def transaction_pay(request, transaction_id):
-    transaction = get_object_or_404(Transaction, pk=transaction_id)
-    new_is_paid = False if transaction.is_paid else True
-    transaction.is_paid = new_is_paid
-    transaction.save()
-
-    response = render(
-        request,
-        "transactions/fragments/item.html",
-        context={"transaction": transaction},
-    )
-    response.headers["HX-Trigger"] = (
-        f'{"paid" if new_is_paid else "unpaid"}, transaction_updated'
-    )
-    return response
-
-
-@login_required
-def month_year_picker(request):
-    current_month = int(
-        request.GET.get("month", timezone.localdate(timezone.now()).month)
-    )
-    current_year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
-
-    available_years = Transaction.objects.dates(
-        "reference_date", "year", order="ASC"
-    ) or [datetime.datetime(current_year, current_month, 1)]
-
-    return render(
-        request,
-        "transactions/fragments/month_year_picker.html",
-        {
-            "available_years": available_years,
-            "months": range(1, 13),
-            "current_month": current_month,
-            "current_year": current_year,
-        },
-    )
-
-
-@login_required
-def monthly_summary(request, month: int, year: int):
-    # Helper function to calculate sums for different transaction types
-    def calculate_sum(transaction_type, is_paid):
-        return (
-            base_queryset.filter(type=transaction_type, is_paid=is_paid)
-            .values(
-                "account__currency__name",
-                "account__currency__suffix",
-                "account__currency__prefix",
-                "account__currency__decimal_places",
-            )
-            .annotate(total=Sum("amount"))
-            .order_by("account__currency__name")
-        )
-
-        # Helper function to format currency sums
-
-    def format_currency_sum(queryset):
-        return [
-            {
-                "currency": item["account__currency__name"],
-                "suffix": item["account__currency__suffix"],
-                "prefix": item["account__currency__prefix"],
-                "decimal_places": item["account__currency__decimal_places"],
-                "amount": round(
-                    item["total"], item["account__currency__decimal_places"]
-                ),
-            }
-            for item in queryset
-        ]
-
-    # Calculate totals
-    def calculate_total(income, expenses):
-        totals = {}
-
-        # Process income
-        for item in income:
-            currency = item["account__currency__name"]
-            totals[currency] = totals.get(currency, Decimal("0")) + item["total"]
-
-        # Subtract expenses
-        for item in expenses:
-            currency = item["account__currency__name"]
-            totals[currency] = totals.get(currency, Decimal("0")) - item["total"]
-
-        return [
-            {
-                "currency": currency,
-                "suffix": next(
-                    (
-                        item["account__currency__suffix"]
-                        for item in list(income) + list(expenses)
-                        if item["account__currency__name"] == currency
-                    ),
-                    "",
-                ),
-                "prefix": next(
-                    (
-                        item["account__currency__prefix"]
-                        for item in list(income) + list(expenses)
-                        if item["account__currency__name"] == currency
-                    ),
-                    "",
-                ),
-                "decimal_places": next(
-                    (
-                        item["account__currency__decimal_places"]
-                        for item in list(income) + list(expenses)
-                        if item["account__currency__name"] == currency
-                    ),
-                    2,
-                ),
-                "amount": round(
-                    amount,
-                    next(
-                        (
-                            item["account__currency__decimal_places"]
-                            for item in list(income) + list(expenses)
-                            if item["account__currency__name"] == currency
-                        ),
-                        2,
-                    ),
-                ),
-            }
-            for currency, amount in totals.items()
-        ]
-
-    # Calculate total final
-    def sum_totals(total1, total2):
-        totals = {}
-        for item in total1 + total2:
-            currency = item["currency"]
-            totals[currency] = totals.get(currency, Decimal("0")) + item["amount"]
-        return [
-            {
-                "currency": currency,
-                "suffix": next(
-                    item["suffix"]
-                    for item in total1 + total2
-                    if item["currency"] == currency
-                ),
-                "prefix": next(
-                    item["prefix"]
-                    for item in total1 + total2
-                    if item["currency"] == currency
-                ),
-                "decimal_places": next(
-                    item["decimal_places"]
-                    for item in total1 + total2
-                    if item["currency"] == currency
-                ),
-                "amount": round(
-                    amount,
-                    next(
-                        item["decimal_places"]
-                        for item in total1 + total2
-                        if item["currency"] == currency
-                    ),
-                ),
-            }
-            for currency, amount in totals.items()
-        ]
-
-    # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
-        reference_date__year=year, reference_date__month=month, account__is_asset=False
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
-
-    # Calculate sums for different transaction types
-    paid_income = calculate_sum(Transaction.Type.INCOME, True)
-    projected_income = calculate_sum(Transaction.Type.INCOME, False)
-    paid_expenses = calculate_sum(Transaction.Type.EXPENSE, True)
-    projected_expenses = calculate_sum(Transaction.Type.EXPENSE, False)
-
-    total_current = calculate_total(paid_income, paid_expenses)
-    total_projected = calculate_total(projected_income, projected_expenses)
-
-    total_final = sum_totals(total_current, total_projected)
-
-    # Calculate daily spending allowance
-    remaining_days = remaining_days_in_month(
-        month=month, year=year, current_date=timezone.localdate(timezone.now())
-    )
-    daily_spending_allowance = [
-        {
-            "currency": item["currency"],
-            "suffix": item["suffix"],
-            "prefix": item["prefix"],
-            "decimal_places": item["decimal_places"],
-            "amount": (
-                amount
-                if (amount := item["amount"] / remaining_days) > 0
-                else Decimal("0")
-            ),
-        }
-        for item in total_final
-    ]
-
-    # Construct the response dictionary
-    response_data = {
-        "paid_income": format_currency_sum(paid_income),
-        "projected_income": format_currency_sum(projected_income),
-        "paid_expenses": format_currency_sum(paid_expenses),
-        "projected_expenses": format_currency_sum(projected_expenses),
-        "total_current": total_current,
-        "total_projected": total_projected,
-        "total_final": total_final,
-        "daily_spending_allowance": daily_spending_allowance,
-    }
-
-    return render(
-        request,
-        "transactions/fragments/monthly_summary.html",
-        context={
-            "totals": response_data,
-        },
-    )

app/apps/transactions/views/__init__.py

@@ -0,0 +1,3 @@
+from .transactions import *
+from .tags import *
+from .categories import *

app/apps/transactions/views/categories.py

@@ -0,0 +1,92 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.urls import reverse
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
+
+from apps.common.decorators.htmx import only_htmx
+from apps.transactions.forms import TransactionCategoryForm
+from apps.transactions.models import TransactionCategory
+
+
+@login_required
+@require_http_methods(["GET"])
+def categories_list(request):
+    categories = TransactionCategory.objects.all().order_by("id")
+    return render(request, "categories/pages/list.html", {"categories": categories})
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def category_add(request, **kwargs):
+    if request.method == "POST":
+        form = TransactionCategoryForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Category added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("categories_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = TransactionCategoryForm()
+
+    return render(
+        request,
+        "categories/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def category_edit(request, category_id):
+    category = get_object_or_404(TransactionCategory, id=category_id)
+
+    if request.method == "POST":
+        form = TransactionCategoryForm(request.POST, instance=category)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Category updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("categories_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = TransactionCategoryForm(instance=category)
+
+    return render(
+        request,
+        "categories/fragments/edit.html",
+        {"form": form, "category": category},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def category_delete(request, category_id):
+    category = get_object_or_404(TransactionCategory, id=category_id)
+
+    category.delete()
+
+    messages.success(request, _("Category deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Location": reverse("categories_list")},
+    )

app/apps/transactions/views/tags.py

@@ -0,0 +1,92 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.urls import reverse
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
+
+from apps.common.decorators.htmx import only_htmx
+from apps.transactions.forms import TransactionTagForm
+from apps.transactions.models import TransactionTag
+
+
+@login_required
+@require_http_methods(["GET"])
+def tag_list(request):
+    tags = TransactionTag.objects.all().order_by("id")
+    return render(request, "tags/pages/list.html", {"tags": tags})
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def tag_add(request, **kwargs):
+    if request.method == "POST":
+        form = TransactionTagForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Tag added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("tags_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = TransactionTagForm()
+
+    return render(
+        request,
+        "tags/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def tag_edit(request, tag_id):
+    tag = get_object_or_404(TransactionTag, id=tag_id)
+
+    if request.method == "POST":
+        form = TransactionTagForm(request.POST, instance=tag)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Tag updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Location": reverse("tags_list"),
+                    "HX-Trigger": "hide_offcanvas, toasts",
+                },
+            )
+    else:
+        form = TransactionTagForm(instance=tag)
+
+    return render(
+        request,
+        "tags/fragments/edit.html",
+        {"form": form, "tag": tag},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def tag_delete(request, tag_id):
+    tag = get_object_or_404(TransactionTag, id=tag_id)
+
+    tag.delete()
+
+    messages.success(request, _("Tag deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Location": reverse("tags_list")},
+    )

app/apps/transactions/views/transactions.py

@@ -0,0 +1,181 @@
+import datetime
+
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.utils import timezone
+from django.utils.translation import gettext_lazy as _
+from django.views import View
+from django.views.decorators.csrf import csrf_exempt
+from django.views.decorators.http import require_http_methods
+
+from apps.common.decorators.htmx import only_htmx
+from apps.transactions.forms import TransactionForm, TransferForm, InstallmentPlanForm
+from apps.transactions.models import Transaction
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def transaction_add(request, **kwargs):
+    month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
+    year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
+    transaction_type = Transaction.Type(request.GET.get("type", "IN"))
+
+    now = timezone.localdate(timezone.now())
+    expected_date = datetime.datetime(
+        day=now.day if month == now.month and year == now.year else 1,
+        month=month,
+        year=year,
+    ).date()
+
+    if request.method == "POST":
+        form = TransactionForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Transaction added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "transaction_updated, hide_offcanvas, toast"},
+            )
+    else:
+        form = TransactionForm(
+            initial={
+                "date": expected_date,
+                "type": transaction_type,
+            }
+        )
+
+    return render(
+        request,
+        "transactions/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def transaction_edit(request, transaction_id, **kwargs):
+    transaction = get_object_or_404(Transaction, id=transaction_id)
+
+    if request.method == "POST":
+        form = TransactionForm(request.POST, instance=transaction)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Transaction updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "transaction_updated, hide_offcanvas, toast"},
+            )
+    else:
+        form = TransactionForm(instance=transaction)
+
+    return render(
+        request,
+        "transactions/fragments/edit.html",
+        {"form": form, "transaction": transaction},
+    )
+
+
+@only_htmx
+@login_required
+@csrf_exempt
+@require_http_methods(["DELETE"])
+def transaction_delete(request, transaction_id, **kwargs):
+    transaction = get_object_or_404(Transaction, id=transaction_id)
+
+    if transaction.installment_plan:
+        messages.error(
+            request,
+            _(
+                "This transaction is part of a Installment Plan, you can't delete it directly."
+            ),
+        )
+    else:
+        transaction.delete()
+
+        messages.success(request, _("Transaction deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "transaction_updated, toast"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def transactions_transfer(request):
+    month = int(request.GET.get("month", timezone.localdate(timezone.now()).month))
+    year = int(request.GET.get("year", timezone.localdate(timezone.now()).year))
+
+    now = timezone.localdate(timezone.now())
+    expected_date = datetime.datetime(
+        day=now.day if month == now.month and year == now.year else 1,
+        month=month,
+        year=year,
+    ).date()
+
+    if request.method == "POST":
+        form = TransferForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Transfer added successfully."))
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "transaction_updated, toast, hide_offcanvas"},
+            )
+    else:
+        form = TransferForm(
+            initial={
+                "reference_date": expected_date,
+                "date": expected_date,
+            }
+        )
+
+    return render(request, "transactions/fragments/transfer.html", {"form": form})
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_pay(request, transaction_id):
+    transaction = get_object_or_404(Transaction, pk=transaction_id)
+    new_is_paid = False if transaction.is_paid else True
+    transaction.is_paid = new_is_paid
+    transaction.save()
+
+    response = render(
+        request,
+        "transactions/fragments/item.html",
+        context={"transaction": transaction},
+    )
+    response.headers["HX-Trigger"] = (
+        f'{"paid" if new_is_paid else "unpaid"}, monthly_summary_update'
+    )
+    return response
+
+
+class AddInstallmentPlanView(View):
+    template_name = "transactions/fragments/add_installment_plan.html"
+
+    def get(self, request):
+        form = InstallmentPlanForm()
+        return render(request, self.template_name, {"form": form})
+
+    def post(self, request):
+        form = InstallmentPlanForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Installment plan created successfully."))
+
+            return HttpResponse(
+                status=204,
+                headers={"HX-Trigger": "transaction_updated, hide_offcanvas, toast"},
+            )
+
+        return render(request, self.template_name, {"form": form})

app/apps/transactions/widgets.py

@@ -1,13 +1,13 @@
 from datetime import datetime, date
 
 from django import forms
-from decimal import Decimal
+from decimal import Decimal, InvalidOperation
 
 from django.template.defaultfilters import floatformat
-from django.utils.formats import get_format
+from django.utils.formats import get_format, number_format
 
 
-def convert_to_decimal(value):
+def convert_to_decimal(value: str):
     # Remove any whitespace
     value = value.strip()
 
@@ -41,8 +41,9 @@ class MonthYearWidget(forms.DateInput):
 class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
     """A widget for displaying and inputing decimal numbers with the least amount of trailing zeros possible. You
     must set this on your Form's __init__ method."""
+
     def __init__(self, *args, **kwargs):
-        self.decimal_places = kwargs.pop("decimal_places", 2)
+        self.decimal_places = kwargs.pop("decimal_places", None)
         self.type = "text"
         super().__init__(*args, **kwargs)
         self.attrs.update(
@@ -53,15 +54,28 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
         )
 
     def format_value(self, value):
-        if value is not None and isinstance(value, Decimal):
-            # Strip trailing 0s, leaving a minimum of 2 decimal places
-            while (
-                abs(value.as_tuple().exponent) > self.decimal_places
-                and value.as_tuple().digits[-1] == 0
-            ):
-                value = Decimal(str(value)[:-1])
+        if value is not None and isinstance(value, (Decimal, float, str)):
+            try:
+                # Convert to Decimal if it's a float or string
+                if isinstance(value, float):
+                    value = Decimal(value)
+                elif isinstance(value, str):
+                    value = Decimal(convert_to_decimal(value))
 
-            value = floatformat(value, f"{self.decimal_places}g")
+                # Remove trailing zeros
+                value = value.normalize()
+
+                # Format the number using Django's localization
+                formatted_value = number_format(
+                    value,
+                    force_grouping=False,
+                    decimal_pos=self.decimal_places,
+                )
+
+                return formatted_value
+            except (InvalidOperation, ValueError):
+                # If there's an error in conversion, return the original value
+                return value
         return value
 
     def value_from_datadict(self, data, files, name):

app/apps/users/admin.py

@@ -5,24 +5,31 @@ from django.contrib.auth.forms import (
     AdminPasswordChangeForm,
 )
 from django.utils.translation import gettext_lazy as _
-
-
 from django.contrib import admin
 from django.contrib.auth.admin import GroupAdmin as BaseGroupAdmin
 from django.contrib.auth.admin import UserAdmin as BaseUserAdmin
 from django.contrib.auth.models import Group
 
-from apps.users.models import User
+from apps.users.models import User, UserSettings
 
 admin.site.unregister(Group)
 
 
+class UserSettingsInline(admin.StackedInline):
+    model = UserSettings
+    can_delete = False
+    extra = 0
+    verbose_name_plural = _("User Settings")
+    verbose_name = _("User Setting")
+
+
 @admin.register(User)
 class UserAdmin(BaseUserAdmin, ModelAdmin):
     ordering = ("email",)
     exclude = ("username",)
     list_display = ("email", "is_staff")
     search_fields = ("first_name", "last_name", "email")
+    inlines = (UserSettingsInline,)
 
     form = UserChangeForm
     add_form = UserCreationForm
@@ -67,3 +74,6 @@ class UserAdmin(BaseUserAdmin, ModelAdmin):
 @admin.register(Group)
 class GroupAdmin(BaseGroupAdmin, ModelAdmin):
     pass
+
+
+admin.site.register(UserSettings)

app/apps/users/forms.py

@@ -14,20 +14,18 @@ from django.contrib.auth.forms import (
     SetPasswordForm,
     PasswordChangeForm,
     UserCreationForm,
+    AuthenticationForm,
 )
 from django.core.exceptions import ValidationError
 from django.utils.safestring import mark_safe
 from django.utils.translation import gettext_lazy as _
-from django_recaptcha.fields import ReCaptchaField
-from django_recaptcha.widgets import ReCaptchaV3
-from unfold.forms import AuthenticationForm
 
 
 class LoginForm(AuthenticationForm):
     username = UsernameField(
         label="Seu e-mail",
-        widget=forms.TextInput(
-            attrs={"class": "form-control", "placeholder": "E-mail"}
+        widget=forms.EmailInput(
+            attrs={"class": "form-control", "placeholder": "E-mail", "name": "email"}
         ),
     )
     password = forms.CharField(
@@ -39,6 +37,16 @@ class LoginForm(AuthenticationForm):
     )
 
     error_messages = {
-        "invalid_login": _("E-mail ou senha inválidos."),
-        "inactive": _("Esta conta esta desativada."),
+        "invalid_login": _("Invalid e-mail or password"),
+        "inactive": _("This account is deactivated"),
     }
+
+    def __init__(self, request=None, *args, **kwargs):
+        super().__init__(request, *args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.layout = Layout(
+            "username",
+            "password",
+            Submit("Submit", "Login"),
+        )

app/apps/users/migrations/0002_usersettings.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.1.1 on 2024-10-07 00:17
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('users', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='UserSettings',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('hide_amounts', models.BooleanField(default=False)),
+                ('user', models.OneToOneField(on_delete=django.db.models.deletion.CASCADE, related_name='settings', to=settings.AUTH_USER_MODEL)),
+            ],
+        ),
+    ]

app/apps/users/models.py

@@ -1,4 +1,5 @@
 from django.conf import settings
+from django.contrib.auth import get_user_model
 from django.db import models
 from django.contrib.auth.models import AbstractUser, Group
 from django.utils.translation import gettext_lazy as _
@@ -17,3 +18,13 @@ class User(AbstractUser):
 
     def __str__(self):
         return f"{self.first_name} {self.last_name} ({self.email})"
+
+
+class UserSettings(models.Model):
+    user = models.OneToOneField(
+        get_user_model(), on_delete=models.CASCADE, related_name="settings"
+    )
+    hide_amounts = models.BooleanField(default=False)
+
+    def __str__(self):
+        return f"{self.user.email}'s settings"

app/apps/users/signals.py

@@ -0,0 +1,18 @@
+from django.db.models.signals import post_save
+from django.dispatch import receiver
+from django.contrib.auth import get_user_model
+
+from apps.users.models import UserSettings
+
+User = get_user_model()
+
+
+@receiver(post_save, sender=User)
+def create_user_settings(sender, instance, created, **kwargs):
+    if created:
+        UserSettings.objects.create(user=instance)
+
+
+@receiver(post_save, sender=User)
+def save_user_settings(sender, instance, **kwargs):
+    instance.settings.save()

app/apps/users/urls.py

@@ -6,4 +6,9 @@ urlpatterns = [
     path("login/", views.UserLoginView.as_view(), name="login"),
     # path("login/fallback/", views.UserLoginView.as_view(), name="fallback_login"),
     path("logout/", views.logout_view, name="logout"),
+    path(
+        "user/toggle-amount-visibility/",
+        views.toggle_amount_visibility,
+        name="toggle_amount_visibility",
+    ),
 ]

app/apps/users/views.py

@@ -1,23 +1,48 @@
+from django.contrib import messages
 from django.contrib.auth import logout
+from django.contrib.auth.decorators import login_required
 from django.contrib.auth.views import (
     LoginView,
 )
+from django.http import HttpResponse
 from django.shortcuts import redirect, render
 from django.urls import reverse
-
+from django.utils.translation import gettext_lazy as _
 
 from apps.users.forms import (
     LoginForm,
-    EmailLoginForm,
 )
+from apps.common.decorators.htmx import only_htmx
 
 
 def logout_view(request):
     logout(request)
-    return redirect(reverse("inicio"))
+    return redirect(reverse("login"))
 
 
 class UserLoginView(LoginView):
     form_class = LoginForm
-    # template_name = "users/login.html"
+    template_name = "users/login.html"
     redirect_authenticated_user = True
+
+
+@only_htmx
+@login_required
+def toggle_amount_visibility(request):
+    current_hide_amounts = request.user.settings.hide_amounts
+    new_hide_amounts = not current_hide_amounts
+
+    request.user.settings.hide_amounts = new_hide_amounts
+    request.user.settings.save()
+
+    if new_hide_amounts is True:
+        messages.info(request, _("Transaction amounts are now hidden"))
+        response = HttpResponse(
+            '<i class="fa-solid fa-eye-slash fa-fw"></i><div id="settings-hide-amounts" class="d-inline tw-invisible"></div>'
+        )
+    else:
+        messages.info(request, _("Transaction amounts are now displayed"))
+        response = HttpResponse('<i class="fa-solid fa-eye fa-fw"></i>')
+
+    response.headers["HX-Trigger"] = "transaction_updated, toast"
+    return response