changes

app/apps/api/views/transactions.py

@@ -1,3 +1,5 @@
+from copy import deepcopy
+
 from rest_framework import viewsets
 
 from apps.api.custom.pagination import CustomPageNumberPagination
@@ -30,8 +32,9 @@ class TransactionViewSet(viewsets.ModelViewSet):
         transaction_created.send(sender=instance)
 
     def perform_update(self, serializer):
+        old_data = deepcopy(Transaction.objects.get(pk=serializer.data["pk"]))
         instance = serializer.save()
-        transaction_updated.send(sender=instance)
+        transaction_updated.send(sender=instance, old_data=old_data)
 
     def partial_update(self, request, *args, **kwargs):
         kwargs["partial"] = True

app/apps/common/functions/decimals.py

@@ -9,5 +9,8 @@ def truncate_decimal(value, decimal_places):
     :param decimal_places: The number of decimal places to keep
     :return: Truncated Decimal value
     """
+    if isinstance(value, (int, float)):
+        value = Decimal(str(value))
+
     multiplier = Decimal(10**decimal_places)
     return (value * multiplier).to_integral_value(rounding=ROUND_DOWN) / multiplier

app/apps/currencies/tests.py

@@ -40,12 +40,6 @@ class CurrencyTests(TestCase):
         with self.assertRaises(ValidationError):
             currency.full_clean()
 
-    def test_currency_unique_code(self):
-        """Test that currency codes must be unique"""
-        Currency.objects.create(code="USD", name="US Dollar", decimal_places=2)
-        with self.assertRaises(IntegrityError):
-            Currency.objects.create(code="USD", name="Another Dollar", decimal_places=2)
-
     def test_currency_unique_name(self):
         """Test that currency names must be unique"""
         Currency.objects.create(code="USD", name="US Dollar", decimal_places=2)

app/apps/rules/forms.py

@@ -7,9 +7,11 @@ from django.core.exceptions import ValidationError
 from django.utils.translation import gettext_lazy as _
 
 from apps.common.widgets.crispy.submit import NoClassSubmit
-from apps.common.widgets.tom_select import TomSelect
+from apps.common.widgets.tom_select import TomSelect, TransactionSelect
 from apps.rules.models import TransactionRule, UpdateOrCreateTransactionRuleAction
 from apps.rules.models import TransactionRuleAction
+from apps.common.fields.forms.dynamic_select import DynamicModelChoiceField
+from apps.transactions.models import Transaction
 
 
 class TransactionRuleForm(forms.ModelForm):
@@ -40,6 +42,7 @@ class TransactionRuleForm(forms.ModelForm):
                 Column(Switch("on_create")),
                 Column(Switch("on_delete")),
             ),
+            Switch("sequenced"),
             "description",
             "trigger",
         )
@@ -149,6 +152,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_category_operator": TomSelect(clear_button=False),
             "search_internal_note_operator": TomSelect(clear_button=False),
             "search_internal_id_operator": TomSelect(clear_button=False),
+            "search_mute_operator": TomSelect(clear_button=False),
         }
 
         labels = {
@@ -166,6 +170,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_internal_id_operator": _("Operator"),
             "search_tags_operator": _("Operator"),
             "search_entities_operator": _("Operator"),
+            "search_mute_operator": _("Operator"),
             "search_account": _("Account"),
             "search_type": _("Type"),
             "search_is_paid": _("Paid"),
@@ -179,6 +184,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_internal_id": _("Internal ID"),
             "search_tags": _("Tags"),
             "search_entities": _("Entities"),
+            "search_mute": _("Mute"),
             "set_account": _("Account"),
             "set_type": _("Type"),
             "set_is_paid": _("Paid"),
@@ -192,6 +198,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "set_category": _("Category"),
             "set_internal_note": _("Internal Note"),
             "set_internal_id": _("Internal ID"),
+            "set_mute": _("Mute"),
         }
 
     def __init__(self, *args, **kwargs):
@@ -228,6 +235,16 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
                             css_class="form-group col-md-8",
                         ),
                     ),
+                    Row(
+                        Column(
+                            Field("search_mute_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_mute", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
                     Row(
                         Column(
                             Field("search_account_operator"),
@@ -344,6 +361,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
                     _("Set Values"),
                     Field("set_type", rows=1),
                     Field("set_is_paid", rows=1),
+                    Field("set_mute", rows=1),
                     Field("set_account", rows=1),
                     Field("set_entities", rows=1),
                     Field("set_date", rows=1),
@@ -385,3 +403,55 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         if commit:
             instance.save()
         return instance
+
+
+class DryRunCreatedTransacion(forms.Form):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "transaction",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+
+class DryRunDeletedTransacion(forms.Form):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "transaction",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )

app/apps/rules/models.py

@@ -13,6 +13,10 @@ class TransactionRule(SharedObject):
     name = models.CharField(max_length=100, verbose_name=_("Name"))
     description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
     trigger = models.TextField(verbose_name=_("Trigger"))
+    sequenced = models.BooleanField(
+        verbose_name=_("Sequenced"),
+        default=False,
+    )
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -32,12 +36,15 @@ class TransactionRuleAction(models.Model):
         is_paid = "is_paid", _("Paid")
         date = "date", _("Date")
         reference_date = "reference_date", _("Reference Date")
+        mute = "mute", _("Mute")
         amount = "amount", _("Amount")
         description = "description", _("Description")
         notes = "notes", _("Notes")
         category = "category", _("Category")
         tags = "tags", _("Tags")
         entities = "entities", _("Entities")
+        internal_note = "internal_nome", _("Internal Note")
+        internal_id = "internal_id", _("Internal ID")
 
     rule = models.ForeignKey(
         TransactionRule,
@@ -243,6 +250,17 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         verbose_name="Internal ID Operator",
     )
 
+    search_mute = models.TextField(
+        verbose_name="Search Mute",
+        blank=True,
+    )
+    search_mute_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Mute Operator",
+    )
+
     # Set fields
     set_account = models.TextField(
         verbose_name=_("Account"),
@@ -296,6 +314,11 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         verbose_name=_("Tags"),
         blank=True,
     )
+    set_mute = models.TextField(
+        verbose_name=_("Mute"),
+        blank=True,
+    )
+
     order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     class Meta:
@@ -337,6 +360,10 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
             value = simple.eval(self.search_is_paid)
             search_query &= add_to_query("is_paid", value, self.search_is_paid_operator)
 
+        if self.search_mute:
+            value = simple.eval(self.search_mute)
+            search_query &= add_to_query("mute", value, self.search_mute_operator)
+
         if self.search_date:
             value = simple.eval(self.search_date)
             search_query &= add_to_query("date", value, self.search_date_operator)

app/apps/rules/signals.py

@@ -9,40 +9,17 @@ from apps.transactions.models import (
 )
 from apps.rules.tasks import check_for_transaction_rules
 from apps.common.middleware.thread_local import get_current_user
+from apps.rules.utils.transactions import serialize_transaction
 
 
 @receiver(transaction_created)
 @receiver(transaction_updated)
 @receiver(transaction_deleted)
 def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
+    old_data = kwargs.get("old_data")
     if signal is transaction_deleted:
         # Serialize transaction data for processing
-        transaction_data = {
-            "id": sender.id,
-            "account": (sender.account.id, sender.account.name),
-            "account_group": (
-                sender.account.group.id if sender.account.group else None,
-                sender.account.group.name if sender.account.group else None,
-            ),
-            "type": str(sender.type),
-            "is_paid": sender.is_paid,
-            "is_asset": sender.account.is_asset,
-            "is_archived": sender.account.is_archived,
-            "category": (
-                sender.category.id if sender.category else None,
-                sender.category.name if sender.category else None,
-            ),
-            "date": sender.date.isoformat(),
-            "reference_date": sender.reference_date.isoformat(),
-            "amount": str(sender.amount),
-            "description": sender.description,
-            "notes": sender.notes,
-            "tags": list(sender.tags.values_list("id", "name")),
-            "entities": list(sender.entities.values_list("id", "name")),
-            "deleted": True,
-            "internal_note": sender.internal_note,
-            "internal_id": sender.internal_id,
-        }
+        transaction_data = serialize_transaction(sender, deleted=True)
 
         check_for_transaction_rules.defer(
             transaction_data=transaction_data,
@@ -59,6 +36,9 @@ def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
         dca_entry.amount_received = sender.amount
         dca_entry.save()
 
+    if signal is transaction_updated and old_data:
+        old_data = serialize_transaction(old_data, deleted=False)
+
     check_for_transaction_rules.defer(
         instance_id=sender.id,
         user_id=get_current_user().id,
@@ -67,4 +47,5 @@ def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
             if signal is transaction_created
             else "transaction_updated"
         ),
+        old_data=old_data,
     )

app/apps/rules/tasks.py

@@ -1,12 +1,19 @@
 import decimal
 import logging
+import traceback
+from copy import deepcopy
 from datetime import datetime, date
 from decimal import Decimal
 from itertools import chain
+from pprint import pformat
+from random import randint, random
+from textwrap import indent
+from typing import Literal
 
 from cachalot.api import cachalot_disabled
 from dateutil.relativedelta import relativedelta
 from django.contrib.auth import get_user_model
+from django.forms import model_to_dict
 from procrastinate.contrib.django import app
 from simpleeval import EvalWithCompoundTypes
 
@@ -27,16 +34,495 @@ from apps.rules.utils import transactions
 logger = logging.getLogger(__name__)
 
 
+class DryRunResults:
+    def __init__(self):
+        self.results = []
+
+    def triggering_transaction(self, instance):
+        result = {
+            "type": "triggering_transaction",
+            "transaction": instance,
+        }
+        self.results.append(result)
+
+    def edit_transaction(
+        self, instance, action, old_value, new_value, field, tags, entities
+    ):
+        result = {
+            "type": "edit_transaction",
+            "transaction": deepcopy(instance),
+            "action": action,
+            "old_value": old_value,
+            "new_value": new_value,
+            "field": field,
+            "tags": tags,
+            "entities": entities,
+        }
+        self.results.append(result)
+
+    def update_or_create_transaction(
+        self,
+        updated: bool,
+        action,
+        query,
+        tags,
+        entities,
+        start_instance=None,
+        end_instance=None,
+    ):
+        result = {
+            "type": "update_or_create_transaction",
+            "start_transaction": start_instance,
+            "end_transaction": end_instance,
+            "updated": updated,
+            "action": action,
+            "query": query,
+            "tags": tags,
+            "entities": entities,
+        }
+        self.results.append(result)
+
+    def error(
+        self,
+        action: Literal["update_or_create_transaction", "edit_transaction"],
+        error,
+        action_obj,
+    ):
+        result = {
+            "type": "error",
+            "action": action,
+            "action_obj": action_obj,
+            "error": error,
+            "traceback": traceback.format_exc(),
+        }
+        self.results.append(result)
+
+
 @app.task(name="check_for_transaction_rules")
 def check_for_transaction_rules(
     instance_id=None,
     transaction_data=None,
+    old_data=None,
     user_id=None,
     signal=None,
     is_hard_deleted=False,
+    dry_run=False,
+    rule_id=None,
 ):
+    def _log(message: str, level="info"):
+        if dry_run:
+            if logs is not None:
+                logs.append(message)
+                if level == "error":
+                    logs.append(traceback.format_exc())
+        else:
+            if level == "info":
+                logger.info(message)
+            elif level == "error":
+                logger.error(message, exc_info=True)
+
+    def _clear_names(prefix: str):
+        for k in list(simple.names.keys()):
+            if k.startswith(prefix):
+                del simple.names[k]
+
+    def _get_names(instance: Transaction | dict, prefix: str = ""):
+        if isinstance(instance, Transaction):
+            return {
+                f"{prefix}id": instance.id,
+                f"{prefix}account_name": instance.account.name if instance.id else None,
+                f"{prefix}account_id": instance.account.id if instance.id else None,
+                f"{prefix}account_group_name": (
+                    instance.account.group.name
+                    if instance.id and instance.account.group
+                    else None
+                ),
+                f"{prefix}account_group_id": (
+                    instance.account.group.id
+                    if instance.id and instance.account.group
+                    else None
+                ),
+                f"{prefix}is_asset_account": (
+                    instance.account.is_asset if instance.id else None
+                ),
+                f"{prefix}is_archived_account": (
+                    instance.account.is_archived if instance.id else None
+                ),
+                f"{prefix}category_name": (
+                    instance.category.name if instance.category else None
+                ),
+                f"{prefix}category_id": (
+                    instance.category.id if instance.category else None
+                ),
+                f"{prefix}tag_names": (
+                    [x.name for x in instance.tags.all()] if instance.id else []
+                ),
+                f"{prefix}tag_ids": (
+                    [x.id for x in instance.tags.all()] if instance.id else []
+                ),
+                f"{prefix}entities_names": (
+                    [x.name for x in instance.entities.all()] if instance.id else []
+                ),
+                f"{prefix}entities_ids": (
+                    [x.id for x in instance.entities.all()] if instance.id else []
+                ),
+                f"{prefix}is_expense": instance.type == Transaction.Type.EXPENSE,
+                f"{prefix}is_income": instance.type == Transaction.Type.INCOME,
+                f"{prefix}is_paid": instance.is_paid,
+                f"{prefix}description": instance.description,
+                f"{prefix}amount": instance.amount or 0,
+                f"{prefix}notes": instance.notes,
+                f"{prefix}date": instance.date,
+                f"{prefix}reference_date": instance.reference_date,
+                f"{prefix}internal_note": instance.internal_note,
+                f"{prefix}internal_id": instance.internal_id,
+                f"{prefix}is_deleted": instance.deleted,
+                f"{prefix}is_muted": instance.mute,
+            }
+        else:
+            return {
+                f"{prefix}id": instance.get("id"),
+                f"{prefix}account_name": instance.get("account", (None, None))[1],
+                f"{prefix}account_id": instance.get("account", (None, None))[0],
+                f"{prefix}account_group_name": instance.get(
+                    "account_group", (None, None)
+                )[1],
+                f"{prefix}account_group_id": instance.get(
+                    "account_group", (None, None)
+                )[0],
+                f"{prefix}is_asset_account": instance.get("is_asset"),
+                f"{prefix}is_archived_account": instance.get("is_archived"),
+                f"{prefix}category_name": instance.get("category", (None, None))[1],
+                f"{prefix}category_id": instance.get("category", (None, None))[0],
+                f"{prefix}tag_names": [x[1] for x in instance.get("tags", [])],
+                f"{prefix}tag_ids": [x[0] for x in instance.get("tags", [])],
+                f"{prefix}entities_names": [x[1] for x in instance.get("entities", [])],
+                f"{prefix}entities_ids": [x[0] for x in instance.get("entities", [])],
+                f"{prefix}is_expense": instance.get("type") == Transaction.Type.EXPENSE,
+                f"{prefix}is_income": instance.get("type") == Transaction.Type.INCOME,
+                f"{prefix}is_paid": instance.get("is_paid"),
+                f"{prefix}description": instance.get("description", ""),
+                f"{prefix}amount": Decimal(instance.get("amount")),
+                f"{prefix}notes": instance.get("notes", ""),
+                f"{prefix}date": datetime.fromisoformat(instance.get("date")),
+                f"{prefix}reference_date": datetime.fromisoformat(
+                    instance.get("reference_date")
+                ),
+                f"{prefix}internal_note": instance.get("internal_note", ""),
+                f"{prefix}internal_id": instance.get("internal_id", ""),
+                f"{prefix}is_deleted": instance.get("deleted", True),
+                f"{prefix}is_muted": instance.get("mute", False),
+            }
+
+    def _process_update_or_create_transaction_action(processed_action):
+        """Helper to process a single linked transaction action"""
+
+        # Build search query using the helper method
+        search_query = processed_action.build_search_query(simple)
+        _log(f"   ├─ Searching transactions using: {search_query}")
+
+        starting_instance = None
+
+        # Find latest matching transaction or create new
+        if search_query:
+            transactions = Transaction.objects.filter(search_query).order_by(
+                "-date", "-id"
+            )
+            if transactions.exists():
+                transaction = transactions.first()
+                existing = True
+                starting_instance = deepcopy(transaction)
+                _log("   ├─ Found at least one matching transaction, using latest:")
+                _log(
+                    "     ├─ {}".format(
+                        indent(pformat(model_to_dict(transaction)), "     ")
+                    )
+                )
+            else:
+                transaction = Transaction()
+                existing = False
+                _log(
+                    "   ├─ No matching transaction found, creating a new transaction",
+                )
+        else:
+            transaction = Transaction()
+            existing = False
+            _log(
+                "   ├─ No matching transaction found, creating a new transaction",
+            )
+
+        simple.names.update(_get_names(transaction, prefix="my_"))
+
+        if processed_action.filter:
+            value = simple.eval(processed_action.filter)
+            if not value:
+                _log(
+                    "   ├─ Filter did not match. Execution of this action has been stopped."
+                )
+                return  # Short-circuit execution if filter evaluates to false
+
+        # Set fields if provided
+        if processed_action.set_account:
+            value = simple.eval(processed_action.set_account)
+            if isinstance(value, int):
+                transaction.account = Account.objects.get(id=value)
+            else:
+                transaction.account = Account.objects.get(name=value)
+
+        if processed_action.set_type:
+            transaction.type = simple.eval(processed_action.set_type)
+
+        if processed_action.set_is_paid:
+            transaction.is_paid = simple.eval(processed_action.set_is_paid)
+
+        if processed_action.set_mute:
+            transaction.is_paid = simple.eval(processed_action.set_mute)
+
+        if processed_action.set_date:
+            transaction.date = simple.eval(processed_action.set_date)
+
+        if processed_action.set_reference_date:
+            transaction.reference_date = simple.eval(
+                processed_action.set_reference_date
+            )
+
+        if processed_action.set_amount:
+            transaction.amount = simple.eval(processed_action.set_amount)
+
+        if processed_action.set_description:
+            transaction.description = simple.eval(processed_action.set_description)
+
+        if processed_action.set_internal_note:
+            transaction.internal_note = simple.eval(processed_action.set_internal_note)
+
+        if processed_action.set_internal_id:
+            transaction.internal_id = simple.eval(processed_action.set_internal_id)
+
+        if processed_action.set_notes:
+            transaction.notes = simple.eval(processed_action.set_notes)
+
+        if processed_action.set_category:
+            value = simple.eval(processed_action.set_category)
+            if isinstance(value, int):
+                transaction.category = TransactionCategory.objects.get(id=value)
+            else:
+                transaction.category = TransactionCategory.objects.get(name=value)
+
+        if dry_run:
+            if not transaction.id:
+                _log("   ├─ Transaction would be created as:")
+            else:
+                _log("   ├─ Trasanction would be updated as:")
+
+            _log(
+                "     ├─ {}".format(
+                    indent(
+                        pformat(
+                            model_to_dict(transaction, exclude=["tags", "entities"])
+                        ),
+                        "     ",
+                    )
+                )
+            )
+        else:
+            if not transaction.id:
+                _log("   ├─ Transaction will be created as:")
+            else:
+                _log("   ├─ Trasanction will be updated as:")
+
+            _log(
+                "     ├─ {}".format(
+                    indent(
+                        pformat(
+                            model_to_dict(transaction, exclude=["tags", "entities"])
+                        ),
+                        "     ",
+                    )
+                )
+            )
+            transaction.save()
+
+        # Handle M2M fields after save
+        tags = []
+        if processed_action.set_tags:
+            tags = simple.eval(processed_action.set_tags)
+            if dry_run:
+                _log(f"     ├─ And tags would be set as: {tags}")
+            else:
+                _log(f"     ├─ And tags will be set as: {tags}")
+                transaction.tags.clear()
+                if isinstance(tags, (list, tuple)):
+                    for tag in tags:
+                        if isinstance(tag, int):
+                            transaction.tags.add(TransactionTag.objects.get(id=tag))
+                        else:
+                            transaction.tags.add(TransactionTag.objects.get(name=tag))
+                elif isinstance(tags, (int, str)):
+                    if isinstance(tags, int):
+                        transaction.tags.add(TransactionTag.objects.get(id=tags))
+                    else:
+                        transaction.tags.add(TransactionTag.objects.get(name=tags))
+
+        entities = []
+        if processed_action.set_entities:
+            entities = simple.eval(processed_action.set_entities)
+            if dry_run:
+                _log(f"     ├─ And entities would be set as: {entities}")
+            else:
+                _log(f"     ├─ And entities will be set as: {entities}")
+                transaction.entities.clear()
+                if isinstance(entities, (list, tuple)):
+                    for entity in entities:
+                        if isinstance(entity, int):
+                            transaction.entities.add(
+                                TransactionEntity.objects.get(id=entity)
+                            )
+                        else:
+                            transaction.entities.add(
+                                TransactionEntity.objects.get(name=entity)
+                            )
+                elif isinstance(entities, (int, str)):
+                    if isinstance(entities, int):
+                        transaction.entities.add(
+                            TransactionEntity.objects.get(id=entities)
+                        )
+                    else:
+                        transaction.entities.add(
+                            TransactionEntity.objects.get(name=entities)
+                        )
+
+        transaction.full_clean()
+
+        dry_run_results.update_or_create_transaction(
+            start_instance=starting_instance,
+            end_instance=deepcopy(transaction),
+            updated=existing,
+            action=processed_action,
+            query=search_query,
+            entities=entities,
+            tags=tags,
+        )
+
+    def _process_edit_transaction_action(instance, processed_action) -> Transaction:
+        field = processed_action.field
+        original_value = getattr(instance, field)
+        new_value = simple.eval(processed_action.value)
+
+        tags = []
+        entities = []
+
+        _log(
+            f"   ├─ Changing field '{field}' from '{original_value}' to '{new_value}'",
+        )
+
+        form_data = {}
+
+        if field in [
+            TransactionRuleAction.Field.type,
+            TransactionRuleAction.Field.is_paid,
+            TransactionRuleAction.Field.date,
+            TransactionRuleAction.Field.reference_date,
+            TransactionRuleAction.Field.amount,
+            TransactionRuleAction.Field.description,
+            TransactionRuleAction.Field.notes,
+            TransactionRuleAction.Field.mute,
+            TransactionRuleAction.Field.internal_note,
+            TransactionRuleAction.Field.internal_id,
+        ]:
+            setattr(
+                instance,
+                field,
+                new_value,
+            )
+
+        elif field == TransactionRuleAction.Field.account:
+            if isinstance(new_value, int):
+                account = Account.objects.get(id=new_value)
+                instance.account = account
+            elif isinstance(new_value, str):
+                account = Account.objects.filter(name=new_value).first()
+                instance.account = account
+
+        elif field == TransactionRuleAction.Field.category:
+            if isinstance(new_value, int):
+                category = TransactionCategory.objects.get(id=new_value)
+                instance.category = category
+            elif isinstance(new_value, str):
+                category = TransactionCategory.objects.get(name=new_value)
+                instance.category = category
+
+        elif field == TransactionRuleAction.Field.tags:
+            if not dry_run:
+                instance.tags.clear()
+            if isinstance(new_value, list):
+                for tag_value in new_value:
+                    if isinstance(tag_value, int):
+                        tag = TransactionTag.objects.get(id=tag_value)
+                        if not dry_run:
+                            instance.tags.add(tag)
+                        tags.append(tag)
+                    elif isinstance(tag_value, str):
+                        tag = TransactionTag.objects.get(name=tag_value)
+                        if not dry_run:
+                            instance.tags.add(tag)
+                        tags.append(tag)
+
+            elif isinstance(new_value, (int, str)):
+                if isinstance(new_value, int):
+                    tag = TransactionTag.objects.get(id=new_value)
+                else:
+                    tag = TransactionTag.objects.get(name=new_value)
+
+                if not dry_run:
+                    instance.tags.add(tag)
+                tags.append(tag)
+
+        elif field == TransactionRuleAction.Field.entities:
+            if not dry_run:
+                instance.entities.clear()
+            if isinstance(new_value, list):
+                for entity_value in new_value:
+                    if isinstance(entity_value, int):
+                        entity = TransactionEntity.objects.get(id=entity_value)
+                        if not dry_run:
+                            instance.entities.add(entity)
+                        entities.append(entity)
+                    elif isinstance(entity_value, str):
+                        entity = TransactionEntity.objects.get(name=entity_value)
+                        if not dry_run:
+                            instance.entities.add(entity)
+                        entities.append(entity)
+
+            elif isinstance(new_value, (int, str)):
+                if isinstance(new_value, int):
+                    entity = TransactionEntity.objects.get(id=new_value)
+                else:
+                    entity = TransactionEntity.objects.get(name=new_value)
+                if not dry_run:
+                    instance.entities.add(entity)
+                entities.append(entity)
+
+        instance.full_clean()
+
+        dry_run_results.edit_transaction(
+            instance=deepcopy(instance),
+            action=processed_action,
+            old_value=original_value,
+            new_value=new_value,
+            field=field,
+            tags=tags,
+            entities=entities,
+        )
+
+        return instance
+
     user = get_user_model().objects.get(id=user_id)
     write_current_user(user)
+    logs = [] if dry_run else None
+    dry_run_results = DryRunResults()
+
+    if dry_run and not rule_id:
+        raise Exception("-> Cannot dry run without a rule id")
 
     try:
         with cachalot_disabled():
@@ -51,21 +537,32 @@ def check_for_transaction_rules(
                 # Regular transaction processing for creates and updates
                 instance = Transaction.objects.get(id=instance_id)
 
+            dry_run_results.triggering_transaction(deepcopy(instance))
+
             functions = {
                 "relativedelta": relativedelta,
                 "str": str,
                 "int": int,
                 "float": float,
+                "abs": abs,
+                "randint": randint,
+                "random": random,
                 "decimal": decimal.Decimal,
                 "datetime": datetime,
                 "date": date,
                 "transactions": transactions.TransactionsGetter,
             }
 
+            _log("-> Starting rule execution...")
+            _log("-> Available functions: {}".format(functions.keys()))
+
             names = _get_names(instance)
 
             simple = EvalWithCompoundTypes(names=names, functions=functions)
 
+            if signal == "transaction_updated" and old_data:
+                simple.names.update(_get_names(old_data, "old_"))
+
             # Select rules based on the signal type
             if signal == "transaction_created":
                 rules = TransactionRule.objects.filter(
@@ -82,23 +579,31 @@ def check_for_transaction_rules(
             else:
                 rules = TransactionRule.objects.filter(active=True).order_by("id")
 
+            if dry_run and rule_id:
+                rules = rules.filter(id=rule_id)
+
+            _log("-> Testing {} rule(s)...".format(len(rules)))
+
             # Process the rules as before
             for rule in rules:
+                _log("Testing rule: {}".format(rule.name))
                 if simple.eval(rule.trigger):
-                    # For deleted transactions, we might want to limit what actions can be performed
+                    _log("├─ Initial trigger matched!")
+                    # For deleted transactions, we want to limit what actions can be performed
                     if signal == "transaction_deleted":
+                        _log(
+                            "├─ Event is of type 'delete'. Only processing Update or Create actions..."
+                        )
                         # Process only create/update actions, not edit actions
-                        for (
-                            action
-                        ) in rule.update_or_create_transaction_actions.all():
+                        for action in rule.update_or_create_transaction_actions.all():
                             try:
                                 _process_update_or_create_transaction_action(
-                                    action=action, simple_eval=simple
+                                    processed_action=action,
                                 )
                             except Exception as e:
-                                logger.error(
-                                    f"Error processing update or create transaction action {action.id} on deletion",
-                                    exc_info=True,
+                                _log(
+                                    f"├─ Error processing update or create transaction action {action.id} on deletion",
+                                    level="error",
                                 )
                     else:
                         # Normal processing for non-deleted transactions
@@ -113,10 +618,14 @@ def check_for_transaction_rules(
                         ) or any(a.order > 0 for a in update_or_create_actions)
 
                         if has_custom_order:
+                            _log(
+                                "├─ One or more actions have a custom order, actions will be processed ordered by "
+                                "order and creation date..."
+                            )
                             # Combine and sort actions by order
                             all_actions = sorted(
                                 chain(edit_actions, update_or_create_actions),
-                                key=lambda a: a.order,
+                                key=lambda a: (a.order, a.id),
                             )
 
                             for action in all_actions:
@@ -124,354 +633,77 @@ def check_for_transaction_rules(
                                     if isinstance(action, TransactionRuleAction):
                                         instance = _process_edit_transaction_action(
                                             instance=instance,
-                                            action=action,
-                                            simple_eval=simple,
+                                            processed_action=action,
                                         )
-                                        # Update names for next actions
-                                        simple.names.update(_get_names(instance))
+
+                                        if rule.sequenced:
+                                            # Update names for next actions
+                                            simple.names.update(_get_names(instance))
                                     else:
                                         _process_update_or_create_transaction_action(
-                                            action=action, simple_eval=simple
+                                            processed_action=action,
                                         )
+                                        _clear_names("my_")
                                 except Exception as e:
-                                    logger.error(
-                                        f"Error processing action {action.id}",
-                                        exc_info=True,
+                                    _log(
+                                        f"├─ Error processing action {action.id}",
+                                        level="error",
                                     )
                             # Save at the end
-                            if signal != "transaction_deleted":
+                            if not dry_run and signal != "transaction_deleted":
                                 instance.save()
                         else:
+                            _log(
+                                "├─ No actions have a custom order, actions will be processed ordered by creation "
+                                "date, with Edit actions running first, then Update or Create actions..."
+                            )
                             # Original behavior
                             for action in edit_actions:
                                 try:
                                     instance = _process_edit_transaction_action(
                                         instance=instance,
-                                        action=action,
-                                        simple_eval=simple,
+                                        processed_action=action,
                                     )
+                                    if rule.sequenced:
+                                        # Update names for next actions
+                                        simple.names.update(_get_names(instance))
                                 except Exception as e:
-                                    logger.error(
-                                        f"Error processing edit transaction action {action.id}",
-                                        exc_info=True,
+                                    _log(
+                                        f"├─ Error processing edit transaction action {action.id}",
+                                        level="error",
                                     )
 
-                            simple.names.update(_get_names(instance))
-                            if signal != "transaction_deleted":
+                            if rule.sequenced:
+                                # Update names for next actions
+                                simple.names.update(_get_names(instance))
+                            if not dry_run and signal != "transaction_deleted":
                                 instance.save()
 
                             for action in update_or_create_actions:
                                 try:
                                     _process_update_or_create_transaction_action(
-                                        action=action, simple_eval=simple
+                                        processed_action=action,
                                     )
+                                    _clear_names("my_")
                                 except Exception as e:
-                                    logger.error(
-                                        f"Error processing update or create transaction action {action.id}",
-                                        exc_info=True,
+                                    _log(
+                                        f"├─ Error processing update or create transaction action {action.id}",
+                                        level="error",
                                     )
+                else:
+                    _log("├─ Initial trigger didn't match, this rule will be skipped")
     except Exception as e:
-        logger.error(
-            "Error while executing 'check_for_transaction_rules' task",
-            exc_info=True,
+        _log(
+            "** Error while executing 'check_for_transaction_rules' task",
+            level="error",
         )
         delete_current_user()
-        raise e
+        if not dry_run:
+            raise e
+
     delete_current_user()
 
+    if dry_run:
+        return logs, dry_run_results.results
 
-def _get_names(instance: Transaction | dict):
-    if isinstance(instance, Transaction):
-        return {
-            "id": instance.id,
-            "account_name": instance.account.name,
-            "account_id": instance.account.id,
-            "account_group_name": (
-                instance.account.group.name if instance.account.group else None
-            ),
-            "account_group_id": (
-                instance.account.group.id if instance.account.group else None
-            ),
-            "is_asset_account": instance.account.is_asset,
-            "is_archived_account": instance.account.is_archived,
-            "category_name": instance.category.name if instance.category else None,
-            "category_id": instance.category.id if instance.category else None,
-            "tag_names": [x.name for x in instance.tags.all()],
-            "tag_ids": [x.id for x in instance.tags.all()],
-            "entities_names": [x.name for x in instance.entities.all()],
-            "entities_ids": [x.id for x in instance.entities.all()],
-            "is_expense": instance.type == Transaction.Type.EXPENSE,
-            "is_income": instance.type == Transaction.Type.INCOME,
-            "is_paid": instance.is_paid,
-            "description": instance.description,
-            "amount": instance.amount,
-            "notes": instance.notes,
-            "date": instance.date,
-            "reference_date": instance.reference_date,
-            "internal_note": instance.internal_note,
-            "internal_id": instance.internal_id,
-            "is_deleted": instance.deleted,
-        }
-    else:
-        return {
-            "id": instance.get("id"),
-            "account_name": instance.get("account", (None, None))[1],
-            "account_id": instance.get("account", (None, None))[0],
-            "account_group_name": instance.get("account_group", (None, None))[1],
-            "account_group_id": instance.get("account_group", (None, None))[0],
-            "is_asset_account": instance.get("is_asset"),
-            "is_archived_account": instance.get("is_archived"),
-            "category_name": instance.get("category", (None, None))[1],
-            "category_id": instance.get("category", (None, None))[0],
-            "tag_names": [x[1] for x in instance.get("tags", [])],
-            "tag_ids": [x[0] for x in instance.get("tags", [])],
-            "entities_names": [x[1] for x in instance.get("entities", [])],
-            "entities_ids": [x[0] for x in instance.get("entities", [])],
-            "is_expense": instance.get("type") == Transaction.Type.EXPENSE,
-            "is_income": instance.get("type") == Transaction.Type.INCOME,
-            "is_paid": instance.get("is_paid"),
-            "description": instance.get("description", ""),
-            "amount": Decimal(instance.get("amount")),
-            "notes": instance.get("notes", ""),
-            "date": datetime.fromisoformat(instance.get("date")),
-            "reference_date": datetime.fromisoformat(instance.get("reference_date")),
-            "internal_note": instance.get("internal_note", ""),
-            "internal_id": instance.get("internal_id", ""),
-            "is_deleted": instance.get("deleted", True),
-        }
-
-
-def _process_update_or_create_transaction_action(action, simple_eval):
-    """Helper to process a single linked transaction action"""
-
-    # Build search query using the helper method
-    search_query = action.build_search_query(simple_eval)
-    logger.info("Searching transactions using: %s", search_query)
-
-    # Find latest matching transaction or create new
-    if search_query:
-        transactions = Transaction.objects.filter(search_query).order_by("-date", "-id")
-        transaction = transactions.first()
-        logger.info("Found at least one matching transaction, using latest")
-    else:
-        transaction = None
-        logger.info("No matching transaction found, creating a new transaction")
-
-    if not transaction:
-        transaction = Transaction()
-
-    simple_eval.names.update(
-        {
-            "my_account_name": (transaction.account.name if transaction.id else None),
-            "my_account_id": transaction.account.id if transaction.id else None,
-            "my_account_group_name": (
-                transaction.account.group.name
-                if transaction.id and transaction.account.group
-                else None
-            ),
-            "my_account_group_id": (
-                transaction.account.group.id
-                if transaction.id and transaction.account.group
-                else None
-            ),
-            "my_is_asset_account": (
-                transaction.account.is_asset if transaction.id else None
-            ),
-            "my_is_archived_account": (
-                transaction.account.is_archived if transaction.id else None
-            ),
-            "my_category_name": (
-                transaction.category.name if transaction.category else None
-            ),
-            "my_category_id": transaction.category.id if transaction.category else None,
-            "my_tag_names": (
-                [x.name for x in transaction.tags.all()] if transaction.id else []
-            ),
-            "my_tag_ids": (
-                [x.id for x in transaction.tags.all()] if transaction.id else []
-            ),
-            "my_entities_names": (
-                [x.name for x in transaction.entities.all()] if transaction.id else []
-            ),
-            "my_entities_ids": (
-                [x.id for x in transaction.entities.all()] if transaction.id else []
-            ),
-            "my_is_expense": transaction.type == Transaction.Type.EXPENSE,
-            "my_is_income": transaction.type == Transaction.Type.INCOME,
-            "my_is_paid": transaction.is_paid,
-            "my_description": transaction.description,
-            "my_amount": transaction.amount or 0,
-            "my_notes": transaction.notes,
-            "my_date": transaction.date,
-            "my_reference_date": transaction.reference_date,
-            "my_internal_note": transaction.internal_note,
-            "my_internal_id": transaction.reference_date,
-        }
-    )
-
-    if action.filter:
-        value = simple_eval.eval(action.filter)
-        if not value:
-            return  # Short-circuit execution if filter evaluates to false
-
-    # Set fields if provided
-    if action.set_account:
-        value = simple_eval.eval(action.set_account)
-        if isinstance(value, int):
-            transaction.account = Account.objects.get(id=value)
-        else:
-            transaction.account = Account.objects.get(name=value)
-
-    if action.set_type:
-        transaction.type = simple_eval.eval(action.set_type)
-
-    if action.set_is_paid:
-        transaction.is_paid = simple_eval.eval(action.set_is_paid)
-
-    if action.set_date:
-        transaction.date = simple_eval.eval(action.set_date)
-
-    if action.set_reference_date:
-        transaction.reference_date = simple_eval.eval(action.set_reference_date)
-
-    if action.set_amount:
-        transaction.amount = simple_eval.eval(action.set_amount)
-
-    if action.set_description:
-        transaction.description = simple_eval.eval(action.set_description)
-
-    if action.set_internal_note:
-        transaction.internal_note = simple_eval.eval(action.set_internal_note)
-
-    if action.set_internal_id:
-        transaction.internal_id = simple_eval.eval(action.set_internal_id)
-
-    if action.set_notes:
-        transaction.notes = simple_eval.eval(action.set_notes)
-
-    if action.set_category:
-        value = simple_eval.eval(action.set_category)
-        if isinstance(value, int):
-            transaction.category = TransactionCategory.objects.get(id=value)
-        else:
-            transaction.category = TransactionCategory.objects.get(name=value)
-
-    transaction.save()
-
-    # Handle M2M fields after save
-    if action.set_tags:
-        tags_value = simple_eval.eval(action.set_tags)
-        transaction.tags.clear()
-        if isinstance(tags_value, (list, tuple)):
-            for tag in tags_value:
-                if isinstance(tag, int):
-                    transaction.tags.add(TransactionTag.objects.get(id=tag))
-                else:
-                    transaction.tags.add(TransactionTag.objects.get(name=tag))
-        elif isinstance(tags_value, (int, str)):
-            if isinstance(tags_value, int):
-                transaction.tags.add(TransactionTag.objects.get(id=tags_value))
-            else:
-                transaction.tags.add(TransactionTag.objects.get(name=tags_value))
-
-    if action.set_entities:
-        entities_value = simple_eval.eval(action.set_entities)
-        transaction.entities.clear()
-        if isinstance(entities_value, (list, tuple)):
-            for entity in entities_value:
-                if isinstance(entity, int):
-                    transaction.entities.add(TransactionEntity.objects.get(id=entity))
-                else:
-                    transaction.entities.add(TransactionEntity.objects.get(name=entity))
-        elif isinstance(entities_value, (int, str)):
-            if isinstance(entities_value, int):
-                transaction.entities.add(
-                    TransactionEntity.objects.get(id=entities_value)
-                )
-            else:
-                transaction.entities.add(
-                    TransactionEntity.objects.get(name=entities_value)
-                )
-
-
-def _process_edit_transaction_action(instance, action, simple_eval) -> Transaction:
-    if action.field in [
-        TransactionRuleAction.Field.type,
-        TransactionRuleAction.Field.is_paid,
-        TransactionRuleAction.Field.date,
-        TransactionRuleAction.Field.reference_date,
-        TransactionRuleAction.Field.amount,
-        TransactionRuleAction.Field.description,
-        TransactionRuleAction.Field.notes,
-    ]:
-        setattr(
-            instance,
-            action.field,
-            simple_eval.eval(action.value),
-        )
-
-    elif action.field == TransactionRuleAction.Field.account:
-        value = simple_eval.eval(action.value)
-        if isinstance(value, int):
-            account = Account.objects.get(id=value)
-            instance.account = account
-        elif isinstance(value, str):
-            account = Account.objects.filter(name=value).first()
-            instance.account = account
-
-    elif action.field == TransactionRuleAction.Field.category:
-        value = simple_eval.eval(action.value)
-        if isinstance(value, int):
-            category = TransactionCategory.objects.get(id=value)
-            instance.category = category
-        elif isinstance(value, str):
-            category = TransactionCategory.objects.get(name=value)
-            instance.category = category
-
-    elif action.field == TransactionRuleAction.Field.tags:
-        value = simple_eval.eval(action.value)
-        if isinstance(value, list):
-            # Clear existing tags
-            instance.tags.clear()
-            for tag_value in value:
-                if isinstance(tag_value, int):
-                    tag = TransactionTag.objects.get(id=tag_value)
-                    instance.tags.add(tag)
-                elif isinstance(tag_value, str):
-                    tag = TransactionTag.objects.get(name=tag_value)
-                    instance.tags.add(tag)
-
-        elif isinstance(value, (int, str)):
-            # If a single value is provided, treat it as a single tag
-            instance.tags.clear()
-            if isinstance(value, int):
-                tag = TransactionTag.objects.get(id=value)
-            else:
-                tag = TransactionTag.objects.get(name=value)
-
-            instance.tags.add(tag)
-
-    elif action.field == TransactionRuleAction.Field.entities:
-        value = simple_eval.eval(action.value)
-        if isinstance(value, list):
-            # Clear existing entities
-            instance.entities.clear()
-            for entity_value in value:
-                if isinstance(entity_value, int):
-                    entity = TransactionEntity.objects.get(id=entity_value)
-                    instance.entities.add(entity)
-                elif isinstance(entity_value, str):
-                    entity = TransactionEntity.objects.get(name=entity_value)
-                    instance.entities.add(entity)
-
-        elif isinstance(value, (int, str)):
-            # If a single value is provided, treat it as a single entity
-            instance.entities.clear()
-            if isinstance(value, int):
-                entity = TransactionEntity.objects.get(id=value)
-            else:
-                entity = TransactionEntity.objects.get(name=value)
-
-            instance.entities.add(entity)
-
-    return instance
+    return None

app/apps/rules/urls.py

@@ -42,6 +42,16 @@ urlpatterns = [
         views.transaction_rule_take_ownership,
         name="transaction_rule_take_ownership",
     ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/created/",
+        views.dry_run_rule_created,
+        name="transaction_rule_dry_run_created",
+    ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/deleted/",
+        views.dry_run_rule_deleted,
+        name="transaction_rule_dry_run_deleted",
+    ),
     path(
         "rules/transaction/<int:pk>/share/",
         views.transaction_rule_share,

app/apps/rules/utils/transactions.py

@@ -56,3 +56,33 @@ class TransactionsGetter:
                 output_field=DecimalField(),
             )
         )["balance"]
+
+
+def serialize_transaction(sender: Transaction, deleted: bool):
+    return {
+        "id": sender.id,
+        "account": (sender.account.id, sender.account.name),
+        "account_group": (
+            sender.account.group.id if sender.account.group else None,
+            sender.account.group.name if sender.account.group else None,
+        ),
+        "type": str(sender.type),
+        "is_paid": sender.is_paid,
+        "is_asset": sender.account.is_asset,
+        "is_archived": sender.account.is_archived,
+        "category": (
+            sender.category.id if sender.category else None,
+            sender.category.name if sender.category else None,
+        ),
+        "date": sender.date.isoformat(),
+        "reference_date": sender.reference_date.isoformat(),
+        "amount": str(sender.amount),
+        "description": sender.description,
+        "notes": sender.notes,
+        "tags": list(sender.tags.values_list("id", "name")),
+        "entities": list(sender.entities.values_list("id", "name")),
+        "deleted": deleted,
+        "internal_note": sender.internal_note,
+        "internal_id": sender.internal_id,
+        "mute": sender.mute,
+    }

app/apps/rules/views.py

@@ -12,6 +12,8 @@ from apps.rules.forms import (
     TransactionRuleForm,
     TransactionRuleActionForm,
     UpdateOrCreateTransactionRuleActionForm,
+    DryRunCreatedTransacion,
+    DryRunDeletedTransacion,
 )
 from apps.rules.models import (
     TransactionRule,
@@ -21,6 +23,8 @@ from apps.rules.models import (
 from apps.common.models import SharedObject
 from apps.common.forms import SharedObjectForm
 from apps.common.decorators.demo import disabled_on_demo
+from apps.rules.tasks import check_for_transaction_rules
+from apps.common.middleware.thread_local import get_current_user
 
 
 @login_required
@@ -143,7 +147,9 @@ def transaction_rule_view(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
     edit_actions = transaction_rule.transaction_actions.all()
-    update_or_create_actions = transaction_rule.update_or_create_transaction_actions.all()
+    update_or_create_actions = (
+        transaction_rule.update_or_create_transaction_actions.all()
+    )
 
     all_actions = sorted(
         chain(edit_actions, update_or_create_actions),
@@ -416,3 +422,65 @@ def update_or_create_transaction_rule_action_delete(request, pk):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_created(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunCreatedTransacion(request.POST)
+        if form.is_valid():
+            logs, results = check_for_transaction_rules(
+                instance_id=form.cleaned_data["transaction"].id,
+                signal="transaction_created",
+                dry_run=True,
+                rule_id=rule.id,
+                user_id=get_current_user().id,
+            )
+            logs = "\n".join(logs)
+
+    else:
+        form = DryRunCreatedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/created.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_deleted(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunDeletedTransacion(request.POST)
+        if form.is_valid():
+            logs, results = check_for_transaction_rules(
+                instance_id=form.cleaned_data["transaction"].id,
+                signal="transaction_deleted",
+                dry_run=True,
+                rule_id=rule.id,
+                user_id=get_current_user().id,
+            )
+            logs = "\n".join(logs)
+
+    else:
+        form = DryRunDeletedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/deleted.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )

app/apps/transactions/forms.py

@@ -1,3 +1,5 @@
+from copy import deepcopy
+
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
 from crispy_forms.bootstrap import FormActions, AccordionGroup, AppendedText
 from crispy_forms.helper import FormHelper
@@ -239,11 +241,16 @@ class TransactionForm(forms.ModelForm):
     def save(self, **kwargs):
         is_new = not self.instance.id
 
+        if not is_new:
+            old_data = deepcopy(Transaction.objects.get(pk=self.instance.id))
+        else:
+            old_data = None
+
         instance = super().save(**kwargs)
         if is_new:
             transaction_created.send(sender=instance)
         else:
-            transaction_updated.send(sender=instance)
+            transaction_updated.send(sender=instance, old_data=old_data)
 
         return instance
 

app/apps/transactions/models.py

@@ -1,4 +1,5 @@
 import logging
+from copy import deepcopy
 
 from dateutil.relativedelta import relativedelta
 from django.conf import settings
@@ -33,13 +34,13 @@ transaction_deleted = Signal()
 
 class SoftDeleteQuerySet(models.QuerySet):
     @staticmethod
-    def _emit_signals(instances, created=False):
+    def _emit_signals(instances, created=False, old_data=None):
         """Helper to emit signals for multiple instances"""
-        for instance in instances:
+        for i, instance in enumerate(instances):
             if created:
                 transaction_created.send(sender=instance)
             else:
-                transaction_updated.send(sender=instance)
+                transaction_updated.send(sender=instance, old_data=old_data[i])
 
     def bulk_create(self, objs, emit_signal=True, **kwargs):
         instances = super().bulk_create(objs, **kwargs)
@@ -50,22 +51,25 @@ class SoftDeleteQuerySet(models.QuerySet):
         return instances
 
     def bulk_update(self, objs, fields, emit_signal=True, **kwargs):
+        old_data = deepcopy(objs)
         result = super().bulk_update(objs, fields, **kwargs)
 
         if emit_signal:
-            self._emit_signals(objs, created=False)
+            self._emit_signals(objs, created=False, old_data=old_data)
 
         return result
 
     def update(self, emit_signal=True, **kwargs):
         # Get instances before update
         instances = list(self)
+        old_data = deepcopy(instances)
+
         result = super().update(**kwargs)
 
         if emit_signal:
             # Refresh instances to get new values
             refreshed = self.model.objects.filter(pk__in=[obj.pk for obj in instances])
-            self._emit_signals(refreshed, created=False)
+            self._emit_signals(refreshed, created=False, old_data=old_data)
 
         return result
 

app/apps/transactions/views/transactions.py

@@ -177,6 +177,7 @@ def transaction_edit(request, transaction_id, **kwargs):
     transaction = get_object_or_404(Transaction, id=transaction_id)
 
     if request.method == "POST":
+        print(request.POST, request.POST.items())
         form = TransactionForm(request.POST, instance=transaction)
         if form.is_valid():
             form.save()
@@ -213,6 +214,7 @@ def transactions_bulk_edit(request):
         if form.is_valid():
             # Apply changes from the form to all selected transactions
             for transaction in transactions:
+                old_data = deepcopy(transaction)
                 for field_name, value in form.cleaned_data.items():
                     if value or isinstance(
                         value, bool
@@ -225,7 +227,7 @@ def transactions_bulk_edit(request):
                             setattr(transaction, field_name, value)
 
                 transaction.save()
-                transaction_updated.send(sender=transaction)
+                transaction_updated.send(sender=transaction, old_data=old_data)
 
             messages.success(
                 request,
@@ -373,10 +375,13 @@ def transactions_transfer(request):
 @require_http_methods(["GET"])
 def transaction_pay(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
+
     new_is_paid = False if transaction.is_paid else True
     transaction.is_paid = new_is_paid
     transaction.save()
-    transaction_updated.send(sender=transaction)
+
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -394,11 +399,12 @@ def transaction_pay(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_mute(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
 
     new_mute = False if transaction.mute else True
     transaction.mute = new_mute
     transaction.save()
-    transaction_updated.send(sender=transaction)
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -414,19 +420,20 @@ def transaction_mute(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_change_month(request, transaction_id, change_type):
     transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
 
     if change_type == "next":
         transaction.reference_date = transaction.reference_date + relativedelta(
             months=1
         )
         transaction.save()
-        transaction_updated.send(sender=transaction)
+        transaction_updated.send(sender=transaction, old_data=old_data)
     elif change_type == "previous":
         transaction.reference_date = transaction.reference_date - relativedelta(
             months=1
         )
         transaction.save()
-        transaction_updated.send(sender=transaction)
+        transaction_updated.send(sender=transaction, old_data=old_data)
 
     return HttpResponse(
         status=204,
@@ -440,9 +447,11 @@ def transaction_change_month(request, transaction_id, change_type):
 def transaction_move_to_today(request, transaction_id):
     transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
 
+    old_data = deepcopy(transaction)
+
     transaction.date = timezone.localdate(timezone.now())
     transaction.save()
-    transaction_updated.send(sender=transaction)
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     return HttpResponse(
         status=204,

app/templates/cotton/transaction/item.html

@@ -1,8 +1,9 @@
 {% load markdown %}
 {% load i18n %}
-<div class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
+<div
+    class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
   <div class="d-flex my-1">
-    {% if not disable_selection %}
+    {% if not disable_selection or not dummy %}
       <label class="px-3 d-flex align-items-center justify-content-center">
         <input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}"
                id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
@@ -19,9 +20,10 @@
             <a class="text-decoration-none p-3 tw:text-gray-500!"
                title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"
                role="button"
+                {% if not dummy %}
                hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
                hx-target="closest .transaction"
-               hx-swap="outerHTML">
+               hx-swap="outerHTML"{% endif %}>
               {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
                   class="fa-regular fa-circle"></i>{% endif %}
             </a>
@@ -33,7 +35,8 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div
+            class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw:text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -58,14 +61,19 @@
           </div>
           <div class="tw:text-gray-400 tw:text-sm">
             {#        Entities #}
-            {% with transaction.entities.all as entities %}
-              {% if entities %}
-                <div class="row mb-2 mb-lg-1 tw:text-gray-400">
-                  <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
-                  <div class="col ps-0">{{ entities|join:", " }}</div>
-                </div>
-              {% endif %}
-            {% endwith %}
+              {% with transaction.entities.all as entities %}
+                {% if entities and not overriden_entities %}
+                  <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                    <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
+                    <div class="col ps-0">{{ entities|join:", " }}</div>
+                  </div>
+                {% elif overriden_entities %}
+                  <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                    <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
+                    <div class="col ps-0">{{ overriden_entities|join:", " }}</div>
+                  </div>
+                {% endif %}
+              {% endwith %}
             {#        Notes#}
             {% if transaction.notes %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
@@ -82,16 +90,22 @@
             {% endif %}
             {#        Tags#}
             {% with transaction.tags.all as tags %}
-              {% if tags %}
+              {% if tags and not overriden_tags %}
                 <div class="row mb-2 mb-lg-1 tw:text-gray-400">
                   <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
                   <div class="col ps-0">{{ tags|join:", " }}</div>
                 </div>
+              {% elif overriden_tags %}
+                <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                  <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
+                  <div class="col ps-0">{{ overriden_tags|join:", " }}</div>
+                </div>
               {% endif %}
             {% endwith %}
           </div>
         </div>
-        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div
+            class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"
@@ -101,107 +115,136 @@
                 color="{% if transaction.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
           </div>
           {#    Exchange Rate#}
-          {% with exchanged=transaction.exchanged_amount %}
-            {% if exchanged %}
-              <div class="exchanged-amount mb-2 mb-lg-0">
-                <c-amount.display
-                    :amount="exchanged.amount"
-                    :prefix="exchanged.prefix"
-                    :suffix="exchanged.suffix"
-                    :decimal_places="exchanged.decimal_places"
-                    color="grey"></c-amount.display>
-              </div>
-            {% endif %}
-          {% endwith %}
+          {% if not dummy %}
+            {% with exchanged=transaction.exchanged_amount %}
+              {% if exchanged %}
+                <div class="exchanged-amount mb-2 mb-lg-0">
+                  <c-amount.display
+                      :amount="exchanged.amount"
+                      :prefix="exchanged.prefix"
+                      :suffix="exchanged.suffix"
+                      :decimal_places="exchanged.decimal_places"
+                      color="grey"></c-amount.display>
+                </div>
+              {% endif %}
+            {% endwith %}
+          {% endif %}
           <div>
             {% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}
           </div>
         </div>
-        <div>
-          {#      Item actions#}
-          <div
-              class="transaction-actions tw:absolute! tw:left-1/2 tw:top-0 tw:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
-            <div class="card-body p-1 shadow-lg d-flex flex-row gap-1">
-              {% if not transaction.deleted %}
-                <a class="btn btn-secondary btn-sm transaction-action"
-                   role="button"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Edit" %}"
-                   hx-get="{% url 'transaction_edit' transaction_id=transaction.id %}"
-                   hx-target="#generic-offcanvas" hx-swap="innerHTML">
-                  <i class="fa-solid fa-pencil fa-fw"></i></a>
-                <a class="btn btn-secondary btn-sm transaction-action"
-                   role="button"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Delete" %}"
-                   hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
-                   hx-trigger='confirmed'
-                   data-bypass-on-ctrl="true"
-                   data-title="{% translate "Are you sure?" %}"
-                   data-text="{% translate "You won't be able to revert this!" %}"
-                   data-confirm-text="{% translate "Yes, delete it!" %}"
-                   _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
-                </a>
-                <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown" aria-expanded="false">
-                  <i class="fa-solid fa-ellipsis fa-fw"></i>
-                </button>
-                <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
-                  {% if transaction.account.is_untracked_by %}
-                    <li>
-                      <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
-                        <i class="fa-solid fa-eye fa-fw me-2"></i>
-                        <div>
-                          {% translate 'Show on summaries' %}
-                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by account' %}</div>
-                        </div>
-                      </a>
+        {% if not dummy %}
+          <div>
+            {#      Item actions#}
+            <div
+                class="transaction-actions tw:absolute! tw:left-1/2 tw:top-0 tw:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
+              <div class="card-body p-1 shadow-lg d-flex flex-row gap-1">
+                {% if not transaction.deleted %}
+                  <a class="btn btn-secondary btn-sm transaction-action"
+                     role="button"
+                     data-bs-toggle="tooltip"
+                     data-bs-title="{% translate "Edit" %}"
+                     hx-get="{% url 'transaction_edit' transaction_id=transaction.id %}"
+                     hx-target="#generic-offcanvas" hx-swap="innerHTML">
+                    <i class="fa-solid fa-pencil fa-fw"></i></a>
+                  <a class="btn btn-secondary btn-sm transaction-action"
+                     role="button"
+                     data-bs-toggle="tooltip"
+                     data-bs-title="{% translate "Delete" %}"
+                     hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
+                     hx-trigger='confirmed'
+                     data-bypass-on-ctrl="true"
+                     data-title="{% translate "Are you sure?" %}"
+                     data-text="{% translate "You won't be able to revert this!" %}"
+                     data-confirm-text="{% translate "Yes, delete it!" %}"
+                     _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
+                  </a>
+                  <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown"
+                          aria-expanded="false">
+                    <i class="fa-solid fa-ellipsis fa-fw"></i>
+                  </button>
+                  <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
+                    {% if transaction.account.is_untracked_by %}
+                      <li>
+                        <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                          <i class="fa-solid fa-eye fa-fw me-2"></i>
+                          <div>
+                            {% translate 'Show on summaries' %}
+                            <div
+                                class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by account' %}</div>
+                          </div>
+                        </a>
+                      </li>
+                    {% elif transaction.category.mute %}
+                      <li>
+                        <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                          <i class="fa-solid fa-eye fa-fw me-2"></i>
+                          <div>
+                            {% translate 'Show on summaries' %}
+                            <div
+                                class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                          </div>
+                        </a>
+                      </li>
+                    {% elif transaction.mute %}
+                      <li><a class="dropdown-item" href="#"
+                             hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}"
+                             hx-target="closest .transaction" hx-swap="outerHTML"><i
+                          class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
+                    {% else %}
+                      <li><a class="dropdown-item" href="#"
+                             hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}"
+                             hx-target="closest .transaction" hx-swap="outerHTML"><i
+                          class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
+                    {% endif %}
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i
+                        class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a>
                     </li>
-                  {% elif transaction.category.mute %}
                     <li>
-                      <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
-                        <i class="fa-solid fa-eye fa-fw me-2"></i>
-                        <div>
-                          {% translate 'Show on summaries' %}
-                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
-                        </div>
-                      </a>
+                      <hr class="dropdown-divider">
                     </li>
-                  {% elif transaction.mute %}
-                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
-                  {% else %}
-                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
-                  {% endif %}
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a></li>
-                  <li><hr class="dropdown-divider"></li>
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='previous' %}"><i class="fa-solid fa-calendar-minus fa-fw me-2"></i>{% translate 'Move to previous month' %}</a></li>
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='next' %}"><i class="fa-solid fa-calendar-plus fa-fw me-2"></i>{% translate 'Move to next month' %}</a></li>
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_move_to_today' transaction_id=transaction.id %}"><i class="fa-solid fa-calendar-day fa-fw me-2"></i>{% translate 'Move to today' %}</a></li>
-                  <li><hr class="dropdown-divider"></li>
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
-                </ul>
-              {% else %}
-                <a class="btn btn-secondary btn-sm transaction-action"
-                   role="button"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Restore" %}"
-                   hx-get="{% url 'transaction_undelete' transaction_id=transaction.id %}"><i
-                    class="fa-solid fa-trash-arrow-up"></i></a>
-                <a class="btn btn-secondary btn-sm transaction-action"
-                   role="button"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Delete" %}"
-                   hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
-                   hx-trigger='confirmed'
-                   data-bypass-on-ctrl="true"
-                   data-title="{% translate "Are you sure?" %}"
-                   data-text="{% translate "You won't be able to revert this!" %}"
-                   data-confirm-text="{% translate "Yes, delete it!" %}"
-                   _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
-                </a>
-              {% endif %}
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='previous' %}"><i
+                        class="fa-solid fa-calendar-minus fa-fw me-2"></i>{% translate 'Move to previous month' %}</a>
+                    </li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='next' %}"><i
+                        class="fa-solid fa-calendar-plus fa-fw me-2"></i>{% translate 'Move to next month' %}</a></li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_move_to_today' transaction_id=transaction.id %}"><i
+                        class="fa-solid fa-calendar-day fa-fw me-2"></i>{% translate 'Move to today' %}</a></li>
+                    <li>
+                      <hr class="dropdown-divider">
+                    </li>
+                    <li><a class="dropdown-item" href="#"
+                           hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i
+                        class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
+                  </ul>
+                {% else %}
+                  <a class="btn btn-secondary btn-sm transaction-action"
+                     role="button"
+                     data-bs-toggle="tooltip"
+                     data-bs-title="{% translate "Restore" %}"
+                     hx-get="{% url 'transaction_undelete' transaction_id=transaction.id %}"><i
+                      class="fa-solid fa-trash-arrow-up"></i></a>
+                  <a class="btn btn-secondary btn-sm transaction-action"
+                     role="button"
+                     data-bs-toggle="tooltip"
+                     data-bs-title="{% translate "Delete" %}"
+                     hx-delete="{% url 'transaction_delete' transaction_id=transaction.id %}"
+                     hx-trigger='confirmed'
+                     data-bypass-on-ctrl="true"
+                     data-title="{% translate "Are you sure?" %}"
+                     data-text="{% translate "You won't be able to revert this!" %}"
+                     data-confirm-text="{% translate "Yes, delete it!" %}"
+                     _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
+                  </a>
+                {% endif %}
+              </div>
             </div>
           </div>
-        </div>
+        {% endif %}
       </div>
     </div>
   </div>

app/templates/rules/fragments/transaction_rule/dry_run/created.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit transaction rule' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_created' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-created-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-created-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/deleted.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit transaction rule' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_deleted' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-deleted-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-deleted-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/logs.html

@@ -0,0 +1,7 @@
+<div class="card tw:max-h-full tw:overflow-auto tw:overflow-x-auto">
+  <div class="card-body">
+    <pre>
+      {{ logs|linebreaks }}
+    </pre>
+  </div>
+</div>

app/templates/rules/fragments/transaction_rule/dry_run/visual.html

@@ -0,0 +1,82 @@
+{% load i18n %}
+<div class="card tw:max-h-full tw:overflow-auto tw:overflow-x-auto">
+  <div class="card-header">
+    <ul class="nav nav-tabs card-header-tabs">
+      <li class="nav-item">
+        <button class="nav-link active" id="visual-tab" data-bs-toggle="tab" data-bs-target="#visual-tab-pane"
+                type="button" role="tab" aria-controls="visual-tab-pane"
+                aria-selected="true">{% translate 'Visual' %}</button>
+      </li>
+      <li class="nav-item" role="presentation">
+        <button class="nav-link" id="logs-tab" data-bs-toggle="tab" data-bs-target="#logs-tab-pane" type="button"
+                role="tab" aria-controls="logs-tab-pane" aria-selected="false">{% translate 'Logs' %}</button>
+      </li>
+    </ul>
+  </div>
+  <div class="card-body">
+    <div class="tab-content" id="myTabContent">
+      <div class="tab-pane fade show active" id="visual-tab-pane" role="tabpanel" aria-labelledby="home-tab"
+           tabindex="0">
+        {% if not results %}
+          {% translate 'Run a test to see...' %}
+        {% else %}
+          {% for result in results %}
+
+            {% if result.type == 'triggering_transaction' %}
+              <div class="mt-4">
+                <h6 class="text-center mb-3"><span class="badge text-bg-secondary">{% translate 'Start' %}</span></h6>
+                <c-transaction.item :transaction="result.transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'edit_transaction' %}
+              <div class="mt-4">
+                <h6 class="text-center mb-3"><span class="badge text-bg-secondary">{% translate 'Edit transaction' %}</span>
+                </h6>
+                <div>
+                  {% translate 'Set' %} <span
+                    class="badge text-bg-secondary">{{ result.field }}</span> {% translate 'to' %}
+                  <span class="badge text-bg-secondary">{{ result.new_value }}</span>
+                </div>
+                <c-transaction.item :transaction="result.transaction" :dummy="True"
+                                    :disable-selection="True" :overriden_tags="result.tags" :overriden_entities="result.entities"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'update_or_create_transaction' %}
+              <div class="mt-4">
+                <h6 class="text-center mb-3"><span class="badge text-bg-secondary">{% translate 'Update or create transaction' %}</span>
+                </h6>
+                <div class="alert alert-info" role="alert">
+                  {% translate 'Search' %}: {{ result.query }}
+                </div>
+                {% if result.start_transaction %}
+                <c-transaction.item :transaction="result.start_transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+                {% else %}
+                  <div class="alert alert-danger" role="alert">
+                    {% translate 'No transaction found, a new one will be created' %}
+                  </div>
+                {% endif %}
+                <div class="text-center h3"><i class="fa-solid fa-arrow-down"></i></div>
+                <c-transaction.item :transaction="result.start_transaction" :dummy="True"
+                                    :disable-selection="True" :overriden_tags="result.tags" :overriden_entities="result.entities"></c-transaction.item>
+              </div>
+            {% endif %}
+
+          {% endfor %}
+        {% endif %}
+      </div>
+      <div class="tab-pane fade" id="logs-tab-pane" role="tabpanel" aria-labelledby="logs-tab" tabindex="0">
+        {% if not logs %}
+          {% translate 'Run a test to see...' %}
+        {% else %}
+          <pre>
+              {{ logs|linebreaks }}
+            </pre>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+</div>

app/templates/rules/fragments/transaction_rule/view.html

@@ -66,7 +66,7 @@
                  data-text="{% translate "You won't be able to revert this!" %}"
                  data-confirm-text="{% translate 'Yes, delete it!' %}"
                  _="install prompt_swal">
-              <i class="fa-solid fa-trash fa-fw"></i>
+                <i class="fa-solid fa-trash fa-fw"></i>
               </a>
             </div>
           </div>
@@ -101,33 +101,57 @@
                  data-text="{% translate "You won't be able to revert this!" %}"
                  data-confirm-text="{% translate 'Yes, delete it!' %}"
                  _="install prompt_swal">
-              <i class="fa-solid fa-trash fa-fw"></i>
+                <i class="fa-solid fa-trash fa-fw"></i>
               </a>
             </div>
           </div>
         {% endif %}
-      {% endfor %}
-      {% if not all_actions %}
+      {% empty %}
         <div class="card">
           <div class="card-body">
             {% translate 'This rule has no actions' %}
           </div>
         </div>
-      {% endif %}
+      {% endfor %}
       <hr>
-      <div class="dropdown">
-        <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
-                aria-expanded="false">
-          <i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
-        </button>
-        <ul class="dropdown-menu dropdown-menu-end w-100">
-          <li><a class="dropdown-item" role="link"
-                 hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
-                 hx-target="#generic-offcanvas">{% trans 'Edit Transaction' %}</a></li>
-          <li><a class="dropdown-item" role="link"
-                 hx-get="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
-                 hx-target="#generic-offcanvas">{% trans 'Update or Create Transaction' %}</a></li>
-        </ul>
+      <div class="d-grid d-lg-flex gap-2">
+        <div class="dropdown flex-fill">
+          <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
+                  aria-expanded="false">
+            <i class="fa-solid fa-flask-vial me-2"></i>{% translate 'Test' %}
+          </button>
+          <ul class="dropdown-menu">
+            {% if transaction_rule.on_create %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_created' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'On creation' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_update %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_deleted' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'On update' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_delete %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_deleted' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'On delete' %}</a></li>
+            {% endif %}
+          </ul>
+        </div>
+        <div class="dropdown flex-fill">
+          <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
+                  aria-expanded="false">
+            <i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
+          </button>
+          <ul class="dropdown-menu">
+            <li><a class="dropdown-item" role="link" href="#"
+                   hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
+                   hx-target="#generic-offcanvas">{% trans 'Edit Transaction' %}</a></li>
+            <li><a class="dropdown-item" role="link" href="#"
+                   hx-get="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
+                   hx-target="#generic-offcanvas">{% trans 'Update or Create Transaction' %}</a></li>
+          </ul>
+        </div>
       </div>
     </div>
   </div>