Merge pull request #358

feat(rules): many improvements

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

@@ -1,15 +1,19 @@
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
 from crispy_forms.bootstrap import FormActions, AccordionGroup
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Row, Column
+from crispy_forms.layout import Layout, Field, Row, Column, HTML
 from django import forms
 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.crispy.submit import NoClassSubmit
+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.forms import BulkEditTransactionForm
+from apps.transactions.models import Transaction
 
 
 class TransactionRuleForm(forms.ModelForm):
@@ -40,6 +44,8 @@ class TransactionRuleForm(forms.ModelForm):
                 Column(Switch("on_create")),
                 Column(Switch("on_delete")),
             ),
+            "order",
+            Switch("sequenced"),
             "description",
             "trigger",
         )
@@ -149,6 +155,7 @@ 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 +173,7 @@ 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 +187,7 @@ 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 +201,7 @@ 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 +238,16 @@ 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 +364,7 @@ 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 +406,112 @@ 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"
+                ),
+            ),
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )
+
+
+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"
+                ),
+            ),
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )
+
+
+class DryRunUpdatedTransactionForm(BulkEditTransactionForm):
+    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.layout.insert(0, "transaction")
+        self.helper.layout.insert(1, HTML("<hr/>"))
+
+        # Change submit button
+        self.helper.layout[-1] = FormActions(
+            NoClassSubmit(
+                "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+            )
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )

app/apps/rules/migrations/0016_transactionrule_sequenced.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-31 18:42
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0015_alter_transactionruleaction_options_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='sequenced',
+            field=models.BooleanField(default=False, verbose_name='Sequenced'),
+        ),
+    ]

app/apps/rules/migrations/0017_updateorcreatetransactionruleaction_search_mute_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.2.5 on 2025-08-31 19:09
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0016_transactionrule_sequenced'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_mute',
+            field=models.TextField(blank=True, verbose_name='Search Mute'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='search_mute_operator',
+            field=models.CharField(choices=[('exact', 'is exactly'), ('contains', 'contains'), ('startswith', 'starts with'), ('endswith', 'ends with'), ('eq', 'equals'), ('gt', 'greater than'), ('lt', 'less than'), ('gte', 'greater than or equal'), ('lte', 'less than or equal')], default='exact', max_length=10, verbose_name='Mute Operator'),
+        ),
+        migrations.AddField(
+            model_name='updateorcreatetransactionruleaction',
+            name='set_mute',
+            field=models.TextField(blank=True, verbose_name='Mute'),
+        ),
+        migrations.AlterField(
+            model_name='transactionruleaction',
+            name='field',
+            field=models.CharField(choices=[('account', 'Account'), ('type', 'Type'), ('is_paid', 'Paid'), ('date', 'Date'), ('reference_date', 'Reference Date'), ('mute', 'Mute'), ('amount', 'Amount'), ('description', 'Description'), ('notes', 'Notes'), ('category', 'Category'), ('tags', 'Tags'), ('entities', 'Entities'), ('internal_nome', 'Internal Note'), ('internal_id', 'Internal ID')], max_length=50, verbose_name='Field'),
+        ),
+    ]

app/apps/rules/migrations/0018_transactionrule_order.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-09-02 14:52
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0017_updateorcreatetransactionruleaction_search_mute_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='order',
+            field=models.PositiveIntegerField(default=0, verbose_name='Order'),
+        ),
+    ]

app/apps/rules/models.py

@@ -13,6 +13,11 @@ 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,
+    )
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -32,12 +37,15 @@ 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 +251,17 @@ 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 +315,11 @@ 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 +361,10 @@ 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/urls.py

@@ -42,6 +42,21 @@ 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>/dry-run/updated/",
+        views.dry_run_rule_updated,
+        name="transaction_rule_dry_run_updated",
+    ),
     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

@@ -1,7 +1,10 @@
 from itertools import chain
 
+from copy import deepcopy
+
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
+from django.db import transaction
 from django.http import HttpResponse
 from django.shortcuts import render, get_object_or_404, redirect
 from django.utils.translation import gettext_lazy as _
@@ -12,6 +15,9 @@ from apps.rules.forms import (
     TransactionRuleForm,
     TransactionRuleActionForm,
     UpdateOrCreateTransactionRuleActionForm,
+    DryRunCreatedTransacion,
+    DryRunDeletedTransacion,
+    DryRunUpdatedTransactionForm,
 )
 from apps.rules.models import (
     TransactionRule,
@@ -21,6 +27,11 @@ 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
+from apps.rules.signals import transaction_created, transaction_updated
+from apps.rules.utils.transactions import serialize_transaction
+from apps.transactions.models import Transaction
 
 
 @login_required
@@ -38,7 +49,7 @@ def rules_index(request):
 @disabled_on_demo
 @require_http_methods(["GET"])
 def rules_list(request):
-    transaction_rules = TransactionRule.objects.all().order_by("id")
+    transaction_rules = TransactionRule.objects.all().order_by("order", "id")
     return render(
         request,
         "rules/fragments/list.html",
@@ -143,7 +154,9 @@ 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 +429,156 @@ 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():
+            try:
+                with transaction.atomic():
+                    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)
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+            return response
+
+    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():
+            try:
+                with transaction.atomic():
+                    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)
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+        return response
+
+    else:
+        form = DryRunDeletedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/deleted.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_updated(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunUpdatedTransactionForm(request.POST)
+        if form.is_valid():
+            base_transaction = Transaction.objects.get(
+                id=request.POST.get("transaction")
+            )
+            old_data = deepcopy(base_transaction)
+            try:
+                with transaction.atomic():
+                    for field_name, value in form.cleaned_data.items():
+                        if value or isinstance(
+                            value, bool
+                        ):  # Only update fields that have been filled in the form
+                            if field_name == "tags":
+                                base_transaction.tags.set(value)
+                            elif field_name == "entities":
+                                base_transaction.entities.set(value)
+                            else:
+                                setattr(base_transaction, field_name, value)
+
+                    base_transaction.save()
+
+                    logs, results = check_for_transaction_rules(
+                        instance_id=base_transaction.id,
+                        signal="transaction_updated",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                        old_data=old_data,
+                    )
+                    logs = "\n".join(logs) if logs else ""
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    # This will rollback the transaction
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+            return response
+    else:
+        form = DryRunUpdatedTransactionForm(initial={"is_paid": None, "type": None})
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/updated.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
 
@@ -382,35 +389,115 @@ class QuickTransactionForm(forms.ModelForm):
             )
 
 
-class BulkEditTransactionForm(TransactionForm):
-    is_paid = forms.NullBooleanField(required=False)
+class BulkEditTransactionForm(forms.Form):
+    type = forms.ChoiceField(
+        choices=(Transaction.Type.choices),
+        required=False,
+        label=_("Type"),
+    )
+    is_paid = forms.NullBooleanField(
+        required=False,
+        label=_("Paid"),
+    )
+    account = DynamicModelChoiceField(
+        model=Account,
+        required=False,
+        label=_("Account"),
+        queryset=Account.objects.filter(is_archived=False),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+    date = forms.DateField(
+        label=_("Date"),
+        required=False,
+        widget=AirDatePickerInput(clear_button=False),
+    )
+    reference_date = forms.DateField(
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
+    )
+    amount = forms.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        required=False,
+        label=_("Amount"),
+        widget=ArbitraryDecimalDisplayNumberInput(),
+    )
+    description = forms.CharField(
+        max_length=500, required=False, label=_("Description")
+    )
+    notes = forms.CharField(
+        required=False,
+        widget=forms.Textarea(attrs={"rows": 3}),
+        label=_("Notes"),
+    )
+    category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    entities = DynamicModelMultipleChoiceField(
+        model=TransactionEntity,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Entities"),
+        queryset=TransactionEntity.objects.all(),
+    )
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
-        # Make all fields optional
-        for field_name, field in self.fields.items():
-            field.required = False
 
-        del self.helper.layout[-1]  # Remove button
-        del self.helper.layout[0:2]  # Remove type, is_paid field
+        self.fields["account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
 
-        self.helper.layout.insert(
-            0,
+        self.fields["category"].queryset = TransactionCategory.objects.filter(
+            active=True
+        )
+        self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+        self.fields["entities"].queryset = TransactionEntity.objects.all()
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
             Field(
                 "type",
                 template="transactions/widgets/unselectable_income_expense_toggle_buttons.html",
             ),
-        )
-
-        self.helper.layout.insert(
-            1,
             Field(
                 "is_paid",
                 template="transactions/widgets/unselectable_paid_toggle_button.html",
             ),
-        )
-
-        self.helper.layout.append(
+            Row(
+                Column("account", css_class="form-group col-md-6 mb-0"),
+                Column("entities", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            Row(
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "notes",
             FormActions(
                 NoClassSubmit(
                     "submit", _("Update"), css_class="btn btn-outline-primary w-100"
@@ -418,6 +505,9 @@ class BulkEditTransactionForm(TransactionForm):
             ),
         )
 
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(

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
 
@@ -376,7 +380,7 @@ class Transaction(OwnedObject):
         db_table = "transactions"
         default_manager_name = "objects"
 
-    def save(self, *args, **kwargs):
+    def clean_fields(self, *args, **kwargs):
         self.amount = truncate_decimal(
             value=self.amount, decimal_places=self.account.currency.decimal_places
         )
@@ -386,6 +390,11 @@ class Transaction(OwnedObject):
         elif not self.reference_date and self.date:
             self.reference_date = self.date.replace(day=1)
 
+        super().clean_fields(*args, **kwargs)
+
+    def save(self, *args, **kwargs):
+        # This is not recommended as it will run twice on some cases like form and API saves.
+        # We only do this here because we forgot to independently call it on multiple places.
         self.full_clean()
         super().save(*args, **kwargs)
 
@@ -443,12 +452,58 @@ class Transaction(OwnedObject):
         type_display = self.get_type_display()
         frmt_date = date(self.date, "SHORT_DATE_FORMAT")
         account = self.account
-        tags = ", ".join([x.name for x in self.tags.all()]) or _("No tags")
+        tags = (
+            ", ".join([x.name for x in self.tags.all()])
+            if self.id
+            else None or _("No tags")
+        )
         category = self.category or _("No category")
         amount = localize_number(drop_trailing_zeros(self.amount))
         description = self.description or _("No description")
         return f"[{frmt_date}][{type_display}][{account}] {description} • {category} • {tags} • {amount}"
 
+    def deepcopy(self, memo=None):
+        """
+        Creates a deep copy of the transaction instance.
+
+        This method returns a new, unsaved Transaction instance with the same
+        values as the original, including its many-to-many relationships.
+        The primary key and any other unique fields are reset to avoid
+        database integrity errors upon saving.
+        """
+        if memo is None:
+            memo = {}
+
+        # Create a new instance of the class
+        new_obj = self.__class__()
+        memo[id(self)] = new_obj
+
+        # Copy all concrete fields from the original to the new object
+        for field in self._meta.concrete_fields:
+            # Skip the primary key to allow the database to generate a new one
+            if field.primary_key:
+                continue
+
+            # Reset any unique fields to None to avoid constraint violations
+            if field.unique and field.name == "internal_id":
+                setattr(new_obj, field.name, None)
+                continue
+
+            # Copy the value of the field
+            setattr(new_obj, field.name, getattr(self, field.name))
+
+        # Save the new object to the database to get a primary key
+        new_obj.save()
+
+        # Copy the many-to-many relationships
+        for field in self._meta.many_to_many:
+            source_manager = getattr(self, field.name)
+            destination_manager = getattr(new_obj, field.name)
+            # Set the M2M relationships for the new object
+            destination_manager.set(source_manager.all())
+
+        return new_obj
+
 
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):

app/apps/transactions/views/transactions.py

@@ -213,6 +213,7 @@ 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 +226,7 @@ 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 +374,13 @@ 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 +398,12 @@ 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 +419,20 @@ 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 +446,11 @@ 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 +61,20 @@
           </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 %}
+            {% comment %} First, check for the highest priority: a valid 'overriden_entities' list. {% endcomment %}
+            {% if 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>
+
+              {% comment %} If no override, fall back to transaction entities, but ONLY if the transaction has an ID. {% endcomment %}
+            {% elif transaction.id and transaction.entities.all %}
+              <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">{{ transaction.entities.all|join:", " }}</div>
+              </div>
+            {% endif %}
             {#        Notes#}
             {% if transaction.notes %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
@@ -81,17 +90,24 @@
               </div>
             {% endif %}
             {#        Tags#}
-            {% with transaction.tags.all as tags %}
-              {% if 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>
-              {% endif %}
-            {% endwith %}
+            {% comment %} First, check for the highest priority: a valid 'overriden_tags' list. {% endcomment %}
+            {% if 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>
+
+              {% comment %} If no override, fall back to transaction tags, but ONLY if the transaction has an ID. {% endcomment %}
+            {% elif transaction.id and transaction.tags.all %}
+              <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">{{ transaction.tags.all|join:", " }}</div>
+              </div>
+            {% endif %}
           </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 +117,136 @@
                 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/list.html

@@ -23,6 +23,7 @@
           <tr>
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col-auto"></th>
+            <th scope="col" class="col-auto">{% translate 'Order' %}</th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
           </tr>
           </thead>
@@ -80,6 +81,9 @@
                     <i class="fa-solid fa-toggle-off tw:text-red-400"></i>{% endif %}
                 </a>
               </td>
+              <td class="col text-center">
+                <div>{{ rule.order }}</div>
+              </td>
               <td class="col">
                 <div>{{ rule.name }}</div>
                 <div class="tw:text-gray-400">{{ rule.description }}</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/updated.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_updated' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-updated-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-updated-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/visual.html

@@ -0,0 +1,101 @@
+{% 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 == 'header' %}
+              <div class="my-3">
+                <h6 class="text-center mb-3">
+                  <span class="badge text-bg-secondary">
+                  {% if result.header_type == "edit_transaction" %}
+                    {% translate 'Edit transaction' %}
+                  {% elif result.header_type == "update_or_create_transaction" %}
+                    {% translate 'Update or create transaction' %}
+                  {% endif %}
+                  </span>
+                </h6>
+              </div>
+            {% endif %}
+
+
+            {% 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>
+                <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"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'update_or_create_transaction' %}
+              <div>
+                <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 my-2"><i class="fa-solid fa-arrow-down"></i></div>
+                <c-transaction.item :transaction="result.end_transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'error' %}
+              <div>
+                <div class="alert alert-{% if result.level == 'error' %}danger{% elif result.level == 'warning' %}warning{% else %}info{% endif %}" role="alert">
+                  {{ result.error }}
+                </div>
+              </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 'Create' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_update %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_updated' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans '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 '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>