Merge remote-tracking branch 'origin/feat/replace-webpack+bootstrap' into feat/replace-webpack+bootstrap

feat: add internal_port env var

.env.example

@@ -10,6 +10,11 @@ SECRET_KEY=<GENERATE A SAFE SECRET KEY AND PLACE IT HERE>
 DJANGO_ALLOWED_HOSTS=localhost 127.0.0.1 [::1]
 OUTBOUND_PORT=9005
 
+# Uncomment these variables to automatically create an admin account using these credentials on startup.
+# After your first successfull login you can remove these variables from your file for safety reasons.
+#ADMIN_EMAIL=<ENTER YOUR EMAIL>
+#ADMIN_PASSWORD=<YOUR SAFE PASSWORD>
+
 SQL_DATABASE=wygiwyh
 SQL_USER=wygiwyh
 SQL_PASSWORD=<INSERT A SAFE PASSWORD HERE>
@@ -26,3 +31,10 @@ ENABLE_SOFT_DELETE=false
 KEEP_DELETED_TRANSACTIONS_FOR=365
 
 TASK_WORKERS=1 # This only work if you're using the single container option. Increase to have more open queues via procrastinate, you probably don't need to increase this.
+
+# OIDC Configuration. Uncomment the lines below if you want to add OIDC login to your instance
+#OIDC_CLIENT_NAME=""
+#OIDC_CLIENT_ID=""
+#OIDC_CLIENT_SECRET=""
+#OIDC_SERVER_URL=""
+#OIDC_ALLOW_SIGNUP=true

.github/FUNDING.yml

@@ -0,0 +1,4 @@
+# These are supported funding model platforms
+
+github: eitchtee
+custom: ["https://www.paypal.com/donate/?hosted_button_id=FFWM4W9NQDMM6"]

.github/workflows/release.yml

@@ -12,7 +12,7 @@ on:
         required: true
         type: string
       ref:
-        description: 'Git ref to checkout (branch, tag, or SHA)'
+        description: 'Git ref to checkout'
         required: true
         default: 'main'
         type: string
@@ -29,73 +29,57 @@ jobs:
     runs-on: ubuntu-latest
     permissions:
       contents: read
+      packages: write # Needed if you switch to GHCR, good practice
 
     steps:
       - name: Checkout code
         uses: actions/checkout@v4
         with:
-          ref: ${{ github.event.inputs.ref }}
-        if: github.event_name == 'workflow_dispatch'
-
-      - name: Checkout code (non-manual)
-        uses: actions/checkout@v4
-        if: github.event_name != 'workflow_dispatch'
+          ref: ${{ inputs.ref || github.ref }}
 
       - name: Log in to Docker Hub
-        uses: docker/login-action@65b78e6e13532edd9afa3aa52ac7964289d1a9c1
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
 
+      # This action handles all the logic for tags (nightly vs release vs custom)
+      - name: Docker Metadata
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}
+          tags: |
+            # Logic for Push to Main -> nightly
+            type=raw,value=nightly,enable=${{ github.event_name == 'push' }}
+            # Logic for Release -> semver and latest
+            type=semver,pattern={{version}},enable=${{ github.event_name == 'release' }}
+            type=raw,value=latest,enable=${{ github.event_name == 'release' }}
+            # Logic for Manual Dispatch -> custom input
+            type=raw,value=${{ inputs.tag }},enable=${{ github.event_name == 'workflow_dispatch' }}
+
       - name: Set up QEMU
         uses: docker/setup-qemu-action@v3
 
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v3
 
-      - name: Build and push nightly image
-        if: github.event_name == 'push'
+      - name: Build and push
         uses: docker/build-push-action@v6
         with:
           context: .
           file: ./docker/prod/django/Dockerfile
           push: true
           provenance: false
+          # Pass the calculated tags from the meta step
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
           build-args: |
-            VERSION=nightly
-          tags: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:nightly
+            VERSION=${{ steps.meta.outputs.version }}
           platforms: linux/amd64,linux/arm64
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
 
-      - name: Build and push release image
-        if: github.event_name == 'release'
-        uses: docker/build-push-action@v6
-        with:
-          context: .
-          file: ./docker/prod/django/Dockerfile
-          push: true
-          provenance: false
-          build-args: |
-            VERSION=${{ github.event.release.tag_name }}
-          tags: |
-            ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:latest
-            ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:${{ github.event.release.tag_name }}
-          platforms: linux/amd64,linux/arm64
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
-
-      - name: Build and push custom image
-        if: github.event_name == 'workflow_dispatch'
-        uses: docker/build-push-action@v6
-        with:
-          context: .
-          file: ./docker/prod/django/Dockerfile
-          push: true
-          provenance: false
-          build-args: |
-            VERSION=${{ github.event.inputs.tag }}
-          tags: ${{ secrets.DOCKERHUB_USERNAME }}/${{ env.IMAGE_NAME }}:${{ github.event.inputs.tag }}
-          platforms: linux/amd64,linux/arm64
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
+          # --- CACHE CONFIGURATION ---
+          # We set a specific 'scope' key.
+          # This allows the Release tag to see the cache created by the Main branch.
+          cache-from: type=gha,scope=build-cache
+          cache-to: type=gha,mode=max,scope=build-cache

.gitignore

@@ -123,6 +123,7 @@ celerybeat.pid
 
 # Environments
 .env
+.prod.env
 .venv
 env/
 venv/
@@ -160,3 +161,7 @@ cython_debug/
 #  and can be added to the global gitignore or merged into this file.  For a more nuclear
 #  option (not recommended) you can uncomment the following to ignore the entire idea folder.
 .idea/
+
+node_modules/
+postgres_data/
+.prod.env

.vscode/settings.json

@@ -0,0 +1,8 @@
+{
+    "djlint.showInstallError": false,
+    "files.associations": {
+        "*.css": "tailwindcss"
+    },
+    "tailwindCSS.experimental.configFile": "frontend/src/styles/tailwind.css",
+    "djlint.profile": "django",
+}

README.md

@@ -13,6 +13,7 @@
   <a href="#key-features">Features</a> •
   <a href="#how-to-use">Usage</a> •
   <a href="#how-it-works">How</a> •
+  <a href="#mcp-server">MCP Server</a> •
   <a href="#help-us-translate-wygiwyh">Translate</a> •
   <a href="#caveats-and-warnings">Caveats and Warnings</a> •
   <a href="#built-with">Built with</a>
@@ -29,15 +30,15 @@ Managing money can feel unnecessarily complex, but it doesn’t have to be. WYGI
 
 By sticking to this straightforward approach, you avoid dipping into your savings while still keeping tabs on where your money goes.
 
-While this philosophy is simple, finding tools to make it work wasn’t. I initially used a spreadsheet, which served me well for years—until it became unwieldy as I started managing multiple currencies, accounts, and investments. I tried various financial management apps, but none met my key requirements:
+While this philosophy is simple, finding tools to make it work wasn’t. I initially used a spreadsheet, which served me well for years, until it became unwieldy as I started managing multiple currencies, accounts, and investments. I tried various financial management apps, but none met my key requirements:
 
 1. **Multi-currency support** to track income and expenses in different currencies.
-2. **Not a budgeting app** — as I dislike budgeting constraints.
+2. **Not a budgeting app** as I dislike budgeting constraints.
 3. **Web app usability** (ideally with mobile support, though optional).
 4. **Automation-ready API** to integrate with other tools and services.
 5. **Custom transaction rules** for credit card billing cycles or similar quirks.
 
-Frustrated by the lack of comprehensive options, I set out to build **WYGIWYH** — an opinionated yet powerful tool that I believe will resonate with like-minded users.
+Frustrated by the lack of comprehensive options, I set out to build **WYGIWYH**, an opinionated yet powerful tool that I believe will resonate with like-minded users.
 
 # Key Features
 
@@ -51,6 +52,17 @@ Frustrated by the lack of comprehensive options, I set out to build **WYGIWYH**
 * **Built-in Dollar-Cost Average (DCA) tracker**: Essential for tracking recurring investments, especially for crypto and stocks.
 * **API support for automation**: Seamlessly integrate with existing services to synchronize transactions.
 
+# Demo
+
+You can try WYGIWYH on [wygiwyh-demo.herculino.com](https://wygiwyh-demo.herculino.com/) with the credentials below:
+
+> [!NOTE]
+> E-mail: `demo@demo.com`
+> 
+> Password: `wygiwyhdemo`
+
+Keep in mind that **any data you add will be wiped in 24 hours or less**. And that **most automation features like the API, Rules, Automatic Exchange Rates and Import/Export are disabled**.
+
 # How To Use
 
 To run this application, you'll need [Docker](https://docs.docker.com/engine/install/) with [docker-compose](https://docs.docker.com/compose/install/).
@@ -76,7 +88,7 @@ $ nano .env # or any other editor you want to use
 # Run the app
 $ docker compose up -d
 
-# Create the first admin account
+# Create the first admin account. This isn't required if you set the enviroment variables: ADMIN_EMAIL and ADMIN_PASSWORD.
 $ docker compose exec -it web python manage.py createsuperuser
 ```
 
@@ -115,9 +127,10 @@ To create the first user, open the container's console using Unraid's UI, by cli
 
 | variable                      | type        | default                           | explanation                                                                                                                                                                                                                              |
 |-------------------------------|-------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| INTERNAL_PORT                 | int         | 8000                              | The port on which the app listens on. Defaults to 8000 if not set.                                                                                                                                       |
 | DJANGO_ALLOWED_HOSTS          | string      | localhost 127.0.0.1               | A list of space separated domains and IPs representing the host/domain names that WYGIWYH site can serve. [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#allowed-hosts) for more details                               |
 | HTTPS_ENABLED                 | true\|false | false                             | Whether to use secure cookies. If this is set to true, the cookie will be marked as “secure”, which means browsers may ensure that the cookie is only sent under an HTTPS connection                                                     |
-|              URL              | string      | http://localhost http://127.0.0.1 | A list of space separated domains and IPs (with the protocol) representing the trusted origins for unsafe requests (e.g. POST). [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#csrf-trusted-origins ) for more details |
+| URL                           | string      | http://localhost http://127.0.0.1 | A list of space separated domains and IPs (with the protocol) representing the trusted origins for unsafe requests (e.g. POST). [Click here](https://docs.djangoproject.com/en/5.1/ref/settings/#csrf-trusted-origins ) for more details |
 | SECRET_KEY                    | string      | ""                                | This is used to provide cryptographic signing, and should be set to a unique, unpredictable value.                                                                                                                                       |
 | DEBUG                         | true\|false | false                             | Turns DEBUG mode on or off, this is useful to gather more data about possible errors you're having. Don't use in production.                                                                                                             |
 | SQL_DATABASE                  | string      | None *required                    | The name of your postgres database                                                                                                                                                                                                       |
@@ -129,6 +142,35 @@ To create the first user, open the container's console using Unraid's UI, by cli
 | ENABLE_SOFT_DELETE            | true\|false | false                             | Whether to enable transactions soft delete, if enabled, deleted transactions will remain in the database. Useful for imports and avoiding duplicate entries.                                                                             |
 | KEEP_DELETED_TRANSACTIONS_FOR | int         | 365                               | Time in days to keep soft deleted transactions for. If 0, will keep all transactions indefinitely. Only works if ENABLE_SOFT_DELETE is true.                                                                                             |
 | TASK_WORKERS                  | int         | 1                                 | How many workers to have for async tasks. One should be enough for most use cases                                                                                                                                                        |
+| DEMO                          | true\|false | false                             | If demo mode is enabled.                                                                                                                                                                                                                 |
+| ADMIN_EMAIL                   | string      | None                              | Automatically creates an admin account with this email. Must have `ADMIN_PASSWORD` also set.                                                                                                                                             |
+| ADMIN_PASSWORD                | string      | None                              | Automatically creates an admin account with this password. Must have `ADMIN_EMAIL` also set.                                                                                                                                             |
+| CHECK_FOR_UPDATES             | bool        | true                              | Check and notify users about new versions. The check is done by doing a single query to Github's API every 12 hours.                                                                                  |
+
+## OIDC Configuration
+
+WYGIWYH supports login via OpenID Connect (OIDC) through `django-allauth`. This allows users to authenticate using an external OIDC provider.
+
+> [!NOTE]
+> Currently only OpenID Connect is supported as a provider, open an issue if you need something else.
+
+To configure OIDC, you need to set the following environment variables:
+
+| Variable             | Description                                                                                                                                                                                                                                            |
+|----------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| `OIDC_CLIENT_NAME`   | The name of the provider. will be displayed in the login page. Defaults to `OpenID Connect`                                                                                                                                                            |
+| `OIDC_CLIENT_ID`     | The Client ID provided by your OIDC provider.                                                                                                                                                                                                          |
+| `OIDC_CLIENT_SECRET` | The Client Secret provided by your OIDC provider.                                                                                                                                                                                                      |
+| `OIDC_SERVER_URL`    | The base URL of your OIDC provider's discovery document or authorization server (e.g., `https://your-provider.com/auth/realms/your-realm`). `django-allauth` will use this to discover the necessary endpoints (authorization, token, userinfo, etc.). |
+| `OIDC_ALLOW_SIGNUP`  | Allow the automatic creation of inexistent accounts on a successfull authentication. Defaults to `true`.                                                                                                                                               |
+
+**Callback URL (Redirect URI):**
+
+When configuring your OIDC provider, you will need to provide a callback URL (also known as a Redirect URI). For WYGIWYH, the default callback URL is:
+
+`https://your.wygiwyh.domain/auth/oidc/<OIDC_CLIENT_NAME>/login/callback/`
+
+Replace `https://your.wygiwyh.domain` with the actual URL where your WYGIWYH instance is accessible. And `<OIDC_CLIENT_NAME>` with the slugfied value set in OIDC_CLIENT_NAME or the default `openid-connect` if you haven't set this variable.
 
 # How it works
 
@@ -142,6 +184,10 @@ Check out our [Wiki](https://github.com/eitchtee/WYGIWYH/wiki) for more informat
 > [!NOTE]
 > Login with your github account
 
+# MCP Server
+
+[IZIme07](https://github.com/IZIme07) has kindly created an MCP Server for WYGIWYH that you can self-host. [Check it out at MCP-WYGIWYH](https://github.com/ReNewator/MCP-WYGIWYH)!
+
 # Caveats and Warnings
 
 - I'm not an accountant, some terms and even calculations might be wrong. Make sure to open an issue if you see anything that could be improved.

app/WYGIWYH/settings.py

@@ -11,9 +11,11 @@ https://docs.djangoproject.com/en/5.1/ref/settings/
 """
 
 import os
+import re
 import sys
 from pathlib import Path
 
+from django.utils.text import slugify
 
 SITE_TITLE = "WYGIWYH"
 TITLE_SEPARATOR = "::"
@@ -42,9 +44,10 @@ INSTALLED_APPS = [
     "django.contrib.contenttypes",
     "django.contrib.sessions",
     "django.contrib.messages",
+    "django.contrib.sites",
     "whitenoise.runserver_nostatic",
     "django.contrib.staticfiles",
-    "webpack_boilerplate",
+    "django_vite",
     "django.contrib.humanize",
     "django.contrib.postgres",
     "django_browser_reload",
@@ -61,7 +64,6 @@ INSTALLED_APPS = [
     "apps.transactions.apps.TransactionsConfig",
     "apps.currencies.apps.CurrenciesConfig",
     "apps.accounts.apps.AccountsConfig",
-    "apps.common.apps.CommonConfig",
     "apps.net_worth.apps.NetWorthConfig",
     "apps.import_app.apps.ImportConfig",
     "apps.export_app.apps.ExportConfig",
@@ -74,8 +76,15 @@ INSTALLED_APPS = [
     "apps.calendar_view.apps.CalendarViewConfig",
     "apps.dca.apps.DcaConfig",
     "pwa",
+    "allauth",
+    "allauth.account",
+    "allauth.socialaccount",
+    "allauth.socialaccount.providers.openid_connect",
+    "apps.common.apps.CommonConfig",
 ]
 
+SITE_ID = 1
+
 MIDDLEWARE = [
     "django_browser_reload.middleware.BrowserReloadMiddleware",
     "apps.common.middleware.thread_local.ThreadLocalMiddleware",
@@ -91,6 +100,7 @@ MIDDLEWARE = [
     "django.contrib.messages.middleware.MessageMiddleware",
     "django.middleware.clickjacking.XFrameOptionsMiddleware",
     "hijack.middleware.HijackUserMiddleware",
+    "allauth.account.middleware.AccountMiddleware",
 ]
 
 ROOT_URLCONF = "WYGIWYH.urls"
@@ -119,6 +129,14 @@ STORAGES = {
 
 WHITENOISE_MANIFEST_STRICT = False
 
+
+def immutable_file_test(path, url):
+    # Match vite (rollup)-generated hashes, à la, `some_file-CSliV9zW.js`
+    return re.match(r"^.+[.-][0-9a-zA-Z_-]{8,12}\..+$", url)
+
+
+WHITENOISE_IMMUTABLE_FILE_TEST = immutable_file_test
+
 WSGI_APPLICATION = "WYGIWYH.wsgi.application"
 
 
@@ -163,10 +181,105 @@ AUTH_USER_MODEL = "users.User"
 
 LANGUAGE_CODE = "en"
 LANGUAGES = (
+    ("af", "Afrikaans"),
+    ("ar", "العربية"),
+    ("ar-dz", "العربية (الجزائر)"),  # Algerian Arabic often uses the base name + region
+    ("ast", "Asturianu"),
+    ("az", "Azərbaycan"),
+    ("bg", "Български"),
+    ("be", "Беларуская"),
+    ("bn", "বাংলা"),
+    ("br", "Brezhoneg"),
+    ("bs", "Bosanski"),
+    ("ca", "Català"),
+    ("ckb", "کوردیی ناوەندی"),  # Central Kurdish (Sorani)
+    ("cs", "Čeština"),
+    ("cy", "Cymraeg"),
+    ("da", "Dansk"),
     ("de", "Deutsch"),
+    ("dsb", "Dolnoserbšćina"),
+    ("el", "Ελληνικά"),
     ("en", "English"),
+    ("en-au", "English (Australia)"),
+    ("en-gb", "English (UK)"),
+    ("eo", "Esperanto"),
+    ("es", "Español"),
+    ("es-ar", "Español (Argentina)"),
+    ("es-co", "Español (Colombia)"),
+    ("es-mx", "Español (México)"),
+    ("es-ni", "Español (Nicaragua)"),
+    ("es-ve", "Español (Venezuela)"),
+    ("et", "Eesti"),
+    ("eu", "Euskara"),
+    ("fa", "فارسی"),
+    ("fi", "Suomi"),
+    ("fr", "Français"),
+    ("fy", "Frysk"),
+    ("ga", "Gaeilge"),
+    ("gd", "Gàidhlig"),
+    ("gl", "Galego"),
+    ("he", "עברית"),
+    ("hi", "हिन्दी"),
+    ("hr", "Hrvatski"),
+    ("hsb", "Hornjoserbšćina"),
+    ("hu", "Magyar"),
+    ("hy", "Հայերեն"),
+    ("ia", "Interlingua"),
+    ("id", "Bahasa Indonesia"),
+    ("ig", "Igbo"),
+    ("io", "Ido"),
+    ("is", "Íslenska"),
+    ("it", "Italiano"),
+    ("ja", "日本語"),
+    ("ka", "ქართული"),
+    ("kab", "Taqbaylit"),
+    ("kk", "Қазақша"),
+    ("km", "ខ្មែរ"),
+    ("kn", "ಕನ್ನಡ"),
+    ("ko", "한국어"),
+    ("ky", "Кыргызча"),
+    ("lb", "Lëtzebuergesch"),
+    ("lt", "Lietuvių"),
+    ("lv", "Latviešu"),
+    ("mk", "Македонски"),
+    ("ml", "മലയാളം"),
+    ("mn", "Монгол"),
+    ("mr", "मराठी"),
+    ("ms", "Bahasa Melayu"),
+    ("my", "မြန်မာဘာသာ"),
+    ("nb", "Norsk (Bokmål)"),
+    ("ne", "नेपाली"),
     ("nl", "Nederlands"),
+    ("nn", "Norsk (Nynorsk)"),
+    ("os", "Ирон"),  # Ossetic
+    ("pa", "ਪੰਜਾਬੀ"),
+    ("pl", "Polski"),
+    ("pt", "Português"),
     ("pt-br", "Português (Brasil)"),
+    ("ro", "Română"),
+    ("ru", "Русский"),
+    ("sk", "Slovenčina"),
+    ("sl", "Slovenščina"),
+    ("sq", "Shqip"),
+    ("sr", "Српски"),
+    ("sr-latn", "Srpski (Latinica)"),
+    ("sv", "Svenska"),
+    ("sw", "Kiswahili"),
+    ("ta", "தமிழ்"),
+    ("te", "తెలుగు"),
+    ("tg", "Тоҷикӣ"),
+    ("th", "ไทย"),
+    ("tk", "Türkmençe"),
+    ("tr", "Türkçe"),
+    ("tt", "Татарча"),
+    ("udm", "Удмурт"),
+    ("ug", "ئۇيغۇرچە"),
+    ("uk", "Українська"),
+    ("ur", "اردو"),
+    ("uz", "Oʻzbekcha"),
+    ("vi", "Tiếng Việt"),
+    ("zh-hans", "简体中文"),
+    ("zh-hant", "繁體中文"),
 )
 
 TIME_ZONE = os.getenv("TZ", "UTC")
@@ -185,7 +298,7 @@ STATIC_URL = "static/"
 STATIC_ROOT = BASE_DIR / "static_files"
 
 STATICFILES_DIRS = [
-    ROOT_DIR / "frontend/build",
+    ROOT_DIR / "frontend" / "build",
     BASE_DIR / "static",
 ]
 
@@ -201,9 +314,11 @@ CACHES = {
     }
 }
 
-WEBPACK_LOADER = {
-    "MANIFEST_FILE": ROOT_DIR / "frontend/build/manifest.json",
-}
+DJANGO_VITE_ASSETS_PATH = STATIC_ROOT
+DJANGO_VITE_MANIFEST_PATH = DJANGO_VITE_ASSETS_PATH / "manifest.json"
+DJANGO_VITE_DEV_MODE = DEBUG
+DJANGO_VITE_DEV_SERVER_PORT = 5173
+DJANGO_VITE_DEV_SERVER_HOST = "localhost"
 
 # Default primary key field type
 # https://docs.djangoproject.com/en/5.1/ref/settings/#default-auto-field
@@ -212,10 +327,49 @@ DEFAULT_AUTO_FIELD = "django.db.models.BigAutoField"
 
 LOGIN_REDIRECT_URL = "/"
 LOGIN_URL = "/login/"
+LOGOUT_REDIRECT_URL = "/login/"
+
+# Allauth settings
+AUTHENTICATION_BACKENDS = [
+    "django.contrib.auth.backends.ModelBackend",  # Keep default
+    "allauth.account.auth_backends.AuthenticationBackend",
+]
+
+SOCIALACCOUNT_PROVIDERS = {"openid_connect": {"APPS": []}}
+
+if (
+    os.getenv("OIDC_CLIENT_ID")
+    and os.getenv("OIDC_CLIENT_SECRET")
+    and os.getenv("OIDC_SERVER_URL")
+):
+    SOCIALACCOUNT_PROVIDERS["openid_connect"]["APPS"].append(
+        {
+            "provider_id": slugify(os.getenv("OIDC_CLIENT_NAME", "OpenID Connect")),
+            "name": os.getenv("OIDC_CLIENT_NAME", "OpenID Connect"),
+            "client_id": os.getenv("OIDC_CLIENT_ID"),
+            "secret": os.getenv("OIDC_CLIENT_SECRET"),
+            "settings": {
+                "server_url": os.getenv("OIDC_SERVER_URL"),
+            },
+        }
+    )
+
+ACCOUNT_LOGIN_METHODS = {"email"}
+ACCOUNT_SIGNUP_FIELDS = ["email*", "password1*", "password2*"]
+ACCOUNT_USER_MODEL_USERNAME_FIELD = None
+ACCOUNT_EMAIL_VERIFICATION = "none"
+SOCIALACCOUNT_LOGIN_ON_GET = True
+SOCIALACCOUNT_ONLY = True
+SOCIALACCOUNT_AUTO_SIGNUP = os.getenv("OIDC_ALLOW_SIGNUP", "true").lower() == "true"
+ACCOUNT_ADAPTER = "allauth.account.adapter.DefaultAccountAdapter"
+SOCIALACCOUNT_ADAPTER = "allauth.socialaccount.adapter.DefaultSocialAccountAdapter"
 
 # CRISPY FORMS
-CRISPY_ALLOWED_TEMPLATE_PACKS = ["bootstrap5", "crispy_forms/pure_text"]
-CRISPY_TEMPLATE_PACK = "bootstrap5"
+CRISPY_ALLOWED_TEMPLATE_PACKS = [
+    "crispy_forms/pure_text",
+    "crispy-daisyui",
+]
+CRISPY_TEMPLATE_PACK = "crispy-daisyui"
 
 SESSION_EXPIRE_AT_BROWSER_CLOSE = False
 SESSION_COOKIE_AGE = int(os.getenv("SESSION_EXPIRY_TIME", 2678400))  # 31 days
@@ -239,7 +393,7 @@ DEBUG_TOOLBAR_PANELS = [
     "debug_toolbar.panels.signals.SignalsPanel",
     "debug_toolbar.panels.redirects.RedirectsPanel",
     "debug_toolbar.panels.profiling.ProfilingPanel",
-    "cachalot.panels.CachalotPanel",
+    # "cachalot.panels.CachalotPanel",
 ]
 INTERNAL_IPS = [
     "127.0.0.1",
@@ -261,7 +415,10 @@ if DEBUG:
 REST_FRAMEWORK = {
     # Use Django's standard `django.contrib.auth` permissions,
     # or allow read-only access for unauthenticated users.
-    "DEFAULT_PERMISSION_CLASSES": ["rest_framework.permissions.DjangoModelPermissions"],
+    "DEFAULT_PERMISSION_CLASSES": [
+        "apps.api.permissions.NotInDemoMode",
+        "rest_framework.permissions.DjangoModelPermissions",
+    ],
     "DEFAULT_PAGINATION_CLASS": "rest_framework.pagination.PageNumberPagination",
     "PAGE_SIZE": 10,
     "DEFAULT_SCHEMA_CLASS": "drf_spectacular.openapi.AutoSchema",
@@ -344,6 +501,8 @@ else:
 
 CACHALOT_UNCACHABLE_TABLES = ("django_migrations", "procrastinate_jobs")
 
+# Procrastinate
+PROCRASTINATE_ON_APP_READY = "apps.common.procrastinate.on_app_ready"
 
 # PWA
 PWA_APP_NAME = SITE_TITLE
@@ -392,5 +551,7 @@ PWA_APP_SCREENSHOTS = [
 PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
 
 ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
+CHECK_FOR_UPDATES = os.getenv("CHECK_FOR_UPDATES", "true").lower() == "true"
 KEEP_DELETED_TRANSACTIONS_FOR = int(os.getenv("KEEP_DELETED_ENTRIES_FOR", "365"))
 APP_VERSION = os.getenv("APP_VERSION", "unknown")
+DEMO = os.getenv("DEMO", "false").lower() == "true"

app/WYGIWYH/urls.py

@@ -21,6 +21,8 @@ from drf_spectacular.views import (
     SpectacularAPIView,
     SpectacularSwaggerView,
 )
+from allauth.socialaccount.providers.openid_connect.views import login, callback
+
 
 urlpatterns = [
     path("admin/", admin.site.urls),
@@ -36,6 +38,13 @@ urlpatterns = [
         SpectacularSwaggerView.as_view(url_name="schema"),
         name="swagger-ui",
     ),
+    path("auth/", include("allauth.urls")),  # allauth urls
+    # path("auth/oidc/<str:provider_id>/login/", login, name="openid_connect_login"),
+    # path(
+    #     "auth/oidc/<str:provider_id>/login/callback/",
+    #     callback,
+    #     name="openid_connect_callback",
+    # ),
     path("", include("apps.transactions.urls")),
     path("", include("apps.common.urls")),
     path("", include("apps.users.urls")),

app/apps/accounts/forms.py

@@ -1,21 +1,21 @@
-from crispy_bootstrap5.bootstrap5 import Switch
+from apps.accounts.models import Account, AccountGroup
+from apps.common.fields.forms.dynamic_select import (
+    DynamicModelChoiceField,
+    DynamicModelMultipleChoiceField,
+)
+from apps.common.widgets.crispy.daisyui import Switch
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
+from apps.common.widgets.tom_select import TomSelect
+from apps.currencies.models import Currency
+from apps.transactions.models import TransactionCategory, TransactionTag
 from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Column, Row
+from crispy_forms.layout import Column, Field, Layout, Row
 from django import forms
+from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
-from apps.accounts.models import Account
-from apps.accounts.models import AccountGroup
-from apps.common.fields.forms.dynamic_select import (
-    DynamicModelMultipleChoiceField,
-    DynamicModelChoiceField,
-)
-from apps.common.widgets.crispy.submit import NoClassSubmit
-from apps.common.widgets.tom_select import TomSelect
-from apps.transactions.models import TransactionCategory, TransactionTag
-from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
-
 
 class AccountGroupForm(forms.ModelForm):
     class Meta:
@@ -36,17 +36,13 @@ class AccountGroupForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -79,6 +75,18 @@ class AccountForm(forms.ModelForm):
 
         self.fields["group"].queryset = AccountGroup.objects.all()
 
+        if self.instance.id:
+            qs = Currency.objects.filter(
+                Q(is_archived=False) | Q(accounts=self.instance.id)
+            ).distinct()
+            self.fields["currency"].queryset = qs
+            self.fields["exchange_currency"].queryset = qs
+
+        else:
+            qs = Currency.objects.filter(Q(is_archived=False))
+            self.fields["currency"].queryset = qs
+            self.fields["exchange_currency"].queryset = qs
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.form_method = "post"
@@ -94,17 +102,13 @@ class AccountForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -142,9 +146,8 @@ class AccountBalanceForm(forms.Form):
         self.helper.layout = Layout(
             "new_balance",
             Row(
-                Column("category", css_class="form-group col-md-6 mb-0"),
-                Column("tags", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("category"),
+                Column("tags"),
             ),
             Field("account_id"),
         )

app/apps/accounts/migrations/0014_alter_account_options_alter_accountgroup_options.py

@@ -0,0 +1,21 @@
+# Generated by Django 5.1.7 on 2025-03-09 21:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0013_alter_account_visibility_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='account',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Account', 'verbose_name_plural': 'Accounts'},
+        ),
+        migrations.AlterModelOptions(
+            name='accountgroup',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Account Group', 'verbose_name_plural': 'Account Groups'},
+        ),
+    ]

app/apps/accounts/migrations/0015_alter_account_owner_alter_account_shared_with_and_more.py

@@ -0,0 +1,46 @@
+# Generated by Django 5.2.4 on 2025-07-28 02:15
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0014_alter_account_options_alter_accountgroup_options'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='account',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='account',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='account',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='accountgroup',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+    ]

app/apps/accounts/migrations/0016_account_untracked_by.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-08-09 05:52
+
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0015_alter_account_owner_alter_account_shared_with_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='untracked_by',
+            field=models.ManyToManyField(blank=True, related_name='untracked_accounts', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/accounts/models.py

@@ -1,11 +1,11 @@
 from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
-from apps.transactions.models import Transaction
+from apps.common.middleware.thread_local import get_current_user
 from apps.common.models import SharedObject, SharedObjectManager
+from apps.transactions.models import Transaction
 
 
 class AccountGroup(SharedObject):
@@ -19,6 +19,7 @@ class AccountGroup(SharedObject):
         verbose_name_plural = _("Account Groups")
         db_table = "account_groups"
         unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
@@ -61,6 +62,11 @@ class Account(SharedObject):
         verbose_name=_("Archived"),
         help_text=_("Archived accounts don't show up nor count towards your net worth"),
     )
+    untracked_by = models.ManyToManyField(
+        settings.AUTH_USER_MODEL,
+        blank=True,
+        related_name="untracked_accounts",
+    )
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -69,10 +75,15 @@ class Account(SharedObject):
         verbose_name = _("Account")
         verbose_name_plural = _("Accounts")
         unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
 
+    def is_untracked_by(self):
+        user = get_current_user()
+        return self.untracked_by.filter(pk=user.pk).exists()
+
     def clean(self):
         super().clean()
         if self.exchange_currency == self.currency:

app/apps/accounts/urls.py

@@ -31,6 +31,11 @@ urlpatterns = [
         views.account_take_ownership,
         name="account_take_ownership",
     ),
+    path(
+        "account/<int:pk>/toggle-untracked/",
+        views.account_toggle_untracked,
+        name="account_toggle_untracked",
+    ),
     path("account-groups/", views.account_groups_index, name="account_groups_index"),
     path("account-groups/list/", views.account_groups_list, name="account_groups_list"),
     path("account-groups/add/", views.account_group_add, name="account_group_add"),
@@ -51,7 +56,7 @@ urlpatterns = [
     ),
     path(
         "account-groups/<int:pk>/share/",
-        views.account_share,
+        views.account_group_share,
         name="account_group_share_settings",
     ),
 ]

app/apps/accounts/views/account_groups.py

@@ -145,7 +145,7 @@ def account_group_take_ownership(request, pk):
 @only_htmx
 @login_required
 @require_http_methods(["GET", "POST"])
-def account_share(request, pk):
+def account_group_share(request, pk):
     obj = get_object_or_404(AccountGroup, id=pk)
 
     if obj.owner and obj.owner != request.user:

app/apps/accounts/views/accounts.py

@@ -155,6 +155,26 @@ def account_delete(request, pk):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def account_toggle_untracked(request, pk):
+    account = get_object_or_404(Account, id=pk)
+    if account.is_untracked_by():
+        account.untracked_by.remove(request.user)
+        messages.success(request, _("Account is now tracked"))
+    else:
+        account.untracked_by.add(request.user)
+        messages.success(request, _("Account is now untracked"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated",
+        },
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET"])

app/apps/api/fields/transactions.py

@@ -41,7 +41,10 @@ class TransactionCategoryField(serializers.Field):
     def get_schema():
         return {
             "type": "array",
-            "items": {"type": "string", "description": "TransactionTag ID or name"},
+            "items": {
+                "type": "string",
+                "description": "TransactionCategory ID or name",
+            },
         }
 
 

app/apps/api/permissions.py

@@ -0,0 +1,10 @@
+from rest_framework.permissions import BasePermission
+from django.conf import settings
+
+
+class NotInDemoMode(BasePermission):
+    def has_permission(self, request, view):
+        if settings.DEMO and not request.user.is_superuser:
+            return False
+        else:
+            return True

app/apps/api/serializers/accounts.py

@@ -1,3 +1,4 @@
+from django.db.models import Q
 from rest_framework import serializers
 from rest_framework.permissions import IsAuthenticated
 
@@ -22,6 +23,7 @@ class AccountSerializer(serializers.ModelSerializer):
         write_only=True,
         allow_null=True,
     )
+
     currency = CurrencySerializer(read_only=True)
     currency_id = serializers.PrimaryKeyRelatedField(
         queryset=Currency.objects.all(), source="currency", write_only=True
@@ -50,6 +52,13 @@ class AccountSerializer(serializers.ModelSerializer):
             "is_asset",
         ]
 
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        request = self.context.get("request")
+        if request and request.user.is_authenticated:
+            # Reload the queryset to get an updated version with the requesting user
+            self.fields["group_id"].queryset = AccountGroup.objects.all()
+
     def create(self, validated_data):
         return Account.objects.create(**validated_data)
 

app/apps/api/serializers/transactions.py

@@ -23,6 +23,7 @@ from apps.transactions.models import (
     TransactionEntity,
     RecurringTransaction,
 )
+from apps.common.middleware.thread_local import get_current_user
 
 
 class TransactionCategorySerializer(serializers.ModelSerializer):
@@ -31,6 +32,10 @@ class TransactionCategorySerializer(serializers.ModelSerializer):
     class Meta:
         model = TransactionCategory
         fields = "__all__"
+        read_only_fields = [
+            "id",
+            "owner",
+        ]
 
 
 class TransactionTagSerializer(serializers.ModelSerializer):
@@ -39,6 +44,10 @@ class TransactionTagSerializer(serializers.ModelSerializer):
     class Meta:
         model = TransactionTag
         fields = "__all__"
+        read_only_fields = [
+            "id",
+            "owner",
+        ]
 
 
 class TransactionEntitySerializer(serializers.ModelSerializer):
@@ -47,6 +56,10 @@ class TransactionEntitySerializer(serializers.ModelSerializer):
     class Meta:
         model = TransactionEntity
         fields = "__all__"
+        read_only_fields = [
+            "id",
+            "owner",
+        ]
 
 
 class InstallmentPlanSerializer(serializers.ModelSerializer):
@@ -125,6 +138,7 @@ class RecurringTransactionSerializer(serializers.ModelSerializer):
     def update(self, instance, validated_data):
         instance = super().update(instance, validated_data)
         instance.update_unpaid_transactions()
+        instance.generate_upcoming_transactions()
         return instance
 
 
@@ -157,8 +171,16 @@ class TransactionSerializer(serializers.ModelSerializer):
             "installment_plan",
             "recurring_transaction",
             "installment_id",
+            "owner",
+            "deleted_at",
+            "deleted",
         ]
 
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.fields["account_id"].queryset = Account.objects.all()
+
     def validate(self, data):
         if not self.partial:
             if "date" in data and "reference_date" not in data:

app/apps/api/views/accounts.py

@@ -20,6 +20,8 @@ class AccountViewSet(viewsets.ModelViewSet):
     pagination_class = CustomPageNumberPagination
 
     def get_queryset(self):
-        return Account.objects.all().select_related(
-            "group", "currency", "exchange_currency"
+        return (
+            Account.objects.all()
+            .order_by("id")
+            .select_related("group", "currency", "exchange_currency")
         )

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
@@ -30,15 +32,16 @@ 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
         return self.update(request, *args, **kwargs)
 
     def get_queryset(self):
-        return Transaction.objects.all().order_by("id")
+        return Transaction.objects.all().order_by("-id")
 
 
 class TransactionCategoryViewSet(viewsets.ModelViewSet):
@@ -51,7 +54,7 @@ class TransactionCategoryViewSet(viewsets.ModelViewSet):
 
 
 class TransactionTagViewSet(viewsets.ModelViewSet):
-    queryset = TransactionTag.objects.all().order_by("id")
+    queryset = TransactionTag.objects.all()
     serializer_class = TransactionTagSerializer
     pagination_class = CustomPageNumberPagination
 
@@ -60,7 +63,7 @@ class TransactionTagViewSet(viewsets.ModelViewSet):
 
 
 class TransactionEntityViewSet(viewsets.ModelViewSet):
-    queryset = TransactionEntity.objects.all().order_by("id")
+    queryset = TransactionEntity.objects.all()
     serializer_class = TransactionEntitySerializer
     pagination_class = CustomPageNumberPagination
 
@@ -69,18 +72,18 @@ class TransactionEntityViewSet(viewsets.ModelViewSet):
 
 
 class InstallmentPlanViewSet(viewsets.ModelViewSet):
-    queryset = InstallmentPlan.objects.all().order_by("id")
+    queryset = InstallmentPlan.objects.all()
     serializer_class = InstallmentPlanSerializer
     pagination_class = CustomPageNumberPagination
 
     def get_queryset(self):
-        return InstallmentPlan.objects.all().order_by("id")
+        return InstallmentPlan.objects.all().order_by("-id")
 
 
 class RecurringTransactionViewSet(viewsets.ModelViewSet):
-    queryset = RecurringTransaction.objects.all().order_by("id")
+    queryset = RecurringTransaction.objects.all()
     serializer_class = RecurringTransactionSerializer
     pagination_class = CustomPageNumberPagination
 
     def get_queryset(self):
-        return RecurringTransaction.objects.all().order_by("id")
+        return RecurringTransaction.objects.all().order_by("-id")

app/apps/common/admin.py

@@ -1,7 +1,26 @@
 from django.contrib import admin
+from django.utils.translation import gettext_lazy as _
+
+
+@admin.action(description=_("Make public"))
+def make_public(modeladmin, request, queryset):
+    queryset.update(visibility="public")
+
+
+@admin.action(description=_("Make private"))
+def make_private(modeladmin, request, queryset):
+    queryset.update(visibility="private")
 
 
 class SharedObjectModelAdmin(admin.ModelAdmin):
+    actions = [make_public, make_private]
+
+    list_display = ("__str__", "visibility", "owner", "get_shared_with")
+
+    @admin.display(description=_("Shared with users"))
+    def get_shared_with(self, obj):
+        return ", ".join([p.email for p in obj.shared_with.all()])
+
     def get_queryset(self, request):
         # Use the all_objects manager to show all transactions, including deleted ones
         return self.model.all_objects.all()

app/apps/common/apps.py

@@ -1,6 +1,25 @@
 from django.apps import AppConfig
+from django.core.cache import cache
 
 
 class CommonConfig(AppConfig):
     default_auto_field = "django.db.models.BigAutoField"
     name = "apps.common"
+
+    def ready(self):
+        from django.contrib import admin
+        from django.contrib.sites.models import Site
+        from allauth.socialaccount.models import (
+            SocialAccount,
+            SocialApp,
+            SocialToken,
+        )
+
+        admin.site.unregister(Site)
+        admin.site.unregister(SocialAccount)
+        admin.site.unregister(SocialApp)
+        admin.site.unregister(SocialToken)
+
+        # Delete the cache for update checks to prevent false-positives when the app is restarted
+        # this will be recreated by the check_for_updates task
+        cache.delete("update_check")

app/apps/common/decorators/demo.py

@@ -0,0 +1,15 @@
+from functools import wraps
+
+from django.conf import settings
+from django.core.exceptions import PermissionDenied
+
+
+def disabled_on_demo(view):
+    @wraps(view)
+    def _view(request, *args, **kwargs):
+        if settings.DEMO and not request.user.is_superuser:
+            raise PermissionDenied
+
+        return view(request, *args, **kwargs)
+
+    return _view

app/apps/common/decorators/user.py

@@ -0,0 +1,78 @@
+from functools import wraps
+
+from django.conf import settings
+from django.core.exceptions import PermissionDenied
+from django.http import HttpResponse
+from django.shortcuts import redirect
+from django.urls import reverse, NoReverseMatch
+
+
+def is_superuser(view):
+    @wraps(view)
+    def _view(request, *args, **kwargs):
+        if not request.user.is_superuser:
+            raise PermissionDenied
+
+        return view(request, *args, **kwargs)
+
+    return _view
+
+
+def htmx_login_required(function=None, login_url=None):
+    """
+    Decorator that checks if the user is logged in.
+
+    Allows overriding the default login URL.
+
+    If the user is not logged in:
+    - If "hx-request" is present in the request header, it returns a 200 response
+      with a "HX-Redirect" header containing the determined login URL (including the "next" parameter).
+    - If "hx-request" is not present, it redirects to the determined login page normally.
+
+    Args:
+        function: The view function to decorate.
+        login_url: Optional. The URL or URL name to redirect to for login.
+                   Defaults to settings.LOGIN_URL.
+    """
+
+    def decorator(view_func):
+        # Simplified @wraps usage - it handles necessary attribute assignments by default
+        @wraps(view_func)
+        def wrapped_view(request, *args, **kwargs):
+            if request.user.is_authenticated:
+                return view_func(request, *args, **kwargs)
+            else:
+                # Determine the login URL
+                resolved_login_url = login_url
+                if not resolved_login_url:
+                    resolved_login_url = settings.LOGIN_URL
+
+                # Try to reverse the URL name if it's not a path
+                try:
+                    # Check if it looks like a URL path already
+                    if "/" not in resolved_login_url and "." not in resolved_login_url:
+                        login_url_path = reverse(resolved_login_url)
+                    else:
+                        login_url_path = resolved_login_url
+                except NoReverseMatch:
+                    # If reverse fails, assume it's already a URL path
+                    login_url_path = resolved_login_url
+
+                # Construct the full redirect path with 'next' parameter
+                # Ensure request.path is URL-encoded if needed, though Django usually handles this
+                redirect_path = f"{login_url_path}?next={request.get_full_path()}"  # Use get_full_path() to include query params
+
+                if request.headers.get("hx-request"):
+                    # For HTMX requests, return a 200 with the HX-Redirect header.
+                    response = HttpResponse()
+                    response["HX-Redirect"] = login_url_path
+                    return response
+                else:
+                    # For regular requests, redirect to the login page.
+                    return redirect(redirect_path)
+
+        return wrapped_view
+
+    if function:
+        return decorator(function)
+    return decorator

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

@@ -139,7 +139,6 @@ class DynamicModelMultipleChoiceField(forms.ModelMultipleChoiceField):
                     instance.save()
                     return instance
         except Exception as e:
-            print(e)
             raise ValidationError(_("Error creating new instance"))
 
     def clean(self, value):

app/apps/common/fields/month_year.py

@@ -20,7 +20,15 @@ class MonthYearModelField(models.DateField):
             # Set the day to 1
             return date.replace(day=1).date()
         except ValueError:
-            raise ValidationError(_("Invalid date format. Use YYYY-MM."))
+            try:
+                # Also accept YYYY-MM-DD format (for loaddata)
+                return (
+                    datetime.datetime.strptime(value, "%Y-%m-%d").replace(day=1).date()
+                )
+            except ValueError:
+                raise ValidationError(
+                    _("Invalid date format. Use YYYY-MM or YYYY-MM-DD.")
+                )
 
     def formfield(self, **kwargs):
         kwargs["widget"] = MonthYearWidget

app/apps/common/forms.py

@@ -1,13 +1,13 @@
-from crispy_forms.bootstrap import FormActions
-from django import forms
-from django.contrib.auth import get_user_model
-from django.utils.translation import gettext_lazy as _
-from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Submit, Div, HTML
-
-from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
 from apps.common.models import SharedObject
 from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.tom_select import TomSelect, TomSelectMultiple
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import HTML, Div, Field, Layout, Submit
+from django import forms
+from django.contrib.auth import get_user_model
+from django.core.exceptions import ValidationError
+from django.utils.translation import gettext_lazy as _
 
 User = get_user_model()
 
@@ -38,6 +38,7 @@ class SharedObjectForm(forms.Form):
         choices=SharedObject.Visibility.choices,
         required=True,
         label=_("Visibility"),
+        widget=TomSelect(clear_button=False),
         help_text=_(
             "Private: Only shown for the owner and shared users. Only editable by the owner."
             "<br/>"
@@ -47,9 +48,6 @@ class SharedObjectForm(forms.Form):
 
     class Meta:
         fields = ["visibility", "shared_with_users"]
-        widgets = {
-            "visibility": TomSelect(clear_button=False),
-        }
 
     def __init__(self, *args, **kwargs):
         # Get the current user to filter available sharing options
@@ -72,15 +70,30 @@ class SharedObjectForm(forms.Form):
         self.helper.layout = Layout(
             Field("owner"),
             Field("visibility"),
-            HTML("<hr>"),
+            HTML('<hr class="hr my-3">'),
             Field("shared_with_users"),
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Save"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Save"), css_class="btn btn-primary"),
             ),
         )
 
+    def clean(self):
+        cleaned_data = super().clean()
+        owner = cleaned_data.get("owner")
+        shared_with_users = cleaned_data.get("shared_with_users", [])
+
+        # Raise validation error if owner is in shared_with_users
+        if owner and owner in shared_with_users:
+            self.add_error(
+                "shared_with_users",
+                ValidationError(
+                    _("You cannot share this item with its owner."),
+                    code="invalid_share",
+                ),
+            )
+
+        return cleaned_data
+
     def save(self):
         instance = self.instance
 

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/common/functions/format.py

@@ -5,7 +5,12 @@ from django.utils.formats import get_format as original_get_format
 def get_format(format_type=None, lang=None, use_l10n=None):
     user = get_current_user()
 
-    if user and user.is_authenticated and hasattr(user, "settings"):
+    if (
+        user
+        and user.is_authenticated
+        and hasattr(user, "settings")
+        and use_l10n is not False
+    ):
         user_settings = user.settings
         if format_type == "THOUSAND_SEPARATOR":
             number_format = getattr(user_settings, "number_format", None)
@@ -13,11 +18,13 @@ def get_format(format_type=None, lang=None, use_l10n=None):
                 return "."
             elif number_format == "CD":
                 return ","
+            elif number_format == "SD" or number_format == "SC":
+                return " "
         elif format_type == "DECIMAL_SEPARATOR":
             number_format = getattr(user_settings, "number_format", None)
-            if number_format == "DC":
+            if number_format == "DC" or number_format == "SC":
                 return ","
-            elif number_format == "CD":
+            elif number_format == "CD" or number_format == "SD":
                 return "."
         elif format_type == "SHORT_DATE_FORMAT":
             date_format = getattr(user_settings, "date_format", None)

app/apps/common/management/commands/setup_users.py

@@ -0,0 +1,137 @@
+import os
+from django.core.management.base import BaseCommand, CommandError
+from django.contrib.auth import get_user_model
+from django.conf import settings
+from django.db import IntegrityError
+
+# Get the custom User model if defined, otherwise the default User model
+User = get_user_model()
+
+
+class Command(BaseCommand):
+    help = (
+        "Creates a superuser from environment variables (ADMIN_EMAIL, ADMIN_PASSWORD) "
+        "and optionally creates a demo user (demo@demo.com) if settings.DEMO is True."
+    )
+
+    def handle(self, *args, **options):
+        self.stdout.write("Starting user setup...")
+
+        # --- Create Superuser ---
+        admin_email = os.environ.get("ADMIN_EMAIL")
+        admin_password = os.environ.get("ADMIN_PASSWORD")
+
+        if admin_email and admin_password:
+            self.stdout.write(f"Attempting to create superuser: {admin_email}")
+            # Use email as username for simplicity, requires USERNAME_FIELD='email'
+            # or adapt if your USERNAME_FIELD is different.
+            # If USERNAME_FIELD is 'username', you might need ADMIN_USERNAME env var.
+            username_field = User.USERNAME_FIELD  # Get the actual username field name
+
+            # Check if the user already exists by email or username
+            user_exists_kwargs = {"email": admin_email}
+            if username_field != "email":
+                # Assume username should also be the email if not explicitly provided
+                user_exists_kwargs[username_field] = admin_email
+
+            if User.objects.filter(**user_exists_kwargs).exists():
+                self.stdout.write(
+                    self.style.WARNING(
+                        f"Superuser with email '{admin_email}' (or corresponding username) already exists. Skipping creation."
+                    )
+                )
+            else:
+                try:
+                    create_kwargs = {
+                        username_field: admin_email,  # Use email as username by default
+                        "email": admin_email,
+                        "password": admin_password,
+                    }
+                    User.objects.create_superuser(**create_kwargs)
+                    self.stdout.write(
+                        self.style.SUCCESS(
+                            f"Superuser '{admin_email}' created successfully."
+                        )
+                    )
+                except IntegrityError as e:
+                    self.stdout.write(
+                        self.style.ERROR(
+                            f"Failed to create superuser '{admin_email}'. IntegrityError: {e}"
+                        )
+                    )
+                except Exception as e:
+                    self.stdout.write(
+                        self.style.ERROR(
+                            f"An unexpected error occurred creating superuser '{admin_email}': {e}"
+                        )
+                    )
+        else:
+            self.stdout.write(
+                self.style.NOTICE(
+                    "ADMIN_EMAIL or ADMIN_PASSWORD environment variables not set. Skipping superuser creation."
+                )
+            )
+
+        self.stdout.write("---")  # Separator
+
+        # --- Create Demo User ---
+        # Use getattr to safely check for the DEMO setting, default to False if not present
+        create_demo_user = getattr(settings, "DEMO", False)
+
+        if create_demo_user:
+            demo_email = "demo@demo.com"
+            demo_password = (
+                "wygiwyhdemo"  # Consider making this an env var too for security
+            )
+            demo_username = demo_email  # Using email as username for consistency
+
+            self.stdout.write(
+                f"DEMO setting is True. Attempting to create demo user: {demo_email}"
+            )
+
+            username_field = User.USERNAME_FIELD  # Get the actual username field name
+
+            # Check if the user already exists by email or username
+            user_exists_kwargs = {"email": demo_email}
+            if username_field != "email":
+                user_exists_kwargs[username_field] = demo_username
+
+            if User.objects.filter(**user_exists_kwargs).exists():
+                self.stdout.write(
+                    self.style.WARNING(
+                        f"Demo user with email '{demo_email}' (or corresponding username) already exists. Skipping creation."
+                    )
+                )
+            else:
+                try:
+                    create_kwargs = {
+                        username_field: demo_username,
+                        "email": demo_email,
+                        "password": demo_password,
+                    }
+                    User.objects.create_user(**create_kwargs)
+                    self.stdout.write(
+                        self.style.SUCCESS(
+                            f"Demo user '{demo_email}' created successfully."
+                        )
+                    )
+                except IntegrityError as e:
+                    self.stdout.write(
+                        self.style.ERROR(
+                            f"Failed to create demo user '{demo_email}'. IntegrityError: {e}"
+                        )
+                    )
+                except Exception as e:
+                    self.stdout.write(
+                        self.style.ERROR(
+                            f"An unexpected error occurred creating demo user '{demo_email}': {e}"
+                        )
+                    )
+        else:
+            self.stdout.write(
+                self.style.NOTICE(
+                    "DEMO setting is not True (or not set). Skipping demo user creation."
+                )
+            )
+
+        self.stdout.write(self.style.SUCCESS("User setup command finished."))

app/apps/common/models.py

@@ -36,12 +36,19 @@ class SharedObject(models.Model):
         related_name="%(class)s_owned",
         null=True,
         blank=True,
+        verbose_name=_("Owner"),
     )
     visibility = models.CharField(
-        max_length=10, choices=Visibility.choices, default=Visibility.private
+        max_length=10,
+        choices=Visibility.choices,
+        default=Visibility.private,
+        verbose_name=_("Visibility"),
     )
     shared_with = models.ManyToManyField(
-        settings.AUTH_USER_MODEL, related_name="%(class)s_shared", blank=True
+        settings.AUTH_USER_MODEL,
+        related_name="%(class)s_shared",
+        blank=True,
+        verbose_name=_("Shared with users"),
     )
 
     # Use as abstract base class
@@ -65,6 +72,18 @@ class SharedObject(models.Model):
         super().save(*args, **kwargs)
 
 
+class OwnedObjectManager(models.Manager):
+    def get_queryset(self):
+        """Return only objects the user can access"""
+        user = get_current_user()
+        base_qs = super().get_queryset()
+
+        if user and user.is_authenticated:
+            return base_qs.filter(Q(owner=user) | Q(owner=None)).distinct()
+
+        return base_qs
+
+
 class OwnedObject(models.Model):
     owner = models.ForeignKey(
         settings.AUTH_USER_MODEL,

app/apps/common/procrastinate.py

@@ -0,0 +1,6 @@
+import procrastinate
+
+
+def on_app_ready(app: procrastinate.App):
+    """This function is ran upon procrastinate initialization."""
+    ...

app/apps/common/tasks.py

@@ -1,11 +1,17 @@
 import logging
+from packaging.version import parse as parse_version, InvalidVersion
 
 from asgiref.sync import sync_to_async
+from django.conf import settings
 from django.core import management
+from django.db import DEFAULT_DB_ALIAS
+from django.core.cache import cache
 
 from procrastinate import builtin_tasks
 from procrastinate.contrib.django import app
 
+import requests
+
 
 logger = logging.getLogger(__name__)
 
@@ -17,7 +23,7 @@ async def remove_old_jobs(context, timestamp):
         return await builtin_tasks.remove_old_jobs(
             context,
             max_hours=744,
-            remove_error=True,
+            remove_failed=True,
             remove_cancelled=True,
             remove_aborted=True,
         )
@@ -40,3 +46,86 @@ async def remove_expired_sessions(timestamp=None):
             "Error while executing 'remove_expired_sessions' task",
             exc_info=True,
         )
+
+
+@app.periodic(cron="0 8 * * *")
+@app.task(name="reset_demo_data")
+def reset_demo_data(timestamp=None):
+    """
+    Wipes the database and loads fresh demo data if DEMO mode is active.
+    Runs daily at 8:00 AM.
+    """
+    if not settings.DEMO:
+        return  # Exit if not in demo mode
+
+    logger.info("Demo mode active. Starting daily data reset...")
+
+    try:
+        # 1. Flush the database (wipe all data)
+        logger.info("Flushing the database...")
+
+        management.call_command(
+            "flush", "--noinput", database=DEFAULT_DB_ALIAS, verbosity=1
+        )
+        logger.info("Database flushed successfully.")
+
+        # 2. Load data from the fixture
+        # TO-DO: Roll dates over based on today's date
+        fixture_name = "fixtures/demo_data.json"
+        logger.info(f"Loading data from fixture: {fixture_name}...")
+        management.call_command(
+            "loaddata", fixture_name, database=DEFAULT_DB_ALIAS, verbosity=1
+        )
+        logger.info(f"Data loaded successfully from {fixture_name}.")
+
+        logger.info("Daily demo data reset completed.")
+
+    except Exception as e:
+        logger.exception(f"Error during daily demo data reset: {e}")
+        raise
+
+
+@app.periodic(cron="0 */12 * * *")  # Every 12 hours
+@app.task(
+    name="check_for_updates",
+)
+def check_for_updates(timestamp=None):
+    if not settings.CHECK_FOR_UPDATES:
+        return "CHECK_FOR_UPDATES is disabled"
+
+    url = "https://api.github.com/repos/eitchtee/WYGIWYH/releases/latest"
+
+    try:
+        response = requests.get(url, timeout=60)
+        response.raise_for_status()  # Raise an exception for bad status codes (4xx or 5xx)
+
+        data = response.json()
+        latest_version = data.get("tag_name")
+
+        if latest_version:
+            try:
+                current_v = parse_version(settings.APP_VERSION)
+            except InvalidVersion:
+                current_v = parse_version("0.0.0")
+            try:
+                latest_v = parse_version(latest_version)
+            except InvalidVersion:
+                latest_v = parse_version("0.0.0")
+
+            update_info = {
+                "update_available": False,
+                "current_version": str(current_v),
+                "latest_version": str(latest_v),
+            }
+
+            if latest_v > current_v:
+                update_info["update_available"] = True
+
+            # Cache the entire dictionary
+            cache.set("update_check", update_info, 60 * 60 * 25)
+            logger.info(f"Update check complete. Result: {update_info}")
+        else:
+            logger.warning("Could not find 'tag_name' in GitHub API response.")
+
+    except requests.exceptions.RequestException as e:
+        logger.error(f"Failed to fetch updates from GitHub: {e}")

app/apps/common/templatetags/cache_access.py

@@ -0,0 +1,17 @@
+# core/templatetags/update_tags.py
+from django import template
+from django.core.cache import cache
+
+register = template.Library()
+
+
+@register.simple_tag
+def get_update_check():
+    """
+    Retrieves the update status dictionary from the cache.
+    Returns a default dictionary if nothing is found.
+    """
+    return cache.get("update_check") or {
+        "update_available": False,
+        "latest_version": "N/A",
+    }

app/apps/common/templatetags/crispy_extra.py

@@ -0,0 +1,13 @@
+from django import forms, template
+
+register = template.Library()
+
+
+@register.filter
+def is_input(field):
+    return isinstance(field.field.widget, forms.TextInput)
+
+
+@register.filter
+def is_textarea(field):
+    return isinstance(field.field.widget, forms.Textarea)

app/apps/common/templatetags/toast_bg.py

@@ -11,7 +11,7 @@ def toast_bg(tags):
     elif "warning" in tags:
         return "warning"
     elif "error" in tags:
-        return "danger"
+        return "error"
     elif "info" in tags:
         return "info"
 

app/apps/common/views.py

@@ -15,10 +15,11 @@ from cachalot.api import invalidate
 
 from apps.common.decorators.htmx import only_htmx
 from apps.transactions.models import Transaction
+from apps.common.decorators.user import htmx_login_required
 
 
 @only_htmx
-@login_required
+@htmx_login_required
 @require_http_methods(["GET"])
 def toasts(request):
     return render(request, "common/fragments/toasts.html")
@@ -90,6 +91,12 @@ def month_year_picker(request):
         for date in all_months
     ]
 
+    today_url = (
+        reverse(url, kwargs={"month": current_date.month, "year": current_date.year})
+        if url
+        else ""
+    )
+
     return render(
         request,
         "common/fragments/month_year_picker.html",
@@ -97,6 +104,7 @@ def month_year_picker(request):
             "month_year_data": result,
             "current_month": current_month,
             "current_year": current_year,
+            "today_url": today_url,
         },
     )
 

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

@@ -0,0 +1,5 @@
+from crispy_forms.layout import Field
+
+
+class Switch(Field):
+    template = "crispy-daisyui/layout/switch.html"

app/apps/common/widgets/datepicker.py

@@ -1,15 +1,14 @@
 import datetime
 
-from django.forms import widgets
-from django.utils import formats, translation, dates
-from django.utils.translation import gettext_lazy as _
-
+from apps.common.functions.format import get_format
 from apps.common.utils.django import (
-    django_to_python_datetime,
     django_to_airdatepicker_datetime,
     django_to_airdatepicker_datetime_separated,
+    django_to_python_datetime,
 )
-from apps.common.functions.format import get_format
+from django.forms import widgets
+from django.utils import dates, formats, translation
+from django.utils.translation import gettext_lazy as _
 
 
 class AirDatePickerInput(widgets.DateInput):
@@ -37,7 +36,9 @@ class AirDatePickerInput(widgets.DateInput):
     def _get_current_language():
         """Get current language code in format compatible with AirDatepicker"""
         lang_code = translation.get_language()
-        # AirDatepicker uses simple language codes
+        # AirDatepicker uses simple language codes, except for pt-br
+        if lang_code.lower() == "pt-br":
+            return "pt-BR"
         return lang_code.split("-")[0]
 
     def _get_format(self):
@@ -50,6 +51,8 @@ class AirDatePickerInput(widgets.DateInput):
     def build_attrs(self, base_attrs, extra_attrs=None):
         attrs = super().build_attrs(base_attrs, extra_attrs)
 
+        attrs["class"] = attrs.get("class", "") + " input"
+
         attrs["data-now-button-txt"] = _("Today")
         attrs["data-auto-close"] = str(self.auto_close).lower()
         attrs["data-clear-button"] = str(self.clear_button).lower()

app/apps/common/widgets/decimal.py

@@ -35,8 +35,8 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
         self.attrs.update(
             {
                 "x-data": "",
-                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', "
-                f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
+                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
+                "x-on:keyup": "if (!['Control', 'Shift', 'Alt', 'Meta'].includes($event.key) && !(($event.ctrlKey || $event.metaKey) && $event.key.toLowerCase() === 'a')) $el.dispatchEvent(new Event('input'))",
             }
         )
 

app/apps/common/widgets/tom_select.py

@@ -1,4 +1,4 @@
-from django.forms import widgets, SelectMultiple
+from django.forms import SelectMultiple, widgets
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
 
@@ -17,7 +17,7 @@ class TomSelect(widgets.Select):
         checkboxes=False,
         group_by=None,
         *args,
-        **kwargs
+        **kwargs,
     ):
         super().__init__(attrs, *args, **kwargs)
         self.remove_button = remove_button

app/apps/currencies/exchange_rates/fetcher.py

@@ -4,13 +4,7 @@ from datetime import timedelta
 from django.db.models import QuerySet
 from django.utils import timezone
 
-from apps.currencies.exchange_rates.providers import (
-    SynthFinanceProvider,
-    SynthFinanceStockProvider,
-    CoinGeckoFreeProvider,
-    CoinGeckoProProvider,
-    TransitiveRateProvider,
-)
+import apps.currencies.exchange_rates.providers as providers
 from apps.currencies.models import ExchangeRateService, ExchangeRate, Currency
 
 logger = logging.getLogger(__name__)
@@ -18,11 +12,12 @@ logger = logging.getLogger(__name__)
 
 # Map service types to provider classes
 PROVIDER_MAPPING = {
-    "synth_finance": SynthFinanceProvider,
-    "synth_finance_stock": SynthFinanceStockProvider,
-    "coingecko_free": CoinGeckoFreeProvider,
-    "coingecko_pro": CoinGeckoProProvider,
-    "transitive": TransitiveRateProvider,
+    "coingecko_free": providers.CoinGeckoFreeProvider,
+    "coingecko_pro": providers.CoinGeckoProProvider,
+    "transitive": providers.TransitiveRateProvider,
+    "frankfurter": providers.FrankfurterProvider,
+    "twelvedata": providers.TwelveDataProvider,
+    "twelvedatamarkets": providers.TwelveDataMarketsProvider,
 }
 
 
@@ -203,21 +198,63 @@ class ExchangeRateFetcher:
 
                 if provider.rates_inverted:
                     # If rates are inverted, we need to swap currencies
-                    ExchangeRate.objects.create(
-                        from_currency=to_currency,
-                        to_currency=from_currency,
-                        rate=rate,
-                        date=timezone.now(),
-                    )
+                    if service.singleton:
+                        # Try to get the last automatically created exchange rate
+                        exchange_rate = (
+                            ExchangeRate.objects.filter(
+                                automatic=True,
+                                from_currency=to_currency,
+                                to_currency=from_currency,
+                            )
+                            .order_by("-date")
+                            .first()
+                        )
+                    else:
+                        exchange_rate = None
+
+                    if not exchange_rate:
+                        ExchangeRate.objects.create(
+                            automatic=True,
+                            from_currency=to_currency,
+                            to_currency=from_currency,
+                            rate=rate,
+                            date=timezone.now(),
+                        )
+                    else:
+                        exchange_rate.rate = rate
+                        exchange_rate.date = timezone.now()
+                        exchange_rate.save()
+
                     processed_pairs.add((to_currency.id, from_currency.id))
                 else:
                     # If rates are not inverted, we can use them as is
-                    ExchangeRate.objects.create(
-                        from_currency=from_currency,
-                        to_currency=to_currency,
-                        rate=rate,
-                        date=timezone.now(),
-                    )
+                    if service.singleton:
+                        # Try to get the last automatically created exchange rate
+                        exchange_rate = (
+                            ExchangeRate.objects.filter(
+                                automatic=True,
+                                from_currency=from_currency,
+                                to_currency=to_currency,
+                            )
+                            .order_by("-date")
+                            .first()
+                        )
+                    else:
+                        exchange_rate = None
+
+                    if not exchange_rate:
+                        ExchangeRate.objects.create(
+                            automatic=True,
+                            from_currency=from_currency,
+                            to_currency=to_currency,
+                            rate=rate,
+                            date=timezone.now(),
+                        )
+                    else:
+                        exchange_rate.rate = rate
+                        exchange_rate.date = timezone.now()
+                        exchange_rate.save()
+
                     processed_pairs.add((from_currency.id, to_currency.id))
 
             service.last_fetch = timezone.now()

app/apps/currencies/exchange_rates/providers.py

@@ -13,70 +13,6 @@ from apps.currencies.exchange_rates.base import ExchangeRateProvider
 logger = logging.getLogger(__name__)
 
 
-class SynthFinanceProvider(ExchangeRateProvider):
-    """Implementation for Synth Finance API (synthfinance.com)"""
-
-    BASE_URL = "https://api.synthfinance.com/rates/live"
-    rates_inverted = False  # SynthFinance returns non-inverted rates
-
-    def __init__(self, api_key: str = None):
-        super().__init__(api_key)
-        self.session = requests.Session()
-        self.session.headers.update({"Authorization": f"Bearer {self.api_key}"})
-
-    def get_rates(
-        self, target_currencies: QuerySet, exchange_currencies: set
-    ) -> List[Tuple[Currency, Currency, Decimal]]:
-        results = []
-        currency_groups = {}
-        for currency in target_currencies:
-            if currency.exchange_currency in exchange_currencies:
-                group = currency_groups.setdefault(currency.exchange_currency.code, [])
-                group.append(currency)
-
-        for base_currency, currencies in currency_groups.items():
-            try:
-                to_currencies = ",".join(
-                    currency.code
-                    for currency in currencies
-                    if currency.code != base_currency
-                )
-                response = self.session.get(
-                    f"{self.BASE_URL}",
-                    params={"from": base_currency, "to": to_currencies},
-                )
-                response.raise_for_status()
-                data = response.json()
-                rates = data["data"]["rates"]
-
-                for currency in currencies:
-                    if currency.code == base_currency:
-                        rate = Decimal("1")
-                    else:
-                        rate = Decimal(str(rates[currency.code]))
-                    # Return the rate as is, without inversion
-                    results.append((currency.exchange_currency, currency, rate))
-
-                credits_used = data["meta"]["credits_used"]
-                credits_remaining = data["meta"]["credits_remaining"]
-                logger.info(
-                    f"Synth Finance API call: {credits_used} credits used, {credits_remaining} remaining"
-                )
-            except requests.RequestException as e:
-                logger.error(
-                    f"Error fetching rates from Synth Finance API for base {base_currency}: {e}"
-                )
-            except KeyError as e:
-                logger.error(
-                    f"Unexpected response structure from Synth Finance API for base {base_currency}: {e}"
-                )
-            except Exception as e:
-                logger.error(
-                    f"Unexpected error processing Synth Finance data for base {base_currency}: {e}"
-                )
-        return results
-
-
 class CoinGeckoFreeProvider(ExchangeRateProvider):
     """Implementation for CoinGecko Free API"""
 
@@ -152,71 +88,6 @@ class CoinGeckoProProvider(CoinGeckoFreeProvider):
         self.session.headers.update({"x-cg-pro-api-key": api_key})
 
 
-class SynthFinanceStockProvider(ExchangeRateProvider):
-    """Implementation for Synth Finance API Real-Time Prices endpoint (synthfinance.com)"""
-
-    BASE_URL = "https://api.synthfinance.com/tickers"
-    rates_inverted = True
-
-    def __init__(self, api_key: str = None):
-        super().__init__(api_key)
-        self.session = requests.Session()
-        self.session.headers.update(
-            {"Authorization": f"Bearer {self.api_key}", "accept": "application/json"}
-        )
-
-    def get_rates(
-        self, target_currencies: QuerySet, exchange_currencies: set
-    ) -> List[Tuple[Currency, Currency, Decimal]]:
-        results = []
-
-        for currency in target_currencies:
-            if currency.exchange_currency not in exchange_currencies:
-                continue
-
-            try:
-                # Same currency has rate of 1
-                if currency.code == currency.exchange_currency.code:
-                    rate = Decimal("1")
-                    results.append((currency.exchange_currency, currency, rate))
-                    continue
-
-                # Fetch real-time price for this ticker
-                response = self.session.get(
-                    f"{self.BASE_URL}/{currency.code}/real-time"
-                )
-                response.raise_for_status()
-                data = response.json()
-
-                # Use fair market value as the rate
-                rate = Decimal(data["data"]["fair_market_value"])
-                results.append((currency.exchange_currency, currency, rate))
-
-                # Log API usage
-                credits_used = data["meta"]["credits_used"]
-                credits_remaining = data["meta"]["credits_remaining"]
-                logger.info(
-                    f"Synth Finance API call for {currency.code}: {credits_used} credits used, {credits_remaining} remaining"
-                )
-            except requests.RequestException as e:
-                logger.error(
-                    f"Error fetching rate from Synth Finance API for ticker {currency.code}: {e}",
-                    exc_info=True,
-                )
-            except KeyError as e:
-                logger.error(
-                    f"Unexpected response structure from Synth Finance API for ticker {currency.code}: {e}",
-                    exc_info=True,
-                )
-            except Exception as e:
-                logger.error(
-                    f"Unexpected error processing Synth Finance data for ticker {currency.code}: {e}",
-                    exc_info=True,
-                )
-
-        return results
-
-
 class TransitiveRateProvider(ExchangeRateProvider):
     """Calculates exchange rates through paths of existing rates"""
 
@@ -306,3 +177,329 @@ class TransitiveRateProvider(ExchangeRateProvider):
                     queue.append((neighbor, path + [neighbor], current_rate * rate))
 
         return None, None
+
+
+class FrankfurterProvider(ExchangeRateProvider):
+    """Implementation for the Frankfurter API (frankfurter.dev)"""
+
+    BASE_URL = "https://api.frankfurter.dev/v1/latest"
+    rates_inverted = (
+        False  # Frankfurter returns non-inverted rates (e.g., 1 EUR = 1.1 USD)
+    )
+
+    def __init__(self, api_key: str = None):
+        """
+        Initializes the provider. The Frankfurter API does not require an API key,
+        so the api_key parameter is ignored.
+        """
+        super().__init__(api_key)
+        self.session = requests.Session()
+
+    @classmethod
+    def requires_api_key(cls) -> bool:
+        return False
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        results = []
+        currency_groups = {}
+        # Group target currencies by their exchange (base) currency to minimize API calls
+        for currency in target_currencies:
+            if currency.exchange_currency in exchange_currencies:
+                group = currency_groups.setdefault(currency.exchange_currency.code, [])
+                group.append(currency)
+
+        # Make one API call for each base currency
+        for base_currency, currencies in currency_groups.items():
+            try:
+                # Create a comma-separated list of target currency codes
+                to_currencies = ",".join(
+                    currency.code
+                    for currency in currencies
+                    if currency.code != base_currency
+                )
+
+                # If there are no target currencies other than the base, skip the API call
+                if not to_currencies:
+                    # Handle the case where the only request is for the base rate (e.g., USD to USD)
+                    for currency in currencies:
+                        if currency.code == base_currency:
+                            results.append(
+                                (currency.exchange_currency, currency, Decimal("1"))
+                            )
+                    continue
+
+                response = self.session.get(
+                    self.BASE_URL,
+                    params={"base": base_currency, "symbols": to_currencies},
+                )
+                response.raise_for_status()
+                data = response.json()
+                rates = data["rates"]
+
+                # Process the returned rates
+                for currency in currencies:
+                    if currency.code == base_currency:
+                        # The rate for the base currency to itself is always 1
+                        rate = Decimal("1")
+                    else:
+                        rate = Decimal(str(rates[currency.code]))
+
+                    results.append((currency.exchange_currency, currency, rate))
+
+            except requests.RequestException as e:
+                logger.error(
+                    f"Error fetching rates from Frankfurter API for base {base_currency}: {e}"
+                )
+            except KeyError as e:
+                logger.error(
+                    f"Unexpected response structure from Frankfurter API for base {base_currency}: {e}"
+                )
+            except Exception as e:
+                logger.error(
+                    f"Unexpected error processing Frankfurter data for base {base_currency}: {e}"
+                )
+        return results
+
+
+class TwelveDataProvider(ExchangeRateProvider):
+    """Implementation for the Twelve Data API (twelvedata.com)"""
+
+    BASE_URL = "https://api.twelvedata.com/exchange_rate"
+    rates_inverted = (
+        False  # The API returns direct rates, e.g., for EUR/USD it's 1 EUR = X USD
+    )
+
+    def __init__(self, api_key: str):
+        """
+        Initializes the provider with an API key and a requests session.
+        """
+        super().__init__(api_key)
+        self.session = requests.Session()
+
+    @classmethod
+    def requires_api_key(cls) -> bool:
+        """This provider requires an API key."""
+        return True
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        """
+        Fetches exchange rates from the Twelve Data API for the given currency pairs.
+
+        This provider makes one API call for each requested currency pair.
+        """
+        results = []
+
+        for target_currency in target_currencies:
+            # Ensure the target currency's exchange currency is one we're interested in
+            if target_currency.exchange_currency not in exchange_currencies:
+                continue
+
+            base_currency = target_currency.exchange_currency
+
+            # The exchange rate for the same currency is always 1
+            if base_currency.code == target_currency.code:
+                rate = Decimal("1")
+                results.append((base_currency, target_currency, rate))
+                continue
+
+            # Construct the symbol in the format "BASE/TARGET", e.g., "EUR/USD"
+            symbol = f"{base_currency.code}/{target_currency.code}"
+
+            try:
+                params = {
+                    "symbol": symbol,
+                    "apikey": self.api_key,
+                }
+
+                response = self.session.get(self.BASE_URL, params=params)
+                response.raise_for_status()  # Raise an HTTPError for bad responses (4xx or 5xx)
+
+                data = response.json()
+
+                # The API may return an error message in a JSON object
+                if "rate" not in data:
+                    error_message = data.get("message", "Rate not found in response.")
+                    logger.error(
+                        f"Could not fetch rate for {symbol} from Twelve Data: {error_message}"
+                    )
+                    continue
+
+                # Convert the rate to a Decimal for precision
+                rate = Decimal(str(data["rate"]))
+                results.append((base_currency, target_currency, rate))
+
+                logger.info(f"Successfully fetched rate for {symbol} from Twelve Data.")
+
+                time.sleep(
+                    60
+                )  # We sleep every pair as to not step over TwelveData's minute limit
+
+            except requests.RequestException as e:
+                logger.error(
+                    f"Error fetching rate from Twelve Data API for symbol {symbol}: {e}"
+                )
+            except KeyError as e:
+                logger.error(
+                    f"Unexpected response structure from Twelve Data API for symbol {symbol}: Missing key {e}"
+                )
+            except Exception as e:
+                logger.error(
+                    f"An unexpected error occurred while processing Twelve Data for {symbol}: {e}"
+                )
+
+        return results
+
+
+class TwelveDataMarketsProvider(ExchangeRateProvider):
+    """
+    Provides prices for market instruments (stocks, ETFs, etc.) using the Twelve Data API.
+
+    This provider performs a multi-step process:
+    1. Parses instrument codes which can be symbols, FIGI, CUSIP, or ISIN.
+    2. For CUSIPs, it defaults the currency to USD. For all others, it searches
+       for the instrument to determine its native trading currency.
+    3. Fetches the latest price for the instrument in its native currency.
+    4. Converts the price to the requested target exchange currency.
+    """
+
+    SYMBOL_SEARCH_URL = "https://api.twelvedata.com/symbol_search"
+    PRICE_URL = "https://api.twelvedata.com/price"
+    EXCHANGE_RATE_URL = "https://api.twelvedata.com/exchange_rate"
+
+    rates_inverted = True
+
+    def __init__(self, api_key: str):
+        super().__init__(api_key)
+        self.session = requests.Session()
+
+    @classmethod
+    def requires_api_key(cls) -> bool:
+        return True
+
+    def _parse_code(self, raw_code: str) -> Tuple[str, str]:
+        """Parses the raw code to determine its type and value."""
+        if raw_code.startswith("figi:"):
+            return "figi", raw_code.removeprefix("figi:")
+        if raw_code.startswith("cusip:"):
+            return "cusip", raw_code.removeprefix("cusip:")
+        if raw_code.startswith("isin:"):
+            return "isin", raw_code.removeprefix("isin:")
+        return "symbol", raw_code
+
+    def get_rates(
+        self, target_currencies: QuerySet, exchange_currencies: set
+    ) -> List[Tuple[Currency, Currency, Decimal]]:
+        results = []
+
+        for asset in target_currencies:
+            if asset.exchange_currency not in exchange_currencies:
+                continue
+
+            code_type, code_value = self._parse_code(asset.code)
+            original_currency_code = None
+
+            try:
+                # Determine the instrument's native currency
+                if code_type == "cusip":
+                    # CUSIP codes always default to USD
+                    original_currency_code = "USD"
+                    logger.info(f"Defaulting CUSIP {code_value} to USD currency.")
+                else:
+                    # For all other types, find currency via symbol search
+                    search_params = {"symbol": code_value, "apikey": "demo"}
+                    search_res = self.session.get(
+                        self.SYMBOL_SEARCH_URL, params=search_params
+                    )
+                    search_res.raise_for_status()
+                    search_data = search_res.json()
+
+                    if not search_data.get("data"):
+                        logger.warning(
+                            f"TwelveDataMarkets: Symbol search for '{code_value}' returned no results."
+                        )
+                        continue
+
+                    instrument_data = search_data["data"][0]
+                    original_currency_code = instrument_data.get("currency")
+
+                if not original_currency_code:
+                    logger.error(
+                        f"TwelveDataMarkets: Could not determine original currency for '{code_value}'."
+                    )
+                    continue
+
+                # Get the instrument's price in its native currency
+                price_params = {code_type: code_value, "apikey": self.api_key}
+                price_res = self.session.get(self.PRICE_URL, params=price_params)
+                price_res.raise_for_status()
+                price_data = price_res.json()
+
+                if "price" not in price_data:
+                    error_message = price_data.get(
+                        "message", "Price key not found in response"
+                    )
+                    logger.error(
+                        f"TwelveDataMarkets: Could not get price for {code_type} '{code_value}': {error_message}"
+                    )
+                    continue
+
+                price_in_original_currency = Decimal(price_data["price"])
+
+                # Convert price to the target exchange currency
+                target_exchange_currency = asset.exchange_currency
+
+                if (
+                    original_currency_code.upper()
+                    == target_exchange_currency.code.upper()
+                ):
+                    final_price = price_in_original_currency
+                else:
+                    rate_symbol = (
+                        f"{original_currency_code}/{target_exchange_currency.code}"
+                    )
+                    rate_params = {"symbol": rate_symbol, "apikey": self.api_key}
+                    rate_res = self.session.get(
+                        self.EXCHANGE_RATE_URL, params=rate_params
+                    )
+                    rate_res.raise_for_status()
+                    rate_data = rate_res.json()
+
+                    if "rate" not in rate_data:
+                        error_message = rate_data.get(
+                            "message", "Rate key not found in response"
+                        )
+                        logger.error(
+                            f"TwelveDataMarkets: Could not get conversion rate for '{rate_symbol}': {error_message}"
+                        )
+                        continue
+
+                    conversion_rate = Decimal(str(rate_data["rate"]))
+                    final_price = price_in_original_currency * conversion_rate
+
+                results.append((target_exchange_currency, asset, final_price))
+                logger.info(
+                    f"Successfully processed price for {asset.code} as {final_price} {target_exchange_currency.code}"
+                )
+
+                time.sleep(
+                    60
+                )  # We sleep every pair as to not step over TwelveData's minute limit
+
+            except requests.RequestException as e:
+                logger.error(
+                    f"TwelveDataMarkets: API request failed for {code_value}: {e}"
+                )
+            except (KeyError, IndexError) as e:
+                logger.error(
+                    f"TwelveDataMarkets: Error processing API response for {code_value}: {e}"
+                )
+            except Exception as e:
+                logger.error(
+                    f"TwelveDataMarkets: An unexpected error occurred for {code_value}: {e}"
+                )
+
+        return results

app/apps/currencies/forms.py

@@ -1,16 +1,15 @@
-from crispy_bootstrap5.bootstrap5 import Switch
-from crispy_forms.bootstrap import FormActions
-from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Row, Column
-from django import forms
-from django.forms import CharField
-from django.utils.translation import gettext_lazy as _
-
+from apps.common.widgets.crispy.daisyui import Switch
 from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.datepicker import AirDateTimePickerInput
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
 from apps.common.widgets.tom_select import TomSelect
 from apps.currencies.models import Currency, ExchangeRate, ExchangeRateService
+from crispy_forms.bootstrap import FormActions
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Column, Layout, Row
+from django import forms
+from django.forms import CharField
+from django.utils.translation import gettext_lazy as _
 
 
 class CurrencyForm(forms.ModelForm):
@@ -26,6 +25,7 @@ class CurrencyForm(forms.ModelForm):
             "suffix",
             "code",
             "exchange_currency",
+            "is_archived",
         ]
         widgets = {
             "exchange_currency": TomSelect(),
@@ -40,6 +40,7 @@ class CurrencyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "code",
             "name",
+            Switch("is_archived"),
             "decimal_places",
             "prefix",
             "suffix",
@@ -49,17 +50,13 @@ class CurrencyForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -87,17 +84,13 @@ class ExchangeRateForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -114,6 +107,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "fetch_interval",
             "target_currencies",
             "target_accounts",
+            "singleton",
         ]
 
     def __init__(self, *args, **kwargs):
@@ -126,10 +120,11 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "name",
             "service_type",
             Switch("is_active"),
+            Switch("singleton"),
             "api_key",
             Row(
-                Column("interval_type", css_class="form-group col-md-6"),
-                Column("fetch_interval", css_class="form-group col-md-6"),
+                Column("interval_type"),
+                Column("fetch_interval"),
             ),
             "target_currencies",
             "target_accounts",
@@ -138,16 +133,12 @@ class ExchangeRateServiceForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )

app/apps/currencies/migrations/0014_alter_currency_options.py

@@ -0,0 +1,17 @@
+# Generated by Django 5.1.7 on 2025-03-09 21:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0013_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='currency',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Currency', 'verbose_name_plural': 'Currencies'},
+        ),
+    ]

app/apps/currencies/migrations/0015_exchangerate_automatic_exchangerateservice_singleton.py

@@ -0,0 +1,23 @@
+# Generated by Django 5.2.4 on 2025-08-08 02:18
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0014_alter_currency_options'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='exchangerate',
+            name='automatic',
+            field=models.BooleanField(default=False, verbose_name='Automatic'),
+        ),
+        migrations.AddField(
+            model_name='exchangerateservice',
+            name='singleton',
+            field=models.BooleanField(default=False, help_text='Create one exchange rate and keep updating it. Avoids database clutter.', verbose_name='Single exchange rate'),
+        ),
+    ]

app/apps/currencies/migrations/0016_alter_exchangerate_automatic.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.4 on 2025-08-08 02:38
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0015_exchangerate_automatic_exchangerateservice_singleton'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerate',
+            name='automatic',
+            field=models.BooleanField(default=False, verbose_name='Auto'),
+        ),
+    ]

app/apps/currencies/migrations/0017_alter_exchangerateservice_service_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-16 22:18
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0016_alter_exchangerate_automatic'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('synth_finance', 'Synth Finance'), ('synth_finance_stock', 'Synth Finance Stock'), ('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)'), ('transitive', 'Transitive (Calculated from Existing Rates)'), ('frankfurter', 'Frankfurter')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/migrations/0018_alter_exchangerateservice_service_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-17 03:54
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0017_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('synth_finance', 'Synth Finance'), ('synth_finance_stock', 'Synth Finance Stock'), ('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)'), ('transitive', 'Transitive (Calculated from Existing Rates)'), ('frankfurter', 'Frankfurter'), ('twelvedata', 'TwelveData')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/migrations/0019_alter_exchangerateservice_service_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-17 06:01
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0018_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('synth_finance', 'Synth Finance'), ('synth_finance_stock', 'Synth Finance Stock'), ('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)'), ('transitive', 'Transitive (Calculated from Existing Rates)'), ('frankfurter', 'Frankfurter'), ('twelvedata', 'TwelveData'), ('twelvedatamarkets', 'TwelveData Markets')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/migrations/0020_migrate_synth_finance_services.py

@@ -0,0 +1,51 @@
+# Generated by Django 5.2.5 on 2025-08-17 06:25
+
+from django.db import migrations
+
+# The new value we are migrating to
+NEW_SERVICE_TYPE = "frankfurter"
+# The old values we are deprecating
+OLD_SERVICE_TYPE_TO_UPDATE = "synth_finance"
+OLD_SERVICE_TYPE_TO_DELETE = "synth_finance_stock"
+
+
+def forwards_func(apps, schema_editor):
+    """
+    Forward migration:
+    - Deletes all ExchangeRateService instances with service_type 'synth_finance_stock'.
+    - Updates all ExchangeRateService instances with service_type 'synth_finance' to 'frankfurter'.
+    """
+    ExchangeRateService = apps.get_model("currencies", "ExchangeRateService")
+    db_alias = schema_editor.connection.alias
+
+    # 1. Delete the SYNTH_FINANCE_STOCK entries
+    ExchangeRateService.objects.using(db_alias).filter(
+        service_type=OLD_SERVICE_TYPE_TO_DELETE
+    ).delete()
+
+    # 2. Update the SYNTH_FINANCE entries to FRANKFURTER
+    ExchangeRateService.objects.using(db_alias).filter(
+        service_type=OLD_SERVICE_TYPE_TO_UPDATE
+    ).update(service_type=NEW_SERVICE_TYPE, api_key=None)
+
+
+def backwards_func(apps, schema_editor):
+    """
+    Backward migration: This operation is not safely reversible.
+    - We cannot know which 'frankfurter' services were originally 'synth_finance'.
+    - The deleted 'synth_finance_stock' services cannot be recovered.
+    We will leave this function empty to allow migrating backwards without doing anything.
+    """
+    pass
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        # Add the previous migration file here
+        ("currencies", "0019_alter_exchangerateservice_service_type"),
+    ]
+
+    operations = [
+        migrations.RunPython(forwards_func, reverse_code=backwards_func),
+    ]

app/apps/currencies/migrations/0021_alter_exchangerateservice_service_type.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-17 06:29
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0020_migrate_synth_finance_services'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='exchangerateservice',
+            name='service_type',
+            field=models.CharField(choices=[('coingecko_free', 'CoinGecko (Demo/Free)'), ('coingecko_pro', 'CoinGecko (Pro)'), ('transitive', 'Transitive (Calculated from Existing Rates)'), ('frankfurter', 'Frankfurter'), ('twelvedata', 'TwelveData'), ('twelvedatamarkets', 'TwelveData Markets')], max_length=255, verbose_name='Service Type'),
+        ),
+    ]

app/apps/currencies/migrations/0022_currency_is_archived.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.2.5 on 2025-08-30 00:47
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('currencies', '0021_alter_exchangerateservice_service_type'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='currency',
+            name='is_archived',
+            field=models.BooleanField(default=False, verbose_name='Archived'),
+        ),
+    ]

app/apps/currencies/models.py

@@ -32,12 +32,18 @@ class Currency(models.Model):
         help_text=_("Default currency for exchange calculations"),
     )
 
+    is_archived = models.BooleanField(
+        default=False,
+        verbose_name=_("Archived"),
+    )
+
     def __str__(self):
         return self.name
 
     class Meta:
         verbose_name = _("Currency")
         verbose_name_plural = _("Currencies")
+        ordering = ["name", "id"]
 
     def clean(self):
         super().clean()
@@ -69,6 +75,8 @@ class ExchangeRate(models.Model):
     )
     date = models.DateTimeField(verbose_name=_("Date and Time"))
 
+    automatic = models.BooleanField(verbose_name=_("Auto"), default=False)
+
     class Meta:
         verbose_name = _("Exchange Rate")
         verbose_name_plural = _("Exchange Rates")
@@ -91,11 +99,12 @@ class ExchangeRateService(models.Model):
     """Configuration for exchange rate services"""
 
     class ServiceType(models.TextChoices):
-        SYNTH_FINANCE = "synth_finance", "Synth Finance"
-        SYNTH_FINANCE_STOCK = "synth_finance_stock", "Synth Finance Stock"
         COINGECKO_FREE = "coingecko_free", "CoinGecko (Demo/Free)"
         COINGECKO_PRO = "coingecko_pro", "CoinGecko (Pro)"
         TRANSITIVE = "transitive", "Transitive (Calculated from Existing Rates)"
+        FRANKFURTER = "frankfurter", "Frankfurter"
+        TWELVEDATA = "twelvedata", "TwelveData"
+        TWELVEDATA_MARKETS = "twelvedatamarkets", "TwelveData Markets"
 
     class IntervalType(models.TextChoices):
         ON = "on", _("On")
@@ -147,6 +156,14 @@ class ExchangeRateService(models.Model):
         blank=True,
     )
 
+    singleton = models.BooleanField(
+        verbose_name=_("Single exchange rate"),
+        default=False,
+        help_text=_(
+            "Create one exchange rate and keep updating it. Avoids database clutter."
+        ),
+    )
+
     class Meta:
         verbose_name = _("Exchange Rate Service")
         verbose_name_plural = _("Exchange Rate Services")

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/currencies/views/exchange_rates_services.py

@@ -11,9 +11,11 @@ from apps.common.decorators.htmx import only_htmx
 from apps.currencies.forms import ExchangeRateForm, ExchangeRateServiceForm
 from apps.currencies.models import ExchangeRate, ExchangeRateService
 from apps.currencies.tasks import manual_fetch_exchange_rates
+from apps.common.decorators.demo import disabled_on_demo
 
 
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET"])
 def exchange_rates_services_index(request):
     return render(
@@ -24,6 +26,7 @@ def exchange_rates_services_index(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET"])
 def exchange_rates_services_list(request):
     services = ExchangeRateService.objects.all()
@@ -37,6 +40,7 @@ def exchange_rates_services_list(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def exchange_rate_service_add(request):
     if request.method == "POST":
@@ -63,6 +67,7 @@ def exchange_rate_service_add(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def exchange_rate_service_edit(request, pk):
     service = get_object_or_404(ExchangeRateService, id=pk)
@@ -91,6 +96,7 @@ def exchange_rate_service_edit(request, pk):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["DELETE"])
 def exchange_rate_service_delete(request, pk):
     service = get_object_or_404(ExchangeRateService, id=pk)
@@ -109,6 +115,7 @@ def exchange_rate_service_delete(request, pk):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET"])
 def exchange_rate_service_force_fetch(request):
     manual_fetch_exchange_rates.defer()

app/apps/dca/forms.py

@@ -1,22 +1,20 @@
-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, Row, Column, HTML
-from django import forms
-from django.utils.translation import gettext_lazy as _
-
 from apps.accounts.models import Account
-from apps.common.widgets.crispy.submit import NoClassSubmit
-from apps.common.widgets.datepicker import AirDatePickerInput
-from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
-from apps.common.widgets.tom_select import TomSelect
-from apps.dca.models import DCAStrategy, DCAEntry
-from apps.common.widgets.tom_select import TransactionSelect
-from apps.transactions.models import Transaction, TransactionTag, TransactionCategory
 from apps.common.fields.forms.dynamic_select import (
     DynamicModelChoiceField,
     DynamicModelMultipleChoiceField,
 )
+from apps.common.widgets.crispy.daisyui import Switch
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.datepicker import AirDatePickerInput
+from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
+from apps.common.widgets.tom_select import TomSelect, TransactionSelect
+from apps.dca.models import DCAEntry, DCAStrategy
+from apps.transactions.models import Transaction, TransactionCategory, TransactionTag
+from crispy_forms.bootstrap import AccordionGroup, FormActions, Accordion
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import HTML, Column, Layout, Row
+from django import forms
+from django.utils.translation import gettext_lazy as _
 
 
 class DCAStrategyForm(forms.ModelForm):
@@ -36,8 +34,8 @@ class DCAStrategyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "name",
             Row(
-                Column("payment_currency", css_class="form-group col-md-6"),
-                Column("target_currency", css_class="form-group col-md-6"),
+                Column("payment_currency"),
+                Column("target_currency"),
             ),
             "notes",
         )
@@ -45,17 +43,13 @@ class DCAStrategyForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -155,11 +149,11 @@ class DCAEntryForm(forms.ModelForm):
         self.helper.layout = Layout(
             "date",
             Row(
-                Column("amount_paid", css_class="form-group col-md-6"),
-                Column("amount_received", css_class="form-group col-md-6"),
+                Column("amount_paid"),
+                Column("amount_received"),
             ),
             "notes",
-            BS5Accordion(
+            Accordion(
                 AccordionGroup(
                     _("Create transaction"),
                     Switch("create_transaction"),
@@ -168,19 +162,11 @@ class DCAEntryForm(forms.ModelForm):
                             Row(
                                 Column(
                                     "from_account",
-                                    css_class="form-group",
                                 ),
-                                css_class="form-row",
                             ),
                             Row(
-                                Column(
-                                    "from_category",
-                                    css_class="form-group col-md-6 mb-0",
-                                ),
-                                Column(
-                                    "from_tags", css_class="form-group col-md-6 mb-0"
-                                ),
-                                css_class="form-row",
+                                Column("from_category"),
+                                Column("from_tags"),
                             ),
                         ),
                         css_class="p-1 mx-1 my-3 border rounded-3",
@@ -192,14 +178,10 @@ class DCAEntryForm(forms.ModelForm):
                                     "to_account",
                                     css_class="form-group",
                                 ),
-                                css_class="form-row",
                             ),
                             Row(
-                                Column(
-                                    "to_category", css_class="form-group col-md-6 mb-0"
-                                ),
-                                Column("to_tags", css_class="form-group col-md-6 mb-0"),
-                                css_class="form-row",
+                                Column("to_category"),
+                                Column("to_tags"),
                             ),
                         ),
                         css_class="p-1 mx-1 my-3 border rounded-3",
@@ -220,17 +202,13 @@ class DCAEntryForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 

app/apps/dca/migrations/0004_alter_dcastrategy_owner_and_more.py

@@ -0,0 +1,31 @@
+# Generated by Django 5.2.4 on 2025-07-28 02:15
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('dca', '0003_dcastrategy_owner_dcastrategy_shared_with_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='dcastrategy',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='dcastrategy',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='dcastrategy',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+    ]

app/apps/export_app/forms.py

@@ -1,11 +1,10 @@
+from apps.common.widgets.crispy.submit import NoClassSubmit
 from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, HTML
+from crispy_forms.layout import HTML, Layout
 from django import forms
 from django.utils.translation import gettext_lazy as _
 
-from apps.common.widgets.crispy.submit import NoClassSubmit
-
 
 class ExportForm(forms.Form):
     users = forms.BooleanField(
@@ -115,9 +114,7 @@ class ExportForm(forms.Form):
             "dca",
             "import_profiles",
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Export"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Export"), css_class="btn btn-primary"),
             ),
         )
 
@@ -162,7 +159,7 @@ class RestoreForm(forms.Form):
         self.helper.form_method = "post"
         self.helper.layout = Layout(
             "zip_file",
-            HTML("<hr />"),
+            HTML('<hr class="hr my-3"/>'),
             "users",
             "accounts",
             "currencies",
@@ -181,9 +178,7 @@ class RestoreForm(forms.Form):
             "dca_entries",
             "import_profiles",
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Restore"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Restore"), css_class="btn btn-primary"),
             ),
         )
 

app/apps/export_app/views.py

@@ -41,11 +41,13 @@ from apps.export_app.resources.transactions import (
     RecurringTransactionResource,
 )
 from apps.export_app.resources.users import UserResource
+from apps.common.decorators.demo import disabled_on_demo
 
 logger = logging.getLogger()
 
 
 @login_required
+@disabled_on_demo
 @user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["GET"])
 def export_index(request):
@@ -53,6 +55,7 @@ def export_index(request):
 
 
 @login_required
+@disabled_on_demo
 @user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["GET", "POST"])
 def export_form(request):
@@ -182,6 +185,7 @@ def export_form(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @user_passes_test(lambda u: u.is_superuser)
 @require_http_methods(["GET", "POST"])
 def import_form(request):

app/apps/import_app/forms.py

@@ -1,3 +1,5 @@
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.import_app.models import ImportProfile
 from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import (
@@ -6,9 +8,6 @@ from crispy_forms.layout import (
 from django import forms
 from django.utils.translation import gettext_lazy as _
 
-from apps.import_app.models import ImportProfile
-from apps.common.widgets.crispy.submit import NoClassSubmit
-
 
 class ImportProfileForm(forms.ModelForm):
     class Meta:
@@ -30,17 +29,13 @@ class ImportProfileForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -57,8 +52,6 @@ class ImportRunFileUploadForm(forms.Form):
         self.helper.layout = Layout(
             "file",
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Import"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Import"), css_class="btn btn-primary"),
             ),
         )

app/apps/import_app/views.py

@@ -13,9 +13,11 @@ from apps.import_app.forms import ImportRunFileUploadForm, ImportProfileForm
 from apps.import_app.models import ImportRun, ImportProfile
 from apps.import_app.services import PresetService
 from apps.import_app.tasks import process_import
+from apps.common.decorators.demo import disabled_on_demo
 
 
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET"])
 def import_presets_list(request):
     presets = PresetService.get_all_presets()
@@ -27,6 +29,7 @@ def import_presets_list(request):
 
 
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_profile_index(request):
     return render(
@@ -37,6 +40,7 @@ def import_profile_index(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_profile_list(request):
     profiles = ImportProfile.objects.all()
@@ -50,6 +54,7 @@ def import_profile_list(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_profile_add(request):
     message = request.POST.get("message", None)
@@ -85,6 +90,7 @@ def import_profile_add(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_profile_edit(request, profile_id):
     profile = get_object_or_404(ImportProfile, id=profile_id)
@@ -114,6 +120,7 @@ def import_profile_edit(request, profile_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["DELETE"])
 def import_profile_delete(request, profile_id):
     profile = ImportProfile.objects.get(id=profile_id)
@@ -132,6 +139,7 @@ def import_profile_delete(request, profile_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_runs_list(request, profile_id):
     profile = ImportProfile.objects.get(id=profile_id)
@@ -147,6 +155,7 @@ def import_runs_list(request, profile_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_run_log(request, profile_id, run_id):
     run = ImportRun.objects.get(profile__id=profile_id, id=run_id)
@@ -160,6 +169,7 @@ def import_run_log(request, profile_id, run_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def import_run_add(request, profile_id):
     profile = ImportProfile.objects.get(id=profile_id)
@@ -202,6 +212,7 @@ def import_run_add(request, profile_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["DELETE"])
 def import_run_delete(request, profile_id, run_id):
     run = ImportRun.objects.get(profile__id=profile_id, id=run_id)

app/apps/insights/forms.py

@@ -1,15 +1,14 @@
-from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Row, Column
-from django import forms
-from django.utils.translation import gettext_lazy as _
-
 from apps.common.widgets.datepicker import (
+    AirDatePickerInput,
     AirMonthYearPickerInput,
     AirYearPickerInput,
-    AirDatePickerInput,
 )
-from apps.transactions.models import TransactionCategory
 from apps.common.widgets.tom_select import TomSelect
+from apps.transactions.models import TransactionCategory
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Column, Field, Layout, Row
+from django import forms
+from django.utils.translation import gettext_lazy as _
 
 
 class SingleMonthForm(forms.Form):
@@ -59,8 +58,8 @@ class MonthRangeForm(forms.Form):
 
         self.helper.layout = Layout(
             Row(
-                Column("month_from", css_class="form-group col-md-6"),
-                Column("month_to", css_class="form-group col-md-6"),
+                Column("month_from"),
+                Column("month_to"),
             ),
         )
 
@@ -82,8 +81,8 @@ class YearRangeForm(forms.Form):
 
         self.helper.layout = Layout(
             Row(
-                Column("year_from", css_class="form-group col-md-6"),
-                Column("year_to", css_class="form-group col-md-6"),
+                Column("year_from"),
+                Column("year_to"),
             ),
         )
 
@@ -105,8 +104,8 @@ class DateRangeForm(forms.Form):
 
         self.helper.layout = Layout(
             Row(
-                Column("date_from", css_class="form-group col-md-6"),
-                Column("date_to", css_class="form-group col-md-6"),
+                Column("date_from"),
+                Column("date_to"),
                 css_class="mb-0",
             ),
         )
@@ -117,13 +116,15 @@ class CategoryForm(forms.Form):
         required=False,
         label=_("Category"),
         empty_label=_("Uncategorized"),
-        queryset=TransactionCategory.objects.filter(active=True),
+        queryset=TransactionCategory.objects.all(),
         widget=TomSelect(clear_button=True),
     )
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
 
+        self.fields["category"].queryset = TransactionCategory.objects.all()
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.disable_csrf = True

app/apps/insights/utils/category_overview.py

@@ -9,8 +9,13 @@ from apps.currencies.models import Currency
 from apps.currencies.utils.convert import convert
 
 
-def get_categories_totals(transactions_queryset, ignore_empty=False):
-    # Get metrics for each category and currency in a single query
+def get_categories_totals(
+    transactions_queryset, ignore_empty=False, show_entities=False
+):
+    # Step 1: Aggregate transaction data by category and currency.
+    # This query calculates the total current and projected income/expense for each
+    # category by grouping transactions and summing up their amounts based on their
+    # type (income/expense) and payment status (paid/unpaid).
     category_currency_metrics = (
         transactions_queryset.values(
             "category",
@@ -74,9 +79,70 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
         .order_by("category__name")
     )
 
-    # Process the results to structure by category
+    # Step 2: Aggregate transaction data by tag, category, and currency.
+    # This is similar to the category metrics but adds tags to the grouping,
+    # allowing for a breakdown of totals by tag within each category. It also
+    # handles untagged transactions, where the 'tags' field is None.
+    tag_metrics = transactions_queryset.values(
+        "category",
+        "tags",
+        "tags__name",
+        "account__currency",
+        "account__currency__code",
+        "account__currency__name",
+        "account__currency__decimal_places",
+        "account__currency__prefix",
+        "account__currency__suffix",
+        "account__currency__exchange_currency",
+    ).annotate(
+        expense_current=Coalesce(
+            Sum(
+                Case(
+                    When(type=Transaction.Type.EXPENSE, is_paid=True, then="amount"),
+                    default=Value(0),
+                    output_field=models.DecimalField(),
+                )
+            ),
+            Decimal("0"),
+        ),
+        expense_projected=Coalesce(
+            Sum(
+                Case(
+                    When(type=Transaction.Type.EXPENSE, is_paid=False, then="amount"),
+                    default=Value(0),
+                    output_field=models.DecimalField(),
+                )
+            ),
+            Decimal("0"),
+        ),
+        income_current=Coalesce(
+            Sum(
+                Case(
+                    When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
+                    default=Value(0),
+                    output_field=models.DecimalField(),
+                )
+            ),
+            Decimal("0"),
+        ),
+        income_projected=Coalesce(
+            Sum(
+                Case(
+                    When(type=Transaction.Type.INCOME, is_paid=False, then="amount"),
+                    default=Value(0),
+                    output_field=models.DecimalField(),
+                )
+            ),
+            Decimal("0"),
+        ),
+    )
+
+    # Step 3: Initialize the main dictionary to structure the final results.
+    # The data will be organized hierarchically: category -> currency -> tags -> entities.
     result = {}
 
+    # Step 4: Process the aggregated category metrics to build the initial result structure.
+    # This loop iterates through each category's metrics and populates the `result` dict.
     for metric in category_currency_metrics:
         # Skip empty categories if ignore_empty is True
         if ignore_empty and all(
@@ -101,7 +167,11 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
         currency_id = metric["account__currency"]
 
         if category_id not in result:
-            result[category_id] = {"name": metric["category__name"], "currencies": {}}
+            result[category_id] = {
+                "name": metric["category__name"],
+                "currencies": {},
+                "tags": {},  # Add tags container
+            }
 
         # Add currency data
         currency_data = {
@@ -123,7 +193,7 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
             "total_final": total_final,
         }
 
-        # Add exchanged values if exchange_currency exists
+        # Step 4a: Handle currency conversion for category totals if an exchange currency is defined.
         if metric["account__currency__exchange_currency"]:
             from_currency = Currency.objects.get(id=currency_id)
             exchange_currency = Currency.objects.get(
@@ -162,4 +232,273 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
 
         result[category_id]["currencies"][currency_id] = currency_data
 
+    # Step 5: Process the aggregated tag metrics and integrate them into the result structure.
+    for tag_metric in tag_metrics:
+        category_id = tag_metric["category"]
+        tag_id = tag_metric["tags"]  # Will be None for untagged transactions
+
+        if category_id in result:
+            # Initialize the tag container if not exists
+            if "tags" not in result[category_id]:
+                result[category_id]["tags"] = {}
+
+            # Determine if this is a tagged or untagged transaction
+            tag_key = tag_id if tag_id is not None else "untagged"
+            tag_name = tag_metric["tags__name"] if tag_id is not None else None
+
+            if tag_key not in result[category_id]["tags"]:
+                result[category_id]["tags"][tag_key] = {
+                    "name": tag_name,
+                    "currencies": {},
+                    "entities": {},
+                }
+
+            currency_id = tag_metric["account__currency"]
+
+            # Calculate tag totals
+            tag_total_current = (
+                tag_metric["income_current"] - tag_metric["expense_current"]
+            )
+            tag_total_projected = (
+                tag_metric["income_projected"] - tag_metric["expense_projected"]
+            )
+            tag_total_income = (
+                tag_metric["income_current"] + tag_metric["income_projected"]
+            )
+            tag_total_expense = (
+                tag_metric["expense_current"] + tag_metric["expense_projected"]
+            )
+            tag_total_final = tag_total_current + tag_total_projected
+
+            tag_currency_data = {
+                "currency": {
+                    "code": tag_metric["account__currency__code"],
+                    "name": tag_metric["account__currency__name"],
+                    "decimal_places": tag_metric["account__currency__decimal_places"],
+                    "prefix": tag_metric["account__currency__prefix"],
+                    "suffix": tag_metric["account__currency__suffix"],
+                },
+                "expense_current": tag_metric["expense_current"],
+                "expense_projected": tag_metric["expense_projected"],
+                "total_expense": tag_total_expense,
+                "income_current": tag_metric["income_current"],
+                "income_projected": tag_metric["income_projected"],
+                "total_income": tag_total_income,
+                "total_current": tag_total_current,
+                "total_projected": tag_total_projected,
+                "total_final": tag_total_final,
+            }
+
+            # Step 5a: Handle currency conversion for tag totals.
+            if tag_metric["account__currency__exchange_currency"]:
+                from_currency = Currency.objects.get(id=currency_id)
+                exchange_currency = Currency.objects.get(
+                    id=tag_metric["account__currency__exchange_currency"]
+                )
+
+                exchanged = {}
+                for field in [
+                    "expense_current",
+                    "expense_projected",
+                    "income_current",
+                    "income_projected",
+                    "total_income",
+                    "total_expense",
+                    "total_current",
+                    "total_projected",
+                    "total_final",
+                ]:
+                    amount, prefix, suffix, decimal_places = convert(
+                        amount=tag_currency_data[field],
+                        from_currency=from_currency,
+                        to_currency=exchange_currency,
+                    )
+                    if amount is not None:
+                        exchanged[field] = amount
+                        if "currency" not in exchanged:
+                            exchanged["currency"] = {
+                                "prefix": prefix,
+                                "suffix": suffix,
+                                "decimal_places": decimal_places,
+                                "code": exchange_currency.code,
+                                "name": exchange_currency.name,
+                            }
+                if exchanged:
+                    tag_currency_data["exchanged"] = exchanged
+
+            result[category_id]["tags"][tag_key]["currencies"][
+                currency_id
+            ] = tag_currency_data
+
+    # Step 6: If requested, aggregate and process entity-level data.
+    if show_entities:
+        entity_metrics = transactions_queryset.values(
+            "category",
+            "tags",
+            "entities",
+            "entities__name",
+            "account__currency",
+            "account__currency__code",
+            "account__currency__name",
+            "account__currency__decimal_places",
+            "account__currency__prefix",
+            "account__currency__suffix",
+            "account__currency__exchange_currency",
+        ).annotate(
+            expense_current=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            expense_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_current=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.INCOME, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+        )
+
+        for entity_metric in entity_metrics:
+            category_id = entity_metric["category"]
+            tag_id = entity_metric["tags"]
+            entity_id = entity_metric["entities"]
+
+            if category_id in result:
+                tag_key = tag_id if tag_id is not None else "untagged"
+                if tag_key in result[category_id]["tags"]:
+                    entity_key = entity_id if entity_id is not None else "no_entity"
+                    entity_name = (
+                        entity_metric["entities__name"]
+                        if entity_id is not None
+                        else None
+                    )
+
+                    if "entities" not in result[category_id]["tags"][tag_key]:
+                        result[category_id]["tags"][tag_key]["entities"] = {}
+
+                    if (
+                        entity_key
+                        not in result[category_id]["tags"][tag_key]["entities"]
+                    ):
+                        result[category_id]["tags"][tag_key]["entities"][entity_key] = {
+                            "name": entity_name,
+                            "currencies": {},
+                        }
+
+                    currency_id = entity_metric["account__currency"]
+
+                    entity_total_current = (
+                        entity_metric["income_current"]
+                        - entity_metric["expense_current"]
+                    )
+                    entity_total_projected = (
+                        entity_metric["income_projected"]
+                        - entity_metric["expense_projected"]
+                    )
+                    entity_total_income = (
+                        entity_metric["income_current"]
+                        + entity_metric["income_projected"]
+                    )
+                    entity_total_expense = (
+                        entity_metric["expense_current"]
+                        + entity_metric["expense_projected"]
+                    )
+                    entity_total_final = entity_total_current + entity_total_projected
+
+                    entity_currency_data = {
+                        "currency": {
+                            "code": entity_metric["account__currency__code"],
+                            "name": entity_metric["account__currency__name"],
+                            "decimal_places": entity_metric[
+                                "account__currency__decimal_places"
+                            ],
+                            "prefix": entity_metric["account__currency__prefix"],
+                            "suffix": entity_metric["account__currency__suffix"],
+                        },
+                        "expense_current": entity_metric["expense_current"],
+                        "expense_projected": entity_metric["expense_projected"],
+                        "total_expense": entity_total_expense,
+                        "income_current": entity_metric["income_current"],
+                        "income_projected": entity_metric["income_projected"],
+                        "total_income": entity_total_income,
+                        "total_current": entity_total_current,
+                        "total_projected": entity_total_projected,
+                        "total_final": entity_total_final,
+                    }
+
+                    if entity_metric["account__currency__exchange_currency"]:
+                        from_currency = Currency.objects.get(id=currency_id)
+                        exchange_currency = Currency.objects.get(
+                            id=entity_metric["account__currency__exchange_currency"]
+                        )
+
+                        exchanged = {}
+                        for field in [
+                            "expense_current",
+                            "expense_projected",
+                            "income_current",
+                            "income_projected",
+                            "total_income",
+                            "total_expense",
+                            "total_current",
+                            "total_projected",
+                            "total_final",
+                        ]:
+                            amount, prefix, suffix, decimal_places = convert(
+                                amount=entity_currency_data[field],
+                                from_currency=from_currency,
+                                to_currency=exchange_currency,
+                            )
+                            if amount is not None:
+                                exchanged[field] = amount
+                                if "currency" not in exchanged:
+                                    exchanged["currency"] = {
+                                        "prefix": prefix,
+                                        "suffix": suffix,
+                                        "decimal_places": decimal_places,
+                                        "code": exchange_currency.code,
+                                        "name": exchange_currency.name,
+                                    }
+                        if exchanged:
+                            entity_currency_data["exchanged"] = exchanged
+
+                    result[category_id]["tags"][tag_key]["entities"][entity_key][
+                        "currencies"
+                    ][currency_id] = entity_currency_data
+
     return result

app/apps/insights/utils/transactions.py

@@ -13,7 +13,9 @@ from apps.insights.forms import (
 )
 
 
-def get_transactions(request, include_unpaid=True, include_silent=False):
+def get_transactions(
+    request, include_unpaid=True, include_silent=False, include_untracked_accounts=False
+):
     transactions = Transaction.objects.all()
 
     filter_type = request.GET.get("type", None)
@@ -91,6 +93,15 @@ def get_transactions(request, include_unpaid=True, include_silent=False):
         transactions = transactions.filter(is_paid=True)
 
     if not include_silent:
-        transactions = transactions.exclude(Q(category__mute=True) & ~Q(category=None))
+        transactions = transactions.exclude(
+            Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
+        )
+
+    if not include_untracked_accounts:
+        transactions = transactions.exclude(
+            account__in=request.user.untracked_accounts.all()
+        )
+
+    transactions = transactions.exclude(account__currency__is_archived=True)
 
     return transactions

app/apps/insights/views.py

@@ -1,10 +1,8 @@
-import decimal
-import json
 from collections import defaultdict
 
 from dateutil.relativedelta import relativedelta
 from django.contrib.auth.decorators import login_required
-from django.db.models import Sum, Avg, F
+from django.db.models import Sum
 from django.shortcuts import render
 from django.utils import timezone
 from django.views.decorators.http import require_http_methods
@@ -22,13 +20,13 @@ from apps.insights.utils.category_explorer import (
     get_category_sums_by_account,
     get_category_sums_by_currency,
 )
+from apps.insights.utils.category_overview import get_categories_totals
 from apps.insights.utils.sankey import (
     generate_sankey_data_by_account,
     generate_sankey_data_by_currency,
 )
 from apps.insights.utils.transactions import get_transactions
 from apps.transactions.models import TransactionCategory, Transaction
-from apps.insights.utils.category_overview import get_categories_totals
 from apps.transactions.utils.calculations import calculate_currency_totals
 
 
@@ -76,7 +74,7 @@ def index(request):
 def sankey_by_account(request):
     # Get filtered transactions
 
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_untracked_accounts=True)
 
     # Generate Sankey data
     sankey_data = generate_sankey_data_by_account(transactions)
@@ -170,17 +168,51 @@ def category_sum_by_currency(request):
 @login_required
 @require_http_methods(["GET"])
 def category_overview(request):
+    if "view_type" in request.GET:
+        view_type = request.GET["view_type"]
+        request.session["insights_category_explorer_view_type"] = view_type
+    else:
+        view_type = request.session.get("insights_category_explorer_view_type", "table")
+
+    if "show_tags" in request.GET:
+        show_tags = request.GET["show_tags"] == "on"
+        request.session["insights_category_explorer_show_tags"] = show_tags
+    else:
+        show_tags = request.session.get("insights_category_explorer_show_tags", True)
+
+    if "show_entities" in request.GET:
+        show_entities = request.GET["show_entities"] == "on"
+        request.session["insights_category_explorer_show_entities"] = show_entities
+    else:
+        show_entities = request.session.get(
+            "insights_category_explorer_show_entities", False
+        )
+
+    if "showing" in request.GET:
+        showing = request.GET["showing"]
+        request.session["insights_category_explorer_showing"] = showing
+    else:
+        showing = request.session.get("insights_category_explorer_showing", "final")
+
     # Get filtered transactions
     transactions = get_transactions(request, include_silent=True)
 
     total_table = get_categories_totals(
-        transactions_queryset=transactions, ignore_empty=False
+        transactions_queryset=transactions,
+        ignore_empty=False,
+        show_entities=show_entities,
     )
 
     return render(
         request,
         "insights/fragments/category_overview/index.html",
-        {"total_table": total_table},
+        {
+            "total_table": total_table,
+            "view_type": view_type,
+            "show_tags": show_tags,
+            "show_entities": show_entities,
+            "showing": showing,
+        },
     )
 
 
@@ -218,10 +250,14 @@ def late_transactions(request):
 @login_required
 @require_http_methods(["GET"])
 def emergency_fund(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False, account__is_asset=False
-    ).order_by(
-        "account__currency__name",
+    transactions_currency_queryset = (
+        Transaction.objects.filter(
+            is_paid=True, account__is_archived=False, account__is_asset=False
+        )
+        .exclude(account__in=request.user.untracked_accounts.all())
+        .order_by(
+            "account__currency__name",
+        )
     )
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, ignore_empty=False
@@ -239,7 +275,9 @@ def emergency_fund(request):
             reference_date__gte=start_date,
             reference_date__lte=end_date,
             category__mute=False,
+            mute=False,
         )
+        .exclude(account__in=request.user.untracked_accounts.all())
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))
     )

app/apps/mini_tools/utils/exchange_rate_map.py

@@ -40,8 +40,8 @@ def get_currency_exchange_map(date=None) -> Dict[str, dict]:
             date_diff=Func(Extract(F("date") - Value(date), "epoch"), function="ABS"),
             effective_rate=F("rate"),
         )
-        .order_by("from_currency", "to_currency", "date_diff")
-        .distinct("from_currency", "to_currency")
+        .order_by("from_currency", "to_currency", "-date_diff")
+        .distinct()
     )
 
     # Initialize the result dictionary

app/apps/monthly_overview/views.py

@@ -107,9 +107,15 @@ def transactions_list(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
-        reference_date__year=year, reference_date__month=month, account__is_asset=False
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    base_queryset = (
+        Transaction.objects.filter(
+            reference_date__year=year,
+            reference_date__month=month,
+            account__is_asset=False,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     data = calculate_currency_totals(base_queryset, ignore_empty=True)
     percentages = calculate_percentage_distribution(data)
@@ -143,7 +149,7 @@ def monthly_account_summary(request, month: int, year: int):
     base_queryset = Transaction.objects.filter(
         reference_date__year=year,
         reference_date__month=month,
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
 
     account_data = calculate_account_totals(transactions_queryset=base_queryset.all())
     account_percentages = calculate_percentage_distribution(account_data)
@@ -165,10 +171,14 @@ def monthly_account_summary(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_currency_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
-        reference_date__year=year,
-        reference_date__month=month,
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    base_queryset = (
+        Transaction.objects.filter(
+            reference_date__year=year,
+            reference_date__month=month,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
     currency_percentages = calculate_percentage_distribution(currency_data)

app/apps/net_worth/urls.py

@@ -5,4 +5,5 @@ from . import views
 urlpatterns = [
     path("net-worth/current/", views.net_worth_current, name="net_worth_current"),
     path("net-worth/projected/", views.net_worth_projected, name="net_worth_projected"),
+    path("net-worth/", views.net_worth, name="net_worth"),
 ]

app/apps/net_worth/utils/calculate_net_worth.py

@@ -2,25 +2,39 @@ from collections import OrderedDict, defaultdict
 from decimal import Decimal
 
 from dateutil.relativedelta import relativedelta
-from django.db.models import Sum, Min, Max, Case, When, F, Value, DecimalField
+from django.db.models import Sum, Min, Max, Case, When, F, Value, DecimalField, Q
 from django.db.models.functions import TruncMonth
 from django.template.defaultfilters import date as date_filter
 from django.utils import timezone
 
 from apps.accounts.models import Account
+from apps.common.middleware.thread_local import get_current_user
 from apps.currencies.models import Currency
 from apps.transactions.models import Transaction
 
 
-def calculate_historical_currency_net_worth(is_paid=True):
-    transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
-
+def calculate_historical_currency_net_worth(queryset):
     # Get all currencies and date range in a single query
-    aggregates = Transaction.objects.aggregate(
+    aggregates = queryset.aggregate(
         min_date=Min("reference_date"),
         max_date=Max("reference_date"),
     )
-    currencies = list(Currency.objects.values_list("name", flat=True))
+
+    user = get_current_user()
+
+    currencies = list(
+        Currency.objects.filter(
+            Q(accounts__visibility="public")
+            | Q(accounts__owner=user)
+            | Q(accounts__shared_with=user)
+            | Q(accounts__visibility="private", accounts__owner=None),
+            accounts__is_archived=False,
+            accounts__isnull=False,
+            is_archived=False,
+        )
+        .values_list("name", flat=True)
+        .distinct()
+    )
 
     if not aggregates.get("min_date"):
         start_date = timezone.localdate(timezone.now())
@@ -34,8 +48,7 @@ def calculate_historical_currency_net_worth(is_paid=True):
 
     # Calculate cumulative balances for each account, currency, and month
     cumulative_balances = (
-        Transaction.objects.filter(**transactions_params)
-        .annotate(month=TruncMonth("reference_date"))
+        queryset.annotate(month=TruncMonth("reference_date"))
         .values("account__currency__name", "month")
         .annotate(
             balance=Sum(
@@ -94,15 +107,14 @@ def calculate_historical_currency_net_worth(is_paid=True):
     return historical_net_worth
 
 
-def calculate_historical_account_balance(is_paid=True):
-    transactions_params = {**{k: v for k, v in [("is_paid", True)] if is_paid}}
+def calculate_historical_account_balance(queryset):
     # Get all accounts
     accounts = Account.objects.filter(
         is_archived=False,
     )
 
     # Get the date range
-    date_range = Transaction.objects.filter(**transactions_params).aggregate(
+    date_range = queryset.aggregate(
         min_date=Min("reference_date"), max_date=Max("reference_date")
     )
 
@@ -118,8 +130,7 @@ def calculate_historical_account_balance(is_paid=True):
 
     # Calculate balances for each account and month
     balances = (
-        Transaction.objects.filter(**transactions_params)
-        .annotate(month=TruncMonth("reference_date"))
+        queryset.annotate(month=TruncMonth("reference_date"))
         .values("account", "month")
         .annotate(
             balance=Sum(
@@ -171,3 +182,29 @@ def calculate_historical_account_balance(is_paid=True):
         historical_account_balance[date_filter(end_date, "b Y")] = month_data
 
     return historical_account_balance
+
+
+def calculate_monthly_net_worth_difference(historical_net_worth):
+    diff_dict = OrderedDict()
+    if not historical_net_worth:
+        return diff_dict
+
+    # Get all currencies
+    currencies = set()
+    for data in historical_net_worth.values():
+        currencies.update(data.keys())
+
+    # Initialize prev_values for all currencies
+    prev_values = {currency: Decimal("0.00") for currency in currencies}
+
+    for month, values in historical_net_worth.items():
+        diff_values = {}
+        for currency in sorted(list(currencies)):
+            current_val = values.get(currency, Decimal("0.00"))
+            prev_val = prev_values.get(currency, Decimal("0.00"))
+            diff_values[currency] = current_val - prev_val
+
+        diff_dict[month] = diff_values
+        prev_values = values.copy()
+
+    return diff_dict

app/apps/net_worth/views.py

@@ -2,12 +2,13 @@ import json
 
 from django.contrib.auth.decorators import login_required
 from django.core.serializers.json import DjangoJSONEncoder
-from django.shortcuts import render
+from django.shortcuts import render, redirect
 from django.views.decorators.http import require_http_methods
 
 from apps.net_worth.utils.calculate_net_worth import (
     calculate_historical_currency_net_worth,
     calculate_historical_account_balance,
+    calculate_monthly_net_worth_difference,
 )
 from apps.transactions.models import Transaction
 from apps.transactions.utils.calculations import (
@@ -18,129 +19,51 @@ from apps.transactions.utils.calculations import (
 
 @login_required
 @require_http_methods(["GET"])
-def net_worth_current(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False
-    ).order_by(
-        "account__currency__name",
-    )
-    transactions_account_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False
-    ).order_by(
-        "account__group__name",
-        "account__name",
-    )
+def net_worth(request):
+    if "view_type" in request.GET:
+        view_type = request.GET["view_type"]
+        request.session["networth_view_type"] = view_type
+    else:
+        view_type = request.session.get("networth_view_type", "current")
 
-    currency_net_worth = calculate_currency_totals(
-        transactions_queryset=transactions_currency_queryset
-    )
-    account_net_worth = calculate_account_totals(
-        transactions_queryset=transactions_account_queryset
-    )
-
-    historical_currency_net_worth = calculate_historical_currency_net_worth()
-
-    labels = (
-        list(historical_currency_net_worth.keys())
-        if historical_currency_net_worth
-        else []
-    )
-    currencies = (
-        list(historical_currency_net_worth[labels[0]].keys())
-        if historical_currency_net_worth
-        else []
-    )
-
-    datasets = []
-    for i, currency in enumerate(currencies):
-        data = [
-            float(month_data[currency])
-            for month_data in historical_currency_net_worth.values()
-        ]
-        datasets.append(
-            {
-                "label": currency,
-                "data": data,
-                "yAxisID": f"y{i}",
-                "fill": False,
-                "tension": 0.1,
-            }
+    if view_type == "current":
+        transactions_currency_queryset = (
+            Transaction.objects.filter(is_paid=True, account__is_archived=False)
+            .order_by(
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+        )
+        transactions_account_queryset = Transaction.objects.filter(
+            is_paid=True, account__is_archived=False
+        ).order_by(
+            "account__group__name",
+            "account__name",
+        )
+    else:
+        transactions_currency_queryset = (
+            Transaction.objects.filter(account__is_archived=False)
+            .order_by(
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+        )
+        transactions_account_queryset = Transaction.objects.filter(
+            account__is_archived=False
+        ).order_by(
+            "account__group__name",
+            "account__name",
         )
 
-    chart_data_currency = {"labels": labels, "datasets": datasets}
-
-    chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)
-
-    historical_account_balance = calculate_historical_account_balance()
-
-    labels = (
-        list(historical_account_balance.keys()) if historical_account_balance else []
-    )
-    accounts = (
-        list(historical_account_balance[labels[0]].keys())
-        if historical_account_balance
-        else []
-    )
-
-    datasets = []
-    for i, account in enumerate(accounts):
-        data = [
-            float(month_data[account])
-            for month_data in historical_account_balance.values()
-        ]
-        datasets.append(
-            {
-                "label": account,
-                "data": data,
-                "fill": False,
-                "tension": 0.1,
-                "yAxisID": f"y-axis-{i}",  # Assign each dataset to its own Y-axis
-            }
-        )
-
-    chart_data_accounts = {"labels": labels, "datasets": datasets}
-
-    chart_data_accounts_json = json.dumps(chart_data_accounts, cls=DjangoJSONEncoder)
-
-    return render(
-        request,
-        "net_worth/net_worth.html",
-        {
-            "currency_net_worth": currency_net_worth,
-            "account_net_worth": account_net_worth,
-            "chart_data_currency_json": chart_data_currency_json,
-            "currencies": currencies,
-            "chart_data_accounts_json": chart_data_accounts_json,
-            "accounts": accounts,
-            "type": "current",
-        },
-    )
-
-
-@login_required
-@require_http_methods(["GET"])
-def net_worth_projected(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        account__is_archived=False
-    ).order_by(
-        "account__currency__name",
-    )
-    transactions_account_queryset = Transaction.objects.filter(
-        account__is_archived=False
-    ).order_by(
-        "account__group__name",
-        "account__name",
-    )
-
     currency_net_worth = calculate_currency_totals(
-        transactions_queryset=transactions_currency_queryset
+        transactions_queryset=transactions_currency_queryset, deep_search=True
     )
     account_net_worth = calculate_account_totals(
         transactions_queryset=transactions_account_queryset
     )
 
     historical_currency_net_worth = calculate_historical_currency_net_worth(
-        is_paid=False
+        queryset=transactions_currency_queryset
     )
 
     labels = (
@@ -174,7 +97,41 @@ def net_worth_projected(request):
 
     chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)
 
-    historical_account_balance = calculate_historical_account_balance(is_paid=False)
+    monthly_difference_data = calculate_monthly_net_worth_difference(
+        historical_net_worth=historical_currency_net_worth
+    )
+
+    diff_labels = (
+        list(monthly_difference_data.keys()) if monthly_difference_data else []
+    )
+    diff_currencies = (
+        list(monthly_difference_data[diff_labels[0]].keys())
+        if monthly_difference_data and diff_labels
+        else []
+    )
+
+    diff_datasets = []
+    for i, currency in enumerate(diff_currencies):
+        data = [
+            float(month_data.get(currency, 0))
+            for month_data in monthly_difference_data.values()
+        ]
+        diff_datasets.append(
+            {
+                "label": currency,
+                "data": data,
+                "borderWidth": 3,
+            }
+        )
+
+    chart_data_monthly_difference = {"labels": diff_labels, "datasets": diff_datasets}
+    chart_data_monthly_difference_json = json.dumps(
+        chart_data_monthly_difference, cls=DjangoJSONEncoder
+    )
+
+    historical_account_balance = calculate_historical_account_balance(
+        queryset=transactions_account_queryset
+    )
 
     labels = (
         list(historical_account_balance.keys()) if historical_account_balance else []
@@ -215,6 +172,23 @@ def net_worth_projected(request):
             "currencies": currencies,
             "chart_data_accounts_json": chart_data_accounts_json,
             "accounts": accounts,
-            "type": "projected",
+            "type": view_type,
+            "chart_data_monthly_difference_json": chart_data_monthly_difference_json,
         },
     )
+
+
+@login_required
+@require_http_methods(["GET"])
+def net_worth_current(request):
+    request.session["networth_view_type"] = "current"
+
+    return redirect("net_worth")
+
+
+@login_required
+@require_http_methods(["GET"])
+def net_worth_projected(request):
+    request.session["networth_view_type"] = "projected"
+
+    return redirect("net_worth")

app/apps/rules/forms.py

@@ -1,24 +1,31 @@
-from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
-from crispy_forms.bootstrap import FormActions, AccordionGroup
+from apps.common.fields.forms.dynamic_select import DynamicModelChoiceField
+from apps.common.widgets.crispy.daisyui import Switch
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.tom_select import TomSelect, TransactionSelect
+from apps.rules.models import (
+    TransactionRule,
+    TransactionRuleAction,
+    UpdateOrCreateTransactionRuleAction,
+)
+from apps.transactions.forms import BulkEditTransactionForm
+from apps.transactions.models import Transaction
+from crispy_forms.bootstrap import AccordionGroup, FormActions, Accordion
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Row, Column
+from crispy_forms.layout import HTML, Column, Field, Layout, Row
 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.rules.models import TransactionRule, UpdateOrCreateTransactionRuleAction
-from apps.rules.models import TransactionRuleAction
-
 
 class TransactionRuleForm(forms.ModelForm):
     class Meta:
         model = TransactionRule
         fields = "__all__"
+        exclude = ("owner", "shared_with", "visibility")
         labels = {
             "on_create": _("Run on creation"),
             "on_update": _("Run on update"),
+            "on_delete": _("Run on delete"),
             "trigger": _("If..."),
         }
         widgets = {"description": forms.widgets.TextInput}
@@ -33,7 +40,13 @@ class TransactionRuleForm(forms.ModelForm):
         self.helper.layout = Layout(
             Switch("active"),
             "name",
-            Row(Column(Switch("on_update")), Column(Switch("on_create"))),
+            Row(
+                Column(Switch("on_update")),
+                Column(Switch("on_create")),
+                Column(Switch("on_delete")),
+            ),
+            "order",
+            Switch("sequenced"),
             "description",
             "trigger",
         )
@@ -41,17 +54,13 @@ class TransactionRuleForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -59,10 +68,11 @@ class TransactionRuleForm(forms.ModelForm):
 class TransactionRuleActionForm(forms.ModelForm):
     class Meta:
         model = TransactionRuleAction
-        fields = ("value", "field")
+        fields = ("value", "field", "order")
         labels = {
             "field": _("Set field"),
             "value": _("To"),
+            "order": _("Order"),
         }
         widgets = {"field": TomSelect(clear_button=False)}
 
@@ -76,6 +86,7 @@ class TransactionRuleActionForm(forms.ModelForm):
         self.helper.form_method = "post"
         # TO-DO: Add helper with available commands
         self.helper.layout = Layout(
+            "order",
             "field",
             "value",
         )
@@ -83,17 +94,13 @@ class TransactionRuleActionForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -141,9 +148,11 @@ 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 = {
+            "order": _("Order"),
             "search_account_operator": _("Operator"),
             "search_type_operator": _("Operator"),
             "search_is_paid_operator": _("Operator"),
@@ -157,6 +166,7 @@ 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"),
@@ -170,6 +180,7 @@ 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"),
@@ -183,6 +194,7 @@ 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):
@@ -194,138 +206,149 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         self.helper.form_method = "post"
 
         self.helper.layout = Layout(
-            BS5Accordion(
+            "order",
+            Accordion(
                 AccordionGroup(
                     _("Search Criteria"),
                     Field("filter", rows=1),
                     Row(
                         Column(
                             Field("search_type_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_type", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_is_paid_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_is_paid", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
+                        ),
+                    ),
+                    Row(
+                        Column(
+                            Field("search_mute_operator"),
+                            css_class="col-span-12 md:col-span-4",
+                        ),
+                        Column(
+                            Field("search_mute", rows=1),
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_account_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_account", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_entities_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_entities", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_date_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_date", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_reference_date_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_reference_date", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_description_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_description", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_amount_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_amount", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_category_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_category", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_tags_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_tags", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_notes_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_notes", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_internal_note_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_internal_note", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     Row(
                         Column(
                             Field("search_internal_id_operator"),
-                            css_class="form-group col-md-4",
+                            css_class="col-span-12 md:col-span-4",
                         ),
                         Column(
                             Field("search_internal_id", rows=1),
-                            css_class="form-group col-md-8",
+                            css_class="col-span-12 md:col-span-8",
                         ),
                     ),
                     active=True,
@@ -334,6 +357,7 @@ 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),
@@ -355,17 +379,13 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -375,3 +395,106 @@ 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-primary"),
+            ),
+        )
+
+        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-primary"),
+            ),
+        )
+
+        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 class="hr my-3" />'))
+
+        # Change submit button
+        self.helper.layout[-1] = FormActions(
+            NoClassSubmit("submit", _("Test"), css_class="btn btn-primary")
+        )
+
+        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/0013_transactionrule_on_delete.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.7 on 2025-03-09 03:45
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0012_transactionrule_owner_transactionrule_shared_with_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transactionrule',
+            name='on_delete',
+            field=models.BooleanField(default=False),
+        ),
+    ]

app/apps/rules/migrations/0014_alter_transactionrule_owner_and_more.py

@@ -0,0 +1,31 @@
+# Generated by Django 5.2.4 on 2025-07-28 02:15
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('rules', '0013_transactionrule_on_delete'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transactionrule',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='transactionrule',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='transactionrule',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+    ]

app/apps/rules/migrations/0015_alter_transactionruleaction_options_and_more.py

@@ -0,0 +1,39 @@
+# Generated by Django 5.2 on 2025-08-30 18:48
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("rules", "0014_alter_transactionrule_owner_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name="transactionruleaction",
+            options={
+                "ordering": ["order"],
+                "verbose_name": "Edit transaction action",
+                "verbose_name_plural": "Edit transaction actions",
+            },
+        ),
+        migrations.AlterModelOptions(
+            name="updateorcreatetransactionruleaction",
+            options={
+                "ordering": ["order"],
+                "verbose_name": "Update or create transaction action",
+                "verbose_name_plural": "Update or create transaction actions",
+            },
+        ),
+        migrations.AddField(
+            model_name="transactionruleaction",
+            name="order",
+            field=models.PositiveIntegerField(default=0, verbose_name="Order"),
+        ),
+        migrations.AddField(
+            model_name="updateorcreatetransactionruleaction",
+            name="order",
+            field=models.PositiveIntegerField(default=0, verbose_name="Order"),
+        ),
+    ]

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

@@ -9,9 +9,15 @@ class TransactionRule(SharedObject):
     active = models.BooleanField(default=True)
     on_update = models.BooleanField(default=False)
     on_create = models.BooleanField(default=True)
+    on_delete = models.BooleanField(default=False)
     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
@@ -31,12 +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,
@@ -50,6 +59,7 @@ class TransactionRuleAction(models.Model):
         verbose_name=_("Field"),
     )
     value = models.TextField(verbose_name=_("Value"))
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     def __str__(self):
         return f"{self.rule} - {self.field} - {self.value}"
@@ -58,6 +68,11 @@ class TransactionRuleAction(models.Model):
         verbose_name = _("Edit transaction action")
         verbose_name_plural = _("Edit transaction actions")
         unique_together = (("rule", "field"),)
+        ordering = ["order"]
+
+    @property
+    def action_type(self):
+        return "edit_transaction"
 
 
 class UpdateOrCreateTransactionRuleAction(models.Model):
@@ -236,6 +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"),
@@ -289,10 +315,21 @@ 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:
         verbose_name = _("Update or create transaction action")
         verbose_name_plural = _("Update or create transaction actions")
+        ordering = ["order"]
+
+    @property
+    def action_type(self):
+        return "update_or_create_transaction"
 
     def __str__(self):
         return f"Update or create transaction action for {self.rule}"
@@ -324,6 +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

@@ -1,17 +1,34 @@
+from django.conf import settings
 from django.dispatch import receiver
 
 from apps.transactions.models import (
     Transaction,
     transaction_created,
     transaction_updated,
+    transaction_deleted,
 )
 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 = serialize_transaction(sender, deleted=True)
+
+        check_for_transaction_rules.defer(
+            transaction_data=transaction_data,
+            user_id=get_current_user().id,
+            signal="transaction_deleted",
+            is_hard_deleted=kwargs.get("hard_delete", not settings.ENABLE_SOFT_DELETE),
+        )
+        return
+
     for dca_entry in sender.dca_expense_entries.all():
         dca_entry.amount_paid = sender.amount
         dca_entry.save()
@@ -19,6 +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,
@@ -27,4 +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

@@ -0,0 +1,101 @@
+import logging
+from decimal import Decimal
+
+from django.db.models import Sum, Value, DecimalField, Case, When, F
+from django.db.models.functions import Coalesce
+
+from apps.transactions.models import (
+    Transaction,
+)
+
+logger = logging.getLogger(__name__)
+
+
+class TransactionsGetter:
+    def __init__(self, **filters):
+        self.__queryset = Transaction.objects.filter(**filters)
+
+    def exclude(self, **exclude_filters):
+        self.__queryset = self.__queryset.exclude(**exclude_filters)
+
+        return self
+
+    @property
+    def sum(self):
+        return self.__queryset.aggregate(
+            total=Coalesce(
+                Sum("amount"), Value(Decimal("0")), output_field=DecimalField()
+            )
+        )["total"]
+
+    @property
+    def balance(self):
+        return abs(
+            self.__queryset.aggregate(
+                balance=Coalesce(
+                    Sum(
+                        Case(
+                            When(type=Transaction.Type.EXPENSE, then=-F("amount")),
+                            default=F("amount"),
+                            output_field=DecimalField(),
+                        )
+                    ),
+                    Value(Decimal("0")),
+                    output_field=DecimalField(),
+                )
+            )["balance"]
+        )
+
+    @property
+    def raw_balance(self):
+        return self.__queryset.aggregate(
+            balance=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.EXPENSE, then=-F("amount")),
+                        default=F("amount"),
+                        output_field=DecimalField(),
+                    )
+                ),
+                Value(Decimal("0")),
+                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,
+        "installment_id": sender.installment_id if sender.installment_plan else None,
+        "installment_total": (
+            sender.installment_plan.number_of_installments
+            if sender.installment_plan is not None
+            else None
+        ),
+        "installment": sender.installment_plan is not None,
+        "recurring_transaction": sender.recurring_transaction is not None,
+    }

app/apps/rules/views.py

@@ -1,5 +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 _
@@ -10,6 +15,9 @@ from apps.rules.forms import (
     TransactionRuleForm,
     TransactionRuleActionForm,
     UpdateOrCreateTransactionRuleActionForm,
+    DryRunCreatedTransacion,
+    DryRunDeletedTransacion,
+    DryRunUpdatedTransactionForm,
 )
 from apps.rules.models import (
     TransactionRule,
@@ -18,9 +26,16 @@ 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
+@disabled_on_demo
 @require_http_methods(["GET"])
 def rules_index(request):
     return render(
@@ -31,9 +46,10 @@ def rules_index(request):
 
 @only_htmx
 @login_required
+@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",
@@ -43,6 +59,7 @@ def rules_list(request):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_toggle_activity(request, transaction_rule_id, **kwargs):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
@@ -65,6 +82,7 @@ def transaction_rule_toggle_activity(request, transaction_rule_id, **kwargs):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_add(request, **kwargs):
     if request.method == "POST":
@@ -91,6 +109,7 @@ def transaction_rule_add(request, **kwargs):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_edit(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
@@ -129,19 +148,31 @@ def transaction_rule_edit(request, transaction_rule_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 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()
+    )
+
+    all_actions = sorted(
+        chain(edit_actions, update_or_create_actions),
+        key=lambda a: a.order,
+    )
+
     return render(
         request,
         "rules/fragments/transaction_rule/view.html",
-        {"transaction_rule": transaction_rule},
+        {"transaction_rule": transaction_rule, "all_actions": all_actions},
     )
 
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["DELETE"])
 def transaction_rule_delete(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
@@ -166,6 +197,7 @@ def transaction_rule_delete(request, transaction_rule_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET"])
 def transaction_rule_take_ownership(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
@@ -187,6 +219,7 @@ def transaction_rule_take_ownership(request, transaction_rule_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_share(request, pk):
     obj = get_object_or_404(TransactionRule, id=pk)
@@ -225,6 +258,7 @@ def transaction_rule_share(request, pk):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_action_add(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
@@ -252,6 +286,7 @@ def transaction_rule_action_add(request, transaction_rule_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_action_edit(request, transaction_rule_action_id):
     transaction_rule_action = get_object_or_404(
@@ -289,6 +324,7 @@ def transaction_rule_action_edit(request, transaction_rule_action_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["DELETE"])
 def transaction_rule_action_delete(request, transaction_rule_action_id):
     transaction_rule_action = get_object_or_404(
@@ -309,6 +345,7 @@ def transaction_rule_action_delete(request, transaction_rule_action_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
@@ -340,6 +377,7 @@ def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def update_or_create_transaction_rule_action_edit(request, pk):
     linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
@@ -374,6 +412,7 @@ def update_or_create_transaction_rule_action_edit(request, pk):
 
 @only_htmx
 @login_required
+@disabled_on_demo
 @require_http_methods(["DELETE"])
 def update_or_create_transaction_rule_action_delete(request, pk):
     linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
@@ -390,3 +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/updated.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/admin.py

@@ -7,6 +7,7 @@ from apps.transactions.models import (
     InstallmentPlan,
     RecurringTransaction,
     TransactionEntity,
+    QuickTransaction,
 )
 from apps.common.admin import SharedObjectModelAdmin
 
@@ -49,19 +50,22 @@ class TransactionInline(admin.TabularInline):
 
 
 @admin.register(InstallmentPlan)
-class InstallmentPlanAdmin(SharedObjectModelAdmin):
+class InstallmentPlanAdmin(admin.ModelAdmin):
     inlines = [
         TransactionInline,
     ]
 
 
 @admin.register(RecurringTransaction)
-class RecurringTransactionAdmin(SharedObjectModelAdmin):
+class RecurringTransactionAdmin(admin.ModelAdmin):
     inlines = [
         TransactionInline,
     ]
 
 
+admin.site.register(QuickTransaction)
+
+
 @admin.register(TransactionCategory)
 class TransactionCategoryModelAdmin(SharedObjectModelAdmin):
     pass

app/apps/transactions/filters.py

@@ -1,11 +1,4 @@
 import django_filters
-from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Row, Column
-from django import forms
-from django.db.models import Q
-from django.utils.translation import gettext_lazy as _
-from django_filters import Filter
-
 from apps.accounts.models import Account
 from apps.common.fields.month_year import MonthYearFormField
 from apps.common.widgets.datepicker import AirDatePickerInput
@@ -15,9 +8,15 @@ from apps.currencies.models import Currency
 from apps.transactions.models import (
     Transaction,
     TransactionCategory,
-    TransactionTag,
     TransactionEntity,
+    TransactionTag,
 )
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import Column, Field, Layout, Row
+from django import forms
+from django.db.models import Q
+from django.utils.translation import gettext_lazy as _
+from django_filters import Filter
 
 SITUACAO_CHOICES = (
     ("1", _("Paid")),
@@ -60,26 +59,20 @@ class TransactionsFilter(django_filters.FilterSet):
         label=_("Currencies"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
     )
-    category = django_filters.ModelMultipleChoiceFilter(
-        field_name="category__name",
-        queryset=TransactionCategory.objects.all(),
-        to_field_name="name",
+    category = django_filters.MultipleChoiceFilter(
         label=_("Categories"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+        method="filter_category",
     )
-    tags = django_filters.ModelMultipleChoiceFilter(
-        field_name="tags__name",
-        queryset=TransactionTag.objects.all(),
-        to_field_name="name",
+    tags = django_filters.MultipleChoiceFilter(
         label=_("Tags"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+        method="filter_tags",
     )
-    entities = django_filters.ModelMultipleChoiceFilter(
-        field_name="entities__name",
-        queryset=TransactionEntity.objects.all(),
-        to_field_name="name",
+    entities = django_filters.MultipleChoiceFilter(
         label=_("Entities"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+        method="filter_entities",
     )
     is_paid = django_filters.MultipleChoiceFilter(
         choices=SITUACAO_CHOICES,
@@ -125,6 +118,7 @@ class TransactionsFilter(django_filters.FilterSet):
             "is_paid",
             "category",
             "tags",
+            "entities",
             "date_start",
             "date_end",
             "reference_date_start",
@@ -164,14 +158,12 @@ class TransactionsFilter(django_filters.FilterSet):
             Field("description"),
             Row(Column("date_start"), Column("date_end")),
             Row(
-                Column("reference_date_start", css_class="form-group col-md-6 mb-0"),
-                Column("reference_date_end", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("reference_date_start"),
+                Column("reference_date_end"),
             ),
             Row(
-                Column("from_amount", css_class="form-group col-md-6 mb-0"),
-                Column("to_amount", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("from_amount"),
+                Column("to_amount"),
             ),
             Field("account", size=1),
             Field("currency", size=1),
@@ -186,6 +178,93 @@ class TransactionsFilter(django_filters.FilterSet):
         self.form.fields["date_end"].widget = AirDatePickerInput()
 
         self.form.fields["account"].queryset = Account.objects.all()
-        self.form.fields["category"].queryset = TransactionCategory.objects.all()
-        self.form.fields["tags"].queryset = TransactionTag.objects.all()
-        self.form.fields["entities"].queryset = TransactionEntity.objects.all()
+        category_choices = list(
+            TransactionCategory.objects.values_list("name", "name").order_by("name")
+        )
+        custom_choices = [
+            ("any", _("Categorized")),
+            ("uncategorized", _("Uncategorized")),
+        ]
+        self.form.fields["category"].choices = custom_choices + category_choices
+        tag_choices = list(
+            TransactionTag.objects.values_list("name", "name").order_by("name")
+        )
+        custom_tag_choices = [("any", _("Tagged")), ("untagged", _("Untagged"))]
+        self.form.fields["tags"].choices = custom_tag_choices + tag_choices
+        entity_choices = list(
+            TransactionEntity.objects.values_list("name", "name").order_by("name")
+        )
+        custom_entity_choices = [
+            ("any", _("Any entity")),
+            ("no_entity", _("No entity")),
+        ]
+        self.form.fields["entities"].choices = custom_entity_choices + entity_choices
+
+    @staticmethod
+    def filter_category(queryset, name, value):
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        if "any" in value:
+            return queryset.filter(category__isnull=False)
+
+        q = Q()
+        if "uncategorized" in value:
+            q |= Q(category__isnull=True)
+            value.remove("uncategorized")
+
+        if value:
+            q |= Q(category__name__in=value)
+
+        if q.children:
+            return queryset.filter(q)
+
+        return queryset
+
+    @staticmethod
+    def filter_tags(queryset, name, value):
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        if "any" in value:
+            return queryset.filter(tags__isnull=False).distinct()
+
+        q = Q()
+        if "untagged" in value:
+            q |= Q(tags__isnull=True)
+            value.remove("untagged")
+
+        if value:
+            q |= Q(tags__name__in=value)
+
+        if q.children:
+            return queryset.filter(q).distinct()
+
+        return queryset
+
+    @staticmethod
+    def filter_entities(queryset, name, value):
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        if "any" in value:
+            return queryset.filter(entities__isnull=False).distinct()
+
+        q = Q()
+        if "no_entity" in value:
+            q |= Q(entities__isnull=True)
+            value.remove("no_entity")
+
+        if value:
+            q |= Q(entities__name__in=value)
+
+        if q.children:
+            return queryset.filter(q).distinct()
+
+        return queryset

app/apps/transactions/forms.py

@@ -1,35 +1,38 @@
-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,
-    Row,
-    Column,
-    Field,
-)
-from django import forms
-from django.db.models import Q
-from django.utils.translation import gettext_lazy as _
+from copy import deepcopy
 
 from apps.accounts.models import Account
 from apps.common.fields.forms.dynamic_select import (
     DynamicModelChoiceField,
     DynamicModelMultipleChoiceField,
 )
+from apps.common.widgets.crispy.daisyui import Switch
 from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.datepicker import AirDatePickerInput, AirMonthYearPickerInput
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
 from apps.common.widgets.tom_select import TomSelect
 from apps.rules.signals import transaction_created, transaction_updated
 from apps.transactions.models import (
+    InstallmentPlan,
+    QuickTransaction,
+    RecurringTransaction,
     Transaction,
     TransactionCategory,
-    TransactionTag,
-    InstallmentPlan,
-    RecurringTransaction,
     TransactionEntity,
+    TransactionTag,
 )
-from apps.common.middleware.thread_local import get_current_user
+from crispy_forms.bootstrap import AccordionGroup, AppendedText, FormActions, Accordion
+from crispy_forms.helper import FormHelper
+from crispy_forms.layout import (
+    HTML,
+    Column,
+    Div,
+    Field,
+    Layout,
+    Row,
+)
+from django import forms
+from django.db.models import Q
+from django.utils.translation import gettext_lazy as _
 
 
 class TransactionForm(forms.ModelForm):
@@ -130,21 +133,18 @@ class TransactionForm(forms.ModelForm):
             ),
             Field("is_paid", template="transactions/widgets/paid_toggle_button.html"),
             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",
+                Column("account"),
+                Column("entities"),
             ),
             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",
+                Column(Field("date")),
+                Column(Field("reference_date")),
             ),
             "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",
+                Column("category"),
+                Column("tags"),
             ),
             "notes",
         )
@@ -160,20 +160,18 @@ class TransactionForm(forms.ModelForm):
             Field("is_paid", template="transactions/widgets/paid_toggle_button.html"),
             "account",
             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",
+                Column(Field("date")),
+                Column(Field("reference_date")),
             ),
             "description",
             Field("amount", inputmode="decimal"),
-            BS5Accordion(
+            Accordion(
                 AccordionGroup(
                     _("More"),
                     "entities",
                     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",
+                        Column("category"),
+                        Column("tags"),
                     ),
                     "notes",
                     active=False,
@@ -183,9 +181,7 @@ class TransactionForm(forms.ModelForm):
                 css_class="mb-3",
             ),
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
             ),
         )
 
@@ -198,18 +194,25 @@ class TransactionForm(forms.ModelForm):
             )
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
             self.helper.layout.append(
-                FormActions(
+                Div(
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                     NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                        "submit_and_similar",
+                        _("Save and add similar"),
+                        css_class="btn btn-primary btn-soft",
                     ),
+                    NoClassSubmit(
+                        "submit_and_another",
+                        _("Save and add another"),
+                        css_class="btn btn-primary btn-soft",
+                    ),
+                    css_class="flex flex-col gap-2 mt-3",
                 ),
             )
 
@@ -226,51 +229,261 @@ 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
 
 
-class BulkEditTransactionForm(TransactionForm):
-    is_paid = forms.NullBooleanField(required=False)
+class QuickTransactionForm(forms.ModelForm):
+    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"),
+    )
+    account = forms.ModelChoiceField(
+        queryset=Account.objects.filter(is_archived=False),
+        label=_("Account"),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+
+    class Meta:
+        model = QuickTransaction
+        fields = [
+            "name",
+            "account",
+            "type",
+            "is_paid",
+            "amount",
+            "description",
+            "notes",
+            "category",
+            "tags",
+            "entities",
+            "mute",
+        ]
+        widgets = {
+            "notes": forms.Textarea(attrs={"rows": 3}),
+            "account": TomSelect(clear_button=False, group_by="group"),
+        }
+        help_texts = {
+            "mute": _("Muted transactions won't be displayed on monthly summaries")
+        }
 
     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
+        # if editing a transaction display non-archived items and it's own item even if it's archived
+        if self.instance.id:
+            self.fields["account"].queryset = Account.objects.filter(
+                Q(is_archived=False) | Q(transactions=self.instance.id),
+            )
 
-        self.helper.layout.insert(
-            0,
+            self.fields["category"].queryset = TransactionCategory.objects.filter(
+                Q(active=True) | Q(transaction=self.instance.id)
+            )
+
+            self.fields["tags"].queryset = TransactionTag.objects.filter(
+                Q(active=True) | Q(transaction=self.instance.id)
+            )
+
+            self.fields["entities"].queryset = TransactionEntity.objects.filter(
+                Q(active=True) | Q(transactions=self.instance.id)
+            )
+        else:
+            self.fields["account"].queryset = Account.objects.filter(
+                is_archived=False,
+            )
+
+            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/income_expense_toggle_buttons.html",
+            ),
+            Field("is_paid", template="transactions/widgets/paid_toggle_button.html"),
+            "name",
+            HTML('<hr class="hr my-3" />'),
+            Row(
+                Column("account"),
+                Column("entities"),
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category"),
+                Column("tags"),
+            ),
+            "notes",
+            Switch("mute"),
+        )
+
+        if self.instance and self.instance.pk:
+            decimal_places = self.instance.account.currency.decimal_places
+            self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
+                decimal_places=decimal_places
+            )
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
+                ),
+            )
+        else:
+            self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
+                ),
+            )
+
+
+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)
+
+        self.fields["account"].queryset = Account.objects.filter(
+            is_archived=False,
+        )
+
+        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"),
+                Column("entities"),
+            ),
+            Row(
+                Column(Field("date")),
+                Column(Field("reference_date")),
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category"),
+                Column("tags"),
+            ),
+            "notes",
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
             ),
         )
 
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(
@@ -334,7 +547,9 @@ class TransferForm(forms.Form):
         widget=AirMonthYearPickerInput(), label=_("Reference Date"), required=False
     )
 
-    description = forms.CharField(max_length=500, label=_("Description"))
+    description = forms.CharField(
+        max_length=500, label=_("Description"), required=False
+    )
     notes = forms.CharField(
         required=False,
         widget=forms.Textarea(
@@ -345,6 +560,13 @@ class TransferForm(forms.Form):
         label=_("Notes"),
     )
 
+    mute = forms.BooleanField(
+        label=_("Mute"),
+        initial=True,
+        required=False,
+        help_text=_("Muted transactions won't be displayed on monthly summaries"),
+    )
+
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
 
@@ -354,61 +576,34 @@ class TransferForm(forms.Form):
 
         self.helper.layout = Layout(
             Row(
-                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("date")),
                 Column(
                     Field("reference_date"),
-                    css_class="form-group col-md-6 mb-0",
                 ),
-                css_class="form-row",
             ),
             Field("description"),
             Field("notes"),
+            Switch("mute"),
             Row(
-                Column(
-                    Row(
-                        Column(
-                            "from_account",
-                            css_class="form-group col-md-6 mb-0",
-                        ),
-                        Column(
-                            Field("from_amount"),
-                            css_class="form-group col-md-6 mb-0",
-                        ),
-                        css_class="form-row",
-                    ),
-                    Row(
-                        Column("from_category", css_class="form-group col-md-6 mb-0"),
-                        Column("from_tags", css_class="form-group col-md-6 mb-0"),
-                        css_class="form-row",
-                    ),
-                ),
-                css_class="p-1 mx-1 my-3 border rounded-3",
+                Column("from_account"),
+                Column(Field("from_amount")),
+                Column("from_category"),
+                Column("from_tags"),
+                css_class="bg-base-100 rounded-box p-4 border-base-content/60 border my-3",
             ),
             Row(
                 Column(
-                    Row(
-                        Column(
-                            "to_account",
-                            css_class="form-group col-md-6 mb-0",
-                        ),
-                        Column(
-                            Field("to_amount"),
-                            css_class="form-group col-md-6 mb-0",
-                        ),
-                        css_class="form-row",
-                    ),
-                    Row(
-                        Column("to_category", css_class="form-group col-md-6 mb-0"),
-                        Column("to_tags", css_class="form-group col-md-6 mb-0"),
-                        css_class="form-row",
-                    ),
+                    "to_account",
                 ),
-                css_class="p-1 mx-1 my-3 border rounded-3",
+                Column(
+                    Field("to_amount"),
+                ),
+                Column("to_category"),
+                Column("to_tags"),
+                css_class="bg-base-100 rounded-box p-4 border-base-content/60 border",
             ),
             FormActions(
-                NoClassSubmit(
-                    "submit", _("Transfer"), css_class="btn btn-outline-primary w-100"
-                ),
+                NoClassSubmit("submit", _("Transfer"), css_class="btn btn-primary"),
             ),
         )
 
@@ -445,6 +640,8 @@ class TransferForm(forms.Form):
         return cleaned_data
 
     def save(self):
+        mute = self.cleaned_data["mute"]
+
         from_account = self.cleaned_data["from_account"]
         to_account = self.cleaned_data["to_account"]
         from_amount = self.cleaned_data["from_amount"]
@@ -467,6 +664,7 @@ class TransferForm(forms.Form):
             description=description,
             category=from_category,
             notes=notes,
+            mute=mute,
         )
         from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
 
@@ -481,6 +679,7 @@ class TransferForm(forms.Form):
             description=description,
             category=to_category,
             notes=notes,
+            mute=mute,
         )
         to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
 
@@ -538,6 +737,8 @@ class InstallmentPlanForm(forms.ModelForm):
             "notes",
             "installment_start",
             "entities",
+            "add_description_to_transaction",
+            "add_notes_to_transaction",
         ]
         widgets = {
             "account": TomSelect(),
@@ -588,28 +789,26 @@ class InstallmentPlanForm(forms.ModelForm):
                 template="transactions/widgets/income_expense_toggle_buttons.html",
             ),
             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",
+                Column("account"),
+                Column("entities"),
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "notes",
+            Switch("add_notes_to_transaction"),
             Row(
-                Column("number_of_installments", css_class="form-group col-md-6 mb-0"),
-                Column("installment_start", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("number_of_installments"),
+                Column("installment_start"),
             ),
             Row(
-                Column("start_date", css_class="form-group col-md-4 mb-0"),
-                Column("reference_date", css_class="form-group col-md-4 mb-0"),
-                Column("recurrence", css_class="form-group col-md-4 mb-0"),
-                css_class="form-row",
+                Column("start_date", css_class="col-span-12 md:col-span-4"),
+                Column("reference_date", css_class="col-span-12 md:col-span-4"),
+                Column("recurrence", css_class="col-span-12 md:col-span-4"),
             ),
             "installment_amount",
             Row(
-                Column("category", css_class="form-group col-md-6 mb-0"),
-                Column("tags", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("category"),
+                Column("tags"),
             ),
         )
 
@@ -619,17 +818,13 @@ class InstallmentPlanForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -662,17 +857,13 @@ class TransactionTagForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -694,17 +885,13 @@ class TransactionEntityForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -715,7 +902,7 @@ class TransactionCategoryForm(forms.ModelForm):
         fields = ["name", "mute", "active"]
         labels = {"name": _("Category name")}
         help_texts = {
-            "mute": _("Muted categories won't count towards your monthly total")
+            "mute": _("Muted categories won't be displayed on monthly summaries")
         }
 
     def __init__(self, *args, **kwargs):
@@ -729,17 +916,13 @@ class TransactionCategoryForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -782,6 +965,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "type",
             "amount",
             "description",
+            "add_description_to_transaction",
             "category",
             "tags",
             "start_date",
@@ -790,7 +974,9 @@ class RecurringTransactionForm(forms.ModelForm):
             "recurrence_type",
             "recurrence_interval",
             "notes",
+            "add_notes_to_transaction",
             "entities",
+            "keep_at_most",
         ]
         widgets = {
             "reference_date": AirMonthYearPickerInput(),
@@ -845,29 +1031,28 @@ class RecurringTransactionForm(forms.ModelForm):
                 template="transactions/widgets/income_expense_toggle_buttons.html",
             ),
             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",
+                Column("account"),
+                Column("entities"),
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "amount",
             Row(
-                Column("category", css_class="form-group col-md-6 mb-0"),
-                Column("tags", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("category"),
+                Column("tags"),
             ),
             "notes",
+            Switch("add_notes_to_transaction"),
             Row(
-                Column("start_date", css_class="form-group col-md-6 mb-0"),
-                Column("reference_date", css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
+                Column("start_date"),
+                Column("reference_date"),
             ),
             Row(
-                Column("recurrence_interval", css_class="form-group col-md-4 mb-0"),
-                Column("recurrence_type", css_class="form-group col-md-4 mb-0"),
-                Column("end_date", css_class="form-group col-md-4 mb-0"),
-                css_class="form-row",
+                Column("recurrence_interval", css_class="col-span-12 md:col-span-4"),
+                Column("recurrence_type", css_class="col-span-12 md:col-span-4"),
+                Column("end_date", css_class="col-span-12 md:col-span-4"),
             ),
+            AppendedText("keep_at_most", _("future transactions")),
         )
 
         self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
@@ -877,17 +1062,13 @@ class RecurringTransactionForm(forms.ModelForm):
         if self.instance and self.instance.pk:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Update"), css_class="btn btn-primary"),
                 ),
             )
         else:
             self.helper.layout.append(
                 FormActions(
-                    NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
-                    ),
+                    NoClassSubmit("submit", _("Add"), css_class="btn btn-primary"),
                 ),
             )
 
@@ -909,5 +1090,6 @@ class RecurringTransactionForm(forms.ModelForm):
             instance.create_upcoming_transactions()
         else:
             instance.update_unpaid_transactions()
+            instance.generate_upcoming_transactions()
 
         return instance

app/apps/transactions/migrations/0041_installmentplan_add_description_to_transaction_and_more.py

@@ -0,0 +1,33 @@
+# Generated by Django 5.1.7 on 2025-03-09 20:22
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0040_alter_transaction_unique_together_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='installmentplan',
+            name='add_description_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add description to transactions'),
+        ),
+        migrations.AddField(
+            model_name='installmentplan',
+            name='add_notes_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add notes to transactions'),
+        ),
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='add_description_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add description to transactions'),
+        ),
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='add_notes_to_transaction',
+            field=models.BooleanField(default=True, verbose_name='Add notes to transactions'),
+        ),
+    ]

app/apps/transactions/migrations/0042_alter_transactioncategory_options_and_more.py

@@ -0,0 +1,25 @@
+# Generated by Django 5.1.7 on 2025-03-09 21:54
+
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0041_installmentplan_add_description_to_transaction_and_more'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='transactioncategory',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Transaction Category', 'verbose_name_plural': 'Transaction Categories'},
+        ),
+        migrations.AlterModelOptions(
+            name='transactionentity',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Entity', 'verbose_name_plural': 'Entities'},
+        ),
+        migrations.AlterModelOptions(
+            name='transactiontag',
+            options={'ordering': ['name', 'id'], 'verbose_name': 'Transaction Tags', 'verbose_name_plural': 'Transaction Tags'},
+        ),
+    ]

app/apps/transactions/migrations/0043_quicktransaction.py

@@ -0,0 +1,45 @@
+# Generated by Django 5.1.11 on 2025-06-20 03:57
+
+import apps.transactions.validators
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0014_alter_account_options_alter_accountgroup_options'),
+        ('transactions', '0042_alter_transactioncategory_options_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='QuickTransaction',
+            fields=[
+                ('id', models.BigAutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('name', models.CharField(max_length=100, verbose_name='Name')),
+                ('type', models.CharField(choices=[('IN', 'Income'), ('EX', 'Expense')], default='EX', max_length=2, verbose_name='Type')),
+                ('is_paid', models.BooleanField(default=True, verbose_name='Paid')),
+                ('amount', models.DecimalField(decimal_places=30, max_digits=42, validators=[apps.transactions.validators.validate_non_negative, apps.transactions.validators.validate_decimal_places], verbose_name='Amount')),
+                ('description', models.CharField(blank=True, max_length=500, verbose_name='Description')),
+                ('notes', models.TextField(blank=True, verbose_name='Notes')),
+                ('internal_note', models.TextField(blank=True, verbose_name='Internal Note')),
+                ('internal_id', models.TextField(blank=True, null=True, unique=True, verbose_name='Internal ID')),
+                ('created_at', models.DateTimeField(auto_now_add=True)),
+                ('updated_at', models.DateTimeField(auto_now=True)),
+                ('account', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, related_name='quick_transactions', to='accounts.account', verbose_name='Account')),
+                ('category', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.SET_NULL, to='transactions.transactioncategory', verbose_name='Category')),
+                ('entities', models.ManyToManyField(blank=True, related_name='quick_transactions', to='transactions.transactionentity', verbose_name='Entities')),
+                ('owner', models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL)),
+                ('tags', models.ManyToManyField(blank=True, to='transactions.transactiontag', verbose_name='Tags')),
+            ],
+            options={
+                'verbose_name': 'Quick Transaction',
+                'verbose_name_plural': 'Quick Transactions',
+                'db_table': 'quick_transactions',
+                'default_manager_name': 'objects',
+            },
+        ),
+    ]

app/apps/transactions/migrations/0044_alter_quicktransaction_unique_together.py

@@ -0,0 +1,19 @@
+# Generated by Django 5.1.11 on 2025-06-20 04:02
+
+from django.conf import settings
+from django.db import migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0043_quicktransaction'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterUniqueTogether(
+            name='quicktransaction',
+            unique_together={('name', 'owner')},
+        ),
+    ]

app/apps/transactions/migrations/0045_transaction_mute.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.11 on 2025-07-19 18:12
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0044_alter_quicktransaction_unique_together'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='transaction',
+            name='mute',
+            field=models.BooleanField(default=False, verbose_name='Mute'),
+        ),
+    ]

app/apps/transactions/migrations/0046_quicktransaction_mute.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.11 on 2025-07-19 18:59
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0045_transaction_mute'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='quicktransaction',
+            name='mute',
+            field=models.BooleanField(default=False, verbose_name='Mute'),
+        ),
+    ]

app/apps/transactions/migrations/0047_alter_transactioncategory_owner_and_more.py

@@ -0,0 +1,61 @@
+# Generated by Django 5.2.4 on 2025-07-28 02:15
+
+import django.db.models.deletion
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0046_quicktransaction_mute'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='transactioncategory',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='transactioncategory',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='transactioncategory',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+        migrations.AlterField(
+            model_name='transactionentity',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='transactionentity',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='transactionentity',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+        migrations.AlterField(
+            model_name='transactiontag',
+            name='owner',
+            field=models.ForeignKey(blank=True, null=True, on_delete=django.db.models.deletion.CASCADE, related_name='%(class)s_owned', to=settings.AUTH_USER_MODEL, verbose_name='Owner'),
+        ),
+        migrations.AlterField(
+            model_name='transactiontag',
+            name='shared_with',
+            field=models.ManyToManyField(blank=True, related_name='%(class)s_shared', to=settings.AUTH_USER_MODEL, verbose_name='Shared with users'),
+        ),
+        migrations.AlterField(
+            model_name='transactiontag',
+            name='visibility',
+            field=models.CharField(choices=[('private', 'Private'), ('public', 'Public')], default='private', max_length=10, verbose_name='Visibility'),
+        ),
+    ]

app/apps/transactions/migrations/0048_recurringtransaction_keep_at_most.py

@@ -0,0 +1,19 @@
+# Generated by Django 5.2.4 on 2025-08-06 14:51
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('transactions', '0047_alter_transactioncategory_owner_and_more'),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='recurringtransaction',
+            name='keep_at_most',
+            field=models.PositiveIntegerField(default=6, validators=[django.core.validators.MinValueValidator(1)], verbose_name='Keep at most'),
+        ),
+    ]