Merge pull request #256

feat(net-worth): display consolidated amounts for currencies without transactions

.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>

.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"]

README.md

@@ -51,6 +51,17 @@ 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 +87,7 @@ $ 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
 ```
 
@@ -117,7 +128,7 @@ To create the first user, open the container's console using Unraid's UI, by cli
 |-------------------------------|-------------|-----------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
 | 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 +140,9 @@ 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.                                                                                                                                             |
 
 # How it works
 

app/WYGIWYH/settings.py

@@ -163,10 +163,105 @@ 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")
@@ -261,7 +356,10 @@ 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",
@@ -394,3 +492,4 @@ PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
 ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").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/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/models.py

@@ -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
@@ -69,6 +70,7 @@ class Account(SharedObject):
         verbose_name = _("Account")
         verbose_name_plural = _("Accounts")
         unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name

app/apps/accounts/urls.py

@@ -51,7 +51,7 @@ 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/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):
@@ -157,8 +170,16 @@ 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

@@ -38,7 +38,7 @@ class TransactionViewSet(viewsets.ModelViewSet):
         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 +51,7 @@ 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 +60,7 @@ 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 +69,18 @@ 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/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/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

@@ -2,6 +2,7 @@ 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 django.core.exceptions import ValidationError
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Field, Submit, Div, HTML
 
@@ -81,6 +82,23 @@ class SharedObjectForm(forms.Form):
             ),
         )
 
+    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/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/tasks.py

@@ -1,7 +1,9 @@
 import logging
 
 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 procrastinate import builtin_tasks
 from procrastinate.contrib.django import app
@@ -40,3 +42,40 @@ 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/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")

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/models.py

@@ -38,6 +38,7 @@ class Currency(models.Model):
     class Meta:
         verbose_name = _("Currency")
         verbose_name_plural = _("Currencies")
+        ordering = ["name", "id"]
 
     def clean(self):
         super().clean()

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/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/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

@@ -117,13 +117,15 @@ 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

@@ -10,7 +10,7 @@ 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
+    # First get the category totals as before
     category_currency_metrics = (
         transactions_queryset.values(
             "category",
@@ -74,9 +74,65 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
         .order_by("category__name")
     )
 
+    # Get tag totals within each category with currency details
+    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"),
+        ),
+    )
+
     # Process the results to structure by category
     result = {}
 
+    # Process category totals first
     for metric in category_currency_metrics:
         # Skip empty categories if ignore_empty is True
         if ignore_empty and all(
@@ -101,7 +157,11 @@ 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 = {
@@ -162,4 +222,101 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
 
         result[category_id]["currencies"][currency_id] = currency_data
 
+    # Process tag totals and add them to the result, including untagged
+    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": {},
+                }
+
+            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,
+            }
+
+            # Add exchange currency support for tags
+            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
+
     return result

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
 
 
@@ -170,6 +168,24 @@ 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 "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)
 
@@ -180,7 +196,12 @@ def category_overview(request):
     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,
+            "showing": showing,
+        },
     )
 
 

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/net_worth/utils/calculate_net_worth.py

@@ -2,25 +2,38 @@ 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,
+        )
+        .values_list("name", flat=True)
+        .distinct()
+    )
 
     if not aggregates.get("min_date"):
         start_date = timezone.localdate(timezone.now())
@@ -34,8 +47,7 @@ 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 +106,14 @@ 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 +129,7 @@ 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(

app/apps/net_worth/views.py

@@ -32,13 +32,15 @@ def net_worth_current(request):
     )
 
     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()
+    historical_currency_net_worth = calculate_historical_currency_net_worth(
+        queryset=transactions_currency_queryset
+    )
 
     labels = (
         list(historical_currency_net_worth.keys())
@@ -71,7 +73,9 @@ def net_worth_current(request):
 
     chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)
 
-    historical_account_balance = calculate_historical_account_balance()
+    historical_account_balance = calculate_historical_account_balance(
+        queryset=transactions_account_queryset
+    )
 
     labels = (
         list(historical_account_balance.keys()) if historical_account_balance else []
@@ -133,14 +137,14 @@ def net_worth_projected(request):
     )
 
     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 +178,9 @@ 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)
+    historical_account_balance = calculate_historical_account_balance(
+        queryset=transactions_account_queryset
+    )
 
     labels = (
         list(historical_account_balance.keys()) if historical_account_balance else []

app/apps/rules/forms.py

@@ -16,9 +16,11 @@ 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 +35,11 @@ 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")),
+            ),
             "description",
             "trigger",
         )

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/models.py

@@ -9,6 +9,7 @@ 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"))

app/apps/rules/signals.py

@@ -1,9 +1,11 @@
+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
@@ -11,7 +13,45 @@ from apps.common.middleware.thread_local import get_current_user
 
 @receiver(transaction_created)
 @receiver(transaction_updated)
+@receiver(transaction_deleted)
 def transaction_changed_receiver(sender: Transaction, signal, **kwargs):
+    if signal is transaction_deleted:
+        # Serialize transaction data for processing
+        transaction_data = {
+            "id": sender.id,
+            "account": (sender.account.id, sender.account.name),
+            "account_group": (
+                sender.account.group.id if sender.account.group else None,
+                sender.account.group.name if sender.account.group else None,
+            ),
+            "type": str(sender.type),
+            "is_paid": sender.is_paid,
+            "is_asset": sender.account.is_asset,
+            "is_archived": sender.account.is_archived,
+            "category": (
+                sender.category.id if sender.category else None,
+                sender.category.name if sender.category else None,
+            ),
+            "date": sender.date.isoformat(),
+            "reference_date": sender.reference_date.isoformat(),
+            "amount": str(sender.amount),
+            "description": sender.description,
+            "notes": sender.notes,
+            "tags": list(sender.tags.values_list("id", "name")),
+            "entities": list(sender.entities.values_list("id", "name")),
+            "deleted": True,
+            "internal_note": sender.internal_note,
+            "internal_id": sender.internal_id,
+        }
+
+        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()

app/apps/rules/tasks.py

@@ -1,6 +1,8 @@
 import decimal
 import logging
 from datetime import datetime, date
+from decimal import Decimal
+from typing import Any
 
 from cachalot.api import cachalot_disabled
 from dateutil.relativedelta import relativedelta
@@ -26,16 +28,27 @@ logger = logging.getLogger(__name__)
 
 @app.task(name="check_for_transaction_rules")
 def check_for_transaction_rules(
-    instance_id: int,
-    user_id: int,
-    signal,
+    instance_id=None,
+    transaction_data=None,
+    user_id=None,
+    signal=None,
+    is_hard_deleted=False,
 ):
     user = get_user_model().objects.get(id=user_id)
     write_current_user(user)
 
     try:
         with cachalot_disabled():
-            instance = Transaction.objects.get(id=instance_id)
+            # For deleted transactions
+            if signal == "transaction_deleted" and transaction_data:
+                # Create a transaction-like object from the serialized data
+                if is_hard_deleted:
+                    instance = transaction_data
+                else:
+                    instance = Transaction.deleted_objects.get(id=instance_id)
+            else:
+                # Regular transaction processing for creates and updates
+                instance = Transaction.objects.get(id=instance_id)
 
             functions = {
                 "relativedelta": relativedelta,
@@ -47,10 +60,11 @@ def check_for_transaction_rules(
                 "date": date,
             }
 
-            simple = EvalWithCompoundTypes(
-                names=_get_names(instance), functions=functions
-            )
+            names = _get_names(instance)
 
+            simple = EvalWithCompoundTypes(names=names, functions=functions)
+
+            # Select rules based on the signal type
             if signal == "transaction_created":
                 rules = TransactionRule.objects.filter(
                     active=True, on_create=True
@@ -59,39 +73,56 @@ def check_for_transaction_rules(
                 rules = TransactionRule.objects.filter(
                     active=True, on_update=True
                 ).order_by("id")
+            elif signal == "transaction_deleted":
+                rules = TransactionRule.objects.filter(
+                    active=True, on_delete=True
+                ).order_by("id")
             else:
                 rules = TransactionRule.objects.filter(active=True).order_by("id")
 
+            # Process the rules as before
             for rule in rules:
                 if simple.eval(rule.trigger):
-                    for action in rule.transaction_actions.all():
-                        try:
-                            instance = _process_edit_transaction_action(
-                                instance=instance, action=action, simple_eval=simple
-                            )
-                        except Exception as e:
-                            logger.error(
-                                f"Error processing edit transaction action {action.id}",
-                                exc_info=True,
-                            )
-                        # else:
-                        #     simple.names.update(_get_names(instance))
-                        #     instance.save()
+                    # For deleted transactions, we might want to limit what actions can be performed
+                    if signal == "transaction_deleted":
+                        # Process only create/update actions, not edit actions
+                        for action in rule.update_or_create_transaction_actions.all():
+                            try:
+                                _process_update_or_create_transaction_action(
+                                    action=action, simple_eval=simple
+                                )
+                            except Exception as e:
+                                logger.error(
+                                    f"Error processing update or create transaction action {action.id} on deletion",
+                                    exc_info=True,
+                                )
+                    else:
+                        # Normal processing for non-deleted transactions
+                        for action in rule.transaction_actions.all():
+                            try:
+                                instance = _process_edit_transaction_action(
+                                    instance=instance, action=action, simple_eval=simple
+                                )
+                            except Exception as e:
+                                logger.error(
+                                    f"Error processing edit transaction action {action.id}",
+                                    exc_info=True,
+                                )
 
-                    simple.names.update(_get_names(instance))
-                    instance.save()
-
-                    for action in rule.update_or_create_transaction_actions.all():
-                        try:
-                            _process_update_or_create_transaction_action(
-                                action=action, simple_eval=simple
-                            )
-                        except Exception as e:
-                            logger.error(
-                                f"Error processing update or create transaction action {action.id}",
-                                exc_info=True,
-                            )
+                        simple.names.update(_get_names(instance))
+                        if signal != "transaction_deleted":
+                            instance.save()
 
+                        for action in rule.update_or_create_transaction_actions.all():
+                            try:
+                                _process_update_or_create_transaction_action(
+                                    action=action, simple_eval=simple
+                                )
+                            except Exception as e:
+                                logger.error(
+                                    f"Error processing update or create transaction action {action.id}",
+                                    exc_info=True,
+                                )
     except Exception as e:
         logger.error(
             "Error while executing 'check_for_transaction_rules' task",
@@ -99,40 +130,68 @@ def check_for_transaction_rules(
         )
         delete_current_user()
         raise e
-
     delete_current_user()
 
 
-def _get_names(instance):
-    return {
-        "id": instance.id,
-        "account_name": instance.account.name,
-        "account_id": instance.account.id,
-        "account_group_name": (
-            instance.account.group.name if instance.account.group else None
-        ),
-        "account_group_id": (
-            instance.account.group.id if instance.account.group else None
-        ),
-        "is_asset_account": instance.account.is_asset,
-        "is_archived_account": instance.account.is_archived,
-        "category_name": instance.category.name if instance.category else None,
-        "category_id": instance.category.id if instance.category else None,
-        "tag_names": [x.name for x in instance.tags.all()],
-        "tag_ids": [x.id for x in instance.tags.all()],
-        "entities_names": [x.name for x in instance.entities.all()],
-        "entities_ids": [x.id for x in instance.entities.all()],
-        "is_expense": instance.type == Transaction.Type.EXPENSE,
-        "is_income": instance.type == Transaction.Type.INCOME,
-        "is_paid": instance.is_paid,
-        "description": instance.description,
-        "amount": instance.amount,
-        "notes": instance.notes,
-        "date": instance.date,
-        "reference_date": instance.reference_date,
-        "internal_note": instance.internal_note,
-        "internal_id": instance.internal_id,
-    }
+def _get_names(instance: Transaction | dict):
+    if isinstance(instance, Transaction):
+        return {
+            "id": instance.id,
+            "account_name": instance.account.name,
+            "account_id": instance.account.id,
+            "account_group_name": (
+                instance.account.group.name if instance.account.group else None
+            ),
+            "account_group_id": (
+                instance.account.group.id if instance.account.group else None
+            ),
+            "is_asset_account": instance.account.is_asset,
+            "is_archived_account": instance.account.is_archived,
+            "category_name": instance.category.name if instance.category else None,
+            "category_id": instance.category.id if instance.category else None,
+            "tag_names": [x.name for x in instance.tags.all()],
+            "tag_ids": [x.id for x in instance.tags.all()],
+            "entities_names": [x.name for x in instance.entities.all()],
+            "entities_ids": [x.id for x in instance.entities.all()],
+            "is_expense": instance.type == Transaction.Type.EXPENSE,
+            "is_income": instance.type == Transaction.Type.INCOME,
+            "is_paid": instance.is_paid,
+            "description": instance.description,
+            "amount": instance.amount,
+            "notes": instance.notes,
+            "date": instance.date,
+            "reference_date": instance.reference_date,
+            "internal_note": instance.internal_note,
+            "internal_id": instance.internal_id,
+            "is_deleted": instance.deleted,
+        }
+    else:
+        return {
+            "id": instance.get("id"),
+            "account_name": instance.get("account", (None, None))[1],
+            "account_id": instance.get("account", (None, None))[0],
+            "account_group_name": instance.get("account_group", (None, None))[1],
+            "account_group_id": instance.get("account_group", (None, None))[0],
+            "is_asset_account": instance.get("is_asset"),
+            "is_archived_account": instance.get("is_archived"),
+            "category_name": instance.get("category", (None, None))[1],
+            "category_id": instance.get("category", (None, None))[0],
+            "tag_names": [x[1] for x in instance.get("tags", [])],
+            "tag_ids": [x[0] for x in instance.get("tags", [])],
+            "entities_names": [x[1] for x in instance.get("entities", [])],
+            "entities_ids": [x[0] for x in instance.get("entities", [])],
+            "is_expense": instance.get("type") == Transaction.Type.EXPENSE,
+            "is_income": instance.get("type") == Transaction.Type.INCOME,
+            "is_paid": instance.get("is_paid"),
+            "description": instance.get("description", ""),
+            "amount": Decimal(instance.get("amount")),
+            "notes": instance.get("notes", ""),
+            "date": datetime.fromisoformat(instance.get("date")),
+            "reference_date": datetime.fromisoformat(instance.get("reference_date")),
+            "internal_note": instance.get("internal_note", ""),
+            "internal_id": instance.get("internal_id", ""),
+            "is_deleted": instance.get("deleted", True),
+        }
 
 
 def _process_update_or_create_transaction_action(action, simple_eval):

app/apps/rules/views.py

@@ -18,9 +18,11 @@ from apps.rules.models import (
 )
 from apps.common.models import SharedObject
 from apps.common.forms import SharedObjectForm
+from apps.common.decorators.demo import disabled_on_demo
 
 
 @login_required
+@disabled_on_demo
 @require_http_methods(["GET"])
 def rules_index(request):
     return render(
@@ -31,6 +33,7 @@ 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")
@@ -43,6 +46,7 @@ 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 +69,7 @@ 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 +96,7 @@ 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)
@@ -129,6 +135,7 @@ 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)
@@ -142,6 +149,7 @@ def transaction_rule_view(request, transaction_rule_id):
 
 @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 +174,7 @@ 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 +196,7 @@ 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 +235,7 @@ 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 +263,7 @@ 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 +301,7 @@ 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 +322,7 @@ 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 +354,7 @@ 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 +389,7 @@ 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)

app/apps/transactions/forms.py

@@ -6,6 +6,7 @@ from crispy_forms.layout import (
     Row,
     Column,
     Field,
+    Div,
 )
 from django import forms
 from django.db.models import Q
@@ -206,10 +207,21 @@ class TransactionForm(forms.ModelForm):
         else:
             self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
             self.helper.layout.append(
-                FormActions(
+                Div(
                     NoClassSubmit(
-                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                        "submit", _("Add"), css_class="btn btn-outline-primary"
                     ),
+                    NoClassSubmit(
+                        "submit_and_similar",
+                        _("Save and add similar"),
+                        css_class="btn btn-outline-primary",
+                    ),
+                    NoClassSubmit(
+                        "submit_and_another",
+                        _("Save and add another"),
+                        css_class="btn btn-outline-primary",
+                    ),
+                    css_class="d-grid gap-2",
                 ),
             )
 
@@ -334,7 +346,9 @@ 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(
@@ -538,6 +552,8 @@ class InstallmentPlanForm(forms.ModelForm):
             "notes",
             "installment_start",
             "entities",
+            "add_description_to_transaction",
+            "add_notes_to_transaction",
         ]
         widgets = {
             "account": TomSelect(),
@@ -593,7 +609,9 @@ class InstallmentPlanForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "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"),
@@ -782,6 +800,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "type",
             "amount",
             "description",
+            "add_description_to_transaction",
             "category",
             "tags",
             "start_date",
@@ -790,6 +809,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "recurrence_type",
             "recurrence_interval",
             "notes",
+            "add_notes_to_transaction",
             "entities",
         ]
         widgets = {
@@ -850,6 +870,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "description",
+            Switch("add_description_to_transaction"),
             "amount",
             Row(
                 Column("category", css_class="form-group col-md-6 mb-0"),
@@ -857,6 +878,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "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"),

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/models.py

@@ -23,6 +23,7 @@ logger = logging.getLogger()
 
 transaction_created = Signal()
 transaction_updated = Signal()
+transaction_deleted = Signal()
 
 
 class SoftDeleteQuerySet(models.QuerySet):
@@ -65,8 +66,14 @@ class SoftDeleteQuerySet(models.QuerySet):
 
     def delete(self):
         if not settings.ENABLE_SOFT_DELETE:
-            # If soft deletion is disabled, perform a normal delete
-            return super().delete()
+            # Get instances before hard delete
+            instances = list(self)
+            # Send signals for each instance before deletion
+            for instance in instances:
+                transaction_deleted.send(sender=instance)
+            # Perform hard delete
+            result = super().delete()
+            return result
 
         # Separate the queryset into already deleted and not deleted objects
         already_deleted = self.filter(deleted=True)
@@ -74,14 +81,28 @@ class SoftDeleteQuerySet(models.QuerySet):
 
         # Use a transaction to ensure atomicity
         with transaction.atomic():
+            # Get instances for hard delete before they're gone
+            already_deleted_instances = list(already_deleted)
+            for instance in already_deleted_instances:
+                transaction_deleted.send(sender=instance)
+
             # Perform hard delete on already deleted objects
             hard_deleted_count = already_deleted._raw_delete(already_deleted.db)
 
+            # Get instances for soft delete
+            instances_to_soft_delete = list(not_deleted)
+
             # Perform soft delete on not deleted objects
             soft_deleted_count = not_deleted.update(
                 deleted=True, deleted_at=timezone.now()
             )
 
+            # Send signals for soft deleted instances
+            for instance in instances_to_soft_delete:
+                instance.deleted = True
+                instance.deleted_at = timezone.now()
+                transaction_deleted.send(sender=instance)
+
         # Return a tuple of counts as expected by Django's delete method
         return (
             hard_deleted_count + soft_deleted_count,
@@ -97,13 +118,20 @@ class SoftDeleteManager(models.Manager):
         qs = SoftDeleteQuerySet(self.model, using=self._db)
         user = get_current_user()
         if user and not user.is_anonymous:
-            return qs.filter(
-                Q(account__visibility="public")
-                | Q(account__owner=user)
-                | Q(account__shared_with=user)
-                | Q(account__visibility="private", account__owner=None),
-                deleted=False,
-            ).distinct()
+            account_ids = (
+                qs.filter(
+                    Q(account__visibility="public")
+                    | Q(account__owner=user)
+                    | Q(account__shared_with=user)
+                    | Q(account__visibility="private", account__owner=None),
+                    deleted=False,
+                )
+                .values_list("account__id", flat=True)
+                .distinct()
+            )
+
+            return qs.filter(account_id__in=account_ids, deleted=False)
+
         else:
             return qs.filter(
                 deleted=False,
@@ -192,6 +220,7 @@ class TransactionCategory(SharedObject):
         verbose_name_plural = _("Transaction Categories")
         db_table = "t_categories"
         unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
@@ -215,6 +244,7 @@ class TransactionTag(SharedObject):
         verbose_name_plural = _("Transaction Tags")
         db_table = "tags"
         unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
@@ -238,6 +268,7 @@ class TransactionEntity(SharedObject):
         verbose_name_plural = _("Entities")
         db_table = "entities"
         unique_together = (("owner", "name"),)
+        ordering = ["name", "id"]
 
     def __str__(self):
         return self.name
@@ -358,10 +389,14 @@ class Transaction(OwnedObject):
                 self.deleted = True
                 self.deleted_at = timezone.now()
                 self.save()
+                transaction_deleted.send(sender=self)  # Emit signal for soft delete
             else:
-                super().delete(*args, **kwargs)
+                result = super().delete(*args, **kwargs)
+                return result
         else:
-            super().delete(*args, **kwargs)
+            # For hard delete mode
+            transaction_deleted.send(sender=self)  # Emit signal before hard delete
+            return super().delete(*args, **kwargs)
 
     def hard_delete(self, *args, **kwargs):
         super().delete(*args, **kwargs)
@@ -468,6 +503,13 @@ class InstallmentPlan(models.Model):
 
     notes = models.TextField(blank=True, verbose_name=_("Notes"))
 
+    add_description_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add description to transactions")
+    )
+    add_notes_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add notes to transactions")
+    )
+
     all_objects = models.Manager()  # Unfiltered manager
     objects = GenericAccountOwnerManager()  # Default filtered manager
 
@@ -532,11 +574,14 @@ class InstallmentPlan(models.Model):
                 is_paid=False,
                 reference_date=transaction_reference_date,
                 amount=self.installment_amount,
-                description=self.description,
+                description=(
+                    self.description if self.add_description_to_transaction else ""
+                ),
                 category=self.category,
                 installment_plan=self,
                 installment_id=i,
-                notes=self.notes,
+                notes=self.notes if self.add_notes_to_transaction else "",
+                owner=self.account.owner,
             )
             new_transaction.tags.set(self.tags.all())
             new_transaction.entities.set(self.entities.all())
@@ -569,9 +614,13 @@ class InstallmentPlan(models.Model):
                 existing_transaction.type = self.type
                 existing_transaction.date = transaction_date
                 existing_transaction.reference_date = transaction_reference_date
-                existing_transaction.description = self.description
+                existing_transaction.description = (
+                    self.description if self.add_description_to_transaction else ""
+                )
                 existing_transaction.category = self.category
-                existing_transaction.notes = self.notes
+                existing_transaction.notes = (
+                    self.notes if self.add_notes_to_transaction else ""
+                )
 
                 if (
                     not existing_transaction.is_paid
@@ -592,11 +641,14 @@ class InstallmentPlan(models.Model):
                     is_paid=False,
                     reference_date=transaction_reference_date,
                     amount=self.installment_amount,
-                    description=self.description,
+                    description=(
+                        self.description if self.add_description_to_transaction else ""
+                    ),
                     category=self.category,
                     installment_plan=self,
                     installment_id=i,
-                    notes=self.notes,
+                    notes=self.notes if self.add_notes_to_transaction else "",
+                    owner=self.account.owner,
                 )
                 new_transaction.tags.set(self.tags.all())
                 new_transaction.entities.set(self.entities.all())
@@ -672,6 +724,13 @@ class RecurringTransaction(models.Model):
         verbose_name=_("Last Generated Reference Date"), null=True, blank=True
     )
 
+    add_description_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add description to transactions")
+    )
+    add_notes_to_transaction = models.BooleanField(
+        default=True, verbose_name=_("Add notes to transactions")
+    )
+
     all_objects = models.Manager()  # Unfiltered manager
     objects = GenericAccountOwnerManager()  # Default filtered manager
 
@@ -718,11 +777,14 @@ class RecurringTransaction(models.Model):
             date=date,
             reference_date=reference_date.replace(day=1),
             amount=self.amount,
-            description=self.description,
+            description=(
+                self.description if self.add_description_to_transaction else ""
+            ),
             category=self.category,
             is_paid=False,
             recurring_transaction=self,
-            notes=self.notes,
+            notes=self.notes if self.add_notes_to_transaction else "",
+            owner=self.account.owner,
         )
         if self.tags.exists():
             created_transaction.tags.set(self.tags.all())
@@ -745,12 +807,16 @@ class RecurringTransaction(models.Model):
     @classmethod
     def generate_upcoming_transactions(cls):
         today = timezone.now().date()
-        recurring_transactions = cls.objects.filter(
+        recurring_transactions = cls.all_objects.filter(
             Q(models.Q(end_date__isnull=True) | Q(end_date__gte=today))
             & Q(is_paused=False)
         )
 
         for recurring_transaction in recurring_transactions:
+            logger.info(
+                f"Processing recurring transaction: {recurring_transaction.description}..."
+            )
+
             if recurring_transaction.last_generated_date:
                 start_date = recurring_transaction.get_next_date(
                     recurring_transaction.last_generated_date
@@ -769,7 +835,10 @@ class RecurringTransaction(models.Model):
                 today + (recurring_transaction.get_recurrence_delta() * 6),
             )
 
+            logger.info(f"End date: {end_date}")
+
             while current_date <= end_date:
+                logger.info(f"Creating transaction for date: {current_date}")
                 recurring_transaction.create_transaction(current_date, reference_date)
                 current_date = recurring_transaction.get_next_date(current_date)
                 reference_date = recurring_transaction.get_next_date(reference_date)
@@ -796,9 +865,13 @@ class RecurringTransaction(models.Model):
         for existing_transaction in unpaid_transactions:
             # Update fields based on RecurringTransaction
             existing_transaction.amount = self.amount
-            existing_transaction.description = self.description
+            existing_transaction.description = (
+                self.description if self.add_description_to_transaction else ""
+            )
             existing_transaction.category = self.category
-            existing_transaction.notes = self.notes
+            existing_transaction.notes = (
+                self.notes if self.add_notes_to_transaction else ""
+            )
 
             # Update many-to-many relationships
             existing_transaction.tags.set(self.tags.all())

app/apps/transactions/utils/calculations.py

@@ -9,9 +9,11 @@ from apps.currencies.utils.convert import convert
 from apps.currencies.models import Currency
 
 
-def calculate_currency_totals(transactions_queryset, ignore_empty=False):
+def calculate_currency_totals(
+    transactions_queryset, ignore_empty=False, deep_search=False
+):
     # Prepare the aggregation expressions
-    currency_totals = (
+    currency_totals_from_transactions = (
         transactions_queryset.values(
             "account__currency",
             "account__currency__code",
@@ -19,7 +21,14 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
             "account__currency__decimal_places",
             "account__currency__prefix",
             "account__currency__suffix",
-            "account__currency__exchange_currency",
+            "account__currency__exchange_currency",  # ID of the exchange currency for the account's currency
+            # Fields for the exchange currency itself (if account.currency.exchange_currency is set)
+            # These might be null if not set, so handle appropriately.
+            "account__currency__exchange_currency__code",
+            "account__currency__exchange_currency__name",
+            "account__currency__exchange_currency__decimal_places",
+            "account__currency__exchange_currency__prefix",
+            "account__currency__exchange_currency__suffix",
         )
         .annotate(
             expense_current=Coalesce(
@@ -72,36 +81,55 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
         .order_by()
     )
 
-    # First pass: Process basic totals and store all currency data
     result = {}
-    currencies_using_exchange = (
-        {}
-    )  # Track which currencies use which exchange currencies
+    # currencies_using_exchange maps:
+    # exchange_currency_id -> list of [
+    #   { "currency_id": original_currency_id, (the currency that was exchanged FROM)
+    #     "exchanged": { field: amount_in_exchange_currency, ... } (the values of original_currency_id converted TO exchange_currency_id)
+    #   }
+    # ]
+    currencies_using_exchange = {}
 
-    for total in currency_totals:
-        # Skip empty currencies if ignore_empty is True
-        if ignore_empty and all(
-            total[field] == Decimal("0")
-            for field in [
-                "expense_current",
-                "expense_projected",
-                "income_current",
-                "income_projected",
-            ]
+    # --- First Pass: Process transactions from the queryset ---
+    for total in currency_totals_from_transactions:
+        if (
+            ignore_empty
+            and not deep_search
+            and all(
+                total[field] == Decimal("0")
+                for field in [
+                    "expense_current",
+                    "expense_projected",
+                    "income_current",
+                    "income_projected",
+                ]
+            )
         ):
             continue
 
-        # Calculate derived totals
+        currency_id = total["account__currency"]
+        try:
+            from_currency_obj = Currency.objects.get(id=currency_id)
+        except Currency.DoesNotExist:
+            # This should ideally not happen if database is consistent
+            continue
+
+        exchange_currency_for_this_total_id = total[
+            "account__currency__exchange_currency"
+        ]
+        exchange_currency_obj_for_this_total = None
+        if exchange_currency_for_this_total_id:
+            try:
+                # Use pre-fetched values if available, otherwise query
+                exchange_currency_obj_for_this_total = Currency.objects.get(
+                    id=exchange_currency_for_this_total_id
+                )
+            except Currency.DoesNotExist:
+                pass  # Exchange currency might not exist or be set
+
         total_current = total["income_current"] - total["expense_current"]
         total_projected = total["income_projected"] - total["expense_projected"]
         total_final = total_current + total_projected
-        currency_id = total["account__currency"]
-        from_currency = Currency.objects.get(id=currency_id)
-        exchange_currency = (
-            Currency.objects.get(id=total["account__currency__exchange_currency"])
-            if total["account__currency__exchange_currency"]
-            else None
-        )
 
         currency_data = {
             "currency": {
@@ -120,9 +148,16 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
             "total_final": total_final,
         }
 
-        # Add exchanged values if exchange_currency exists
-        if exchange_currency:
-            exchanged = {}
+        if exchange_currency_obj_for_this_total:
+            exchanged_details = {
+                "currency": {
+                    "code": exchange_currency_obj_for_this_total.code,
+                    "name": exchange_currency_obj_for_this_total.name,
+                    "decimal_places": exchange_currency_obj_for_this_total.decimal_places,
+                    "prefix": exchange_currency_obj_for_this_total.prefix,
+                    "suffix": exchange_currency_obj_for_this_total.suffix,
+                }
+            }
             for field in [
                 "expense_current",
                 "expense_projected",
@@ -132,50 +167,142 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
                 "total_projected",
                 "total_final",
             ]:
-                amount, prefix, suffix, decimal_places = convert(
-                    amount=currency_data[field],
-                    from_currency=from_currency,
-                    to_currency=exchange_currency,
+                amount_to_convert = currency_data[field]
+                converted_val, _, _, _ = convert(
+                    amount=amount_to_convert,
+                    from_currency=from_currency_obj,
+                    to_currency=exchange_currency_obj_for_this_total,
+                )
+                exchanged_details[field] = (
+                    converted_val if converted_val is not None else Decimal("0")
                 )
-                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:
-                currency_data["exchanged"] = exchanged
-                # Track which currencies are using which exchange currencies
-                if exchange_currency.id not in currencies_using_exchange:
-                    currencies_using_exchange[exchange_currency.id] = []
-                currencies_using_exchange[exchange_currency.id].append(
-                    {"currency_id": currency_id, "exchanged": exchanged}
-                )
+            currency_data["exchanged"] = exchanged_details
+
+            if exchange_currency_obj_for_this_total.id not in currencies_using_exchange:
+                currencies_using_exchange[exchange_currency_obj_for_this_total.id] = []
+            currencies_using_exchange[exchange_currency_obj_for_this_total.id].append(
+                {"currency_id": currency_id, "exchanged": exchanged_details}
+            )
 
         result[currency_id] = currency_data
 
-    # Second pass: Add consolidated totals for currencies that are used as exchange currencies
-    for currency_id, currency_data in result.items():
-        if currency_id in currencies_using_exchange:
-            consolidated = {
-                "currency": currency_data["currency"].copy(),
-                "expense_current": currency_data["expense_current"],
-                "expense_projected": currency_data["expense_projected"],
-                "income_current": currency_data["income_current"],
-                "income_projected": currency_data["income_projected"],
-                "total_current": currency_data["total_current"],
-                "total_projected": currency_data["total_projected"],
-                "total_final": currency_data["total_final"],
-            }
+    # --- Deep Search: Add transaction-less currencies that are exchange targets ---
+    if deep_search:
+        # Iteratively add exchange targets that might not have had direct transactions
+        # Start with known exchange targets from the first pass
+        queue = list(currencies_using_exchange.keys())
+        processed_for_deep_add = set(
+            result.keys()
+        )  # Track currencies already in result or added by this deep search step
 
-            # Add exchanged values from all currencies using this as exchange currency
-            for using_currency in currencies_using_exchange[currency_id]:
-                exchanged = using_currency["exchanged"]
+        while queue:
+            target_id = queue.pop(0)
+            if target_id in processed_for_deep_add:
+                continue
+            processed_for_deep_add.add(target_id)
+
+            if (
+                target_id not in result
+            ):  # If this exchange target had no direct transactions
+                try:
+                    db_currency = Currency.objects.get(id=target_id)
+                except Currency.DoesNotExist:
+                    continue
+
+                # Initialize data for this transaction-less exchange target currency
+                currency_data_for_db_currency = {
+                    "currency": {
+                        "code": db_currency.code,
+                        "name": db_currency.name,
+                        "decimal_places": db_currency.decimal_places,
+                        "prefix": db_currency.prefix,
+                        "suffix": db_currency.suffix,
+                    },
+                    "expense_current": Decimal("0"),
+                    "expense_projected": Decimal("0"),
+                    "income_current": Decimal("0"),
+                    "income_projected": Decimal("0"),
+                    "total_current": Decimal("0"),
+                    "total_projected": Decimal("0"),
+                    "total_final": Decimal("0"),
+                }
+
+                # If this newly added transaction-less currency ALSO has an exchange_currency set for itself
+                if db_currency.exchange_currency:
+                    exchanged_details_for_db_currency = {
+                        "currency": {
+                            "code": db_currency.exchange_currency.code,
+                            "name": db_currency.exchange_currency.name,
+                            "decimal_places": db_currency.exchange_currency.decimal_places,
+                            "prefix": db_currency.exchange_currency.prefix,
+                            "suffix": db_currency.exchange_currency.suffix,
+                        }
+                    }
+                    for field in [
+                        "expense_current",
+                        "expense_projected",
+                        "income_current",
+                        "income_projected",
+                        "total_current",
+                        "total_projected",
+                        "total_final",
+                    ]:
+                        converted_val, _, _, _ = convert(
+                            Decimal("0"), db_currency, db_currency.exchange_currency
+                        )
+                        exchanged_details_for_db_currency[field] = (
+                            converted_val if converted_val is not None else Decimal("0")
+                        )
+
+                    currency_data_for_db_currency["exchanged"] = (
+                        exchanged_details_for_db_currency
+                    )
+
+                    # Ensure its own exchange_currency is registered in currencies_using_exchange
+                    # and add it to the queue if it hasn't been processed yet for deep add.
+                    target_id_for_this_db_curr = db_currency.exchange_currency.id
+                    if target_id_for_this_db_curr not in currencies_using_exchange:
+                        currencies_using_exchange[target_id_for_this_db_curr] = []
+
+                    # Avoid adding duplicate entries
+                    already_present_in_cue = any(
+                        entry["currency_id"] == db_currency.id
+                        for entry in currencies_using_exchange[
+                            target_id_for_this_db_curr
+                        ]
+                    )
+                    if not already_present_in_cue:
+                        currencies_using_exchange[target_id_for_this_db_curr].append(
+                            {
+                                "currency_id": db_currency.id,
+                                "exchanged": exchanged_details_for_db_currency,
+                            }
+                        )
+
+                    if target_id_for_this_db_curr not in processed_for_deep_add:
+                        queue.append(target_id_for_this_db_curr)
+
+                result[db_currency.id] = currency_data_for_db_currency
+
+    # --- Second Pass: Calculate consolidated totals for all currencies in result ---
+    for currency_id_consolidated, data_consolidated_currency in result.items():
+        consolidated_data = {
+            "currency": data_consolidated_currency["currency"].copy(),
+            "expense_current": data_consolidated_currency["expense_current"],
+            "expense_projected": data_consolidated_currency["expense_projected"],
+            "income_current": data_consolidated_currency["income_current"],
+            "income_projected": data_consolidated_currency["income_projected"],
+            "total_current": data_consolidated_currency["total_current"],
+            "total_projected": data_consolidated_currency["total_projected"],
+            "total_final": data_consolidated_currency["total_final"],
+        }
+
+        if currency_id_consolidated in currencies_using_exchange:
+            for original_currency_info in currencies_using_exchange[
+                currency_id_consolidated
+            ]:
+                exchanged_values_from_original = original_currency_info["exchanged"]
                 for field in [
                     "expense_current",
                     "expense_projected",
@@ -185,10 +312,25 @@ def calculate_currency_totals(transactions_queryset, ignore_empty=False):
                     "total_projected",
                     "total_final",
                 ]:
-                    if field in exchanged:
-                        consolidated[field] += exchanged[field]
+                    if field in exchanged_values_from_original:
+                        consolidated_data[field] += exchanged_values_from_original[
+                            field
+                        ]
 
-            result[currency_id]["consolidated"] = consolidated
+        result[currency_id_consolidated]["consolidated"] = consolidated_data
+
+    # Sort currencies by their final_total or consolidated final_total, descending
+    result = {
+        k: v
+        for k, v in sorted(
+            result.items(),
+            reverse=True,
+            key=lambda item: max(
+                item[1].get("total_final", Decimal("0")),
+                item[1].get("consolidated", {}).get("total_final", Decimal("0")),
+            ),
+        )
+    }
 
     return result
 

app/apps/transactions/views/transactions.py

@@ -43,16 +43,71 @@ def transaction_add(request):
         year=year,
     ).date()
 
+    update = False
+
     if request.method == "POST":
         form = TransactionForm(request.POST)
         if form.is_valid():
-            form.save()
+            saved_instance = form.save()
             messages.success(request, _("Transaction added successfully"))
 
-            return HttpResponse(
-                status=204,
-                headers={"HX-Trigger": "updated, hide_offcanvas"},
-            )
+            if "submit" in request.POST:
+                return HttpResponse(
+                    status=204,
+                    headers={"HX-Trigger": "updated, hide_offcanvas"},
+                )
+            elif "submit_and_another" in request.POST:
+                form = TransactionForm(
+                    initial={
+                        "date": expected_date,
+                        "type": transaction_type,
+                    },
+                )
+                update = True
+            elif "submit_and_similar" in request.POST:
+                initial_data = {}
+
+                # Define fields to copy from the SAVED instance
+                direct_fields_to_copy = [
+                    "account",  # ForeignKey -> will copy the ID
+                    "type",  # ChoiceField -> will copy the value
+                    "is_paid",  # BooleanField -> will copy True/False
+                    "date",  # DateField -> will copy the date object
+                    "reference_date",  # DateField -> will copy the date object
+                    "amount",  # DecimalField -> will copy the decimal
+                    "description",  # CharField -> will copy the string
+                    "notes",  # TextField -> will copy the string
+                    "category",  # ForeignKey -> will copy the ID
+                ]
+                m2m_fields_to_copy = [
+                    "tags",  # ManyToManyField -> will copy list of IDs
+                    "entities",  # ManyToManyField -> will copy list of IDs
+                ]
+
+                # Copy direct fields from the saved instance
+                for field_name in direct_fields_to_copy:
+                    value = getattr(saved_instance, field_name, None)
+                    if value is not None:
+                        # Handle ForeignKey: use the pk
+                        if hasattr(value, "pk"):
+                            initial_data[field_name] = value.pk
+                        # Handle Date/DateTime/Decimal/Boolean/etc.: use the Python object directly
+                        else:
+                            initial_data[field_name] = (
+                                value  # This correctly handles date objects!
+                            )
+
+                # Copy M2M fields: provide a list of related object pks
+                for field_name in m2m_fields_to_copy:
+                    m2m_manager = getattr(saved_instance, field_name)
+                    initial_data[field_name] = list(
+                        m2m_manager.values_list("name", flat=True)
+                    )
+
+                # Create a new form instance pre-filled with the correctly typed initial data
+                form = TransactionForm(initial=initial_data)
+                update = True  # Signal HTMX to update the form area
+
     else:
         form = TransactionForm(
             initial={
@@ -61,11 +116,15 @@ def transaction_add(request):
             },
         )
 
-    return render(
+    response = render(
         request,
         "transactions/fragments/add.html",
         {"form": form},
     )
+    if update:
+        response["HX-Trigger"] = "updated"
+
+    return response
 
 
 @login_required

app/apps/users/forms.py

@@ -2,16 +2,20 @@ from crispy_forms.bootstrap import (
     FormActions,
 )
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Submit
+from crispy_forms.layout import Layout, Submit, Row, Column, Field, Div
 from django import forms
+from django.contrib.auth import get_user_model
 from django.contrib.auth.forms import (
     UsernameField,
     AuthenticationForm,
+    UserCreationForm,
 )
+from django.db import transaction
 from django.utils.translation import gettext_lazy as _
 
 from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.users.models import UserSettings
+from apps.common.middleware.thread_local import get_current_user
 
 
 class LoginForm(AuthenticationForm):
@@ -132,3 +136,269 @@ class UserSettingsForm(forms.ModelForm):
                 ),
             ),
         )
+
+        self.fields["language"].help_text = _(
+            "This changes the language (if available) and how numbers and dates are displayed\n"
+            "Consider helping translate WYGIWYH to your language at %(translation_link)s"
+        ) % {
+            "translation_link": '<a href="https://translations.herculino.com" target="_blank">translations.herculino.com</a>'
+        }
+
+
+class UserUpdateForm(forms.ModelForm):
+    new_password1 = forms.CharField(
+        label=_("New Password"),
+        widget=forms.PasswordInput(attrs={"autocomplete": "new-password"}),
+        required=False,
+        help_text=_("Leave blank to keep the current password."),
+    )
+    new_password2 = forms.CharField(
+        label=_("Confirm New Password"),
+        widget=forms.PasswordInput(attrs={"autocomplete": "new-password"}),
+        required=False,
+    )
+
+    class Meta:
+        model = get_user_model()
+        # Add the administrative fields
+        fields = ["first_name", "last_name", "email", "is_active", "is_superuser"]
+        # Help texts can be defined here or directly in the layout/field definition
+        help_texts = {
+            "is_active": _(
+                "Designates whether this user should be treated as active. Unselect this instead of deleting accounts."
+            ),
+            "is_superuser": _(
+                "Designates that this user has all permissions without explicitly assigning them."
+            ),
+        }
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.instance = kwargs.get("instance")  # Store instance for validation/checks
+        self.requesting_user = get_current_user()
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+
+        # Define the layout using Crispy Forms, including the new fields
+        self.helper.layout = Layout(
+            Row(
+                Column("first_name", css_class="form-group col-md-6"),
+                Column("last_name", css_class="form-group col-md-6"),
+                css_class="row",
+            ),
+            Field("email"),
+            # Group password fields (optional visual grouping)
+            Div(
+                Field("new_password1"),
+                Field("new_password2"),
+                css_class="border p-3 rounded mb-3",
+            ),
+            # Group administrative status fields
+            Div(
+                Field("is_active"),
+                Field("is_superuser"),
+                css_class="border p-3 rounded mb-3 text-bg-secondary",  # Example visual separation
+            ),
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+        if (
+            self.requesting_user == self.instance
+            or not self.requesting_user.is_superuser
+        ):
+            self.fields["is_superuser"].disabled = True
+            self.fields["is_active"].disabled = True
+
+    # Keep existing clean methods
+    def clean_email(self):
+        email = self.cleaned_data.get("email")
+        # Use case-insensitive comparison for email uniqueness check
+        if (
+            self.instance
+            and get_user_model()
+            .objects.filter(email__iexact=email)
+            .exclude(pk=self.instance.pk)
+            .exists()
+        ):
+            raise forms.ValidationError(
+                _("This email address is already in use by another account.")
+            )
+        return email
+
+    def clean_new_password2(self):
+        new_password1 = self.cleaned_data.get("new_password1")
+        new_password2 = self.cleaned_data.get("new_password2")
+        if new_password1 and new_password1 != new_password2:
+            raise forms.ValidationError(_("The two password fields didn't match."))
+        if new_password1 and not new_password2:
+            raise forms.ValidationError(_("Please confirm your new password."))
+        if new_password2 and not new_password1:
+            raise forms.ValidationError(_("Please enter the new password first."))
+        return new_password2
+
+    def clean(self):
+        cleaned_data = super().clean()
+        is_active_val = cleaned_data.get("is_active")
+        is_superuser_val = cleaned_data.get("is_superuser")
+
+        # --- Crucial Security Check Example ---
+        # Prevent the requesting user from deactivating or removing superuser status
+        # from their *own* account via this form.
+        if (
+            self.requesting_user
+            and self.instance
+            and self.requesting_user.pk == self.instance.pk
+        ):
+            # Check if 'is_active' field exists and user is trying to set it to False
+            if "is_active" in self.fields and is_active_val is False:
+                self.add_error(
+                    "is_active",
+                    _("You cannot deactivate your own account using this form."),
+                )
+
+            # Check if 'is_superuser' field exists, the user *is* currently a superuser,
+            # and they are trying to set it to False
+            if (
+                "is_superuser" in self.fields
+                and self.instance.is_superuser
+                and is_superuser_val is False
+            ):
+                if get_user_model().objects.filter(is_superuser=True).count() <= 1:
+                    self.add_error(
+                        "is_superuser",
+                        _("Cannot remove status from the last superuser."),
+                    )
+                else:
+                    self.add_error(
+                        "is_superuser",
+                        _(
+                            "You cannot remove your own superuser status using this form."
+                        ),
+                    )
+
+        return cleaned_data
+
+    # Save method remains the same, ModelForm handles boolean fields correctly
+    def save(self, commit=True):
+        user = super().save(commit=False)
+        new_password = self.cleaned_data.get("new_password1")
+        if new_password:
+            user.set_password(new_password)
+
+        if commit:
+            user.save()
+        return user
+
+
+class UserAddForm(UserCreationForm):
+    """
+    A form for administrators to create new users.
+    Includes fields for first name, last name, email, active status,
+    and superuser status. Uses email as the username field.
+    Inherits password handling from UserCreationForm.
+    """
+
+    class Meta(UserCreationForm.Meta):
+        model = get_user_model()
+        # Specify the fields to include. UserCreationForm automatically handles
+        # 'password1' and 'password2'. We replace 'username' with 'email'.
+        fields = ("email", "first_name", "last_name", "is_active", "is_superuser")
+        field_classes = {
+            "email": forms.EmailField
+        }  # Ensure email field uses EmailField validation
+        help_texts = {
+            "is_active": _(
+                "Designates whether this user should be treated as active. Unselect this instead of deleting accounts."
+            ),
+            "is_superuser": _(
+                "Designates that this user has all permissions without explicitly assigning them."
+            ),
+        }
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        # Set is_active to True by default for new users, can be overridden by admin
+        self.fields["is_active"].initial = True
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+
+        # Define the layout, including password fields from UserCreationForm
+        self.helper.layout = Layout(
+            Field("email"),
+            Row(
+                Column("first_name", css_class="form-group col-md-6"),
+                Column("last_name", css_class="form-group col-md-6"),
+                css_class="row",
+            ),
+            # UserCreationForm provides 'password1' and 'password2' fields
+            Div(
+                Field("password1", autocomplete="new-password"),
+                Field("password2", autocomplete="new-password"),
+                css_class="border p-3 rounded mb-3",
+            ),
+            # Administrative status fields
+            Div(
+                Field("is_active"),
+                Field("is_superuser"),
+                css_class="border p-3 rounded mb-3 text-bg-secondary",
+            ),
+        )
+
+        if self.instance and self.instance.pk:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+
+    def clean_email(self):
+        """Ensure email uniqueness (case-insensitive)."""
+        email = self.cleaned_data.get("email")
+        if email and get_user_model().objects.filter(email__iexact=email).exists():
+            raise forms.ValidationError(
+                _("A user with this email address already exists.")
+            )
+        return email
+
+    @transaction.atomic  # Ensure user creation is atomic
+    def save(self, commit=True):
+        """
+        Save the user instance. UserCreationForm's save handles password hashing.
+        Our Meta class ensures other fields are included.
+        """
+        user = super().save(commit=False)
+
+        if commit:
+            user.save()
+        return user

app/apps/users/migrations/0020_alter_usersettings_language.py

@@ -0,0 +1,18 @@
+# Generated by Django 5.1.8 on 2025-04-13 03:35
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('users', '0019_alter_usersettings_language'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='usersettings',
+            name='language',
+            field=models.CharField(choices=[('auto', 'Auto'), ('af', 'Afrikaans'), ('ar', 'العربية'), ('ar-dz', 'العربية (الجزائر)'), ('ast', 'Asturianu'), ('az', 'Azərbaycan'), ('bg', 'Български'), ('be', 'Беларуская'), ('bn', 'বাংলা'), ('br', 'Brezhoneg'), ('bs', 'Bosanski'), ('ca', 'Català'), ('ckb', 'کوردیی ناوەندی'), ('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'), ('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')], default='auto', max_length=10, verbose_name='Language'),
+        ),
+    ]

app/apps/users/urls.py

@@ -22,4 +22,24 @@ urlpatterns = [
         views.update_settings,
         name="user_settings",
     ),
+    path(
+        "users/",
+        views.users_index,
+        name="users_index",
+    ),
+    path(
+        "users/list/",
+        views.users_list,
+        name="users_list",
+    ),
+    path(
+        "user/add/",
+        views.user_add,
+        name="user_add",
+    ),
+    path(
+        "user/<int:pk>/edit/",
+        views.user_edit,
+        name="user_edit",
+    ),
 ]

app/apps/users/views.py

@@ -1,20 +1,26 @@
 from django.contrib import messages
-from django.contrib.auth import logout
+from django.contrib.auth import logout, get_user_model
 from django.contrib.auth.decorators import login_required
 from django.contrib.auth.views import (
     LoginView,
 )
+from django.core.exceptions import PermissionDenied
 from django.http import HttpResponse
-from django.shortcuts import redirect, render
+from django.shortcuts import redirect, render, get_object_or_404
 from django.urls import reverse
 from django.utils.translation import gettext_lazy as _
+from django.views.decorators.http import require_http_methods
 
+from apps.common.decorators.htmx import only_htmx
+from apps.common.decorators.user import is_superuser, htmx_login_required
 from apps.users.forms import (
     LoginForm,
     UserSettingsForm,
+    UserUpdateForm,
+    UserAddForm,
 )
-from apps.common.decorators.htmx import only_htmx
 from apps.users.models import UserSettings
+from apps.common.decorators.demo import disabled_on_demo
 
 
 def logout_view(request):
@@ -22,7 +28,7 @@ def logout_view(request):
     return redirect(reverse("login"))
 
 
-@login_required
+@htmx_login_required
 def index(request):
     if request.user.settings.start_page == UserSettings.StartPage.MONTHLY:
         return redirect(reverse("monthly_index"))
@@ -49,7 +55,7 @@ class UserLoginView(LoginView):
 
 
 @only_htmx
-@login_required
+@htmx_login_required
 def toggle_amount_visibility(request):
     user_settings, created = UserSettings.objects.get_or_create(user=request.user)
     current_hide_amounts = user_settings.hide_amounts
@@ -70,7 +76,7 @@ def toggle_amount_visibility(request):
 
 
 @only_htmx
-@login_required
+@htmx_login_required
 def toggle_sound_playing(request):
     user_settings, created = UserSettings.objects.get_or_create(user=request.user)
     current_mute_sounds = user_settings.mute_sounds
@@ -91,7 +97,7 @@ def toggle_sound_playing(request):
 
 
 @only_htmx
-@login_required
+@htmx_login_required
 def update_settings(request):
     user_settings = request.user.settings
 
@@ -108,3 +114,86 @@ def update_settings(request):
         form = UserSettingsForm(instance=user_settings)
 
     return render(request, "users/fragments/user_settings.html", {"form": form})
+
+
+@htmx_login_required
+@is_superuser
+@require_http_methods(["GET"])
+def users_index(request):
+    return render(
+        request,
+        "users/pages/index.html",
+    )
+
+
+@only_htmx
+@htmx_login_required
+@is_superuser
+@require_http_methods(["GET"])
+def users_list(request):
+    users = get_user_model().objects.all().order_by("id")
+
+    return render(
+        request,
+        "users/fragments/list.html",
+        {"users": users},
+    )
+
+
+@only_htmx
+@htmx_login_required
+@is_superuser
+@require_http_methods(["GET", "POST"])
+def user_add(request):
+    if request.method == "POST":
+        form = UserAddForm(request.POST)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Item added successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = UserAddForm()
+
+    return render(
+        request,
+        "users/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@htmx_login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def user_edit(request, pk):
+    user = get_object_or_404(get_user_model(), id=pk)
+
+    if not request.user.is_superuser and user != request.user:
+        raise PermissionDenied
+
+    if request.method == "POST":
+        form = UserUpdateForm(request.POST, instance=user)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Item updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = UserUpdateForm(instance=user)
+
+    return render(
+        request,
+        "users/fragments/edit.html",
+        {"form": form, "user": user},
+    )

app/templates/calendar_view/fragments/list_transactions.html

@@ -5,7 +5,7 @@
 {% block title %}{% translate 'Transactions on' %} {{ date|date:"SHORT_DATE_FORMAT" }}{% endblock %}
 
 {% block body %}
-<div hx-get="{% url 'calendar_transactions_list' day=date.day month=date.month year=date.year %}" hx-trigger="updated from:window" hx-vals='{"disable_selection": true}'  hx-target="closest .offcanvas" class="show-loading" id="transactions-list">
+<div hx-get="{% url 'calendar_transactions_list' day=date.day month=date.month year=date.year %}" hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading" id="transactions-list">
   {% for transaction in transactions %}
     <c-transaction.item :transaction="transaction"></c-transaction.item>
   {% empty %}

app/templates/cotton/ui/help_icon.html

@@ -1,7 +1,8 @@
 {% spaceless %}
+{% load i18n %}
 <span class="tw-text-xs text-white-50 mx-1"
       data-bs-toggle="tooltip"
       data-bs-title="{{ content }}">
-  <i class="fa-solid fa-circle-question fa-fw"></i>
+  <i class="{% if not icon %}fa-solid fa-circle-question{% else %}{{ icon }}{% endif %} fa-fw"></i>
 </span>
 {% endspaceless %}

app/templates/cotton/ui/info_card.html

@@ -3,7 +3,7 @@
     {% if icon %}<i class="{{ icon }}"></i>{% else %}<span class="fw-bold">{{ title.0 }}</span>{% endif %}
   </div>
   <div class="card-body">
-    <h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}{% include 'includes/help_icon.html' with content=help_text %}{% endif %}</h5>
+    <h5 class="tw-text-{{ color }}-400 fw-bold tw-mr-[50px]" {{ attrs }}>{{ title }}{% if help_text %}<c-ui.help-icon :content="help_text" icon=""></c-ui.help-icon>{% endif %}</h5>
     {{ slot }}
   </div>
 </div>

app/templates/cotton/ui/percentage_distribution.html

@@ -1,27 +1,27 @@
 {% load i18n %}
 <div class="progress-stacked">
-  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Income' %} ({{ percentage.percentages.income_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_projected|floatformat:0 }}%">
+  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Income' %} ({{ percentage.percentages.income_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_projected|floatformat:"2u" }}%">
     <div class="progress-bar progress-bar-striped !tw-bg-green-300"
          data-bs-toggle="tooltip"
          data-bs-placement="top"
          title="{% trans 'Projected Income' %} ({{ percentage.percentages.income_projected|floatformat:2 }}%)">
     </div>
   </div>
-  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Income' %} ({{ percentage.percentages.income_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_current|floatformat:0 }}%">
+  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Income' %} ({{ percentage.percentages.income_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.income_current|floatformat:"2u" }}%">
     <div class="progress-bar !tw-bg-green-400"
          data-bs-toggle="tooltip"
          data-bs-placement="top"
          title="{% trans 'Current Income' %} ({{ p.percentages.income_current|floatformat:2 }}%)">
     </div>
   </div>
-  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Expenses' %} ({{ percentage.percentages.expense_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_projected|floatformat:0 }}%">
+  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Projected Expenses' %} ({{ percentage.percentages.expense_projected|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_projected|floatformat:"2u" }}%">
     <div class="progress-bar progress-bar-striped !tw-bg-red-300"
          data-bs-toggle="tooltip"
          data-bs-placement="top"
          title="{% trans 'Projected Expenses' %} ({{ percentage.percentages.expense_projected|floatformat:2 }}%)">
     </div>
   </div>
-  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Expenses' %} ({{ percentage.percentages.expense_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_current|floatformat:0 }}%">
+  <div class="progress position-relative" role="progressbar" aria-label="{% trans 'Current Expenses' %} ({{ percentage.percentages.expense_current|floatformat:2 }}%)" aria-valuenow="{{ percentage.percentages.expense_projected|floatformat:0 }}" aria-valuemin="0" aria-valuemax="100" style="width: {{ percentage.percentages.expense_current|floatformat:"2u" }}%">
     <div class="progress-bar !tw-bg-red-400"
          data-bs-toggle="tooltip"
          data-bs-placement="top"

app/templates/includes/navbar.html

@@ -94,7 +94,7 @@
           </ul>
         </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">
@@ -138,9 +138,13 @@
             {% endif %}
             <li><a class="dropdown-item {% active_link views='automatic_exchange_rates_index' %}"
                    href="{% url 'automatic_exchange_rates_index' %}">{% translate 'Automatic Exchange Rates' %}</a></li>
+            {% if user.is_superuser %}
             <li>
               <hr class="dropdown-divider">
             </li>
+            <li><h6 class="dropdown-header">{% trans 'Admin' %}</h6></li>
+            <li><a class="dropdown-item {% active_link views='users_index' %}"
+                    href="{% url 'users_index' %}">{% translate 'Users' %}</a></li>
             <li>
               <a class="dropdown-item"
                  href="{% url 'admin:index' %}"
@@ -151,6 +155,7 @@
                 {% translate 'Django Admin' %}
               </a>
             </li>
+            {% endif %}
           </ul>
         </li>
       </ul>

app/templates/includes/navbar/user_menu.html

@@ -5,11 +5,18 @@
     <i class="fa-solid fa-user"></i>
   </a>
   <ul class="dropdown-menu dropdown-menu-start dropdown-menu-lg-end">
+    <li class="dropdown-item-text">{{ user.email }}</li>
+    <li><hr class="dropdown-divider"></li>
     <li><a class="dropdown-item"
            hx-get="{% url 'user_settings' %}"
            hx-target="#generic-offcanvas"
            role="button">
       <i class="fa-solid fa-gear me-2 fa-fw"></i>{% translate 'Settings' %}</a></li>
+    <li><a class="dropdown-item"
+           hx-get="{% url 'user_edit' pk=request.user.id %}"
+           hx-target="#generic-offcanvas"
+           role="button">
+      <i class="fa-solid fa-user me-2 fa-fw"></i>{% translate 'Edit profile' %}</a></li>
     <li><hr class="dropdown-divider"></li>
     {% spaceless %}
     <li>

app/templates/includes/scripts/hyperscript/htmx_error_handler.html

@@ -1,15 +1,30 @@
 {% load i18n %}
 <script type="text/hyperscript">
-  behavior htmx_error_handler
-    on htmx:responseError or htmx:afterRequest[detail.failed] or htmx:sendError queue none
-      call Swal.fire({title: '{% trans 'Something went wrong loading your data' %}',
-                      text: '{% trans 'Try reloading the page or check the console for more information.' %}',
-                      icon: 'error',
-                      customClass: {
-                        confirmButton: 'btn btn-primary'
-                      },
-                      buttonsStyling: true})
-      then log event
-      then halt the event
-  end
+behavior htmx_error_handler
+  on htmx:responseError or htmx:afterRequest[detail.failed] or htmx:sendError queue none
+    -- Check if the event detail contains the xhr object and the status is 403
+    if event.detail.xhr.status == 403 then
+      call Swal.fire({
+        title: '{% trans "Access Denied" %}',
+        text: '{% trans "You do not have permission to perform this action or access this resource." %}',
+        icon: 'warning',
+        customClass: {
+          confirmButton: 'btn btn-warning' -- Optional: different button style
+        },
+        buttonsStyling: true
+      })
+    else
+      call Swal.fire({
+        title: '{% trans "Something went wrong loading your data" %}',
+        text: '{% trans "Try reloading the page or check the console for more information." %}',
+        icon: 'error',
+        customClass: {
+          confirmButton: 'btn btn-primary'
+        },
+        buttonsStyling: true
+      })
+    end
+    then log event
+    then halt the event
+end
 </script>

app/templates/insights/fragments/category_overview/index.html

@@ -1,68 +1,431 @@
 {% load i18n %}
 
-<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML" hx-include="#picker-form, #picker-type">
-  {% if total_table %}
-  <div class="table-responsive">
-    <table class="table table-striped table-hover">
-      <thead>
-      <tr>
-        <th scope="col">{% trans 'Category' %}</th>
-        <th scope="col">{% trans 'Income' %}</th>
-        <th scope="col">{% trans 'Expense' %}</th>
-        <th scope="col">{% trans 'Total' %}</th>
-      </tr>
-      </thead>
-      <tbody>
-      {% for category in total_table.values %}
-        <tr>
-          <th>{% if category.name %}{{ category.name }}{% else %}{% trans 'Uncategorized' %}{% endif %}</th>
-          <td>
-            {% for currency in category.currencies.values %}
-              {% if currency.total_income != 0 %}
-              <c-amount.display
-                  :amount="currency.total_income"
-                  :prefix="currency.currency.prefix"
-                  :suffix="currency.currency.suffix"
-                  :decimal_places="currency.currency.decimal_places"
-                  color="green"></c-amount.display>
-              {% else %}
-                <div>-</div>
-              {% endif %}
-            {% endfor %}
-          </td>
-          <td>
-            {% for currency in category.currencies.values %}
-              {% if currency.total_expense != 0 %}
-              <c-amount.display
-                  :amount="currency.total_expense"
-                  :prefix="currency.currency.prefix"
-                  :suffix="currency.currency.suffix"
-                  :decimal_places="currency.currency.decimal_places"
-                  color="red"></c-amount.display>
-              {% else %}
-                <div>-</div>
-              {% endif %}
-            {% endfor %}
-          </td>
-          <td>
-            {% for currency in category.currencies.values %}
-              {% if currency.total_final != 0 %}
-              <c-amount.display
-                  :amount="currency.total_final"
-                  :prefix="currency.currency.prefix"
-                  :suffix="currency.currency.suffix"
-                  :decimal_places="currency.currency.decimal_places"
-                  color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
-              {% else %}
-                <div>-</div>
-              {% endif %}
-            {% endfor %}
-          </td>
-        </tr>
-      {% endfor %}
-      </tbody>
-    </table>
+<div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML"
+     hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing">
+  <div class="h-100 text-center mb-4">
+    <div class="btn-group gap-3" role="group" id="view-type" _="on change trigger updated">
+      <input type="radio" class="btn-check"
+             name="view_type"
+             id="table-view"
+             autocomplete="off"
+             value="table"
+             {% if view_type == "table" %}checked{% endif %}>
+      <label class="btn btn-outline-primary rounded-5" for="table-view"><i
+          class="fa-solid fa-table fa-fw me-2"></i>{% trans 'Table' %}</label>
+
+      <input type="radio"
+             class="btn-check"
+             name="view_type"
+             id="bars-view"
+             autocomplete="off"
+             value="bars"
+             {% if view_type == "bars" %}checked{% endif %}>
+      <label class="btn btn-outline-primary rounded-5" for="bars-view"><i
+          class="fa-solid fa-chart-bar fa-fw me-2"></i>{% trans 'Bars' %}</label>
+    </div>
   </div>
+  <div class="mt-3 mb-1 d-flex flex-column flex-md-row justify-content-between">
+    <div class="form-check form-switch" id="show-tags">
+      {% if view_type == 'table' %}
+        <input type="hidden" name="show_tags" value="off">
+        <input class="form-check-input" type="checkbox" role="switch" id="show-tags-switch" name="show_tags"
+               _="on change trigger updated" {% if show_tags %}checked{% endif %}>
+        {% spaceless %}
+          <label class="form-check-label" for="show-tags-switch">
+            {% trans 'Tags' %}
+          </label>
+          <c-ui.help-icon
+              content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
+              icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
+        {% endspaceless %}
+      {% endif %}
+    </div>
+    <div class="btn-group btn-group-sm" role="group" id="showing" _="on change trigger updated">
+      <input type="radio" class="btn-check" name="showing" id="showing-projected" autocomplete="off"
+             value="projected" {% if showing == 'projected' %}checked{% endif %}>
+      <label class="btn btn-outline-primary" for="showing-projected">{% trans "Projected" %}</label>
+
+      <input type="radio" class="btn-check" name="showing" id="showing-current" autocomplete="off" value="current"
+             {% if showing == 'current' %}checked{% endif %}>
+      <label class="btn btn-outline-primary" for="showing-current">{% trans "Current" %}</label>
+
+      <input type="radio" class="btn-check" name="showing" id="showing-final" autocomplete="off" value="final"
+             {% if showing == 'final' %}checked{% endif %}>
+      <label class="btn btn-outline-primary" for="showing-final">{% trans "Final total" %}</label>
+    </div>
+  </div>
+  {% if total_table %}
+    {% if view_type == "table" %}
+      <div class="table-responsive">
+        <table class="table table-striped table-hover table-bordered align-middle">
+          <thead>
+          <tr>
+            <th scope="col">{% trans 'Category' %}</th>
+            <th scope="col">{% trans 'Income' %}</th>
+            <th scope="col">{% trans 'Expense' %}</th>
+            <th scope="col">{% trans 'Total' %}</th>
+          </tr>
+          </thead>
+          <tbody class="table-group-divider">
+          {% for category in total_table.values %}
+            <!-- Category row -->
+            <tr class="table-group-header">
+              <th>{% if category.name %}{{ category.name }}{% else %}{% trans 'Uncategorized' %}{% endif %}</th>
+              <td> {# income #}
+                {% for currency in category.currencies.values %}
+                  {% if showing == 'current' and currency.income_current != 0 %}
+                    <c-amount.display
+                        :amount="currency.income_current"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="green"></c-amount.display>
+                  {% elif showing == 'projected' and currency.income_projected != 0 %}
+                    <c-amount.display
+                        :amount="currency.income_projected"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="green"></c-amount.display>
+                  {% elif showing == 'final' and currency.total_income != 0 %}
+                    <c-amount.display
+                        :amount="currency.total_income"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="green"></c-amount.display>
+                  {% else %}
+                    <div>-</div>
+                  {% endif %}
+                {% endfor %}
+              </td>
+              <td>  {# expenses #}
+                {% for currency in category.currencies.values %}
+                  {% if showing == 'current' and currency.expense_current != 0 %}
+                    <c-amount.display
+                        :amount="currency.expense_current"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="red"></c-amount.display>
+                  {% elif showing == 'projected' and currency.expense_projected != 0 %}
+                    <c-amount.display
+                        :amount="currency.expense_projected"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="red"></c-amount.display>
+                  {% elif showing == 'final' and currency.total_expense != 0 %}
+                    <c-amount.display
+                        :amount="currency.total_expense"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="red"></c-amount.display>
+                  {% else %}
+                    <div>-</div>
+                  {% endif %}
+                {% endfor %}
+              </td>
+              <td>  {# total #}
+                {% for currency in category.currencies.values %}
+                  {% if showing == 'current' and currency.total_current != 0 %}
+                    <c-amount.display
+                        :amount="currency.total_current"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                  {% elif showing == 'projected' and currency.total_projected != 0 %}
+                    <c-amount.display
+                        :amount="currency.total_projected"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                  {% elif showing == 'final' and currency.total_final != 0 %}
+                    <c-amount.display
+                        :amount="currency.total_final"
+                        :prefix="currency.currency.prefix"
+                        :suffix="currency.currency.suffix"
+                        :decimal_places="currency.currency.decimal_places"
+                        color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                  {% else %}
+                    <div>-</div>
+                  {% endif %}
+                {% endfor %}
+              </td>
+            </tr>
+
+            <!-- Tag rows -->
+            {% if show_tags %}
+              {% for tag_id, tag in category.tags.items %}
+                {% if tag.name or not tag.name and category.tags.values|length > 1 %}
+                  <tr class="table-row-nested">
+                    <td class="ps-4">
+                      <i class="fa-solid fa-hashtag fa-fw me-2 text-muted"></i>{% if tag.name %}{{ tag.name }}{% else %}{% trans 'Untagged' %}{% endif %}
+                    </td>
+                    <td>
+                      {% for currency in tag.currencies.values %}
+                        {% if showing == 'current' and currency.income_current != 0 %}
+                          <c-amount.display
+                              :amount="currency.income_current"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="green"></c-amount.display>
+                        {% elif showing == 'projected' and currency.income_projected != 0 %}
+                          <c-amount.display
+                              :amount="currency.income_projected"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="green"></c-amount.display>
+                        {% elif showing == 'final' and currency.total_income != 0 %}
+                          <c-amount.display
+                              :amount="currency.total_income"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="green"></c-amount.display>
+                        {% else %}
+                          <div>-</div>
+                        {% endif %}
+                      {% endfor %}
+                    </td>
+                    <td>
+                      {% for currency in tag.currencies.values %}
+                        {% if showing == 'current' and currency.expense_current != 0 %}
+                          <c-amount.display
+                              :amount="currency.expense_current"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="red"></c-amount.display>
+                        {% elif showing == 'projected' and currency.expense_projected != 0 %}
+                          <c-amount.display
+                              :amount="currency.expense_projected"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="red"></c-amount.display>
+                        {% elif showing == 'final' and currency.total_expense != 0 %}
+                          <c-amount.display
+                              :amount="currency.total_expense"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="red"></c-amount.display>
+                        {% else %}
+                          <div>-</div>
+                        {% endif %}
+                      {% endfor %}
+                    </td>
+                    <td>
+                      {% for currency in tag.currencies.values %}
+                        {% if showing == 'current' and currency.total_current != 0 %}
+                          <c-amount.display
+                              :amount="currency.total_current"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                        {% elif showing == 'projected' and currency.total_projected != 0 %}
+                          <c-amount.display
+                              :amount="currency.total_projected"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                        {% elif showing == 'final' and currency.total_final != 0 %}
+                          <c-amount.display
+                              :amount="currency.total_final"
+                              :prefix="currency.currency.prefix"
+                              :suffix="currency.currency.suffix"
+                              :decimal_places="currency.currency.decimal_places"
+                              color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                        {% else %}
+                          <div>-</div>
+                        {% endif %}
+                      {% endfor %}
+                    </td>
+                  </tr>
+                {% endif %}
+              {% endfor %}
+            {% endif %}
+          {% endfor %}
+          </tbody>
+        </table>
+      </div>
+
+
+    {% elif view_type == "bars" %}
+      <div>
+        <div class="chart-container" _="init call setupChart() end" style="position: relative; height:78vh; width:100%">
+          <canvas id="categoryChart"></canvas>
+        </div>
+      </div>
+
+      {{ total_table|json_script:"categoryOverviewData" }}
+      {{ showing|json_script:"showingString" }}
+
+      <script>
+          function setupChart() {
+              var rawData = JSON.parse(document.getElementById('categoryOverviewData').textContent);
+              var showing_string = JSON.parse(document.getElementById('showingString').textContent);
+              console.log(showing_string)
+
+              // --- Dynamic Data Processing ---
+              var categories = [];
+              var currencyDetails = {}; // Stores details like { BRL: {code: 'BRL', name: 'Real', ...}, ... }
+              var currencyData = {};    // Stores data arrays like { BRL: [val1, null, val3,...], ... }
+
+              // Pass 1: Collect categories and currency details
+              Object.values(rawData).forEach(cat => {
+                  var categoryName = cat.name === null ? "{% trans 'Uncategorized' %}" : cat.name;
+                  if (!categories.includes(categoryName)) {
+                      categories.push(categoryName);
+                  }
+                  if (cat.currencies) {
+                      Object.values(cat.currencies).forEach(curr => {
+                          var details = curr.currency;
+                          if (details && details.code && !currencyDetails[details.code]) {
+                              var decimals = parseInt(details.decimal_places, 10);
+                              currencyDetails[details.code] = {
+                                  code: details.code,
+                                  name: details.name || details.code,
+                                  prefix: details.prefix || '',
+                                  suffix: details.suffix || '',
+                                  // Ensure decimal_places is a non-negative integer
+                                  decimal_places: !isNaN(decimals) && decimals >= 0 ? decimals : 2
+                              };
+                          }
+                      });
+                  }
+              });
+
+              // Initialize data structure for each currency with nulls
+              Object.keys(currencyDetails).forEach(code => {
+                  currencyData[code] = new Array(categories.length).fill(null);
+              });
+
+              // Pass 2: Populate data arrays (store all valid numbers now)
+              Object.values(rawData).forEach(cat => {
+                  var categoryName = cat.name === null ? "{% trans 'Uncategorized' %}" : cat.name;
+                  var catIndex = categories.indexOf(categoryName);
+                  if (catIndex === -1) return;
+
+                  if (cat.currencies) {
+                      Object.values(cat.currencies).forEach(curr => {
+                          var code = curr.currency?.code;
+                          if (code && currencyData[code]) {
+                              if (showing_string == 'current') {
+                                  var value = parseFloat(curr.total_current);
+                              } else if (showing_string == 'projected') {
+                                  var value = parseFloat(curr.total_projected);
+                              } else {
+                                  var value = parseFloat(curr.total_final);
+                              }
+
+                              // Store the number if it's valid, otherwise keep null
+                              currencyData[code][catIndex] = !isNaN(value) ? value : null;
+                          }
+                      });
+                  }
+              });
+
+              // --- Dynamic Chart Configuration ---
+              var datasets = Object.keys(currencyDetails).map((code, index) => {
+                  return {
+                      label: currencyDetails[code].name, // Use currency name for the legend label
+                      data: currencyData[code],
+                      currencyCode: code, // Store code for easy lookup in tooltip
+                      borderWidth: 1
+                  };
+              });
+
+              new Chart(document.getElementById('categoryChart'),
+                  {
+                      type: 'bar',
+                      data: {
+                          labels: categories,
+                          datasets: datasets
+                      },
+                      options: {
+                          indexAxis: 'y',
+                          responsive: true,
+                          interaction: {
+                              intersect: false,
+                              mode: 'nearest',
+                              axis: "y"
+                          },
+                          maintainAspectRatio: false,
+                          plugins: {
+                              title: {
+                                  display: false
+                              },
+                              tooltip: {
+                                  callbacks: {
+                                      label: function (context) {
+                                          const dataset = context.dataset;
+                                          const currencyCode = dataset.currencyCode;
+                                          const details = currencyDetails[currencyCode];
+                                          const value = context.parsed.x; // Use 'x' because indexAxis is 'y'
+
+                                          if (value === null || value === undefined || !details) {
+                                              // Display the category name if the value is null/undefined
+                                              return null;
+                                          }
+
+                                          let formattedValue = '';
+                                          try {
+                                              // Use Intl.NumberFormat for ALL values, configured with locale and exact decimal places
+                                              formattedValue = new Intl.NumberFormat(undefined, {
+                                                  minimumFractionDigits: details.decimal_places,
+                                                  maximumFractionDigits: details.decimal_places,
+                                                  // Do NOT use style: 'currency' here, as we add prefix/suffix manually
+                                              }).format(value);
+                                          } catch (e) {
+                                              formattedValue = value.toFixed(details.decimal_places);
+                                          }
+
+                                          // Return label with currency name and formatted value including prefix/suffix
+                                          return `${details.prefix}${formattedValue}${details.suffix}`;
+                                      }
+                                  }
+                              },
+                              legend: {
+                                  position: 'top',
+                              }
+                          },
+                          scales: {
+                              x: {
+                                  stacked: true,
+                                  type: 'linear',
+                                  title: {
+                                      display: true,
+                                      text: '{% trans 'Final Total' %}'
+                                  },
+                                  ticks: {
+                                      // Format ticks using the detected locale
+                                      callback: function (value, index, ticks) {
+                                          return value.toLocaleString();
+                                      }
+                                  }
+                              },
+                              y: {
+                                  stacked: true,
+                                  title: {
+                                      display: false,
+                                      text: '{% trans 'Category' %}'
+                                  }
+                              }
+                          }
+                      }
+                  });
+          }
+      </script>
+    {% endif %}
   {% else %}
     <c-msg.empty title="{% translate "No categories" %}"></c-msg.empty>
   {% endif %}

app/templates/insights/pages/index.html

@@ -2,6 +2,8 @@
 {% load crispy_forms_tags %}
 {% load i18n %}
 
+{% block title %}{% translate 'Insights' %}{% endblock %}
+
 {% block content %}
   <div class="container-fluid">
     <div class="row my-3 h-100">

app/templates/installment_plans/fragments/list_transactions.html

@@ -5,7 +5,7 @@
 {% block title %}{% translate 'Installments' %}{% endblock %}
 
 {% block body %}
-<div hx-get="{% url 'installment_plan_transactions' installment_plan_id=installment_plan.id %}" hx-trigger="updated from:window" hx-vals='{"disable_selection": true}' hx-target="closest .offcanvas" class="show-loading" id="transactions-list">
+<div hx-get="{% url 'installment_plan_transactions' installment_plan_id=installment_plan.id %}" hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading" id="transactions-list">
   {% for transaction in transactions %}
     <c-transaction.item :transaction="transaction"></c-transaction.item>
   {% endfor %}

app/templates/layouts/base.html

@@ -1,3 +1,4 @@
+{% load settings %}
 {% load pwa %}
 {% load formats %}
 {% load i18n %}
@@ -5,43 +6,53 @@
 {% load webpack_loader %}
 <!doctype html>
 <html lang="en" data-bs-theme="dark">
-  <head>
-    <meta charset="utf-8">
-    <meta name="viewport" content="width=device-width, initial-scale=1">
-    <title>
-      {% filter site_title %}
-        {% block title %}
-        {% endblock title %}
-      {% endfilter %}
-    </title>
+<head>
+  <meta charset="utf-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1">
+  <title>
+    {% filter site_title %}
+      {% block title %}
+      {% endblock title %}
+    {% endfilter %}
+  </title>
 
-    {% include 'includes/head/favicons.html' %}
-    {% progressive_web_app_meta %}
+  {% include 'includes/head/favicons.html' %}
+  {% progressive_web_app_meta %}
 
-    {% include 'includes/styles.html' %}
-    {% block extra_styles %}{% endblock %}
-  
-    {% include 'includes/scripts.html' %}
+  {% include 'includes/styles.html' %}
+  {% block extra_styles %}{% endblock %}
 
-    {% block extra_js_head %}{% endblock %}
-  </head>
-  <body class="font-monospace">
-    <div _="install hide_amounts
+  {% include 'includes/scripts.html' %}
+
+  {% block extra_js_head %}{% endblock %}
+</head>
+<body class="font-monospace">
+<div _="install hide_amounts
             install htmx_error_handler
            {% block body_hyperscript %}{% endblock %}"
-          hx-headers='{"X-CSRFToken": "{{ csrf_token }}"}'>
-      {% include 'includes/navbar.html' %}
+     hx-headers='{"X-CSRFToken": "{{ csrf_token }}"}'>
+  {% include 'includes/navbar.html' %}
 
-      <div id="content">
-        {% block content %}{% endblock %}
-      </div>
-      
-      {% include 'includes/offcanvas.html' %}
-      {% include 'includes/toasts.html' %}
+  {% settings "DEMO" as demo_mode %}
+  {% if demo_mode %}
+  <div class="px-3 m-0" id="demo-mode-alert" hx-preserve>
+    <div class="alert alert-warning alert-dismissible fade show my-3" role="alert">
+      <strong>{% trans 'This is a demo!' %}</strong> {% trans 'Any data you add here will be wiped in 24hrs or less' %}
+      <button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
     </div>
+  </div>
+  {% endif %}
 
-    {% include 'includes/tools/calculator.html' %}
+  <div id="content">
+    {% block content %}{% endblock %}
+  </div>
 
-    {% block extra_js_body %}{% endblock %}
-  </body>
+  {% include 'includes/offcanvas.html' %}
+  {% include 'includes/toasts.html' %}
+</div>
+
+{% include 'includes/tools/calculator.html' %}
+
+{% block extra_js_body %}{% endblock %}
+</body>
 </html>

app/templates/monthly_overview/pages/overview.html

@@ -160,7 +160,7 @@
           </div>
         </div>
         {#      Filter transactions form#}
-        <div class="collapse" id="collapse-filter">
+        <div class="collapse" id="collapse-filter" hx-preserve>
           <div class="card card-body">
             <form _="on change or submit or search trigger updated on window end
                    install init_tom_select

app/templates/net_worth/net_worth.html

@@ -46,7 +46,7 @@
                         color="grey"></c-amount.display>
                   </div>
                 {% endif %}
-                {% if currency.consolidated %}
+                {% if currency.consolidated and currency.consolidated.total_final != currency.total_final %}
                   <div class="d-flex align-items-baseline w-100">
                         <div class="account-name text-start font-monospace tw-text-gray-300">
                           <span class="hierarchy-line-icon"></span>{% trans 'Consolidated' %}</div>
@@ -57,7 +57,7 @@
                             :prefix="currency.consolidated.currency.prefix"
                             :suffix="currency.consolidated.currency.suffix"
                             :decimal_places="currency.consolidated.currency.decimal_places"
-                            color="{% if currency.total_final > 0 %}green{% elif currency.total_final < 0 %}red{% endif %}"
+                            color="{% if currency.consolidated.total_final > 0 %}green{% elif currency.consolidated.total_final < 0 %}red{% endif %}"
                             text-end></c-amount.display>
                         </div>
                       </div>

app/templates/recurring_transactions/fragments/list_transactions.html

@@ -5,7 +5,7 @@
 {% block title %}{% translate 'Transactions' %}{% endblock %}
 
 {% block body %}
-<div hx-get="{% url 'recurring_transaction_transactions' recurring_transaction_id=recurring_transaction.id %}" hx-trigger="updated from:window" hx-vals='{"disable_selection": true}' hx-target="closest .offcanvas" class="show-loading" id="transactions-list">
+<div hx-get="{% url 'recurring_transaction_transactions' recurring_transaction_id=recurring_transaction.id %}" hx-trigger="updated from:window" hx-target="closest .offcanvas" class="show-loading" id="transactions-list">
   {% for transaction in transactions %}
     <c-transaction.item :transaction="transaction"></c-transaction.item>
   {% endfor %}

app/templates/users/fragments/add.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Add user' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'user_add' %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/users/fragments/edit.html

@@ -0,0 +1,11 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit user' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'user_edit' pk=user.id %}" hx-target="#generic-offcanvas" novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/users/fragments/list.html

@@ -0,0 +1,85 @@
+{% load hijack %}
+{% load i18n %}
+<div class="container px-md-3 py-3 column-gap-5">
+  <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+    {% spaceless %}
+      <div>{% translate 'Users' %}<span>
+      <a class="text-decoration-none tw-text-2xl p-1 category-action"
+         role="button"
+         data-bs-toggle="tooltip"
+         data-bs-title="{% translate "Add" %}"
+         hx-get="{% url 'user_add' %}"
+         hx-target="#generic-offcanvas">
+            <i class="fa-solid fa-circle-plus fa-fw"></i></a>
+    </span></div>
+    {% endspaceless %}
+  </div>
+
+  <div class="card">
+    <div class="card-body">
+      <div id="tags-table">
+        {% if users %}
+          <div class="table-responsive">
+            <c-config.search></c-config.search>
+            <table class="table table-hover">
+              <thead>
+              <tr>
+                <th scope="col" class="col-auto"></th>
+                <th scope="col" class="col">{% translate 'Active' %}</th>
+                <th scope="col" class="col">{% translate 'Name' %}</th>
+                <th scope="col" class="col">{% translate 'Email' %}</th>
+                <th scope="col" class="col">{% translate 'Superuser' %}</th>
+              </tr>
+              </thead>
+              <tbody>
+              {% for user in users %}
+                <tr class="tag">
+                  <td class="col-auto">
+                    <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+                      <a class="btn btn-secondary btn-sm"
+                         role="button"
+                         hx-swap="innerHTML"
+                         data-bs-toggle="tooltip"
+                         data-bs-title="{% translate "Edit" %}"
+                         hx-get="{% url 'user_edit' pk=user.id %}"
+                         hx-target="#generic-offcanvas">
+                        <i class="fa-solid fa-pencil fa-fw"></i></a>
+                      {% if request.user|can_hijack:user and request.user != user %}
+                        <a class="btn btn-info btn-sm"
+                           role="button"
+                           data-bs-toggle="tooltip"
+                           data-bs-title="{% translate "Impersonate" %}"
+                           hx-post="{% url 'hijack:acquire' %}"
+                           hx-vals='{"user_pk":"{{user.id}}"}'
+                           hx-swap="none"
+                           _="on htmx:afterRequest(event) from me
+                               if event.detail.successful
+                                 go to url '/'">
+                          <i class="fa-solid fa-mask fa-fw"></i></a>
+                      {% endif %}
+                    </div>
+                  </td>
+                  <td class="col">
+                    {% if user.is_active %}
+                      <i class="fa-solid fa-solid fa-check text-success"></i>
+                    {% endif %}
+                  </td>
+                  <td class="col">{{ user.first_name }} {{ user.last_name }}</td>
+                  <td class="col">{{ user.email }}</td>
+                  <td class="col">
+                    {% if user.is_superuser %}
+                      <i class="fa-solid fa-solid fa-check text-success"></i>
+                    {% endif %}
+                  </td>
+                </tr>
+              {% endfor %}
+              </tbody>
+            </table>
+          </div>
+        {% else %}
+          <c-msg.empty title="{% translate "No users" %}" remove-padding></c-msg.empty>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+</div>

app/templates/users/login.html

@@ -1,4 +1,6 @@
 {% extends "layouts/base_auth.html" %}
+{% load i18n %}
+{% load settings %}
 {% load crispy_forms_tags %}
 
 {% block title %}Login{% endblock %}
@@ -7,15 +9,26 @@
   <div>
     <div class="container">
       <div class="row vh-100 d-flex justify-content-center align-items-center">
-              <div class="col-md-6 col-xl-4 col-12">
-                  <div class="card shadow-lg">
-                      <div class="card-body">
-                          <h2 class="card-title text-center mb-4">Login</h2>
-                          {% crispy form %}
-                      </div>
-                  </div>
+        <div class="col-md-6 col-xl-4 col-12">
+          {% settings "DEMO" as demo_mode %}
+          {% if demo_mode %}
+            <div class="card shadow mb-3">
+              <div class="card-body">
+                <h1 class="h5 card-title text-center mb-4">{% trans "Welcome to WYGIWYH's demo!" %}</h1>
+                <p>{% trans 'Use the credentials below to login' %}:</p>
+                <p>{% trans 'E-mail' %}: <span class="badge text-bg-secondary user-select-all">demo@demo.com</span></p>
+                <p>{% trans 'Password' %}: <span class="badge text-bg-secondary user-select-all">wygiwyhdemo</span></p>
               </div>
+            </div>
+          {% endif %}
+          <div class="card shadow-lg">
+            <div class="card-body">
+              <h1 class="h2 card-title text-center mb-4">Login</h1>
+              {% crispy form %}
+            </div>
           </div>
+        </div>
+      </div>
     </div>
   </div>
 {% endblock %}

app/templates/users/pages/index.html

@@ -0,0 +1,8 @@
+{% extends "layouts/base.html" %}
+{% load i18n %}
+
+{% block title %}{% translate 'Users' %}{% endblock %}
+
+{% block content %}
+<div hx-get="{% url 'users_list' %}" hx-trigger="load, updated from:window" class="show-loading"></div>
+{% endblock %}

docker/dev/django/start

@@ -11,4 +11,6 @@ python manage.py migrate
 # Create flag file to signal migrations are complete
 touch /tmp/migrations_complete
 
+python manage.py setup_users
+
 exec python manage.py runserver 0.0.0.0:8000

docker/prod/django/start

@@ -13,4 +13,6 @@ python manage.py migrate
 # Create flag file to signal migrations are complete
 touch /tmp/migrations_complete
 
+python manage.py setup_users
+
 exec gunicorn WYGIWYH.wsgi:application --bind 0.0.0.0:8000 --timeout 600

frontend/src/application/select.js

@@ -6,6 +6,7 @@ window.TomSelect = function createDynamicTomSelect(element) {
     // Basic configuration
     const config = {
         plugins: {},
+        maxOptions: null,
 
         // Extract 'create' option from data attribute
         create: element.dataset.create === 'true',

requirements.txt

@@ -1,32 +1,32 @@
 Django~=5.1
-psycopg[binary]==3.2.3
-python-webpack-boilerplate==1.0.3
+psycopg[binary]==3.2.6
+python-webpack-boilerplate==1.0.4
 django-crispy-forms==2.3
-crispy-bootstrap5==2024.10
-django-browser-reload==1.12.1
-django-hijack==3.4.5
-django-filter==24.3
-django-debug-toolbar==4.3.0
-django-cachalot~=2.6.3
-django-cotton~=1.2.1
+crispy-bootstrap5==2025.4
+django-browser-reload==1.18.0
+django-hijack==3.7.1
+django-filter==25.1
+django-debug-toolbar==4.4.6
+django-cachalot~=2.7.0
+django-cotton~=1.5.2
 django-pwa~=2.0.1
-djangorestframework~=3.15.2
-drf-spectacular~=0.27.2
-django-import-export~=4.3.5
+djangorestframework~=3.16.0
+drf-spectacular~=0.28.0
+django-import-export~=4.3.7
 
-gunicorn==22.0.0
-whitenoise[brotli]==6.6.0
+gunicorn==23.0.0
+whitenoise[brotli]==6.9.0
 
 watchfiles==0.24.0  # https://github.com/samuelcolvin/watchfiles
-procrastinate[django]~=2.14
+procrastinate[django]~=2.15.1
 
 requests~=2.32.3
 
-pytz~=2024.2
+pytz
 python-dateutil~=2.9.0.post0
-simpleeval~=1.0.0
-pydantic~=2.10.5
+simpleeval~=1.0.3
+pydantic~=2.11.3
 PyYAML~=6.0.2
-mistune~=3.1.1
-openpyxl~=3.1
-xlrd~=2.0
+mistune~=3.1.3
+openpyxl~=3.1.5
+xlrd~=2.0.1