chore(locale): update translation files

[skip ci] Automatically generated by Django makemessages workflow

.env.example

@@ -31,3 +31,10 @@ ENABLE_SOFT_DELETE=false
 KEEP_DELETED_TRANSACTIONS_FOR=365
 
 TASK_WORKERS=1 # This only work if you're using the single container option. Increase to have more open queues via procrastinate, you probably don't need to increase this.
+
+# OIDC Configuration. Uncomment the lines below if you want to add OIDC login to your instance
+#OIDC_CLIENT_NAME=""
+#OIDC_CLIENT_ID=""
+#OIDC_CLIENT_SECRET=""
+#OIDC_SERVER_URL=""
+#OIDC_ALLOW_SIGNUP=true

README.md

@@ -144,6 +144,31 @@ To create the first user, open the container's console using Unraid's UI, by cli
 | 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.                                                                                                                                             |
 
+## OIDC Configuration
+
+WYGIWYH supports login via OpenID Connect (OIDC) through `django-allauth`. This allows users to authenticate using an external OIDC provider.
+
+> [!NOTE]
+> Currently only OpenID Connect is supported as a provider, open an issue if you need something else.
+
+To configure OIDC, you need to set the following environment variables:
+
+| Variable             | Description                                                                                                                                                                                                                                            |
+|----------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
+| `OIDC_CLIENT_NAME`   | The name of the provider. will be displayed in the login page. Defaults to `OpenID Connect`                                                                                                                                                            |
+| `OIDC_CLIENT_ID`     | The Client ID provided by your OIDC provider.                                                                                                                                                                                                          |
+| `OIDC_CLIENT_SECRET` | The Client Secret provided by your OIDC provider.                                                                                                                                                                                                      |
+| `OIDC_SERVER_URL`    | The base URL of your OIDC provider's discovery document or authorization server (e.g., `https://your-provider.com/auth/realms/your-realm`). `django-allauth` will use this to discover the necessary endpoints (authorization, token, userinfo, etc.). |
+| `OIDC_ALLOW_SIGNUP`  | Allow the automatic creation of inexistent accounts on a successfull authentication. Defaults to `true`.                                                                                                                                               |
+
+**Callback URL (Redirect URI):**
+
+When configuring your OIDC provider, you will need to provide a callback URL (also known as a Redirect URI). For WYGIWYH, the default callback URL is:
+
+`https://your.wygiwyh.domain/daa/accounts/oidc/<OIDC_CLIENT_NAME>/login/callback/`
+
+Replace `https://your.wygiwyh.domain` with the actual URL where your WYGIWYH instance is accessible. And `<OIDC_CLIENT_NAME>` with the slugfied value set in OIDC_CLIENT_NAME or the default `openid-connect` if you haven't set this variable.
+
 # How it works
 
 Check out our [Wiki](https://github.com/eitchtee/WYGIWYH/wiki) for more information.

app/WYGIWYH/settings.py

@@ -14,6 +14,7 @@ import os
 import sys
 from pathlib import Path
 
+from django.utils.text import slugify
 
 SITE_TITLE = "WYGIWYH"
 TITLE_SEPARATOR = "::"
@@ -42,6 +43,7 @@ INSTALLED_APPS = [
     "django.contrib.contenttypes",
     "django.contrib.sessions",
     "django.contrib.messages",
+    "django.contrib.sites",
     "whitenoise.runserver_nostatic",
     "django.contrib.staticfiles",
     "webpack_boilerplate",
@@ -61,7 +63,6 @@ INSTALLED_APPS = [
     "apps.transactions.apps.TransactionsConfig",
     "apps.currencies.apps.CurrenciesConfig",
     "apps.accounts.apps.AccountsConfig",
-    "apps.common.apps.CommonConfig",
     "apps.net_worth.apps.NetWorthConfig",
     "apps.import_app.apps.ImportConfig",
     "apps.export_app.apps.ExportConfig",
@@ -74,8 +75,15 @@ INSTALLED_APPS = [
     "apps.calendar_view.apps.CalendarViewConfig",
     "apps.dca.apps.DcaConfig",
     "pwa",
+    "allauth",
+    "allauth.account",
+    "allauth.socialaccount",
+    "allauth.socialaccount.providers.openid_connect",
+    "apps.common.apps.CommonConfig",
 ]
 
+SITE_ID = 1
+
 MIDDLEWARE = [
     "django_browser_reload.middleware.BrowserReloadMiddleware",
     "apps.common.middleware.thread_local.ThreadLocalMiddleware",
@@ -91,6 +99,7 @@ MIDDLEWARE = [
     "django.contrib.messages.middleware.MessageMiddleware",
     "django.middleware.clickjacking.XFrameOptionsMiddleware",
     "hijack.middleware.HijackUserMiddleware",
+    "allauth.account.middleware.AccountMiddleware",
 ]
 
 ROOT_URLCONF = "WYGIWYH.urls"
@@ -307,6 +316,42 @@ DEFAULT_AUTO_FIELD = "django.db.models.BigAutoField"
 
 LOGIN_REDIRECT_URL = "/"
 LOGIN_URL = "/login/"
+LOGOUT_REDIRECT_URL = "/login/"
+
+# Allauth settings
+AUTHENTICATION_BACKENDS = [
+    "django.contrib.auth.backends.ModelBackend",  # Keep default
+    "allauth.account.auth_backends.AuthenticationBackend",
+]
+
+SOCIALACCOUNT_PROVIDERS = {"openid_connect": {"APPS": []}}
+
+if (
+    os.getenv("OIDC_CLIENT_ID")
+    and os.getenv("OIDC_CLIENT_SECRET")
+    and os.getenv("OIDC_SERVER_URL")
+):
+    SOCIALACCOUNT_PROVIDERS["openid_connect"]["APPS"].append(
+        {
+            "provider_id": slugify(os.getenv("OIDC_CLIENT_NAME", "OpenID Connect")),
+            "name": os.getenv("OIDC_CLIENT_NAME", "OpenID Connect"),
+            "client_id": os.getenv("OIDC_CLIENT_ID"),
+            "secret": os.getenv("OIDC_CLIENT_SECRET"),
+            "settings": {
+                "server_url": os.getenv("OIDC_SERVER_URL"),
+            },
+        }
+    )
+
+ACCOUNT_LOGIN_METHODS = {"email"}
+ACCOUNT_SIGNUP_FIELDS = ["email*", "password1*", "password2*"]
+ACCOUNT_USER_MODEL_USERNAME_FIELD = None
+ACCOUNT_EMAIL_VERIFICATION = "none"
+SOCIALACCOUNT_LOGIN_ON_GET = True
+SOCIALACCOUNT_ONLY = True
+SOCIALACCOUNT_AUTO_SIGNUP = os.getenv("OIDC_ALLOW_SIGNUP", "true").lower() == "true"
+ACCOUNT_ADAPTER = "allauth.account.adapter.DefaultAccountAdapter"
+SOCIALACCOUNT_ADAPTER = "allauth.socialaccount.adapter.DefaultSocialAccountAdapter"
 
 # CRISPY FORMS
 CRISPY_ALLOWED_TEMPLATE_PACKS = ["bootstrap5", "crispy_forms/pure_text"]

app/WYGIWYH/urls.py

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

app/apps/accounts/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/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/common/apps.py

@@ -4,3 +4,17 @@ from django.apps import AppConfig
 class CommonConfig(AppConfig):
     default_auto_field = "django.db.models.BigAutoField"
     name = "apps.common"
+
+    def ready(self):
+        from django.contrib import admin
+        from django.contrib.sites.models import Site
+        from allauth.socialaccount.models import (
+            SocialAccount,
+            SocialApp,
+            SocialToken,
+        )
+
+        admin.site.unregister(Site)
+        admin.site.unregister(SocialAccount)
+        admin.site.unregister(SocialApp)
+        admin.site.unregister(SocialToken)

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/models.py

@@ -65,6 +65,18 @@ class SharedObject(models.Model):
         super().save(*args, **kwargs)
 
 
+class OwnedObjectManager(models.Manager):
+    def get_queryset(self):
+        """Return only objects the user can access"""
+        user = get_current_user()
+        base_qs = super().get_queryset()
+
+        if user and user.is_authenticated:
+            return base_qs.filter(Q(owner=user) | Q(owner=None)).distinct()
+
+        return base_qs
+
+
 class OwnedObject(models.Model):
     owner = models.ForeignKey(
         settings.AUTH_USER_MODEL,

app/apps/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

@@ -168,6 +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)
 
@@ -178,7 +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/net_worth/views.py

@@ -32,7 +32,7 @@ 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
@@ -137,7 +137,7 @@ 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

app/apps/transactions/forms.py

@@ -6,6 +6,8 @@ from crispy_forms.layout import (
     Row,
     Column,
     Field,
+    Div,
+    HTML,
 )
 from django import forms
 from django.db.models import Q
@@ -28,8 +30,8 @@ from apps.transactions.models import (
     InstallmentPlan,
     RecurringTransaction,
     TransactionEntity,
+    QuickTransaction,
 )
-from apps.common.middleware.thread_local import get_current_user
 
 
 class TransactionForm(forms.ModelForm):
@@ -206,10 +208,21 @@ 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",
                 ),
             )
 
@@ -235,6 +248,140 @@ class TransactionForm(forms.ModelForm):
         return instance
 
 
+class QuickTransactionForm(forms.ModelForm):
+    category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    entities = DynamicModelMultipleChoiceField(
+        model=TransactionEntity,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Entities"),
+    )
+    account = forms.ModelChoiceField(
+        queryset=Account.objects.filter(is_archived=False),
+        label=_("Account"),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+
+    class Meta:
+        model = QuickTransaction
+        fields = [
+            "name",
+            "account",
+            "type",
+            "is_paid",
+            "amount",
+            "description",
+            "notes",
+            "category",
+            "tags",
+            "entities",
+        ]
+        widgets = {
+            "notes": forms.Textarea(attrs={"rows": 3}),
+            "account": TomSelect(clear_button=False, group_by="group"),
+        }
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        # if editing a transaction display non-archived items and it's own item even if it's archived
+        if self.instance.id:
+            self.fields["account"].queryset = Account.objects.filter(
+                Q(is_archived=False) | Q(transactions=self.instance.id),
+            )
+
+            self.fields["category"].queryset = TransactionCategory.objects.filter(
+                Q(active=True) | Q(transaction=self.instance.id)
+            )
+
+            self.fields["tags"].queryset = TransactionTag.objects.filter(
+                Q(active=True) | Q(transaction=self.instance.id)
+            )
+
+            self.fields["entities"].queryset = TransactionEntity.objects.filter(
+                Q(active=True) | Q(transactions=self.instance.id)
+            )
+        else:
+            self.fields["account"].queryset = Account.objects.filter(
+                is_archived=False,
+            )
+
+            self.fields["category"].queryset = TransactionCategory.objects.filter(
+                active=True
+            )
+            self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+            self.fields["entities"].queryset = TransactionEntity.objects.all()
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
+            Field(
+                "type",
+                template="transactions/widgets/income_expense_toggle_buttons.html",
+            ),
+            Field("is_paid", template="transactions/widgets/paid_toggle_button.html"),
+            "name",
+            HTML("<hr />"),
+            Row(
+                Column("account", css_class="form-group col-md-6 mb-0"),
+                Column("entities", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            Row(
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "notes",
+        )
+
+        if self.instance and self.instance.pk:
+            decimal_places = self.instance.account.currency.decimal_places
+            self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput(
+                decimal_places=decimal_places
+            )
+            self.helper.layout.append(
+                FormActions(
+                    NoClassSubmit(
+                        "submit", _("Update"), css_class="btn btn-outline-primary w-100"
+                    ),
+                ),
+            )
+        else:
+            self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+            self.helper.layout.append(
+                Div(
+                    NoClassSubmit(
+                        "submit", _("Add"), css_class="btn btn-outline-primary"
+                    ),
+                    css_class="d-grid gap-2",
+                ),
+            )
+
+
 class BulkEditTransactionForm(TransactionForm):
     is_paid = forms.NullBooleanField(required=False)
 

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

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

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

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

app/apps/transactions/models.py

@@ -16,7 +16,12 @@ from apps.common.templatetags.decimal import localize_number, drop_trailing_zero
 from apps.currencies.utils.convert import convert
 from apps.transactions.validators import validate_decimal_places, validate_non_negative
 from apps.common.middleware.thread_local import get_current_user
-from apps.common.models import SharedObject, SharedObjectManager, OwnedObject
+from apps.common.models import (
+    SharedObject,
+    SharedObjectManager,
+    OwnedObject,
+    OwnedObjectManager,
+)
 
 logger = logging.getLogger()
 
@@ -118,13 +123,20 @@ 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,
@@ -879,3 +891,86 @@ class RecurringTransaction(models.Model):
         """
         today = timezone.localdate(timezone.now())
         self.transactions.filter(is_paid=False, date__gt=today).delete()
+
+
+class QuickTransaction(OwnedObject):
+    class Type(models.TextChoices):
+        INCOME = "IN", _("Income")
+        EXPENSE = "EX", _("Expense")
+
+    name = models.CharField(
+        max_length=100,
+        null=False,
+        blank=False,
+        verbose_name=_("Name"),
+    )
+
+    account = models.ForeignKey(
+        "accounts.Account",
+        on_delete=models.CASCADE,
+        verbose_name=_("Account"),
+        related_name="quick_transactions",
+    )
+    type = models.CharField(
+        max_length=2,
+        choices=Type,
+        default=Type.EXPENSE,
+        verbose_name=_("Type"),
+    )
+    is_paid = models.BooleanField(default=True, verbose_name=_("Paid"))
+
+    amount = models.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        verbose_name=_("Amount"),
+        validators=[validate_non_negative, validate_decimal_places],
+    )
+
+    description = models.CharField(
+        max_length=500, verbose_name=_("Description"), blank=True
+    )
+    notes = models.TextField(blank=True, verbose_name=_("Notes"))
+    category = models.ForeignKey(
+        TransactionCategory,
+        on_delete=models.SET_NULL,
+        verbose_name=_("Category"),
+        blank=True,
+        null=True,
+    )
+    tags = models.ManyToManyField(
+        TransactionTag,
+        verbose_name=_("Tags"),
+        blank=True,
+    )
+    entities = models.ManyToManyField(
+        TransactionEntity,
+        verbose_name=_("Entities"),
+        blank=True,
+        related_name="quick_transactions",
+    )
+
+    internal_note = models.TextField(blank=True, verbose_name=_("Internal Note"))
+    internal_id = models.TextField(
+        blank=True, null=True, unique=True, verbose_name=_("Internal ID")
+    )
+
+    created_at = models.DateTimeField(auto_now_add=True)
+    updated_at = models.DateTimeField(auto_now=True)
+
+    objects = OwnedObjectManager()
+    all_objects = models.Manager()  # Unfiltered manager
+
+    class Meta:
+        verbose_name = _("Quick Transaction")
+        verbose_name_plural = _("Quick Transactions")
+        unique_together = ("name", "owner")
+        db_table = "quick_transactions"
+        default_manager_name = "objects"
+
+    def save(self, *args, **kwargs):
+        self.amount = truncate_decimal(
+            value=self.amount, decimal_places=self.account.currency.decimal_places
+        )
+
+        self.full_clean()
+        super().save(*args, **kwargs)

app/apps/transactions/urls.py

@@ -307,4 +307,39 @@ urlpatterns = [
         views.recurring_transaction_finish,
         name="recurring_transaction_finish",
     ),
+    path(
+        "quick-transactions/",
+        views.quick_transactions_index,
+        name="quick_transactions_index",
+    ),
+    path(
+        "quick-transactions/list/",
+        views.quick_transactions_list,
+        name="quick_transactions_list",
+    ),
+    path(
+        "quick-transactions/add/",
+        views.quick_transaction_add,
+        name="quick_transaction_add",
+    ),
+    path(
+        "quick-transactions/<int:quick_transaction_id>/edit/",
+        views.quick_transaction_edit,
+        name="quick_transaction_edit",
+    ),
+    path(
+        "quick-transactions/<int:quick_transaction_id>/delete/",
+        views.quick_transaction_delete,
+        name="quick_transaction_delete",
+    ),
+    path(
+        "quick-transactions/create-menu/",
+        views.quick_transactions_create_menu,
+        name="quick_transactions_create_menu",
+    ),
+    path(
+        "quick-transactions/<int:quick_transaction_id>/create/",
+        views.quick_transaction_add_as_transaction,
+        name="quick_transaction_add_as_transaction",
+    ),
 ]

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/__init__.py

@@ -5,3 +5,4 @@ from .categories import *
 from .actions import *
 from .installment_plans import *
 from .recurring_transactions import *
+from .quick_transactions import *

app/apps/transactions/views/quick_transactions.py

@@ -0,0 +1,152 @@
+from django.contrib import messages
+from django.contrib.auth.decorators import login_required
+from django.forms import model_to_dict
+from django.http import HttpResponse
+from django.shortcuts import render, get_object_or_404
+from django.utils import timezone
+from django.utils.translation import gettext_lazy as _
+from django.views.decorators.http import require_http_methods
+
+from apps.common.decorators.htmx import only_htmx
+from apps.transactions.forms import QuickTransactionForm
+from apps.transactions.models import QuickTransaction
+from apps.transactions.models import Transaction
+
+
+@login_required
+@require_http_methods(["GET"])
+def quick_transactions_index(request):
+    return render(
+        request,
+        "quick_transactions/pages/index.html",
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def quick_transactions_list(request):
+    quick_transactions = QuickTransaction.objects.all().order_by("name")
+    return render(
+        request,
+        "quick_transactions/fragments/list.html",
+        context={"quick_transactions": quick_transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def quick_transaction_add(request):
+    if request.method == "POST":
+        form = QuickTransactionForm(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 = QuickTransactionForm()
+
+    return render(
+        request,
+        "quick_transactions/fragments/add.html",
+        {"form": form},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET", "POST"])
+def quick_transaction_edit(request, quick_transaction_id):
+    quick_transaction = get_object_or_404(QuickTransaction, id=quick_transaction_id)
+
+    if request.method == "POST":
+        form = QuickTransactionForm(request.POST, instance=quick_transaction)
+        if form.is_valid():
+            form.save()
+            messages.success(request, _("Item updated successfully"))
+
+            return HttpResponse(
+                status=204,
+                headers={
+                    "HX-Trigger": "updated, hide_offcanvas",
+                },
+            )
+    else:
+        form = QuickTransactionForm(instance=quick_transaction)
+
+    return render(
+        request,
+        "quick_transactions/fragments/edit.html",
+        {"form": form, "quick_transaction": quick_transaction},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["DELETE"])
+def quick_transaction_delete(request, quick_transaction_id):
+    quick_transaction = get_object_or_404(QuickTransaction, id=quick_transaction_id)
+
+    quick_transaction.delete()
+
+    messages.success(request, _("Item deleted successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def quick_transactions_create_menu(request):
+    quick_transactions = QuickTransaction.objects.all().order_by("name")
+    return render(
+        request,
+        "quick_transactions/fragments/create_menu.html",
+        context={"quick_transactions": quick_transactions},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def quick_transaction_add_as_transaction(request, quick_transaction_id):
+    quick_transaction: QuickTransaction = get_object_or_404(
+        QuickTransaction, id=quick_transaction_id
+    )
+    today = timezone.localdate(timezone.now())
+
+    quick_transaction_data = model_to_dict(
+        quick_transaction,
+        exclude=["id", "name", "owner", "account", "category", "tags", "entities"],
+    )
+
+    new_transaction = Transaction(**quick_transaction_data)
+    new_transaction.account = quick_transaction.account
+    new_transaction.category = quick_transaction.category
+
+    new_transaction.date = today
+    new_transaction.reference_date = today.replace(day=1)
+    new_transaction.save()
+    new_transaction.tags.set(quick_transaction.tags.all())
+    new_transaction.entities.set(quick_transaction.entities.all())
+
+    messages.success(request, _("Transaction added successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated, hide_offcanvas",
+        },
+    )

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/views.py

@@ -20,6 +20,7 @@ from apps.users.forms import (
     UserAddForm,
 )
 from apps.users.models import UserSettings
+from apps.common.decorators.demo import disabled_on_demo
 
 
 def logout_view(request):
@@ -168,6 +169,7 @@ def user_add(request):
 
 @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)

app/templates/calendar_view/pages/calendar.html

@@ -13,45 +13,47 @@
 {% endblock %}
 
 {% block content %}
-<div class="container px-md-3 py-3 column-gap-5">
-  <div class="row mb-3 gx-xl-4 gy-3 mb-4">
-{#    Date picker#}
-    <div class="col-12 col-xl-4 flex-row align-items-center d-flex">
-      <div class="tw-text-base h-100 align-items-center d-flex">
-        <a role="button"
-           class="pe-4 py-2"
-           hx-boost="true"
-           hx-trigger="click, previous_month from:window"
-           href="{% url 'calendar' month=previous_month year=previous_year %}"><i
-            class="fa-solid fa-chevron-left"></i></a>
+  <div class="container px-md-3 py-3 column-gap-5">
+    <div class="row mb-3 gx-xl-4 gy-3 mb-4">
+      {#    Date picker#}
+      <div class="col-12 col-xl-4 flex-row align-items-center d-flex">
+        <div class="tw-text-base h-100 align-items-center d-flex">
+          <a role="button"
+             class="pe-4 py-2"
+             hx-boost="true"
+             hx-trigger="click, previous_month from:window"
+             href="{% url 'calendar' month=previous_month year=previous_year %}"><i
+              class="fa-solid fa-chevron-left"></i></a>
+        </div>
+        <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
+             hx-get="{% url 'month_year_picker' %}"
+             hx-target="#generic-offcanvas-left"
+             hx-trigger="click, date_picker from:window"
+             hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "calendar", "field": "date"}' role="button">
+          {{ month|month_name }} {{ year }}
+        </div>
+        <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
+          <a role="button"
+             class="ps-3 py-2"
+             hx-boost="true"
+             hx-trigger="click, next_month from:window"
+             href="{% url 'calendar' month=next_month year=next_year %}">
+            <i class="fa-solid fa-chevron-right"></i>
+          </a>
+        </div>
       </div>
-      <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center"
-           hx-get="{% url 'month_year_picker' %}"
-           hx-target="#generic-offcanvas-left"
-           hx-trigger="click, date_picker from:window"
-           hx-vals='{"month": {{ month }}, "year": {{ year }}, "for": "calendar", "field": "date"}' role="button">
-        {{ month|month_name }} {{ year }}
-      </div>
-      <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
-        <a role="button"
-           class="ps-3 py-2"
-           hx-boost="true"
-           hx-trigger="click, next_month from:window"
-           href="{% url 'calendar' month=next_month year=next_year %}">
-          <i class="fa-solid fa-chevron-right"></i>
-        </a>
+      {#    Action buttons#}
+      <div class="col-12 col-xl-8">
+        {#      <c-ui.quick-transactions-buttons#}
+        {#        :year="year"#}
+        {#        :month="month"#}
+        {#      ></c-ui.quick-transactions-buttons>#}
       </div>
     </div>
-{#    Action buttons#}
-    <div class="col-12 col-xl-8">
-      <c-ui.quick-transactions-buttons
-        :year="year"
-        :month="month"
-      ></c-ui.quick-transactions-buttons>
+    <div class="row">
+      <div class="show-loading" hx-get="{% url 'calendar_list' month=month year=year %}"
+           hx-trigger="load, updated from:window, selective_update from:window"></div>
     </div>
   </div>
-  <div class="row">
-    <div class="show-loading" hx-get="{% url 'calendar_list' month=month year=year %}" hx-trigger="load, updated from:window, selective_update from:window"></div>
-  </div>
-</div>
+  <c-ui.transactions_fab></c-ui.transactions_fab>
 {% endblock %}

app/templates/cotton/components/fab.html

@@ -0,0 +1,33 @@
+<div class="tw-min-h-16">
+<div
+    id="fab-wrapper"
+    class="tw-fixed tw-bottom-5 tw-right-5 tw-ml-auto tw-w-max tw-flex tw-flex-col tw-items-end mt-5">
+  <div
+      id="menu"
+      class="tw-flex tw-flex-col tw-items-end tw-space-y-6 tw-transition-all tw-duration-300 tw-ease-in-out tw-opacity-0 tw-invisible tw-hidden tw-mb-2">
+
+    {{ slot }}
+  </div>
+
+  <button
+      class="btn btn-primary rounded-circle p-0 tw-w-12 tw-h-12 tw-flex tw-items-center tw-justify-center tw-shadow-lg hover:tw-shadow-xl focus:tw-shadow-xl tw-transition-all tw-duration-300 tw-ease-in-out"
+      _="
+          on click or focusout
+             if #menu matches .tw-invisible and event.type === 'click'
+               add .tw-rotate-45 to #fab-icon
+               remove .tw-invisible from #menu
+               remove .tw-hidden from #menu
+               remove .tw-opacity-0 from #menu
+             else
+               wait 0.2s
+               remove .tw-rotate-45 from #fab-icon
+               add .tw-invisible to #menu
+               add .tw-hidden to #menu
+               add .tw-opacity-0 to #menu
+             end
+          "
+  >
+    <i id="fab-icon" class="fa-solid fa-plus tw-text-3xl tw-transition-transform tw-duration-300 tw-ease-in-out"></i>
+  </button>
+</div>
+</div>

app/templates/cotton/components/fab_menu_button.html

@@ -0,0 +1,11 @@
+{% load i18n %}
+<div class="tw-relative fab-item">
+  <button class="btn btn-sm btn-{{ color }}"
+          hx-get="{{ url }}"
+          hx-trigger="{{ hx_trigger }}"
+          hx-target="{{ hx_target }}"
+          hx-vals='{{ hx_vals }}'>
+    <i class="{{ icon }} me-2"></i>
+    {{ title }}
+  </button>
+</div>

app/templates/cotton/transaction/item.html

@@ -15,7 +15,8 @@
          _="on mouseover remove .tw-invisible from the first .transaction-actions in me end
         on mouseout add .tw-invisible to the first .transaction-actions in me end">
       <div class="row font-monospace tw-text-sm align-items-center">
-        <div class="col-lg-auto col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center p-0 ps-1">
+        <div
+            class="col-lg-auto col-12 d-flex align-items-center tw-text-2xl lg:tw-text-xl text-lg-center text-center p-0 ps-1">
           {% if not transaction.deleted %}
             <a class="text-decoration-none p-3 tw-text-gray-500"
                title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"

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/transactions_fab.html

@@ -0,0 +1,60 @@
+{% load i18n %}
+<c-components.fab>
+  <c-components.fab_menu_button
+            color="success"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, add_income from:window"
+            hx_vals='{"year": {{ year }}, {% if month %}"month": {{ month }},{% endif %} "type": "IN"}'
+            url="{% url 'transaction_add' %}"
+            icon="fa-solid fa-arrow-right-to-bracket"
+            title="{% translate "Income" %}"></c-components.fab_menu_button>
+
+  <c-components.fab_menu_button
+            color="danger"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, add_income from:window"
+            hx_vals='{"year": {{ year }}, {% if month %}"month": {{ month }},{% endif %} "type": "EX"}'
+            url="{% url 'transaction_add' %}"
+            icon="fa-solid fa-arrow-right-from-bracket"
+            title="{% translate "Expense" %}"></c-components.fab_menu_button>
+
+  <c-components.fab_menu_button
+            color="warning"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, installment from:window"
+            url="{% url 'installment_plan_add' %}"
+            icon="fa-solid fa-divide"
+            title="{% translate "Installment" %}"></c-components.fab_menu_button>
+
+  <c-components.fab_menu_button
+            color="warning"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, recurring from:window"
+            url="{% url 'recurring_transaction_add' %}"
+            icon="fa-solid fa-repeat"
+            title="{% translate "Recurring" %}"></c-components.fab_menu_button>
+
+  <c-components.fab_menu_button
+            color="info"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, transfer from:window"
+            hx_vals='{"year": {{ year }} {% if month %}, "month": {{ month }}{% endif %}}'
+            url="{% url 'transactions_transfer' %}"
+            icon="fa-solid fa-money-bill-transfer"
+            title="{% translate "Transfer" %}"></c-components.fab_menu_button>
+
+  <c-components.fab_menu_button
+            color="info"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, balance from:window"
+            url="{% url 'account_reconciliation' %}"
+            icon="fa-solid fa-scale-balanced"
+            title="{% translate "Balance" %}"></c-components.fab_menu_button>
+    <c-components.fab_menu_button
+            color="secondary"
+            hx_target="#generic-offcanvas"
+            hx_trigger="click, quick_transaction from:window"
+            url="{% url 'quick_transactions_create_menu' %}"
+            icon="fa-solid fa-person-running"
+            title="{% translate "Quick Transaction" %}"></c-components.fab_menu_button>
+</c-components.fab>

app/templates/includes/navbar.html

@@ -50,7 +50,7 @@
           <a class="nav-link {% active_link views='insights_index' %}" href="{% url 'insights_index' %}">{% trans 'Insights' %}</a>
         </li>
         <li class="nav-item dropdown">
-          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||recurring_trasanctions_index||transactions_all_index||transactions_trash_index' %}"
+          <a class="nav-link dropdown-toggle {% active_link views='installment_plans_index||quick_transactions_index||recurring_trasanctions_index||transactions_all_index||transactions_trash_index' %}"
              href="#" role="button"
              data-bs-toggle="dropdown"
              aria-expanded="false">
@@ -68,6 +68,8 @@
             {% endif %}
             <hr class="dropdown-divider">
             </li>
+            <li><a class="dropdown-item {% active_link views='quick_transactions_index' %}"
+                   href="{% url 'quick_transactions_index' %}">{% translate 'Quick Transactions' %}</a></li>
             <li><a class="dropdown-item {% active_link views='installment_plans_index' %}"
                    href="{% url 'installment_plans_index' %}">{% translate 'Installment Plans' %}</a></li>
             <li><a class="dropdown-item {% active_link views='recurring_trasanctions_index' %}"
@@ -94,7 +96,7 @@
           </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">

app/templates/includes/toasts.html

@@ -1,6 +1,5 @@
 <div id="toasts">
-  <div class="toast-container position-fixed bottom-0 end-0 p-3" hx-trigger="load, updated from:window, toasts from:window" hx-get="{% url 'toasts' %}" hx-swap="beforeend">
+  <div class="toast-container position-fixed bottom-0 start-50 translate-middle-x p-3" hx-trigger="load, updated from:window, toasts from:window" hx-get="{% url 'toasts' %}" hx-swap="beforeend">
 
   </div>
 </div>
-

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

@@ -1,226 +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">
+     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 %}
-    <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 %}
+    {% if view_type == "table" %}
+      <div class="table-responsive">
+        <table class="table table-striped table-hover table-bordered align-middle">
+          <thead>
           <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>
+            <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>
-        {% endfor %}
-        </tbody>
-      </table>
-    </div>
+          </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>
 
-    <div class="mt-4">
-      <div class="chart-container" _="init call setupChart() end" style="position: relative; height:90vh; width:100%">
-        <canvas id="categoryChart"></canvas>
+            <!-- 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>
-    </div>
 
-    {{ total_table|json_script:"categoryOverviewData" }}
 
-    <script>
-        function setupChart() {
-            var rawData = JSON.parse(document.getElementById('categoryOverviewData').textContent);
+    {% 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>
 
-            // --- 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,...], ... }
+      {{ total_table|json_script:"categoryOverviewData" }}
+      {{ showing|json_script:"showingString" }}
 
-            // 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
-                            };
-                        }
-                    });
-                }
-            });
+      <script>
+          function setupChart() {
+              var rawData = JSON.parse(document.getElementById('categoryOverviewData').textContent);
+              var showing_string = JSON.parse(document.getElementById('showingString').textContent);
+              console.log(showing_string)
 
-            // Initialize data structure for each currency with nulls
-            Object.keys(currencyDetails).forEach(code => {
-                currencyData[code] = new Array(categories.length).fill(null);
-            });
+              // --- 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 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;
+              // 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
+                              };
+                          }
+                      });
+                  }
+              });
 
-                if (cat.currencies) {
-                    Object.values(cat.currencies).forEach(curr => {
-                        var code = curr.currency?.code;
-                        if (code && currencyData[code]) {
-                            var value = parseFloat(curr.total_final);
-                            // Store the number if it's valid, otherwise keep null
-                            currencyData[code][catIndex] = !isNaN(value) ? value : null;
-                        }
-                    });
-                }
-            });
+              // Initialize data structure for each currency with nulls
+              Object.keys(currencyDetails).forEach(code => {
+                  currencyData[code] = new Array(categories.length).fill(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
-                };
-            });
+              // 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;
 
-            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 (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);
+                              }
 
-                                        if (value === null || value === undefined || !details) {
-                                            // Display the category name if the value is null/undefined
-                                            return null;
-                                        }
+                              // Store the number if it's valid, otherwise keep null
+                              currencyData[code][catIndex] = !isNaN(value) ? value : 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);
-                                        }
+              // --- 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
+                  };
+              });
 
-                                        // 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>
+              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/monthly_overview/pages/overview.html

@@ -44,12 +44,12 @@
         </div>
       </div>
       {#    Action buttons#}
-      <div class="col-12 col-xl-8">
-        <c-ui.quick-transactions-buttons
-            :year="year"
-            :month="month"
-        ></c-ui.quick-transactions-buttons>
-      </div>
+{#      <div class="col-12 col-xl-8">#}
+{#        <c-ui.quick-transactions-buttons#}
+{#            :year="year"#}
+{#            :month="month"#}
+{#        ></c-ui.quick-transactions-buttons>#}
+{#      </div>#}
     </div>
     {#  Monthly summary#}
     <div class="row gx-xl-4 gy-3">
@@ -174,8 +174,9 @@
         </div>
         <div id="search" class="my-3">
           <label class="w-100">
-          <input type="search" class="form-control" placeholder="{% translate 'Search' %}" hx-preserve id="quick-search"
-                 _="on input or search or htmx:afterSwap from window
+            <input type="search" class="form-control" placeholder="{% translate 'Search' %}" hx-preserve
+                   id="quick-search"
+                   _="on input or search or htmx:afterSwap from window
                       if my value is empty
                         trigger toggle on <.transactions-divider-collapse/>
                       else
@@ -195,4 +196,7 @@
       </div>
     </div>
   </div>
+
+  <c-ui.transactions_fab></c-ui.transactions_fab>
+
 {% endblock %}

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/quick_transactions/fragments/add.html

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

app/templates/quick_transactions/fragments/create_menu.html

@@ -0,0 +1,17 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Add quick transaction' %}{% endblock %}
+
+{% block body %}
+  <div class="list-group list-group-flush">
+    {% for qt in quick_transactions %}
+      <a hx-get="{% url 'quick_transaction_add_as_transaction' quick_transaction_id=qt.id %}"
+         class="list-group-item list-group-item-action tw-cursor-pointer {% if qt.type == 'EX' %}!tw-text-red-400{% else %}!tw-text-green-400{% endif %}">{{ qt.name }}</a>
+    {% empty %}
+      <c-msg.empty title="{% translate "Nothing to see here..." %}" remove-padding></c-msg.empty>
+    {% endfor %}
+  </div>
+
+{% endblock %}

app/templates/quick_transactions/fragments/edit.html

@@ -0,0 +1,13 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit quick transaction' %}{% endblock %}
+
+{% block body %}
+<form hx-post="{% url 'quick_transaction_edit' quick_transaction_id=quick_transaction.id %}"
+      hx-target="#generic-offcanvas"
+      novalidate>
+    {% crispy form %}
+</form>
+{% endblock %}

app/templates/quick_transactions/fragments/list.html

@@ -0,0 +1,59 @@
+{% load i18n %}
+<div class="card">
+  <div class="card-body">
+    <div id="quick-transactions-table">
+      {% if quick_transactions %}
+        <c-config.search></c-config.search>
+
+        <div class="table-responsive">
+          <table class="table table-hover align-middle">
+            <thead>
+            <tr>
+              <th scope="col" class="col-auto"></th>
+              <th scope="col" class="col">{% translate 'Name' %}</th>
+            </tr>
+            </thead>
+            <tbody>
+            {% for qt in quick_transactions %}
+              <tr class="recurring_transaction">
+                <td class="col-auto text-center">
+                  <div class="btn-group" role="group" aria-label="{% translate 'Actions' %}">
+                    <a class="btn btn-secondary btn-sm"
+                       role="button"
+                       data-bs-toggle="tooltip"
+                       data-bs-title="{% translate "Edit" %}"
+                       hx-get="{% url 'quick_transaction_edit' quick_transaction_id=qt.id %}"
+                       hx-swap="innerHTML"
+                       hx-target="#generic-offcanvas">
+                      <i class="fa-solid fa-pencil fa-fw"></i></a>
+                    <a class="btn btn-secondary btn-sm text-danger"
+                       role="button"
+                       data-bs-toggle="tooltip"
+                       data-bs-title="{% translate "Delete" %}"
+                       hx-delete="{% url 'quick_transaction_delete' quick_transaction_id=qt.id %}"
+                       hx-trigger='confirmed'
+                       hx-swap="innerHTML"
+                       data-bypass-on-ctrl="true"
+                       data-title="{% translate "Are you sure?" %}"
+                       data-text="{% translate "This will delete this item" %}"
+                       data-confirm-text="{% translate "Yes, delete it!" %}"
+                       _="install prompt_swal"><i class="fa-solid fa-trash fa-fw"></i></a>
+                  </div>
+                </td>
+                <td class="col">
+                  <div
+                      class="{% if qt.type == 'EX' %}tw-text-red-400{% else %}tw-text-green-400{% endif %}">
+                    {{ qt.name }}
+                  </div>
+                </td>
+              </tr>
+            {% endfor %}
+            </tbody>
+          </table>
+        </div>
+      {% else %}
+        <c-msg.empty title="{% translate "Nothing to see here..." %}" remove-padding></c-msg.empty>
+      {% endif %}
+    </div>
+  </div>
+</div>

app/templates/quick_transactions/pages/index.html

@@ -0,0 +1,25 @@
+{% extends "layouts/base.html" %}
+
+{% load i18n %}
+
+{% block title %}{% translate 'Quick Transactions' %}{% endblock %}
+
+{% block content %}
+<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 'Quick Transactions' %}<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 'quick_transaction_add' %}"
+                hx-target="#generic-offcanvas">
+            <i class="fa-solid fa-circle-plus fa-fw"></i></a>
+    </span></div>
+    {% endspaceless %}
+  </div>
+
+  <div id="quick-transactions-table" class="show-loading" hx-get="{% url 'quick_transactions_list' %}" hx-trigger="load, updated from:window"></div>
+</div>
+{% endblock %}

app/templates/users/login.html

@@ -2,6 +2,7 @@
 {% load i18n %}
 {% load settings %}
 {% load crispy_forms_tags %}
+{% load socialaccount %}
 
 {% block title %}Login{% endblock %}
 
@@ -25,6 +26,24 @@
             <div class="card-body">
               <h1 class="h2 card-title text-center mb-4">Login</h1>
               {% crispy form %}
+
+              {% get_providers as socialaccount_providers %}
+              {% if socialaccount_providers %}
+                <div class="mt-3">
+                  <hr>
+                  <ul class="socialaccount_providers list-unstyled">
+                    {% for provider in socialaccount_providers %}
+                      <li class="mt-2">
+                        <a title="{{ provider.name }}"
+                           class="btn btn-outline-primary w-100 socialaccount_provider {{ provider.id }}"
+                           href="{% provider_login_url provider %}">
+                          {% translate 'Login with' %} {{ provider.name }}
+                        </a>
+                      </li>
+                    {% endfor %}
+                  </ul>
+                </div>
+              {% endif %}
             </div>
           </div>
         </div>

app/templates/yearly_overview/pages/overview_by_account.html

@@ -12,55 +12,56 @@
 {% endblock %}
 
 {% block content %}
-<div class="container px-md-3 py-3 column-gap-5">
-  <div class="row mb-3 gx-xl-4 gy-3 mb-4">
-{#    Date picker#}
-    <div class="col-12 col-xl-2 flex-row align-items-center d-flex">
-      <div class="tw-text-base h-100 align-items-center d-flex">
-        <a role="button"
-           class="pe-4 py-2"
-           hx-boost="true"
-           hx-trigger="click, previous_year from:window"
-           href="{% url 'yearly_overview_account' year=previous_year %}">
-          <i class="fa-solid fa-chevron-left"></i></a>
+  <div class="container px-md-3 py-3 column-gap-5">
+    <div class="row mb-3 gx-xl-4 gy-3 mb-4">
+      {#    Date picker#}
+      <div class="col-12 col-xl-2 flex-row align-items-center d-flex">
+        <div class="tw-text-base h-100 align-items-center d-flex">
+          <a role="button"
+             class="pe-4 py-2"
+             hx-boost="true"
+             hx-trigger="click, previous_year from:window"
+             href="{% url 'yearly_overview_account' year=previous_year %}">
+            <i class="fa-solid fa-chevron-left"></i></a>
+        </div>
+        <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center">
+          {{ year }}
+        </div>
+        <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
+          <a role="button"
+             class="ps-3 py-2"
+             hx-boost="true"
+             hx-trigger="click, next_year from:window"
+             href="{% url 'yearly_overview_account' year=next_year %}">
+            <i class="fa-solid fa-chevron-right"></i>
+          </a>
+        </div>
       </div>
-      <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center">
-        {{ year }}
-      </div>
-      <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
-        <a role="button"
-           class="ps-3 py-2"
-           hx-boost="true"
-           hx-trigger="click, next_year from:window"
-           href="{% url 'yearly_overview_account' year=next_year %}">
-          <i class="fa-solid fa-chevron-right"></i>
-        </a>
+      {#    Action buttons#}
+      <div class="col-12 col-xl-10">
+        {#      <c-ui.quick-transactions-buttons#}
+        {#        :year="year"#}
+        {#        :month="month"#}
+        {#      ></c-ui.quick-transactions-buttons>#}
       </div>
     </div>
-{#    Action buttons#}
-    <div class="col-12 col-xl-10">
-      <c-ui.quick-transactions-buttons
-        :year="year"
-        :month="month"
-      ></c-ui.quick-transactions-buttons>
-    </div>
-  </div>
-  <div class="row">
-    <div class="col-lg-2">
-        <div class="nav flex-column nav-pills" id="month-pills" role="tablist" aria-orientation="vertical" hx-indicator="#data-content">
-            <input type="hidden" name="month" value="">
-            <button class="nav-link active"
-                    role="tab"
-                    data-bs-toggle="pill"
-                    hx-get="{% url 'yearly_overview_account_data' year=year %}"
-                    hx-target="#data-content"
-                    hx-trigger="click"
-                    hx-include="[name='account'], [name='month']"
-                    hx-swap="innerHTML"
-                    onclick="document.querySelector('[name=month]').value = ''">
-                {% translate 'Year' %}
-            </button>
-            {% for month in months %}
+    <div class="row">
+      <div class="col-lg-2">
+        <div class="nav flex-column nav-pills" id="month-pills" role="tablist" aria-orientation="vertical"
+             hx-indicator="#data-content">
+          <input type="hidden" name="month" value="">
+          <button class="nav-link active"
+                  role="tab"
+                  data-bs-toggle="pill"
+                  hx-get="{% url 'yearly_overview_account_data' year=year %}"
+                  hx-target="#data-content"
+                  hx-trigger="click"
+                  hx-include="[name='account'], [name='month']"
+                  hx-swap="innerHTML"
+                  onclick="document.querySelector('[name=month]').value = ''">
+            {% translate 'Year' %}
+          </button>
+          {% for month in months %}
             <button class="nav-link"
                     role="tab"
                     data-bs-toggle="pill"
@@ -70,28 +71,29 @@
                     hx-include="[name='account'], [name='month']"
                     hx-swap="innerHTML"
                     onclick="document.querySelector('[name=month]').value = '{{ month }}'">
-                {{ month|month_name }}
+              {{ month|month_name }}
             </button>
-            {% endfor %}
+          {% endfor %}
         </div>
-    </div>
+      </div>
 
-    <hr class="my-4 d-block d-lg-none">
-    <div class="col-lg-3">
-        <div class="nav flex-column nav-pills" id="currency-pills" role="tablist" aria-orientation="vertical" hx-indicator="#data-content">
-            <input type="hidden" name="account" value="">
-            <button class="nav-link active"
-                    role="tab"
-                    data-bs-toggle="pill"
-                    hx-get="{% url 'yearly_overview_account_data' year=year %}"
-                    hx-target="#data-content"
-                    hx-trigger="click"
-                    hx-include="[name='account'], [name='month']"
-                    hx-swap="innerHTML"
-                    onclick="document.querySelector('[name=account]').value = ''">
-                {% translate 'All' %}
-            </button>
-            {% for account in accounts %}
+      <hr class="my-4 d-block d-lg-none">
+      <div class="col-lg-3">
+        <div class="nav flex-column nav-pills" id="currency-pills" role="tablist" aria-orientation="vertical"
+             hx-indicator="#data-content">
+          <input type="hidden" name="account" value="">
+          <button class="nav-link active"
+                  role="tab"
+                  data-bs-toggle="pill"
+                  hx-get="{% url 'yearly_overview_account_data' year=year %}"
+                  hx-target="#data-content"
+                  hx-trigger="click"
+                  hx-include="[name='account'], [name='month']"
+                  hx-swap="innerHTML"
+                  onclick="document.querySelector('[name=account]').value = ''">
+            {% translate 'All' %}
+          </button>
+          {% for account in accounts %}
             <button class="nav-link"
                     role="tab"
                     data-bs-toggle="pill"
@@ -101,13 +103,13 @@
                     hx-include="[name='account'], [name='month']"
                     hx-swap="innerHTML"
                     onclick="document.querySelector('[name=account]').value = '{{ account.id }}'">
-                <span class="badge text-bg-primary me-2">{{ account.group.name }}</span>{{ account.name }}
+              <span class="badge text-bg-primary me-2">{{ account.group.name }}</span>{{ account.name }}
             </button>
-            {% endfor %}
+          {% endfor %}
         </div>
-    </div>
+      </div>
 
-    <div class="col-lg-7">
+      <div class="col-lg-7">
         <div id="data-content"
              class="show-loading"
              hx-get="{% url 'yearly_overview_account_data' year=year %}"
@@ -115,7 +117,8 @@
              hx-include="[name='account'], [name='month']"
              hx-swap="innerHTML">
         </div>
+      </div>
     </div>
   </div>
-</div>
+  <c-ui.transactions_fab></c-ui.transactions_fab>
 {% endblock %}

app/templates/yearly_overview/pages/overview_by_currency.html

@@ -14,55 +14,56 @@
 {% endblock %}
 
 {% block content %}
-<div class="container px-md-3 py-3 column-gap-5">
-  <div class="row mb-3 gx-xl-4 gy-3 mb-4">
-{#    Date picker#}
-    <div class="col-12 col-xl-2 flex-row align-items-center d-flex">
-      <div class="tw-text-base h-100 align-items-center d-flex">
-        <a role="button"
-           class="pe-4 py-2"
-           hx-boost="true"
-           hx-trigger="click, previous_year from:window"
-           href="{% url 'yearly_overview_currency' year=previous_year %}">
-          <i class="fa-solid fa-chevron-left"></i></a>
+  <div class="container px-md-3 py-3 column-gap-5">
+    <div class="row mb-3 gx-xl-4 gy-3 mb-4">
+      {#    Date picker#}
+      <div class="col-12 col-xl-2 flex-row align-items-center d-flex">
+        <div class="tw-text-base h-100 align-items-center d-flex">
+          <a role="button"
+             class="pe-4 py-2"
+             hx-boost="true"
+             hx-trigger="click, previous_year from:window"
+             href="{% url 'yearly_overview_currency' year=previous_year %}">
+            <i class="fa-solid fa-chevron-left"></i></a>
+        </div>
+        <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center">
+          {{ year }}
+        </div>
+        <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
+          <a role="button"
+             class="ps-3 py-2"
+             hx-boost="true"
+             hx-trigger="click, next_year from:window"
+             href="{% url 'yearly_overview_currency' year=next_year %}">
+            <i class="fa-solid fa-chevron-right"></i>
+          </a>
+        </div>
       </div>
-      <div class="tw-text-3xl fw-bold font-monospace tw-w-full text-center">
-        {{ year }}
-      </div>
-      <div class="tw-text-base mx-2 h-100 align-items-center d-flex">
-        <a role="button"
-           class="ps-3 py-2"
-           hx-boost="true"
-           hx-trigger="click, next_year from:window"
-           href="{% url 'yearly_overview_currency' year=next_year %}">
-          <i class="fa-solid fa-chevron-right"></i>
-        </a>
+      {#    Action buttons#}
+      <div class="col-12 col-xl-10">
+        {#      <c-ui.quick-transactions-buttons#}
+        {#        :year="year"#}
+        {#        :month="month"#}
+        {#      ></c-ui.quick-transactions-buttons>#}
       </div>
     </div>
-{#    Action buttons#}
-    <div class="col-12 col-xl-10">
-      <c-ui.quick-transactions-buttons
-        :year="year"
-        :month="month"
-      ></c-ui.quick-transactions-buttons>
-    </div>
-  </div>
-  <div class="row">
-    <div class="col-lg-2">
-        <div class="nav flex-column nav-pills" id="month-pills" role="tablist" aria-orientation="vertical" hx-indicator="#data-content">
-            <input type="hidden" name="month" value="">
-            <button class="nav-link active"
-                    role="tab"
-                    data-bs-toggle="pill"
-                    hx-get="{% url 'yearly_overview_currency_data' year=year %}"
-                    hx-target="#data-content"
-                    hx-trigger="click"
-                    hx-include="[name='currency'], [name='month']"
-                    hx-swap="innerHTML"
-                    onclick="document.querySelector('[name=month]').value = ''">
-                {% translate 'Year' %}
-            </button>
-            {% for month in months %}
+    <div class="row">
+      <div class="col-lg-2">
+        <div class="nav flex-column nav-pills" id="month-pills" role="tablist" aria-orientation="vertical"
+             hx-indicator="#data-content">
+          <input type="hidden" name="month" value="">
+          <button class="nav-link active"
+                  role="tab"
+                  data-bs-toggle="pill"
+                  hx-get="{% url 'yearly_overview_currency_data' year=year %}"
+                  hx-target="#data-content"
+                  hx-trigger="click"
+                  hx-include="[name='currency'], [name='month']"
+                  hx-swap="innerHTML"
+                  onclick="document.querySelector('[name=month]').value = ''">
+            {% translate 'Year' %}
+          </button>
+          {% for month in months %}
             <button class="nav-link"
                     role="tab"
                     data-bs-toggle="pill"
@@ -72,28 +73,29 @@
                     hx-include="[name='currency'], [name='month']"
                     hx-swap="innerHTML"
                     onclick="document.querySelector('[name=month]').value = '{{ month }}'">
-                {{ month|month_name }}
+              {{ month|month_name }}
             </button>
-            {% endfor %}
+          {% endfor %}
         </div>
-    </div>
+      </div>
 
-    <hr class="my-4 d-block d-lg-none">
-    <div class="col-lg-3">
-        <div class="nav flex-column nav-pills" id="currency-pills" role="tablist" aria-orientation="vertical" hx-indicator="#data-content">
-            <input type="hidden" name="currency" value="">
-            <button class="nav-link active"
-                    role="tab"
-                    data-bs-toggle="pill"
-                    hx-get="{% url 'yearly_overview_currency_data' year=year %}"
-                    hx-target="#data-content"
-                    hx-trigger="click"
-                    hx-include="[name='currency'], [name='month']"
-                    hx-swap="innerHTML"
-                    onclick="document.querySelector('[name=currency]').value = ''">
-                {% translate 'All' %}
-            </button>
-            {% for currency in currencies %}
+      <hr class="my-4 d-block d-lg-none">
+      <div class="col-lg-3">
+        <div class="nav flex-column nav-pills" id="currency-pills" role="tablist" aria-orientation="vertical"
+             hx-indicator="#data-content">
+          <input type="hidden" name="currency" value="">
+          <button class="nav-link active"
+                  role="tab"
+                  data-bs-toggle="pill"
+                  hx-get="{% url 'yearly_overview_currency_data' year=year %}"
+                  hx-target="#data-content"
+                  hx-trigger="click"
+                  hx-include="[name='currency'], [name='month']"
+                  hx-swap="innerHTML"
+                  onclick="document.querySelector('[name=currency]').value = ''">
+            {% translate 'All' %}
+          </button>
+          {% for currency in currencies %}
             <button class="nav-link"
                     role="tab"
                     data-bs-toggle="pill"
@@ -103,13 +105,13 @@
                     hx-include="[name='currency'], [name='month']"
                     hx-swap="innerHTML"
                     onclick="document.querySelector('[name=currency]').value = '{{ currency.id }}'">
-                {{ currency.name }}
+              {{ currency.name }}
             </button>
-            {% endfor %}
+          {% endfor %}
         </div>
-    </div>
+      </div>
 
-    <div class="col-lg-7">
+      <div class="col-lg-7">
         <div id="data-content"
              class="show-loading"
              hx-get="{% url 'yearly_overview_currency_data' year=year %}"
@@ -117,7 +119,8 @@
              hx-include="[name='currency'], [name='month']"
              hx-swap="innerHTML">
         </div>
+      </div>
     </div>
   </div>
-</div>
+  <c-ui.transactions_fab></c-ui.transactions_fab>
 {% endblock %}

frontend/src/styles/_scrollbar.scss

@@ -2,7 +2,7 @@
 
 /* custom scrollbar */
 ::-webkit-scrollbar {
-  width: 10px;
+  width: 13px;
 }
 
 ::-webkit-scrollbar-track {

frontend/src/styles/_variables.scss

@@ -35,3 +35,6 @@ $min-contrast-ratio: 1.9 !default;
 
 $nav-pills-link-active-color: $gray-900;
 $dropdown-link-active-color: $gray-900;
+
+$body-bg-dark: #1e1f24 !default;
+$body-tertiary-bg-dark: #232429 !default;

requirements.txt

@@ -21,6 +21,7 @@ watchfiles==0.24.0  # https://github.com/samuelcolvin/watchfiles
 procrastinate[django]~=2.15.1
 
 requests~=2.32.3
+django-allauth[socialaccount]~=65.9.0
 
 pytz
 python-dateutil~=2.9.0.post0