fix(accounts): unable to update accounts

due to wrong currency queryset

README.md

@@ -29,15 +29,15 @@ Managing money can feel unnecessarily complex, but it doesn’t have to be. WYGI
 
 By sticking to this straightforward approach, you avoid dipping into your savings while still keeping tabs on where your money goes.
 
-While this philosophy is simple, finding tools to make it work wasn’t. I initially used a spreadsheet, which served me well for years—until it became unwieldy as I started managing multiple currencies, accounts, and investments. I tried various financial management apps, but none met my key requirements:
+While this philosophy is simple, finding tools to make it work wasn’t. I initially used a spreadsheet, which served me well for years, until it became unwieldy as I started managing multiple currencies, accounts, and investments. I tried various financial management apps, but none met my key requirements:
 
 1. **Multi-currency support** to track income and expenses in different currencies.
-2. **Not a budgeting app** — as I dislike budgeting constraints.
+2. **Not a budgeting app** as I dislike budgeting constraints.
 3. **Web app usability** (ideally with mobile support, though optional).
 4. **Automation-ready API** to integrate with other tools and services.
 5. **Custom transaction rules** for credit card billing cycles or similar quirks.
 
-Frustrated by the lack of comprehensive options, I set out to build **WYGIWYH** — an opinionated yet powerful tool that I believe will resonate with like-minded users.
+Frustrated by the lack of comprehensive options, I set out to build **WYGIWYH**, an opinionated yet powerful tool that I believe will resonate with like-minded users.
 
 # Key Features
 
@@ -143,6 +143,7 @@ To create the first user, open the container's console using Unraid's UI, by cli
 | DEMO                          | true\|false | false                             | If demo mode is enabled.                                                                                                                                                                                                                 |
 | ADMIN_EMAIL                   | string      | None                              | Automatically creates an admin account with this email. Must have `ADMIN_PASSWORD` also set.                                                                                                                                             |
 | ADMIN_PASSWORD                | string      | None                              | Automatically creates an admin account with this password. Must have `ADMIN_EMAIL` also set.                                                                                                                                             |
+| CHECK_FOR_UPDATES             | bool        | true                              | Check and notify users about new versions. The check is done by doing a single query to Github's API every 12 hours.                                                                                  |
 
 ## OIDC Configuration
 
@@ -165,7 +166,7 @@ To configure OIDC, you need to set the following environment variables:
 
 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/`
+`https://your.wygiwyh.domain/auth/oidc/<OIDC_CLIENT_NAME>/login/callback/`
 
 Replace `https://your.wygiwyh.domain` with the actual URL where your WYGIWYH instance is accessible. And `<OIDC_CLIENT_NAME>` with the slugfied value set in OIDC_CLIENT_NAME or the default `openid-connect` if you haven't set this variable.
 

app/WYGIWYH/settings.py

@@ -379,7 +379,7 @@ DEBUG_TOOLBAR_PANELS = [
     "debug_toolbar.panels.signals.SignalsPanel",
     "debug_toolbar.panels.redirects.RedirectsPanel",
     "debug_toolbar.panels.profiling.ProfilingPanel",
-    "cachalot.panels.CachalotPanel",
+    # "cachalot.panels.CachalotPanel",
 ]
 INTERNAL_IPS = [
     "127.0.0.1",
@@ -487,6 +487,8 @@ else:
 
 CACHALOT_UNCACHABLE_TABLES = ("django_migrations", "procrastinate_jobs")
 
+# Procrastinate
+PROCRASTINATE_ON_APP_READY = "apps.common.procrastinate.on_app_ready"
 
 # PWA
 PWA_APP_NAME = SITE_TITLE
@@ -535,6 +537,7 @@ PWA_APP_SCREENSHOTS = [
 PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
 
 ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
+CHECK_FOR_UPDATES = os.getenv("CHECK_FOR_UPDATES", "true").lower() == "true"
 KEEP_DELETED_TRANSACTIONS_FOR = int(os.getenv("KEEP_DELETED_ENTRIES_FOR", "365"))
 APP_VERSION = os.getenv("APP_VERSION", "unknown")
 DEMO = os.getenv("DEMO", "false").lower() == "true"

app/apps/accounts/forms.py

@@ -3,6 +3,7 @@ from crispy_forms.bootstrap import FormActions
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import Layout, Field, Column, Row
 from django import forms
+from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
 from apps.accounts.models import Account
@@ -15,6 +16,7 @@ from apps.common.widgets.crispy.submit import NoClassSubmit
 from apps.common.widgets.tom_select import TomSelect
 from apps.transactions.models import TransactionCategory, TransactionTag
 from apps.common.widgets.decimal import ArbitraryDecimalDisplayNumberInput
+from apps.currencies.models import Currency
 
 
 class AccountGroupForm(forms.ModelForm):
@@ -79,6 +81,18 @@ class AccountForm(forms.ModelForm):
 
         self.fields["group"].queryset = AccountGroup.objects.all()
 
+        if self.instance.id:
+            qs = Currency.objects.filter(
+                Q(is_archived=False) | Q(accounts=self.instance.id)
+            ).distinct()
+            self.fields["currency"].queryset = qs
+            self.fields["exchange_currency"].queryset = qs
+
+        else:
+            qs = Currency.objects.filter(Q(is_archived=False))
+            self.fields["currency"].queryset = qs
+            self.fields["exchange_currency"].queryset = qs
+
         self.helper = FormHelper()
         self.helper.form_tag = False
         self.helper.form_method = "post"

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

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

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

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

app/apps/accounts/models.py

@@ -1,11 +1,11 @@
 from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
-from apps.transactions.models import Transaction
+from apps.common.middleware.thread_local import get_current_user
 from apps.common.models import SharedObject, SharedObjectManager
+from apps.transactions.models import Transaction
 
 
 class AccountGroup(SharedObject):
@@ -62,6 +62,11 @@ class Account(SharedObject):
         verbose_name=_("Archived"),
         help_text=_("Archived accounts don't show up nor count towards your net worth"),
     )
+    untracked_by = models.ManyToManyField(
+        settings.AUTH_USER_MODEL,
+        blank=True,
+        related_name="untracked_accounts",
+    )
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -75,6 +80,10 @@ class Account(SharedObject):
     def __str__(self):
         return self.name
 
+    def is_untracked_by(self):
+        user = get_current_user()
+        return self.untracked_by.filter(pk=user.pk).exists()
+
     def clean(self):
         super().clean()
         if self.exchange_currency == self.currency:

app/apps/accounts/urls.py

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

app/apps/accounts/views/accounts.py

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

app/apps/api/serializers/transactions.py

@@ -138,6 +138,7 @@ class RecurringTransactionSerializer(serializers.ModelSerializer):
     def update(self, instance, validated_data):
         instance = super().update(instance, validated_data)
         instance.update_unpaid_transactions()
+        instance.generate_upcoming_transactions()
         return instance
 
 

app/apps/api/views/transactions.py

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

app/apps/common/admin.py

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

app/apps/common/apps.py

@@ -1,4 +1,5 @@
 from django.apps import AppConfig
+from django.core.cache import cache
 
 
 class CommonConfig(AppConfig):
@@ -18,3 +19,7 @@ class CommonConfig(AppConfig):
         admin.site.unregister(SocialAccount)
         admin.site.unregister(SocialApp)
         admin.site.unregister(SocialToken)
+
+        # Delete the cache for update checks to prevent false-positives when the app is restarted
+        # this will be recreated by the check_for_updates task
+        cache.delete("update_check")

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

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

app/apps/common/functions/decimals.py

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

app/apps/common/functions/format.py

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

app/apps/common/models.py

@@ -36,12 +36,19 @@ class SharedObject(models.Model):
         related_name="%(class)s_owned",
         null=True,
         blank=True,
+        verbose_name=_("Owner"),
     )
     visibility = models.CharField(
-        max_length=10, choices=Visibility.choices, default=Visibility.private
+        max_length=10,
+        choices=Visibility.choices,
+        default=Visibility.private,
+        verbose_name=_("Visibility"),
     )
     shared_with = models.ManyToManyField(
-        settings.AUTH_USER_MODEL, related_name="%(class)s_shared", blank=True
+        settings.AUTH_USER_MODEL,
+        related_name="%(class)s_shared",
+        blank=True,
+        verbose_name=_("Shared with users"),
     )
 
     # Use as abstract base class

app/apps/common/procrastinate.py

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

app/apps/common/tasks.py

@@ -1,13 +1,17 @@
 import logging
+from packaging.version import parse as parse_version, InvalidVersion
 
 from asgiref.sync import sync_to_async
 from django.conf import settings
 from django.core import management
 from django.db import DEFAULT_DB_ALIAS
+from django.core.cache import cache
 
 from procrastinate import builtin_tasks
 from procrastinate.contrib.django import app
 
+import requests
+
 
 logger = logging.getLogger(__name__)
 
@@ -19,7 +23,7 @@ async def remove_old_jobs(context, timestamp):
         return await builtin_tasks.remove_old_jobs(
             context,
             max_hours=744,
-            remove_error=True,
+            remove_failed=True,
             remove_cancelled=True,
             remove_aborted=True,
         )
@@ -79,3 +83,49 @@ def reset_demo_data(timestamp=None):
     except Exception as e:
         logger.exception(f"Error during daily demo data reset: {e}")
         raise
+
+
+@app.periodic(cron="0 */12 * * *")  # Every 12 hours
+@app.task(
+    name="check_for_updates",
+)
+def check_for_updates(timestamp=None):
+    if not settings.CHECK_FOR_UPDATES:
+        return "CHECK_FOR_UPDATES is disabled"
+
+    url = "https://api.github.com/repos/eitchtee/WYGIWYH/releases/latest"
+
+    try:
+        response = requests.get(url, timeout=60)
+        response.raise_for_status()  # Raise an exception for bad status codes (4xx or 5xx)
+
+        data = response.json()
+        latest_version = data.get("tag_name")
+
+        if latest_version:
+            try:
+                current_v = parse_version(settings.APP_VERSION)
+            except InvalidVersion:
+                current_v = parse_version("0.0.0")
+            try:
+                latest_v = parse_version(latest_version)
+            except InvalidVersion:
+                latest_v = parse_version("0.0.0")
+
+            update_info = {
+                "update_available": False,
+                "current_version": str(current_v),
+                "latest_version": str(latest_v),
+            }
+
+            if latest_v > current_v:
+                update_info["update_available"] = True
+
+            # Cache the entire dictionary
+            cache.set("update_check", update_info, 60 * 60 * 25)
+            logger.info(f"Update check complete. Result: {update_info}")
+        else:
+            logger.warning("Could not find 'tag_name' in GitHub API response.")
+
+    except requests.exceptions.RequestException as e:
+        logger.error(f"Failed to fetch updates from GitHub: {e}")

app/apps/common/templatetags/cache_access.py

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

app/apps/common/views.py

@@ -91,6 +91,12 @@ def month_year_picker(request):
         for date in all_months
     ]
 
+    today_url = (
+        reverse(url, kwargs={"month": current_date.month, "year": current_date.year})
+        if url
+        else ""
+    )
+
     return render(
         request,
         "common/fragments/month_year_picker.html",
@@ -98,6 +104,7 @@ def month_year_picker(request):
             "month_year_data": result,
             "current_month": current_month,
             "current_year": current_year,
+            "today_url": today_url,
         },
     )
 

app/apps/common/widgets/datepicker.py

@@ -37,7 +37,9 @@ class AirDatePickerInput(widgets.DateInput):
     def _get_current_language():
         """Get current language code in format compatible with AirDatepicker"""
         lang_code = translation.get_language()
-        # AirDatepicker uses simple language codes
+        # AirDatepicker uses simple language codes, except for pt-br
+        if lang_code.lower() == "pt-br":
+            return "pt-BR"
         return lang_code.split("-")[0]
 
     def _get_format(self):

app/apps/common/widgets/decimal.py

@@ -35,8 +35,8 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
         self.attrs.update(
             {
                 "x-data": "",
-                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', "
+                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
-                f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
+                "x-on:keyup": "$el.dispatchEvent(new Event('input'))",
             }
         )
 

app/apps/currencies/exchange_rates/fetcher.py

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

app/apps/currencies/exchange_rates/providers.py

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

app/apps/currencies/forms.py

@@ -26,6 +26,7 @@ class CurrencyForm(forms.ModelForm):
             "suffix",
             "code",
             "exchange_currency",
+            "is_archived",
         ]
         widgets = {
             "exchange_currency": TomSelect(),
@@ -40,6 +41,7 @@ class CurrencyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "code",
             "name",
+            Switch("is_archived"),
             "decimal_places",
             "prefix",
             "suffix",
@@ -114,6 +116,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "fetch_interval",
             "target_currencies",
             "target_accounts",
+            "singleton",
         ]
 
     def __init__(self, *args, **kwargs):
@@ -126,6 +129,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "name",
             "service_type",
             Switch("is_active"),
+            Switch("singleton"),
             "api_key",
             Row(
                 Column("interval_type", css_class="form-group col-md-6"),

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

app/apps/currencies/models.py

@@ -32,6 +32,11 @@ class Currency(models.Model):
         help_text=_("Default currency for exchange calculations"),
     )
 
+    is_archived = models.BooleanField(
+        default=False,
+        verbose_name=_("Archived"),
+    )
+
     def __str__(self):
         return self.name
 
@@ -70,6 +75,8 @@ class ExchangeRate(models.Model):
     )
     date = models.DateTimeField(verbose_name=_("Date and Time"))
 
+    automatic = models.BooleanField(verbose_name=_("Auto"), default=False)
+
     class Meta:
         verbose_name = _("Exchange Rate")
         verbose_name_plural = _("Exchange Rates")
@@ -92,11 +99,12 @@ class ExchangeRateService(models.Model):
     """Configuration for exchange rate services"""
 
     class ServiceType(models.TextChoices):
-        SYNTH_FINANCE = "synth_finance", "Synth Finance"
-        SYNTH_FINANCE_STOCK = "synth_finance_stock", "Synth Finance Stock"
         COINGECKO_FREE = "coingecko_free", "CoinGecko (Demo/Free)"
         COINGECKO_PRO = "coingecko_pro", "CoinGecko (Pro)"
         TRANSITIVE = "transitive", "Transitive (Calculated from Existing Rates)"
+        FRANKFURTER = "frankfurter", "Frankfurter"
+        TWELVEDATA = "twelvedata", "TwelveData"
+        TWELVEDATA_MARKETS = "twelvedatamarkets", "TwelveData Markets"
 
     class IntervalType(models.TextChoices):
         ON = "on", _("On")
@@ -148,6 +156,14 @@ class ExchangeRateService(models.Model):
         blank=True,
     )
 
+    singleton = models.BooleanField(
+        verbose_name=_("Single exchange rate"),
+        default=False,
+        help_text=_(
+            "Create one exchange rate and keep updating it. Avoids database clutter."
+        ),
+    )
+
     class Meta:
         verbose_name = _("Exchange Rate Service")
         verbose_name_plural = _("Exchange Rate Services")

app/apps/currencies/tests.py

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

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

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

app/apps/insights/utils/category_overview.py

@@ -9,8 +9,13 @@ from apps.currencies.models import Currency
 from apps.currencies.utils.convert import convert
 
 
-def get_categories_totals(transactions_queryset, ignore_empty=False):
+def get_categories_totals(
-    # First get the category totals as before
+    transactions_queryset, ignore_empty=False, show_entities=False
+):
+    # Step 1: Aggregate transaction data by category and currency.
+    # This query calculates the total current and projected income/expense for each
+    # category by grouping transactions and summing up their amounts based on their
+    # type (income/expense) and payment status (paid/unpaid).
     category_currency_metrics = (
         transactions_queryset.values(
             "category",
@@ -74,7 +79,10 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
         .order_by("category__name")
     )
 
-    # Get tag totals within each category with currency details
+    # Step 2: Aggregate transaction data by tag, category, and currency.
+    # This is similar to the category metrics but adds tags to the grouping,
+    # allowing for a breakdown of totals by tag within each category. It also
+    # handles untagged transactions, where the 'tags' field is None.
     tag_metrics = transactions_queryset.values(
         "category",
         "tags",
@@ -129,10 +137,12 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
         ),
     )
 
-    # Process the results to structure by category
+    # Step 3: Initialize the main dictionary to structure the final results.
+    # The data will be organized hierarchically: category -> currency -> tags -> entities.
     result = {}
 
-    # Process category totals first
+    # Step 4: Process the aggregated category metrics to build the initial result structure.
+    # This loop iterates through each category's metrics and populates the `result` dict.
     for metric in category_currency_metrics:
         # Skip empty categories if ignore_empty is True
         if ignore_empty and all(
@@ -183,7 +193,7 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
             "total_final": total_final,
         }
 
-        # Add exchanged values if exchange_currency exists
+        # Step 4a: Handle currency conversion for category totals if an exchange currency is defined.
         if metric["account__currency__exchange_currency"]:
             from_currency = Currency.objects.get(id=currency_id)
             exchange_currency = Currency.objects.get(
@@ -222,7 +232,7 @@ 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
+    # Step 5: Process the aggregated tag metrics and integrate them into the result structure.
     for tag_metric in tag_metrics:
         category_id = tag_metric["category"]
         tag_id = tag_metric["tags"]  # Will be None for untagged transactions
@@ -240,6 +250,7 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
                 result[category_id]["tags"][tag_key] = {
                     "name": tag_name,
                     "currencies": {},
+                    "entities": {},
                 }
 
             currency_id = tag_metric["account__currency"]
@@ -278,7 +289,7 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
                 "total_final": tag_total_final,
             }
 
-            # Add exchange currency support for tags
+            # Step 5a: Handle currency conversion for tag totals.
             if tag_metric["account__currency__exchange_currency"]:
                 from_currency = Currency.objects.get(id=currency_id)
                 exchange_currency = Currency.objects.get(
@@ -319,4 +330,175 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
                 currency_id
             ] = tag_currency_data
 
+    # Step 6: If requested, aggregate and process entity-level data.
+    if show_entities:
+        entity_metrics = transactions_queryset.values(
+            "category",
+            "tags",
+            "entities",
+            "entities__name",
+            "account__currency",
+            "account__currency__code",
+            "account__currency__name",
+            "account__currency__decimal_places",
+            "account__currency__prefix",
+            "account__currency__suffix",
+            "account__currency__exchange_currency",
+        ).annotate(
+            expense_current=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            expense_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_current=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.INCOME, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+        )
+
+        for entity_metric in entity_metrics:
+            category_id = entity_metric["category"]
+            tag_id = entity_metric["tags"]
+            entity_id = entity_metric["entities"]
+
+            if category_id in result:
+                tag_key = tag_id if tag_id is not None else "untagged"
+                if tag_key in result[category_id]["tags"]:
+                    entity_key = entity_id if entity_id is not None else "no_entity"
+                    entity_name = (
+                        entity_metric["entities__name"]
+                        if entity_id is not None
+                        else None
+                    )
+
+                    if "entities" not in result[category_id]["tags"][tag_key]:
+                        result[category_id]["tags"][tag_key]["entities"] = {}
+
+                    if (
+                        entity_key
+                        not in result[category_id]["tags"][tag_key]["entities"]
+                    ):
+                        result[category_id]["tags"][tag_key]["entities"][entity_key] = {
+                            "name": entity_name,
+                            "currencies": {},
+                        }
+
+                    currency_id = entity_metric["account__currency"]
+
+                    entity_total_current = (
+                        entity_metric["income_current"]
+                        - entity_metric["expense_current"]
+                    )
+                    entity_total_projected = (
+                        entity_metric["income_projected"]
+                        - entity_metric["expense_projected"]
+                    )
+                    entity_total_income = (
+                        entity_metric["income_current"]
+                        + entity_metric["income_projected"]
+                    )
+                    entity_total_expense = (
+                        entity_metric["expense_current"]
+                        + entity_metric["expense_projected"]
+                    )
+                    entity_total_final = entity_total_current + entity_total_projected
+
+                    entity_currency_data = {
+                        "currency": {
+                            "code": entity_metric["account__currency__code"],
+                            "name": entity_metric["account__currency__name"],
+                            "decimal_places": entity_metric[
+                                "account__currency__decimal_places"
+                            ],
+                            "prefix": entity_metric["account__currency__prefix"],
+                            "suffix": entity_metric["account__currency__suffix"],
+                        },
+                        "expense_current": entity_metric["expense_current"],
+                        "expense_projected": entity_metric["expense_projected"],
+                        "total_expense": entity_total_expense,
+                        "income_current": entity_metric["income_current"],
+                        "income_projected": entity_metric["income_projected"],
+                        "total_income": entity_total_income,
+                        "total_current": entity_total_current,
+                        "total_projected": entity_total_projected,
+                        "total_final": entity_total_final,
+                    }
+
+                    if entity_metric["account__currency__exchange_currency"]:
+                        from_currency = Currency.objects.get(id=currency_id)
+                        exchange_currency = Currency.objects.get(
+                            id=entity_metric["account__currency__exchange_currency"]
+                        )
+
+                        exchanged = {}
+                        for field in [
+                            "expense_current",
+                            "expense_projected",
+                            "income_current",
+                            "income_projected",
+                            "total_income",
+                            "total_expense",
+                            "total_current",
+                            "total_projected",
+                            "total_final",
+                        ]:
+                            amount, prefix, suffix, decimal_places = convert(
+                                amount=entity_currency_data[field],
+                                from_currency=from_currency,
+                                to_currency=exchange_currency,
+                            )
+                            if amount is not None:
+                                exchanged[field] = amount
+                                if "currency" not in exchanged:
+                                    exchanged["currency"] = {
+                                        "prefix": prefix,
+                                        "suffix": suffix,
+                                        "decimal_places": decimal_places,
+                                        "code": exchange_currency.code,
+                                        "name": exchange_currency.name,
+                                    }
+                        if exchanged:
+                            entity_currency_data["exchanged"] = exchanged
+
+                    result[category_id]["tags"][tag_key]["entities"][entity_key][
+                        "currencies"
+                    ][currency_id] = entity_currency_data
+
     return result

app/apps/insights/utils/transactions.py

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

app/apps/insights/views.py

@@ -74,7 +74,7 @@ def index(request):
 def sankey_by_account(request):
     # Get filtered transactions
 
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_untracked_accounts=True)
 
     # Generate Sankey data
     sankey_data = generate_sankey_data_by_account(transactions)
@@ -180,6 +180,14 @@ def category_overview(request):
     else:
         show_tags = request.session.get("insights_category_explorer_show_tags", True)
 
+    if "show_entities" in request.GET:
+        show_entities = request.GET["show_entities"] == "on"
+        request.session["insights_category_explorer_show_entities"] = show_entities
+    else:
+        show_entities = request.session.get(
+            "insights_category_explorer_show_entities", False
+        )
+
     if "showing" in request.GET:
         showing = request.GET["showing"]
         request.session["insights_category_explorer_showing"] = showing
@@ -190,7 +198,9 @@ def category_overview(request):
     transactions = get_transactions(request, include_silent=True)
 
     total_table = get_categories_totals(
-        transactions_queryset=transactions, ignore_empty=False
+        transactions_queryset=transactions,
+        ignore_empty=False,
+        show_entities=show_entities,
     )
 
     return render(
@@ -200,6 +210,7 @@ def category_overview(request):
             "total_table": total_table,
             "view_type": view_type,
             "show_tags": show_tags,
+            "show_entities": show_entities,
             "showing": showing,
         },
     )
@@ -239,11 +250,15 @@ def late_transactions(request):
 @login_required
 @require_http_methods(["GET"])
 def emergency_fund(request):
-    transactions_currency_queryset = Transaction.objects.filter(
+    transactions_currency_queryset = (
+        Transaction.objects.filter(
             is_paid=True, account__is_archived=False, account__is_asset=False
-    ).order_by(
+        )
+        .exclude(account__in=request.user.untracked_accounts.all())
+        .order_by(
             "account__currency__name",
         )
+    )
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, ignore_empty=False
     )
@@ -260,7 +275,9 @@ def emergency_fund(request):
             reference_date__gte=start_date,
             reference_date__lte=end_date,
             category__mute=False,
+            mute=False,
         )
+        .exclude(account__in=request.user.untracked_accounts.all())
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))
     )

app/apps/monthly_overview/views.py

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

app/apps/net_worth/urls.py

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

app/apps/net_worth/utils/calculate_net_worth.py

@@ -30,6 +30,7 @@ def calculate_historical_currency_net_worth(queryset):
             | Q(accounts__visibility="private", accounts__owner=None),
             accounts__is_archived=False,
             accounts__isnull=False,
+            is_archived=False,
         )
         .values_list("name", flat=True)
         .distinct()

app/apps/net_worth/views.py

@@ -2,7 +2,7 @@ import json
 
 from django.contrib.auth.decorators import login_required
 from django.core.serializers.json import DjangoJSONEncoder
-from django.shortcuts import render
+from django.shortcuts import render, redirect
 from django.views.decorators.http import require_http_methods
 
 from apps.net_worth.utils.calculate_net_worth import (
@@ -18,18 +18,41 @@ from apps.transactions.utils.calculations import (
 
 @login_required
 @require_http_methods(["GET"])
-def net_worth_current(request):
+def net_worth(request):
-    transactions_currency_queryset = Transaction.objects.filter(
+    if "view_type" in request.GET:
-        is_paid=True, account__is_archived=False
+        view_type = request.GET["view_type"]
-    ).order_by(
+        request.session["networth_view_type"] = view_type
+    else:
+        view_type = request.session.get("networth_view_type", "current")
+
+    if view_type == "current":
+        transactions_currency_queryset = (
+            Transaction.objects.filter(is_paid=True, account__is_archived=False)
+            .order_by(
                 "account__currency__name",
             )
+            .exclude(account__in=request.user.untracked_accounts.all())
+        )
         transactions_account_queryset = Transaction.objects.filter(
             is_paid=True, account__is_archived=False
         ).order_by(
             "account__group__name",
             "account__name",
         )
+    else:
+        transactions_currency_queryset = (
+            Transaction.objects.filter(account__is_archived=False)
+            .order_by(
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+        )
+        transactions_account_queryset = Transaction.objects.filter(
+            account__is_archived=False
+        ).order_by(
+            "account__group__name",
+            "account__name",
+        )
 
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, deep_search=True
@@ -116,111 +139,22 @@ def net_worth_current(request):
             "currencies": currencies,
             "chart_data_accounts_json": chart_data_accounts_json,
             "accounts": accounts,
-            "type": "current",
+            "type": view_type,
         },
     )
 
 
+@login_required
+@require_http_methods(["GET"])
+def net_worth_current(request):
+    request.session["networth_view_type"] = "current"
+
+    return redirect("net_worth")
+
+
 @login_required
 @require_http_methods(["GET"])
 def net_worth_projected(request):
-    transactions_currency_queryset = Transaction.objects.filter(
+    request.session["networth_view_type"] = "projected"
-        account__is_archived=False
-    ).order_by(
-        "account__currency__name",
-    )
-    transactions_account_queryset = Transaction.objects.filter(
-        account__is_archived=False
-    ).order_by(
-        "account__group__name",
-        "account__name",
-    )
 
-    currency_net_worth = calculate_currency_totals(
+    return redirect("net_worth")
-        transactions_queryset=transactions_currency_queryset, deep_search=True
-    )
-    account_net_worth = calculate_account_totals(
-        transactions_queryset=transactions_account_queryset
-    )
-
-    historical_currency_net_worth = calculate_historical_currency_net_worth(
-        queryset=transactions_currency_queryset
-    )
-
-    labels = (
-        list(historical_currency_net_worth.keys())
-        if historical_currency_net_worth
-        else []
-    )
-    currencies = (
-        list(historical_currency_net_worth[labels[0]].keys())
-        if historical_currency_net_worth
-        else []
-    )
-
-    datasets = []
-    for i, currency in enumerate(currencies):
-        data = [
-            float(month_data[currency])
-            for month_data in historical_currency_net_worth.values()
-        ]
-        datasets.append(
-            {
-                "label": currency,
-                "data": data,
-                "yAxisID": f"y{i}",
-                "fill": False,
-                "tension": 0.1,
-            }
-        )
-
-    chart_data_currency = {"labels": labels, "datasets": datasets}
-
-    chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)
-
-    historical_account_balance = calculate_historical_account_balance(
-        queryset=transactions_account_queryset
-    )
-
-    labels = (
-        list(historical_account_balance.keys()) if historical_account_balance else []
-    )
-    accounts = (
-        list(historical_account_balance[labels[0]].keys())
-        if historical_account_balance
-        else []
-    )
-
-    datasets = []
-    for i, account in enumerate(accounts):
-        data = [
-            float(month_data[account])
-            for month_data in historical_account_balance.values()
-        ]
-        datasets.append(
-            {
-                "label": account,
-                "data": data,
-                "fill": False,
-                "tension": 0.1,
-                "yAxisID": f"y-axis-{i}",  # Assign each dataset to its own Y-axis
-            }
-        )
-
-    chart_data_accounts = {"labels": labels, "datasets": datasets}
-
-    chart_data_accounts_json = json.dumps(chart_data_accounts, cls=DjangoJSONEncoder)
-
-    return render(
-        request,
-        "net_worth/net_worth.html",
-        {
-            "currency_net_worth": currency_net_worth,
-            "account_net_worth": account_net_worth,
-            "chart_data_currency_json": chart_data_currency_json,
-            "currencies": currencies,
-            "chart_data_accounts_json": chart_data_accounts_json,
-            "accounts": accounts,
-            "type": "projected",
-        },
-    )

app/apps/rules/forms.py

@@ -1,15 +1,19 @@
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
 from crispy_forms.bootstrap import FormActions, AccordionGroup
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Field, Row, Column
+from crispy_forms.layout import Layout, Field, Row, Column, HTML
 from django import forms
 from django.core.exceptions import ValidationError
 from django.utils.translation import gettext_lazy as _
 
 from apps.common.widgets.crispy.submit import NoClassSubmit
-from apps.common.widgets.tom_select import TomSelect
+from apps.common.widgets.crispy.submit import NoClassSubmit
+from apps.common.widgets.tom_select import TomSelect, TransactionSelect
 from apps.rules.models import TransactionRule, UpdateOrCreateTransactionRuleAction
 from apps.rules.models import TransactionRuleAction
+from apps.common.fields.forms.dynamic_select import DynamicModelChoiceField
+from apps.transactions.forms import BulkEditTransactionForm
+from apps.transactions.models import Transaction
 
 
 class TransactionRuleForm(forms.ModelForm):
@@ -40,6 +44,8 @@ class TransactionRuleForm(forms.ModelForm):
                 Column(Switch("on_create")),
                 Column(Switch("on_delete")),
             ),
+            "order",
+            Switch("sequenced"),
             "description",
             "trigger",
         )
@@ -65,10 +71,11 @@ class TransactionRuleForm(forms.ModelForm):
 class TransactionRuleActionForm(forms.ModelForm):
     class Meta:
         model = TransactionRuleAction
-        fields = ("value", "field")
+        fields = ("value", "field", "order")
         labels = {
             "field": _("Set field"),
             "value": _("To"),
+            "order": _("Order"),
         }
         widgets = {"field": TomSelect(clear_button=False)}
 
@@ -82,6 +89,7 @@ class TransactionRuleActionForm(forms.ModelForm):
         self.helper.form_method = "post"
         # TO-DO: Add helper with available commands
         self.helper.layout = Layout(
+            "order",
             "field",
             "value",
         )
@@ -147,9 +155,11 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_category_operator": TomSelect(clear_button=False),
             "search_internal_note_operator": TomSelect(clear_button=False),
             "search_internal_id_operator": TomSelect(clear_button=False),
+            "search_mute_operator": TomSelect(clear_button=False),
         }
 
         labels = {
+            "order": _("Order"),
             "search_account_operator": _("Operator"),
             "search_type_operator": _("Operator"),
             "search_is_paid_operator": _("Operator"),
@@ -163,6 +173,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_internal_id_operator": _("Operator"),
             "search_tags_operator": _("Operator"),
             "search_entities_operator": _("Operator"),
+            "search_mute_operator": _("Operator"),
             "search_account": _("Account"),
             "search_type": _("Type"),
             "search_is_paid": _("Paid"),
@@ -176,6 +187,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "search_internal_id": _("Internal ID"),
             "search_tags": _("Tags"),
             "search_entities": _("Entities"),
+            "search_mute": _("Mute"),
             "set_account": _("Account"),
             "set_type": _("Type"),
             "set_is_paid": _("Paid"),
@@ -189,6 +201,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
             "set_category": _("Category"),
             "set_internal_note": _("Internal Note"),
             "set_internal_id": _("Internal ID"),
+            "set_mute": _("Mute"),
         }
 
     def __init__(self, *args, **kwargs):
@@ -200,6 +213,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         self.helper.form_method = "post"
 
         self.helper.layout = Layout(
+            "order",
             BS5Accordion(
                 AccordionGroup(
                     _("Search Criteria"),
@@ -224,6 +238,16 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
                             css_class="form-group col-md-8",
                         ),
                     ),
+                    Row(
+                        Column(
+                            Field("search_mute_operator"),
+                            css_class="form-group col-md-4",
+                        ),
+                        Column(
+                            Field("search_mute", rows=1),
+                            css_class="form-group col-md-8",
+                        ),
+                    ),
                     Row(
                         Column(
                             Field("search_account_operator"),
@@ -340,6 +364,7 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
                     _("Set Values"),
                     Field("set_type", rows=1),
                     Field("set_is_paid", rows=1),
+                    Field("set_mute", rows=1),
                     Field("set_account", rows=1),
                     Field("set_entities", rows=1),
                     Field("set_date", rows=1),
@@ -381,3 +406,112 @@ class UpdateOrCreateTransactionRuleActionForm(forms.ModelForm):
         if commit:
             instance.save()
         return instance
+
+
+class DryRunCreatedTransacion(forms.Form):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "transaction",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )
+
+
+class DryRunDeletedTransacion(forms.Form):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.layout = Layout(
+            "transaction",
+            FormActions(
+                NoClassSubmit(
+                    "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+                ),
+            ),
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )
+
+
+class DryRunUpdatedTransactionForm(BulkEditTransactionForm):
+    transaction = DynamicModelChoiceField(
+        model=Transaction,
+        to_field_name="id",
+        label=_("Transaction"),
+        required=True,
+        queryset=Transaction.objects.none(),
+        widget=TransactionSelect(clear_button=False, income=True, expense=True),
+        help_text=_("Type to search for a transaction"),
+    )
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.helper.layout.insert(0, "transaction")
+        self.helper.layout.insert(1, HTML("<hr/>"))
+
+        # Change submit button
+        self.helper.layout[-1] = FormActions(
+            NoClassSubmit(
+                "submit", _("Test"), css_class="btn btn-outline-primary w-100"
+            )
+        )
+
+        if self.data.get("transaction"):
+            try:
+                transaction = Transaction.objects.get(id=self.data.get("transaction"))
+            except Transaction.DoesNotExist:
+                transaction = None
+
+            if transaction:
+                self.fields["transaction"].queryset = Transaction.objects.filter(
+                    id=transaction.id
+                )

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

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

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

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

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

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

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

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

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

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

app/apps/rules/models.py

@@ -13,6 +13,11 @@ class TransactionRule(SharedObject):
     name = models.CharField(max_length=100, verbose_name=_("Name"))
     description = models.TextField(blank=True, null=True, verbose_name=_("Description"))
     trigger = models.TextField(verbose_name=_("Trigger"))
+    sequenced = models.BooleanField(
+        verbose_name=_("Sequenced"),
+        default=False,
+    )
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -32,12 +37,15 @@ class TransactionRuleAction(models.Model):
         is_paid = "is_paid", _("Paid")
         date = "date", _("Date")
         reference_date = "reference_date", _("Reference Date")
+        mute = "mute", _("Mute")
         amount = "amount", _("Amount")
         description = "description", _("Description")
         notes = "notes", _("Notes")
         category = "category", _("Category")
         tags = "tags", _("Tags")
         entities = "entities", _("Entities")
+        internal_note = "internal_nome", _("Internal Note")
+        internal_id = "internal_id", _("Internal ID")
 
     rule = models.ForeignKey(
         TransactionRule,
@@ -51,6 +59,7 @@ class TransactionRuleAction(models.Model):
         verbose_name=_("Field"),
     )
     value = models.TextField(verbose_name=_("Value"))
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     def __str__(self):
         return f"{self.rule} - {self.field} - {self.value}"
@@ -59,6 +68,11 @@ class TransactionRuleAction(models.Model):
         verbose_name = _("Edit transaction action")
         verbose_name_plural = _("Edit transaction actions")
         unique_together = (("rule", "field"),)
+        ordering = ["order"]
+
+    @property
+    def action_type(self):
+        return "edit_transaction"
 
 
 class UpdateOrCreateTransactionRuleAction(models.Model):
@@ -237,6 +251,17 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         verbose_name="Internal ID Operator",
     )
 
+    search_mute = models.TextField(
+        verbose_name="Search Mute",
+        blank=True,
+    )
+    search_mute_operator = models.CharField(
+        max_length=10,
+        choices=SearchOperator.choices,
+        default=SearchOperator.EXACT,
+        verbose_name="Mute Operator",
+    )
+
     # Set fields
     set_account = models.TextField(
         verbose_name=_("Account"),
@@ -290,10 +315,21 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
         verbose_name=_("Tags"),
         blank=True,
     )
+    set_mute = models.TextField(
+        verbose_name=_("Mute"),
+        blank=True,
+    )
+
+    order = models.PositiveIntegerField(default=0, verbose_name=_("Order"))
 
     class Meta:
         verbose_name = _("Update or create transaction action")
         verbose_name_plural = _("Update or create transaction actions")
+        ordering = ["order"]
+
+    @property
+    def action_type(self):
+        return "update_or_create_transaction"
 
     def __str__(self):
         return f"Update or create transaction action for {self.rule}"
@@ -325,6 +361,10 @@ class UpdateOrCreateTransactionRuleAction(models.Model):
             value = simple.eval(self.search_is_paid)
             search_query &= add_to_query("is_paid", value, self.search_is_paid_operator)
 
+        if self.search_mute:
+            value = simple.eval(self.search_mute)
+            search_query &= add_to_query("mute", value, self.search_mute_operator)
+
         if self.search_date:
             value = simple.eval(self.search_date)
             search_query &= add_to_query("date", value, self.search_date_operator)

app/apps/rules/signals.py

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

app/apps/rules/urls.py

@@ -42,6 +42,21 @@ urlpatterns = [
         views.transaction_rule_take_ownership,
         name="transaction_rule_take_ownership",
     ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/created/",
+        views.dry_run_rule_created,
+        name="transaction_rule_dry_run_created",
+    ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/deleted/",
+        views.dry_run_rule_deleted,
+        name="transaction_rule_dry_run_deleted",
+    ),
+    path(
+        "rules/transaction/<int:pk>/dry-run/updated/",
+        views.dry_run_rule_updated,
+        name="transaction_rule_dry_run_updated",
+    ),
     path(
         "rules/transaction/<int:pk>/share/",
         views.transaction_rule_share,

app/apps/rules/utils/transactions.py

@@ -0,0 +1,93 @@
+import logging
+from decimal import Decimal
+
+from django.db.models import Sum, Value, DecimalField, Case, When, F
+from django.db.models.functions import Coalesce
+
+from apps.transactions.models import (
+    Transaction,
+)
+
+logger = logging.getLogger(__name__)
+
+
+class TransactionsGetter:
+    def __init__(self, **filters):
+        self.__queryset = Transaction.objects.filter(**filters)
+
+    def exclude(self, **exclude_filters):
+        self.__queryset = self.__queryset.exclude(**exclude_filters)
+
+        return self
+
+    @property
+    def sum(self):
+        return self.__queryset.aggregate(
+            total=Coalesce(
+                Sum("amount"), Value(Decimal("0")), output_field=DecimalField()
+            )
+        )["total"]
+
+    @property
+    def balance(self):
+        return abs(
+            self.__queryset.aggregate(
+                balance=Coalesce(
+                    Sum(
+                        Case(
+                            When(type=Transaction.Type.EXPENSE, then=-F("amount")),
+                            default=F("amount"),
+                            output_field=DecimalField(),
+                        )
+                    ),
+                    Value(Decimal("0")),
+                    output_field=DecimalField(),
+                )
+            )["balance"]
+        )
+
+    @property
+    def raw_balance(self):
+        return self.__queryset.aggregate(
+            balance=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.EXPENSE, then=-F("amount")),
+                        default=F("amount"),
+                        output_field=DecimalField(),
+                    )
+                ),
+                Value(Decimal("0")),
+                output_field=DecimalField(),
+            )
+        )["balance"]
+
+
+def serialize_transaction(sender: Transaction, deleted: bool):
+    return {
+        "id": sender.id,
+        "account": (sender.account.id, sender.account.name),
+        "account_group": (
+            sender.account.group.id if sender.account.group else None,
+            sender.account.group.name if sender.account.group else None,
+        ),
+        "type": str(sender.type),
+        "is_paid": sender.is_paid,
+        "is_asset": sender.account.is_asset,
+        "is_archived": sender.account.is_archived,
+        "category": (
+            sender.category.id if sender.category else None,
+            sender.category.name if sender.category else None,
+        ),
+        "date": sender.date.isoformat(),
+        "reference_date": sender.reference_date.isoformat(),
+        "amount": str(sender.amount),
+        "description": sender.description,
+        "notes": sender.notes,
+        "tags": list(sender.tags.values_list("id", "name")),
+        "entities": list(sender.entities.values_list("id", "name")),
+        "deleted": deleted,
+        "internal_note": sender.internal_note,
+        "internal_id": sender.internal_id,
+        "mute": sender.mute,
+    }

app/apps/rules/views.py

@@ -1,5 +1,10 @@
+from itertools import chain
+
+from copy import deepcopy
+
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
+from django.db import transaction
 from django.http import HttpResponse
 from django.shortcuts import render, get_object_or_404, redirect
 from django.utils.translation import gettext_lazy as _
@@ -10,6 +15,9 @@ from apps.rules.forms import (
     TransactionRuleForm,
     TransactionRuleActionForm,
     UpdateOrCreateTransactionRuleActionForm,
+    DryRunCreatedTransacion,
+    DryRunDeletedTransacion,
+    DryRunUpdatedTransactionForm,
 )
 from apps.rules.models import (
     TransactionRule,
@@ -19,6 +27,11 @@ from apps.rules.models import (
 from apps.common.models import SharedObject
 from apps.common.forms import SharedObjectForm
 from apps.common.decorators.demo import disabled_on_demo
+from apps.rules.tasks import check_for_transaction_rules
+from apps.common.middleware.thread_local import get_current_user
+from apps.rules.signals import transaction_created, transaction_updated
+from apps.rules.utils.transactions import serialize_transaction
+from apps.transactions.models import Transaction
 
 
 @login_required
@@ -36,7 +49,7 @@ def rules_index(request):
 @disabled_on_demo
 @require_http_methods(["GET"])
 def rules_list(request):
-    transaction_rules = TransactionRule.objects.all().order_by("id")
+    transaction_rules = TransactionRule.objects.all().order_by("order", "id")
     return render(
         request,
         "rules/fragments/list.html",
@@ -140,10 +153,20 @@ def transaction_rule_edit(request, transaction_rule_id):
 def transaction_rule_view(request, transaction_rule_id):
     transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
+    edit_actions = transaction_rule.transaction_actions.all()
+    update_or_create_actions = (
+        transaction_rule.update_or_create_transaction_actions.all()
+    )
+
+    all_actions = sorted(
+        chain(edit_actions, update_or_create_actions),
+        key=lambda a: a.order,
+    )
+
     return render(
         request,
         "rules/fragments/transaction_rule/view.html",
-        {"transaction_rule": transaction_rule},
+        {"transaction_rule": transaction_rule, "all_actions": all_actions},
     )
 
 
@@ -406,3 +429,156 @@ def update_or_create_transaction_rule_action_delete(request, pk):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_created(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunCreatedTransacion(request.POST)
+        if form.is_valid():
+            try:
+                with transaction.atomic():
+                    logs, results = check_for_transaction_rules(
+                        instance_id=form.cleaned_data["transaction"].id,
+                        signal="transaction_created",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                    )
+                    logs = "\n".join(logs)
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+            return response
+
+    else:
+        form = DryRunCreatedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/created.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_deleted(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunDeletedTransacion(request.POST)
+        if form.is_valid():
+            try:
+                with transaction.atomic():
+                    logs, results = check_for_transaction_rules(
+                        instance_id=form.cleaned_data["transaction"].id,
+                        signal="transaction_deleted",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                    )
+                    logs = "\n".join(logs)
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+        return response
+
+    else:
+        form = DryRunDeletedTransacion()
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/deleted.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )
+
+
+@only_htmx
+@login_required
+@disabled_on_demo
+@require_http_methods(["GET", "POST"])
+def dry_run_rule_updated(request, pk):
+    rule = get_object_or_404(TransactionRule, id=pk)
+    logs = None
+    results = None
+
+    if request.method == "POST":
+        form = DryRunUpdatedTransactionForm(request.POST)
+        if form.is_valid():
+            base_transaction = Transaction.objects.get(
+                id=request.POST.get("transaction")
+            )
+            old_data = deepcopy(base_transaction)
+            try:
+                with transaction.atomic():
+                    for field_name, value in form.cleaned_data.items():
+                        if value or isinstance(
+                            value, bool
+                        ):  # Only update fields that have been filled in the form
+                            if field_name == "tags":
+                                base_transaction.tags.set(value)
+                            elif field_name == "entities":
+                                base_transaction.entities.set(value)
+                            else:
+                                setattr(base_transaction, field_name, value)
+
+                    base_transaction.save()
+
+                    logs, results = check_for_transaction_rules(
+                        instance_id=base_transaction.id,
+                        signal="transaction_updated",
+                        dry_run=True,
+                        rule_id=rule.id,
+                        user_id=get_current_user().id,
+                        old_data=old_data,
+                    )
+                    logs = "\n".join(logs) if logs else ""
+
+                    response = render(
+                        request,
+                        "rules/fragments/transaction_rule/dry_run/created.html",
+                        {"form": form, "rule": rule, "logs": logs, "results": results},
+                    )
+
+                    # This will rollback the transaction
+                    raise Exception("ROLLBACK")
+            except Exception:
+                pass
+
+            return response
+    else:
+        form = DryRunUpdatedTransactionForm(initial={"is_paid": None, "type": None})
+
+    return render(
+        request,
+        "rules/fragments/transaction_rule/dry_run/updated.html",
+        {"form": form, "rule": rule, "logs": logs, "results": results},
+    )

app/apps/transactions/admin.py

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

app/apps/transactions/filters.py

@@ -60,26 +60,20 @@ class TransactionsFilter(django_filters.FilterSet):
         label=_("Currencies"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
     )
-    category = django_filters.ModelMultipleChoiceFilter(
+    category = django_filters.MultipleChoiceFilter(
-        field_name="category__name",
-        queryset=TransactionCategory.objects.all(),
-        to_field_name="name",
         label=_("Categories"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+        method="filter_category",
     )
-    tags = django_filters.ModelMultipleChoiceFilter(
+    tags = django_filters.MultipleChoiceFilter(
-        field_name="tags__name",
-        queryset=TransactionTag.objects.all(),
-        to_field_name="name",
         label=_("Tags"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+        method="filter_tags",
     )
-    entities = django_filters.ModelMultipleChoiceFilter(
+    entities = django_filters.MultipleChoiceFilter(
-        field_name="entities__name",
-        queryset=TransactionEntity.objects.all(),
-        to_field_name="name",
         label=_("Entities"),
         widget=TomSelectMultiple(checkboxes=True, remove_button=True),
+        method="filter_entities",
     )
     is_paid = django_filters.MultipleChoiceFilter(
         choices=SITUACAO_CHOICES,
@@ -125,6 +119,7 @@ class TransactionsFilter(django_filters.FilterSet):
             "is_paid",
             "category",
             "tags",
+            "entities",
             "date_start",
             "date_end",
             "reference_date_start",
@@ -186,6 +181,93 @@ class TransactionsFilter(django_filters.FilterSet):
         self.form.fields["date_end"].widget = AirDatePickerInput()
 
         self.form.fields["account"].queryset = Account.objects.all()
-        self.form.fields["category"].queryset = TransactionCategory.objects.all()
+        category_choices = list(
-        self.form.fields["tags"].queryset = TransactionTag.objects.all()
+            TransactionCategory.objects.values_list("name", "name").order_by("name")
-        self.form.fields["entities"].queryset = TransactionEntity.objects.all()
+        )
+        custom_choices = [
+            ("any", _("Categorized")),
+            ("uncategorized", _("Uncategorized")),
+        ]
+        self.form.fields["category"].choices = custom_choices + category_choices
+        tag_choices = list(
+            TransactionTag.objects.values_list("name", "name").order_by("name")
+        )
+        custom_tag_choices = [("any", _("Tagged")), ("untagged", _("Untagged"))]
+        self.form.fields["tags"].choices = custom_tag_choices + tag_choices
+        entity_choices = list(
+            TransactionEntity.objects.values_list("name", "name").order_by("name")
+        )
+        custom_entity_choices = [
+            ("any", _("Any entity")),
+            ("no_entity", _("No entity")),
+        ]
+        self.form.fields["entities"].choices = custom_entity_choices + entity_choices
+
+    @staticmethod
+    def filter_category(queryset, name, value):
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        if "any" in value:
+            return queryset.filter(category__isnull=False)
+
+        q = Q()
+        if "uncategorized" in value:
+            q |= Q(category__isnull=True)
+            value.remove("uncategorized")
+
+        if value:
+            q |= Q(category__name__in=value)
+
+        if q.children:
+            return queryset.filter(q)
+
+        return queryset
+
+    @staticmethod
+    def filter_tags(queryset, name, value):
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        if "any" in value:
+            return queryset.filter(tags__isnull=False).distinct()
+
+        q = Q()
+        if "untagged" in value:
+            q |= Q(tags__isnull=True)
+            value.remove("untagged")
+
+        if value:
+            q |= Q(tags__name__in=value)
+
+        if q.children:
+            return queryset.filter(q).distinct()
+
+        return queryset
+
+    @staticmethod
+    def filter_entities(queryset, name, value):
+        if not value:
+            return queryset
+
+        value = list(value)
+
+        if "any" in value:
+            return queryset.filter(entities__isnull=False).distinct()
+
+        q = Q()
+        if "no_entity" in value:
+            q |= Q(entities__isnull=True)
+            value.remove("no_entity")
+
+        if value:
+            q |= Q(entities__name__in=value)
+
+        if q.children:
+            return queryset.filter(q).distinct()
+
+        return queryset

app/apps/transactions/forms.py

@@ -1,5 +1,7 @@
+from copy import deepcopy
+
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
-from crispy_forms.bootstrap import FormActions, AccordionGroup
+from crispy_forms.bootstrap import FormActions, AccordionGroup, AppendedText
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import (
     Layout,
@@ -239,11 +241,16 @@ class TransactionForm(forms.ModelForm):
     def save(self, **kwargs):
         is_new = not self.instance.id
 
+        if not is_new:
+            old_data = deepcopy(Transaction.objects.get(pk=self.instance.id))
+        else:
+            old_data = None
+
         instance = super().save(**kwargs)
         if is_new:
             transaction_created.send(sender=instance)
         else:
-            transaction_updated.send(sender=instance)
+            transaction_updated.send(sender=instance, old_data=old_data)
 
         return instance
 
@@ -290,11 +297,15 @@ class QuickTransactionForm(forms.ModelForm):
             "category",
             "tags",
             "entities",
+            "mute",
         ]
         widgets = {
             "notes": forms.Textarea(attrs={"rows": 3}),
             "account": TomSelect(clear_button=False, group_by="group"),
         }
+        help_texts = {
+            "mute": _("Muted transactions won't be displayed on monthly summaries")
+        }
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
@@ -343,11 +354,6 @@ class QuickTransactionForm(forms.ModelForm):
                 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(
@@ -356,6 +362,7 @@ class QuickTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "notes",
+            Switch("mute"),
         )
 
         if self.instance and self.instance.pk:
@@ -382,35 +389,115 @@ class QuickTransactionForm(forms.ModelForm):
             )
 
 
-class BulkEditTransactionForm(TransactionForm):
+class BulkEditTransactionForm(forms.Form):
-    is_paid = forms.NullBooleanField(required=False)
+    type = forms.ChoiceField(
+        choices=(Transaction.Type.choices),
+        required=False,
+        label=_("Type"),
+    )
+    is_paid = forms.NullBooleanField(
+        required=False,
+        label=_("Paid"),
+    )
+    account = DynamicModelChoiceField(
+        model=Account,
+        required=False,
+        label=_("Account"),
+        queryset=Account.objects.filter(is_archived=False),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+    date = forms.DateField(
+        label=_("Date"),
+        required=False,
+        widget=AirDatePickerInput(clear_button=False),
+    )
+    reference_date = forms.DateField(
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
+    )
+    amount = forms.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        required=False,
+        label=_("Amount"),
+        widget=ArbitraryDecimalDisplayNumberInput(),
+    )
+    description = forms.CharField(
+        max_length=500, required=False, label=_("Description")
+    )
+    notes = forms.CharField(
+        required=False,
+        widget=forms.Textarea(attrs={"rows": 3}),
+        label=_("Notes"),
+    )
+    category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    entities = DynamicModelMultipleChoiceField(
+        model=TransactionEntity,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Entities"),
+        queryset=TransactionEntity.objects.all(),
+    )
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
-        # Make all fields optional
-        for field_name, field in self.fields.items():
-            field.required = False
 
-        del self.helper.layout[-1]  # Remove button
+        self.fields["account"].queryset = Account.objects.filter(
-        del self.helper.layout[0:2]  # Remove type, is_paid field
+            is_archived=False,
+        )
 
-        self.helper.layout.insert(
+        self.fields["category"].queryset = TransactionCategory.objects.filter(
-            0,
+            active=True
+        )
+        self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+        self.fields["entities"].queryset = TransactionEntity.objects.all()
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
             Field(
                 "type",
                 template="transactions/widgets/unselectable_income_expense_toggle_buttons.html",
             ),
-        )
-
-        self.helper.layout.insert(
-            1,
             Field(
                 "is_paid",
                 template="transactions/widgets/unselectable_paid_toggle_button.html",
             ),
-        )
+            Row(
-
+                Column("account", css_class="form-group col-md-6 mb-0"),
-        self.helper.layout.append(
+                Column("entities", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            Row(
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "notes",
             FormActions(
                 NoClassSubmit(
                     "submit", _("Update"), css_class="btn btn-outline-primary w-100"
@@ -418,6 +505,9 @@ class BulkEditTransactionForm(TransactionForm):
             ),
         )
 
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(
@@ -494,6 +584,13 @@ class TransferForm(forms.Form):
         label=_("Notes"),
     )
 
+    mute = forms.BooleanField(
+        label=_("Mute"),
+        initial=True,
+        required=False,
+        help_text=_("Muted transactions won't be displayed on monthly summaries"),
+    )
+
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
 
@@ -512,6 +609,7 @@ class TransferForm(forms.Form):
             ),
             Field("description"),
             Field("notes"),
+            Switch("mute"),
             Row(
                 Column(
                     Row(
@@ -594,6 +692,8 @@ class TransferForm(forms.Form):
         return cleaned_data
 
     def save(self):
+        mute = self.cleaned_data["mute"]
+
         from_account = self.cleaned_data["from_account"]
         to_account = self.cleaned_data["to_account"]
         from_amount = self.cleaned_data["from_amount"]
@@ -616,6 +716,7 @@ class TransferForm(forms.Form):
             description=description,
             category=from_category,
             notes=notes,
+            mute=mute,
         )
         from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
 
@@ -630,6 +731,7 @@ class TransferForm(forms.Form):
             description=description,
             category=to_category,
             notes=notes,
+            mute=mute,
         )
         to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
 
@@ -868,7 +970,7 @@ class TransactionCategoryForm(forms.ModelForm):
         fields = ["name", "mute", "active"]
         labels = {"name": _("Category name")}
         help_texts = {
-            "mute": _("Muted categories won't count towards your monthly total")
+            "mute": _("Muted categories won't be displayed on monthly summaries")
         }
 
     def __init__(self, *args, **kwargs):
@@ -946,6 +1048,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "notes",
             "add_notes_to_transaction",
             "entities",
+            "keep_at_most",
         ]
         widgets = {
             "reference_date": AirMonthYearPickerInput(),
@@ -1025,6 +1128,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 Column("end_date", css_class="form-group col-md-4 mb-0"),
                 css_class="form-row",
             ),
+            AppendedText("keep_at_most", _("future transactions")),
         )
 
         self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
@@ -1066,5 +1170,6 @@ class RecurringTransactionForm(forms.ModelForm):
             instance.create_upcoming_transactions()
         else:
             instance.update_unpaid_transactions()
+            instance.generate_upcoming_transactions()
 
         return instance

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

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

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

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

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

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

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

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

app/apps/transactions/models.py

@@ -1,4 +1,5 @@
 import logging
+from copy import deepcopy
 
 from dateutil.relativedelta import relativedelta
 from django.conf import settings
@@ -33,13 +34,13 @@ transaction_deleted = Signal()
 
 class SoftDeleteQuerySet(models.QuerySet):
     @staticmethod
-    def _emit_signals(instances, created=False):
+    def _emit_signals(instances, created=False, old_data=None):
         """Helper to emit signals for multiple instances"""
-        for instance in instances:
+        for i, instance in enumerate(instances):
             if created:
                 transaction_created.send(sender=instance)
             else:
-                transaction_updated.send(sender=instance)
+                transaction_updated.send(sender=instance, old_data=old_data[i])
 
     def bulk_create(self, objs, emit_signal=True, **kwargs):
         instances = super().bulk_create(objs, **kwargs)
@@ -50,22 +51,25 @@ class SoftDeleteQuerySet(models.QuerySet):
         return instances
 
     def bulk_update(self, objs, fields, emit_signal=True, **kwargs):
+        old_data = deepcopy(objs)
         result = super().bulk_update(objs, fields, **kwargs)
 
         if emit_signal:
-            self._emit_signals(objs, created=False)
+            self._emit_signals(objs, created=False, old_data=old_data)
 
         return result
 
     def update(self, emit_signal=True, **kwargs):
         # Get instances before update
         instances = list(self)
+        old_data = deepcopy(instances)
+
         result = super().update(**kwargs)
 
         if emit_signal:
             # Refresh instances to get new values
             refreshed = self.model.objects.filter(pk__in=[obj.pk for obj in instances])
-            self._emit_signals(refreshed, created=False)
+            self._emit_signals(refreshed, created=False, old_data=old_data)
 
         return result
 
@@ -299,6 +303,7 @@ class Transaction(OwnedObject):
     is_paid = models.BooleanField(default=True, verbose_name=_("Paid"))
     date = models.DateField(verbose_name=_("Date"))
     reference_date = MonthYearModelField(verbose_name=_("Reference Date"))
+    mute = models.BooleanField(default=False, verbose_name=_("Mute"))
 
     amount = models.DecimalField(
         max_digits=42,
@@ -375,7 +380,7 @@ class Transaction(OwnedObject):
         db_table = "transactions"
         default_manager_name = "objects"
 
-    def save(self, *args, **kwargs):
+    def clean_fields(self, *args, **kwargs):
         self.amount = truncate_decimal(
             value=self.amount, decimal_places=self.account.currency.decimal_places
         )
@@ -385,6 +390,11 @@ class Transaction(OwnedObject):
         elif not self.reference_date and self.date:
             self.reference_date = self.date.replace(day=1)
 
+        super().clean_fields(*args, **kwargs)
+
+    def save(self, *args, **kwargs):
+        # This is not recommended as it will run twice on some cases like form and API saves.
+        # We only do this here because we forgot to independently call it on multiple places.
         self.full_clean()
         super().save(*args, **kwargs)
 
@@ -442,12 +452,58 @@ class Transaction(OwnedObject):
         type_display = self.get_type_display()
         frmt_date = date(self.date, "SHORT_DATE_FORMAT")
         account = self.account
-        tags = ", ".join([x.name for x in self.tags.all()]) or _("No tags")
+        tags = (
+            ", ".join([x.name for x in self.tags.all()])
+            if self.id
+            else None or _("No tags")
+        )
         category = self.category or _("No category")
         amount = localize_number(drop_trailing_zeros(self.amount))
         description = self.description or _("No description")
         return f"[{frmt_date}][{type_display}][{account}] {description} • {category} • {tags} • {amount}"
 
+    def deepcopy(self, memo=None):
+        """
+        Creates a deep copy of the transaction instance.
+
+        This method returns a new, unsaved Transaction instance with the same
+        values as the original, including its many-to-many relationships.
+        The primary key and any other unique fields are reset to avoid
+        database integrity errors upon saving.
+        """
+        if memo is None:
+            memo = {}
+
+        # Create a new instance of the class
+        new_obj = self.__class__()
+        memo[id(self)] = new_obj
+
+        # Copy all concrete fields from the original to the new object
+        for field in self._meta.concrete_fields:
+            # Skip the primary key to allow the database to generate a new one
+            if field.primary_key:
+                continue
+
+            # Reset any unique fields to None to avoid constraint violations
+            if field.unique and field.name == "internal_id":
+                setattr(new_obj, field.name, None)
+                continue
+
+            # Copy the value of the field
+            setattr(new_obj, field.name, getattr(self, field.name))
+
+        # Save the new object to the database to get a primary key
+        new_obj.save()
+
+        # Copy the many-to-many relationships
+        for field in self._meta.many_to_many:
+            source_manager = getattr(self, field.name)
+            destination_manager = getattr(new_obj, field.name)
+            # Set the M2M relationships for the new object
+            destination_manager.set(source_manager.all())
+
+        return new_obj
+
 
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):
@@ -721,6 +777,9 @@ class RecurringTransaction(models.Model):
     recurrence_interval = models.PositiveIntegerField(
         verbose_name=_("Recurrence Interval"),
     )
+    keep_at_most = models.PositiveIntegerField(
+        verbose_name=_("Keep at most"), default=6, validators=[MinValueValidator(1)]
+    )
 
     last_generated_date = models.DateField(
         verbose_name=_("Last Generated Date"), null=True, blank=True
@@ -758,8 +817,10 @@ class RecurringTransaction(models.Model):
         current_date = self.start_date
         reference_date = self.reference_date
         end_date = min(
-            self.end_date or timezone.now().date() + (self.get_recurrence_delta() * 5),
+            self.end_date
-            timezone.now().date() + (self.get_recurrence_delta() * 5),
+            or timezone.now().date()
+            + (self.get_recurrence_delta() * self.keep_at_most),
+            timezone.now().date() + (self.get_recurrence_delta() * self.keep_at_most),
         )
 
         while current_date <= end_date:
@@ -836,8 +897,16 @@ class RecurringTransaction(models.Model):
             current_date = start_date
             end_date = min(
                 recurring_transaction.end_date
-                or today + (recurring_transaction.get_recurrence_delta() * 6),
+                or today
-                today + (recurring_transaction.get_recurrence_delta() * 6),
+                + (
+                    recurring_transaction.get_recurrence_delta()
+                    * recurring_transaction.keep_at_most
+                ),
+                today
+                + (
+                    recurring_transaction.get_recurrence_delta()
+                    * recurring_transaction.keep_at_most
+                ),
             )
 
             logger.info(f"End date: {end_date}")
@@ -918,6 +987,7 @@ class QuickTransaction(OwnedObject):
         verbose_name=_("Type"),
     )
     is_paid = models.BooleanField(default=True, verbose_name=_("Paid"))
+    mute = models.BooleanField(default=False, verbose_name=_("Mute"))
 
     amount = models.DecimalField(
         max_digits=42,
@@ -974,3 +1044,6 @@ class QuickTransaction(OwnedObject):
 
         self.full_clean()
         super().save(*args, **kwargs)
+
+    def __str__(self):
+        return self.name

app/apps/transactions/tasks.py

@@ -28,24 +28,19 @@ def generate_recurring_transactions(timestamp=None):
 @app.periodic(cron="10 1 * * *")
 @app.task(name="cleanup_deleted_transactions")
 def cleanup_deleted_transactions(timestamp=None):
-    with cachalot_disabled():
     if settings.ENABLE_SOFT_DELETE and settings.KEEP_DELETED_TRANSACTIONS_FOR == 0:
         return "KEEP_DELETED_TRANSACTIONS_FOR is 0, no cleanup performed."
 
     if not settings.ENABLE_SOFT_DELETE:
         # Hard delete all soft-deleted transactions
         deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
-            return (
+        return f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
-                f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
-            )
 
     # Calculate the cutoff date
     cutoff_date = timezone.now() - timedelta(
         days=settings.KEEP_DELETED_TRANSACTIONS_FOR
     )
 
-    invalidate()
-
     # Hard delete soft-deleted transactions older than the cutoff date
     old_transactions = Transaction.userless_deleted_objects.filter(
         deleted_at__lt=cutoff_date

app/apps/transactions/tests.py

@@ -175,6 +175,6 @@ class RecurringTransactionTests(TestCase):
             recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
             recurrence_interval=1,
         )
-        self.assertFalse(recurring.paused)
+        self.assertFalse(recurring.is_paused)
         self.assertEqual(recurring.recurrence_interval, 1)
         self.assertEqual(recurring.account.currency.code, "USD")

app/apps/transactions/urls.py

@@ -66,6 +66,21 @@ urlpatterns = [
         views.transaction_pay,
         name="transaction_pay",
     ),
+    path(
+        "transaction/<int:transaction_id>/mute/",
+        views.transaction_mute,
+        name="transaction_mute",
+    ),
+    path(
+        "transaction/<int:transaction_id>/change-month/<str:change_type>/",
+        views.transaction_change_month,
+        name="transaction_change_month",
+    ),
+    path(
+        "transaction/<int:transaction_id>/move-to-today/",
+        views.transaction_move_to_today,
+        name="transaction_move_to_today",
+    ),
     path(
         "transaction/<int:transaction_id>/delete/",
         views.transaction_delete,
@@ -342,4 +357,9 @@ urlpatterns = [
         views.quick_transaction_add_as_transaction,
         name="quick_transaction_add_as_transaction",
     ),
+    path(
+        "transactions/<int:transaction_id>/add-as-quick-transaction/",
+        views.quick_transaction_add_as_quick_transaction,
+        name="quick_transaction_add_as_quick_transaction",
+    ),
 ]

app/apps/transactions/views/actions.py

@@ -62,7 +62,7 @@ def bulk_unpay_transactions(request):
 @login_required
 def bulk_delete_transactions(request):
     selected_transactions = request.GET.getlist("transactions", [])
-    transactions = Transaction.all_objects.filter(id__in=selected_transactions)
+    transactions = Transaction.objects.filter(id__in=selected_transactions)
     count = transactions.count()
     transactions.delete()
 

app/apps/transactions/views/quick_transactions.py

@@ -9,7 +9,7 @@ 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 QuickTransaction, transaction_created
 from apps.transactions.models import Transaction
 
 
@@ -129,7 +129,15 @@ def quick_transaction_add_as_transaction(request, quick_transaction_id):
 
     quick_transaction_data = model_to_dict(
         quick_transaction,
-        exclude=["id", "name", "owner", "account", "category", "tags", "entities"],
+        exclude=[
+            "id",
+            "name",
+            "owner",
+            "account",
+            "category",
+            "tags",
+            "entities",
+        ],
     )
 
     new_transaction = Transaction(**quick_transaction_data)
@@ -142,6 +150,8 @@ def quick_transaction_add_as_transaction(request, quick_transaction_id):
     new_transaction.tags.set(quick_transaction.tags.all())
     new_transaction.entities.set(quick_transaction.entities.all())
 
+    transaction_created.send(sender=new_transaction)
+
     messages.success(request, _("Transaction added successfully"))
 
     return HttpResponse(
@@ -150,3 +160,70 @@ def quick_transaction_add_as_transaction(request, quick_transaction_id):
             "HX-Trigger": "updated, hide_offcanvas",
         },
     )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def quick_transaction_add_as_quick_transaction(request, transaction_id):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    if (
+        transaction.description
+        and QuickTransaction.objects.filter(
+            name__startswith=transaction.description
+        ).exists()
+    ) or QuickTransaction.objects.filter(
+        name__startswith=_("Quick Transaction")
+    ).exists():
+        if transaction.description:
+            count = QuickTransaction.objects.filter(
+                name__startswith=transaction.description
+            ).count()
+            qt_name = transaction.description + f" ({count + 1})"
+        else:
+            count = QuickTransaction.objects.filter(
+                name__startswith=_("Quick Transaction")
+            ).count()
+            qt_name = _("Quick Transaction") + f" ({count + 1})"
+    else:
+        qt_name = transaction.description or _("Quick Transaction")
+
+    transaction_data = model_to_dict(
+        transaction,
+        exclude=[
+            "id",
+            "name",
+            "owner",
+            "account",
+            "category",
+            "tags",
+            "entities",
+            "date",
+            "reference_date",
+            "installment_plan",
+            "installment_id",
+            "recurring_transaction",
+            "deleted",
+            "deleted_at",
+        ],
+    )
+
+    new_quick_transaction = QuickTransaction(**transaction_data)
+    new_quick_transaction.account = transaction.account
+    new_quick_transaction.category = transaction.category
+
+    new_quick_transaction.name = qt_name
+
+    new_quick_transaction.save()
+    new_quick_transaction.tags.set(transaction.tags.all())
+    new_quick_transaction.entities.set(transaction.entities.all())
+
+    messages.success(request, _("Item added successfully"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "toasts",
+        },
+    )

app/apps/transactions/views/transactions.py

@@ -1,10 +1,11 @@
 import datetime
 from copy import deepcopy
 
+from dateutil.relativedelta import relativedelta
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.core.paginator import Paginator
-from django.db.models import Q
+from django.db.models import Q, When, Case, Value, IntegerField
 from django.http import HttpResponse, JsonResponse
 from django.shortcuts import render, get_object_or_404
 from django.utils import timezone
@@ -212,6 +213,7 @@ def transactions_bulk_edit(request):
         if form.is_valid():
             # Apply changes from the form to all selected transactions
             for transaction in transactions:
+                old_data = deepcopy(transaction)
                 for field_name, value in form.cleaned_data.items():
                     if value or isinstance(
                         value, bool
@@ -224,7 +226,7 @@ def transactions_bulk_edit(request):
                             setattr(transaction, field_name, value)
 
                 transaction.save()
-                transaction_updated.send(sender=transaction)
+                transaction_updated.send(sender=transaction, old_data=old_data)
 
             messages.success(
                 request,
@@ -372,10 +374,13 @@ def transactions_transfer(request):
 @require_http_methods(["GET"])
 def transaction_pay(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
+
     new_is_paid = False if transaction.is_paid else True
     transaction.is_paid = new_is_paid
     transaction.save()
-    transaction_updated.send(sender=transaction)
+
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -388,6 +393,71 @@ def transaction_pay(request, transaction_id):
     return response
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_mute(request, transaction_id):
+    transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
+
+    new_mute = False if transaction.mute else True
+    transaction.mute = new_mute
+    transaction.save()
+    transaction_updated.send(sender=transaction, old_data=old_data)
+
+    response = render(
+        request,
+        "transactions/fragments/item.html",
+        context={"transaction": transaction, **request.GET},
+    )
+    response.headers["HX-Trigger"] = "selective_update"
+    return response
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_change_month(request, transaction_id, change_type):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
+
+    if change_type == "next":
+        transaction.reference_date = transaction.reference_date + relativedelta(
+            months=1
+        )
+        transaction.save()
+        transaction_updated.send(sender=transaction, old_data=old_data)
+    elif change_type == "previous":
+        transaction.reference_date = transaction.reference_date - relativedelta(
+            months=1
+        )
+        transaction.save()
+        transaction_updated.send(sender=transaction, old_data=old_data)
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_move_to_today(request, transaction_id):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    old_data = deepcopy(transaction)
+
+    transaction.date = timezone.localdate(timezone.now())
+    transaction.save()
+    transaction_updated.send(sender=transaction, old_data=old_data)
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_index(request):
@@ -527,7 +597,10 @@ def transaction_all_currency_summary(request):
 
     f = TransactionsFilter(request.GET, queryset=transactions)
 
-    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_data = calculate_currency_totals(
+        f.qs.exclude(account__in=request.user.untracked_accounts.all()),
+        ignore_empty=True,
+    )
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {
@@ -586,11 +659,26 @@ def get_recent_transactions(request, filter_type=None):
     # Get search term from query params
     search_term = request.GET.get("q", "").strip()
 
+    today = timezone.localdate(timezone.now())
+    yesterday = today - timezone.timedelta(days=1)
+    tomorrow = today + timezone.timedelta(days=1)
+
     # Base queryset with selected fields
     queryset = (
         Transaction.objects.filter(deleted=False)
+        .annotate(
+            date_order=Case(
+                When(date=today, then=Value(0)),
+                When(date=tomorrow, then=Value(1)),
+                When(date=yesterday, then=Value(2)),
+                When(date__gt=tomorrow, then=Value(3)),
+                When(date__lt=yesterday, then=Value(4)),
+                default=Value(5),
+                output_field=IntegerField(),
+            )
+        )
         .select_related("account", "category")
-        .order_by("-created_at")
+        .order_by("date_order", "date", "id")
     )
 
     if filter_type:

app/apps/users/forms.py

@@ -2,7 +2,7 @@ from crispy_forms.bootstrap import (
     FormActions,
 )
 from crispy_forms.helper import FormHelper
-from crispy_forms.layout import Layout, Submit, Row, Column, Field, Div
+from crispy_forms.layout import Layout, Submit, Row, Column, Field, Div, HTML
 from django import forms
 from django.contrib.auth import get_user_model
 from django.contrib.auth.forms import (
@@ -45,7 +45,7 @@ class LoginForm(AuthenticationForm):
         self.helper.layout = Layout(
             "username",
             "password",
-            Submit("Submit", "Login"),
+            Submit("Submit", "Login", css_class="btn btn-primary w-100"),
         )
 
 
@@ -89,6 +89,8 @@ class UserSettingsForm(forms.ModelForm):
         ("AA", _("Default")),
         ("DC", "1.234,50"),
         ("CD", "1,234.50"),
+        ("SD", "1 234.50"),
+        ("SC", "1 234,50"),
     ]
 
     date_format = forms.ChoiceField(
@@ -115,6 +117,7 @@ class UserSettingsForm(forms.ModelForm):
             "date_format",
             "datetime_format",
             "number_format",
+            "volume",
         ]
 
     def __init__(self, *args, **kwargs):
@@ -126,10 +129,14 @@ class UserSettingsForm(forms.ModelForm):
         self.helper.layout = Layout(
             "language",
             "timezone",
+            HTML("<hr />"),
             "date_format",
             "datetime_format",
             "number_format",
+            HTML("<hr />"),
             "start_page",
+            HTML("<hr />"),
+            "volume",
             FormActions(
                 NoClassSubmit(
                     "submit", _("Save"), css_class="btn btn-outline-primary w-100"

app/apps/users/migrations/0022_usersettings_volume_alter_usersettings_timezone.py

@@ -0,0 +1,479 @@
+# Generated by Django 5.1.1 on 2025-06-29 00:48
+
+import django.core.validators
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("users", "0021_alter_usersettings_timezone"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="usersettings",
+            name="volume",
+            field=models.PositiveIntegerField(
+                default=10,
+                validators=[
+                    django.core.validators.MinValueValidator(1),
+                    django.core.validators.MaxValueValidator(10),
+                ],
+                verbose_name="Volume",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="usersettings",
+            name="timezone",
+            field=models.CharField(
+                choices=[
+                    ("auto", "Auto"),
+                    ("Africa/Abidjan", "Africa/Abidjan"),
+                    ("Africa/Accra", "Africa/Accra"),
+                    ("Africa/Addis_Ababa", "Africa/Addis_Ababa"),
+                    ("Africa/Algiers", "Africa/Algiers"),
+                    ("Africa/Asmara", "Africa/Asmara"),
+                    ("Africa/Bamako", "Africa/Bamako"),
+                    ("Africa/Bangui", "Africa/Bangui"),
+                    ("Africa/Banjul", "Africa/Banjul"),
+                    ("Africa/Bissau", "Africa/Bissau"),
+                    ("Africa/Blantyre", "Africa/Blantyre"),
+                    ("Africa/Brazzaville", "Africa/Brazzaville"),
+                    ("Africa/Bujumbura", "Africa/Bujumbura"),
+                    ("Africa/Cairo", "Africa/Cairo"),
+                    ("Africa/Casablanca", "Africa/Casablanca"),
+                    ("Africa/Ceuta", "Africa/Ceuta"),
+                    ("Africa/Conakry", "Africa/Conakry"),
+                    ("Africa/Dakar", "Africa/Dakar"),
+                    ("Africa/Dar_es_Salaam", "Africa/Dar_es_Salaam"),
+                    ("Africa/Djibouti", "Africa/Djibouti"),
+                    ("Africa/Douala", "Africa/Douala"),
+                    ("Africa/El_Aaiun", "Africa/El_Aaiun"),
+                    ("Africa/Freetown", "Africa/Freetown"),
+                    ("Africa/Gaborone", "Africa/Gaborone"),
+                    ("Africa/Harare", "Africa/Harare"),
+                    ("Africa/Johannesburg", "Africa/Johannesburg"),
+                    ("Africa/Juba", "Africa/Juba"),
+                    ("Africa/Kampala", "Africa/Kampala"),
+                    ("Africa/Khartoum", "Africa/Khartoum"),
+                    ("Africa/Kigali", "Africa/Kigali"),
+                    ("Africa/Kinshasa", "Africa/Kinshasa"),
+                    ("Africa/Lagos", "Africa/Lagos"),
+                    ("Africa/Libreville", "Africa/Libreville"),
+                    ("Africa/Lome", "Africa/Lome"),
+                    ("Africa/Luanda", "Africa/Luanda"),
+                    ("Africa/Lubumbashi", "Africa/Lubumbashi"),
+                    ("Africa/Lusaka", "Africa/Lusaka"),
+                    ("Africa/Malabo", "Africa/Malabo"),
+                    ("Africa/Maputo", "Africa/Maputo"),
+                    ("Africa/Maseru", "Africa/Maseru"),
+                    ("Africa/Mbabane", "Africa/Mbabane"),
+                    ("Africa/Mogadishu", "Africa/Mogadishu"),
+                    ("Africa/Monrovia", "Africa/Monrovia"),
+                    ("Africa/Nairobi", "Africa/Nairobi"),
+                    ("Africa/Ndjamena", "Africa/Ndjamena"),
+                    ("Africa/Niamey", "Africa/Niamey"),
+                    ("Africa/Nouakchott", "Africa/Nouakchott"),
+                    ("Africa/Ouagadougou", "Africa/Ouagadougou"),
+                    ("Africa/Porto-Novo", "Africa/Porto-Novo"),
+                    ("Africa/Sao_Tome", "Africa/Sao_Tome"),
+                    ("Africa/Tripoli", "Africa/Tripoli"),
+                    ("Africa/Tunis", "Africa/Tunis"),
+                    ("Africa/Windhoek", "Africa/Windhoek"),
+                    ("America/Adak", "America/Adak"),
+                    ("America/Anchorage", "America/Anchorage"),
+                    ("America/Anguilla", "America/Anguilla"),
+                    ("America/Antigua", "America/Antigua"),
+                    ("America/Araguaina", "America/Araguaina"),
+                    (
+                        "America/Argentina/Buenos_Aires",
+                        "America/Argentina/Buenos_Aires",
+                    ),
+                    ("America/Argentina/Catamarca", "America/Argentina/Catamarca"),
+                    ("America/Argentina/Cordoba", "America/Argentina/Cordoba"),
+                    ("America/Argentina/Jujuy", "America/Argentina/Jujuy"),
+                    ("America/Argentina/La_Rioja", "America/Argentina/La_Rioja"),
+                    ("America/Argentina/Mendoza", "America/Argentina/Mendoza"),
+                    (
+                        "America/Argentina/Rio_Gallegos",
+                        "America/Argentina/Rio_Gallegos",
+                    ),
+                    ("America/Argentina/Salta", "America/Argentina/Salta"),
+                    ("America/Argentina/San_Juan", "America/Argentina/San_Juan"),
+                    ("America/Argentina/San_Luis", "America/Argentina/San_Luis"),
+                    ("America/Argentina/Tucuman", "America/Argentina/Tucuman"),
+                    ("America/Argentina/Ushuaia", "America/Argentina/Ushuaia"),
+                    ("America/Aruba", "America/Aruba"),
+                    ("America/Asuncion", "America/Asuncion"),
+                    ("America/Atikokan", "America/Atikokan"),
+                    ("America/Bahia", "America/Bahia"),
+                    ("America/Bahia_Banderas", "America/Bahia_Banderas"),
+                    ("America/Barbados", "America/Barbados"),
+                    ("America/Belem", "America/Belem"),
+                    ("America/Belize", "America/Belize"),
+                    ("America/Blanc-Sablon", "America/Blanc-Sablon"),
+                    ("America/Boa_Vista", "America/Boa_Vista"),
+                    ("America/Bogota", "America/Bogota"),
+                    ("America/Boise", "America/Boise"),
+                    ("America/Cambridge_Bay", "America/Cambridge_Bay"),
+                    ("America/Campo_Grande", "America/Campo_Grande"),
+                    ("America/Cancun", "America/Cancun"),
+                    ("America/Caracas", "America/Caracas"),
+                    ("America/Cayenne", "America/Cayenne"),
+                    ("America/Cayman", "America/Cayman"),
+                    ("America/Chicago", "America/Chicago"),
+                    ("America/Chihuahua", "America/Chihuahua"),
+                    ("America/Ciudad_Juarez", "America/Ciudad_Juarez"),
+                    ("America/Costa_Rica", "America/Costa_Rica"),
+                    ("America/Creston", "America/Creston"),
+                    ("America/Cuiaba", "America/Cuiaba"),
+                    ("America/Curacao", "America/Curacao"),
+                    ("America/Danmarkshavn", "America/Danmarkshavn"),
+                    ("America/Dawson", "America/Dawson"),
+                    ("America/Dawson_Creek", "America/Dawson_Creek"),
+                    ("America/Denver", "America/Denver"),
+                    ("America/Detroit", "America/Detroit"),
+                    ("America/Dominica", "America/Dominica"),
+                    ("America/Edmonton", "America/Edmonton"),
+                    ("America/Eirunepe", "America/Eirunepe"),
+                    ("America/El_Salvador", "America/El_Salvador"),
+                    ("America/Fort_Nelson", "America/Fort_Nelson"),
+                    ("America/Fortaleza", "America/Fortaleza"),
+                    ("America/Glace_Bay", "America/Glace_Bay"),
+                    ("America/Goose_Bay", "America/Goose_Bay"),
+                    ("America/Grand_Turk", "America/Grand_Turk"),
+                    ("America/Grenada", "America/Grenada"),
+                    ("America/Guadeloupe", "America/Guadeloupe"),
+                    ("America/Guatemala", "America/Guatemala"),
+                    ("America/Guayaquil", "America/Guayaquil"),
+                    ("America/Guyana", "America/Guyana"),
+                    ("America/Halifax", "America/Halifax"),
+                    ("America/Havana", "America/Havana"),
+                    ("America/Hermosillo", "America/Hermosillo"),
+                    ("America/Indiana/Indianapolis", "America/Indiana/Indianapolis"),
+                    ("America/Indiana/Knox", "America/Indiana/Knox"),
+                    ("America/Indiana/Marengo", "America/Indiana/Marengo"),
+                    ("America/Indiana/Petersburg", "America/Indiana/Petersburg"),
+                    ("America/Indiana/Tell_City", "America/Indiana/Tell_City"),
+                    ("America/Indiana/Vevay", "America/Indiana/Vevay"),
+                    ("America/Indiana/Vincennes", "America/Indiana/Vincennes"),
+                    ("America/Indiana/Winamac", "America/Indiana/Winamac"),
+                    ("America/Inuvik", "America/Inuvik"),
+                    ("America/Iqaluit", "America/Iqaluit"),
+                    ("America/Jamaica", "America/Jamaica"),
+                    ("America/Juneau", "America/Juneau"),
+                    ("America/Kentucky/Louisville", "America/Kentucky/Louisville"),
+                    ("America/Kentucky/Monticello", "America/Kentucky/Monticello"),
+                    ("America/Kralendijk", "America/Kralendijk"),
+                    ("America/La_Paz", "America/La_Paz"),
+                    ("America/Lima", "America/Lima"),
+                    ("America/Los_Angeles", "America/Los_Angeles"),
+                    ("America/Lower_Princes", "America/Lower_Princes"),
+                    ("America/Maceio", "America/Maceio"),
+                    ("America/Managua", "America/Managua"),
+                    ("America/Manaus", "America/Manaus"),
+                    ("America/Marigot", "America/Marigot"),
+                    ("America/Martinique", "America/Martinique"),
+                    ("America/Matamoros", "America/Matamoros"),
+                    ("America/Mazatlan", "America/Mazatlan"),
+                    ("America/Menominee", "America/Menominee"),
+                    ("America/Merida", "America/Merida"),
+                    ("America/Metlakatla", "America/Metlakatla"),
+                    ("America/Mexico_City", "America/Mexico_City"),
+                    ("America/Miquelon", "America/Miquelon"),
+                    ("America/Moncton", "America/Moncton"),
+                    ("America/Monterrey", "America/Monterrey"),
+                    ("America/Montevideo", "America/Montevideo"),
+                    ("America/Montserrat", "America/Montserrat"),
+                    ("America/Nassau", "America/Nassau"),
+                    ("America/New_York", "America/New_York"),
+                    ("America/Nome", "America/Nome"),
+                    ("America/Noronha", "America/Noronha"),
+                    ("America/North_Dakota/Beulah", "America/North_Dakota/Beulah"),
+                    ("America/North_Dakota/Center", "America/North_Dakota/Center"),
+                    (
+                        "America/North_Dakota/New_Salem",
+                        "America/North_Dakota/New_Salem",
+                    ),
+                    ("America/Nuuk", "America/Nuuk"),
+                    ("America/Ojinaga", "America/Ojinaga"),
+                    ("America/Panama", "America/Panama"),
+                    ("America/Paramaribo", "America/Paramaribo"),
+                    ("America/Phoenix", "America/Phoenix"),
+                    ("America/Port-au-Prince", "America/Port-au-Prince"),
+                    ("America/Port_of_Spain", "America/Port_of_Spain"),
+                    ("America/Porto_Velho", "America/Porto_Velho"),
+                    ("America/Puerto_Rico", "America/Puerto_Rico"),
+                    ("America/Punta_Arenas", "America/Punta_Arenas"),
+                    ("America/Rankin_Inlet", "America/Rankin_Inlet"),
+                    ("America/Recife", "America/Recife"),
+                    ("America/Regina", "America/Regina"),
+                    ("America/Resolute", "America/Resolute"),
+                    ("America/Rio_Branco", "America/Rio_Branco"),
+                    ("America/Santarem", "America/Santarem"),
+                    ("America/Santiago", "America/Santiago"),
+                    ("America/Santo_Domingo", "America/Santo_Domingo"),
+                    ("America/Sao_Paulo", "America/Sao_Paulo"),
+                    ("America/Scoresbysund", "America/Scoresbysund"),
+                    ("America/Sitka", "America/Sitka"),
+                    ("America/St_Barthelemy", "America/St_Barthelemy"),
+                    ("America/St_Johns", "America/St_Johns"),
+                    ("America/St_Kitts", "America/St_Kitts"),
+                    ("America/St_Lucia", "America/St_Lucia"),
+                    ("America/St_Thomas", "America/St_Thomas"),
+                    ("America/St_Vincent", "America/St_Vincent"),
+                    ("America/Swift_Current", "America/Swift_Current"),
+                    ("America/Tegucigalpa", "America/Tegucigalpa"),
+                    ("America/Thule", "America/Thule"),
+                    ("America/Tijuana", "America/Tijuana"),
+                    ("America/Toronto", "America/Toronto"),
+                    ("America/Tortola", "America/Tortola"),
+                    ("America/Vancouver", "America/Vancouver"),
+                    ("America/Whitehorse", "America/Whitehorse"),
+                    ("America/Winnipeg", "America/Winnipeg"),
+                    ("America/Yakutat", "America/Yakutat"),
+                    ("Antarctica/Casey", "Antarctica/Casey"),
+                    ("Antarctica/Davis", "Antarctica/Davis"),
+                    ("Antarctica/DumontDUrville", "Antarctica/DumontDUrville"),
+                    ("Antarctica/Macquarie", "Antarctica/Macquarie"),
+                    ("Antarctica/Mawson", "Antarctica/Mawson"),
+                    ("Antarctica/McMurdo", "Antarctica/McMurdo"),
+                    ("Antarctica/Palmer", "Antarctica/Palmer"),
+                    ("Antarctica/Rothera", "Antarctica/Rothera"),
+                    ("Antarctica/Syowa", "Antarctica/Syowa"),
+                    ("Antarctica/Troll", "Antarctica/Troll"),
+                    ("Antarctica/Vostok", "Antarctica/Vostok"),
+                    ("Arctic/Longyearbyen", "Arctic/Longyearbyen"),
+                    ("Asia/Aden", "Asia/Aden"),
+                    ("Asia/Almaty", "Asia/Almaty"),
+                    ("Asia/Amman", "Asia/Amman"),
+                    ("Asia/Anadyr", "Asia/Anadyr"),
+                    ("Asia/Aqtau", "Asia/Aqtau"),
+                    ("Asia/Aqtobe", "Asia/Aqtobe"),
+                    ("Asia/Ashgabat", "Asia/Ashgabat"),
+                    ("Asia/Atyrau", "Asia/Atyrau"),
+                    ("Asia/Baghdad", "Asia/Baghdad"),
+                    ("Asia/Bahrain", "Asia/Bahrain"),
+                    ("Asia/Baku", "Asia/Baku"),
+                    ("Asia/Bangkok", "Asia/Bangkok"),
+                    ("Asia/Barnaul", "Asia/Barnaul"),
+                    ("Asia/Beirut", "Asia/Beirut"),
+                    ("Asia/Bishkek", "Asia/Bishkek"),
+                    ("Asia/Brunei", "Asia/Brunei"),
+                    ("Asia/Chita", "Asia/Chita"),
+                    ("Asia/Colombo", "Asia/Colombo"),
+                    ("Asia/Damascus", "Asia/Damascus"),
+                    ("Asia/Dhaka", "Asia/Dhaka"),
+                    ("Asia/Dili", "Asia/Dili"),
+                    ("Asia/Dubai", "Asia/Dubai"),
+                    ("Asia/Dushanbe", "Asia/Dushanbe"),
+                    ("Asia/Famagusta", "Asia/Famagusta"),
+                    ("Asia/Gaza", "Asia/Gaza"),
+                    ("Asia/Hebron", "Asia/Hebron"),
+                    ("Asia/Ho_Chi_Minh", "Asia/Ho_Chi_Minh"),
+                    ("Asia/Hong_Kong", "Asia/Hong_Kong"),
+                    ("Asia/Hovd", "Asia/Hovd"),
+                    ("Asia/Irkutsk", "Asia/Irkutsk"),
+                    ("Asia/Jakarta", "Asia/Jakarta"),
+                    ("Asia/Jayapura", "Asia/Jayapura"),
+                    ("Asia/Jerusalem", "Asia/Jerusalem"),
+                    ("Asia/Kabul", "Asia/Kabul"),
+                    ("Asia/Kamchatka", "Asia/Kamchatka"),
+                    ("Asia/Karachi", "Asia/Karachi"),
+                    ("Asia/Kathmandu", "Asia/Kathmandu"),
+                    ("Asia/Khandyga", "Asia/Khandyga"),
+                    ("Asia/Kolkata", "Asia/Kolkata"),
+                    ("Asia/Krasnoyarsk", "Asia/Krasnoyarsk"),
+                    ("Asia/Kuala_Lumpur", "Asia/Kuala_Lumpur"),
+                    ("Asia/Kuching", "Asia/Kuching"),
+                    ("Asia/Kuwait", "Asia/Kuwait"),
+                    ("Asia/Macau", "Asia/Macau"),
+                    ("Asia/Magadan", "Asia/Magadan"),
+                    ("Asia/Makassar", "Asia/Makassar"),
+                    ("Asia/Manila", "Asia/Manila"),
+                    ("Asia/Muscat", "Asia/Muscat"),
+                    ("Asia/Nicosia", "Asia/Nicosia"),
+                    ("Asia/Novokuznetsk", "Asia/Novokuznetsk"),
+                    ("Asia/Novosibirsk", "Asia/Novosibirsk"),
+                    ("Asia/Omsk", "Asia/Omsk"),
+                    ("Asia/Oral", "Asia/Oral"),
+                    ("Asia/Phnom_Penh", "Asia/Phnom_Penh"),
+                    ("Asia/Pontianak", "Asia/Pontianak"),
+                    ("Asia/Pyongyang", "Asia/Pyongyang"),
+                    ("Asia/Qatar", "Asia/Qatar"),
+                    ("Asia/Qostanay", "Asia/Qostanay"),
+                    ("Asia/Qyzylorda", "Asia/Qyzylorda"),
+                    ("Asia/Riyadh", "Asia/Riyadh"),
+                    ("Asia/Sakhalin", "Asia/Sakhalin"),
+                    ("Asia/Samarkand", "Asia/Samarkand"),
+                    ("Asia/Seoul", "Asia/Seoul"),
+                    ("Asia/Shanghai", "Asia/Shanghai"),
+                    ("Asia/Singapore", "Asia/Singapore"),
+                    ("Asia/Srednekolymsk", "Asia/Srednekolymsk"),
+                    ("Asia/Taipei", "Asia/Taipei"),
+                    ("Asia/Tashkent", "Asia/Tashkent"),
+                    ("Asia/Tbilisi", "Asia/Tbilisi"),
+                    ("Asia/Tehran", "Asia/Tehran"),
+                    ("Asia/Thimphu", "Asia/Thimphu"),
+                    ("Asia/Tokyo", "Asia/Tokyo"),
+                    ("Asia/Tomsk", "Asia/Tomsk"),
+                    ("Asia/Ulaanbaatar", "Asia/Ulaanbaatar"),
+                    ("Asia/Urumqi", "Asia/Urumqi"),
+                    ("Asia/Ust-Nera", "Asia/Ust-Nera"),
+                    ("Asia/Vientiane", "Asia/Vientiane"),
+                    ("Asia/Vladivostok", "Asia/Vladivostok"),
+                    ("Asia/Yakutsk", "Asia/Yakutsk"),
+                    ("Asia/Yangon", "Asia/Yangon"),
+                    ("Asia/Yekaterinburg", "Asia/Yekaterinburg"),
+                    ("Asia/Yerevan", "Asia/Yerevan"),
+                    ("Atlantic/Azores", "Atlantic/Azores"),
+                    ("Atlantic/Bermuda", "Atlantic/Bermuda"),
+                    ("Atlantic/Canary", "Atlantic/Canary"),
+                    ("Atlantic/Cape_Verde", "Atlantic/Cape_Verde"),
+                    ("Atlantic/Faroe", "Atlantic/Faroe"),
+                    ("Atlantic/Madeira", "Atlantic/Madeira"),
+                    ("Atlantic/Reykjavik", "Atlantic/Reykjavik"),
+                    ("Atlantic/South_Georgia", "Atlantic/South_Georgia"),
+                    ("Atlantic/St_Helena", "Atlantic/St_Helena"),
+                    ("Atlantic/Stanley", "Atlantic/Stanley"),
+                    ("Australia/Adelaide", "Australia/Adelaide"),
+                    ("Australia/Brisbane", "Australia/Brisbane"),
+                    ("Australia/Broken_Hill", "Australia/Broken_Hill"),
+                    ("Australia/Darwin", "Australia/Darwin"),
+                    ("Australia/Eucla", "Australia/Eucla"),
+                    ("Australia/Hobart", "Australia/Hobart"),
+                    ("Australia/Lindeman", "Australia/Lindeman"),
+                    ("Australia/Lord_Howe", "Australia/Lord_Howe"),
+                    ("Australia/Melbourne", "Australia/Melbourne"),
+                    ("Australia/Perth", "Australia/Perth"),
+                    ("Australia/Sydney", "Australia/Sydney"),
+                    ("Canada/Atlantic", "Canada/Atlantic"),
+                    ("Canada/Central", "Canada/Central"),
+                    ("Canada/Eastern", "Canada/Eastern"),
+                    ("Canada/Mountain", "Canada/Mountain"),
+                    ("Canada/Newfoundland", "Canada/Newfoundland"),
+                    ("Canada/Pacific", "Canada/Pacific"),
+                    ("Europe/Amsterdam", "Europe/Amsterdam"),
+                    ("Europe/Andorra", "Europe/Andorra"),
+                    ("Europe/Astrakhan", "Europe/Astrakhan"),
+                    ("Europe/Athens", "Europe/Athens"),
+                    ("Europe/Belgrade", "Europe/Belgrade"),
+                    ("Europe/Berlin", "Europe/Berlin"),
+                    ("Europe/Bratislava", "Europe/Bratislava"),
+                    ("Europe/Brussels", "Europe/Brussels"),
+                    ("Europe/Bucharest", "Europe/Bucharest"),
+                    ("Europe/Budapest", "Europe/Budapest"),
+                    ("Europe/Busingen", "Europe/Busingen"),
+                    ("Europe/Chisinau", "Europe/Chisinau"),
+                    ("Europe/Copenhagen", "Europe/Copenhagen"),
+                    ("Europe/Dublin", "Europe/Dublin"),
+                    ("Europe/Gibraltar", "Europe/Gibraltar"),
+                    ("Europe/Guernsey", "Europe/Guernsey"),
+                    ("Europe/Helsinki", "Europe/Helsinki"),
+                    ("Europe/Isle_of_Man", "Europe/Isle_of_Man"),
+                    ("Europe/Istanbul", "Europe/Istanbul"),
+                    ("Europe/Jersey", "Europe/Jersey"),
+                    ("Europe/Kaliningrad", "Europe/Kaliningrad"),
+                    ("Europe/Kirov", "Europe/Kirov"),
+                    ("Europe/Kyiv", "Europe/Kyiv"),
+                    ("Europe/Lisbon", "Europe/Lisbon"),
+                    ("Europe/Ljubljana", "Europe/Ljubljana"),
+                    ("Europe/London", "Europe/London"),
+                    ("Europe/Luxembourg", "Europe/Luxembourg"),
+                    ("Europe/Madrid", "Europe/Madrid"),
+                    ("Europe/Malta", "Europe/Malta"),
+                    ("Europe/Mariehamn", "Europe/Mariehamn"),
+                    ("Europe/Minsk", "Europe/Minsk"),
+                    ("Europe/Monaco", "Europe/Monaco"),
+                    ("Europe/Moscow", "Europe/Moscow"),
+                    ("Europe/Oslo", "Europe/Oslo"),
+                    ("Europe/Paris", "Europe/Paris"),
+                    ("Europe/Podgorica", "Europe/Podgorica"),
+                    ("Europe/Prague", "Europe/Prague"),
+                    ("Europe/Riga", "Europe/Riga"),
+                    ("Europe/Rome", "Europe/Rome"),
+                    ("Europe/Samara", "Europe/Samara"),
+                    ("Europe/San_Marino", "Europe/San_Marino"),
+                    ("Europe/Sarajevo", "Europe/Sarajevo"),
+                    ("Europe/Saratov", "Europe/Saratov"),
+                    ("Europe/Simferopol", "Europe/Simferopol"),
+                    ("Europe/Skopje", "Europe/Skopje"),
+                    ("Europe/Sofia", "Europe/Sofia"),
+                    ("Europe/Stockholm", "Europe/Stockholm"),
+                    ("Europe/Tallinn", "Europe/Tallinn"),
+                    ("Europe/Tirane", "Europe/Tirane"),
+                    ("Europe/Ulyanovsk", "Europe/Ulyanovsk"),
+                    ("Europe/Vaduz", "Europe/Vaduz"),
+                    ("Europe/Vatican", "Europe/Vatican"),
+                    ("Europe/Vienna", "Europe/Vienna"),
+                    ("Europe/Vilnius", "Europe/Vilnius"),
+                    ("Europe/Volgograd", "Europe/Volgograd"),
+                    ("Europe/Warsaw", "Europe/Warsaw"),
+                    ("Europe/Zagreb", "Europe/Zagreb"),
+                    ("Europe/Zurich", "Europe/Zurich"),
+                    ("GMT", "GMT"),
+                    ("Indian/Antananarivo", "Indian/Antananarivo"),
+                    ("Indian/Chagos", "Indian/Chagos"),
+                    ("Indian/Christmas", "Indian/Christmas"),
+                    ("Indian/Cocos", "Indian/Cocos"),
+                    ("Indian/Comoro", "Indian/Comoro"),
+                    ("Indian/Kerguelen", "Indian/Kerguelen"),
+                    ("Indian/Mahe", "Indian/Mahe"),
+                    ("Indian/Maldives", "Indian/Maldives"),
+                    ("Indian/Mauritius", "Indian/Mauritius"),
+                    ("Indian/Mayotte", "Indian/Mayotte"),
+                    ("Indian/Reunion", "Indian/Reunion"),
+                    ("Pacific/Apia", "Pacific/Apia"),
+                    ("Pacific/Auckland", "Pacific/Auckland"),
+                    ("Pacific/Bougainville", "Pacific/Bougainville"),
+                    ("Pacific/Chatham", "Pacific/Chatham"),
+                    ("Pacific/Chuuk", "Pacific/Chuuk"),
+                    ("Pacific/Easter", "Pacific/Easter"),
+                    ("Pacific/Efate", "Pacific/Efate"),
+                    ("Pacific/Fakaofo", "Pacific/Fakaofo"),
+                    ("Pacific/Fiji", "Pacific/Fiji"),
+                    ("Pacific/Funafuti", "Pacific/Funafuti"),
+                    ("Pacific/Galapagos", "Pacific/Galapagos"),
+                    ("Pacific/Gambier", "Pacific/Gambier"),
+                    ("Pacific/Guadalcanal", "Pacific/Guadalcanal"),
+                    ("Pacific/Guam", "Pacific/Guam"),
+                    ("Pacific/Honolulu", "Pacific/Honolulu"),
+                    ("Pacific/Kanton", "Pacific/Kanton"),
+                    ("Pacific/Kiritimati", "Pacific/Kiritimati"),
+                    ("Pacific/Kosrae", "Pacific/Kosrae"),
+                    ("Pacific/Kwajalein", "Pacific/Kwajalein"),
+                    ("Pacific/Majuro", "Pacific/Majuro"),
+                    ("Pacific/Marquesas", "Pacific/Marquesas"),
+                    ("Pacific/Midway", "Pacific/Midway"),
+                    ("Pacific/Nauru", "Pacific/Nauru"),
+                    ("Pacific/Niue", "Pacific/Niue"),
+                    ("Pacific/Norfolk", "Pacific/Norfolk"),
+                    ("Pacific/Noumea", "Pacific/Noumea"),
+                    ("Pacific/Pago_Pago", "Pacific/Pago_Pago"),
+                    ("Pacific/Palau", "Pacific/Palau"),
+                    ("Pacific/Pitcairn", "Pacific/Pitcairn"),
+                    ("Pacific/Pohnpei", "Pacific/Pohnpei"),
+                    ("Pacific/Port_Moresby", "Pacific/Port_Moresby"),
+                    ("Pacific/Rarotonga", "Pacific/Rarotonga"),
+                    ("Pacific/Saipan", "Pacific/Saipan"),
+                    ("Pacific/Tahiti", "Pacific/Tahiti"),
+                    ("Pacific/Tarawa", "Pacific/Tarawa"),
+                    ("Pacific/Tongatapu", "Pacific/Tongatapu"),
+                    ("Pacific/Wake", "Pacific/Wake"),
+                    ("Pacific/Wallis", "Pacific/Wallis"),
+                    ("US/Alaska", "US/Alaska"),
+                    ("US/Arizona", "US/Arizona"),
+                    ("US/Central", "US/Central"),
+                    ("US/Eastern", "US/Eastern"),
+                    ("US/Hawaii", "US/Hawaii"),
+                    ("US/Mountain", "US/Mountain"),
+                    ("US/Pacific", "US/Pacific"),
+                    ("UTC", "UTC"),
+                ],
+                default="auto",
+                max_length=50,
+                verbose_name="Time Zone",
+            ),
+        ),
+    ]

app/apps/users/models.py

@@ -2,11 +2,449 @@ import pytz
 from django.conf import settings
 from django.contrib.auth import get_user_model
 from django.contrib.auth.models import AbstractUser, Group
+from django.core.validators import MaxValueValidator, MinValueValidator
 from django.db import models
 from django.utils.translation import gettext_lazy as _
 
 from apps.users.managers import UserManager
 
+timezones = [
+    ("auto", _("Auto")),
+    ("Africa/Abidjan", "Africa/Abidjan"),
+    ("Africa/Accra", "Africa/Accra"),
+    ("Africa/Addis_Ababa", "Africa/Addis_Ababa"),
+    ("Africa/Algiers", "Africa/Algiers"),
+    ("Africa/Asmara", "Africa/Asmara"),
+    ("Africa/Bamako", "Africa/Bamako"),
+    ("Africa/Bangui", "Africa/Bangui"),
+    ("Africa/Banjul", "Africa/Banjul"),
+    ("Africa/Bissau", "Africa/Bissau"),
+    ("Africa/Blantyre", "Africa/Blantyre"),
+    ("Africa/Brazzaville", "Africa/Brazzaville"),
+    ("Africa/Bujumbura", "Africa/Bujumbura"),
+    ("Africa/Cairo", "Africa/Cairo"),
+    ("Africa/Casablanca", "Africa/Casablanca"),
+    ("Africa/Ceuta", "Africa/Ceuta"),
+    ("Africa/Conakry", "Africa/Conakry"),
+    ("Africa/Dakar", "Africa/Dakar"),
+    ("Africa/Dar_es_Salaam", "Africa/Dar_es_Salaam"),
+    ("Africa/Djibouti", "Africa/Djibouti"),
+    ("Africa/Douala", "Africa/Douala"),
+    ("Africa/El_Aaiun", "Africa/El_Aaiun"),
+    ("Africa/Freetown", "Africa/Freetown"),
+    ("Africa/Gaborone", "Africa/Gaborone"),
+    ("Africa/Harare", "Africa/Harare"),
+    ("Africa/Johannesburg", "Africa/Johannesburg"),
+    ("Africa/Juba", "Africa/Juba"),
+    ("Africa/Kampala", "Africa/Kampala"),
+    ("Africa/Khartoum", "Africa/Khartoum"),
+    ("Africa/Kigali", "Africa/Kigali"),
+    ("Africa/Kinshasa", "Africa/Kinshasa"),
+    ("Africa/Lagos", "Africa/Lagos"),
+    ("Africa/Libreville", "Africa/Libreville"),
+    ("Africa/Lome", "Africa/Lome"),
+    ("Africa/Luanda", "Africa/Luanda"),
+    ("Africa/Lubumbashi", "Africa/Lubumbashi"),
+    ("Africa/Lusaka", "Africa/Lusaka"),
+    ("Africa/Malabo", "Africa/Malabo"),
+    ("Africa/Maputo", "Africa/Maputo"),
+    ("Africa/Maseru", "Africa/Maseru"),
+    ("Africa/Mbabane", "Africa/Mbabane"),
+    ("Africa/Mogadishu", "Africa/Mogadishu"),
+    ("Africa/Monrovia", "Africa/Monrovia"),
+    ("Africa/Nairobi", "Africa/Nairobi"),
+    ("Africa/Ndjamena", "Africa/Ndjamena"),
+    ("Africa/Niamey", "Africa/Niamey"),
+    ("Africa/Nouakchott", "Africa/Nouakchott"),
+    ("Africa/Ouagadougou", "Africa/Ouagadougou"),
+    ("Africa/Porto-Novo", "Africa/Porto-Novo"),
+    ("Africa/Sao_Tome", "Africa/Sao_Tome"),
+    ("Africa/Tripoli", "Africa/Tripoli"),
+    ("Africa/Tunis", "Africa/Tunis"),
+    ("Africa/Windhoek", "Africa/Windhoek"),
+    ("America/Adak", "America/Adak"),
+    ("America/Anchorage", "America/Anchorage"),
+    ("America/Anguilla", "America/Anguilla"),
+    ("America/Antigua", "America/Antigua"),
+    ("America/Araguaina", "America/Araguaina"),
+    ("America/Argentina/Buenos_Aires", "America/Argentina/Buenos_Aires"),
+    ("America/Argentina/Catamarca", "America/Argentina/Catamarca"),
+    ("America/Argentina/Cordoba", "America/Argentina/Cordoba"),
+    ("America/Argentina/Jujuy", "America/Argentina/Jujuy"),
+    ("America/Argentina/La_Rioja", "America/Argentina/La_Rioja"),
+    ("America/Argentina/Mendoza", "America/Argentina/Mendoza"),
+    ("America/Argentina/Rio_Gallegos", "America/Argentina/Rio_Gallegos"),
+    ("America/Argentina/Salta", "America/Argentina/Salta"),
+    ("America/Argentina/San_Juan", "America/Argentina/San_Juan"),
+    ("America/Argentina/San_Luis", "America/Argentina/San_Luis"),
+    ("America/Argentina/Tucuman", "America/Argentina/Tucuman"),
+    ("America/Argentina/Ushuaia", "America/Argentina/Ushuaia"),
+    ("America/Aruba", "America/Aruba"),
+    ("America/Asuncion", "America/Asuncion"),
+    ("America/Atikokan", "America/Atikokan"),
+    ("America/Bahia", "America/Bahia"),
+    ("America/Bahia_Banderas", "America/Bahia_Banderas"),
+    ("America/Barbados", "America/Barbados"),
+    ("America/Belem", "America/Belem"),
+    ("America/Belize", "America/Belize"),
+    ("America/Blanc-Sablon", "America/Blanc-Sablon"),
+    ("America/Boa_Vista", "America/Boa_Vista"),
+    ("America/Bogota", "America/Bogota"),
+    ("America/Boise", "America/Boise"),
+    ("America/Cambridge_Bay", "America/Cambridge_Bay"),
+    ("America/Campo_Grande", "America/Campo_Grande"),
+    ("America/Cancun", "America/Cancun"),
+    ("America/Caracas", "America/Caracas"),
+    ("America/Cayenne", "America/Cayenne"),
+    ("America/Cayman", "America/Cayman"),
+    ("America/Chicago", "America/Chicago"),
+    ("America/Chihuahua", "America/Chihuahua"),
+    ("America/Ciudad_Juarez", "America/Ciudad_Juarez"),
+    ("America/Costa_Rica", "America/Costa_Rica"),
+    ("America/Coyhaique", "America/Coyhaique"),
+    ("America/Creston", "America/Creston"),
+    ("America/Cuiaba", "America/Cuiaba"),
+    ("America/Curacao", "America/Curacao"),
+    ("America/Danmarkshavn", "America/Danmarkshavn"),
+    ("America/Dawson", "America/Dawson"),
+    ("America/Dawson_Creek", "America/Dawson_Creek"),
+    ("America/Denver", "America/Denver"),
+    ("America/Detroit", "America/Detroit"),
+    ("America/Dominica", "America/Dominica"),
+    ("America/Edmonton", "America/Edmonton"),
+    ("America/Eirunepe", "America/Eirunepe"),
+    ("America/El_Salvador", "America/El_Salvador"),
+    ("America/Fort_Nelson", "America/Fort_Nelson"),
+    ("America/Fortaleza", "America/Fortaleza"),
+    ("America/Glace_Bay", "America/Glace_Bay"),
+    ("America/Goose_Bay", "America/Goose_Bay"),
+    ("America/Grand_Turk", "America/Grand_Turk"),
+    ("America/Grenada", "America/Grenada"),
+    ("America/Guadeloupe", "America/Guadeloupe"),
+    ("America/Guatemala", "America/Guatemala"),
+    ("America/Guayaquil", "America/Guayaquil"),
+    ("America/Guyana", "America/Guyana"),
+    ("America/Halifax", "America/Halifax"),
+    ("America/Havana", "America/Havana"),
+    ("America/Hermosillo", "America/Hermosillo"),
+    ("America/Indiana/Indianapolis", "America/Indiana/Indianapolis"),
+    ("America/Indiana/Knox", "America/Indiana/Knox"),
+    ("America/Indiana/Marengo", "America/Indiana/Marengo"),
+    ("America/Indiana/Petersburg", "America/Indiana/Petersburg"),
+    ("America/Indiana/Tell_City", "America/Indiana/Tell_City"),
+    ("America/Indiana/Vevay", "America/Indiana/Vevay"),
+    ("America/Indiana/Vincennes", "America/Indiana/Vincennes"),
+    ("America/Indiana/Winamac", "America/Indiana/Winamac"),
+    ("America/Inuvik", "America/Inuvik"),
+    ("America/Iqaluit", "America/Iqaluit"),
+    ("America/Jamaica", "America/Jamaica"),
+    ("America/Juneau", "America/Juneau"),
+    ("America/Kentucky/Louisville", "America/Kentucky/Louisville"),
+    ("America/Kentucky/Monticello", "America/Kentucky/Monticello"),
+    ("America/Kralendijk", "America/Kralendijk"),
+    ("America/La_Paz", "America/La_Paz"),
+    ("America/Lima", "America/Lima"),
+    ("America/Los_Angeles", "America/Los_Angeles"),
+    ("America/Lower_Princes", "America/Lower_Princes"),
+    ("America/Maceio", "America/Maceio"),
+    ("America/Managua", "America/Managua"),
+    ("America/Manaus", "America/Manaus"),
+    ("America/Marigot", "America/Marigot"),
+    ("America/Martinique", "America/Martinique"),
+    ("America/Matamoros", "America/Matamoros"),
+    ("America/Mazatlan", "America/Mazatlan"),
+    ("America/Menominee", "America/Menominee"),
+    ("America/Merida", "America/Merida"),
+    ("America/Metlakatla", "America/Metlakatla"),
+    ("America/Mexico_City", "America/Mexico_City"),
+    ("America/Miquelon", "America/Miquelon"),
+    ("America/Moncton", "America/Moncton"),
+    ("America/Monterrey", "America/Monterrey"),
+    ("America/Montevideo", "America/Montevideo"),
+    ("America/Montserrat", "America/Montserrat"),
+    ("America/Nassau", "America/Nassau"),
+    ("America/New_York", "America/New_York"),
+    ("America/Nome", "America/Nome"),
+    ("America/Noronha", "America/Noronha"),
+    ("America/North_Dakota/Beulah", "America/North_Dakota/Beulah"),
+    ("America/North_Dakota/Center", "America/North_Dakota/Center"),
+    ("America/North_Dakota/New_Salem", "America/North_Dakota/New_Salem"),
+    ("America/Nuuk", "America/Nuuk"),
+    ("America/Ojinaga", "America/Ojinaga"),
+    ("America/Panama", "America/Panama"),
+    ("America/Paramaribo", "America/Paramaribo"),
+    ("America/Phoenix", "America/Phoenix"),
+    ("America/Port-au-Prince", "America/Port-au-Prince"),
+    ("America/Port_of_Spain", "America/Port_of_Spain"),
+    ("America/Porto_Velho", "America/Porto_Velho"),
+    ("America/Puerto_Rico", "America/Puerto_Rico"),
+    ("America/Punta_Arenas", "America/Punta_Arenas"),
+    ("America/Rankin_Inlet", "America/Rankin_Inlet"),
+    ("America/Recife", "America/Recife"),
+    ("America/Regina", "America/Regina"),
+    ("America/Resolute", "America/Resolute"),
+    ("America/Rio_Branco", "America/Rio_Branco"),
+    ("America/Santarem", "America/Santarem"),
+    ("America/Santiago", "America/Santiago"),
+    ("America/Santo_Domingo", "America/Santo_Domingo"),
+    ("America/Sao_Paulo", "America/Sao_Paulo"),
+    ("America/Scoresbysund", "America/Scoresbysund"),
+    ("America/Sitka", "America/Sitka"),
+    ("America/St_Barthelemy", "America/St_Barthelemy"),
+    ("America/St_Johns", "America/St_Johns"),
+    ("America/St_Kitts", "America/St_Kitts"),
+    ("America/St_Lucia", "America/St_Lucia"),
+    ("America/St_Thomas", "America/St_Thomas"),
+    ("America/St_Vincent", "America/St_Vincent"),
+    ("America/Swift_Current", "America/Swift_Current"),
+    ("America/Tegucigalpa", "America/Tegucigalpa"),
+    ("America/Thule", "America/Thule"),
+    ("America/Tijuana", "America/Tijuana"),
+    ("America/Toronto", "America/Toronto"),
+    ("America/Tortola", "America/Tortola"),
+    ("America/Vancouver", "America/Vancouver"),
+    ("America/Whitehorse", "America/Whitehorse"),
+    ("America/Winnipeg", "America/Winnipeg"),
+    ("America/Yakutat", "America/Yakutat"),
+    ("Antarctica/Casey", "Antarctica/Casey"),
+    ("Antarctica/Davis", "Antarctica/Davis"),
+    ("Antarctica/DumontDUrville", "Antarctica/DumontDUrville"),
+    ("Antarctica/Macquarie", "Antarctica/Macquarie"),
+    ("Antarctica/Mawson", "Antarctica/Mawson"),
+    ("Antarctica/McMurdo", "Antarctica/McMurdo"),
+    ("Antarctica/Palmer", "Antarctica/Palmer"),
+    ("Antarctica/Rothera", "Antarctica/Rothera"),
+    ("Antarctica/Syowa", "Antarctica/Syowa"),
+    ("Antarctica/Troll", "Antarctica/Troll"),
+    ("Antarctica/Vostok", "Antarctica/Vostok"),
+    ("Arctic/Longyearbyen", "Arctic/Longyearbyen"),
+    ("Asia/Aden", "Asia/Aden"),
+    ("Asia/Almaty", "Asia/Almaty"),
+    ("Asia/Amman", "Asia/Amman"),
+    ("Asia/Anadyr", "Asia/Anadyr"),
+    ("Asia/Aqtau", "Asia/Aqtau"),
+    ("Asia/Aqtobe", "Asia/Aqtobe"),
+    ("Asia/Ashgabat", "Asia/Ashgabat"),
+    ("Asia/Atyrau", "Asia/Atyrau"),
+    ("Asia/Baghdad", "Asia/Baghdad"),
+    ("Asia/Bahrain", "Asia/Bahrain"),
+    ("Asia/Baku", "Asia/Baku"),
+    ("Asia/Bangkok", "Asia/Bangkok"),
+    ("Asia/Barnaul", "Asia/Barnaul"),
+    ("Asia/Beirut", "Asia/Beirut"),
+    ("Asia/Bishkek", "Asia/Bishkek"),
+    ("Asia/Brunei", "Asia/Brunei"),
+    ("Asia/Chita", "Asia/Chita"),
+    ("Asia/Colombo", "Asia/Colombo"),
+    ("Asia/Damascus", "Asia/Damascus"),
+    ("Asia/Dhaka", "Asia/Dhaka"),
+    ("Asia/Dili", "Asia/Dili"),
+    ("Asia/Dubai", "Asia/Dubai"),
+    ("Asia/Dushanbe", "Asia/Dushanbe"),
+    ("Asia/Famagusta", "Asia/Famagusta"),
+    ("Asia/Gaza", "Asia/Gaza"),
+    ("Asia/Hebron", "Asia/Hebron"),
+    ("Asia/Ho_Chi_Minh", "Asia/Ho_Chi_Minh"),
+    ("Asia/Hong_Kong", "Asia/Hong_Kong"),
+    ("Asia/Hovd", "Asia/Hovd"),
+    ("Asia/Irkutsk", "Asia/Irkutsk"),
+    ("Asia/Jakarta", "Asia/Jakarta"),
+    ("Asia/Jayapura", "Asia/Jayapura"),
+    ("Asia/Jerusalem", "Asia/Jerusalem"),
+    ("Asia/Kabul", "Asia/Kabul"),
+    ("Asia/Kamchatka", "Asia/Kamchatka"),
+    ("Asia/Karachi", "Asia/Karachi"),
+    ("Asia/Kathmandu", "Asia/Kathmandu"),
+    ("Asia/Khandyga", "Asia/Khandyga"),
+    ("Asia/Kolkata", "Asia/Kolkata"),
+    ("Asia/Krasnoyarsk", "Asia/Krasnoyarsk"),
+    ("Asia/Kuala_Lumpur", "Asia/Kuala_Lumpur"),
+    ("Asia/Kuching", "Asia/Kuching"),
+    ("Asia/Kuwait", "Asia/Kuwait"),
+    ("Asia/Macau", "Asia/Macau"),
+    ("Asia/Magadan", "Asia/Magadan"),
+    ("Asia/Makassar", "Asia/Makassar"),
+    ("Asia/Manila", "Asia/Manila"),
+    ("Asia/Muscat", "Asia/Muscat"),
+    ("Asia/Nicosia", "Asia/Nicosia"),
+    ("Asia/Novokuznetsk", "Asia/Novokuznetsk"),
+    ("Asia/Novosibirsk", "Asia/Novosibirsk"),
+    ("Asia/Omsk", "Asia/Omsk"),
+    ("Asia/Oral", "Asia/Oral"),
+    ("Asia/Phnom_Penh", "Asia/Phnom_Penh"),
+    ("Asia/Pontianak", "Asia/Pontianak"),
+    ("Asia/Pyongyang", "Asia/Pyongyang"),
+    ("Asia/Qatar", "Asia/Qatar"),
+    ("Asia/Qostanay", "Asia/Qostanay"),
+    ("Asia/Qyzylorda", "Asia/Qyzylorda"),
+    ("Asia/Riyadh", "Asia/Riyadh"),
+    ("Asia/Sakhalin", "Asia/Sakhalin"),
+    ("Asia/Samarkand", "Asia/Samarkand"),
+    ("Asia/Seoul", "Asia/Seoul"),
+    ("Asia/Shanghai", "Asia/Shanghai"),
+    ("Asia/Singapore", "Asia/Singapore"),
+    ("Asia/Srednekolymsk", "Asia/Srednekolymsk"),
+    ("Asia/Taipei", "Asia/Taipei"),
+    ("Asia/Tashkent", "Asia/Tashkent"),
+    ("Asia/Tbilisi", "Asia/Tbilisi"),
+    ("Asia/Tehran", "Asia/Tehran"),
+    ("Asia/Thimphu", "Asia/Thimphu"),
+    ("Asia/Tokyo", "Asia/Tokyo"),
+    ("Asia/Tomsk", "Asia/Tomsk"),
+    ("Asia/Ulaanbaatar", "Asia/Ulaanbaatar"),
+    ("Asia/Urumqi", "Asia/Urumqi"),
+    ("Asia/Ust-Nera", "Asia/Ust-Nera"),
+    ("Asia/Vientiane", "Asia/Vientiane"),
+    ("Asia/Vladivostok", "Asia/Vladivostok"),
+    ("Asia/Yakutsk", "Asia/Yakutsk"),
+    ("Asia/Yangon", "Asia/Yangon"),
+    ("Asia/Yekaterinburg", "Asia/Yekaterinburg"),
+    ("Asia/Yerevan", "Asia/Yerevan"),
+    ("Atlantic/Azores", "Atlantic/Azores"),
+    ("Atlantic/Bermuda", "Atlantic/Bermuda"),
+    ("Atlantic/Canary", "Atlantic/Canary"),
+    ("Atlantic/Cape_Verde", "Atlantic/Cape_Verde"),
+    ("Atlantic/Faroe", "Atlantic/Faroe"),
+    ("Atlantic/Madeira", "Atlantic/Madeira"),
+    ("Atlantic/Reykjavik", "Atlantic/Reykjavik"),
+    ("Atlantic/South_Georgia", "Atlantic/South_Georgia"),
+    ("Atlantic/St_Helena", "Atlantic/St_Helena"),
+    ("Atlantic/Stanley", "Atlantic/Stanley"),
+    ("Australia/Adelaide", "Australia/Adelaide"),
+    ("Australia/Brisbane", "Australia/Brisbane"),
+    ("Australia/Broken_Hill", "Australia/Broken_Hill"),
+    ("Australia/Darwin", "Australia/Darwin"),
+    ("Australia/Eucla", "Australia/Eucla"),
+    ("Australia/Hobart", "Australia/Hobart"),
+    ("Australia/Lindeman", "Australia/Lindeman"),
+    ("Australia/Lord_Howe", "Australia/Lord_Howe"),
+    ("Australia/Melbourne", "Australia/Melbourne"),
+    ("Australia/Perth", "Australia/Perth"),
+    ("Australia/Sydney", "Australia/Sydney"),
+    ("Canada/Atlantic", "Canada/Atlantic"),
+    ("Canada/Central", "Canada/Central"),
+    ("Canada/Eastern", "Canada/Eastern"),
+    ("Canada/Mountain", "Canada/Mountain"),
+    ("Canada/Newfoundland", "Canada/Newfoundland"),
+    ("Canada/Pacific", "Canada/Pacific"),
+    ("Europe/Amsterdam", "Europe/Amsterdam"),
+    ("Europe/Andorra", "Europe/Andorra"),
+    ("Europe/Astrakhan", "Europe/Astrakhan"),
+    ("Europe/Athens", "Europe/Athens"),
+    ("Europe/Belgrade", "Europe/Belgrade"),
+    ("Europe/Berlin", "Europe/Berlin"),
+    ("Europe/Bratislava", "Europe/Bratislava"),
+    ("Europe/Brussels", "Europe/Brussels"),
+    ("Europe/Bucharest", "Europe/Bucharest"),
+    ("Europe/Budapest", "Europe/Budapest"),
+    ("Europe/Busingen", "Europe/Busingen"),
+    ("Europe/Chisinau", "Europe/Chisinau"),
+    ("Europe/Copenhagen", "Europe/Copenhagen"),
+    ("Europe/Dublin", "Europe/Dublin"),
+    ("Europe/Gibraltar", "Europe/Gibraltar"),
+    ("Europe/Guernsey", "Europe/Guernsey"),
+    ("Europe/Helsinki", "Europe/Helsinki"),
+    ("Europe/Isle_of_Man", "Europe/Isle_of_Man"),
+    ("Europe/Istanbul", "Europe/Istanbul"),
+    ("Europe/Jersey", "Europe/Jersey"),
+    ("Europe/Kaliningrad", "Europe/Kaliningrad"),
+    ("Europe/Kirov", "Europe/Kirov"),
+    ("Europe/Kyiv", "Europe/Kyiv"),
+    ("Europe/Lisbon", "Europe/Lisbon"),
+    ("Europe/Ljubljana", "Europe/Ljubljana"),
+    ("Europe/London", "Europe/London"),
+    ("Europe/Luxembourg", "Europe/Luxembourg"),
+    ("Europe/Madrid", "Europe/Madrid"),
+    ("Europe/Malta", "Europe/Malta"),
+    ("Europe/Mariehamn", "Europe/Mariehamn"),
+    ("Europe/Minsk", "Europe/Minsk"),
+    ("Europe/Monaco", "Europe/Monaco"),
+    ("Europe/Moscow", "Europe/Moscow"),
+    ("Europe/Oslo", "Europe/Oslo"),
+    ("Europe/Paris", "Europe/Paris"),
+    ("Europe/Podgorica", "Europe/Podgorica"),
+    ("Europe/Prague", "Europe/Prague"),
+    ("Europe/Riga", "Europe/Riga"),
+    ("Europe/Rome", "Europe/Rome"),
+    ("Europe/Samara", "Europe/Samara"),
+    ("Europe/San_Marino", "Europe/San_Marino"),
+    ("Europe/Sarajevo", "Europe/Sarajevo"),
+    ("Europe/Saratov", "Europe/Saratov"),
+    ("Europe/Simferopol", "Europe/Simferopol"),
+    ("Europe/Skopje", "Europe/Skopje"),
+    ("Europe/Sofia", "Europe/Sofia"),
+    ("Europe/Stockholm", "Europe/Stockholm"),
+    ("Europe/Tallinn", "Europe/Tallinn"),
+    ("Europe/Tirane", "Europe/Tirane"),
+    ("Europe/Ulyanovsk", "Europe/Ulyanovsk"),
+    ("Europe/Vaduz", "Europe/Vaduz"),
+    ("Europe/Vatican", "Europe/Vatican"),
+    ("Europe/Vienna", "Europe/Vienna"),
+    ("Europe/Vilnius", "Europe/Vilnius"),
+    ("Europe/Volgograd", "Europe/Volgograd"),
+    ("Europe/Warsaw", "Europe/Warsaw"),
+    ("Europe/Zagreb", "Europe/Zagreb"),
+    ("Europe/Zurich", "Europe/Zurich"),
+    ("GMT", "GMT"),
+    ("Indian/Antananarivo", "Indian/Antananarivo"),
+    ("Indian/Chagos", "Indian/Chagos"),
+    ("Indian/Christmas", "Indian/Christmas"),
+    ("Indian/Cocos", "Indian/Cocos"),
+    ("Indian/Comoro", "Indian/Comoro"),
+    ("Indian/Kerguelen", "Indian/Kerguelen"),
+    ("Indian/Mahe", "Indian/Mahe"),
+    ("Indian/Maldives", "Indian/Maldives"),
+    ("Indian/Mauritius", "Indian/Mauritius"),
+    ("Indian/Mayotte", "Indian/Mayotte"),
+    ("Indian/Reunion", "Indian/Reunion"),
+    ("Pacific/Apia", "Pacific/Apia"),
+    ("Pacific/Auckland", "Pacific/Auckland"),
+    ("Pacific/Bougainville", "Pacific/Bougainville"),
+    ("Pacific/Chatham", "Pacific/Chatham"),
+    ("Pacific/Chuuk", "Pacific/Chuuk"),
+    ("Pacific/Easter", "Pacific/Easter"),
+    ("Pacific/Efate", "Pacific/Efate"),
+    ("Pacific/Fakaofo", "Pacific/Fakaofo"),
+    ("Pacific/Fiji", "Pacific/Fiji"),
+    ("Pacific/Funafuti", "Pacific/Funafuti"),
+    ("Pacific/Galapagos", "Pacific/Galapagos"),
+    ("Pacific/Gambier", "Pacific/Gambier"),
+    ("Pacific/Guadalcanal", "Pacific/Guadalcanal"),
+    ("P2025-06-29T01:43:14.671389745Z acific/Guam", "Pacific/Guam"),
+    ("Pacific/Honolulu", "Pacific/Honolulu"),
+    ("Pacific/Kanton", "Pacific/Kanton"),
+    ("Pacific/Kiritimati", "Pacific/Kiritimati"),
+    ("Pacific/Kosrae", "Pacific/Kosrae"),
+    ("Pacific/Kwajalein", "Pacific/Kwajalein"),
+    ("Pacific/Majuro", "Pacific/Majuro"),
+    ("Pacific/Marquesas", "Pacific/Marquesas"),
+    ("Pacific/Midway", "Pacific/Midway"),
+    ("Pacific/Nauru", "Pacific/Nauru"),
+    ("Pacific/Niue", "Pacific/Niue"),
+    ("Pacific/Norfolk", "Pacific/Norfolk"),
+    ("Pacific/Noumea", "Pacific/Noumea"),
+    ("Pacific/Pago_Pago", "Pacific/Pago_Pago"),
+    ("Pacific/Palau", "Pacific/Palau"),
+    ("Pacific/Pitcairn", "Pacific/Pitcairn"),
+    ("Pacific/Pohnpei", "Pacific/Pohnpei"),
+    ("Pacific/Port_Moresby", "Pacific/Port_Moresby"),
+    ("Pacific/Rarotonga", "Pacific/Rarotonga"),
+    ("Pacific/Saipan", "Pacific/Saipan"),
+    ("Pacific/Tahiti", "Pacific/Tahiti"),
+    ("Pacific/Tarawa", "Pacific/Tarawa"),
+    ("Pacific/Tongatapu", "Pacific/Tongatapu"),
+    ("Pacific/Wake", "Pacific/Wake"),
+    ("Pacific/Wallis", "Pacific/Wallis"),
+    ("US/Alaska", "US/Alaska"),
+    ("US/Arizona", "US/Arizona"),
+    ("US/Central", "US/Central"),
+    ("US/Eastern", "US/Eastern"),
+    ("US/Hawaii", "US/Hawaii"),
+    ("US/Mountain", "US/Mountain"),
+    ("US/Pacific", "US/Pacific"),
+    ("UTC", "UTC"),
+]
+
 
 class User(AbstractUser):
     username = None
@@ -36,6 +474,11 @@ class UserSettings(models.Model):
     )
     hide_amounts = models.BooleanField(default=False)
     mute_sounds = models.BooleanField(default=False)
+    volume = models.PositiveIntegerField(
+        default=10,
+        validators=[MinValueValidator(1), MaxValueValidator(10)],
+        verbose_name=_("Volume"),
+    )
 
     date_format = models.CharField(
         max_length=100, default="SHORT_DATE_FORMAT", verbose_name=_("Date Format")
@@ -57,7 +500,7 @@ class UserSettings(models.Model):
     )
     timezone = models.CharField(
         max_length=50,
-        choices=[("auto", _("Auto"))] + [(tz, tz) for tz in pytz.common_timezones],
+        choices=timezones,
         default="auto",
         verbose_name=_("Time Zone"),
     )

app/apps/users/urls.py

@@ -17,6 +17,11 @@ urlpatterns = [
         views.toggle_sound_playing,
         name="toggle_sound_playing",
     ),
+    path(
+        "user/toggle-sidebar/",
+        views.toggle_sidebar_status,
+        name="toggle_sidebar_status",
+    ),
     path(
         "user/settings/",
         views.update_settings,

app/apps/users/views.py

@@ -116,6 +116,24 @@ def update_settings(request):
     return render(request, "users/fragments/user_settings.html", {"form": form})
 
 
+@only_htmx
+@htmx_login_required
+def toggle_sidebar_status(request):
+    if not request.session.get("sidebar_status"):
+        request.session["sidebar_status"] = "floating"
+
+    if request.session["sidebar_status"] == "floating":
+        request.session["sidebar_status"] = "fixed"
+    elif request.session["sidebar_status"] == "fixed":
+        request.session["sidebar_status"] = "floating"
+    else:
+        request.session["sidebar_status"] = "fixed"
+
+    return HttpResponse(
+        status=204,
+    )
+
+
 @htmx_login_required
 @is_superuser
 @require_http_methods(["GET"])

app/apps/yearly_overview/urls.py

@@ -3,6 +3,7 @@ from django.urls import path
 from . import views
 
 urlpatterns = [
+    path("yearly/", views.index, name="yearly_index"),
     path("yearly/currency/", views.index_by_currency, name="yearly_index_currency"),
     path("yearly/account/", views.index_by_account, name="yearly_index_account"),
     path(

app/apps/yearly_overview/views.py

@@ -16,6 +16,22 @@ from apps.transactions.utils.calculations import (
 )
 
 
+@login_required
+def index(request):
+    if "view_type" in request.GET:
+        view_type = request.GET["view_type"]
+        request.session["yearly_view_type"] = view_type
+    else:
+        view_type = request.session.get("yearly_view_type", "currency")
+
+    now = timezone.localdate(timezone.now())
+
+    if view_type == "currency":
+        return redirect(to="yearly_overview_currency", year=now.year)
+    else:
+        return redirect(to="yearly_overview_account", year=now.year)
+
+
 @login_required
 def index_by_currency(request):
     now = timezone.localdate(timezone.now())
@@ -32,6 +48,8 @@ def index_by_account(request):
 
 @login_required
 def index_yearly_overview_by_currency(request, year: int):
+    request.session["yearly_view_type"] = "currency"
+
     next_year = year + 1
     previous_year = year - 1
 
@@ -49,6 +67,7 @@ def index_yearly_overview_by_currency(request, year: int):
             "previous_year": previous_year,
             "months": month_options,
             "currencies": currency_options,
+            "type": "currency",
         },
     )
 
@@ -60,7 +79,7 @@ def yearly_overview_by_currency(request, year: int):
     currency = request.GET.get("currency")
 
     # Base query filter
-    filter_params = {"reference_date__year": year, "account__is_archived": False}
+    filter_params = {"reference_date__year": year}
 
     # Add month filter if provided
     if month:
@@ -75,7 +94,8 @@ def yearly_overview_by_currency(request, year: int):
 
     transactions = (
         Transaction.objects.filter(**filter_params)
-        .exclude(Q(category__mute=True) & ~Q(category=None))
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
         .order_by("account__currency__name")
     )
 
@@ -95,6 +115,7 @@ def yearly_overview_by_currency(request, year: int):
 
 @login_required
 def index_yearly_overview_by_account(request, year: int):
+    request.session["yearly_view_type"] = "account"
     next_year = year + 1
     previous_year = year - 1
 
@@ -115,6 +136,7 @@ def index_yearly_overview_by_account(request, year: int):
             "previous_year": previous_year,
             "months": month_options,
             "accounts": account_options,
+            "type": "account",
         },
     )
 
@@ -141,7 +163,7 @@ def yearly_overview_by_account(request, year: int):
 
     transactions = (
         Transaction.objects.filter(**filter_params)
-        .exclude(Q(category__mute=True) & ~Q(category=None))
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
         .order_by(
             "account__group__name",
             "account__name",

app/templates/account_groups/fragments/list.html

@@ -1,9 +1,9 @@
 {% load i18n %}
 <div class="container px-md-3 py-3 column-gap-5">
-  <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+  <div class="tw:text-3xl fw-bold font-monospace tw:w-full mb-3">
     {% spaceless %}
       <div>{% translate 'Account Groups' %}<span>
-      <a class="text-decoration-none tw-text-2xl p-1 category-action"
+      <a class="text-decoration-none tw:text-2xl p-1 category-action"
          role="button"
          data-bs-toggle="tooltip"
          data-bs-title="{% translate "Add" %}"

app/templates/accounts/fragments/list.html

@@ -1,9 +1,9 @@
 {% load i18n %}
 <div class="container px-md-3 py-3 column-gap-5">
-  <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+  <div class="tw:text-3xl fw-bold font-monospace tw:w-full mb-3">
     {% spaceless %}
     <div>{% translate 'Accounts' %}<span>
-      <a class="text-decoration-none tw-text-2xl p-1 category-action"
+      <a class="text-decoration-none tw:text-2xl p-1 category-action"
                 role="button"
                 data-bs-toggle="tooltip"
                 data-bs-title="{% translate "Add" %}"
@@ -71,6 +71,17 @@
                  hx-get="{% url 'account_share_settings' pk=account.id %}">
                 <i class="fa-solid fa-share fa-fw"></i></a>
                 {% endif %}
+                <a class="btn btn-secondary btn-sm"
+                   role="button"
+                   hx-get="{% url 'account_toggle_untracked' pk=account.id %}"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% if account.is_untracked_by %}{% translate "Track" %}{% else %}{% translate "Untrack" %}{% endif %}">
+                  {% if account.is_untracked_by %}
+                    <i class="fa-solid fa-eye fa-fw"></i>
+                  {% else %}
+                    <i class="fa-solid fa-eye-slash fa-fw"></i>
+                  {% endif %}
+                </a>
               </div>
             </td>
             <td class="col">{{ account.name }}</td>

app/templates/calendar_view/fragments/list.html

@@ -2,7 +2,7 @@
 {% load i18n %}
 
 <div>
-  <div class="tw-hidden lg:tw-grid lg:tw-grid-cols-7 tw-gap-4 lg:tw-gap-0">
+  <div class="tw:hidden tw:lg:grid tw:lg:grid-cols-7 tw:gap-4 tw:lg:gap-0">
     <div class="border-start border-top border-bottom p-2 text-center">
       {% translate 'MON' %}
     </div>
@@ -25,44 +25,44 @@
       {% translate 'SUN' %}
     </div>
   </div>
-  <div class="tw-grid tw-grid-cols-1 tw-grid-rows-1 lg:tw-grid-cols-7 lg:tw-grid-rows-6 tw-gap-4 lg:tw-gap-0">
+  <div class="tw:grid tw:grid-cols-1 tw:grid-rows-1 tw:lg:grid-cols-7 tw:lg:grid-rows-6 tw:gap-4 tw:lg:gap-0">
     {% for date in dates %}
       {% if date %}
-      <div class="card h-100 hover:tw-bg-zinc-900 rounded-0{% if not date.transactions %} !tw-hidden lg:!tw-flex{% endif %}{% if today == date.date %} tw-border-yellow-300 border-primary{% endif %} " role="button"
+      <div class="card h-100 tw:hover:bg-zinc-900! rounded-0{% if not date.transactions %} tw:hidden! tw:lg:flex!{% endif %}{% if today == date.date %} tw:border-yellow-300 border-primary{% endif %} " role="button"
         hx-get="{% url 'calendar_transactions_list' day=date.date.day month=date.date.month year=date.date.year %}"
         hx-target="#persistent-generic-offcanvas-left">
-        <div class="card-header border-0 bg-transparent text-end tw-flex justify-content-between p-2 w-100">
+        <div class="card-header border-0 bg-transparent text-end tw:flex justify-content-between p-2 w-100">
-          <div class="lg:tw-hidden text-start w-100">{{ date.date|date:"l"|lower }}</div>
+          <div class="tw:lg:hidden text-start w-100">{{ date.date|date:"l"|lower }}</div>
           <div class="text-end w-100">{{ date.day }}</div>
         </div>
         <div class="card-body p-2">
           {% for transaction in date.transactions %}
             {% if transaction.is_paid %}
               {% if transaction.type == "IN" and not transaction.account.is_asset %}
-                <i class="fa-solid fa-circle-check tw-text-green-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
+                <i class="fa-solid fa-circle-check tw:text-green-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
               {% elif transaction.type == "IN" and transaction.account.is_asset %}
-                <i class="fa-solid fa-circle-check tw-text-green-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
+                <i class="fa-solid fa-circle-check tw:text-green-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
               {% elif transaction.type == "EX" and not transaction.account.is_asset %}
-                <i class="fa-solid fa-circle-check tw-text-red-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
+                <i class="fa-solid fa-circle-check tw:text-red-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
               {% elif transaction.type == "EX" and transaction.account.is_asset %}
-                <i class="fa-solid fa-circle-check tw-text-red-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
+                <i class="fa-solid fa-circle-check tw:text-red-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
               {% endif %}
             {% else %}
               {% if transaction.type == "IN" and not transaction.account.is_asset %}
-                <i class="fa-regular fa-circle tw-text-green-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
+                <i class="fa-regular fa-circle tw:text-green-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
               {% elif transaction.type == "IN" and transaction.account.is_asset %}
-                <i class="fa-regular fa-circle tw-text-green-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
+                <i class="fa-regular fa-circle tw:text-green-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Income' %}{% endif %}"></i>
               {% elif transaction.type == "EX" and not transaction.account.is_asset %}
-                <i class="fa-regular fa-circle tw-text-red-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
+                <i class="fa-regular fa-circle tw:text-red-400" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
               {% elif transaction.type == "EX" and transaction.account.is_asset %}
-                <i class="fa-regular fa-circle tw-text-red-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
+                <i class="fa-regular fa-circle tw:text-red-300" data-bs-toggle="tooltip" data-bs-title="{% if transaction.description %}{{ transaction.description }}{% else %}{% trans 'Expense' %}{% endif %}"></i>
               {% endif %}
             {% endif %}
           {% endfor %}
         </div>
       </div>
       {% else %}
-        <div class="!tw-hidden lg:!tw-block card h-100 rounded-0"></div>
+        <div class="tw:hidden! tw:lg:block! card h-100 rounded-0"></div>
       {% endif %}
     {% endfor %}
   </div>

app/templates/calendar_view/pages/calendar.html

@@ -17,7 +17,7 @@
     <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">
+        <div class="tw:text-base h-100 align-items-center d-flex">
           <a role="button"
              class="pe-4 py-2"
              hx-boost="true"
@@ -25,14 +25,14 @@
              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"
+        <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">
+        <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"
@@ -52,7 +52,7 @@
     </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>
+           hx-trigger="load, updated from:window, selective_update from:window, every 10m"></div>
     </div>
   </div>
   <c-ui.transactions_fab></c-ui.transactions_fab>

app/templates/categories/fragments/list.html

@@ -1,9 +1,9 @@
 {% load i18n %}
 <div class="container px-md-3 py-3 column-gap-5">
-  <div class="tw-text-3xl fw-bold font-monospace tw-w-full mb-3">
+  <div class="tw:text-3xl fw-bold font-monospace tw:w-full mb-3">
     {% spaceless %}
     <div>{% translate 'Categories' %}<span>
-      <a class="text-decoration-none tw-text-2xl p-1 category-action"
+      <a class="text-decoration-none tw:text-2xl p-1 category-action"
                 role="button"
                 data-bs-toggle="tooltip"
                 data-bs-title="{% translate "Add" %}"

app/templates/common/fragments/month_year_picker.html

@@ -32,7 +32,7 @@
            tabindex="0">
         <ul class="list-group list-group-flush" id="month-year-list">
           {% for month_data in x.list %}
-      <li class="list-group-item hover:tw-bg-zinc-900
+            <li class="list-group-item tw:hover:bg-zinc-900
             {% if month_data.month == current_month and month_data.year == current_year %} disabled bg-primary{% endif %}"
                 {% if month_data.month == current_month and month_data.year == current_year %}aria-disabled="true"{% endif %}>
               <div class="d-flex justify-content-between">
@@ -48,4 +48,8 @@
       </div>
     {% endfor %}
   </div>
+  <hr>
+  <div class="w-full text-end">
+    <a class="btn btn-outline-primary btn-sm" href="{{ today_url }}" role="button" hx-boost="true">{% trans 'Today' %}</a>
+  </div>
 {% endblock %}

app/templates/common/placeholder.html

@@ -0,0 +1,3 @@
+{#This is here so we can add dynamic Tailwind classes that will be required via JS/hyperscript but Tailwind has no knowledge of#}
+<div class="tw:lg:w-[15vw]"></div>
+<div class="tw:lg:ml-[16vw]"></div>

app/templates/cotton/amount/display.html

@@ -3,7 +3,7 @@
 {% if not divless %}
 <div class="{% if text_end %}text-end{% elif text_start %}text-start{% endif %}">
 {% endif %}
-  <span class="amount{% if color == 'grey' or color == "gray" %} tw-text-gray-500{% elif color == 'green' %} tw-text-green-400{% elif color == 'red' %} tw-text-red-400{% endif %} {{ custom_class }}"
+  <span class="amount{% if color == 'grey' or color == "gray" %} tw:text-gray-500{% elif color == 'green' %} tw:text-green-400{% elif color == 'red' %} tw:text-red-400{% endif %} {{ custom_class }}"
        data-original-value="{% currency_display amount=amount prefix=prefix suffix=suffix decimal_places=decimal_places %}"
        data-amount="{{ amount|floatformat:"-40u" }}">
   </span><span>{{ slot }}</span>

app/templates/cotton/components/fab.html

@@ -1,33 +1,33 @@
-<div class="tw-min-h-16">
+<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">
+    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 tw:z-20">
   <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">
+      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"
+      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 tw:hover:shadow-xl tw:focus: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'
+             if #menu.classList.contains('tw:invisible') and event.type === 'click'
-               add .tw-rotate-45 to #fab-icon
+               add .{'tw:rotate-45'} to #fab-icon
-               remove .tw-invisible from #menu
+               remove .{'tw:invisible'} from #menu
-               remove .tw-hidden from #menu
+               remove .{'tw:hidden'} from #menu
-               remove .tw-opacity-0 from #menu
+               remove .{'tw:opacity-0'} from #menu
              else
                wait 0.2s
-               remove .tw-rotate-45 from #fab-icon
+               remove .{'tw:rotate-45'} from #fab-icon
-               add .tw-invisible to #menu
+               add .{'tw:invisible'} to #menu
-               add .tw-hidden to #menu
+               add .{'tw:hidden'} to #menu
-               add .tw-opacity-0 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>
+    <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

@@ -1,5 +1,5 @@
 {% load i18n %}
-<div class="tw-relative fab-item">
+<div class="tw:relative fab-item">
   <button class="btn btn-sm btn-{{ color }}"
           hx-get="{{ url }}"
           hx-trigger="{{ hx_trigger }}"

app/templates/cotton/components/sidebar_menu_collapsible_header.html

@@ -0,0 +1,12 @@
+<li class="tw:lg:hidden tw:lg:group-hover:block">
+  <div class="d-flex align-items-center" data-bs-toggle="collapse" href="#{{ title|slugify }}" role="button"
+       aria-expanded="false" aria-controls="{{ title|slugify }}">
+    <span
+        class="text-muted small fw-bold text-uppercase tw:lg:hidden tw:lg:group-hover:inline me-2">{{ title }}</span>
+    <hr class="flex-grow-1"/>
+    <i class="fas fa-chevron-down text-muted tw:lg:before:hidden tw:lg:group-hover:before:inline tw:ml-2 tw:lg:ml-0 tw:lg:group-hover:ml-2"></i>
+  </div>
+</li>
+<div class="collapse tw:lg:hidden tw:lg:group-hover:block" id="{{ title|slugify }}">
+  {{ slot }}
+</div>

app/templates/cotton/components/sidebar_menu_header.html

@@ -0,0 +1,6 @@
+<li>
+  <div class="d-flex align-items-center">
+    <span class="sidebar-menu-header text-muted small fw-bold text-uppercase me-2">{{ title }}</span>
+    <hr class="flex-grow-1"/>
+  </div>
+</li>