refactor(transactions:all): reduce screen state by moving filter to top

fix(ui:transactions): transaction menu overflows screen on smaller screens + alternative menu placement

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
 

app/WYGIWYH/settings.py

@@ -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

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/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/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__)
 
@@ -79,3 +83,46 @@ 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):
+    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/widgets/decimal.py

@@ -37,6 +37,7 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
                 "x-data": "",
                 "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', "
                 f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
+                "x-on:keyup": "$el.dispatchEvent(new Event('input'))",
             }
         )
 

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/transactions.py

@@ -91,6 +91,8 @@ 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)
+        )
 
     return transactions

app/apps/insights/views.py

@@ -260,6 +260,7 @@ def emergency_fund(request):
             reference_date__gte=start_date,
             reference_date__lte=end_date,
             category__mute=False,
+            mute=False,
         )
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))

app/apps/monthly_overview/views.py

@@ -109,7 +109,7 @@ def monthly_summary(request, month: int, year: int):
     # Base queryset with all required filters
     base_queryset = Transaction.objects.filter(
         reference_date__year=year, reference_date__month=month, account__is_asset=False
-    ).exclude(Q(category__mute=True) & ~Q(category=None))
+    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
 
     data = calculate_currency_totals(base_queryset, ignore_empty=True)
     percentages = calculate_percentage_distribution(data)
@@ -143,7 +143,7 @@ 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)
@@ -168,7 +168,7 @@ def monthly_currency_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))
 
     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/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 +18,38 @@ from apps.transactions.utils.calculations import (
 
 @login_required
 @require_http_methods(["GET"])
-def net_worth_current(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False
-    ).order_by(
-        "account__currency__name",
-    )
-    transactions_account_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False
-    ).order_by(
-        "account__group__name",
-        "account__name",
-    )
+def net_worth(request):
+    if "view_type" in request.GET:
+        print(request.GET["view_type"])
+        view_type = request.GET["view_type"]
+        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",
+        )
+        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",
+        )
+        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 +136,22 @@ 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(
-        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",
-    )
+    request.session["networth_view_type"] = "projected"
 
-    currency_net_worth = calculate_currency_totals(
-        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",
-        },
-    )
+    return redirect("net_worth")

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/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/forms.py

@@ -290,11 +290,15 @@ 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)
@@ -356,6 +360,7 @@ class QuickTransactionForm(forms.ModelForm):
                 css_class="form-row",
             ),
             "notes",
+            Switch("mute"),
         )
 
         if self.instance and self.instance.pk:
@@ -494,6 +499,13 @@ 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 +524,7 @@ class TransferForm(forms.Form):
             ),
             Field("description"),
             Field("notes"),
+            Switch("mute"),
             Row(
                 Column(
                     Row(
@@ -594,6 +607,8 @@ 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 +631,7 @@ 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 +646,7 @@ 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 +885,7 @@ 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):

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/models.py

@@ -299,6 +299,7 @@ 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,
@@ -918,6 +919,7 @@ 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 +976,6 @@ class QuickTransaction(OwnedObject):
 
         self.full_clean()
         super().save(*args, **kwargs)
+
+    def __str__(self):
+        return self.name

app/apps/transactions/urls.py

@@ -66,6 +66,11 @@ urlpatterns = [
         views.transaction_pay,
         name="transaction_pay",
     ),
+    path(
+        "transaction/<int:transaction_id>/mute/",
+        views.transaction_mute,
+        name="transaction_mute",
+    ),
     path(
         "transaction/<int:transaction_id>/delete/",
         views.transaction_delete,
@@ -342,4 +347,9 @@ 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

@@ -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)
@@ -152,3 +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

@@ -4,7 +4,7 @@ from copy import deepcopy
 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
@@ -388,6 +388,26 @@ 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)
+
+    new_mute = False if transaction.mute else True
+    transaction.mute = new_mute
+    transaction.save()
+    transaction_updated.send(sender=transaction)
+
+    response = render(
+        request,
+        "transactions/fragments/item.html",
+        context={"transaction": transaction, **request.GET},
+    )
+    response.headers["HX-Trigger"] = "selective_update"
+    return response
+
+
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_index(request):
@@ -586,11 +606,26 @@ 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/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",
         },
     )
 
@@ -75,7 +94,7 @@ 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))
         .order_by("account__currency__name")
     )
 
@@ -95,6 +114,7 @@ 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 +135,7 @@ def index_yearly_overview_by_account(request, year: int):
             "previous_year": previous_year,
             "months": month_options,
             "accounts": account_options,
+            "type": "account",
         },
     )
 
@@ -141,7 +162,7 @@ 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/calendar_view/pages/calendar.html

@@ -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/cotton/components/fab.html

@@ -1,7 +1,7 @@
 <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">

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="text-muted small fw-bold text-uppercase tw:lg:hidden tw:lg:group-hover:inline me-2">{{ title }}</span>
+    <hr class="flex-grow-1"/>
+  </div>
+</li>

app/templates/cotton/components/sidebar_menu_item.html

@@ -0,0 +1,14 @@
+{% load active_link %}
+<li>
+  <a href="{% url url %}"
+     class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
+      {% if tooltip %}
+     data-bs-placement="right"
+     data-bs-toggle="tooltip"
+     data-bs-title="{{ tooltip }}"
+      {% endif %}>
+    <i class="{{ icon }} fa-fw"></i>
+    <span
+        class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
+  </a>
+</li>

app/templates/cotton/components/sidebar_menu_url_item.html

@@ -0,0 +1,16 @@
+{% load active_link %}
+<li>
+  <a href="{{ url }}"
+     hx-boost="false"
+     class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
+      {% if tooltip %}
+     data-bs-placement="right"
+     data-bs-toggle="tooltip"
+     data-bs-title="{{ tooltip }}"
+      {% endif %}>
+
+    <i class="{{ icon }} fa-fw"></i>
+    <span
+        class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
+  </a>
+</li>

app/templates/cotton/transaction/item.html

@@ -1,6 +1,6 @@
 {% load markdown %}
 {% load i18n %}
-<div class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %}">
+<div class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
   <div class="d-flex my-1">
     {% if not disable_selection %}
       <label class="px-3 d-flex align-items-center justify-content-center">
@@ -9,11 +9,9 @@
       </label>
     {% endif %}
     <div class="tw:border-s-4 tw:border-e-0 tw:border-t-0 tw:border-b-0 border-bottom
-  tw:hover:bg-zinc-900 p-2 {% if transaction.account.is_asset %}tw:border-dashed{% else %}tw:border-solid{% endif %}
-  {% if transaction.type == "EX" %}tw:border-red-500{% else %}tw:border-green-500{% endif %} tw:relative
-  w-100 transaction-item"
-         _="on mouseover remove .{'tw:invisible'} from the first .transaction-actions in me end
-        on mouseout add .{'tw:invisible'} to the first .transaction-actions in me end">
+                tw:hover:bg-zinc-900 p-2 {% if transaction.account.is_asset %}tw:border-dashed{% else %}tw:border-solid{% endif %}
+                {% if transaction.type == "EX" %}tw:border-red-500{% else %}tw:border-green-500{% endif %} tw:relative
+                w-100 transaction-item">
       <div class="row font-monospace tw:text-sm align-items-center">
         <div
             class="col-lg-auto col-12 d-flex align-items-center tw:text-2xl tw:lg:text-xl text-lg-center text-center p-0 ps-1">
@@ -35,7 +33,7 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12">
+        <div class="col-lg col-12 {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw:text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -48,13 +46,13 @@
               <span class="{% if transaction.description %}me-2{% endif %}">{{ transaction.description }}</span>
               {% if transaction.installment_plan and transaction.installment_id %}
                 <span
-                    class="badge text-bg-secondary">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
+                    class="badge text-bg-secondary mx-1">{{ transaction.installment_id }}/{{ transaction.installment_plan.installment_total_number }}</span>
               {% endif %}
               {% if transaction.recurring_transaction %}
-                <span class="text-primary tw:text-xs"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
+                <span class="text-primary tw:text-xs mx-1"><i class="fa-solid fa-arrows-rotate fa-fw"></i></span>
               {% endif %}
               {% if transaction.dca_expense_entries.all or transaction.dca_income_entries.all %}
-                <span class="badge text-bg-secondary">{% trans 'DCA' %}</span>
+                <span class="badge text-bg-secondary mx-1">{% trans 'DCA' %}</span>
               {% endif %}
             {% endspaceless %}
           </div>
@@ -93,7 +91,7 @@
             {% endwith %}
           </div>
         </div>
-        <div class="col-lg-auto col-12 text-lg-end align-self-end">
+        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"
@@ -122,7 +120,7 @@
         <div>
           {#      Item actions#}
           <div
-              class="transaction-actions tw:absolute! tw:left-1/2 tw:top-0 tw:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible d-flex flex-row card">
+              class="transaction-actions tw:absolute! tw:left-1/2 tw:top-0 tw:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
             <div class="card-body p-1 shadow-lg">
               {% if not transaction.deleted %}
                 <a class="btn btn-secondary btn-sm transaction-action"
@@ -132,14 +130,6 @@
                    hx-get="{% url 'transaction_edit' transaction_id=transaction.id %}"
                    hx-target="#generic-offcanvas" hx-swap="innerHTML">
                   <i class="fa-solid fa-pencil fa-fw"></i></a>
-                <a class="btn btn-secondary btn-sm transaction-action"
-                   role="button"
-                   data-bs-toggle="tooltip"
-                   data-bs-title="{% translate "Duplicate" %}"
-                   hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"
-                   _="on click if event.ctrlKey set @hx-get to `{% url 'transaction_clone' transaction_id=transaction.id %}?edit=true` then call htmx.process(me) end then trigger ready"
-                   hx-trigger="ready">
-                  <i class="fa-solid fa-clone fa-fw"></i></a>
                 <a class="btn btn-secondary btn-sm transaction-action"
                    role="button"
                    data-bs-toggle="tooltip"
@@ -152,6 +142,29 @@
                    data-confirm-text="{% translate "Yes, delete it!" %}"
                    _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
                 </a>
+                <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+                  <i class="fa-solid fa-ellipsis fa-fw"></i>
+                </button>
+                <ul class="dropdown-menu">
+                  {% if transaction.category.mute %}
+                  <li>
+                    <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                      <i class="fa-solid fa-eye fa-fw me-2"></i>
+                      <div>
+                        {% translate 'Show on summaries' %}
+                        <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                      </div>
+                    </a>
+                  </li>
+                  {% elif transaction.mute %}
+                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
+                  {% else %}
+                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
+                  {% endif %}
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a></li>
+                  <li><hr class="dropdown-divider"></li>
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_clone' transaction_id=transaction.id %}"><i class="fa-solid fa-clone fa-fw me-2"></i>{% translate 'Duplicate' %}</a></li>
+                </ul>
               {% else %}
                 <a class="btn btn-secondary btn-sm transaction-action"
                    role="button"

app/templates/cotton/ui/transactions_action_bar.html

@@ -10,18 +10,21 @@
               end
             else
               if #actions-bar
-                remove .tw:hidden from #actions-bar
+                set #selected-count's innerHTML to length of <input[type='checkbox']:checked/> in #transactions-list
+                then remove .tw:hidden from #actions-bar
                 then trigger selected_transactions_updated
               end
             end
           end
         end">
-  <div class="card slide-in-bottom">
-    <div class="card-body p-2 d-flex justify-content-between align-items-center gap-3">
+  <div class="card slide-in-bottom tw:max-w-[90vw]">
+    <div class="card-body p-2 d-flex justify-content-between align-items-center gap-3 tw:overflow-x-auto">
       {% spaceless %}
+        <div class="tw:font-bold tw:text-md ms-2" id="selected-count">0</div>
+        <div class="vr tw:align-middle"></div>
         <div class="dropdown">
           <button class="btn btn-secondary btn-sm dropdown-toggle" type="button" data-bs-toggle="dropdown"
-                  aria-expanded="false">
+                  aria-expanded="false" data-bs-popper-config='{"strategy":"fixed"}'>
             <i class="fa-regular fa-square-check fa-fw"></i>
           </button>
           <ul class="dropdown-menu">
@@ -50,7 +53,8 @@
             <i class="fa-solid fa-pencil"></i>
           </button>
           <button type="button" class="btn btn-sm btn-secondary dropdown-toggle dropdown-toggle-split"
-                  data-bs-toggle="dropdown" aria-expanded="false" data-bs-auto-close="outside">
+                  data-bs-toggle="dropdown" data-bs-popper-config='{"strategy":"fixed"}' aria-expanded="false"
+                  data-bs-auto-close="outside">
             <span class="visually-hidden">{% trans "Toggle Dropdown" %}</span>
           </button>
 
@@ -141,7 +145,8 @@
             <span class="d-none d-md-inline-block" id="real-total-front">0</span>
           </button>
           <button type="button" class="btn btn-sm btn-secondary dropdown-toggle dropdown-toggle-split"
-                  data-bs-toggle="dropdown" aria-expanded="false" data-bs-auto-close="outside">
+                  data-bs-toggle="dropdown" aria-expanded="false" data-bs-auto-close="outside"
+                  data-bs-popper-config='{"strategy":"fixed"}'>
             <span class="visually-hidden">{% trans "Toggle Dropdown" %}</span>
           </button>
 

app/templates/includes/mobile_navbar.html

@@ -0,0 +1,16 @@
+{% load cache_access %}
+{% load settings %}
+{% load static %}
+{% load i18n %}
+{% load active_link %}
+<nav class="navbar border-bottom bg-body-tertiary d-flex d-lg-none" hx-boost="true">
+  <div class="container-fluid">
+    <a class="navbar-brand fw-bold text-primary font-base" href="{% url 'index' %}">
+      <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="40" width="40" title="WYGIWYH"/>
+    </a>
+    <button class="navbar-toggler" type="button" data-bs-toggle="offcanvas" data-bs-target="#sidebar"
+            aria-controls="sidebar" aria-label={% translate "Toggle navigation" %}>
+      <span class="navbar-toggler-icon"></span>
+    </button>
+  </div>
+</nav>

app/templates/includes/navbar.html

@@ -1,3 +1,4 @@
+{% load cache_access %}
 {% load settings %}
 {% load static %}
 {% load i18n %}
@@ -162,6 +163,12 @@
         </li>
       </ul>
       <ul class="navbar-nav mb-2 mb-lg-0 gap-3">
+        {% get_update_check as update_check %}
+        {% if update_check.update_available %}
+        <li class="nav-item my-auto">
+          <a class="badge text-bg-secondary text-decoration-none tw:cursor-pointer" href="https://github.com/eitchtee/WYGIWYH/releases/latest" target="_blank"><i class="fa-solid fa-circle-info fa-fw me-2"></i>v.{{ update_check.latest_version }} {% translate 'is available' %}!</a>
+        </li>
+        {% endif %}
         <li class="nav-item">
           <div class="nav-link tw:lg:text-2xl! tw:cursor-pointer"
              data-bs-toggle="tooltip" data-bs-placement="left" data-bs-title="{% trans "Calculator" %}"

app/templates/includes/navbar/user_menu.html

@@ -1,13 +1,10 @@
 {% load settings %}
 {% load i18n %}
 <div class="dropdown">
-  <div class="nav-link tw:lg:text-2xl! tw:cursor-pointer" type="button" data-bs-toggle="dropdown" aria-expanded="false">
-    <i class="fa-solid fa-user"></i>
-    <span class="d-lg-none d-inline">{% trans "Profile" %}</span>
+  <div class="btn btn-secondary btn-sm" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+    <i class="fa-solid fa-cog"></i>
   </div>
   <ul class="dropdown-menu dropdown-menu-start dropdown-menu-lg-end">
-    <li class="dropdown-item-text">{{ user.email }}</li>
-    <li><hr class="dropdown-divider"></li>
     <li><a class="dropdown-item"
            hx-get="{% url 'user_settings' %}"
            hx-target="#generic-offcanvas"

app/templates/includes/offcanvas.html

@@ -1,4 +1,4 @@
-<div id="persistent-generic-offcanvas" class="offcanvas offcanvas-end offcanvas-size-xl"
+<div id="persistent-generic-offcanvas" class="offcanvas offcanvas-end offcanvas-size-xl tw:z-1100!"
      data-bs-backdrop="static"
      tabindex="-1"
      _="on htmx:afterSettle call bootstrap.Offcanvas.getOrCreateInstance(me).show() end
@@ -6,7 +6,7 @@
         on force_hide_offcanvas call bootstrap.Offcanvas.getOrCreateInstance(me).hide() end
         on hidden.bs.offcanvas set my innerHTML to '' end">
 </div>
-<div id="persistent-generic-offcanvas-left" class="offcanvas offcanvas-start offcanvas-size-xl"
+<div id="persistent-generic-offcanvas-left" class="offcanvas offcanvas-start offcanvas-size-xl tw:z-1100!"
      data-bs-backdrop="static"
      tabindex="-1"
      _="on htmx:afterSettle call bootstrap.Offcanvas.getOrCreateInstance(me).show() end
@@ -16,7 +16,7 @@
 </div>
 
 
-<div id="generic-offcanvas" class="offcanvas offcanvas-end offcanvas-size-xl"
+<div id="generic-offcanvas" class="offcanvas offcanvas-end offcanvas-size-xl tw:z-1100!"
      data-bs-backdrop="static"
      tabindex="-1"
      _="on htmx:afterSettle call bootstrap.Offcanvas.getOrCreateInstance(me).show() end
@@ -24,7 +24,7 @@
         on htmx:beforeOnLoad[detail.boosted] call bootstrap.Offcanvas.getOrCreateInstance(me).hide()
         on hidden.bs.offcanvas set my innerHTML to '' end">
 </div>
-<div id="generic-offcanvas-left" class="offcanvas offcanvas-start offcanvas-size-xl"
+<div id="generic-offcanvas-left" class="offcanvas offcanvas-start offcanvas-size-xl tw:z-1100!"
      data-bs-backdrop="static"
      tabindex="-1"
      _="on htmx:afterSettle call bootstrap.Offcanvas.getOrCreateInstance(me).show() end

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

@@ -8,6 +8,7 @@ behavior htmx_error_handler
         title: '{% trans "Access Denied" %}',
         text: '{% trans "You do not have permission to perform this action or access this resource." %}',
         icon: 'warning',
+        timer: 60000,
         customClass: {
           confirmButton: 'btn btn-warning' -- Optional: different button style
         },
@@ -18,6 +19,7 @@ behavior htmx_error_handler
         title: '{% trans "Something went wrong loading your data" %}',
         text: '{% trans "Try reloading the page or check the console for more information." %}',
         icon: 'error',
+        timer: 60000,
         customClass: {
           confirmButton: 'btn btn-primary'
         },

app/templates/includes/sidebar.html

@@ -0,0 +1,289 @@
+{% load active_link %}
+{% load cache_access %}
+{% load settings %}
+{% load i18n %}
+{% load static %}
+
+<div
+    class="tw:group tw:lg:w-16 tw:lg:hover:w-112 tw:transition-all tw:duration-100 tw:fixed tw:top-0 tw:start-0 tw:h-full tw:z-1020">
+  <nav
+      id="sidebar"
+      hx-boost="true"
+      data-bs-scroll="true"
+      class="offcanvas-lg offcanvas-start d-lg-flex flex-column position-fixed top-0 start-0 h-100 bg-body-tertiary shadow-sm tw:z-1020 tw:lg:w-16 tw:lg:group-hover:w-104 tw:transition-all tw:duration-100 tw:overflow-hidden">
+    <div
+        class="tw:hidden tw:lg:group-hover:block tw:absolute tw:top-0 tw:left-104 tw:w-8 tw:h-full tw:bg-transparent tw:pointer-events-auto tw:z-10"></div>
+
+    <a href="{% url 'index' %}" class="d-none d-lg-flex tw:justify-start p-3 text-decoration-none">
+      <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="30" width="30" title="WYGIWYH"/>
+      <span class="fs-4 fw-bold ms-3 tw:lg:invisible tw:lg:group-hover:visible">WYGIWYH</span>
+    </a>
+
+    <div class="offcanvas-header">
+      <a href="{% url 'index' %}" class="offcanvas-title d-flex tw:justify-start text-decoration-none">
+        <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="30" width="30" title="WYGIWYH"/>
+        <span class="fs-4 fw-bold ms-3 tw:lg:invisible tw:lg:group-hover:visible">WYGIWYH</span>
+      </a>
+      <button type="button" class="btn-close" data-bs-target="#sidebar" data-bs-dismiss="offcanvas"
+              aria-label={% translate 'Close' %}></button>
+    </div>
+    <hr class="m-0">
+
+    <ul class="list-unstyled p-3 d-flex flex-column gap-0 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events]"
+        style="animation-duration: 100ms">
+
+      <c-components.sidebar-menu-item
+          title="{% translate 'Monthly' %}"
+          url='monthly_index'
+          active="monthly_overview"
+          icon="fa-solid fa-list">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Yearly' %}"
+          url='yearly_index'
+          active="yearly_overview_currency||yearly_overview_account"
+          icon="fa-solid fa-calendar-plus">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Calendar' %}"
+          url='calendar_index'
+          active="calendar"
+          icon="fa-solid fa-calendar-days">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Insights' %}"
+          url='insights_index'
+          active="insights_index"
+          icon="fa-solid fa-chart-simple">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Net Worth' %}"
+          url='net_worth'
+          active="net_worth"
+          icon="fa-solid fa-money-bill">
+      </c-components.sidebar-menu-item>
+
+      <c-components.sidebar-menu-header title="{% translate 'Transactions' %}"></c-components.sidebar-menu-header>
+      <c-components.sidebar-menu-item
+          title="{% translate 'All' %}"
+          url='transactions_all_index'
+          active="transactions_all_index"
+          icon="fa-solid fa-right-left">
+      </c-components.sidebar-menu-item>
+      {% settings "ENABLE_SOFT_DELETE" as enable_soft_delete %}
+      {% if enable_soft_delete %}
+        <c-components.sidebar-menu-item
+            title="{% translate 'Trash Can' %}"
+            url='transactions_trash_index'
+            active="transactions_trash_index"
+            icon="fa-solid fa-trash">
+        </c-components.sidebar-menu-item>
+      {% endif %}
+      <c-components.sidebar-menu-item
+          title="{% translate 'Quick Transactions' %}"
+          url='quick_transactions_index'
+          active="quick_transactions_index"
+          icon="fa-solid fa-person-running">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Installment Plans' %}"
+          url='installment_plans_index'
+          active="installment_plans_index"
+          icon="fa-solid fa-divide">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Recurring Transactions' %}"
+          url='recurring_trasanctions_index'
+          active="recurring_trasanctions_index"
+          icon="fa-solid fa-repeat">
+      </c-components.sidebar-menu-item>
+
+      <c-components.sidebar-menu-header title="{% translate 'Tools' %}"></c-components.sidebar-menu-header>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Dollar Cost Average Tracker' %}"
+          url='dca_strategy_index'
+          active="dca_strategy_index||dca_strategy_detail_index"
+          icon="fa-solid fa-magnifying-glass-chart">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Unit Price Calculator' %}"
+          url='unit_price_calculator'
+          active="unit_price_calculator"
+          icon="fa-solid fa-tags">
+      </c-components.sidebar-menu-item>
+      <c-components.sidebar-menu-item
+          title="{% translate 'Currency Converter' %}"
+          url='currency_converter'
+          active="currency_converter"
+          icon="fa-solid fa-money-bill-transfer">
+      </c-components.sidebar-menu-item>
+
+      <div>
+        <hr>
+      </div>
+
+      <div type="button"
+           data-bs-toggle="collapse"
+           data-bs-target="#collapsible-panel"
+           aria-expanded="false"
+           aria-controls="collapsible-panel"
+           class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' css_class="sidebar-active" %}">
+        <i class="fa-solid fa-toolbox fa-fw"></i>
+        <span
+            class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">
+        {% translate 'Management' %}
+      </span>
+      </div>
+    </ul>
+
+    <div class="mt-auto p-2 w-100">
+      <div id="collapsible-panel"
+           class="p-0 collapse tw:absolute tw:bottom-0 tw:left-0 tw:w-full tw:z-30 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:max-h-screen">
+        <div class="tw:h-screen tw:backdrop-blur-3xl">
+          <!-- Header -->
+          <div
+              class="tw:flex tw:justify-between tw:items-center tw:p-4 tw:border-b tw:border-gray-600 tw:lg:hidden tw:lg:group-hover:flex">
+            <h5 class="tw:text-lg tw:font-semibold tw:text-gray-800 tw:lg:invisible tw:lg:group-hover:visible">
+              {% trans 'Management' %}
+            </h5>
+
+            <button type="button" class="btn-close tw:lg:hidden tw:lg:group-hover:inline" aria-label="Close"
+                    data-bs-toggle="collapse"
+                    data-bs-target="#collapsible-panel"
+                    aria-expanded="true"
+                    aria-controls="collapsible-panel">
+            </button>
+          </div>
+
+          <ul class="list-unstyled p-3 d-flex flex-column gap-1 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events]"
+              style="animation-duration: 100ms">
+            <c-components.sidebar-menu-header title="{% translate 'Transactions' %}"></c-components.sidebar-menu-header>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Categories' %}"
+                url='categories_index'
+                active="categories_index"
+                icon="fa-solid fa-icons">
+            </c-components.sidebar-menu-item>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Tags' %}"
+                url='tags_index'
+                active="tags_index"
+                icon="fa-solid fa-hashtag">
+            </c-components.sidebar-menu-item>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Entities' %}"
+                url='entities_index'
+                active="entities_index"
+                icon="fa-solid fa-user-group">
+            </c-components.sidebar-menu-item>
+
+            <c-components.sidebar-menu-header title="{% translate 'Accounts' %}"></c-components.sidebar-menu-header>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Accounts' %}"
+                url='accounts_index'
+                active="accounts_index"
+                icon="fa-solid fa-wallet">
+            </c-components.sidebar-menu-item>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Account Groups' %}"
+                url='account_groups_index'
+                active="account_groups_index"
+                icon="fa-solid fa-wallet">
+            </c-components.sidebar-menu-item>
+
+            <c-components.sidebar-menu-header title="{% translate 'Currencies' %}"></c-components.sidebar-menu-header>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Currencies' %}"
+                url='currencies_index'
+                active="currencies_index"
+                icon="fa-solid fa-coins">
+            </c-components.sidebar-menu-item>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Exchange Rates' %}"
+                url='exchange_rates_index'
+                active="exchange_rates_index"
+                icon="fa-solid fa-right-left">
+            </c-components.sidebar-menu-item>
+
+            <c-components.sidebar-menu-header title="{% translate 'Automation' %}"></c-components.sidebar-menu-header>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Rules' %}"
+                url='rules_index'
+                active="rules_index"
+                icon="fa-solid fa-pen-ruler">
+            </c-components.sidebar-menu-item>
+            <c-components.sidebar-menu-item
+                title="{% translate 'Import' %}"
+                url='import_profiles_index'
+                active="import_profiles_index"
+                icon="fa-solid fa-file-import">
+            </c-components.sidebar-menu-item>
+            {% if user.is_superuser %}
+              <c-components.sidebar-menu-item
+                  title="{% translate 'Export and Restore' %}"
+                  url='export_index'
+                  active="export_index"
+                  icon="fa-solid fa-file-export">
+              </c-components.sidebar-menu-item>
+            {% endif %}
+            <c-components.sidebar-menu-item
+                title="{% translate 'Automatic Exchange Rates' %}"
+                url='automatic_exchange_rates_index'
+                active="automatic_exchange_rates_index"
+                icon="fa-solid fa-right-left">
+            </c-components.sidebar-menu-item>
+
+            {% if user.is_superuser %}
+              <c-components.sidebar-menu-header title="{% translate 'Admin' %}"></c-components.sidebar-menu-header>
+              <c-components.sidebar-menu-item
+                  title="{% translate 'Users' %}"
+                  url='users_index'
+                  active="users_index"
+                  icon="fa-solid fa-users">
+              </c-components.sidebar-menu-item>
+              <c-components.sidebar-menu-url-item
+                  title="{% translate 'Django Admin' %}"
+                  tooltip="{% translate "Only use this if you know what you're doing" %}"
+                  url='/admin/'
+                  icon="fa-solid fa-screwdriver-wrench">
+              </c-components.sidebar-menu-url-item>
+            {% endif %}
+          </ul>
+        </div>
+      </div>
+      {% get_update_check as update_check %}
+      {% if update_check.update_available %}
+        <div class="my-3">
+          <a class="px-3 badge text-bg-primary text-decoration-none tw:cursor-pointer w-100 tw:text-xs!"
+             href="https://github.com/eitchtee/WYGIWYH/releases/latest" target="_blank"><i
+              class="fa-solid fa-circle-exclamation fa-fw me-2"></i><span
+              class="tw:lg:invisible tw:lg:group-hover:visible">v.{{ update_check.latest_version }} {% translate 'is available' %}!</span></a>
+        </div>
+      {% endif %}
+
+      <div class="btn-group w-100" role="group">
+        <button type="button" class="btn btn-secondary btn-sm" data-bs-toggle="tooltip"
+                data-bs-title="{% trans "Calculator" %}"
+                _="on click trigger show on #calculator">
+          <i class="fa-solid fa-calculator fa-fw"></i>
+        </button>
+      </div>
+    </div>
+
+    <div>
+      <hr class="my-1">
+      <div
+          class="ps-4 pe-2 py-2 d-flex align-items-center text-body-secondary text-decoration-none justify-content-between tw:text-wrap tw:lg:text-nowrap">
+        <div>
+          <i class="fa-solid fa-circle-user"></i>
+          <strong class="ms-2 tw:lg:invisible tw:lg:group-hover:visible">{{ user.email }}</strong>
+        </div>
+        <div class="tw:lg:invisible tw:lg:group-hover:visible">
+          {% include 'includes/navbar/user_menu.html' %}
+        </div>
+      </div>
+    </div>
+  </nav>
+  <div
+      class="tw:hidden tw:lg:group-hover:block tw:absolute tw:top-0 tw:left-104 tw:w-16 tw:h-full tw:bg-transparent"></div>
+</div>

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

@@ -273,7 +273,6 @@
           function setupChart() {
               var rawData = JSON.parse(document.getElementById('categoryOverviewData').textContent);
               var showing_string = JSON.parse(document.getElementById('showingString').textContent);
-              console.log(showing_string)
 
               // --- Dynamic Data Processing ---
               var categories = [];

app/templates/insights/pages/index.html

@@ -13,7 +13,7 @@
             <div class="mb-2 w-100 d-lg-inline-flex d-grid gap-2 flex-wrap justify-content-lg-center" role="group"
                  _="on change
                     set type to event.target.value
-                    add .tw:hidden to <#picker-form > div:not(.tw:hidden)/>
+                    add .tw:hidden to <#picker-form > div:not(.tw\\:hidden)/>
 
                     if type == 'month'
                       remove .tw:hidden from #month-form

app/templates/installment_plans/fragments/table.html

@@ -14,6 +14,8 @@
         <tr>
           <th scope="col" class="col-auto"></th>
           <th scope="col" class="col">{% translate 'Name' %}</th>
+          <th scope="col" class="col">{% translate 'Account' %}</th>
+          <th scope="col" class="col">{% translate 'Amount' %}</th>
         </tr>
       </thead>
       <tbody>
@@ -69,6 +71,17 @@
             </div>
             <div class="tw:text-sm tw:text-gray-400">{{ installment_plan.notes|linebreaksbr }}</div>
           </td>
+          <td class="col-auto">
+            {% if installment_plan.account.group %}{{ installment_plan.account.group }} • {% endif %}{{ installment_plan.account }}
+          </td>
+          <td class="col-auto">
+            <c-amount.display
+              :amount="installment_plan.installment_amount"
+              :prefix="installment_plan.account.currency.prefix"
+              :suffix="installment_plan.account.currency.suffix"
+              :decimal_places="installment_plan.account.currency.decimal_places"
+              color="{% if installment_plan.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
+          </td>
         </tr>
         {% endfor %}
       </tbody>

app/templates/layouts/base.html

@@ -28,27 +28,31 @@
 </head>
 <body class="font-monospace">
 <div _="install hide_amounts
-            install htmx_error_handler
-           {% block body_hyperscript %}{% endblock %}"
+        install htmx_error_handler
+        {% block body_hyperscript %}{% endblock %}"
      hx-headers='{"X-CSRFToken": "{{ csrf_token }}"}'>
-  {% include 'includes/navbar.html' %}
 
-  {% settings "DEMO" as demo_mode %}
-  {% if demo_mode %}
-  <div class="px-3 m-0" id="demo-mode-alert" hx-preserve>
-    <div class="alert alert-warning alert-dismissible fade show my-3" role="alert">
-      <strong>{% trans 'This is a demo!' %}</strong> {% trans 'Any data you add here will be wiped in 24hrs or less' %}
-      <button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
+  {% include 'includes/mobile_navbar.html' %}
+  {% include 'includes/sidebar.html' %}
+
+  <main class="tw:p-4 tw:lg:ml-16">
+    {% settings "DEMO" as demo_mode %}
+    {% if demo_mode %}
+    <div class="px-3 m-0" id="demo-mode-alert" hx-preserve>
+      <div class="alert alert-warning alert-dismissible fade show my-3" role="alert">
+        <strong>{% trans 'This is a demo!' %}</strong> {% trans 'Any data you add here will be wiped in 24hrs or less' %}
+        <button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
+      </div>
     </div>
-  </div>
-  {% endif %}
+    {% endif %}
 
-  <div id="content">
-    {% block content %}{% endblock %}
-  </div>
+    <div id="content">
+      {% block content %}{% endblock %}
+    </div>
 
-  {% include 'includes/offcanvas.html' %}
-  {% include 'includes/toasts.html' %}
+    {% include 'includes/offcanvas.html' %}
+    {% include 'includes/toasts.html' %}
+  </main>
 </div>
 
 {% include 'includes/tools/calculator.html' %}

app/templates/monthly_overview/pages/overview.html

@@ -104,7 +104,7 @@
             <div id="summary"
                  hx-get="{% url 'monthly_summary' month=month year=year %}"
                  class="show-loading"
-                 hx-trigger="load, updated from:window, selective_update from:window">
+                 hx-trigger="load, updated from:window, selective_update from:window, every 10m">
             </div>
           </div>
           <div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
@@ -115,7 +115,7 @@
             <div id="currency-summary"
                  hx-get="{% url 'monthly_currency_summary' month=month year=year %}"
                  class="show-loading"
-                 hx-trigger="load, updated from:window, selective_update from:window">
+                 hx-trigger="load, updated from:window, selective_update from:window, every 10m">
             </div>
           </div>
           <div class="tab-pane fade {% if summary_tab == 'account' %}show active{% endif %}"
@@ -126,7 +126,7 @@
             <div id="account-summary"
                  hx-get="{% url 'monthly_account_summary' month=month year=year %}"
                  class="show-loading"
-                 hx-trigger="load, updated from:window, selective_update from:window">
+                 hx-trigger="load, updated from:window, selective_update from:window, every 10m">
             </div>
           </div>
         </div>
@@ -191,7 +191,7 @@
         <div id="transactions"
              class="show-loading"
              hx-get="{% url 'monthly_transactions_list' month=month year=year %}"
-             hx-trigger="load, updated from:window" hx-include="#filter, #order">
+             hx-trigger="load, updated from:window, every 10m" hx-include="#filter, #order">
         </div>
       </div>
     </div>

app/templates/net_worth/net_worth.html

@@ -9,6 +9,29 @@
 {% block title %}{% if type == "current" %}{% translate 'Current Net Worth' %}{% else %}{% translate 'Projected Net Worth' %}{% endif %}{% endblock %}
 
 {% block content %}
+  <div hx-trigger="every 60m, updated from:window" hx-include="#view-type" class="show-loading" hx-get="" hx-target="body">
+  <div class="h-100 text-center mb-4 pt-2">
+    <div class="btn-group gap-3" role="group" id="view-type" _="on change trigger updated">
+      <input type="radio" class="btn-check"
+             name="view_type"
+             id="current-view"
+             autocomplete="off"
+             value="current"
+             {% if type == "current" %}checked{% endif %}>
+      <label class="btn btn-outline-primary rounded-5" for="current-view"><i
+          class="fa-solid fa-sack-dollar fa-fw me-2"></i>{% trans 'Current' %}</label>
+
+      <input type="radio"
+             class="btn-check"
+             name="view_type"
+             id="projected-view"
+             autocomplete="off"
+             value="projected"
+             {% if type == "projected" %}checked{% endif %}>
+      <label class="btn btn-outline-primary rounded-5" for="projected-view"><i
+          class="fa-solid fa-rocket fa-fw me-2"></i>{% trans 'Projected' %}</label>
+    </div>
+  </div>
   <div class="container px-md-3 py-3" _="init call initializeAccountChart() then initializeCurrencyChart() end">
     <div class="row gx-xl-4 gy-3 mb-4">
       <div class="col-12 col-xl-5">
@@ -318,5 +341,6 @@
       call currencyChart.update()
     end
   </script>
-
+</div>
+<c-ui.transactions_fab></c-ui.transactions_fab>
 {% endblock %}

app/templates/quick_transactions/fragments/list.html

@@ -11,6 +11,8 @@
             <tr>
               <th scope="col" class="col-auto"></th>
               <th scope="col" class="col">{% translate 'Name' %}</th>
+              <th scope="col" class="col">{% translate 'Account' %}</th>
+              <th scope="col" class="col">{% translate 'Amount' %}</th>
             </tr>
             </thead>
             <tbody>
@@ -46,6 +48,17 @@
                     {{ qt.name }}
                   </div>
                 </td>
+                <td class="col-auto">
+                  {% if qt.account.group %}{{ qt.account.group }} • {% endif %}{{ qt.account }}
+                </td>
+                <td class="col-auto">
+                  <c-amount.display
+                    :amount="qt.amount"
+                    :prefix="qt.account.currency.prefix"
+                    :suffix="qt.account.currency.suffix"
+                    :decimal_places="qt.account.currency.decimal_places"
+                    color="{% if qt.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
+                </td>
               </tr>
             {% endfor %}
             </tbody>

app/templates/recurring_transactions/fragments/table.html

@@ -16,6 +16,8 @@
       <tr>
         <th scope="col" class="col-auto"></th>
         <th scope="col" class="col">{% translate 'Name' %}</th>
+        <th scope="col" class="col">{% translate 'Account' %}</th>
+        <th scope="col" class="col">{% translate 'Amount' %}</th>
       </tr>
     </thead>
     <tbody>
@@ -105,6 +107,17 @@
           </div>
           <div class="tw:text-sm tw:text-gray-400">{{ recurring_transaction.notes|linebreaksbr }}</div>
         </td>
+        <td class="col-auto">
+          {% if recurring_transaction.account.group %}{{ recurring_transaction.account.group }} • {% endif %}{{ recurring_transaction.account }}
+        </td>
+        <td class="col-auto">
+          <c-amount.display
+            :amount="recurring_transaction.amount"
+            :prefix="recurring_transaction.account.currency.prefix"
+            :suffix="recurring_transaction.account.currency.suffix"
+            :decimal_places="recurring_transaction.account.currency.decimal_places"
+            color="{% if recurring_transaction.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
+        </td>
       </tr>
       {% endfor %}
     </tbody>

app/templates/transactions/pages/transactions.html

@@ -5,47 +5,56 @@
 {% block title %}{% translate 'Transactions' %}{% endblock %}
 
 {% block content %}
-<div class="container-fluid px-md-3 py-3 column-gap-5">
-  <div class="row gx-xl-4 gy-3">
-    <div class="col-12 col-xl-3 order-0 order-xl-0">
-      {#      Filter transactions#}
-      <div class="row mb-1">
-          <div class="col-12">
-            <div class="d-flex mb-3 align-self-center">
-              <div class="me-auto"><h4><i class="fa-solid fa-filter me-2"></i>{% translate 'Filter' %}</h4></div>
-              <div class="align-self-center">
-                <button class="btn btn-outline-danger btn-sm" _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
-              </div>
+  <div class="container px-md-3 py-3 column-gap-5">
+    <div class="row gx-xl-4 gy-3">
+      <div class="col-12 col-xl-8 order-2 order-xl-1">
+        <div class="row mb-1">
+          <div class="col-sm-6 col-12">
+            {#        Filter transactions button #}
+            <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
+                    aria-controls="collapse-filter">
+              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
+            </button>
+          </div>
+          {#        Ordering button#}
+          <div class="col-sm-6 col-12 tw:content-center my-3 my-sm-0">
+            <div class="text-sm-end" _="on change trigger updated on window">
+              <label for="order">{% translate "Order by" %}</label>
+              <select
+                  class="tw:border-0 tw:focus-visible:outline-0 w-full pe-2 tw:leading-normal text-bg-tertiary tw:font-medium rounded bg-body text-body"
+                  name="order" id="order">
+                <option value="default"
+                        {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
+                <option value="older"
+                        {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
+                <option value="newer"
+                        {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
+              </select>
             </div>
-            <hr>
-            <form hx-get="{% url 'transactions_all_list' %}" hx-trigger="change, submit, search"
-                    hx-target="#transactions" id="filter" hx-indicator="#transactions"
-                    _="install init_tom_select
-                       install init_datepicker">
-                {% crispy filter.form %}
-            </form>
           </div>
         </div>
-    </div>
-    <div class="col-12 col-xl-6 order-2 order-xl-1">
-      <div class="text-end tw:justify-end tw:flex tw:text-sm mb-3">
-        <div class="tw:content-center" _="on change trigger updated on window">
-          <label for="order">{% translate "Order by" %}</label>
-          <select class="tw:border-0 tw:focus-visible:outline-0 w-full pe-2 tw:leading-normal text-bg-tertiary tw:font-medium rounded bg-body text-body" name="order" id="order">
-            <option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-            <option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-            <option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
-          </select>
+        {#      Filter transactions form#}
+        <div class="collapse" id="collapse-filter">
+          <div class="card card-body">
+            <form _="on change or submit or search trigger updated on window end
+                   install init_tom_select
+                   install init_datepicker"
+                  id="filter">
+              {% crispy filter.form %}
+            </form>
+            <button class="btn btn-outline-danger btn-sm"
+                    _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+          </div>
+        </div>
+        <div id="transactions"
+             class="show-loading"
+             hx-get="{% url 'transactions_all_list' %}"
+             hx-trigger="load, updated from:window" hx-include="#filter, #page, #order">
         </div>
       </div>
-      <div id="transactions"
-           class="show-loading"
-           hx-get="{% url 'transactions_all_list' %}"
-           hx-trigger="load, updated from:window" hx-include="#filter, #page, #order">
-      </div>
-    </div>
-    <div class="col-12 col-xl-3 order-1 order-xl-2">
-      <ul class="nav nav-tabs" id="all-transactions-summary" role="tablist">
+      <div class="col-12 col-xl-4 order-1 order-xl-2">
+        <ul class="nav nav-tabs" id="all-transactions-summary" role="tablist">
           <li class="nav-item" role="presentation">
             <button class="nav-link {% if summary_tab == 'currency' %}active{% endif %}"
                     id="currency-tab"
@@ -73,7 +82,7 @@
             </button>
           </li>
         </ul>
-      <div class="tab-content" id="all-transactions-content">
+        <div class="tab-content" id="all-transactions-content">
           <div class="tab-pane fade {% if summary_tab == 'currency' %}show active{% endif %}"
                id="currency-tab-pane"
                role="tabpanel"
@@ -98,8 +107,9 @@
                  hx-include="#filter">
             </div>
           </div>
+        </div>
       </div>
     </div>
   </div>
-</div>
+  <c-ui.transactions_fab></c-ui.transactions_fab>
 {% endblock %}

app/templates/yearly_overview/pages/overview_by_account.html

@@ -12,7 +12,18 @@
 {% endblock %}
 
 {% block content %}
-  <div class="container px-md-3 py-3 column-gap-5">
+  <div class="h-100 text-center mb-4 pt-2">
+    <div class="btn-group gap-3" role="group">
+      <a href="{% url 'yearly_overview_currency' year=year %}" class="btn {% if type != 'currency' %}btn-outline-primary{% else %}btn-primary{% endif %} rounded-5" hx-boost>
+        <i class="fa-solid fa-solid fa-coins fa-fw me-2"></i>{% trans 'Currency' %}
+      </a>
+
+      <a href="{% url 'yearly_overview_account' year=year %}" class="btn {% if type != 'account' %}btn-outline-primary{% else %}btn-primary{% endif %} rounded-5" hx-boost>
+        <i class="fa-solid fa-wallet fa-fw me-2"></i>{% trans 'Account' %}
+      </a>
+    </div>
+  </div>
+  <div class="container px-md-3 py-3 column-gap-5" id="yearly-content">
     <div class="row mb-3 gx-xl-4 gy-3 mb-4">
       {#    Date picker#}
       <div class="col-12 col-xl-2 flex-row align-items-center d-flex">
@@ -113,7 +124,7 @@
         <div id="data-content"
              class="show-loading"
              hx-get="{% url 'yearly_overview_account_data' year=year %}"
-             hx-trigger="load"
+             hx-trigger="load, every 10m, updated from:window"
              hx-include="[name='account'], [name='month']"
              hx-swap="innerHTML">
         </div>

app/templates/yearly_overview/pages/overview_by_currency.html

@@ -14,7 +14,18 @@
 {% endblock %}
 
 {% block content %}
-  <div class="container px-md-3 py-3 column-gap-5">
+  <div class="h-100 text-center mb-4 pt-2">
+    <div class="btn-group gap-3" role="group">
+      <a href="{% url 'yearly_overview_currency' year=year %}" class="btn {% if type != 'currency' %}btn-outline-primary{% else %}btn-primary{% endif %} rounded-5" hx-boost>
+        <i class="fa-solid fa-solid fa-coins fa-fw me-2"></i>{% trans 'Currency' %}
+      </a>
+
+      <a href="{% url 'yearly_overview_account' year=year %}" class="btn {% if type != 'account' %}btn-outline-primary{% else %}btn-primary{% endif %} rounded-5" hx-boost>
+        <i class="fa-solid fa-wallet fa-fw me-2"></i>{% trans 'Account' %}
+      </a>
+    </div>
+  </div>
+  <div class="container px-md-3 py-3 column-gap-5" id="yearly-content">
     <div class="row mb-3 gx-xl-4 gy-3 mb-4">
       {#    Date picker#}
       <div class="col-12 col-xl-2 flex-row align-items-center d-flex">
@@ -115,7 +126,7 @@
         <div id="data-content"
              class="show-loading"
              hx-get="{% url 'yearly_overview_currency_data' year=year %}"
-             hx-trigger="load"
+             hx-trigger="load, every 10m, updated from:window"
              hx-include="[name='currency'], [name='month']"
              hx-swap="innerHTML">
         </div>

frontend/src/styles/_animations.scss

@@ -209,11 +209,11 @@
 
 
 .slide-in-bottom {
-	animation: slide-in-bottom 0.3s cubic-bezier(0.250, 0.460, 0.450, 0.940) both;
+  animation: slide-in-bottom 0.3s cubic-bezier(0.250, 0.460, 0.450, 0.940) both;
 }
 
 .slide-in-bottom-reverse {
-	animation: slide-in-bottom 0.3s cubic-bezier(0.250, 0.460, 0.450, 0.940) reverse both;
+  animation: slide-in-bottom 0.3s cubic-bezier(0.250, 0.460, 0.450, 0.940) reverse both;
 }
 
 /* ----------------------------------------------
@@ -238,3 +238,12 @@
     opacity: 1;
   }
 }
+
+@keyframes disable-pointer-events {
+  0%, 99% {
+    pointer-events: none;
+  }
+  100% {
+    pointer-events: auto;
+  }
+}

frontend/src/styles/style.scss

@@ -77,3 +77,11 @@ select[multiple] {
   margin-top: 20px;
   font-size: 14px;
 }
+
+[data-bs-toggle="collapse"] .fa-chevron-down {
+  transition: transform 0.25s ease-in-out;
+}
+
+[data-bs-toggle="collapse"][aria-expanded="true"] .fa-chevron-down {
+  transform: rotate(-180deg);
+}

frontend/src/styles/tailwind.css

@@ -1,2 +1,11 @@
 @import "tailwindcss" prefix(tw) source("../../../app/templates/");
 @custom-variant dark (&:where([data-bs-theme=dark], [data-bs-theme=dark] *));
+@custom-variant hover (&:hover);
+
+.sidebar-active {
+  @apply tw:bg-gray-700 tw:text-white;
+}
+
+.sidebar-item:not(.sidebar-active) {
+    @apply tw:text-gray-300 tw:hover:text-white;
+}

requirements.txt

@@ -1,27 +1,27 @@
-Django~=5.1
-psycopg[binary]==3.2.6
+Django~=5.2
+psycopg[binary]==3.2.9
 python-webpack-boilerplate==1.0.4
-django-crispy-forms==2.3
-crispy-bootstrap5==2025.4
+django-crispy-forms==2.4
+crispy-bootstrap5==2025.6
 django-browser-reload==1.18.0
-django-hijack==3.7.1
+django-hijack==3.7.3
 django-filter==25.1
 django-debug-toolbar==4.4.6
-django-cachalot~=2.7.0
-django-cotton~=1.5.2
+django-cachalot~=2.8.0
+django-cotton~=2.1.3
 django-pwa~=2.0.1
 djangorestframework~=3.16.0
 drf-spectacular~=0.28.0
-django-import-export~=4.3.7
+django-import-export~=4.3.9
 
 gunicorn==23.0.0
 whitenoise[brotli]==6.9.0
 
-watchfiles==0.24.0  # https://github.com/samuelcolvin/watchfiles
-procrastinate[django]~=2.15.1
+watchfiles==1.1.0  # https://github.com/samuelcolvin/watchfiles
+procrastinate[django]~=3.4.0
 
 requests~=2.32.3
-django-allauth[socialaccount]~=65.9.0
+django-allauth[socialaccount]~=65.10.0
 
 pytz
 python-dateutil~=2.9.0.post0