feat: initial commit

Currently translated at 100.0% (670 of 670 strings)

Translation: WYGIWYH/App
Translate-URL: https://translations.herculino.com/projects/wygiwyh/app/pt_BR/

README.md

@@ -140,9 +140,10 @@ To create the first user, open the container's console using Unraid's UI, by cli
 | ENABLE_SOFT_DELETE            | true\|false | false                             | Whether to enable transactions soft delete, if enabled, deleted transactions will remain in the database. Useful for imports and avoiding duplicate entries.                                                                             |
 | KEEP_DELETED_TRANSACTIONS_FOR | int         | 365                               | Time in days to keep soft deleted transactions for. If 0, will keep all transactions indefinitely. Only works if ENABLE_SOFT_DELETE is true.                                                                                             |
 | TASK_WORKERS                  | int         | 1                                 | How many workers to have for async tasks. One should be enough for most use cases                                                                                                                                                        |
-| DEMO                          | true\|false         | false                             | If demo mode is enabled.                                                                                                                                                                                                                 |
-| ADMIN_EMAIL                   | string         | None                              | Automatically creates an admin account with this email. Must have `ADMIN_PASSWORD` also set.                                                                                                                                             |
-| ADMIN_PASSWORD                | string         | None                              | Automatically creates an admin account with this password. Must have `ADMIN_EMAIL` also set.                                                                                                                                             |
+| DEMO                          | true\|false | false                             | If demo mode is enabled.                                                                                                                                                                                                                 |
+| ADMIN_EMAIL                   | string      | None                              | Automatically creates an admin account with this email. Must have `ADMIN_PASSWORD` also set.                                                                                                                                             |
+| ADMIN_PASSWORD                | string      | None                              | Automatically creates an admin account with this password. Must have `ADMIN_EMAIL` also set.                                                                                                                                             |
+| CHECK_FOR_UPDATES             | bool        | true                              | Check and notify users about new versions. The check is done by doing a single query to Github's API every 12 hours.                                                                                  |
 
 ## OIDC Configuration
 

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
@@ -535,6 +537,7 @@ PWA_APP_SCREENSHOTS = [
 PWA_SERVICE_WORKER_PATH = BASE_DIR / "templates" / "pwa" / "serviceworker.js"
 
 ENABLE_SOFT_DELETE = os.getenv("ENABLE_SOFT_DELETE", "false").lower() == "true"
+CHECK_FOR_UPDATES = os.getenv("CHECK_FOR_UPDATES", "true").lower() == "true"
 KEEP_DELETED_TRANSACTIONS_FOR = int(os.getenv("KEEP_DELETED_ENTRIES_FOR", "365"))
 APP_VERSION = os.getenv("APP_VERSION", "unknown")
 DEMO = os.getenv("DEMO", "false").lower() == "true"

app/apps/accounts/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 +83,49 @@ def reset_demo_data(timestamp=None):
     except Exception as e:
         logger.exception(f"Error during daily demo data reset: {e}")
         raise
+
+
+@app.periodic(cron="0 */12 * * *")  # Every 12 hours
+@app.task(
+    name="check_for_updates",
+)
+def check_for_updates(timestamp=None):
+    if not settings.CHECK_FOR_UPDATES:
+        return "CHECK_FOR_UPDATES is disabled"
+
+    url = "https://api.github.com/repos/eitchtee/WYGIWYH/releases/latest"
+
+    try:
+        response = requests.get(url, timeout=60)
+        response.raise_for_status()  # Raise an exception for bad status codes (4xx or 5xx)
+
+        data = response.json()
+        latest_version = data.get("tag_name")
+
+        if latest_version:
+            try:
+                current_v = parse_version(settings.APP_VERSION)
+            except InvalidVersion:
+                current_v = parse_version("0.0.0")
+            try:
+                latest_v = parse_version(latest_version)
+            except InvalidVersion:
+                latest_v = parse_version("0.0.0")
+
+            update_info = {
+                "update_available": False,
+                "current_version": str(current_v),
+                "latest_version": str(latest_v),
+            }
+
+            if latest_v > current_v:
+                update_info["update_available"] = True
+
+            # Cache the entire dictionary
+            cache.set("update_check", update_info, 60 * 60 * 25)
+            logger.info(f"Update check complete. Result: {update_info}")
+        else:
+            logger.warning("Could not find 'tag_name' in GitHub API response.")
+
+    except requests.exceptions.RequestException as e:
+        logger.error(f"Failed to fetch updates from GitHub: {e}")

app/apps/common/templatetags/cache_access.py

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

app/apps/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/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

@@ -1,5 +1,5 @@
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
-from crispy_forms.bootstrap import FormActions, AccordionGroup
+from crispy_forms.bootstrap import FormActions, AccordionGroup, AppendedText
 from crispy_forms.helper import FormHelper
 from crispy_forms.layout import (
     Layout,
@@ -499,6 +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)
 
@@ -517,6 +524,7 @@ class TransferForm(forms.Form):
             ),
             Field("description"),
             Field("notes"),
+            Switch("mute"),
             Row(
                 Column(
                     Row(
@@ -599,6 +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"]
@@ -621,7 +631,7 @@ class TransferForm(forms.Form):
             description=description,
             category=from_category,
             notes=notes,
-            mute=True,
+            mute=mute,
         )
         from_transaction.tags.set(self.cleaned_data.get("from_tags", []))
 
@@ -636,7 +646,7 @@ class TransferForm(forms.Form):
             description=description,
             category=to_category,
             notes=notes,
-            mute=True,
+            mute=mute,
         )
         to_transaction.tags.set(self.cleaned_data.get("to_tags", []))
 
@@ -953,6 +963,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "notes",
             "add_notes_to_transaction",
             "entities",
+            "keep_at_most",
         ]
         widgets = {
             "reference_date": AirMonthYearPickerInput(),
@@ -1032,6 +1043,7 @@ class RecurringTransactionForm(forms.ModelForm):
                 Column("end_date", css_class="form-group col-md-4 mb-0"),
                 css_class="form-row",
             ),
+            AppendedText("keep_at_most", _("future transactions")),
         )
 
         self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()

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

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

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

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

app/apps/transactions/models.py

@@ -722,6 +722,9 @@ class RecurringTransaction(models.Model):
     recurrence_interval = models.PositiveIntegerField(
         verbose_name=_("Recurrence Interval"),
     )
+    keep_at_most = models.PositiveIntegerField(
+        verbose_name=_("Keep at most"), default=6, validators=[MinValueValidator(1)]
+    )
 
     last_generated_date = models.DateField(
         verbose_name=_("Last Generated Date"), null=True, blank=True
@@ -759,8 +762,10 @@ class RecurringTransaction(models.Model):
         current_date = self.start_date
         reference_date = self.reference_date
         end_date = min(
-            self.end_date or timezone.now().date() + (self.get_recurrence_delta() * 5),
-            timezone.now().date() + (self.get_recurrence_delta() * 5),
+            self.end_date
+            or timezone.now().date()
+            + (self.get_recurrence_delta() * self.keep_at_most),
+            timezone.now().date() + (self.get_recurrence_delta() * self.keep_at_most),
         )
 
         while current_date <= end_date:
@@ -837,8 +842,16 @@ class RecurringTransaction(models.Model):
             current_date = start_date
             end_date = min(
                 recurring_transaction.end_date
-                or today + (recurring_transaction.get_recurrence_delta() * 6),
-                today + (recurring_transaction.get_recurrence_delta() * 6),
+                or today
+                + (
+                    recurring_transaction.get_recurrence_delta()
+                    * recurring_transaction.keep_at_most
+                ),
+                today
+                + (
+                    recurring_transaction.get_recurrence_delta()
+                    * recurring_transaction.keep_at_most
+                ),
             )
 
             logger.info(f"End date: {end_date}")
@@ -976,3 +989,6 @@ class QuickTransaction(OwnedObject):
 
         self.full_clean()
         super().save(*args, **kwargs)
+
+    def __str__(self):
+        return self.name

app/apps/transactions/tasks.py

@@ -28,23 +28,18 @@ def generate_recurring_transactions(timestamp=None):
 @app.periodic(cron="10 1 * * *")
 @app.task(name="cleanup_deleted_transactions")
 def cleanup_deleted_transactions(timestamp=None):
-    with cachalot_disabled():
-        if settings.ENABLE_SOFT_DELETE and settings.KEEP_DELETED_TRANSACTIONS_FOR == 0:
-            return "KEEP_DELETED_TRANSACTIONS_FOR is 0, no cleanup performed."
+    if settings.ENABLE_SOFT_DELETE and settings.KEEP_DELETED_TRANSACTIONS_FOR == 0:
+        return "KEEP_DELETED_TRANSACTIONS_FOR is 0, no cleanup performed."
 
-        if not settings.ENABLE_SOFT_DELETE:
-            # Hard delete all soft-deleted transactions
-            deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
-            return (
-                f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
-            )
+    if not settings.ENABLE_SOFT_DELETE:
+        # Hard delete all soft-deleted transactions
+        deleted_count, _ = Transaction.userless_deleted_objects.all().hard_delete()
+        return f"Hard deleted {deleted_count} transactions (soft deletion disabled)."
 
-        # Calculate the cutoff date
-        cutoff_date = timezone.now() - timedelta(
-            days=settings.KEEP_DELETED_TRANSACTIONS_FOR
-        )
-
-    invalidate()
+    # Calculate the cutoff date
+    cutoff_date = timezone.now() - timedelta(
+        days=settings.KEEP_DELETED_TRANSACTIONS_FOR
+    )
 
     # Hard delete soft-deleted transactions older than the cutoff date
     old_transactions = Transaction.userless_deleted_objects.filter(

app/apps/transactions/urls.py

@@ -71,6 +71,16 @@ urlpatterns = [
         views.transaction_mute,
         name="transaction_mute",
     ),
+    path(
+        "transaction/<int:transaction_id>/change-month/<str:change_type>/",
+        views.transaction_change_month,
+        name="transaction_change_month",
+    ),
+    path(
+        "transaction/<int:transaction_id>/move-to-today/",
+        views.transaction_move_to_today,
+        name="transaction_move_to_today",
+    ),
     path(
         "transaction/<int:transaction_id>/delete/",
         views.transaction_delete,

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/transactions.py

@@ -1,6 +1,7 @@
 import datetime
 from copy import deepcopy
 
+from dateutil.relativedelta import relativedelta
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.core.paginator import Paginator
@@ -408,6 +409,47 @@ def transaction_mute(request, transaction_id):
     return response
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_change_month(request, transaction_id, change_type):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    if change_type == "next":
+        transaction.reference_date = transaction.reference_date + relativedelta(
+            months=1
+        )
+        transaction.save()
+        transaction_updated.send(sender=transaction)
+    elif change_type == "previous":
+        transaction.reference_date = transaction.reference_date - relativedelta(
+            months=1
+        )
+        transaction.save()
+        transaction_updated.send(sender=transaction)
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def transaction_move_to_today(request, transaction_id):
+    transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+
+    transaction.date = timezone.localdate(timezone.now())
+    transaction.save()
+    transaction_updated.send(sender=transaction)
+
+    return HttpResponse(
+        status=204,
+        headers={"HX-Trigger": "updated"},
+    )
+
+
 @login_required
 @require_http_methods(["GET"])
 def transaction_all_index(request):

app/apps/users/forms.py

@@ -45,7 +45,7 @@ class LoginForm(AuthenticationForm):
         self.helper.layout = Layout(
             "username",
             "password",
-            Submit("Submit", "Login"),
+            Submit("Submit", "Login", css_class="btn btn-primary w-100"),
         )
 
 

app/apps/users/urls.py

@@ -4,6 +4,7 @@ from . import views
 
 urlpatterns = [
     path("", views.index, name="index"),
+    path("setup/", views.setup, name="setup"),
     path("login/", views.UserLoginView.as_view(), name="login"),
     # path("login/fallback/", views.UserLoginView.as_view(), name="fallback_login"),
     path("logout/", views.logout_view, name="logout"),

app/apps/users/views.py

@@ -21,6 +21,8 @@ from apps.users.forms import (
 )
 from apps.users.models import UserSettings
 from apps.common.decorators.demo import disabled_on_demo
+from apps.currencies.models import Currency
+from apps.accounts.models import Account
 
 
 def logout_view(request):
@@ -48,6 +50,28 @@ def index(request):
         return redirect(reverse("monthly_index"))
 
 
+@login_required
+def setup(request):
+    has_currency = Currency.objects.exists()
+    has_account = Account.objects.exists()
+    # return render(
+    #     request,
+    #     "users/setup/setup.html",
+    #     {"has_currency": has_currency, "has_account": has_account},
+    # )
+    if not has_currency or not has_account:
+        return render(
+            request,
+            "users/setup/setup.html",
+            {"has_currency": has_currency, "has_account": has_account},
+        )
+    else:
+        return HttpResponse(
+            status=200,
+            headers={"HX-Reswap": "delete"},
+        )
+
+
 class UserLoginView(LoginView):
     form_class = LoginForm
     template_name = "users/login.html"

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",
         },
     )
 
@@ -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",
         },
     )
 

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

@@ -120,8 +120,8 @@
         <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 tw:group-hover/transaction:visible d-flex flex-row card">
-            <div class="card-body p-1 shadow-lg">
+              class="transaction-actions tw:absolute! tw:right-[15px] tw:top-[50%] tw:md:right-auto tw:md:left-1/2 tw:md:top-0 tw:md:-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 d-flex flex-column flex-md-row gap-1">
               {% if not transaction.deleted %}
                 <a class="btn btn-secondary btn-sm transaction-action"
                    role="button"
@@ -145,7 +145,7 @@
                 <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">
+                <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
                   {% if transaction.category.mute %}
                   <li>
                     <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
@@ -163,6 +163,10 @@
                   {% 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_change_month' transaction_id=transaction.id change_type='previous' %}"><i class="fa-solid fa-calendar-minus fa-fw me-2"></i>{% translate 'Move to previous month' %}</a></li>
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_change_month' transaction_id=transaction.id change_type='next' %}"><i class="fa-solid fa-calendar-plus fa-fw me-2"></i>{% translate 'Move to next month' %}</a></li>
+                  <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_move_to_today' transaction_id=transaction.id %}"><i class="fa-solid fa-calendar-day fa-fw me-2"></i>{% translate 'Move to today' %}</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 %}

app/templates/cotton/ui/transactions_action_bar.html

@@ -17,14 +17,14 @@
             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">
@@ -53,7 +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>
 
@@ -144,7 +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-dvh">
+        <div class="tw:h-dvh 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 +28,33 @@
 </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 class="container" hx-get="{% url 'setup' %}" hx-trigger="load, updated from:window"></div>
 
-  {% include 'includes/offcanvas.html' %}
-  {% include 'includes/toasts.html' %}
+    <div id="content">
+      {% block content %}{% endblock %}
+    </div>
+
+    {% include 'includes/offcanvas.html' %}
+    {% include 'includes/toasts.html' %}
+  </main>
 </div>
 
 {% include 'includes/tools/calculator.html' %}

app/templates/net_worth/net_worth.html

@@ -9,7 +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" class="show-loading" hx-get="" hx-target="body">
+  <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">

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"
@@ -98,9 +107,9 @@
                  hx-include="#filter">
             </div>
           </div>
+        </div>
       </div>
     </div>
   </div>
-</div>
-<c-ui.transactions_fab></c-ui.transactions_fab>
+  <c-ui.transactions_fab></c-ui.transactions_fab>
 {% endblock %}

app/templates/users/setup/setup.html

@@ -0,0 +1,68 @@
+{% load i18n %}
+<div class="card shadow-sm rounded-3">
+        <div class="card-header border-bottom-0 pt-4 px-4">
+            <h5 class="card-title fw-bold"><i class="fas fa-rocket me-2"></i>Let's Get You Set Up</h5>
+        </div>
+        <div class="card-body p-4">
+            <!-- Explanation Text -->
+            <div class="alert alert-info border-0" role="alert">
+                <div class="d-flex align-items-center">
+                    <i class="fas fa-info-circle fa-lg me-3"></i>
+                    <div>
+                        Welcome to <strong>WYGIWYH</strong>! To get started, you need to configure a currency and create your first account. This will establish the foundation for managing your finances.
+                    </div>
+                </div>
+            </div>
+
+            <!-- Task Lists -->
+            <div class="mt-4 border rounded-3 overflow-hidden">
+                <!-- Required Section -->
+                <div class="p-3 text-bg-secondary text-muted text-uppercase fw-bold small">Required Steps</div>
+                <ul class="list-group list-group-flush">
+                    <!-- Task 1: Create Currency -->
+                    <li class="list-group-item d-flex justify-content-between align-items-center p-3">
+                        <div class="d-flex align-items-center">
+                            <i class="fa-regular fa-circle{% if has_currency %}-check{% endif %} fa-fw text-primary me-3"></i>
+                            <span class="fw-medium {% if has_currency %}tw:line-through{% endif %}">{% trans 'Add' %} {% trans 'Currency' %}</span>
+                        </div>
+                        <a href="#" class="btn btn-primary btn-sm"
+                           role="button"
+                           hx-get="{% url 'currency_add' %}"
+                           hx-target="#generic-offcanvas">{% trans 'Add' %} <i class="fas fa-arrow-right ms-1"></i></a>
+                    </li>
+                    <!-- Task 2: Create Account -->
+                    <li class="list-group-item d-flex justify-content-between align-items-center p-3">
+                        <div class="d-flex align-items-center">
+                            <i class="fa-regular fa-circle{% if has_account %}-check{% endif %} fa-fw text-primary me-3"></i>
+                            <span class="fw-medium {% if has_account %}tw:line-through{% endif %}">{% trans 'Add' %} {% trans 'Account' %}</span>
+                        </div>
+                        <a class="btn btn-primary btn-sm"
+                           role="button"
+                           hx-get="{% url 'account_add' %}"
+                           hx-target="#generic-offcanvas">{% trans 'Add' %} <i class="fas fa-arrow-right ms-1"></i></a>
+                    </li>
+                </ul>
+
+                <!-- Optional Section -->
+                <div class="p-3 text-bg-secondary text-muted text-uppercase fw-bold small border-top">Optional Steps</div>
+                <ul class="list-group list-group-flush">
+                    <!-- Task 3: Import Data -->
+                    <li class="list-group-item d-flex justify-content-between align-items-center p-3">
+                        <div class="d-flex align-items-center">
+                            <i class="fas fa-upload fa-fw text-secondary me-3"></i>
+                            <span class="fw-medium">Import data from another app</span>
+                        </div>
+                        <a href="#" class="btn btn-outline-secondary btn-sm">Import</a>
+                    </li>
+                    <!-- Task 4: Invite Team -->
+                    <li class="list-group-item d-flex justify-content-between align-items-center p-3">
+                        <div class="d-flex align-items-center">
+                            <i class="fas fa-user-plus fa-fw text-secondary me-3"></i>
+                            <span class="fw-medium">Invite team members</span>
+                        </div>
+                        <a href="#" class="btn btn-outline-secondary btn-sm">Invite</a>
+                    </li>
+                </ul>
+            </div>
+        </div>
+    </div>

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, every 10m"
+             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, every 10m"
+             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