Merge pull request #344

fix(sidebar): sidebar status not saving properly

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

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

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

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

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

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

app/apps/accounts/models.py

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

app/apps/accounts/urls.py

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

app/apps/accounts/views/accounts.py

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

app/apps/api/serializers/transactions.py

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

app/apps/common/admin.py

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

app/apps/common/apps.py

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

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

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

app/apps/common/functions/format.py

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

app/apps/common/models.py

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

app/apps/common/procrastinate.py

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

app/apps/common/tasks.py

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

app/apps/common/templatetags/cache_access.py

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

app/apps/common/views.py

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

app/apps/common/widgets/decimal.py

@@ -35,8 +35,7 @@ class ArbitraryDecimalDisplayNumberInput(forms.TextInput):
         self.attrs.update(
             {
                 "x-data": "",
-                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', "
-                f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
+                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
                 "x-on:keyup": "$el.dispatchEvent(new Event('input'))",
             }
         )

app/apps/currencies/exchange_rates/fetcher.py

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

app/apps/currencies/exchange_rates/providers.py

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

app/apps/currencies/forms.py

@@ -114,6 +114,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "fetch_interval",
             "target_currencies",
             "target_accounts",
+            "singleton",
         ]
 
     def __init__(self, *args, **kwargs):
@@ -126,6 +127,7 @@ class ExchangeRateServiceForm(forms.ModelForm):
             "name",
             "service_type",
             Switch("is_active"),
+            Switch("singleton"),
             "api_key",
             Row(
                 Column("interval_type", css_class="form-group col-md-6"),

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

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

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

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

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

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

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

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

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

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

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

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

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

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

app/apps/currencies/models.py

@@ -70,6 +70,8 @@ class ExchangeRate(models.Model):
     )
     date = models.DateTimeField(verbose_name=_("Date and Time"))
 
+    automatic = models.BooleanField(verbose_name=_("Auto"), default=False)
+
     class Meta:
         verbose_name = _("Exchange Rate")
         verbose_name_plural = _("Exchange Rates")
@@ -92,11 +94,12 @@ class ExchangeRateService(models.Model):
     """Configuration for exchange rate services"""
 
     class ServiceType(models.TextChoices):
-        SYNTH_FINANCE = "synth_finance", "Synth Finance"
-        SYNTH_FINANCE_STOCK = "synth_finance_stock", "Synth Finance Stock"
         COINGECKO_FREE = "coingecko_free", "CoinGecko (Demo/Free)"
         COINGECKO_PRO = "coingecko_pro", "CoinGecko (Pro)"
         TRANSITIVE = "transitive", "Transitive (Calculated from Existing Rates)"
+        FRANKFURTER = "frankfurter", "Frankfurter"
+        TWELVEDATA = "twelvedata", "TwelveData"
+        TWELVEDATA_MARKETS = "twelvedatamarkets", "TwelveData Markets"
 
     class IntervalType(models.TextChoices):
         ON = "on", _("On")
@@ -148,6 +151,14 @@ class ExchangeRateService(models.Model):
         blank=True,
     )
 
+    singleton = models.BooleanField(
+        verbose_name=_("Single exchange rate"),
+        default=False,
+        help_text=_(
+            "Create one exchange rate and keep updating it. Avoids database clutter."
+        ),
+    )
+
     class Meta:
         verbose_name = _("Exchange Rate Service")
         verbose_name_plural = _("Exchange Rate Services")

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

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

app/apps/insights/utils/category_overview.py

@@ -9,7 +9,9 @@ from apps.currencies.models import Currency
 from apps.currencies.utils.convert import convert
 
 
-def get_categories_totals(transactions_queryset, ignore_empty=False):
+def get_categories_totals(
+    transactions_queryset, ignore_empty=False, show_entities=False
+):
     # First get the category totals as before
     category_currency_metrics = (
         transactions_queryset.values(
@@ -240,6 +242,7 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
                 result[category_id]["tags"][tag_key] = {
                     "name": tag_name,
                     "currencies": {},
+                    "entities": {},
                 }
 
             currency_id = tag_metric["account__currency"]
@@ -319,4 +322,173 @@ def get_categories_totals(transactions_queryset, ignore_empty=False):
                 currency_id
             ] = tag_currency_data
 
+    if show_entities:
+        entity_metrics = transactions_queryset.values(
+            "category",
+            "tags",
+            "entities",
+            "entities__name",
+            "account__currency",
+            "account__currency__code",
+            "account__currency__name",
+            "account__currency__decimal_places",
+            "account__currency__prefix",
+            "account__currency__suffix",
+            "account__currency__exchange_currency",
+        ).annotate(
+            expense_current=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=True, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            expense_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.EXPENSE, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_current=Coalesce(
+                Sum(
+                    Case(
+                        When(type=Transaction.Type.INCOME, is_paid=True, then="amount"),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+            income_projected=Coalesce(
+                Sum(
+                    Case(
+                        When(
+                            type=Transaction.Type.INCOME, is_paid=False, then="amount"
+                        ),
+                        default=Value(0),
+                        output_field=models.DecimalField(),
+                    )
+                ),
+                Decimal("0"),
+            ),
+        )
+
+        for entity_metric in entity_metrics:
+            category_id = entity_metric["category"]
+            tag_id = entity_metric["tags"]
+            entity_id = entity_metric["entities"]
+
+            if not entity_id:
+                continue
+
+            if category_id in result:
+                tag_key = tag_id if tag_id is not None else "untagged"
+                if tag_key in result[category_id]["tags"]:
+                    entity_key = entity_id
+                    entity_name = entity_metric["entities__name"]
+
+                    if "entities" not in result[category_id]["tags"][tag_key]:
+                        result[category_id]["tags"][tag_key]["entities"] = {}
+
+                    if (
+                        entity_key
+                        not in result[category_id]["tags"][tag_key]["entities"]
+                    ):
+                        result[category_id]["tags"][tag_key]["entities"][entity_key] = {
+                            "name": entity_name,
+                            "currencies": {},
+                        }
+
+                    currency_id = entity_metric["account__currency"]
+
+                    entity_total_current = (
+                        entity_metric["income_current"]
+                        - entity_metric["expense_current"]
+                    )
+                    entity_total_projected = (
+                        entity_metric["income_projected"]
+                        - entity_metric["expense_projected"]
+                    )
+                    entity_total_income = (
+                        entity_metric["income_current"]
+                        + entity_metric["income_projected"]
+                    )
+                    entity_total_expense = (
+                        entity_metric["expense_current"]
+                        + entity_metric["expense_projected"]
+                    )
+                    entity_total_final = entity_total_current + entity_total_projected
+
+                    entity_currency_data = {
+                        "currency": {
+                            "code": entity_metric["account__currency__code"],
+                            "name": entity_metric["account__currency__name"],
+                            "decimal_places": entity_metric[
+                                "account__currency__decimal_places"
+                            ],
+                            "prefix": entity_metric["account__currency__prefix"],
+                            "suffix": entity_metric["account__currency__suffix"],
+                        },
+                        "expense_current": entity_metric["expense_current"],
+                        "expense_projected": entity_metric["expense_projected"],
+                        "total_expense": entity_total_expense,
+                        "income_current": entity_metric["income_current"],
+                        "income_projected": entity_metric["income_projected"],
+                        "total_income": entity_total_income,
+                        "total_current": entity_total_current,
+                        "total_projected": entity_total_projected,
+                        "total_final": entity_total_final,
+                    }
+
+                    if entity_metric["account__currency__exchange_currency"]:
+                        from_currency = Currency.objects.get(id=currency_id)
+                        exchange_currency = Currency.objects.get(
+                            id=entity_metric["account__currency__exchange_currency"]
+                        )
+
+                        exchanged = {}
+                        for field in [
+                            "expense_current",
+                            "expense_projected",
+                            "income_current",
+                            "income_projected",
+                            "total_income",
+                            "total_expense",
+                            "total_current",
+                            "total_projected",
+                            "total_final",
+                        ]:
+                            amount, prefix, suffix, decimal_places = convert(
+                                amount=entity_currency_data[field],
+                                from_currency=from_currency,
+                                to_currency=exchange_currency,
+                            )
+                            if amount is not None:
+                                exchanged[field] = amount
+                                if "currency" not in exchanged:
+                                    exchanged["currency"] = {
+                                        "prefix": prefix,
+                                        "suffix": suffix,
+                                        "decimal_places": decimal_places,
+                                        "code": exchange_currency.code,
+                                        "name": exchange_currency.name,
+                                    }
+                        if exchanged:
+                            entity_currency_data["exchanged"] = exchanged
+
+                    result[category_id]["tags"][tag_key]["entities"][entity_key][
+                        "currencies"
+                    ][currency_id] = entity_currency_data
+
     return result

app/apps/insights/utils/transactions.py

@@ -13,7 +13,9 @@ from apps.insights.forms import (
 )
 
 
-def get_transactions(request, include_unpaid=True, include_silent=False):
+def get_transactions(
+    request, include_unpaid=True, include_silent=False, include_untracked_accounts=False
+):
     transactions = Transaction.objects.all()
 
     filter_type = request.GET.get("type", None)
@@ -95,4 +97,9 @@ def get_transactions(request, include_unpaid=True, include_silent=False):
             Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
         )
 
+    if not include_untracked_accounts:
+        transactions = transactions.exclude(
+            account__in=request.user.untracked_accounts.all()
+        )
+
     return transactions

app/apps/insights/views.py

@@ -74,7 +74,7 @@ def index(request):
 def sankey_by_account(request):
     # Get filtered transactions
 
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_untracked_accounts=True)
 
     # Generate Sankey data
     sankey_data = generate_sankey_data_by_account(transactions)
@@ -180,6 +180,14 @@ def category_overview(request):
     else:
         show_tags = request.session.get("insights_category_explorer_show_tags", True)
 
+    if "show_entities" in request.GET:
+        show_entities = request.GET["show_entities"] == "on"
+        request.session["insights_category_explorer_show_entities"] = show_entities
+    else:
+        show_entities = request.session.get(
+            "insights_category_explorer_show_entities", False
+        )
+
     if "showing" in request.GET:
         showing = request.GET["showing"]
         request.session["insights_category_explorer_showing"] = showing
@@ -190,7 +198,9 @@ def category_overview(request):
     transactions = get_transactions(request, include_silent=True)
 
     total_table = get_categories_totals(
-        transactions_queryset=transactions, ignore_empty=False
+        transactions_queryset=transactions,
+        ignore_empty=False,
+        show_entities=show_entities,
     )
 
     return render(
@@ -200,6 +210,7 @@ def category_overview(request):
             "total_table": total_table,
             "view_type": view_type,
             "show_tags": show_tags,
+            "show_entities": show_entities,
             "showing": showing,
         },
     )
@@ -239,10 +250,14 @@ def late_transactions(request):
 @login_required
 @require_http_methods(["GET"])
 def emergency_fund(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        is_paid=True, account__is_archived=False, account__is_asset=False
-    ).order_by(
-        "account__currency__name",
+    transactions_currency_queryset = (
+        Transaction.objects.filter(
+            is_paid=True, account__is_archived=False, account__is_asset=False
+        )
+        .exclude(account__in=request.user.untracked_accounts.all())
+        .order_by(
+            "account__currency__name",
+        )
     )
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, ignore_empty=False
@@ -262,6 +277,7 @@ def emergency_fund(request):
             category__mute=False,
             mute=False,
         )
+        .exclude(account__in=request.user.untracked_accounts.all())
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))
     )

app/apps/monthly_overview/views.py

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

app/apps/net_worth/urls.py

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

app/apps/net_worth/views.py

@@ -2,7 +2,7 @@ import json
 
 from django.contrib.auth.decorators import login_required
 from django.core.serializers.json import DjangoJSONEncoder
-from django.shortcuts import render
+from django.shortcuts import render, redirect
 from django.views.decorators.http import require_http_methods
 
 from apps.net_worth.utils.calculate_net_worth import (
@@ -18,18 +18,41 @@ from apps.transactions.utils.calculations import (
 
 @login_required
 @require_http_methods(["GET"])
-def net_worth_current(request):
-    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:
+        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",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+        )
+        transactions_account_queryset = Transaction.objects.filter(
+            is_paid=True, account__is_archived=False
+        ).order_by(
+            "account__group__name",
+            "account__name",
+        )
+    else:
+        transactions_currency_queryset = (
+            Transaction.objects.filter(account__is_archived=False)
+            .order_by(
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
+        )
+        transactions_account_queryset = Transaction.objects.filter(
+            account__is_archived=False
+        ).order_by(
+            "account__group__name",
+            "account__name",
+        )
 
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, deep_search=True
@@ -116,111 +139,22 @@ def net_worth_current(request):
             "currencies": currencies,
             "chart_data_accounts_json": chart_data_accounts_json,
             "accounts": accounts,
-            "type": "current",
+            "type": view_type,
         },
     )
 
 
+@login_required
+@require_http_methods(["GET"])
+def net_worth_current(request):
+    request.session["networth_view_type"] = "current"
+
+    return redirect("net_worth")
+
+
 @login_required
 @require_http_methods(["GET"])
 def net_worth_projected(request):
-    transactions_currency_queryset = Transaction.objects.filter(
-        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/filters.py

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

app/apps/transactions/forms.py

@@ -1,5 +1,5 @@
 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,
@@ -963,6 +963,7 @@ class RecurringTransactionForm(forms.ModelForm):
             "notes",
             "add_notes_to_transaction",
             "entities",
+            "keep_at_most",
         ]
         widgets = {
             "reference_date": AirMonthYearPickerInput(),
@@ -1042,6 +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()
@@ -1083,5 +1085,6 @@ class RecurringTransactionForm(forms.ModelForm):
             instance.create_upcoming_transactions()
         else:
             instance.update_unpaid_transactions()
+            instance.generate_upcoming_transactions()
 
         return instance

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):
@@ -547,7 +589,10 @@ def transaction_all_currency_summary(request):
 
     f = TransactionsFilter(request.GET, queryset=transactions)
 
-    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_data = calculate_currency_totals(
+        f.qs.exclude(account__in=request.user.untracked_accounts.all()),
+        ignore_empty=True,
+    )
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {

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"),
         )
 
 
@@ -89,6 +89,8 @@ class UserSettingsForm(forms.ModelForm):
         ("AA", _("Default")),
         ("DC", "1.234,50"),
         ("CD", "1,234.50"),
+        ("SD", "1 234.50"),
+        ("SC", "1 234,50"),
     ]
 
     date_format = forms.ChoiceField(

app/apps/users/urls.py

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

app/apps/users/views.py

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

app/apps/yearly_overview/urls.py

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

app/apps/yearly_overview/views.py

@@ -16,6 +16,22 @@ from apps.transactions.utils.calculations import (
 )
 
 
+@login_required
+def index(request):
+    if "view_type" in request.GET:
+        view_type = request.GET["view_type"]
+        request.session["yearly_view_type"] = view_type
+    else:
+        view_type = request.session.get("yearly_view_type", "currency")
+
+    now = timezone.localdate(timezone.now())
+
+    if view_type == "currency":
+        return redirect(to="yearly_overview_currency", year=now.year)
+    else:
+        return redirect(to="yearly_overview_account", year=now.year)
+
+
 @login_required
 def index_by_currency(request):
     now = timezone.localdate(timezone.now())
@@ -32,6 +48,8 @@ def index_by_account(request):
 
 @login_required
 def index_yearly_overview_by_currency(request, year: int):
+    request.session["yearly_view_type"] = "currency"
+
     next_year = year + 1
     previous_year = year - 1
 
@@ -49,6 +67,7 @@ def index_yearly_overview_by_currency(request, year: int):
             "previous_year": previous_year,
             "months": month_options,
             "currencies": currency_options,
+            "type": "currency",
         },
     )
 
@@ -76,6 +95,7 @@ def yearly_overview_by_currency(request, year: int):
     transactions = (
         Transaction.objects.filter(**filter_params)
         .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
         .order_by("account__currency__name")
     )
 
@@ -95,6 +115,7 @@ def yearly_overview_by_currency(request, year: int):
 
 @login_required
 def index_yearly_overview_by_account(request, year: int):
+    request.session["yearly_view_type"] = "account"
     next_year = year + 1
     previous_year = year - 1
 
@@ -115,6 +136,7 @@ def index_yearly_overview_by_account(request, year: int):
             "previous_year": previous_year,
             "months": month_options,
             "accounts": account_options,
+            "type": "account",
         },
     )
 

app/templates/accounts/fragments/list.html

@@ -71,6 +71,17 @@
                  hx-get="{% url 'account_share_settings' pk=account.id %}">
                 <i class="fa-solid fa-share fa-fw"></i></a>
                 {% endif %}
+                <a class="btn btn-secondary btn-sm"
+                   role="button"
+                   hx-get="{% url 'account_toggle_untracked' pk=account.id %}"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% if account.is_untracked_by %}{% translate "Track" %}{% else %}{% translate "Untrack" %}{% endif %}">
+                  {% if account.is_untracked_by %}
+                    <i class="fa-solid fa-eye fa-fw"></i>
+                  {% else %}
+                    <i class="fa-solid fa-eye-slash fa-fw"></i>
+                  {% endif %}
+                </a>
               </div>
             </td>
             <td class="col">{{ account.name }}</td>

app/templates/common/fragments/month_year_picker.html

@@ -5,47 +5,51 @@
 {% block title %}{% translate 'Pick a month' %}{% endblock %}
 
 {% block body %}
-{% regroup month_year_data by year as years_list %}
+  {% regroup month_year_data by year as years_list %}
 
-<ul class="nav nav-pills nav-fill" id="yearTabs" role="tablist">
-  {% for x in years_list %}
-  <li class="nav-item" role="presentation">
-    <button class="nav-link{% if x.grouper == current_year %} active{% endif %}"
-            id="{{ x.grouper }}"
-            data-bs-toggle="tab"
-            data-bs-target="#{{ x.grouper }}-pane"
-            type="button"
-            role="tab"
-            aria-controls="{{ x.grouper }}-pane"
-            aria-selected="{% if x.grouper == current_year %}true{% else %}false{% endif %}">
-      {{ x.grouper }}
-    </button>
-  </li>
-  {% endfor %}
-</ul>
-<div class="tab-content" id="yearTabsContent" hx-boost="true">
-  {% for x in years_list %}
-  <div class="tab-pane fade{% if x.grouper == current_year %} show active{% endif %} mt-2"
-       id="{{ x.grouper }}-pane"
-       role="tabpanel"
-       aria-labelledby="{{ x.grouper }}"
-       tabindex="0">
-    <ul class="list-group list-group-flush" id="month-year-list">
-      {% for month_data in x.list %}
-      <li class="list-group-item tw:hover:bg-zinc-900
-            {% if month_data.month == current_month and month_data.year == current_year %} disabled bg-primary{% endif %}"
-          {% if month_data.month == current_month and month_data.year == current_year %}aria-disabled="true"{% endif %}>
-        <div class="d-flex justify-content-between">
-          <a class="text-decoration-none stretched-link {% if month_data.month == current_month and month_data.year == current_year %} text-black{% endif %}"
-           href={{ month_data.url }}>
-            {{ month_data.month|month_name }}</a>
-          <span class="badge text-bg-secondary">{{ month_data.transaction_count }}</span>
-        </div>
-          
+  <ul class="nav nav-pills nav-fill" id="yearTabs" role="tablist">
+    {% for x in years_list %}
+      <li class="nav-item" role="presentation">
+        <button class="nav-link{% if x.grouper == current_year %} active{% endif %}"
+                id="{{ x.grouper }}"
+                data-bs-toggle="tab"
+                data-bs-target="#{{ x.grouper }}-pane"
+                type="button"
+                role="tab"
+                aria-controls="{{ x.grouper }}-pane"
+                aria-selected="{% if x.grouper == current_year %}true{% else %}false{% endif %}">
+          {{ x.grouper }}
+        </button>
       </li>
-      {% endfor %}
-    </ul>
+    {% endfor %}
+  </ul>
+  <div class="tab-content" id="yearTabsContent" hx-boost="true">
+    {% for x in years_list %}
+      <div class="tab-pane fade{% if x.grouper == current_year %} show active{% endif %} mt-2"
+           id="{{ x.grouper }}-pane"
+           role="tabpanel"
+           aria-labelledby="{{ x.grouper }}"
+           tabindex="0">
+        <ul class="list-group list-group-flush" id="month-year-list">
+          {% for month_data in x.list %}
+            <li class="list-group-item tw:hover:bg-zinc-900
+            {% if month_data.month == current_month and month_data.year == current_year %} disabled bg-primary{% endif %}"
+                {% if month_data.month == current_month and month_data.year == current_year %}aria-disabled="true"{% endif %}>
+              <div class="d-flex justify-content-between">
+                <a class="text-decoration-none stretched-link {% if month_data.month == current_month and month_data.year == current_year %} text-black{% endif %}"
+                   href={{ month_data.url }}>
+                  {{ month_data.month|month_name }}</a>
+                <span class="badge text-bg-secondary">{{ month_data.transaction_count }}</span>
+              </div>
+
+            </li>
+          {% endfor %}
+        </ul>
+      </div>
+    {% endfor %}
+  </div>
+  <hr>
+  <div class="w-full text-end">
+    <a class="btn btn-outline-primary btn-sm" href="{{ today_url }}" role="button" hx-boost="true">{% trans 'Today' %}</a>
   </div>
-  {% endfor %}
-</div>
 {% endblock %}

app/templates/common/placeholder.html

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

app/templates/cotton/components/sidebar_menu_collapsible_header.html

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

app/templates/cotton/components/sidebar_menu_header.html

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

app/templates/cotton/components/sidebar_menu_item.html

@@ -0,0 +1,14 @@
+{% load active_link %}
+<li>
+  <a href="{% url url %}"
+     class="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: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: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: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

@@ -33,7 +33,7 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12 {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg col-12 {% if transaction.account.is_untracked_by or 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>
@@ -91,7 +91,7 @@
             {% endwith %}
           </div>
         </div>
-        <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="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or 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"
@@ -121,7 +121,7 @@
           {#      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">
+            <div class="card-body p-1 shadow-lg d-flex flex-row gap-1">
               {% if not transaction.deleted %}
                 <a class="btn btn-secondary btn-sm transaction-action"
                    role="button"
@@ -145,17 +145,27 @@
                 <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>
+                <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
+                  {% if transaction.account.is_untracked_by %}
+                    <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 account' %}</div>
+                        </div>
+                      </a>
+                    </li>
+                  {% elif 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 %}
@@ -163,6 +173,10 @@
                   {% 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/export_app/fragments/export.html

@@ -6,7 +6,7 @@
 
 {% block body %}
   <div class="container p-3">
-    <form method="post" action="{% url 'export_form' %}" id="export-form" class="show-loading px-1" _="on submit trigger hide_offcanvas" target="_blank">
+    <form hx-post="{% url 'export_form' %}" hx-ext="htmx-download" hx-swap="none" id="export-form" class="show-loading px-1" target="_blank">
       {% crispy form %}
     </form>
   </div>

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/scripts/hyperscript/tooltip.html

@@ -11,7 +11,7 @@ init
 end
 
 on htmx:afterSettle
-  call initTooltips(event.detail.target)
+  call initTooltips(body)
 end
   
 on tooltips

app/templates/includes/sidebar.html

@@ -0,0 +1,320 @@
+{% load active_link %}
+{% load cache_access %}
+{% load settings %}
+{% load i18n %}
+{% load static %}
+
+<div
+    class="sidebar {% if request.session.sidebar_status == 'floating' %}tw:group sidebar-floating{% elif request.session.sidebar_status == 'fixed' %}sidebar-fixed{% else %}tw:group sidebar-floating{% endif %}"
+    id="sidebar-container">
+  <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">
+
+{#    <div>#}
+{#      <a href="{% url 'index' %}" class="d-none d-lg-flex tw:justify-start p-3 text-decoration-none sidebar-title">#}
+{#        <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="30" width="30" title="WYGIWYH"/>#}
+{#        <span class="fs-4 fw-bold ms-3">WYGIWYH</span>#}
+{#      </a>#}
+{##}
+{##}
+{#    </div>#}
+
+    <div class="d-none d-lg-flex tw:justify-between tw:items-center tw:border-b tw:border-gray-600 tw:lg:flex">
+      <a href="{% url 'index' %}" class="m-0 d-none d-lg-flex tw:justify-start p-3 text-decoration-none sidebar-title">
+        <img src="{% static 'img/logo-icon.svg' %}" alt="WYGIWYH Logo" height="30" width="30" title="WYGIWYH"/>
+        <span class="fs-4 fw-bold ms-3">WYGIWYH</span>
+      </a>
+
+      <button
+          id="sidebar-toggle-btn"
+          class="text-secondary-emphasis tw:rounded-full tw:w-12 tw:h-12 tw:flex tw:items-center tw:justify-center tw:transition-all tw:duration-300"
+          hx-get="{% url 'toggle_sidebar_status' %}"
+          _="on click
+           toggle .sidebar-floating on #sidebar-container
+           toggle .tw\:group on #sidebar-container
+           toggle .sidebar-fixed on #sidebar-container
+        end
+      "
+      >
+        <i class="fa-solid fa-thumbtack fa-sm"></i>
+        <i class="fa-solid fa-thumbtack-slash fa-sm"></i>
+      </button>
+    </div>
+
+    <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">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: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="sidebar-menu-item 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: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:max-h-dvh">
+        <div class="tw:h-dvh tw:backdrop-blur-3xl tw:flex tw:flex-col">
+          <div
+              class="tw:justify-between tw:items-center tw:p-4 tw:border-b tw:border-gray-600 sidebar-submenu-header">
+            <h5 class="tw:text-lg tw:font-semibold tw:text-gray-800 m-0">
+              {% trans 'Management' %}
+            </h5>
+
+            <button type="button" class="btn-close" 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:lg:group-hover:animate-[disable-pointer-events] tw:flex-1"
+              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 sidebar-item" 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-decoration-none justify-content-between">
+
+        <div class="d-flex align-items-center" style="min-width: 0;">
+          <i class="fa-solid fa-circle-user text-body-secondary"></i>
+
+          <strong class="mx-2 text-body-secondary text-truncate sidebar-invisible">
+            {{ user.email }}
+          </strong>
+        </div>
+
+        <div class="sidebar-invisible">
+          {% 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

@@ -1,7 +1,7 @@
 {% load i18n %}
 
 <div hx-get="{% url 'category_overview' %}" hx-trigger="updated from:window" class="show-loading" hx-swap="outerHTML"
-     hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing">
+     hx-include="#picker-form, #picker-type, #view-type, #show-tags, #showing, #show-entities">
   <div class="h-100 text-center mb-4">
     <div class="btn-group gap-3" role="group" id="view-type" _="on change trigger updated">
       <input type="radio" class="btn-check"
@@ -25,19 +25,34 @@
     </div>
   </div>
   <div class="mt-3 mb-1 d-flex flex-column flex-md-row justify-content-between">
-    <div class="form-check form-switch" id="show-tags">
+    <div class="d-flex gap-4">
       {% if view_type == 'table' %}
-        <input type="hidden" name="show_tags" value="off">
-        <input class="form-check-input" type="checkbox" role="switch" id="show-tags-switch" name="show_tags"
-               _="on change trigger updated" {% if show_tags %}checked{% endif %}>
-        {% spaceless %}
-          <label class="form-check-label" for="show-tags-switch">
-            {% trans 'Tags' %}
-          </label>
-          <c-ui.help-icon
-              content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
-              icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
-        {% endspaceless %}
+        <div class="form-check form-switch" id="show-tags">
+          <input type="hidden" name="show_tags" value="off">
+          <input class="form-check-input" type="checkbox" role="switch" id="show-tags-switch" name="show_tags"
+                 _="on change trigger updated" {% if show_tags %}checked{% endif %}>
+          {% spaceless %}
+            <label class="form-check-label" for="show-tags-switch">
+              {% trans 'Tags' %}
+            </label>
+            <c-ui.help-icon
+                content="{% trans 'Transaction amounts associated with multiple tags will be counted once for each tag' %}"
+                icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
+          {% endspaceless %}
+        </div>
+        <div class="form-check form-switch" id="show-entities" {% if not show_tags %}style="display: none;"{% endif %}>
+          <input type="hidden" name="show_entities" value="off">
+          <input class="form-check-input" type="checkbox" role="switch" id="show-entities-switch" name="show_entities"
+                 _="on change trigger updated" {% if show_entities %}checked{% endif %}>
+          {% spaceless %}
+            <label class="form-check-label" for="show-entities-switch">
+              {% trans 'Entities' %}
+            </label>
+            <c-ui.help-icon
+                content="{% trans 'Transaction amounts associated with multiple tags and entities will be counted once for each tag' %}"
+                icon="fa-solid fa-circle-exclamation"></c-ui.help-icon>
+          {% endspaceless %}
+        </div>
       {% endif %}
     </div>
     <div class="btn-group btn-group-sm" role="group" id="showing" _="on change trigger updated">
@@ -250,6 +265,100 @@
                       {% endfor %}
                     </td>
                   </tr>
+                  <!-- Entity rows -->
+                  {% if show_entities %}
+                    {% for entity_id, entity in tag.entities.items %}
+                      <tr class="table-row-nested-2">
+                        <td class="ps-5">
+                          <i class="fa-solid fa-user-group fa-fw me-2 text-muted"></i>{{ entity.name }}
+                        </td>
+                        <td>
+                          {% for currency in entity.currencies.values %}
+                            {% if showing == 'current' and currency.income_current != 0 %}
+                              <c-amount.display
+                                  :amount="currency.income_current"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="green"></c-amount.display>
+                            {% elif showing == 'projected' and currency.income_projected != 0 %}
+                              <c-amount.display
+                                  :amount="currency.income_projected"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="green"></c-amount.display>
+                            {% elif showing == 'final' and currency.total_income != 0 %}
+                              <c-amount.display
+                                  :amount="currency.total_income"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="green"></c-amount.display>
+                            {% else %}
+                              <div>-</div>
+                            {% endif %}
+                          {% endfor %}
+                        </td>
+                        <td>
+                          {% for currency in entity.currencies.values %}
+                            {% if showing == 'current' and currency.expense_current != 0 %}
+                              <c-amount.display
+                                  :amount="currency.expense_current"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="red"></c-amount.display>
+                            {% elif showing == 'projected' and currency.expense_projected != 0 %}
+                              <c-amount.display
+                                  :amount="currency.expense_projected"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="red"></c-amount.display>
+                            {% elif showing == 'final' and currency.total_expense != 0 %}
+                              <c-amount.display
+                                  :amount="currency.total_expense"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="red"></c-amount.display>
+                            {% else %}
+                              <div>-</div>
+                            {% endif %}
+                          {% endfor %}
+                        </td>
+                        <td>
+                          {% for currency in entity.currencies.values %}
+                            {% if showing == 'current' and currency.total_current != 0 %}
+                              <c-amount.display
+                                  :amount="currency.total_current"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                            {% elif showing == 'projected' and currency.total_projected != 0 %}
+                              <c-amount.display
+                                  :amount="currency.total_projected"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                            {% elif showing == 'final' and currency.total_final != 0 %}
+                              <c-amount.display
+                                  :amount="currency.total_final"
+                                  :prefix="currency.currency.prefix"
+                                  :suffix="currency.currency.suffix"
+                                  :decimal_places="currency.currency.decimal_places"
+                                  color="{% if currency.total_final < 0 %}red{% else %}green{% endif %}"></c-amount.display>
+                            {% else %}
+                              <div>-</div>
+                            {% endif %}
+                          {% endfor %}
+                        </td>
+                      </tr>
+                    {% endfor %}
+                  {% endif %}
                 {% endif %}
               {% endfor %}
             {% endif %}
@@ -273,7 +382,6 @@
           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">
+    {% 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

@@ -44,12 +44,12 @@
         </div>
       </div>
       {#    Action buttons#}
-{#      <div class="col-12 col-xl-8">#}
-{#        <c-ui.quick-transactions-buttons#}
-{#            :year="year"#}
-{#            :month="month"#}
-{#        ></c-ui.quick-transactions-buttons>#}
-{#      </div>#}
+      {#      <div class="col-12 col-xl-8">#}
+      {#        <c-ui.quick-transactions-buttons#}
+      {#            :year="year"#}
+      {#            :month="month"#}
+      {#        ></c-ui.quick-transactions-buttons>#}
+      {#      </div>#}
     </div>
     {#  Monthly summary#}
     <div class="row gx-xl-4 gy-3">
@@ -133,59 +133,101 @@
 
       </div>
       <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' %}
+
+        <div class="my-3">
+          {# Hidden select to hold the order value and preserve the original update trigger #}
+          <select name="order" id="order" class="d-none" _="on change trigger updated on window">
+            <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>
+
+          {# Main control bar with filter, search, and ordering #}
+          <div class="input-group">
+
+            <button class="btn btn-secondary position-relative" type="button"
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter"
+                    aria-expanded="false" aria-controls="collapse-filter" id="filter-button" hx-preserve
+                    title="{% translate 'Filter transactions' %}">
+              <i class="fa-solid fa-filter fa-fw"></i>
             </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>
-          </div>
-        </div>
-        {#      Filter transactions form#}
-        <div class="collapse" id="collapse-filter" hx-preserve>
-          <div class="card card-body">
-            <form _="on change or submit or search trigger updated on window end
-                   install init_tom_select
-                   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="search" class="my-3">
-          <label class="w-100">
-            <input type="search" class="form-control" placeholder="{% translate 'Search' %}" hx-preserve
+
+            {# Search box #}
+            <label for="quick-search">
+            </label>
+            <input type="search"
+                   class="form-control"
+                   placeholder="{% translate 'Search' %}"
+                   hx-preserve
                    id="quick-search"
                    _="on input or search or htmx:afterSwap from window
-                      if my value is empty
-                        trigger toggle on <.transactions-divider-collapse/>
-                      else
-                        trigger show on <.transactions-divider-collapse/>
-                      end
-                      show <.transactions-divider-title/> when my value is empty
-                      show <.transaction/> in <#transactions-list/>
-                      when its textContent.toLowerCase() contains my value.toLowerCase()">
-          </label>
+                         if my value is empty
+                           trigger toggle on <.transactions-divider-collapse/>
+                         else
+                           trigger show on <.transactions-divider-collapse/>
+                         end
+                         show <.transactions-divider-title/> when my value is empty
+                         show <.transaction/> in <#transactions-list/>
+                         when its textContent.toLowerCase() contains my value.toLowerCase()">
+
+            {# Order by icon dropdown #}
+            <button class="btn btn-secondary dropdown-toggle dropdown-toggle-no-icon" type="button"
+                    data-bs-toggle="dropdown" aria-expanded="false"
+                    title="{% translate 'Order by' %}">
+              <i class="fa-solid fa-sort fa-fw"></i>
+            </button>
+            <ul class="dropdown-menu dropdown-menu-end">
+              <li>
+                <button class="dropdown-item {% if order == 'default' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'default'
+                           then trigger change on #order">
+                  {% translate 'Default' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'older' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'older'
+                           then trigger change on #order">
+                  {% translate 'Oldest first' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'newer' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'newer'
+                           then trigger change on #order">
+                  {% translate 'Newest first' %}
+                </button>
+              </li>
+            </ul>
+          </div>
+
+          {# Filter transactions form #}
+          <div class="collapse" id="collapse-filter" hx-preserve>
+            <div class="card card-body">
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+
+              <form _="on change or submit or search trigger updated on window
+                         install init_tom_select
+                         install init_datepicker"
+                    id="filter" class="mt-3">
+                {% crispy filter.form %}
+              </form>
+
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+            </div>
+          </div>
         </div>
         {#      Transactions list#}
         <div id="transactions"

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/fragments/list_all.html

@@ -5,121 +5,128 @@
 
 <div id="transactions-list">
   {% for x in transactions_by_date %}
-    <div id="{{ x.grouper|slugify }}"
-         _="on htmx:afterSettle from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
-      <div class="mt-3 mb-1 w-100 tw:text-base border-bottom bg-body">
+    <div id="{{ x.grouper|slugify }}" class="transactions-divider"
+         _="on htmx:afterSwap from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
+      <div class="mt-3 mb-1 w-100 tw:text-base border-bottom bg-body transactions-divider-title">
         <a class="text-decoration-none d-inline-block w-100"
            role="button"
            data-bs-toggle="collapse"
            data-bs-target="#c-{{ x.grouper|slugify }}-collapse"
            id="c-{{ x.grouper|slugify }}-collapsible"
-           aria-expanded="true"
+           aria-expanded="false"
            aria-controls="c-{{ x.grouper|slugify }}-collapse">
         {{ x.grouper }}
         </a>
       </div>
-      <div class="collapse" id="c-{{ x.grouper|slugify }}-collapse"
+      <div class="collapse transactions-divider-collapse" id="c-{{ x.grouper|slugify }}-collapse"
            _="on shown.bs.collapse sessionStorage.setItem(the closest parent @id, 'true')
               on hidden.bs.collapse sessionStorage.setItem(the closest parent @id, 'false')
-              on htmx:afterSettle from #transactions
+              on htmx:afterSettle from #transactions or toggle
                 set state to sessionStorage.getItem(the closest parent @id)
                 if state is 'true' or state is null
                   add .show to me
                   set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to true
-                end">
+                else
+                  remove .show from me
+                  set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to false
+                end
+              on show
+                add .show to me
+                set @aria-expanded of #c-{{ x.grouper|slugify }}-collapsible to true">
         <div class="d-flex flex-column">
         {% for transaction in x.list %}
-          <c-transaction.item :transaction="transaction"></c-transaction.item>
+          <c-transaction.item
+            :transaction="transaction"></c-transaction.item>
         {% endfor %}
         </div>
       </div>
     </div>
   {% empty %}
     <c-msg.empty
-      title="{% translate "No transactions found" %}"
-      subtitle="{% translate "Try adding one" %}"></c-msg.empty>
-{% endfor %}
+        title="{% translate "No transactions found" %}"
+        subtitle="{% translate "Try adding one" %}"></c-msg.empty>
+  {% endfor %}
 
   {% if page_obj.has_other_pages %}
-  <div class="mt-auto">
-    <input value="{{ page_obj.number }}" name="page" type="hidden" id="page">
+    <div class="mt-auto">
+      <input value="{{ page_obj.number }}" name="page" type="hidden" id="page">
 
-    <nav aria-label="{% translate 'Page navigation' %}">
-    <ul class="pagination justify-content-center mt-5">
-      <li class="page-item">
-        <a class="page-link tw:cursor-pointer {% if not page_obj.has_previous %}disabled{% endif %}"
-           hx-get="{% if page_obj.has_previous %}{% url 'transactions_all_list' %}{% endif %}"
-           hx-vals='{"page": 1}'
-           hx-include="#filter, #order"
-           hx-target="#transactions-list"
-           aria-label="Primeira página"
-           hx-swap="show:top">
-          <span aria-hidden="true">&laquo;</span>
-        </a>
-      </li>
-      {% for page_number in page_obj.paginator.page_range %}
-              {% comment %}
+      <nav aria-label="{% translate 'Page navigation' %}">
+        <ul class="pagination justify-content-center mt-5">
+          <li class="page-item">
+            <a class="page-link tw:cursor-pointer {% if not page_obj.has_previous %}disabled{% endif %}"
+               hx-get="{% if page_obj.has_previous %}{% url 'transactions_all_list' %}{% endif %}"
+               hx-vals='{"page": 1}'
+               hx-include="#filter, #order"
+               hx-target="#transactions-list"
+               aria-label="Primeira página"
+               hx-swap="show:top">
+              <span aria-hidden="true">&laquo;</span>
+            </a>
+          </li>
+          {% for page_number in page_obj.paginator.page_range %}
+            {% comment %}
                   This conditional allows us to display up to 3 pages before and after the current page
                   If you decide to remove this conditional, all the pages will be displayed
 
                   You can change the 3 to any number you want e.g
                   To display only 5 pagination items, change the 3 to 2 (2 before and 2 after the current page)
               {% endcomment %}
-              {% if page_number <= page_obj.number|add:3 and page_number >= page_obj.number|add:-3 %}
-                  {% if page_obj.number == page_number %}
-                      <li class="page-item active">
-                          <a class="page-link tw:cursor-pointer">
-                              {{ page_number }}
-                          </a>
-                      </li>
-                  {% else %}
-                      <li class="page-item">
-                          <a class="page-link tw:cursor-pointer"
-                             hx-get="{% url 'transactions_all_list' %}"
-                             hx-vals='{"page": {{ page_number }}}'
-                             hx-include="#filter, #order"
-                             hx-target="#transactions-list"
-                             hx-swap="show:top">
-                              {{ page_number }}
-                          </a>
-                      </li>
-                  {% endif %}
+            {% if page_number <= page_obj.number|add:3 and page_number >= page_obj.number|add:-3 %}
+              {% if page_obj.number == page_number %}
+                <li class="page-item active">
+                  <a class="page-link tw:cursor-pointer">
+                    {{ page_number }}
+                  </a>
+                </li>
+              {% else %}
+                <li class="page-item">
+                  <a class="page-link tw:cursor-pointer"
+                     hx-get="{% url 'transactions_all_list' %}"
+                     hx-vals='{"page": {{ page_number }}}'
+                     hx-include="#filter, #order"
+                     hx-target="#transactions-list"
+                     hx-swap="show:top">
+                    {{ page_number }}
+                  </a>
+                </li>
               {% endif %}
-      {% endfor %}
-      {% if page_obj.number|add:3 < page_obj.paginator.num_pages %}
-        <li class="page-item">
-          <a class="page-link disabled"
-             aria-label="...">
-            <span aria-hidden="true">...</span>
-          </a>
-        </li>
-        <li class="page-item">
-          <a class="page-link tw:cursor-pointer"
-             hx-get="{% url 'transactions_all_list' %}" hx-target="#transactions-list"
-             hx-vals='{"page": {{ page_obj.paginator.num_pages }}}'
-             hx-include="#filter, #order"
-             hx-swap="show:top"
-             aria-label="Última página">
-            <span aria-hidden="true">{{ page_obj.paginator.num_pages }}</span>
-          </a>
-        </li>
-      {% endif %}
-      <li class="page-item">
-        <a class="page-link {% if not page_obj.has_next %}disabled{% endif %} tw:cursor-pointer"
-           hx-get="{% if page_obj.has_next %}{% url 'transactions_all_list' %}{% endif %}"
-           hx-vals='{"page": {{ page_obj.paginator.num_pages }}}'
-           hx-include="#filter, #order"
-           hx-swap="show:top"
-           hx-target="#transactions-list"
-           aria-label="Next">
-          <span aria-hidden="true">&raquo;</span>
-        </a>
-      </li>
-    </ul>
-  </nav>
-  </div>
+            {% endif %}
+          {% endfor %}
+          {% if page_obj.number|add:3 < page_obj.paginator.num_pages %}
+            <li class="page-item">
+              <a class="page-link disabled"
+                 aria-label="...">
+                <span aria-hidden="true">...</span>
+              </a>
+            </li>
+            <li class="page-item">
+              <a class="page-link tw:cursor-pointer"
+                 hx-get="{% url 'transactions_all_list' %}" hx-target="#transactions-list"
+                 hx-vals='{"page": {{ page_obj.paginator.num_pages }}}'
+                 hx-include="#filter, #order"
+                 hx-swap="show:top"
+                 aria-label="Última página">
+                <span aria-hidden="true">{{ page_obj.paginator.num_pages }}</span>
+              </a>
+            </li>
+          {% endif %}
+          <li class="page-item">
+            <a class="page-link {% if not page_obj.has_next %}disabled{% endif %} tw:cursor-pointer"
+               hx-get="{% if page_obj.has_next %}{% url 'transactions_all_list' %}{% endif %}"
+               hx-vals='{"page": {{ page_obj.paginator.num_pages }}}'
+               hx-include="#filter, #order"
+               hx-swap="show:top"
+               hx-target="#transactions-list"
+               aria-label="Next">
+              <span aria-hidden="true">&raquo;</span>
+            </a>
+          </li>
+        </ul>
+      </nav>
+    </div>
   {% endif %}
-{#  Floating bar#}
+  {#  Floating bar#}
   <c-ui.transactions-action-bar></c-ui.transactions-action-bar>
 
 </div>

app/templates/transactions/pages/transactions.html

@@ -5,47 +5,112 @@
 {% 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>
-            <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">
+  <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="mb-3">
+          {# Hidden select to hold the order value and preserve the original update trigger #}
+          <select name="order" id="order" class="d-none" _="on change trigger updated on window">
             <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>
+
+          {# Main control bar with filter, search, and ordering #}
+          <div class="input-group">
+
+            <button class="btn btn-secondary position-relative" type="button"
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter"
+                    aria-expanded="false" aria-controls="collapse-filter" id="filter-button" hx-preserve
+                    title="{% translate 'Filter transactions' %}">
+              <i class="fa-solid fa-filter fa-fw"></i>
+            </button>
+
+            {# Search box #}
+            <label for="quick-search">
+            </label>
+            <input type="search"
+                   class="form-control"
+                   placeholder="{% translate 'Search' %}"
+                   hx-preserve
+                   id="quick-search"
+                   _="on input or search or htmx:afterSwap from window
+                         if my value is empty
+                           trigger toggle on <.transactions-divider-collapse/>
+                         else
+                           trigger show on <.transactions-divider-collapse/>
+                         end
+                         show <.transactions-divider-title/> when my value is empty
+                         show <.transaction/> in <#transactions-list/>
+                         when its textContent.toLowerCase() contains my value.toLowerCase()">
+
+            {# Order by icon dropdown #}
+            <button class="btn btn-secondary dropdown-toggle dropdown-toggle-no-icon" type="button"
+                    data-bs-toggle="dropdown" aria-expanded="false"
+                    title="{% translate 'Order by' %}">
+              <i class="fa-solid fa-sort fa-fw"></i>
+            </button>
+            <ul class="dropdown-menu dropdown-menu-end">
+              <li>
+                <button class="dropdown-item {% if order == 'default' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'default'
+                           then trigger change on #order">
+                  {% translate 'Default' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'older' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'older'
+                           then trigger change on #order">
+                  {% translate 'Oldest first' %}
+                </button>
+              </li>
+              <li>
+                <button class="dropdown-item {% if order == 'newer' %}active{% endif %}" type="button"
+                        _="on click remove .active from .dropdown-item in the closest <ul/>
+                           then add .active to me
+                           then set the value of #order to 'newer'
+                           then trigger change on #order">
+                  {% translate 'Newest first' %}
+                </button>
+              </li>
+            </ul>
+          </div>
+
+          {# Filter transactions form #}
+          <div class="collapse" id="collapse-filter" hx-preserve>
+            <div class="card card-body">
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+
+              <form _="on change or submit or search trigger updated on window
+                         install init_tom_select
+                         install init_datepicker"
+                    id="filter" class="mt-3">
+                {% crispy filter.form %}
+              </form>
+
+              <div class="text-end">
+                <button class="btn btn-outline-danger btn-sm tw:w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
+            </div>
+          </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 +138,7 @@
             </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 +163,9 @@
                  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/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/application/_htmx.js

@@ -1,2 +1,66 @@
 import htmx from "htmx.org";
+
 window.htmx = htmx;
+
+htmx.defineExtension('htmx-download', {
+    onEvent: function (name, evt) {
+
+        if (name === 'htmx:beforeRequest') {
+            // Set the responseType to 'arraybuffer' to handle binary data
+            evt.detail.xhr.responseType = 'arraybuffer';
+        }
+
+        if (name === 'htmx:beforeSwap') {
+            const xhr = evt.detail.xhr;
+
+            if (xhr.status === 200) {
+                // Parse headers
+                const headers = {};
+                const headerStr = xhr.getAllResponseHeaders();
+                const headerArr = headerStr.trim().split(/[\r\n]+/);
+                headerArr.forEach((line) => {
+                    const parts = line.split(": ");
+                    const header = parts.shift().toLowerCase();
+                    const value = parts.join(": ");
+                    headers[header] = value;
+                });
+
+                // Extract filename
+                let filename = 'downloaded_file.xlsx';
+                if (headers['content-disposition']) {
+                    const filenameMatch = headers['content-disposition'].match(/filename\*?=(?:UTF-8'')?"?([^;\n"]+)/i);
+                    if (filenameMatch && filenameMatch[1]) {
+                        filename = decodeURIComponent(filenameMatch[1].replace(/['"]/g, ''));
+                    }
+                }
+
+                // Determine MIME type
+                const mimetype = headers['content-type'] || 'application/octet-stream';
+
+                // Create Blob
+                const blob = new Blob([xhr.response], {type: mimetype});
+                const url = URL.createObjectURL(blob);
+
+                // Trigger download
+                const link = document.createElement("a");
+                link.style.display = "none";
+                link.href = url;
+                link.download = filename;
+                document.body.appendChild(link);
+                link.click();
+
+                // Cleanup
+                setTimeout(() => {
+                    URL.revokeObjectURL(url);
+                    link.remove();
+                }, 100);
+
+            } else {
+                console.warn(`[htmx-download] Unexpected response status: ${xhr.status}`);
+            }
+
+            // Prevent htmx from swapping content
+            evt.detail.shouldSwap = false;
+        }
+    },
+});

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/_bootstrap.scss

@@ -49,3 +49,7 @@ $theme-colors: map.merge(
 .offcanvas-size-sm {
   --#{$prefix}offcanvas-width: min(95vw, 250px) !important;
 }
+
+.dropdown-toggle.dropdown-toggle-no-icon::after {
+  display:none;
+}

frontend/src/styles/style.scss

@@ -77,3 +77,15 @@ 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);
+}
+
+div:where(.swal2-container) {
+  z-index: 1100 !important;
+}

frontend/src/styles/tailwind.css

@@ -1,3 +1,141 @@
 @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;
+}
+
+@layer components {
+    .sidebar {
+        @apply tw:z-1020 tw:fixed tw:top-0 tw:start-0 tw:h-full tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-floating {
+        /* Establishes the hover group and sets the collapsed/hover widths for the container */
+        @apply tw:lg:w-16 tw:lg:hover:w-112;
+    }
+
+    .sidebar-floating #sidebar {
+        /* Sets the collapsed/hover widths for the inner navigation element */
+        @apply tw:lg:w-16 tw:lg:group-hover:w-104 tw:transition-all tw:duration-100 tw:overflow-hidden;
+    }
+
+    .sidebar-floating + main {
+        /* Adjusts the main content margin to account for the collapsed sidebar */
+        @apply tw:lg:ml-16 tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-floating .sidebar-item span {
+        /* Hides the text labels and reveals them only on hover */
+        @apply tw:lg:invisible tw:lg:group-hover:visible;
+    }
+
+    .sidebar-floating .sidebar-invisible {
+        /* Hides the text labels and reveals them only on hover */
+        @apply tw:lg:invisible tw:lg:group-hover:visible;
+    }
+
+    .sidebar-floating .sidebar-menu-header {
+        /* Hides the menu headers and reveals them only on hover */
+        @apply tw:lg:hidden tw:lg:group-hover:inline;
+    }
+
+    .sidebar-floating #sidebar-toggle-btn .fa-thumbtack-slash {
+        /* Hides the 'pin' icon in the floating state */
+        @apply tw:hidden!;
+    }
+
+    .sidebar-floating #sidebar-toggle-btn .fa-thumbtack {
+        /* Shows the 'expand' icon in the floating state */
+        @apply tw:inline-block!;
+    }
+
+    .sidebar-floating .sidebar-title span {
+        @apply tw:lg:invisible tw:lg:group-hover:visible
+    }
+
+    .sidebar-submenu-header {
+        @apply tw:flex;
+    }
+
+    .sidebar-floating .sidebar-submenu-header {
+        @apply tw:lg:hidden tw:lg:group-hover:flex;
+    }
+
+    .sidebar-floating .sidebar-submenu-header h5 {
+        @apply tw:lg:invisible tw:lg:group-hover:visible;
+    }
+
+    .sidebar-floating .sidebar-submenu-header button {
+        @apply tw:lg:hidden tw:lg:group-hover:inline;
+    }
+
+    .sidebar-floating .list-unstyled {
+        @apply tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden;
+    }
+
+    .sidebar-floating .sidebar-item {
+        @apply tw:text-wrap tw:lg:text-nowrap ;
+    }
+
+
+    /* --- STATE 2: Fixed (Permanently Expanded) --- */
+    .sidebar-fixed {
+        /* Sets the fixed, expanded width for the container */
+        @apply tw:lg:w-[17%] tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-fixed #sidebar {
+        /* Sets the fixed, expanded width for the inner navigation */
+        @apply tw:lg:w-[17%] tw:transition-all tw:duration-100;
+    }
+
+    .sidebar-fixed + main {
+        /* Adjusts the main content margin to account for the expanded sidebar */
+        @apply tw:lg:ml-[17%] tw:transition-all tw:duration-100;
+
+        /* Using 16vw to account for padding/margins */
+    }
+
+    .sidebar-fixed .sidebar-item {
+        @apply tw:text-wrap;
+    }
+
+    .sidebar-fixed .sidebar-item span {
+        /* Ensures text labels are always visible */
+        @apply tw:lg:visible;
+    }
+
+    .sidebar-fixed .sidebar-menu-header {
+        /* Ensures menu headers are always visible */
+        @apply tw:lg:inline;
+    }
+
+    .sidebar-fixed #sidebar-toggle-btn .fa-thumbtack-slash {
+        /* Shows the 'pin' icon in the fixed state */
+        @apply tw:inline-block!;
+    }
+
+    .sidebar-fixed #sidebar-toggle-btn .fa-thumbtack {
+        /* Hides the 'expand' icon in the fixed state */
+        @apply tw:hidden!;
+    }
+
+    .sidebar-fixed .sidebar-title span {
+        @apply tw:lg:visible;
+    }
+
+    .sidebar-fixed .sidebar-submenu-header {
+        /* Ensures menu headers are always visible */
+        @apply tw:lg:flex;
+    }
+
+    .sidebar-fixed .list-unstyled  {
+        @apply tw:overflow-y-auto tw:overflow-x-hidden;
+    }
+}

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