fix(accounts): unable to update accounts

due to wrong currency queryset

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",

app/apps/accounts/forms.py

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

app/apps/accounts/migrations/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/views/transactions.py

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

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

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

app/apps/common/functions/decimals.py

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

app/apps/common/functions/format.py

@@ -5,7 +5,12 @@ from django.utils.formats import get_format as original_get_format
 def get_format(format_type=None, lang=None, use_l10n=None):
     user = get_current_user()
 
-    if user and user.is_authenticated and hasattr(user, "settings") 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/tasks.py

@@ -23,7 +23,7 @@ async def remove_old_jobs(context, timestamp):
         return await builtin_tasks.remove_old_jobs(
             context,
             max_hours=744,
-            remove_error=True,
+            remove_failed=True,
             remove_cancelled=True,
             remove_aborted=True,
         )

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')}', "
+                "x-mask:dynamic": f"$money($input, '{get_format('DECIMAL_SEPARATOR')}', '{get_format('THOUSAND_SEPARATOR')}', '30')",
-                f"'{get_format('THOUSAND_SEPARATOR')}', '30')",
                 "x-on:keyup": "$el.dispatchEvent(new Event('input'))",
             }
         )

app/apps/currencies/exchange_rates/fetcher.py

@@ -4,13 +4,7 @@ from datetime import timedelta
 from django.db.models import QuerySet
 from django.utils import timezone
 
-from apps.currencies.exchange_rates.providers import (
+import apps.currencies.exchange_rates.providers as providers
-    SynthFinanceProvider,
-    SynthFinanceStockProvider,
-    CoinGeckoFreeProvider,
-    CoinGeckoProProvider,
-    TransitiveRateProvider,
-)
 from apps.currencies.models import ExchangeRateService, ExchangeRate, Currency
 
 logger = logging.getLogger(__name__)
@@ -18,11 +12,12 @@ logger = logging.getLogger(__name__)
 
 # Map service types to provider classes
 PROVIDER_MAPPING = {
-    "synth_finance": SynthFinanceProvider,
+    "coingecko_free": providers.CoinGeckoFreeProvider,
-    "synth_finance_stock": SynthFinanceStockProvider,
+    "coingecko_pro": providers.CoinGeckoProProvider,
-    "coingecko_free": CoinGeckoFreeProvider,
+    "transitive": providers.TransitiveRateProvider,
-    "coingecko_pro": CoinGeckoProProvider,
+    "frankfurter": providers.FrankfurterProvider,
-    "transitive": TransitiveRateProvider,
+    "twelvedata": providers.TwelveDataProvider,
+    "twelvedatamarkets": providers.TwelveDataMarketsProvider,
 }
 
 

app/apps/currencies/exchange_rates/providers.py

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

app/apps/currencies/forms.py

@@ -26,6 +26,7 @@ class CurrencyForm(forms.ModelForm):
             "suffix",
             "code",
             "exchange_currency",
+            "is_archived",
         ]
         widgets = {
             "exchange_currency": TomSelect(),
@@ -40,6 +41,7 @@ class CurrencyForm(forms.ModelForm):
         self.helper.layout = Layout(
             "code",
             "name",
+            Switch("is_archived"),
             "decimal_places",
             "prefix",
             "suffix",

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

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

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

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

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

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

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

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

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

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

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

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

app/apps/currencies/models.py

@@ -32,6 +32,11 @@ class Currency(models.Model):
         help_text=_("Default currency for exchange calculations"),
     )
 
+    is_archived = models.BooleanField(
+        default=False,
+        verbose_name=_("Archived"),
+    )
+
     def __str__(self):
         return self.name
 
@@ -94,11 +99,12 @@ class ExchangeRateService(models.Model):
     """Configuration for exchange rate services"""
 
     class ServiceType(models.TextChoices):
-        SYNTH_FINANCE = "synth_finance", "Synth Finance"
-        SYNTH_FINANCE_STOCK = "synth_finance_stock", "Synth Finance Stock"
         COINGECKO_FREE = "coingecko_free", "CoinGecko (Demo/Free)"
         COINGECKO_PRO = "coingecko_pro", "CoinGecko (Pro)"
         TRANSITIVE = "transitive", "Transitive (Calculated from Existing Rates)"
+        FRANKFURTER = "frankfurter", "Frankfurter"
+        TWELVEDATA = "twelvedata", "TwelveData"
+        TWELVEDATA_MARKETS = "twelvedatamarkets", "TwelveData Markets"
 
     class IntervalType(models.TextChoices):
         ON = "on", _("On")

app/apps/currencies/tests.py

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

app/apps/insights/utils/category_overview.py

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

app/apps/insights/utils/transactions.py

@@ -13,7 +13,9 @@ from apps.insights.forms import (
 )
 
 
-def get_transactions(request, include_unpaid=True, include_silent=False):
+def get_transactions(
+    request, include_unpaid=True, include_silent=False, include_untracked_accounts=False
+):
     transactions = Transaction.objects.all()
 
     filter_type = request.GET.get("type", None)
@@ -95,4 +97,11 @@ 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()
+        )
+
+    transactions = transactions.exclude(account__currency__is_archived=True)
+
     return transactions

app/apps/insights/views.py

@@ -74,7 +74,7 @@ def index(request):
 def sankey_by_account(request):
     # Get filtered transactions
 
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_untracked_accounts=True)
 
     # Generate Sankey data
     sankey_data = generate_sankey_data_by_account(transactions)
@@ -180,6 +180,14 @@ def category_overview(request):
     else:
         show_tags = request.session.get("insights_category_explorer_show_tags", True)
 
+    if "show_entities" in request.GET:
+        show_entities = request.GET["show_entities"] == "on"
+        request.session["insights_category_explorer_show_entities"] = show_entities
+    else:
+        show_entities = request.session.get(
+            "insights_category_explorer_show_entities", False
+        )
+
     if "showing" in request.GET:
         showing = request.GET["showing"]
         request.session["insights_category_explorer_showing"] = showing
@@ -190,7 +198,9 @@ def category_overview(request):
     transactions = get_transactions(request, include_silent=True)
 
     total_table = get_categories_totals(
-        transactions_queryset=transactions, ignore_empty=False
+        transactions_queryset=transactions,
+        ignore_empty=False,
+        show_entities=show_entities,
     )
 
     return render(
@@ -200,6 +210,7 @@ def category_overview(request):
             "total_table": total_table,
             "view_type": view_type,
             "show_tags": show_tags,
+            "show_entities": show_entities,
             "showing": showing,
         },
     )
@@ -239,11 +250,15 @@ def late_transactions(request):
 @login_required
 @require_http_methods(["GET"])
 def emergency_fund(request):
-    transactions_currency_queryset = Transaction.objects.filter(
+    transactions_currency_queryset = (
+        Transaction.objects.filter(
             is_paid=True, account__is_archived=False, account__is_asset=False
-    ).order_by(
+        )
+        .exclude(account__in=request.user.untracked_accounts.all())
+        .order_by(
             "account__currency__name",
         )
+    )
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, ignore_empty=False
     )
@@ -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(
+    base_queryset = (
-        reference_date__year=year, reference_date__month=month, account__is_asset=False
+        Transaction.objects.filter(
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+            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(
+    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(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/utils/calculate_net_worth.py

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

app/apps/net_worth/views.py

@@ -20,18 +20,19 @@ from apps.transactions.utils.calculations import (
 @require_http_methods(["GET"])
 def net_worth(request):
     if "view_type" in request.GET:
-        print(request.GET["view_type"])
         view_type = request.GET["view_type"]
         request.session["networth_view_type"] = view_type
     else:
         view_type = request.session.get("networth_view_type", "current")
 
     if view_type == "current":
-        transactions_currency_queryset = Transaction.objects.filter(
+        transactions_currency_queryset = (
-            is_paid=True, account__is_archived=False
+            Transaction.objects.filter(is_paid=True, account__is_archived=False)
-        ).order_by(
+            .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(
@@ -39,11 +40,13 @@ def net_worth(request):
             "account__name",
         )
     else:
-        transactions_currency_queryset = Transaction.objects.filter(
+        transactions_currency_queryset = (
-            account__is_archived=False
+            Transaction.objects.filter(account__is_archived=False)
-        ).order_by(
+            .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(

app/apps/rules/forms.py

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

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

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

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

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

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

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

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

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

app/apps/rules/models.py

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

app/apps/rules/signals.py

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

app/apps/rules/urls.py

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

app/apps/rules/utils/transactions.py

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

app/apps/rules/views.py

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

app/apps/transactions/filters.py

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

app/apps/transactions/forms.py

@@ -1,3 +1,5 @@
+from copy import deepcopy
+
 from crispy_bootstrap5.bootstrap5 import Switch, BS5Accordion
 from crispy_forms.bootstrap import FormActions, AccordionGroup, AppendedText
 from crispy_forms.helper import FormHelper
@@ -239,11 +241,16 @@ class TransactionForm(forms.ModelForm):
     def save(self, **kwargs):
         is_new = not self.instance.id
 
+        if not is_new:
+            old_data = deepcopy(Transaction.objects.get(pk=self.instance.id))
+        else:
+            old_data = None
+
         instance = super().save(**kwargs)
         if is_new:
             transaction_created.send(sender=instance)
         else:
-            transaction_updated.send(sender=instance)
+            transaction_updated.send(sender=instance, old_data=old_data)
 
         return instance
 
@@ -347,11 +354,6 @@ class QuickTransactionForm(forms.ModelForm):
                 Column("entities", css_class="form-group col-md-6 mb-0"),
                 css_class="form-row",
             ),
-            Row(
-                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
-                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
-                css_class="form-row",
-            ),
             "description",
             Field("amount", inputmode="decimal"),
             Row(
@@ -387,35 +389,115 @@ class QuickTransactionForm(forms.ModelForm):
             )
 
 
-class BulkEditTransactionForm(TransactionForm):
+class BulkEditTransactionForm(forms.Form):
-    is_paid = forms.NullBooleanField(required=False)
+    type = forms.ChoiceField(
+        choices=(Transaction.Type.choices),
+        required=False,
+        label=_("Type"),
+    )
+    is_paid = forms.NullBooleanField(
+        required=False,
+        label=_("Paid"),
+    )
+    account = DynamicModelChoiceField(
+        model=Account,
+        required=False,
+        label=_("Account"),
+        queryset=Account.objects.filter(is_archived=False),
+        widget=TomSelect(clear_button=False, group_by="group"),
+    )
+    date = forms.DateField(
+        label=_("Date"),
+        required=False,
+        widget=AirDatePickerInput(clear_button=False),
+    )
+    reference_date = forms.DateField(
+        widget=AirMonthYearPickerInput(),
+        label=_("Reference Date"),
+        required=False,
+    )
+    amount = forms.DecimalField(
+        max_digits=42,
+        decimal_places=30,
+        required=False,
+        label=_("Amount"),
+        widget=ArbitraryDecimalDisplayNumberInput(),
+    )
+    description = forms.CharField(
+        max_length=500, required=False, label=_("Description")
+    )
+    notes = forms.CharField(
+        required=False,
+        widget=forms.Textarea(attrs={"rows": 3}),
+        label=_("Notes"),
+    )
+    category = DynamicModelChoiceField(
+        create_field="name",
+        model=TransactionCategory,
+        required=False,
+        label=_("Category"),
+        queryset=TransactionCategory.objects.filter(active=True),
+    )
+    tags = DynamicModelMultipleChoiceField(
+        model=TransactionTag,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Tags"),
+        queryset=TransactionTag.objects.filter(active=True),
+    )
+    entities = DynamicModelMultipleChoiceField(
+        model=TransactionEntity,
+        to_field_name="name",
+        create_field="name",
+        required=False,
+        label=_("Entities"),
+        queryset=TransactionEntity.objects.all(),
+    )
 
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
-        # Make all fields optional
-        for field_name, field in self.fields.items():
-            field.required = False
 
-        del self.helper.layout[-1]  # Remove button
+        self.fields["account"].queryset = Account.objects.filter(
-        del self.helper.layout[0:2]  # Remove type, is_paid field
+            is_archived=False,
+        )
 
-        self.helper.layout.insert(
+        self.fields["category"].queryset = TransactionCategory.objects.filter(
-            0,
+            active=True
+        )
+        self.fields["tags"].queryset = TransactionTag.objects.filter(active=True)
+        self.fields["entities"].queryset = TransactionEntity.objects.all()
+
+        self.helper = FormHelper()
+        self.helper.form_tag = False
+        self.helper.form_method = "post"
+        self.helper.layout = Layout(
             Field(
                 "type",
                 template="transactions/widgets/unselectable_income_expense_toggle_buttons.html",
             ),
-        )
-
-        self.helper.layout.insert(
-            1,
             Field(
                 "is_paid",
                 template="transactions/widgets/unselectable_paid_toggle_button.html",
             ),
-        )
+            Row(
-
+                Column("account", css_class="form-group col-md-6 mb-0"),
-        self.helper.layout.append(
+                Column("entities", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            Row(
+                Column(Field("date"), css_class="form-group col-md-6 mb-0"),
+                Column(Field("reference_date"), css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "description",
+            Field("amount", inputmode="decimal"),
+            Row(
+                Column("category", css_class="form-group col-md-6 mb-0"),
+                Column("tags", css_class="form-group col-md-6 mb-0"),
+                css_class="form-row",
+            ),
+            "notes",
             FormActions(
                 NoClassSubmit(
                     "submit", _("Update"), css_class="btn btn-outline-primary w-100"
@@ -423,6 +505,9 @@ class BulkEditTransactionForm(TransactionForm):
             ),
         )
 
+        self.fields["amount"].widget = ArbitraryDecimalDisplayNumberInput()
+        self.fields["date"].widget = AirDatePickerInput(clear_button=False)
+
 
 class TransferForm(forms.Form):
     from_account = forms.ModelChoiceField(

app/apps/transactions/models.py

@@ -1,4 +1,5 @@
 import logging
+from copy import deepcopy
 
 from dateutil.relativedelta import relativedelta
 from django.conf import settings
@@ -33,13 +34,13 @@ transaction_deleted = Signal()
 
 class SoftDeleteQuerySet(models.QuerySet):
     @staticmethod
-    def _emit_signals(instances, created=False):
+    def _emit_signals(instances, created=False, old_data=None):
         """Helper to emit signals for multiple instances"""
-        for instance in instances:
+        for i, instance in enumerate(instances):
             if created:
                 transaction_created.send(sender=instance)
             else:
-                transaction_updated.send(sender=instance)
+                transaction_updated.send(sender=instance, old_data=old_data[i])
 
     def bulk_create(self, objs, emit_signal=True, **kwargs):
         instances = super().bulk_create(objs, **kwargs)
@@ -50,22 +51,25 @@ class SoftDeleteQuerySet(models.QuerySet):
         return instances
 
     def bulk_update(self, objs, fields, emit_signal=True, **kwargs):
+        old_data = deepcopy(objs)
         result = super().bulk_update(objs, fields, **kwargs)
 
         if emit_signal:
-            self._emit_signals(objs, created=False)
+            self._emit_signals(objs, created=False, old_data=old_data)
 
         return result
 
     def update(self, emit_signal=True, **kwargs):
         # Get instances before update
         instances = list(self)
+        old_data = deepcopy(instances)
+
         result = super().update(**kwargs)
 
         if emit_signal:
             # Refresh instances to get new values
             refreshed = self.model.objects.filter(pk__in=[obj.pk for obj in instances])
-            self._emit_signals(refreshed, created=False)
+            self._emit_signals(refreshed, created=False, old_data=old_data)
 
         return result
 
@@ -376,7 +380,7 @@ class Transaction(OwnedObject):
         db_table = "transactions"
         default_manager_name = "objects"
 
-    def save(self, *args, **kwargs):
+    def clean_fields(self, *args, **kwargs):
         self.amount = truncate_decimal(
             value=self.amount, decimal_places=self.account.currency.decimal_places
         )
@@ -386,6 +390,11 @@ class Transaction(OwnedObject):
         elif not self.reference_date and self.date:
             self.reference_date = self.date.replace(day=1)
 
+        super().clean_fields(*args, **kwargs)
+
+    def save(self, *args, **kwargs):
+        # This is not recommended as it will run twice on some cases like form and API saves.
+        # We only do this here because we forgot to independently call it on multiple places.
         self.full_clean()
         super().save(*args, **kwargs)
 
@@ -443,12 +452,58 @@ class Transaction(OwnedObject):
         type_display = self.get_type_display()
         frmt_date = date(self.date, "SHORT_DATE_FORMAT")
         account = self.account
-        tags = ", ".join([x.name for x in self.tags.all()]) or _("No tags")
+        tags = (
+            ", ".join([x.name for x in self.tags.all()])
+            if self.id
+            else None or _("No tags")
+        )
         category = self.category or _("No category")
         amount = localize_number(drop_trailing_zeros(self.amount))
         description = self.description or _("No description")
         return f"[{frmt_date}][{type_display}][{account}] {description} • {category} • {tags} • {amount}"
 
+    def deepcopy(self, memo=None):
+        """
+        Creates a deep copy of the transaction instance.
+
+        This method returns a new, unsaved Transaction instance with the same
+        values as the original, including its many-to-many relationships.
+        The primary key and any other unique fields are reset to avoid
+        database integrity errors upon saving.
+        """
+        if memo is None:
+            memo = {}
+
+        # Create a new instance of the class
+        new_obj = self.__class__()
+        memo[id(self)] = new_obj
+
+        # Copy all concrete fields from the original to the new object
+        for field in self._meta.concrete_fields:
+            # Skip the primary key to allow the database to generate a new one
+            if field.primary_key:
+                continue
+
+            # Reset any unique fields to None to avoid constraint violations
+            if field.unique and field.name == "internal_id":
+                setattr(new_obj, field.name, None)
+                continue
+
+            # Copy the value of the field
+            setattr(new_obj, field.name, getattr(self, field.name))
+
+        # Save the new object to the database to get a primary key
+        new_obj.save()
+
+        # Copy the many-to-many relationships
+        for field in self._meta.many_to_many:
+            source_manager = getattr(self, field.name)
+            destination_manager = getattr(new_obj, field.name)
+            # Set the M2M relationships for the new object
+            destination_manager.set(source_manager.all())
+
+        return new_obj
+
 
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):

app/apps/transactions/tests.py

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

app/apps/transactions/views/transactions.py

@@ -213,6 +213,7 @@ def transactions_bulk_edit(request):
         if form.is_valid():
             # Apply changes from the form to all selected transactions
             for transaction in transactions:
+                old_data = deepcopy(transaction)
                 for field_name, value in form.cleaned_data.items():
                     if value or isinstance(
                         value, bool
@@ -225,7 +226,7 @@ def transactions_bulk_edit(request):
                             setattr(transaction, field_name, value)
 
                 transaction.save()
-                transaction_updated.send(sender=transaction)
+                transaction_updated.send(sender=transaction, old_data=old_data)
 
             messages.success(
                 request,
@@ -373,10 +374,13 @@ def transactions_transfer(request):
 @require_http_methods(["GET"])
 def transaction_pay(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
+
     new_is_paid = False if transaction.is_paid else True
     transaction.is_paid = new_is_paid
     transaction.save()
-    transaction_updated.send(sender=transaction)
+
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -394,11 +398,12 @@ def transaction_pay(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_mute(request, transaction_id):
     transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
 
     new_mute = False if transaction.mute else True
     transaction.mute = new_mute
     transaction.save()
-    transaction_updated.send(sender=transaction)
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     response = render(
         request,
@@ -414,19 +419,20 @@ def transaction_mute(request, transaction_id):
 @require_http_methods(["GET"])
 def transaction_change_month(request, transaction_id, change_type):
     transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
+    old_data = deepcopy(transaction)
 
     if change_type == "next":
         transaction.reference_date = transaction.reference_date + relativedelta(
             months=1
         )
         transaction.save()
-        transaction_updated.send(sender=transaction)
+        transaction_updated.send(sender=transaction, old_data=old_data)
     elif change_type == "previous":
         transaction.reference_date = transaction.reference_date - relativedelta(
             months=1
         )
         transaction.save()
-        transaction_updated.send(sender=transaction)
+        transaction_updated.send(sender=transaction, old_data=old_data)
 
     return HttpResponse(
         status=204,
@@ -440,9 +446,11 @@ def transaction_change_month(request, transaction_id, change_type):
 def transaction_move_to_today(request, transaction_id):
     transaction: Transaction = get_object_or_404(Transaction, pk=transaction_id)
 
+    old_data = deepcopy(transaction)
+
     transaction.date = timezone.localdate(timezone.now())
     transaction.save()
-    transaction_updated.send(sender=transaction)
+    transaction_updated.send(sender=transaction, old_data=old_data)
 
     return HttpResponse(
         status=204,
@@ -589,7 +597,10 @@ def transaction_all_currency_summary(request):
 
     f = TransactionsFilter(request.GET, queryset=transactions)
 
-    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_data = calculate_currency_totals(
+        f.qs.exclude(account__in=request.user.untracked_accounts.all()),
+        ignore_empty=True,
+    )
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {

app/apps/users/forms.py

@@ -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/views.py

@@ -79,7 +79,7 @@ def yearly_overview_by_currency(request, year: int):
     currency = request.GET.get("currency")
 
     # Base query filter
-    filter_params = {"reference_date__year": year, "account__is_archived": False}
+    filter_params = {"reference_date__year": year}
 
     # Add month filter if provided
     if month:
@@ -95,6 +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")
     )
 

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

@@ -48,4 +48,8 @@
       </div>
     {% endfor %}
   </div>
+  <hr>
+  <div class="w-full text-end">
+    <a class="btn btn-outline-primary btn-sm" href="{{ today_url }}" role="button" hx-boost="true">{% trans 'Today' %}</a>
+  </div>
 {% endblock %}

app/templates/common/placeholder.html

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

app/templates/cotton/components/sidebar_menu_header.html

@@ -1,6 +1,6 @@
 <li>
   <div class="d-flex align-items-center">
-    <span class="text-muted small fw-bold text-uppercase tw:lg:hidden tw:lg:group-hover:inline me-2">{{ title }}</span>
+    <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

@@ -1,7 +1,7 @@
 {% load active_link %}
 <li>
   <a href="{% url url %}"
-     class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
+     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"
@@ -9,6 +9,6 @@
       {% endif %}>
     <i class="{{ icon }} fa-fw"></i>
     <span
-        class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
+        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

@@ -2,7 +2,7 @@
 <li>
   <a href="{{ url }}"
      hx-boost="false"
-     class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views=active css_class="sidebar-active" %}"
+     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"
@@ -11,6 +11,6 @@
 
     <i class="{{ icon }} fa-fw"></i>
     <span
-        class="ms-3 fw-medium tw:lg:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">{{ title }}</span>
+        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

@@ -1,8 +1,9 @@
 {% load markdown %}
 {% load i18n %}
-<div class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
+<div
+    class="transaction {% if transaction.type == "EX" %}expense{% else %}income{% endif %} tw:group/transaction tw:relative tw:hover:z-10">
   <div class="d-flex my-1">
-    {% if not disable_selection %}
+    {% if not disable_selection or not dummy %}
       <label class="px-3 d-flex align-items-center justify-content-center">
         <input class="form-check-input" type="checkbox" name="transactions" value="{{ transaction.id }}"
                id="check-{{ transaction.id }}" aria-label="{% translate 'Select' %}" hx-preserve>
@@ -19,9 +20,10 @@
             <a class="text-decoration-none p-3 tw:text-gray-500!"
                title="{% if transaction.is_paid %}{% trans 'Paid' %}{% else %}{% trans 'Projected' %}{% endif %}"
                role="button"
+                {% if not dummy %}
                hx-get="{% url 'transaction_pay' transaction_id=transaction.id %}"
                hx-target="closest .transaction"
-               hx-swap="outerHTML">
+               hx-swap="outerHTML"{% endif %}>
               {% if transaction.is_paid %}<i class="fa-regular fa-circle-check"></i>{% else %}<i
                   class="fa-regular fa-circle"></i>{% endif %}
             </a>
@@ -33,7 +35,8 @@
             </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>
@@ -58,14 +61,20 @@
           </div>
           <div class="tw:text-gray-400 tw:text-sm">
             {#        Entities #}
-            {% with transaction.entities.all as entities %}
+            {% comment %} First, check for the highest priority: a valid 'overriden_entities' list. {% endcomment %}
-              {% if entities %}
+            {% if overriden_entities %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
                 <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
-                  <div class="col ps-0">{{ entities|join:", " }}</div>
+                <div class="col ps-0">{{ overriden_entities|join:", " }}</div>
+              </div>
+
+              {% comment %} If no override, fall back to transaction entities, but ONLY if the transaction has an ID. {% endcomment %}
+            {% elif transaction.id and transaction.entities.all %}
+              <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                <div class="col-auto pe-1"><i class="fa-solid fa-user-group fa-fw me-1 fa-xs"></i></div>
+                <div class="col ps-0">{{ transaction.entities.all|join:", " }}</div>
               </div>
             {% endif %}
-            {% endwith %}
             {#        Notes#}
             {% if transaction.notes %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
@@ -81,17 +90,24 @@
               </div>
             {% endif %}
             {#        Tags#}
-            {% with transaction.tags.all as tags %}
+            {% comment %} First, check for the highest priority: a valid 'overriden_tags' list. {% endcomment %}
-              {% if tags %}
+            {% if overriden_tags %}
               <div class="row mb-2 mb-lg-1 tw:text-gray-400">
                 <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
-                  <div class="col ps-0">{{ tags|join:", " }}</div>
+                <div class="col ps-0">{{ overriden_tags|join:", " }}</div>
+              </div>
+
+              {% comment %} If no override, fall back to transaction tags, but ONLY if the transaction has an ID. {% endcomment %}
+            {% elif transaction.id and transaction.tags.all %}
+              <div class="row mb-2 mb-lg-1 tw:text-gray-400">
+                <div class="col-auto pe-1"><i class="fa-solid fa-hashtag fa-fw me-1 fa-xs"></i></div>
+                <div class="col ps-0">{{ transaction.tags.all|join:", " }}</div>
               </div>
             {% endif %}
-            {% 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"
@@ -101,6 +117,7 @@
                 color="{% if transaction.type == "EX" %}red{% else %}green{% endif %}"></c-amount.display>
           </div>
           {#    Exchange Rate#}
+          {% if not dummy %}
             {% with exchanged=transaction.exchanged_amount %}
               {% if exchanged %}
                 <div class="exchanged-amount mb-2 mb-lg-0">
@@ -113,15 +130,17 @@
                 </div>
               {% endif %}
             {% endwith %}
+          {% endif %}
           <div>
             {% if transaction.account.group %}{{ transaction.account.group.name }} • {% endif %}{{ transaction.account.name }}
           </div>
         </div>
+        {% if not dummy %}
           <div>
             {#      Item actions#}
             <div
-              class="transaction-actions tw:absolute! tw:right-[15px] tw:top-[50%] tw:md:right-auto tw:md:left-1/2 tw:md:top-0 tw:md:-translate-x-1/2 tw:-translate-y-1/2 tw:invisible tw:group-hover/transaction:visible d-flex flex-row card">
+                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 d-flex flex-column flex-md-row gap-1">
+              <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"
@@ -142,32 +161,67 @@
                      data-confirm-text="{% translate "Yes, delete it!" %}"
                      _="install prompt_swal"><i class="fa-solid fa-trash fa-fw text-danger"></i>
                   </a>
-                <button class="btn btn-secondary btn-sm transaction-action" type="button" data-bs-toggle="dropdown" aria-expanded="false">
+                  <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 dropdown-menu-end dropdown-menu-md-start">
-                  {% if transaction.category.mute %}
+                    {% 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 category' %}</div>
+                            <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>
+                      <li><a class="dropdown-item" href="#"
+                             hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}"
+                             hx-target="closest .transaction" hx-swap="outerHTML"><i
+                          class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
                     {% else %}
-                    <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
+                      <li><a class="dropdown-item" href="#"
+                             hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}"
+                             hx-target="closest .transaction" hx-swap="outerHTML"><i
+                          class="fa-solid fa-eye-slash fa-fw me-2"></i>{% translate 'Hide from summaries' %}</a></li>
                     {% endif %}
-                  <li><a class="dropdown-item" href="#" hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a></li>
+                    <li><a class="dropdown-item" href="#"
-                  <li><hr class="dropdown-divider"></li>
+                           hx-get="{% url 'quick_transaction_add_as_quick_transaction' transaction_id=transaction.id %}"><i
-                  <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>
+                        class="fa-solid fa-person-running fa-fw me-2"></i>{% translate 'Add as quick transaction' %}</a>
-                  <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>
-                  <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>
-                  <li><hr class="dropdown-divider"></li>
+                      <hr class="dropdown-divider">
-                  <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>
+                    </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 %}
                   <a class="btn btn-secondary btn-sm transaction-action"
@@ -192,6 +246,7 @@
               </div>
             </div>
           </div>
+        {% endif %}
       </div>
     </div>
   </div>

app/templates/currencies/fragments/list.html

@@ -24,6 +24,7 @@
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col-auto">{% translate 'Code' %}</th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
+            <th scope="col" class="col">{% translate 'Archived' %}</th>
           </tr>
         </thead>
         <tbody>
@@ -53,6 +54,7 @@
             </td>
             <td class="col-auto">{{ currency.code }}</td>
             <td class="col">{{ currency.name }}</td>
+            <td class="col">{% if currency.is_archived %}<i class="fa-solid fa-solid fa-check text-success"></i>{% endif %}</td>
           </tr>
           {% endfor %}
         </tbody>

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/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

@@ -5,31 +5,56 @@
 {% load static %}
 
 <div
-    class="tw:group tw:lg:w-16 tw:lg:hover:w-112 tw:transition-all tw:duration-100 tw:fixed tw:top-0 tw:start-0 tw:h-full tw:z-1020">
+    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 tw:lg:w-16 tw:lg:group-hover:w-104 tw:transition-all tw:duration-100 tw:overflow-hidden">
+      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
-        class="tw:hidden tw:lg:group-hover:block tw:absolute tw:top-0 tw:left-104 tw:w-8 tw:h-full tw:bg-transparent tw:pointer-events-auto tw:z-10"></div>
 
-    <a href="{% url 'index' %}" class="d-none d-lg-flex tw:justify-start p-3 text-decoration-none">
+{#    <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 tw:lg:invisible tw:lg:group-hover:visible">WYGIWYH</span>
+        <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 tw:lg:invisible tw:lg:group-hover:visible">WYGIWYH</span>
+        <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:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events]"
+    <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
@@ -127,10 +152,10 @@
            data-bs-target="#collapsible-panel"
            aria-expanded="false"
            aria-controls="collapsible-panel"
-           class="tw:text-wrap tw:lg:text-nowrap tw:lg:text-sm d-flex align-items-center text-decoration-none p-2 rounded-3 sidebar-item {% active_link views='tags_index||entities_index||categories_index||accounts_index||account_groups_index||currencies_index||exchange_rates_index||rules_index||import_profiles_index||automatic_exchange_rates_index||export_index||users_index' css_class="sidebar-active" %}">
+           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:invisible tw:lg:group-hover:visible tw:lg:group-hover:truncate tw:lg:group-focus:truncate tw:lg:group-hover:text-ellipsis tw:lg:group-focus:text-ellipsis">
+            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>
@@ -138,16 +163,15 @@
 
     <div class="mt-auto p-2 w-100">
       <div id="collapsible-panel"
-           class="p-0 collapse tw:absolute tw:bottom-0 tw:left-0 tw:w-full tw:z-30 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:max-h-dvh">
+           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">
+        <div class="tw:h-dvh tw:backdrop-blur-3xl tw:flex tw:flex-col">
-          <!-- Header -->
           <div
-              class="tw:flex tw:justify-between tw:items-center tw:p-4 tw:border-b tw:border-gray-600 tw:lg:hidden tw:lg:group-hover:flex">
+              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 tw:lg:invisible tw:lg:group-hover:visible">
+            <h5 class="tw:text-lg tw:font-semibold tw:text-gray-800 m-0">
               {% trans 'Management' %}
             </h5>
 
-            <button type="button" class="btn-close tw:lg:hidden tw:lg:group-hover:inline" aria-label="Close"
+            <button type="button" class="btn-close" aria-label="Close"
                     data-bs-toggle="collapse"
                     data-bs-target="#collapsible-panel"
                     aria-expanded="true"
@@ -155,7 +179,7 @@
             </button>
           </div>
 
-          <ul class="list-unstyled p-3 d-flex flex-column gap-1 tw:group-hover:lg:overflow-y-auto tw:lg:overflow-y-hidden tw:overflow-y-auto tw:overflow-x-hidden tw:text-nowrap tw:lg:group-hover:animate-[disable-pointer-events]"
+          <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
@@ -261,7 +285,7 @@
         </div>
       {% endif %}
 
-      <div class="btn-group w-100" role="group">
+      <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">
@@ -273,17 +297,24 @@
     <div>
       <hr class="my-1">
       <div
-          class="ps-4 pe-2 py-2 d-flex align-items-center text-body-secondary text-decoration-none justify-content-between tw:text-wrap tw:lg:text-nowrap">
+          class="ps-4 pe-2 py-2 d-flex align-items-center text-decoration-none justify-content-between">
-        <div>
+
-          <i class="fa-solid fa-circle-user"></i>
+        <div class="d-flex align-items-center" style="min-width: 0;">
-          <strong class="ms-2 tw:lg:invisible tw:lg:group-hover:visible">{{ user.email }}</strong>
+          <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="tw:lg:invisible tw:lg:group-hover:visible">
+
+        <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"
@@ -25,8 +25,9 @@
     </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' %}
+        <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 %}>
@@ -38,6 +39,20 @@
                 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 +265,102 @@
                       {% endfor %}
                     </td>
                   </tr>
+                  <!-- Entity rows -->
+                  {% if show_entities %}
+                    {% for entity_id, entity in tag.entities.items %}
+                      {% if entity.name or not entity.name and tag.entities.values|length > 1 %}
+                        <tr class="table-row-nested-2">
+                          <td class="ps-5">
+                            <i class="fa-solid fa-user-group fa-fw me-2 text-muted"></i>{% if entity.name %}{{ entity.name }}{% else %}{% trans 'No entity' %}{% endif %}
+                          </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>
+                      {% endif %}
+                    {% endfor %}
+                  {% endif %}
                 {% endif %}
               {% endfor %}
             {% endif %}

app/templates/layouts/base.html

@@ -35,7 +35,7 @@
   {% include 'includes/mobile_navbar.html' %}
   {% include 'includes/sidebar.html' %}
 
-  <main class="tw:p-4 tw:lg:ml-16">
+  <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>

app/templates/monthly_overview/pages/overview.html

@@ -133,48 +133,32 @@
 
       </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">
+        <div class="my-3">
-            {#        Filter transactions button #}
+          {# Hidden select to hold the order value and preserve the original update trigger #}
-            <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
+          <select name="order" id="order" class="d-none" _="on change trigger updated on window">
-                    data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
+            <option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                    aria-controls="collapse-filter">
+            <option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
+            <option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
-            </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>
+          {# Main control bar with filter, search, and ordering #}
-        </div>
+          <div class="input-group">
-        {#      Filter transactions form#}
+
-        <div class="collapse" id="collapse-filter" hx-preserve>
+            <button class="btn btn-secondary position-relative" type="button"
-          <div class="card card-body">
+                    data-bs-toggle="collapse" data-bs-target="#collapse-filter"
-            <form _="on change or submit or search trigger updated on window end
+                    aria-expanded="false" aria-controls="collapse-filter" id="filter-button" hx-preserve
-                   install init_tom_select
+                    title="{% translate 'Filter transactions' %}">
-                   install init_datepicker"
+              <i class="fa-solid fa-filter fa-fw"></i>
-                  id="filter">
+            </button>
-              {% crispy filter.form %}
+
-            </form>
+            {# Search box #}
-            <button class="btn btn-outline-danger btn-sm"
+            <label for="quick-search">
-                    _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+            </label>
-          </div>
+            <input type="search"
-        </div>
+                   class="form-control"
-        <div id="search" class="my-3">
+                   placeholder="{% translate 'Search' %}"
-          <label class="w-100">
+                   hx-preserve
-            <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
@@ -185,7 +169,65 @@
                          show <.transactions-divider-title/> when my value is empty
                          show <.transaction/> in <#transactions-list/>
                          when its textContent.toLowerCase() contains my value.toLowerCase()">
-          </label>
+
+            {# 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/rules/fragments/list.html

@@ -23,6 +23,7 @@
           <tr>
             <th scope="col" class="col-auto"></th>
             <th scope="col" class="col-auto"></th>
+            <th scope="col" class="col-auto">{% translate 'Order' %}</th>
             <th scope="col" class="col">{% translate 'Name' %}</th>
           </tr>
           </thead>
@@ -80,6 +81,9 @@
                     <i class="fa-solid fa-toggle-off tw:text-red-400"></i>{% endif %}
                 </a>
               </td>
+              <td class="col text-center">
+                <div>{{ rule.order }}</div>
+              </td>
               <td class="col">
                 <div>{{ rule.name }}</div>
                 <div class="tw:text-gray-400">{{ rule.description }}</div>

app/templates/rules/fragments/transaction_rule/dry_run/created.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit transaction rule' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_created' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-created-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-created-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/deleted.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit transaction rule' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_deleted' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-deleted-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-deleted-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/updated.html

@@ -0,0 +1,16 @@
+{% extends 'extends/offcanvas.html' %}
+{% load i18n %}
+{% load crispy_forms_tags %}
+
+{% block title %}{% translate 'Edit transaction rule' %}{% endblock %}
+
+{% block body %}
+  <form hx-post="{% url 'transaction_rule_dry_run_updated' pk=rule.id %}" hx-target="#generic-offcanvas"
+        hx-indicator="#dry-run-updated-result, closest form" class="show-loading" novalidate>
+    {% crispy form %}
+  </form>
+  <hr>
+  <div id="dry-run-updated-result" class="show-loading">
+    {% include 'rules/fragments/transaction_rule/dry_run/visual.html' with logs=logs results=results %}
+  </div>
+{% endblock %}

app/templates/rules/fragments/transaction_rule/dry_run/visual.html

@@ -0,0 +1,101 @@
+{% load i18n %}
+<div class="card tw:max-h-full tw:overflow-auto tw:overflow-x-auto">
+  <div class="card-header">
+    <ul class="nav nav-tabs card-header-tabs">
+      <li class="nav-item">
+        <button class="nav-link active" id="visual-tab" data-bs-toggle="tab" data-bs-target="#visual-tab-pane"
+                type="button" role="tab" aria-controls="visual-tab-pane"
+                aria-selected="true">{% translate 'Visual' %}</button>
+      </li>
+      <li class="nav-item" role="presentation">
+        <button class="nav-link" id="logs-tab" data-bs-toggle="tab" data-bs-target="#logs-tab-pane" type="button"
+                role="tab" aria-controls="logs-tab-pane" aria-selected="false">{% translate 'Logs' %}</button>
+      </li>
+    </ul>
+  </div>
+  <div class="card-body">
+    <div class="tab-content" id="myTabContent">
+      <div class="tab-pane fade show active" id="visual-tab-pane" role="tabpanel" aria-labelledby="home-tab"
+           tabindex="0">
+        {% if not results %}
+          {% translate 'Run a test to see...' %}
+        {% else %}
+          {% for result in results %}
+
+            {% if result.type == 'header' %}
+              <div class="my-3">
+                <h6 class="text-center mb-3">
+                  <span class="badge text-bg-secondary">
+                  {% if result.header_type == "edit_transaction" %}
+                    {% translate 'Edit transaction' %}
+                  {% elif result.header_type == "update_or_create_transaction" %}
+                    {% translate 'Update or create transaction' %}
+                  {% endif %}
+                  </span>
+                </h6>
+              </div>
+            {% endif %}
+
+
+            {% if result.type == 'triggering_transaction' %}
+              <div class="mt-4">
+                <h6 class="text-center mb-3"><span class="badge text-bg-secondary">{% translate 'Start' %}</span></h6>
+                <c-transaction.item :transaction="result.transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'edit_transaction' %}
+              <div>
+                <div>
+                  {% translate 'Set' %} <span
+                    class="badge text-bg-secondary">{{ result.field }}</span> {% translate 'to' %}
+                  <span class="badge text-bg-secondary">{{ result.new_value }}</span>
+                </div>
+                <c-transaction.item :transaction="result.transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'update_or_create_transaction' %}
+              <div>
+                <div class="alert alert-info" role="alert">
+                  {% translate 'Search' %}: {{ result.query }}
+                </div>
+                {% if result.start_transaction %}
+                  <c-transaction.item :transaction="result.start_transaction" :dummy="True"
+                                      :disable-selection="True"></c-transaction.item>
+                {% else %}
+                  <div class="alert alert-danger" role="alert">
+                    {% translate 'No transaction found, a new one will be created' %}
+                  </div>
+                {% endif %}
+                <div class="text-center h3 my-2"><i class="fa-solid fa-arrow-down"></i></div>
+                <c-transaction.item :transaction="result.end_transaction" :dummy="True"
+                                    :disable-selection="True"></c-transaction.item>
+              </div>
+            {% endif %}
+
+            {% if result.type == 'error' %}
+              <div>
+                <div class="alert alert-{% if result.level == 'error' %}danger{% elif result.level == 'warning' %}warning{% else %}info{% endif %}" role="alert">
+                  {{ result.error }}
+                </div>
+              </div>
+            {% endif %}
+
+          {% endfor %}
+        {% endif %}
+      </div>
+      <div class="tab-pane fade" id="logs-tab-pane" role="tabpanel" aria-labelledby="logs-tab" tabindex="0">
+        {% if not logs %}
+          {% translate 'Run a test to see...' %}
+        {% else %}
+          <pre>
+              {{ logs|linebreaks }}
+            </pre>
+        {% endif %}
+      </div>
+    </div>
+  </div>
+</div>

app/templates/rules/fragments/transaction_rule/view.html

@@ -30,21 +30,27 @@
 
     <div class="my-3">
       <div class="tw:text-xl mb-2">{% translate 'Then...' %}</div>
-      {% for action in transaction_rule.transaction_actions.all %}
+      {% for action in all_actions %}
+        {% if action.action_type == "edit_transaction" %}
           <div class="card mb-3">
             <div class="card-header">
-            <div><span class="badge text-bg-primary">{% trans 'Edit transaction' %}</span></div>
+              <div>
+                {% if action.order != 0 %}<span class="badge text-bg-secondary">{{ action.order }}</span>{% endif %}
+                <span class="badge text-bg-primary">{% trans 'Edit transaction' %}</span>
+              </div>
             </div>
             <div class="card-body">
-            <div>{% translate 'Set' %} <span
+              <div>
-                class="badge text-bg-secondary">{{ action.get_field_display }}</span> {% translate 'to' %}</div>
+                {% translate 'Set' %} <span
+                  class="badge text-bg-secondary">{{ action.get_field_display }}</span> {% translate 'to' %}
+              </div>
               <div class="text-bg-secondary rounded-3 mt-3 p-2">{{ action.value }}</div>
             </div>
             <div class="card-footer text-end">
               <a class="text-decoration-none tw:text-gray-400 p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Edit" %}"
+                 data-bs-title="{% translate 'Edit' %}"
                  hx-get="{% url 'transaction_rule_action_edit' transaction_rule_action_id=action.id %}"
                  hx-target="#generic-offcanvas">
                 <i class="fa-solid fa-pencil fa-fw"></i>
@@ -52,23 +58,25 @@
               <a class="text-danger text-decoration-none p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Delete" %}"
+                 data-bs-title="{% translate 'Delete' %}"
                  hx-delete="{% url 'transaction_rule_action_delete' transaction_rule_action_id=action.id %}"
                  hx-trigger='confirmed'
                  data-bypass-on-ctrl="true"
-               data-title="{% translate "Are you sure?" %}"
+                 data-title="{% translate 'Are you sure?' %}"
                  data-text="{% translate "You won't be able to revert this!" %}"
-               data-confirm-text="{% translate "Yes, delete it!" %}"
+                 data-confirm-text="{% translate 'Yes, delete it!' %}"
                  _="install prompt_swal">
                 <i class="fa-solid fa-trash fa-fw"></i>
               </a>
             </div>
           </div>
-      {% endfor %}
+        {% elif action.action_type == "update_or_create_transaction" %}
-      {% for action in transaction_rule.update_or_create_transaction_actions.all %}
           <div class="card mb-3">
             <div class="card-header">
-            <div><span class="badge text-bg-primary">{% trans 'Update or create transaction' %}</span></div>
+              <div>
+                {% if action.order != 0 %}<span class="badge text-bg-secondary">{{ action.order }}</span>{% endif %}
+                <span class="badge text-bg-primary">{% trans 'Update or create transaction' %}</span>
+              </div>
             </div>
             <div class="card-body">
               <div>{% trans 'Edit to view' %}</div>
@@ -77,7 +85,7 @@
               <a class="text-decoration-none tw:text-gray-400 p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Edit" %}"
+                 data-bs-title="{% translate 'Edit' %}"
                  hx-get="{% url 'update_or_create_transaction_rule_action_edit' pk=action.id %}"
                  hx-target="#generic-offcanvas">
                 <i class="fa-solid fa-pencil fa-fw"></i>
@@ -85,41 +93,66 @@
               <a class="text-danger text-decoration-none p-1"
                  role="button"
                  data-bs-toggle="tooltip"
-               data-bs-title="{% translate "Delete" %}"
+                 data-bs-title="{% translate 'Delete' %}"
                  hx-delete="{% url 'update_or_create_transaction_rule_action_delete' pk=action.id %}"
                  hx-trigger='confirmed'
                  data-bypass-on-ctrl="true"
-               data-title="{% translate "Are you sure?" %}"
+                 data-title="{% translate 'Are you sure?' %}"
                  data-text="{% translate "You won't be able to revert this!" %}"
-               data-confirm-text="{% translate "Yes, delete it!" %}"
+                 data-confirm-text="{% translate 'Yes, delete it!' %}"
                  _="install prompt_swal">
                 <i class="fa-solid fa-trash fa-fw"></i>
               </a>
             </div>
           </div>
-      {% endfor %}
+        {% endif %}
-      {% if not transaction_rule.update_or_create_transaction_actions.all and not transaction_rule.transaction_actions.all %}
+      {% empty %}
         <div class="card">
           <div class="card-body">
             {% translate 'This rule has no actions' %}
           </div>
         </div>
-      {% endif %}
+      {% endfor %}
       <hr>
-      <div class="dropdown">
+      <div class="d-grid d-lg-flex gap-2">
+        <div class="dropdown flex-fill">
+          <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
+                  aria-expanded="false">
+            <i class="fa-solid fa-flask-vial me-2"></i>{% translate 'Test' %}
+          </button>
+          <ul class="dropdown-menu">
+            {% if transaction_rule.on_create %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_created' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'Create' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_update %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_updated' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'Update' %}</a></li>
+            {% endif %}
+            {% if transaction_rule.on_delete %}
+              <li><a class="dropdown-item" role="link" href="#"
+                     hx-get="{% url 'transaction_rule_dry_run_deleted' pk=transaction_rule.id %}"
+                     hx-target="#generic-offcanvas">{% trans 'Delete' %}</a></li>
+            {% endif %}
+          </ul>
+        </div>
+        <div class="dropdown flex-fill">
           <button class="btn btn-outline-primary text-decoration-none w-100" type="button" data-bs-toggle="dropdown"
                   aria-expanded="false">
             <i class="fa-solid fa-circle-plus me-2"></i>{% translate 'Add new' %}
           </button>
-        <ul class="dropdown-menu dropdown-menu-end w-100">
+          <ul class="dropdown-menu">
-          <li><a class="dropdown-item" role="link"
+            <li><a class="dropdown-item" role="link" href="#"
                    hx-get="{% url 'transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
                    hx-target="#generic-offcanvas">{% trans 'Edit Transaction' %}</a></li>
-          <li><a class="dropdown-item" role="link"
+            <li><a class="dropdown-item" role="link" href="#"
                    hx-get="{% url 'update_or_create_transaction_rule_action_add' transaction_rule_id=transaction_rule.id %}"
                    hx-target="#generic-offcanvas">{% trans 'Update or Create Transaction' %}</a></li>
           </ul>
         </div>
       </div>
     </div>
+  </div>
 {% endblock %}

app/templates/transactions/fragments/list_all.html

@@ -5,31 +5,38 @@
 
 <div id="transactions-list">
   {% for x in transactions_by_date %}
-    <div id="{{ x.grouper|slugify }}"
+    <div id="{{ x.grouper|slugify }}" class="transactions-divider"
-         _="on htmx:afterSettle from #transactions if sessionStorage.getItem(my id) is null then sessionStorage.setItem(my id, 'true')">
+         _="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">
+      <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>

app/templates/transactions/pages/transactions.html

@@ -8,45 +8,101 @@
   <div class="container px-md-3 py-3 column-gap-5">
     <div class="row gx-xl-4 gy-3">
       <div class="col-12 col-xl-8 order-2 order-xl-1">
-        <div class="row mb-1">
+        <div class="mb-3">
-          <div class="col-sm-6 col-12">
+          {# Hidden select to hold the order value and preserve the original update trigger #}
-            {#        Filter transactions button #}
+          <select name="order" id="order" class="d-none" _="on change trigger updated on window">
-            <button type="button" class="btn btn-sm btn-outline-primary dropdown-toggle" type="button"
+            <option value="default" {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                    data-bs-toggle="collapse" data-bs-target="#collapse-filter" aria-expanded="false"
+            <option value="older" {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-                    aria-controls="collapse-filter">
+            <option value="newer" {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
-              <i class="fa-solid fa-filter fa-fw me-2"></i>{% translate 'Filter transactions' %}
-            </button>
-          </div>
-          {#        Ordering button#}
-          <div class="col-sm-6 col-12 tw:content-center my-3 my-sm-0">
-            <div class="text-sm-end" _="on change trigger updated on window">
-              <label for="order">{% translate "Order by" %}</label>
-              <select
-                  class="tw:border-0 tw:focus-visible:outline-0 w-full pe-2 tw:leading-normal text-bg-tertiary tw:font-medium rounded bg-body text-body"
-                  name="order" id="order">
-                <option value="default"
-                        {% if order == 'default' %}selected{% endif %}>{% translate 'Default' %}</option>
-                <option value="older"
-                        {% if order == 'older' %}selected{% endif %}>{% translate 'Oldest first' %}</option>
-                <option value="newer"
-                        {% if order == 'newer' %}selected{% endif %}>{% translate 'Newest first' %}</option>
           </select>
+
+          {# 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>
-          </div>
+
-        </div>
           {# Filter transactions form #}
-        <div class="collapse" id="collapse-filter">
+          <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
+              <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">
+                    id="filter" class="mt-3">
                 {% crispy filter.form %}
               </form>
-            <button class="btn btn-outline-danger btn-sm"
+
+              <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' %}"

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/_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

@@ -85,3 +85,7 @@ select[multiple] {
 [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

@@ -9,3 +9,133 @@
 .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;
+    }
+}