fix: avoid exposing validation details in oauth client registration errors

.github/workflows/translations.yml

@@ -65,6 +65,7 @@ jobs:
         if: steps.check_changes.outputs.changes_detected == 'true'
         uses: stefanzweifel/git-auto-commit-action@v5
         with:
+          push_options: --force
           commit_message: |
             chore(locale): update translation files
             

app/apps/accounts/views/account_groups.py

@@ -1,19 +1,13 @@
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.http import HttpResponse
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.accounts.forms import AccountGroupForm
 from apps.accounts.models import AccountGroup
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.common.models import SharedObject
 from apps.common.forms import SharedObjectForm
 
@@ -69,7 +63,17 @@ def account_group_add(request, **kwargs):
 @login_required
 @require_http_methods(["GET", "POST"])
 def account_group_edit(request, pk):
-    account_group = get_shared_object_or_error(AccountGroup, request, id=pk, level=EDIT)
+    account_group = get_object_or_404(AccountGroup, id=pk)
+
+    if account_group.owner and account_group.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = AccountGroupForm(request.POST, instance=account_group)
@@ -97,18 +101,17 @@ def account_group_edit(request, pk):
 @login_required
 @require_http_methods(["DELETE"])
 def account_group_delete(request, pk):
-    account_group = get_shared_object_or_error(AccountGroup, request, id=pk, level=READ)
+    account_group = get_object_or_404(AccountGroup, id=pk)
 
-    if account_group.is_editable_by(request.user):
-        account_group.delete()
-        messages.success(request, _("Account Group deleted successfully"))
-    elif account_group.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's object shared with us: we can drop our own access
-        # to it, but never delete it.
+    if (
+        account_group.owner != request.user
+        and request.user in account_group.shared_with.all()
+    ):
         account_group.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        account_group.delete()
+        messages.success(request, _("Account Group deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -122,7 +125,7 @@ def account_group_delete(request, pk):
 @login_required
 @require_http_methods(["GET"])
 def account_group_take_ownership(request, pk):
-    account_group = get_shared_object_or_error(AccountGroup, request, id=pk, level=EDIT)
+    account_group = get_object_or_404(AccountGroup, id=pk)
 
     if not account_group.owner:
         account_group.owner = request.user
@@ -143,7 +146,17 @@ def account_group_take_ownership(request, pk):
 @login_required
 @require_http_methods(["GET", "POST"])
 def account_group_share(request, pk):
-    obj = get_shared_object_or_error(AccountGroup, request, id=pk, level=EDIT)
+    obj = get_object_or_404(AccountGroup, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)

app/apps/accounts/views/accounts.py

@@ -1,19 +1,13 @@
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.http import HttpResponse
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.accounts.forms import AccountForm
 from apps.accounts.models import Account
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.common.models import SharedObject
 from apps.common.forms import SharedObjectForm
 
@@ -69,7 +63,16 @@ def account_add(request, **kwargs):
 @login_required
 @require_http_methods(["GET", "POST"])
 def account_edit(request, pk):
-    account = get_shared_object_or_error(Account, request, id=pk, level=EDIT)
+    account = get_object_or_404(Account, id=pk)
+    if account.owner and account.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = AccountForm(request.POST, instance=account)
@@ -97,7 +100,17 @@ def account_edit(request, pk):
 @login_required
 @require_http_methods(["GET", "POST"])
 def account_share(request, pk):
-    obj = get_shared_object_or_error(Account, request, id=pk, level=EDIT)
+    obj = get_object_or_404(Account, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)
@@ -125,18 +138,14 @@ def account_share(request, pk):
 @login_required
 @require_http_methods(["DELETE"])
 def account_delete(request, pk):
-    account = get_shared_object_or_error(Account, request, id=pk, level=READ)
+    account = get_object_or_404(Account, id=pk)
 
-    if account.is_editable_by(request.user):
-        account.delete()
-        messages.success(request, _("Account deleted successfully"))
-    elif account.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's object shared with us: we can drop our own access
-        # to it, but never delete it.
+    if account.owner != request.user and request.user in account.shared_with.all():
         account.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        account.delete()
+        messages.success(request, _("Account deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -150,9 +159,7 @@ def account_delete(request, pk):
 @login_required
 @require_http_methods(["GET"])
 def account_toggle_untracked(request, pk):
-    # Only flips the calling user's own row in untracked_by, so visibility --
-    # not ownership -- is the right bar here.
-    account = get_shared_object_or_error(Account, request, id=pk, level=READ)
+    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"))
@@ -172,7 +179,7 @@ def account_toggle_untracked(request, pk):
 @login_required
 @require_http_methods(["GET"])
 def account_take_ownership(request, pk):
-    account = get_shared_object_or_error(Account, request, id=pk, level=EDIT)
+    account = get_object_or_404(Account, id=pk)
 
     if not account.owner:
         account.owner = request.user

app/apps/api/permissions.py

@@ -1,8 +1,4 @@
-from rest_framework.permissions import (
-    SAFE_METHODS,
-    BasePermission,
-    DjangoModelPermissions,
-)
+from rest_framework.permissions import BasePermission
 from django.conf import settings
 
 
@@ -12,37 +8,3 @@ class NotInDemoMode(BasePermission):
             return False
         else:
             return True
-
-
-class SharedObjectPermission(BasePermission):
-    """Object-level ownership check for SharedObject-backed viewsets.
-
-    DjangoModelPermissions is model-level: a user holding ``change_account``
-    may write any object the viewset's queryset returns, and for SharedObject
-    that queryset includes other people's public and shared-with-them objects.
-    Sharing grants read access only, so writes are restricted to the owner
-    here as well.
-
-    Set ``shared_object_via`` on the viewset when the governing SharedObject is
-    reached through a relation (e.g. ``"strategy"`` for a DCA entry).
-    """
-
-    def has_object_permission(self, request, view, obj):
-        if request.method in SAFE_METHODS:
-            return True
-
-        guard = obj
-        via = getattr(view, "shared_object_via", None)
-        for attr in via.split(".") if via else []:
-            guard = getattr(guard, attr)
-
-        return guard.is_editable_by(request.user)
-
-
-#: Default permissions plus the object-level ownership check. Assigning
-#: ``permission_classes`` replaces the defaults, so they are repeated here.
-SHARED_OBJECT_PERMISSIONS = [
-    NotInDemoMode,
-    DjangoModelPermissions,
-    SharedObjectPermission,
-]

app/apps/api/tests/__init__.py

@@ -3,4 +3,3 @@ from .test_imports import *
 from .test_accounts import *
 from .test_data_isolation import *
 from .test_shared_access import *
-from .test_object_permissions import *

app/apps/api/tests/test_object_permissions.py

@@ -1,171 +0,0 @@
-"""Object-level ownership on the SharedObject API viewsets.
-
-DjangoModelPermissions is model-level: a user holding ``change_account`` could
-write any object the viewset's queryset returned, and for SharedObject that
-queryset includes other people's public and shared-with-them objects. Ordinary
-users hold no model permissions, so this was not reachable for them, but the
-object-level check was missing entirely.
-
-Reads are unaffected -- they stay governed by SharedObjectManager.
-"""
-
-from datetime import date
-from decimal import Decimal
-
-from django.contrib.auth import get_user_model
-from django.contrib.auth.models import Permission
-from django.test import TestCase, override_settings
-from rest_framework import status
-from rest_framework.test import APIClient
-
-from apps.accounts.models import Account
-from apps.currencies.models import Currency
-from apps.dca.models import DCAEntry, DCAStrategy
-from apps.transactions.models import TransactionCategory
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-    DEMO=False,
-)
-class SharedObjectAPIPermissionTests(TestCase):
-    """The attacker here deliberately HOLDS the Django model permissions.
-
-    Without them DjangoModelPermissions already answers 403 and the
-    object-level check is never consulted, so the test would pass whether or
-    not it exists.
-    """
-
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.attacker = User.objects.create_user(
-            email="attacker@test.com", password="testpass123"
-        )
-        self.attacker.user_permissions.set(
-            Permission.objects.filter(
-                codename__in=[
-                    "add_account",
-                    "change_account",
-                    "delete_account",
-                    "add_transactioncategory",
-                    "change_transactioncategory",
-                    "delete_transactioncategory",
-                    "add_dcaentry",
-                    "change_dcaentry",
-                    "delete_dcaentry",
-                ]
-            )
-        )
-        # Permissions are cached on the user instance.
-        self.attacker = User.objects.get(pk=self.attacker.pk)
-
-        self.currency = Currency.objects.create(
-            code="USD", name="US Dollar", decimal_places=2
-        )
-
-        self.api = APIClient()
-        self.api.force_authenticate(user=self.attacker)
-
-    def test_cannot_modify_public_account(self):
-        account = Account.all_objects.create(
-            name="Public account",
-            currency=self.currency,
-            owner=self.owner,
-            visibility="public",
-        )
-
-        response = self.api.patch(
-            f"/api/accounts/{account.id}/", {"name": "HIJACKED"}, format="json"
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
-        account.refresh_from_db()
-        self.assertEqual(account.name, "Public account")
-
-    def test_cannot_delete_account_shared_with_them(self):
-        account = Account.all_objects.create(
-            name="Shared account",
-            currency=self.currency,
-            owner=self.owner,
-            visibility="private",
-        )
-        account.shared_with.add(self.attacker)
-
-        response = self.api.delete(f"/api/accounts/{account.id}/")
-
-        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
-        self.assertTrue(Account.all_objects.filter(pk=account.pk).exists())
-
-    def test_cannot_delete_public_category(self):
-        category = TransactionCategory.all_objects.create(
-            name="Public category", owner=self.owner, visibility="public"
-        )
-
-        response = self.api.delete(f"/api/categories/{category.id}/")
-
-        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
-        self.assertTrue(TransactionCategory.all_objects.filter(pk=category.pk).exists())
-
-    def test_cannot_delete_entry_on_public_strategy(self):
-        strategy = DCAStrategy.all_objects.create(
-            name="Public strategy",
-            owner=self.owner,
-            visibility="public",
-            target_currency=self.currency,
-            payment_currency=self.currency,
-        )
-        entry = DCAEntry.objects.create(
-            strategy=strategy,
-            date=date(2025, 1, 1),
-            amount_paid=Decimal("100"),
-            amount_received=Decimal("1"),
-        )
-
-        response = self.api.delete(f"/api/dca/entries/{entry.id}/")
-
-        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
-        self.assertTrue(DCAEntry.objects.filter(pk=entry.pk).exists())
-
-    def test_reads_of_shared_objects_still_work(self):
-        account = Account.all_objects.create(
-            name="Public account",
-            currency=self.currency,
-            owner=self.owner,
-            visibility="public",
-        )
-
-        response = self.api.get(f"/api/accounts/{account.id}/")
-
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-
-    def test_owner_can_still_write_their_own_objects(self):
-        owner_client = APIClient()
-        self.owner.user_permissions.set(
-            Permission.objects.filter(codename__in=["change_account", "delete_account"])
-        )
-        owner = get_user_model().objects.get(pk=self.owner.pk)
-        owner_client.force_authenticate(user=owner)
-
-        account = Account.all_objects.create(
-            name="Own account",
-            currency=self.currency,
-            owner=owner,
-            visibility="private",
-        )
-
-        response = owner_client.patch(
-            f"/api/accounts/{account.id}/", {"name": "Renamed"}, format="json"
-        )
-
-        self.assertEqual(response.status_code, status.HTTP_200_OK)
-        account.refresh_from_db()
-        self.assertEqual(account.name, "Renamed")

app/apps/api/views/accounts.py

@@ -6,7 +6,6 @@ from rest_framework.response import Response
 
 from apps.accounts.models import AccountGroup, Account
 from apps.accounts.services import get_account_balance
-from apps.api.permissions import SHARED_OBJECT_PERMISSIONS
 from apps.api.serializers import (
     AccountGroupSerializer,
     AccountSerializer,
@@ -17,7 +16,6 @@ from apps.api.serializers import (
 class AccountGroupViewSet(viewsets.ModelViewSet):
     """ViewSet for managing account groups."""
 
-    permission_classes = SHARED_OBJECT_PERMISSIONS
     queryset = AccountGroup.objects.all()
     serializer_class = AccountGroupSerializer
     filterset_fields = {
@@ -42,7 +40,6 @@ class AccountGroupViewSet(viewsets.ModelViewSet):
 class AccountViewSet(viewsets.ModelViewSet):
     """ViewSet for managing accounts."""
 
-    permission_classes = SHARED_OBJECT_PERMISSIONS
     queryset = Account.objects.all()
     serializer_class = AccountSerializer
     filterset_fields = {

app/apps/api/views/dca.py

@@ -2,12 +2,10 @@ from rest_framework import viewsets
 from rest_framework.decorators import action
 from rest_framework.response import Response
 from apps.dca.models import DCAStrategy, DCAEntry
-from apps.api.permissions import SHARED_OBJECT_PERMISSIONS
 from apps.api.serializers import DCAStrategySerializer, DCAEntrySerializer
 
 
 class DCAStrategyViewSet(viewsets.ModelViewSet):
-    permission_classes = SHARED_OBJECT_PERMISSIONS
     queryset = DCAStrategy.objects.all()
     serializer_class = DCAStrategySerializer
     filterset_fields = {
@@ -45,8 +43,6 @@ class DCAStrategyViewSet(viewsets.ModelViewSet):
 
 
 class DCAEntryViewSet(viewsets.ModelViewSet):
-    permission_classes = SHARED_OBJECT_PERMISSIONS
-    shared_object_via = "strategy"
     queryset = DCAEntry.objects.all()
     serializer_class = DCAEntrySerializer
     filterset_fields = {

app/apps/api/views/transactions.py

@@ -19,7 +19,6 @@ from apps.transactions.models import (
     RecurringTransaction,
 )
 from apps.rules.signals import transaction_updated, transaction_created
-from apps.api.permissions import SHARED_OBJECT_PERMISSIONS
 
 
 class TransactionViewSet(viewsets.ModelViewSet):
@@ -69,7 +68,6 @@ class TransactionViewSet(viewsets.ModelViewSet):
 
 
 class TransactionCategoryViewSet(viewsets.ModelViewSet):
-    permission_classes = SHARED_OBJECT_PERMISSIONS
     queryset = TransactionCategory.objects.all()
     serializer_class = TransactionCategorySerializer
     filterset_fields = {
@@ -87,7 +85,6 @@ class TransactionCategoryViewSet(viewsets.ModelViewSet):
 
 
 class TransactionTagViewSet(viewsets.ModelViewSet):
-    permission_classes = SHARED_OBJECT_PERMISSIONS
     queryset = TransactionTag.objects.all()
     serializer_class = TransactionTagSerializer
     filterset_fields = {
@@ -104,7 +101,6 @@ class TransactionTagViewSet(viewsets.ModelViewSet):
 
 
 class TransactionEntityViewSet(viewsets.ModelViewSet):
-    permission_classes = SHARED_OBJECT_PERMISSIONS
     queryset = TransactionEntity.objects.all()
     serializer_class = TransactionEntitySerializer
     filterset_fields = {

app/apps/common/functions/permissions.py

@@ -1,58 +0,0 @@
-from django.core.exceptions import PermissionDenied
-from django.http import Http404
-from django.shortcuts import get_object_or_404
-
-READ = "read"
-EDIT = "edit"
-
-
-def get_shared_object_or_error(klass, request, *, level=EDIT, via=None, **kwargs):
-    """Fetch an object like ``get_object_or_404`` while enforcing access control.
-
-    ``SharedObjectManager`` scopes querysets to what a user may *see*, which is
-    not the same as what they may *change*. Views that resolve an object from a
-    URL id must state which of the two they need, otherwise a shared or public
-    object becomes writable by anyone who can see it.
-
-    ``level`` selects the check applied to the governing ``SharedObject``:
-
-    ``READ``
-        The object must be visible to the user. Denial raises :class:`Http404`
-        so the response does not confirm that the id exists.
-    ``EDIT``
-        The object must be owned by the user. Denial raises
-        :class:`~django.core.exceptions.PermissionDenied` (HTTP 403), which the
-        frontend surfaces as an "Access Denied" dialog. An object the user
-        cannot even see raises :class:`Http404` instead, so 403 never confirms
-        the existence of an object they were not allowed to know about.
-
-    Objects with no owner stay accessible to everyone, preserving the existing
-    behaviour for legacy/unowned objects.
-
-    ``via`` is a dotted path to the ``SharedObject`` that governs access, for
-    models owned through a relation, e.g. a rule action governed by its parent
-    rule::
-
-        get_shared_object_or_error(
-            TransactionRuleAction, request, id=pk, level=EDIT, via="rule"
-        )
-
-    The path is resolved with a plain ``getattr``, so a path that does not
-    resolve raises ``AttributeError`` rather than silently granting access.
-    """
-    obj = get_object_or_404(klass, **kwargs)
-
-    guard = obj
-    for attr in via.split(".") if via else []:
-        guard = getattr(guard, attr)
-
-    if level not in (READ, EDIT):
-        raise ValueError(f"Unknown access level: {level!r}")
-
-    if not guard.is_visible_to(request.user):
-        raise Http404
-
-    if level == EDIT and not guard.is_editable_by(request.user):
-        raise PermissionDenied
-
-    return obj

app/apps/common/models.py

@@ -58,35 +58,13 @@ class SharedObject(models.Model):
             models.Index(fields=["visibility"]),
         ]
 
-    # NOTE: these two predicates must stay in sync with the ``Q`` objects built
-    # by ``SharedObjectManager.get_queryset`` above. The manager filters at the
-    # queryset level and these check a single instance, so they cannot share an
-    # implementation; ``SharedObjectPredicateParityTests`` asserts they agree.
-    def is_visible_to(self, user):
-        """Whether ``user`` may read this object.
-
-        Mirrors ``SharedObjectManager``: public objects, objects with no owner,
-        the owner's own objects, and objects explicitly shared with the user.
-        """
-        if self.owner is None or self.visibility == "public":
-            return True
-
-        if not user or not user.is_authenticated:
-            return False
-
-        return self.owner_id == user.pk or self.shared_with.filter(pk=user.pk).exists()
-
-    def is_editable_by(self, user):
-        """Whether ``user`` may mutate this object.
-
-        Sharing grants read access only; mutation stays with the owner. Objects
-        with no owner remain editable by everyone, preserving the behaviour of
-        legacy/unowned objects.
-        """
-        if self.owner is None:
-            return True
-
-        return bool(user and user.is_authenticated and self.owner_id == user.pk)
+    def is_accessible_by(self, user):
+        """Check if a user can access this object"""
+        return (
+            self.visibility == "public"
+            or self.owner == user
+            or (self.visibility == "shared" and user in self.shared_with.all())
+        )
 
     def save(self, *args, **kwargs):
         if not self.pk and not self.owner:

app/apps/common/oauth_views.py

@@ -1,5 +1,6 @@
 import hmac
 import json
+import logging
 import time
 from secrets import token_urlsafe
 
@@ -12,6 +13,7 @@ from oauth2_provider.models import get_application_model
 
 
 Application = get_application_model()
+logger = logging.getLogger(__name__)
 
 SUPPORTED_TOKEN_ENDPOINT_AUTH_METHODS = {
     "none": Application.CLIENT_PUBLIC,
@@ -145,7 +147,8 @@ def dynamic_client_registration(request):
             default=["code"],
         )
     except ValueError as exc:
-        return _json_error("invalid_client_metadata", str(exc))
+        logger.warning("Invalid dynamic client registration payload: %s", exc)
+        return _json_error("invalid_client_metadata", "Client metadata is invalid.")
 
     unsupported_grant_types = sorted(set(grant_types) - SUPPORTED_GRANT_TYPES)
     if unsupported_grant_types:
@@ -223,12 +226,10 @@ def dynamic_client_registration(request):
     try:
         application.full_clean()
     except ValidationError as exc:
-        errors = []
-        for field, messages in exc.message_dict.items():
-            errors.extend(f"{field}: {message}" for message in messages)
+        logger.warning("Dynamic client registration validation failed: %s", exc)
         return _json_error(
             "invalid_client_metadata",
-            "; ".join(errors),
+            "Client metadata is invalid.",
         )
 
     application.save()

app/apps/common/tests/test_permissions.py

@@ -1,269 +0,0 @@
-from django.contrib.auth import get_user_model
-from django.contrib.auth.models import AnonymousUser
-from django.core.exceptions import PermissionDenied
-from django.http import Http404
-from django.test import RequestFactory, TestCase, override_settings
-
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
-from apps.common.middleware.thread_local import delete_current_user, write_current_user
-from apps.rules.models import TransactionRule, TransactionRuleAction
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-)
-class SharedObjectPredicateTests(TestCase):
-    """Unit tests for is_visible_to / is_editable_by on SharedObject."""
-
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.shared_user = User.objects.create_user(
-            email="shared@test.com", password="testpass123"
-        )
-        self.stranger = User.objects.create_user(
-            email="stranger@test.com", password="testpass123"
-        )
-
-    def _rule(self, **kwargs):
-        kwargs.setdefault("name", "Rule")
-        kwargs.setdefault("trigger", "True")
-        return TransactionRule.all_objects.create(**kwargs)
-
-    def test_owner_can_read_and_edit_own_private_rule(self):
-        rule = self._rule(owner=self.owner, visibility="private")
-
-        self.assertTrue(rule.is_visible_to(self.owner))
-        self.assertTrue(rule.is_editable_by(self.owner))
-
-    def test_private_rule_is_invisible_to_stranger(self):
-        rule = self._rule(owner=self.owner, visibility="private")
-
-        self.assertFalse(rule.is_visible_to(self.stranger))
-        self.assertFalse(rule.is_editable_by(self.stranger))
-
-    def test_shared_rule_is_readable_but_not_editable(self):
-        rule = self._rule(owner=self.owner, visibility="private")
-        rule.shared_with.add(self.shared_user)
-
-        self.assertTrue(rule.is_visible_to(self.shared_user))
-        self.assertFalse(rule.is_editable_by(self.shared_user))
-
-    def test_public_rule_is_readable_but_not_editable(self):
-        rule = self._rule(owner=self.owner, visibility="public")
-
-        self.assertTrue(rule.is_visible_to(self.stranger))
-        self.assertFalse(rule.is_editable_by(self.stranger))
-
-    def test_unowned_rule_stays_readable_and_editable_by_everyone(self):
-        rule = self._rule(owner=None, visibility="private")
-
-        self.assertTrue(rule.is_visible_to(self.stranger))
-        self.assertTrue(rule.is_editable_by(self.stranger))
-
-    def test_anonymous_user_gets_no_access_to_owned_rules(self):
-        rule = self._rule(owner=self.owner, visibility="private")
-
-        self.assertFalse(rule.is_visible_to(AnonymousUser()))
-        self.assertFalse(rule.is_editable_by(AnonymousUser()))
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-)
-class SharedObjectPredicateParityTests(TestCase):
-    """is_visible_to must agree with what SharedObjectManager returns.
-
-    The manager filters at the queryset level and the predicate checks a single
-    instance, so the two cannot share an implementation. This asserts they do
-    not drift apart.
-    """
-
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.other = User.objects.create_user(
-            email="other@test.com", password="testpass123"
-        )
-        self.addCleanup(self._clear_current_user)
-
-    def _clear_current_user(self):
-        try:
-            delete_current_user()
-        except AttributeError:
-            pass
-
-    def test_manager_and_predicate_agree_over_every_combination(self):
-        combinations = []
-        for owner in (self.owner, self.other, None):
-            for visibility in ("private", "public"):
-                for shared in (True, False):
-                    rule = TransactionRule.all_objects.create(
-                        name=f"{owner}-{visibility}-{shared}",
-                        trigger="True",
-                        owner=owner,
-                        visibility=visibility,
-                    )
-                    if shared:
-                        rule.shared_with.add(self.owner)
-                    combinations.append(rule)
-
-        write_current_user(self.owner)
-        visible_ids = set(TransactionRule.objects.values_list("id", flat=True))
-
-        for rule in combinations:
-            with self.subTest(rule=rule.name):
-                self.assertEqual(
-                    rule.id in visible_ids,
-                    rule.is_visible_to(self.owner),
-                    f"manager and is_visible_to disagree for {rule.name}",
-                )
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-)
-class GetSharedObjectOrErrorTests(TestCase):
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.stranger = User.objects.create_user(
-            email="stranger@test.com", password="testpass123"
-        )
-        self.factory = RequestFactory()
-
-        self.public_rule = TransactionRule.all_objects.create(
-            name="Public", trigger="True", owner=self.owner, visibility="public"
-        )
-        self.private_rule = TransactionRule.all_objects.create(
-            name="Private", trigger="True", owner=self.owner, visibility="private"
-        )
-        self.public_action = TransactionRuleAction.objects.create(
-            rule=self.public_rule, field="notes", value="x"
-        )
-        self.private_action = TransactionRuleAction.objects.create(
-            rule=self.private_rule, field="notes", value="x"
-        )
-
-        self.addCleanup(self._clear_current_user)
-
-    def _clear_current_user(self):
-        try:
-            delete_current_user()
-        except AttributeError:
-            pass
-
-    def _request(self, user):
-        request = self.factory.get("/")
-        request.user = user
-        write_current_user(user)
-        return request
-
-    def test_read_allows_visible_object(self):
-        request = self._request(self.stranger)
-
-        rule = get_shared_object_or_error(
-            TransactionRule, request, id=self.public_rule.id, level=READ
-        )
-
-        self.assertEqual(rule, self.public_rule)
-
-    def test_edit_denies_visible_but_unowned_object_with_403(self):
-        request = self._request(self.stranger)
-
-        with self.assertRaises(PermissionDenied):
-            get_shared_object_or_error(
-                TransactionRule, request, id=self.public_rule.id, level=EDIT
-            )
-
-    def test_edit_allows_owner(self):
-        request = self._request(self.owner)
-
-        rule = get_shared_object_or_error(
-            TransactionRule, request, id=self.public_rule.id, level=EDIT
-        )
-
-        self.assertEqual(rule, self.public_rule)
-
-    def test_invisible_object_raises_404_not_403(self):
-        """403 must not confirm the existence of an object the user cannot see."""
-        request = self._request(self.stranger)
-
-        with self.assertRaises(Http404):
-            get_shared_object_or_error(
-                TransactionRule, request, id=self.private_rule.id, level=EDIT
-            )
-
-    def test_via_traverses_to_the_governing_object(self):
-        request = self._request(self.stranger)
-
-        with self.assertRaises(PermissionDenied):
-            get_shared_object_or_error(
-                TransactionRuleAction,
-                request,
-                id=self.public_action.id,
-                level=EDIT,
-                via="rule",
-            )
-
-    def test_via_hides_children_of_invisible_parents_behind_404(self):
-        """TransactionRuleAction has an unscoped manager, so the id is reachable."""
-        request = self._request(self.stranger)
-
-        with self.assertRaises(Http404):
-            get_shared_object_or_error(
-                TransactionRuleAction,
-                request,
-                id=self.private_action.id,
-                level=EDIT,
-                via="rule",
-            )
-
-    def test_unresolvable_via_path_fails_closed(self):
-        """A typo'd path must raise, never silently grant access."""
-        request = self._request(self.stranger)
-
-        with self.assertRaises(AttributeError):
-            get_shared_object_or_error(
-                TransactionRuleAction,
-                request,
-                id=self.public_action.id,
-                level=EDIT,
-                via="rulee",
-            )
-
-    def test_unknown_level_is_rejected(self):
-        request = self._request(self.owner)
-
-        with self.assertRaises(ValueError):
-            get_shared_object_or_error(
-                TransactionRule, request, id=self.public_rule.id, level="write"
-            )

app/apps/common/tests/test_shared_object_deletion.py

@@ -1,161 +0,0 @@
-"""Delete semantics for every SharedObject-backed model.
-
-Each of these views carried the same inverted condition::
-
-    if obj.owner != request.user and request.user in obj.shared_with.all():
-        obj.shared_with.remove(request.user)   # unshare
-    else:
-        obj.delete()                           # <- public objects landed here
-
-so an object its owner had made public could be destroyed by any authenticated
-user. The rule is: the owner deletes, a shared user revokes only their own
-access, and nobody else may do either.
-"""
-
-from django.contrib.auth import get_user_model
-from django.test import TestCase, override_settings
-from django.urls import reverse
-
-from apps.accounts.models import Account, AccountGroup
-from apps.currencies.models import Currency
-from apps.dca.models import DCAStrategy
-from apps.rules.models import TransactionRule
-from apps.transactions.models import (
-    TransactionCategory,
-    TransactionEntity,
-    TransactionTag,
-)
-
-HTMX = {"HTTP_HX_REQUEST": "true"}
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-    DEMO=False,
-)
-class SharedObjectDeletionTests(TestCase):
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.shared_user = User.objects.create_user(
-            email="shared@test.com", password="testpass123"
-        )
-        self.stranger = User.objects.create_user(
-            email="stranger@test.com", password="testpass123"
-        )
-        self.currency = Currency.objects.create(
-            code="USD", name="US Dollar", decimal_places=2
-        )
-
-    def cases(self):
-        """(label, model, delete url name, url kwarg, extra create kwargs)."""
-        return [
-            (
-                "account",
-                Account,
-                "account_delete",
-                "pk",
-                {"currency": self.currency},
-            ),
-            ("account group", AccountGroup, "account_group_delete", "pk", {}),
-            (
-                "category",
-                TransactionCategory,
-                "category_delete",
-                "category_id",
-                {},
-            ),
-            ("tag", TransactionTag, "tag_delete", "tag_id", {}),
-            ("entity", TransactionEntity, "entity_delete", "entity_id", {}),
-            (
-                "rule",
-                TransactionRule,
-                "transaction_rule_delete",
-                "transaction_rule_id",
-                {"trigger": "True"},
-            ),
-            (
-                "dca strategy",
-                DCAStrategy,
-                "dca_strategy_delete",
-                "strategy_id",
-                {
-                    "target_currency": self.currency,
-                    "payment_currency": self.currency,
-                },
-            ),
-        ]
-
-    def make(self, model, visibility, extra):
-        return model.all_objects.create(
-            name="Target", owner=self.owner, visibility=visibility, **extra
-        )
-
-    def delete(self, url_name, kwarg, obj):
-        return self.client.delete(reverse(url_name, kwargs={kwarg: obj.id}), **HTMX)
-
-    def test_stranger_cannot_delete_a_public_object(self):
-        for label, model, url_name, kwarg, extra in self.cases():
-            with self.subTest(model=label):
-                obj = self.make(model, "public", extra)
-                self.client.force_login(self.stranger)
-
-                response = self.delete(url_name, kwarg, obj)
-
-                self.assertEqual(response.status_code, 403, label)
-                self.assertTrue(
-                    model.all_objects.filter(pk=obj.pk).exists(),
-                    f"{label} was deleted by a non-owner",
-                )
-
-    def test_shared_user_deleting_only_revokes_their_own_access(self):
-        for label, model, url_name, kwarg, extra in self.cases():
-            with self.subTest(model=label):
-                obj = self.make(model, "private", extra)
-                obj.shared_with.add(self.shared_user)
-                self.client.force_login(self.shared_user)
-
-                response = self.delete(url_name, kwarg, obj)
-
-                self.assertEqual(response.status_code, 204, label)
-                self.assertTrue(
-                    model.all_objects.filter(pk=obj.pk).exists(),
-                    f"{label} was deleted by a shared user",
-                )
-                self.assertNotIn(self.shared_user, obj.shared_with.all())
-
-    def test_owner_can_delete(self):
-        for label, model, url_name, kwarg, extra in self.cases():
-            with self.subTest(model=label):
-                obj = self.make(model, "private", extra)
-                self.client.force_login(self.owner)
-
-                response = self.delete(url_name, kwarg, obj)
-
-                self.assertEqual(response.status_code, 204, label)
-                self.assertFalse(
-                    model.all_objects.filter(pk=obj.pk).exists(),
-                    f"{label} was not deleted by its owner",
-                )
-
-    def test_unowned_objects_stay_deletable(self):
-        """Legacy objects with no owner are editable by everyone by design."""
-        for label, model, url_name, kwarg, extra in self.cases():
-            with self.subTest(model=label):
-                obj = model.all_objects.create(
-                    name="Legacy", owner=None, visibility="private", **extra
-                )
-                self.client.force_login(self.stranger)
-
-                response = self.delete(url_name, kwarg, obj)
-
-                self.assertEqual(response.status_code, 204, label)
-                self.assertFalse(model.all_objects.filter(pk=obj.pk).exists(), label)

app/apps/dca/tests.py

@@ -0,0 +1,3 @@
+from django.test import TestCase
+
+# Create your tests here.

app/apps/dca/tests/test_view_permissions.py

@@ -1,248 +0,0 @@
-"""Object-level authorization tests for the DCA views.
-
-DCAEntry has an unscoped default manager, so filtering an entry by
-``strategy__id`` alone reached entries belonging to strategies the caller could
-not see at all -- a strictly wider hole than the one reported for rules in
-GHSA-83g9-vjqf-2j5q, since it needs no public or shared strategy.
-"""
-
-from datetime import date
-from decimal import Decimal
-
-from django.contrib.auth import get_user_model
-from django.test import TestCase, override_settings
-from django.urls import reverse
-
-from apps.currencies.models import Currency
-from apps.dca.models import DCAEntry, DCAStrategy
-
-HTMX = {"HTTP_HX_REQUEST": "true"}
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-    DEMO=False,
-)
-class DCAObjectPermissionTests(TestCase):
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.shared_user = User.objects.create_user(
-            email="shared@test.com", password="testpass123"
-        )
-        self.stranger = User.objects.create_user(
-            email="stranger@test.com", password="testpass123"
-        )
-        self.currency = Currency.objects.create(
-            code="USD", name="US Dollar", decimal_places=2
-        )
-
-        self.private_strategy = self._strategy("Private", visibility="private")
-        self.public_strategy = self._strategy("Public", visibility="public")
-        self.shared_strategy = self._strategy("Shared", visibility="private")
-        self.shared_strategy.shared_with.add(self.shared_user)
-
-        self.private_entry = self._entry(self.private_strategy)
-        self.public_entry = self._entry(self.public_strategy)
-        self.shared_entry = self._entry(self.shared_strategy)
-
-    def _strategy(self, name, visibility):
-        return DCAStrategy.all_objects.create(
-            name=name,
-            owner=self.owner,
-            visibility=visibility,
-            target_currency=self.currency,
-            payment_currency=self.currency,
-        )
-
-    def _entry(self, strategy):
-        return DCAEntry.objects.create(
-            strategy=strategy,
-            date=date(2025, 1, 1),
-            amount_paid=Decimal("100"),
-            amount_received=Decimal("1"),
-        )
-
-    # ------------------------------------------------------------------
-    # entries on an invisible strategy: must not even confirm they exist
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_delete_entry_on_private_strategy(self):
-        self.client.force_login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "dca_entry_delete",
-                kwargs={
-                    "strategy_id": self.private_strategy.id,
-                    "entry_id": self.private_entry.id,
-                },
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 404)
-        self.assertTrue(DCAEntry.objects.filter(pk=self.private_entry.pk).exists())
-
-    def test_stranger_cannot_open_entry_edit_form_on_private_strategy(self):
-        self.client.force_login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "dca_entry_edit",
-                kwargs={
-                    "strategy_id": self.private_strategy.id,
-                    "entry_id": self.private_entry.id,
-                },
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 404)
-
-    def test_stranger_cannot_edit_entry_on_private_strategy(self):
-        self.client.force_login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "dca_entry_edit",
-                kwargs={
-                    "strategy_id": self.private_strategy.id,
-                    "entry_id": self.private_entry.id,
-                },
-            ),
-            data={
-                "date": "2030-01-01",
-                "amount_paid": "999",
-                "amount_received": "999",
-            },
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 404)
-        self.private_entry.refresh_from_db()
-        self.assertEqual(self.private_entry.amount_paid, Decimal("100"))
-
-    # ------------------------------------------------------------------
-    # entries on a visible-but-unowned strategy: 403, not 404
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_delete_entry_on_public_strategy(self):
-        self.client.force_login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "dca_entry_delete",
-                kwargs={
-                    "strategy_id": self.public_strategy.id,
-                    "entry_id": self.public_entry.id,
-                },
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertTrue(DCAEntry.objects.filter(pk=self.public_entry.pk).exists())
-
-    def test_shared_user_cannot_add_entry_to_shared_strategy(self):
-        self.client.force_login(self.shared_user)
-
-        response = self.client.post(
-            reverse("dca_entry_add", kwargs={"strategy_id": self.shared_strategy.id}),
-            data={
-                "date": "2030-01-01",
-                "amount_paid": "5",
-                "amount_received": "5",
-            },
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertEqual(self.shared_strategy.entries.count(), 1)
-
-    def test_owner_can_still_manage_own_entries(self):
-        self.client.force_login(self.owner)
-
-        response = self.client.delete(
-            reverse(
-                "dca_entry_delete",
-                kwargs={
-                    "strategy_id": self.private_strategy.id,
-                    "entry_id": self.private_entry.id,
-                },
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.assertFalse(DCAEntry.objects.filter(pk=self.private_entry.pk).exists())
-
-    # ------------------------------------------------------------------
-    # reads stay open to shared users
-    # ------------------------------------------------------------------
-    def test_shared_user_can_still_view_strategy_detail(self):
-        self.client.force_login(self.shared_user)
-
-        response = self.client.get(
-            reverse(
-                "dca_strategy_detail", kwargs={"strategy_id": self.shared_strategy.id}
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 200)
-
-    # ------------------------------------------------------------------
-    # strategy delete: the same inversion the rules views had
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_delete_public_strategy(self):
-        self.client.force_login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "dca_strategy_delete", kwargs={"strategy_id": self.public_strategy.id}
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertTrue(
-            DCAStrategy.all_objects.filter(pk=self.public_strategy.pk).exists()
-        )
-
-    def test_shared_user_deleting_only_revokes_their_own_access(self):
-        self.client.force_login(self.shared_user)
-
-        response = self.client.delete(
-            reverse(
-                "dca_strategy_delete", kwargs={"strategy_id": self.shared_strategy.id}
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.assertTrue(
-            DCAStrategy.all_objects.filter(pk=self.shared_strategy.pk).exists()
-        )
-        self.assertNotIn(self.shared_user, self.shared_strategy.shared_with.all())
-
-    def test_owner_can_delete_own_strategy(self):
-        self.client.force_login(self.owner)
-
-        response = self.client.delete(
-            reverse(
-                "dca_strategy_delete", kwargs={"strategy_id": self.public_strategy.id}
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.assertFalse(
-            DCAStrategy.all_objects.filter(pk=self.public_strategy.pk).exists()
-        )

app/apps/dca/views.py

@@ -1,19 +1,13 @@
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.db.models import Sum, Avg
 from django.db.models.functions import TruncMonth
 from django.http import HttpResponse
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.dca.forms import DCAEntryForm, DCAStrategyForm
 from apps.dca.models import DCAStrategy, DCAEntry
 from apps.common.models import SharedObject
@@ -62,9 +56,17 @@ def strategy_add(request):
 @only_htmx
 @login_required
 def strategy_edit(request, strategy_id):
-    dca_strategy = get_shared_object_or_error(
-        DCAStrategy, request, id=strategy_id, level=EDIT
-    )
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
+
+    if dca_strategy.owner and dca_strategy.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = DCAStrategyForm(request.POST, instance=dca_strategy)
@@ -92,20 +94,17 @@ def strategy_edit(request, strategy_id):
 @login_required
 @require_http_methods(["DELETE"])
 def strategy_delete(request, strategy_id):
-    dca_strategy = get_shared_object_or_error(
-        DCAStrategy, request, id=strategy_id, level=READ
-    )
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
-    if dca_strategy.is_editable_by(request.user):
-        dca_strategy.delete()
-        messages.success(request, _("DCA strategy deleted successfully"))
-    elif dca_strategy.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's object shared with us: we can drop our own access
-        # to it, but never delete it.
+    if (
+        dca_strategy.owner != request.user
+        and request.user in dca_strategy.shared_with.all()
+    ):
         dca_strategy.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        dca_strategy.delete()
+        messages.success(request, _("DCA strategy deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -119,9 +118,7 @@ def strategy_delete(request, strategy_id):
 @login_required
 @require_http_methods(["GET"])
 def strategy_take_ownership(request, strategy_id):
-    dca_strategy = get_shared_object_or_error(
-        DCAStrategy, request, id=strategy_id, level=EDIT
-    )
+    dca_strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
     if not dca_strategy.owner:
         dca_strategy.owner = request.user
@@ -142,7 +139,17 @@ def strategy_take_ownership(request, strategy_id):
 @login_required
 @require_http_methods(["GET", "POST"])
 def strategy_share(request, pk):
-    obj = get_shared_object_or_error(DCAStrategy, request, id=pk, level=EDIT)
+    obj = get_object_or_404(DCAStrategy, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)
@@ -168,9 +175,7 @@ def strategy_share(request, pk):
 
 @login_required
 def strategy_detail_index(request, strategy_id):
-    strategy = get_shared_object_or_error(
-        DCAStrategy, request, id=strategy_id, level=READ
-    )
+    strategy = get_object_or_404(DCAStrategy, id=strategy_id)
 
     return render(
         request,
@@ -182,9 +187,7 @@ def strategy_detail_index(request, strategy_id):
 @only_htmx
 @login_required
 def strategy_detail(request, strategy_id):
-    strategy = get_shared_object_or_error(
-        DCAStrategy, request, id=strategy_id, level=READ
-    )
+    strategy = get_object_or_404(DCAStrategy, id=strategy_id)
     entries = strategy.entries.all()
 
     # Calculate monthly aggregates
@@ -226,9 +229,7 @@ def strategy_detail(request, strategy_id):
 @only_htmx
 @login_required
 def strategy_entry_add(request, strategy_id):
-    strategy = get_shared_object_or_error(
-        DCAStrategy, request, id=strategy_id, level=EDIT
-    )
+    strategy = get_object_or_404(DCAStrategy, id=strategy_id)
     if request.method == "POST":
         form = DCAEntryForm(request.POST, strategy=strategy)
         if form.is_valid():
@@ -254,14 +255,7 @@ def strategy_entry_add(request, strategy_id):
 @only_htmx
 @login_required
 def strategy_entry_edit(request, strategy_id, entry_id):
-    dca_entry = get_shared_object_or_error(
-        DCAEntry,
-        request,
-        id=entry_id,
-        strategy__id=strategy_id,
-        level=EDIT,
-        via="strategy",
-    )
+    dca_entry = get_object_or_404(DCAEntry, id=entry_id, strategy__id=strategy_id)
 
     if request.method == "POST":
         form = DCAEntryForm(request.POST, instance=dca_entry)
@@ -289,14 +283,7 @@ def strategy_entry_edit(request, strategy_id, entry_id):
 @login_required
 @require_http_methods(["DELETE"])
 def strategy_entry_delete(request, entry_id, strategy_id):
-    dca_entry = get_shared_object_or_error(
-        DCAEntry,
-        request,
-        id=entry_id,
-        strategy__id=strategy_id,
-        level=EDIT,
-        via="strategy",
-    )
+    dca_entry = get_object_or_404(DCAEntry, id=entry_id, strategy__id=strategy_id)
 
     dca_entry.delete()
 

app/apps/monthly_overview/tests/test_summary.py

@@ -107,25 +107,6 @@ class MonthlySummaryFilterBehaviorTests(TestCase):
                 return data
         return None
 
-    def _create_asset_income(self):
-        asset_account = Account.objects.create(
-            name="Asset Account",
-            group=self.account_group,
-            currency=self.currency,
-            is_asset=True,
-        )
-        Transaction.objects.create(
-            account=asset_account,
-            type=Transaction.Type.INCOME,
-            is_paid=True,
-            date=date(2025, 12, 25),
-            reference_date=date(2025, 12, 1),
-            amount=Decimal("50.00"),
-            description="Asset Income",
-            owner=self.user,
-        )
-        return asset_account
-
     # --- monthly_summary view tests ---
 
     def test_monthly_summary_no_filter_returns_200(self):
@@ -323,15 +304,6 @@ class MonthlySummaryFilterBehaviorTests(TestCase):
         )
         self.assertEqual(response.status_code, 200)
 
-    def test_monthly_account_summary_includes_asset_accounts(self):
-        asset_account = self._create_asset_income()
-        response = self.client.get(
-            "/monthly/12/2025/summary/accounts/",
-            HTTP_HX_REQUEST="true",
-        )
-
-        self.assertIn(asset_account.id, response.context["account_data"])
-
     def test_monthly_account_summary_with_filter_returns_200(self):
         """Test that monthly_account_summary returns 200 with filter"""
         response = self.client.get(
@@ -350,16 +322,6 @@ class MonthlySummaryFilterBehaviorTests(TestCase):
         )
         self.assertEqual(response.status_code, 200)
 
-    def test_monthly_currency_summary_includes_asset_account_transactions(self):
-        self._create_asset_income()
-        response = self.client.get(
-            "/monthly/12/2025/summary/currencies/",
-            HTTP_HX_REQUEST="true",
-        )
-
-        usd_data = self._get_currency_data(response.context["currency_data"])
-        self.assertEqual(usd_data["income_current"], Decimal("1050.00"))
-
     def test_monthly_currency_summary_with_filter_returns_200(self):
         """Test that monthly_currency_summary returns 200 with filter"""
         response = self.client.get(

app/apps/monthly_overview/views.py

@@ -14,7 +14,7 @@ from apps.monthly_overview.utils.daily_spending_allowance import (
     calculate_daily_allowance_currency,
 )
 from apps.transactions.filters import TransactionsFilter
-from apps.transactions.models import FilterPreset, Transaction
+from apps.transactions.models import Transaction
 from apps.transactions.utils.calculations import (
     calculate_currency_totals,
     calculate_percentage_distribution,
@@ -58,8 +58,6 @@ def monthly_overview(request, month: int, year: int):
             "previous_month": previous_month,
             "previous_year": previous_year,
             "filter": f,
-            "filter_is_active": f.has_active_filters,
-            "filter_presets": FilterPreset.objects.filter(owner=request.user),
             "order": order,
             "summary_tab": summary_tab,
         },
@@ -228,6 +226,7 @@ def monthly_account_summary(request, month: int, year: int):
                 Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
             )
             .exclude(account__in=request.user.untracked_accounts.all())
+            .exclude(account__is_asset=True)
         )
 
     account_data = calculate_account_totals(transactions_queryset=queryset.all())
@@ -281,6 +280,7 @@ def monthly_currency_summary(request, month: int, year: int):
                 Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
             )
             .exclude(account__in=request.user.untracked_accounts.all())
+            .exclude(account__is_asset=True)
         )
 
     currency_data = calculate_currency_totals(queryset.all(), ignore_empty=True)

app/apps/net_worth/tests.py

@@ -1,82 +1,3 @@
-import json
-import tempfile
-from datetime import date
-from decimal import Decimal
+from django.test import TestCase
 
-from django.contrib.auth import get_user_model
-from django.test import TestCase, override_settings
-from django.urls import reverse
-from django.utils import timezone
-
-from apps.accounts.models import Account
-from apps.currencies.models import Currency, ExchangeRate
-from apps.transactions.models import Transaction
-
-
-@override_settings(
-    STATIC_ROOT=tempfile.gettempdir(),
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-)
-class NetWorthCurrencyChartTests(TestCase):
-    def test_consolidated_currency_is_a_selectable_dashed_matching_color_line(self):
-        user = get_user_model().objects.create_user(
-            email="chart@example.com", password="password"
-        )
-        usd = Currency.objects.create(code="USD", name="US Dollar", prefix="$ ")
-        eur = Currency.objects.create(
-            code="EUR", name="Euro", prefix="€ ", exchange_currency=usd
-        )
-        usd_account = Account.all_objects.create(
-            name="USD account", currency=usd, owner=user
-        )
-        eur_account = Account.all_objects.create(
-            name="EUR account", currency=eur, owner=user
-        )
-        ExchangeRate.objects.create(
-            from_currency=eur,
-            to_currency=usd,
-            rate=Decimal("1.234567"),
-            date=timezone.now(),
-        )
-        for account, amount in ((usd_account, "100"), (eur_account, "50")):
-            Transaction.userless_all_objects.create(
-                account=account,
-                owner=user,
-                type=Transaction.Type.INCOME,
-                amount=Decimal(amount),
-                date=date(2026, 1, 15),
-                reference_date=date(2026, 1, 1),
-                is_paid=True,
-            )
-
-        self.client.force_login(user)
-        response = self.client.get(reverse("net_worth"))
-
-        self.assertEqual(response.status_code, 200)
-        chart_data = json.loads(response.context["chart_data_currency_json"])
-        datasets = {dataset["label"]: dataset for dataset in chart_data["datasets"]}
-        self.assertIn("US Dollar Consolidated", datasets)
-        regular = datasets["US Dollar"]
-        consolidated = datasets["US Dollar Consolidated"]
-        self.assertEqual(consolidated["data"], [161.73])
-        self.assertNotIn("borderColor", regular)
-        self.assertNotIn("borderColor", consolidated)
-        self.assertEqual(consolidated["colorSource"], "US Dollar")
-        self.assertEqual(consolidated["borderDash"], [12, 6])
-        self.assertEqual(consolidated["pointRadius"], 0)
-        self.assertEqual(consolidated["pointHitRadius"], 8)
-        self.assertContains(
-            response,
-            "showOnlyCurrencyDataset('US Dollar Consolidated', 'US Dollar')",
-            html=False,
-        )
-        self.assertContains(
-            response,
-            '<span class="text-start shrink">Consolidated</span>',
-            html=False,
-        )
+# Create your tests here.

app/apps/net_worth/views.py

@@ -3,11 +3,8 @@ import json
 from django.contrib.auth.decorators import login_required
 from django.core.serializers.json import DjangoJSONEncoder
 from django.shortcuts import render, redirect
-from django.utils.translation import gettext
 from django.views.decorators.http import require_http_methods
 
-from apps.currencies.models import Currency
-from apps.currencies.utils.convert import convert
 from apps.net_worth.utils.calculate_net_worth import (
     calculate_historical_currency_net_worth,
     calculate_historical_account_balance,
@@ -81,17 +78,6 @@ def net_worth(request):
     )
 
     datasets = []
-    currency_models = {
-        currency.name: currency
-        for currency in Currency.objects.filter(name__in=currencies).select_related(
-            "exchange_currency"
-        )
-    }
-    consolidated_currencies = {
-        data["currency"]["name"]
-        for data in currency_net_worth.values()
-        if data["consolidated"]["total_final"] != data["total_final"]
-    }
     for i, currency in enumerate(currencies):
         data = [
             float(month_data[currency])
@@ -107,45 +93,6 @@ def net_worth(request):
             }
         )
 
-        if currency in consolidated_currencies:
-            target = currency_models[currency]
-            sources = [
-                source
-                for source in currency_models.values()
-                if source.exchange_currency_id == target.id
-            ]
-            rates = {}
-            for source in sources:
-                converted, _, _, _ = convert(1, source, target)
-                if converted is not None:
-                    rates[source.name] = converted
-
-            consolidated_data = [
-                float(
-                    round(
-                        month_data[currency]
-                        + sum(
-                            month_data[source] * rate for source, rate in rates.items()
-                        ),
-                        target.decimal_places,
-                    )
-                )
-                for month_data in historical_currency_net_worth.values()
-            ]
-            datasets.append(
-                {
-                    "label": f"{currency} {gettext('Consolidated')}",
-                    "data": consolidated_data,
-                    "yAxisID": f"y{i}",
-                    "fill": False,
-                    "tension": 0.1,
-                    "colorSource": currency,
-                    "borderDash": [12, 6],
-                    "pointRadius": 0,
-                    "pointHitRadius": 8,
-                }
-            )
-
     chart_data_currency = {"labels": labels, "datasets": datasets}
 
     chart_data_currency_json = json.dumps(chart_data_currency, cls=DjangoJSONEncoder)

app/apps/rules/tests/test_view_permissions.py

@@ -1,473 +0,0 @@
-"""Object-level authorization tests for the transaction-rule endpoints.
-
-Regression coverage for GHSA-83g9-vjqf-2j5q: SharedObjectManager scopes rules to
-what a user may *see*, which included other people's public and shared-with-them
-rules. Several mutating endpoints treated that visibility as permission to write.
-"""
-
-from django.contrib.auth import get_user_model
-from django.test import TestCase, override_settings
-from django.urls import reverse
-
-from apps.rules.models import (
-    TransactionRule,
-    TransactionRuleAction,
-    UpdateOrCreateTransactionRuleAction,
-)
-
-HTMX = {"HTTP_HX_REQUEST": "true"}
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-    DEMO=False,
-)
-class TransactionRuleObjectPermissionTests(TestCase):
-    def setUp(self):
-        User = get_user_model()
-        self.owner = User.objects.create_user(
-            email="owner@test.com", password="testpass123"
-        )
-        self.shared_user = User.objects.create_user(
-            email="shared@test.com", password="testpass123"
-        )
-        self.stranger = User.objects.create_user(
-            email="stranger@test.com", password="testpass123"
-        )
-
-        # Public: visible to everyone through SharedObjectManager.
-        self.public_rule = TransactionRule.all_objects.create(
-            name="Public rule",
-            trigger="True",
-            owner=self.owner,
-            visibility="public",
-            active=True,
-        )
-        # Private but shared with shared_user: visible to them, not to stranger.
-        self.shared_rule = TransactionRule.all_objects.create(
-            name="Shared rule",
-            trigger="True",
-            owner=self.owner,
-            visibility="private",
-            active=True,
-        )
-        self.shared_rule.shared_with.add(self.shared_user)
-        # Private and unshared: invisible to everyone but the owner.
-        self.private_rule = TransactionRule.all_objects.create(
-            name="Private rule",
-            trigger="True",
-            owner=self.owner,
-            visibility="private",
-            active=True,
-        )
-
-        self.public_action = TransactionRuleAction.objects.create(
-            rule=self.public_rule, field="notes", value="owned by owner"
-        )
-        self.private_action = TransactionRuleAction.objects.create(
-            rule=self.private_rule, field="notes", value="owned by owner"
-        )
-        self.public_linked_action = UpdateOrCreateTransactionRuleAction.objects.create(
-            rule=self.public_rule
-        )
-        self.private_linked_action = UpdateOrCreateTransactionRuleAction.objects.create(
-            rule=self.private_rule
-        )
-
-    def login(self, user):
-        self.client.force_login(user)
-
-    # ------------------------------------------------------------------
-    # toggle-active
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_toggle_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_toggle_activity",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.public_rule.refresh_from_db()
-        self.assertTrue(self.public_rule.active)
-
-    def test_shared_user_cannot_toggle_shared_rule(self):
-        self.login(self.shared_user)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_toggle_activity",
-                kwargs={"transaction_rule_id": self.shared_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.shared_rule.refresh_from_db()
-        self.assertTrue(self.shared_rule.active)
-
-    def test_owner_can_toggle_own_rule(self):
-        self.login(self.owner)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_toggle_activity",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.public_rule.refresh_from_db()
-        self.assertFalse(self.public_rule.active)
-
-    # ------------------------------------------------------------------
-    # rule actions
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_add_action_to_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "transaction_rule_action_add",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            data={"field": "notes", "value": "injected", "order": 0},
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertFalse(
-            TransactionRuleAction.objects.filter(value="injected").exists()
-        )
-
-    def test_stranger_cannot_edit_action_on_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "transaction_rule_action_edit",
-                kwargs={"transaction_rule_action_id": self.public_action.id},
-            ),
-            data={"field": "notes", "value": "rewritten", "order": 0},
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.public_action.refresh_from_db()
-        self.assertEqual(self.public_action.value, "owned by owner")
-
-    def test_stranger_cannot_delete_action_on_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "transaction_rule_action_delete",
-                kwargs={"transaction_rule_action_id": self.public_action.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertTrue(
-            TransactionRuleAction.objects.filter(pk=self.public_action.pk).exists()
-        )
-
-    def test_stranger_cannot_delete_action_on_invisible_rule(self):
-        """The child manager is unscoped, so the id is reachable by guessing.
-
-        The parent rule is invisible to the stranger, so the response must be a
-        404 rather than a 403 that confirms the action exists.
-        """
-        self.login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "transaction_rule_action_delete",
-                kwargs={"transaction_rule_action_id": self.private_action.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 404)
-        self.assertTrue(
-            TransactionRuleAction.objects.filter(pk=self.private_action.pk).exists()
-        )
-
-    def test_owner_can_delete_own_action(self):
-        self.login(self.owner)
-
-        response = self.client.delete(
-            reverse(
-                "transaction_rule_action_delete",
-                kwargs={"transaction_rule_action_id": self.public_action.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.assertFalse(
-            TransactionRuleAction.objects.filter(pk=self.public_action.pk).exists()
-        )
-
-    # ------------------------------------------------------------------
-    # update-or-create rule actions
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_add_linked_action_to_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "update_or_create_transaction_rule_action_add",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            data={},
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertEqual(
-            UpdateOrCreateTransactionRuleAction.objects.filter(
-                rule=self.public_rule
-            ).count(),
-            1,
-        )
-
-    def test_stranger_cannot_edit_linked_action_on_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "update_or_create_transaction_rule_action_edit",
-                kwargs={"pk": self.public_linked_action.id},
-            ),
-            data={"filter": "injected"},
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.public_linked_action.refresh_from_db()
-        self.assertEqual(self.public_linked_action.filter, "")
-
-    def test_stranger_cannot_delete_linked_action_on_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "update_or_create_transaction_rule_action_delete",
-                kwargs={"pk": self.public_linked_action.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertTrue(
-            UpdateOrCreateTransactionRuleAction.objects.filter(
-                pk=self.public_linked_action.pk
-            ).exists()
-        )
-
-    def test_stranger_cannot_delete_linked_action_on_invisible_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "update_or_create_transaction_rule_action_delete",
-                kwargs={"pk": self.private_linked_action.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 404)
-        self.assertTrue(
-            UpdateOrCreateTransactionRuleAction.objects.filter(
-                pk=self.private_linked_action.pk
-            ).exists()
-        )
-
-    # ------------------------------------------------------------------
-    # edit / share / dry-run
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_edit_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "transaction_rule_edit",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            data={"name": "hijacked", "trigger": "True", "order": 0},
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.public_rule.refresh_from_db()
-        self.assertEqual(self.public_rule.name, "Public rule")
-
-    def test_stranger_cannot_change_sharing_of_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.post(
-            reverse(
-                "transaction_rule_share_settings", kwargs={"pk": self.public_rule.id}
-            ),
-            data={"visibility": "private"},
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.public_rule.refresh_from_db()
-        self.assertEqual(self.public_rule.visibility, "public")
-
-    def test_stranger_cannot_dry_run_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_dry_run_created", kwargs={"pk": self.public_rule.id}
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-
-    # ------------------------------------------------------------------
-    # delete: sharing may be revoked, ownership may not be overridden
-    # ------------------------------------------------------------------
-    def test_stranger_cannot_delete_public_rule(self):
-        """The original condition fell through to delete() for public rules."""
-        self.login(self.stranger)
-
-        response = self.client.delete(
-            reverse(
-                "transaction_rule_delete",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.assertTrue(
-            TransactionRule.all_objects.filter(pk=self.public_rule.pk).exists()
-        )
-
-    def test_shared_user_deleting_only_revokes_their_own_access(self):
-        self.login(self.shared_user)
-
-        response = self.client.delete(
-            reverse(
-                "transaction_rule_delete",
-                kwargs={"transaction_rule_id": self.shared_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.assertTrue(
-            TransactionRule.all_objects.filter(pk=self.shared_rule.pk).exists()
-        )
-        self.assertNotIn(self.shared_user, self.shared_rule.shared_with.all())
-
-    def test_owner_can_delete_own_rule(self):
-        self.login(self.owner)
-
-        response = self.client.delete(
-            reverse(
-                "transaction_rule_delete",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        self.assertFalse(
-            TransactionRule.all_objects.filter(pk=self.public_rule.pk).exists()
-        )
-
-    # ------------------------------------------------------------------
-    # reads must keep working for shared users
-    # ------------------------------------------------------------------
-    def test_shared_user_can_still_view_shared_rule(self):
-        self.login(self.shared_user)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_view",
-                kwargs={"transaction_rule_id": self.shared_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 200)
-
-    def test_stranger_can_view_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_view",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 200)
-
-    def test_stranger_cannot_view_private_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_view",
-                kwargs={"transaction_rule_id": self.private_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 404)
-
-    # ------------------------------------------------------------------
-    # take ownership stays available for unowned rules only
-    # ------------------------------------------------------------------
-    def test_take_ownership_of_unowned_rule_still_works(self):
-        unowned = TransactionRule.all_objects.create(
-            name="Legacy rule", trigger="True", owner=None, visibility="private"
-        )
-        self.login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_take_ownership",
-                kwargs={"transaction_rule_id": unowned.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 204)
-        unowned.refresh_from_db()
-        self.assertEqual(unowned.owner, self.stranger)
-
-    def test_cannot_take_ownership_of_someone_elses_public_rule(self):
-        self.login(self.stranger)
-
-        response = self.client.get(
-            reverse(
-                "transaction_rule_take_ownership",
-                kwargs={"transaction_rule_id": self.public_rule.id},
-            ),
-            **HTMX,
-        )
-
-        self.assertEqual(response.status_code, 403)
-        self.public_rule.refresh_from_db()
-        self.assertEqual(self.public_rule.owner, self.owner)

app/apps/rules/views.py

@@ -4,19 +4,13 @@ from copy import deepcopy
 
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.db import transaction
 from django.http import HttpResponse
-from django.shortcuts import render, redirect
+from django.shortcuts import render, get_object_or_404, redirect
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.rules.forms import (
     TransactionRuleForm,
     TransactionRuleActionForm,
@@ -68,9 +62,7 @@ def rules_list(request):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_toggle_activity(request, transaction_rule_id, **kwargs):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=EDIT
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
     current_active = transaction_rule.active
     transaction_rule.active = not current_active
     transaction_rule.save(update_fields=["active"])
@@ -120,9 +112,17 @@ def transaction_rule_add(request, **kwargs):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_edit(request, transaction_rule_id):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=EDIT
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
+
+    if transaction_rule.owner and transaction_rule.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = TransactionRuleForm(request.POST, instance=transaction_rule)
@@ -151,9 +151,7 @@ def transaction_rule_edit(request, transaction_rule_id):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_view(request, transaction_rule_id):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=READ
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
     edit_actions = transaction_rule.transaction_actions.all()
     update_or_create_actions = (
@@ -177,20 +175,17 @@ def transaction_rule_view(request, transaction_rule_id):
 @disabled_on_demo
 @require_http_methods(["DELETE"])
 def transaction_rule_delete(request, transaction_rule_id):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=READ
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
-    if transaction_rule.is_editable_by(request.user):
-        transaction_rule.delete()
-        messages.success(request, _("Rule deleted successfully"))
-    elif transaction_rule.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's rule shared with us: we can drop our own access to it,
-        # but never delete it.
+    if (
+        transaction_rule.owner != request.user
+        and request.user in transaction_rule.shared_with.all()
+    ):
         transaction_rule.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        transaction_rule.delete()
+        messages.success(request, _("Rule deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -205,9 +200,7 @@ def transaction_rule_delete(request, transaction_rule_id):
 @disabled_on_demo
 @require_http_methods(["GET"])
 def transaction_rule_take_ownership(request, transaction_rule_id):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=EDIT
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
     if not transaction_rule.owner:
         transaction_rule.owner = request.user
@@ -229,7 +222,17 @@ def transaction_rule_take_ownership(request, transaction_rule_id):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_share(request, pk):
-    obj = get_shared_object_or_error(TransactionRule, request, id=pk, level=EDIT)
+    obj = get_object_or_404(TransactionRule, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)
@@ -258,9 +261,7 @@ def transaction_rule_share(request, pk):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_action_add(request, transaction_rule_id):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=EDIT
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
     if request.method == "POST":
         form = TransactionRuleActionForm(request.POST, rule=transaction_rule)
@@ -288,14 +289,12 @@ def transaction_rule_action_add(request, transaction_rule_id):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def transaction_rule_action_edit(request, transaction_rule_action_id):
-    transaction_rule_action = get_shared_object_or_error(
-        TransactionRuleAction,
-        request,
-        id=transaction_rule_action_id,
-        level=EDIT,
-        via="rule",
+    transaction_rule_action = get_object_or_404(
+        TransactionRuleAction, id=transaction_rule_action_id
+    )
+    transaction_rule = get_object_or_404(
+        TransactionRule, id=transaction_rule_action.rule.id
     )
-    transaction_rule = transaction_rule_action.rule
 
     if request.method == "POST":
         form = TransactionRuleActionForm(
@@ -328,12 +327,8 @@ def transaction_rule_action_edit(request, transaction_rule_action_id):
 @disabled_on_demo
 @require_http_methods(["DELETE"])
 def transaction_rule_action_delete(request, transaction_rule_action_id):
-    transaction_rule_action = get_shared_object_or_error(
-        TransactionRuleAction,
-        request,
-        id=transaction_rule_action_id,
-        level=EDIT,
-        via="rule",
+    transaction_rule_action = get_object_or_404(
+        TransactionRuleAction, id=transaction_rule_action_id
     )
 
     transaction_rule_action.delete()
@@ -353,9 +348,7 @@ def transaction_rule_action_delete(request, transaction_rule_action_id):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
-    transaction_rule = get_shared_object_or_error(
-        TransactionRule, request, id=transaction_rule_id, level=EDIT
-    )
+    transaction_rule = get_object_or_404(TransactionRule, id=transaction_rule_id)
 
     if request.method == "POST":
         form = UpdateOrCreateTransactionRuleActionForm(
@@ -387,9 +380,7 @@ def update_or_create_transaction_rule_action_add(request, transaction_rule_id):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def update_or_create_transaction_rule_action_edit(request, pk):
-    linked_action = get_shared_object_or_error(
-        UpdateOrCreateTransactionRuleAction, request, id=pk, level=EDIT, via="rule"
-    )
+    linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
     transaction_rule = linked_action.rule
 
     if request.method == "POST":
@@ -424,9 +415,7 @@ def update_or_create_transaction_rule_action_edit(request, pk):
 @disabled_on_demo
 @require_http_methods(["DELETE"])
 def update_or_create_transaction_rule_action_delete(request, pk):
-    linked_action = get_shared_object_or_error(
-        UpdateOrCreateTransactionRuleAction, request, id=pk, level=EDIT, via="rule"
-    )
+    linked_action = get_object_or_404(UpdateOrCreateTransactionRuleAction, id=pk)
 
     linked_action.delete()
 
@@ -447,7 +436,7 @@ def update_or_create_transaction_rule_action_delete(request, pk):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def dry_run_rule_created(request, pk):
-    rule = get_shared_object_or_error(TransactionRule, request, id=pk, level=EDIT)
+    rule = get_object_or_404(TransactionRule, id=pk)
     logs = None
     results = None
 
@@ -492,7 +481,7 @@ def dry_run_rule_created(request, pk):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def dry_run_rule_deleted(request, pk):
-    rule = get_shared_object_or_error(TransactionRule, request, id=pk, level=EDIT)
+    rule = get_object_or_404(TransactionRule, id=pk)
     logs = None
     results = None
 
@@ -537,7 +526,7 @@ def dry_run_rule_deleted(request, pk):
 @disabled_on_demo
 @require_http_methods(["GET", "POST"])
 def dry_run_rule_updated(request, pk):
-    rule = get_shared_object_or_error(TransactionRule, request, id=pk, level=EDIT)
+    rule = get_object_or_404(TransactionRule, id=pk)
     logs = None
     results = None
 

app/apps/transactions/filters.py

@@ -41,12 +41,6 @@ class MonthYearFilter(Filter):
 
 
 class TransactionsFilter(django_filters.FilterSet):
-    default_filter_values = {
-        "type": {"IN", "EX"},
-        "is_paid": {"1", "0"},
-        "mute_status": {"active", "muted"},
-    }
-
     description = django_filters.CharFilter(
         label=_("Content"),
         method=content_filter,
@@ -223,23 +217,6 @@ class TransactionsFilter(django_filters.FilterSet):
         ]
         self.form.fields["entities"].choices = custom_entity_choices + entity_choices
 
-    @property
-    def has_active_filters(self):
-        for name in self.base_filters:
-            if hasattr(self.form.data, "getlist"):
-                values = self.form.data.getlist(name)
-            else:
-                value = self.form.data.get(name)
-                values = value if isinstance(value, (list, tuple)) else [value]
-
-            values = [str(value) for value in values if value not in (None, "")]
-            if not values:
-                continue
-            if set(values) == self.default_filter_values.get(name):
-                continue
-            return True
-        return False
-
     @staticmethod
     def filter_category(queryset, name, value):
         if not value:

app/apps/transactions/migrations/0050_filterpreset.py

@@ -1,38 +0,0 @@
-import django.db.models.deletion
-from django.conf import settings
-from django.db import migrations, models
-
-
-class Migration(migrations.Migration):
-    dependencies = [
-        ("transactions", "0049_transactionattachment"),
-        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
-    ]
-
-    operations = [
-        migrations.CreateModel(
-            name="FilterPreset",
-            fields=[
-                (
-                    "id",
-                    models.BigAutoField(
-                        auto_created=True,
-                        primary_key=True,
-                        serialize=False,
-                        verbose_name="ID",
-                    ),
-                ),
-                ("name", models.CharField(max_length=100)),
-                ("parameters", models.JSONField(default=dict)),
-                (
-                    "owner",
-                    models.ForeignKey(
-                        on_delete=django.db.models.deletion.CASCADE,
-                        related_name="filter_presets",
-                        to=settings.AUTH_USER_MODEL,
-                    ),
-                ),
-            ],
-            options={"ordering": ["name", "id"]},
-        ),
-    ]

app/apps/transactions/models.py

@@ -30,27 +30,12 @@ from django.utils.translation import gettext_lazy as _
 
 logger = logging.getLogger()
 
+
 transaction_created = Signal()
 transaction_updated = Signal()
 transaction_deleted = Signal()
 
 
-class FilterPreset(models.Model):
-    owner = models.ForeignKey(
-        settings.AUTH_USER_MODEL,
-        on_delete=models.CASCADE,
-        related_name="filter_presets",
-    )
-    name = models.CharField(max_length=100)
-    parameters = models.JSONField(default=dict)
-
-    class Meta:
-        ordering = ["name", "id"]
-
-    def __str__(self):
-        return self.name
-
-
 def transaction_attachment_path(instance, filename):
     extension = Path(filename).suffix
     return f"transaction_attachments/{instance.transaction_id}/{instance.id}{extension}"
@@ -550,7 +535,6 @@ class Transaction(OwnedObject):
 
         return new_obj
 
-
 class TransactionAttachment(models.Model):
     id = models.UUIDField(primary_key=True, default=uuid.uuid4, editable=False)
     transaction = models.ForeignKey(
@@ -606,7 +590,6 @@ def delete_transaction_attachment_file(sender, instance, **kwargs):
     if storage.exists(instance.file.name):
         storage.delete(instance.file.name)
 
-
 class InstallmentPlan(models.Model):
     class Recurrence(models.TextChoices):
         YEARLY = "yearly", _("Yearly")
@@ -954,10 +937,8 @@ class RecurringTransaction(models.Model):
             notes=self.notes if self.add_notes_to_transaction else "",
             owner=self.account.owner,
         )
-        # Unfiltered managers: generation also runs without a current user, or with a
-        # different one, and the scoped default manager would hide private rows.
-        created_transaction.tags.set(self.tags(manager="all_objects").all())
-        created_transaction.entities.set(self.entities(manager="all_objects").all())
+        created_transaction.tags.set(self.tags.all())
+        created_transaction.entities.set(self.entities.all())
 
     def get_recurrence_delta(self):
         if self.recurrence_type == self.RecurrenceType.DAY:
@@ -1049,11 +1030,9 @@ class RecurringTransaction(models.Model):
                 self.notes if self.add_notes_to_transaction else ""
             )
 
-            # Update many-to-many relationships (see create_transaction)
-            existing_transaction.tags.set(self.tags(manager="all_objects").all())
-            existing_transaction.entities.set(
-                self.entities(manager="all_objects").all()
-            )
+            # Update many-to-many relationships
+            existing_transaction.tags.set(self.tags.all())
+            existing_transaction.entities.set(self.entities.all())
 
             # Save updated transaction
             existing_transaction.save()

app/apps/transactions/tests/test_filter_presets.py

@@ -1,183 +0,0 @@
-from django.contrib.auth import get_user_model
-from django.test import TestCase, override_settings
-from django.urls import reverse
-
-from apps.transactions.models import FilterPreset
-
-
-@override_settings(
-    STORAGES={
-        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
-        "staticfiles": {
-            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
-        },
-    },
-    WHITENOISE_AUTOREFRESH=True,
-)
-class FilterPresetViewTests(TestCase):
-    def setUp(self):
-        user_model = get_user_model()
-        self.user = user_model.objects.create_user(
-            email="preset-owner@example.com", password="testpass123"
-        )
-        self.other_user = user_model.objects.create_user(
-            email="other-user@example.com", password="testpass123"
-        )
-        self.client.force_login(self.user)
-        self.preset = FilterPreset.objects.create(
-            owner=self.user,
-            name="Unpaid",
-            parameters={"is_paid": ["0"], "type": ["IN", "EX"]},
-        )
-
-    def test_create_stores_only_transaction_filter_fields(self):
-        response = self.client.post(
-            reverse("filter_preset_create"),
-            {
-                "name": "Account X Unpaid",
-                "account": ["Account X"],
-                "is_paid": ["0"],
-                "order": "newer",
-            },
-            HTTP_HX_REQUEST="true",
-        )
-
-        preset = FilterPreset.objects.get(
-            owner=self.user, name="Account X Unpaid"
-        )
-        self.assertEqual(
-            preset.parameters,
-            {"account": ["Account X"], "is_paid": ["0"]},
-        )
-        self.assertContains(response, "Account X Unpaid")
-
-    def test_create_rejects_a_blank_name(self):
-        response = self.client.post(
-            reverse("filter_preset_create"),
-            {"name": "   ", "is_paid": ["0"]},
-            HTTP_HX_REQUEST="true",
-        )
-
-        self.assertEqual(response.status_code, 400)
-        self.assertEqual(FilterPreset.objects.filter(owner=self.user).count(), 1)
-
-    def test_apply_returns_the_saved_filter_form_without_changing_the_url(self):
-        response = self.client.get(
-            reverse("filter_preset_apply", args=[self.preset.pk]),
-            HTTP_HX_REQUEST="true",
-        )
-
-        self.assertEqual(response.status_code, 200)
-        self.assertContains(response, 'id="filter"')
-        self.assertEqual(response.context["filter"].data.getlist("is_paid"), ["0"])
-        self.assertEqual(
-            response.context["filter"].data.getlist("type"), ["IN", "EX"]
-        )
-        self.assertNotIn("HX-Push-Url", response.headers)
-        self.assertNotIn("HX-Replace-Url", response.headers)
-        self.assertIs(response.context.get("filter_is_active"), True)
-        self.assertContains(response, 'hx-swap-oob="outerHTML"')
-        self.assertEqual(
-            response.headers["HX-Trigger-After-Settle"],
-            "updated",
-        )
-
-    def test_clear_returns_the_default_filter_form_without_changing_the_url(self):
-        response = self.client.get(
-            "/transactions/filter/clear/",
-            HTTP_HX_REQUEST="true",
-        )
-
-        self.assertEqual(response.status_code, 200)
-        self.assertContains(response, 'id="filter"')
-        self.assertEqual(
-            response.context["filter"].data.getlist("type"), ["IN", "EX"]
-        )
-        self.assertEqual(
-            response.context["filter"].data.getlist("is_paid"), ["1", "0"]
-        )
-        self.assertNotIn("HX-Push-Url", response.headers)
-        self.assertNotIn("HX-Replace-Url", response.headers)
-        self.assertIs(response.context.get("filter_is_active"), False)
-        self.assertContains(response, 'hx-swap-oob="outerHTML"')
-        self.assertEqual(
-            response.headers["HX-Trigger-After-Settle"],
-            "updated",
-        )
-
-    def test_other_users_cannot_apply_or_delete_a_preset(self):
-        self.client.force_login(self.other_user)
-
-        apply_response = self.client.get(
-            reverse("filter_preset_apply", args=[self.preset.pk]),
-            HTTP_HX_REQUEST="true",
-        )
-        delete_response = self.client.post(
-            reverse("filter_preset_delete", args=[self.preset.pk]),
-            HTTP_HX_REQUEST="true",
-        )
-
-        self.assertEqual(apply_response.status_code, 404)
-        self.assertEqual(delete_response.status_code, 404)
-        self.assertTrue(FilterPreset.objects.filter(pk=self.preset.pk).exists())
-
-    def test_delete_removes_the_current_users_preset(self):
-        response = self.client.post(
-            reverse("filter_preset_delete", args=[self.preset.pk]),
-            HTTP_HX_REQUEST="true",
-        )
-
-        self.assertEqual(response.status_code, 200)
-        self.assertFalse(FilterPreset.objects.filter(pk=self.preset.pk).exists())
-        self.assertNotContains(response, self.preset.name)
-
-    def test_all_transactions_page_only_offers_the_current_users_presets(self):
-        FilterPreset.objects.create(
-            owner=self.other_user,
-            name="Other User Preset",
-            parameters={"type": ["IN"]},
-        )
-
-        response = self.client.get(reverse("transactions_all_index"))
-
-        self.assertContains(response, self.preset.name)
-        self.assertNotContains(response, "Other User Preset")
-        self.assertContains(response, 'id="filter-presets"')
-        self.assertNotContains(response, 'href="./?')
-        self.assertContains(
-            response,
-            reverse("filter_preset_apply", args=[self.preset.pk]),
-        )
-
-    def test_all_transactions_page_marks_a_filtered_query_active(self):
-        response = self.client.get(
-            reverse("transactions_all_index"),
-            {"type": ["IN", "EX"], "is_paid": ["0"]},
-        )
-
-        self.assertIs(response.context["filter_is_active"], True)
-
-    def test_all_transactions_page_does_not_mark_default_query_active(self):
-        response = self.client.get(
-            reverse("transactions_all_index"),
-            {
-                "type": ["IN", "EX"],
-                "is_paid": ["1", "0"],
-                "mute_status": ["active", "muted"],
-            },
-        )
-
-        self.assertIs(response.context["filter_is_active"], False)
-
-    def test_monthly_page_renders_preset_controls(self):
-        other_preset = FilterPreset.objects.create(
-            owner=self.other_user,
-            name="Other Monthly Preset",
-            parameters={"type": ["IN"]},
-        )
-        response = self.client.get(reverse("monthly_overview", args=[8, 2026]))
-
-        self.assertContains(response, 'id="filter-presets"')
-        self.assertNotContains(response, 'href="./?')
-        self.assertContains(response, reverse("filter_preset_create"))
-        self.assertNotContains(response, other_preset.name)

app/apps/transactions/tests/test_models.py

@@ -7,7 +7,6 @@ from django.utils import timezone
 from apps.transactions.models import (
     TransactionCategory,
     TransactionTag,
-    TransactionEntity,
     Transaction,
     InstallmentPlan,
     RecurringTransaction,
@@ -241,27 +240,3 @@ class RecurringTransactionTests(TestCase):
         self.assertFalse(recurring.is_paused)
         self.assertEqual(recurring.recurrence_interval, 1)
         self.assertEqual(recurring.account.currency.code, "USD")
-
-    def test_generate_upcoming_transactions_keeps_tags_and_entities(self):
-        """Generation must copy tags/entities even with no current user"""
-        tag = TransactionTag.objects.create(name="Essential")
-        entity = TransactionEntity.objects.create(name="Landlord")
-        recurring = RecurringTransaction.objects.create(
-            account=self.account,
-            type=Transaction.Type.EXPENSE,
-            amount=Decimal("100.00"),
-            description="Monthly Payment",
-            start_date=timezone.now().date(),
-            recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
-            recurrence_interval=1,
-        )
-        recurring.tags.set([tag])
-        recurring.entities.set([entity])
-
-        RecurringTransaction.generate_upcoming_transactions()
-
-        generated = Transaction.all_objects.filter(recurring_transaction=recurring)
-        self.assertTrue(generated.exists())
-        for transaction in generated:
-            self.assertIn(tag, transaction.tags(manager="all_objects").all())
-            self.assertIn(entity, transaction.entities(manager="all_objects").all())

app/apps/transactions/urls.py

@@ -6,26 +6,6 @@ urlpatterns = [
     path(
         "transactions/list/", views.transaction_all_list, name="transactions_all_list"
     ),
-    path(
-        "transactions/filter-presets/create/",
-        views.filter_preset_create,
-        name="filter_preset_create",
-    ),
-    path(
-        "transactions/filter-presets/<int:preset_id>/apply/",
-        views.filter_preset_apply,
-        name="filter_preset_apply",
-    ),
-    path(
-        "transactions/filter-presets/<int:preset_id>/delete/",
-        views.filter_preset_delete,
-        name="filter_preset_delete",
-    ),
-    path(
-        "transactions/filter/clear/",
-        views.transaction_filter_clear,
-        name="transaction_filter_clear",
-    ),
     path(
         "transactions/trash/",
         views.transactions_trash_can_index,

app/apps/transactions/views/categories.py

@@ -1,17 +1,11 @@
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.http import HttpResponse
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.transactions.forms import TransactionCategoryForm
 from apps.transactions.models import TransactionCategory
 from apps.common.models import SharedObject
@@ -91,9 +85,17 @@ def category_add(request, **kwargs):
 @login_required
 @require_http_methods(["GET", "POST"])
 def category_edit(request, category_id):
-    category = get_shared_object_or_error(
-        TransactionCategory, request, id=category_id, level=EDIT
-    )
+    category = get_object_or_404(TransactionCategory, id=category_id)
+
+    if category.owner and category.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = TransactionCategoryForm(request.POST, instance=category)
@@ -121,7 +123,17 @@ def category_edit(request, category_id):
 @login_required
 @require_http_methods(["GET", "POST"])
 def category_share(request, pk):
-    obj = get_shared_object_or_error(TransactionCategory, request, id=pk, level=EDIT)
+    obj = get_object_or_404(TransactionCategory, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)
@@ -149,20 +161,14 @@ def category_share(request, pk):
 @login_required
 @require_http_methods(["DELETE"])
 def category_delete(request, category_id):
-    category = get_shared_object_or_error(
-        TransactionCategory, request, id=category_id, level=READ
-    )
+    category = get_object_or_404(TransactionCategory, id=category_id)
 
-    if category.is_editable_by(request.user):
-        category.delete()
-        messages.success(request, _("Category deleted successfully"))
-    elif category.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's object shared with us: we can drop our own access
-        # to it, but never delete it.
+    if category.owner != request.user and request.user in category.shared_with.all():
         category.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        category.delete()
+        messages.success(request, _("Category deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -176,9 +182,7 @@ def category_delete(request, category_id):
 @login_required
 @require_http_methods(["GET"])
 def category_take_ownership(request, category_id):
-    category = get_shared_object_or_error(
-        TransactionCategory, request, id=category_id, level=EDIT
-    )
+    category = get_object_or_404(TransactionCategory, id=category_id)
 
     if not category.owner:
         category.owner = request.user

app/apps/transactions/views/entities.py

@@ -1,17 +1,11 @@
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.http import HttpResponse
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.transactions.forms import TransactionEntityForm
 from apps.transactions.models import TransactionEntity
 from apps.common.models import SharedObject
@@ -91,9 +85,17 @@ def entity_add(request, **kwargs):
 @login_required
 @require_http_methods(["GET", "POST"])
 def entity_edit(request, entity_id):
-    entity = get_shared_object_or_error(
-        TransactionEntity, request, id=entity_id, level=EDIT
-    )
+    entity = get_object_or_404(TransactionEntity, id=entity_id)
+
+    if entity.owner and entity.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = TransactionEntityForm(request.POST, instance=entity)
@@ -121,20 +123,14 @@ def entity_edit(request, entity_id):
 @login_required
 @require_http_methods(["DELETE"])
 def entity_delete(request, entity_id):
-    entity = get_shared_object_or_error(
-        TransactionEntity, request, id=entity_id, level=READ
-    )
+    entity = get_object_or_404(TransactionEntity, id=entity_id)
 
-    if entity.is_editable_by(request.user):
-        entity.delete()
-        messages.success(request, _("Entity deleted successfully"))
-    elif entity.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's object shared with us: we can drop our own access
-        # to it, but never delete it.
+    if entity.owner != request.user and request.user in entity.shared_with.all():
         entity.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        entity.delete()
+        messages.success(request, _("Entity deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -148,9 +144,7 @@ def entity_delete(request, entity_id):
 @login_required
 @require_http_methods(["GET"])
 def entity_take_ownership(request, entity_id):
-    entity = get_shared_object_or_error(
-        TransactionEntity, request, id=entity_id, level=EDIT
-    )
+    entity = get_object_or_404(TransactionEntity, id=entity_id)
 
     if not entity.owner:
         entity.owner = request.user
@@ -171,7 +165,17 @@ def entity_take_ownership(request, entity_id):
 @login_required
 @require_http_methods(["GET", "POST"])
 def entity_share(request, pk):
-    obj = get_shared_object_or_error(TransactionEntity, request, id=pk, level=EDIT)
+    obj = get_object_or_404(TransactionEntity, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)

app/apps/transactions/views/tags.py

@@ -1,17 +1,11 @@
 from django.contrib import messages
 from django.contrib.auth.decorators import login_required
-from django.core.exceptions import PermissionDenied
 from django.http import HttpResponse
-from django.shortcuts import render
+from django.shortcuts import render, get_object_or_404
 from django.utils.translation import gettext_lazy as _
 from django.views.decorators.http import require_http_methods
 
 from apps.common.decorators.htmx import only_htmx
-from apps.common.functions.permissions import (
-    EDIT,
-    READ,
-    get_shared_object_or_error,
-)
 from apps.transactions.forms import TransactionTagForm
 from apps.transactions.models import TransactionTag
 from apps.common.models import SharedObject
@@ -91,7 +85,17 @@ def tag_add(request, **kwargs):
 @login_required
 @require_http_methods(["GET", "POST"])
 def tag_edit(request, tag_id):
-    tag = get_shared_object_or_error(TransactionTag, request, id=tag_id, level=EDIT)
+    tag = get_object_or_404(TransactionTag, id=tag_id)
+
+    if tag.owner and tag.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = TransactionTagForm(request.POST, instance=tag)
@@ -119,18 +123,14 @@ def tag_edit(request, tag_id):
 @login_required
 @require_http_methods(["DELETE"])
 def tag_delete(request, tag_id):
-    tag = get_shared_object_or_error(TransactionTag, request, id=tag_id, level=READ)
+    tag = get_object_or_404(TransactionTag, id=tag_id)
 
-    if tag.is_editable_by(request.user):
-        tag.delete()
-        messages.success(request, _("Tag deleted successfully"))
-    elif tag.shared_with.filter(pk=request.user.pk).exists():
-        # Someone else's object shared with us: we can drop our own access
-        # to it, but never delete it.
+    if tag.owner != request.user and request.user in tag.shared_with.all():
         tag.shared_with.remove(request.user)
         messages.success(request, _("Item no longer shared with you"))
     else:
-        raise PermissionDenied
+        tag.delete()
+        messages.success(request, _("Tag deleted successfully"))
 
     return HttpResponse(
         status=204,
@@ -144,7 +144,7 @@ def tag_delete(request, tag_id):
 @login_required
 @require_http_methods(["GET"])
 def tag_take_ownership(request, tag_id):
-    tag = get_shared_object_or_error(TransactionTag, request, id=tag_id, level=EDIT)
+    tag = get_object_or_404(TransactionTag, id=tag_id)
 
     if not tag.owner:
         tag.owner = request.user
@@ -165,7 +165,17 @@ def tag_take_ownership(request, tag_id):
 @login_required
 @require_http_methods(["GET", "POST"])
 def tag_share(request, pk):
-    obj = get_shared_object_or_error(TransactionTag, request, id=pk, level=EDIT)
+    obj = get_object_or_404(TransactionTag, id=pk)
+
+    if obj.owner and obj.owner != request.user:
+        messages.error(request, _("Only the owner can edit this"))
+
+        return HttpResponse(
+            status=204,
+            headers={
+                "HX-Trigger": "updated, hide_offcanvas",
+            },
+        )
 
     if request.method == "POST":
         form = SharedObjectForm(request.POST, instance=obj, user=request.user)

app/apps/transactions/views/transactions.py

@@ -11,7 +11,7 @@ from apps.transactions.forms import (
     TransactionForm,
     TransferForm,
 )
-from apps.transactions.models import FilterPreset, Transaction, TransactionAttachment
+from apps.transactions.models import Transaction, TransactionAttachment
 from apps.transactions.utils.calculations import (
     calculate_account_totals,
     calculate_currency_totals,
@@ -23,7 +23,7 @@ from django.contrib import messages
 from django.contrib.auth.decorators import login_required
 from django.core.paginator import Paginator
 from django.db.models import Case, IntegerField, Q, Value, When
-from django.http import FileResponse, Http404, HttpResponse, JsonResponse, QueryDict
+from django.http import FileResponse, Http404, HttpResponse, JsonResponse
 from django.shortcuts import get_object_or_404, render
 from django.utils import timezone
 from django.utils.translation import gettext_lazy as _
@@ -635,92 +635,7 @@ def transaction_all_index(request):
     return render(
         request,
         "transactions/pages/transactions.html",
-        {
-            "filter": f,
-            "filter_is_active": f.has_active_filters,
-            "filter_presets": FilterPreset.objects.filter(owner=request.user),
-            "order": order,
-            "summary_tab": summary_tab,
-        },
-    )
-
-
-@only_htmx
-@login_required
-@require_http_methods(["POST"])
-def filter_preset_create(request):
-    name = request.POST.get("name", "").strip()
-    if not name or len(name) > 100:
-        return HttpResponse(status=400)
-
-    parameters = {
-        key: request.POST.getlist(key)
-        for key in TransactionsFilter.base_filters
-        if key in request.POST
-    }
-    FilterPreset.objects.create(
-        owner=request.user,
-        name=name,
-        parameters=parameters,
-    )
-    return render(
-        request,
-        "transactions/fragments/filter_presets.html",
-        {"filter_presets": FilterPreset.objects.filter(owner=request.user)},
-    )
-
-
-@only_htmx
-@login_required
-@require_http_methods(["GET"])
-def filter_preset_apply(request, preset_id):
-    preset = get_object_or_404(FilterPreset, pk=preset_id, owner=request.user)
-    data = QueryDict(mutable=True)
-    for key, values in preset.parameters.items():
-        if key in TransactionsFilter.base_filters:
-            data.setlist(key, values)
-
-    transaction_filter = TransactionsFilter(data)
-    response = render(
-        request,
-        "transactions/fragments/filter_form.html",
-        {
-            "filter": transaction_filter,
-            "filter_is_active": transaction_filter.has_active_filters,
-            "swap_filter_indicator": True,
-        },
-    )
-    response.headers["HX-Trigger-After-Settle"] = "updated"
-    return response
-
-
-@only_htmx
-@login_required
-@require_http_methods(["GET"])
-def transaction_filter_clear(request):
-    transaction_filter = TransactionsFilter(QueryDict())
-    response = render(
-        request,
-        "transactions/fragments/filter_form.html",
-        {
-            "filter": transaction_filter,
-            "filter_is_active": False,
-            "swap_filter_indicator": True,
-        },
-    )
-    response.headers["HX-Trigger-After-Settle"] = "updated"
-    return response
-
-
-@only_htmx
-@login_required
-@require_http_methods(["POST"])
-def filter_preset_delete(request, preset_id):
-    get_object_or_404(FilterPreset, pk=preset_id, owner=request.user).delete()
-    return render(
-        request,
-        "transactions/fragments/filter_presets.html",
-        {"filter_presets": FilterPreset.objects.filter(owner=request.user)},
+        {"filter": f, "order": order, "summary_tab": summary_tab},
     )
 
 

app/locale/en/LC_MESSAGES/django.po

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-09-06 19:42+0000\n"
+"POT-Creation-Date: 2026-07-18 18:43+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -65,9 +65,9 @@ msgstr ""
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1110
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:1089
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -78,13 +78,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:79
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -96,8 +96,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:287 apps/transactions/models.py:1078
+#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:272 apps/transactions/models.py:1057
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -165,9 +165,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1084
+#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:1063
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -176,7 +176,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -189,56 +189,68 @@ msgstr ""
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:50
+#: apps/accounts/views/account_groups.py:44
 msgid "Account Group added successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:78
+#: apps/accounts/views/account_groups.py:69
+#: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/transactions/views/categories.py:91
+#: apps/transactions/views/categories.py:129
+#: apps/transactions/views/entities.py:91
+#: apps/transactions/views/entities.py:171 apps/transactions/views/tags.py:91
+#: apps/transactions/views/tags.py:171
+msgid "Only the owner can edit this"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:82
 msgid "Account Group updated successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:104
-msgid "Account Group deleted successfully"
-msgstr ""
-
-#: apps/accounts/views/account_groups.py:109
-#: apps/accounts/views/accounts.py:137 apps/dca/views.py:106
-#: apps/rules/views.py:191 apps/transactions/views/categories.py:163
-#: apps/transactions/views/entities.py:135 apps/transactions/views/tags.py:131
+#: apps/accounts/views/account_groups.py:111
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
+#: apps/rules/views.py:185 apps/transactions/views/categories.py:168
+#: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:132
-#: apps/accounts/views/accounts.py:182 apps/dca/views.py:131
-#: apps/rules/views.py:217 apps/transactions/views/categories.py:188
-#: apps/transactions/views/entities.py:160 apps/transactions/views/tags.py:154
+#: apps/accounts/views/account_groups.py:114
+msgid "Account Group deleted successfully"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:135
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
+#: apps/rules/views.py:210 apps/transactions/views/categories.py:192
+#: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:152
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:151
-#: apps/rules/views.py:238 apps/transactions/views/categories.py:130
-#: apps/transactions/views/entities.py:180 apps/transactions/views/tags.py:174
+#: apps/accounts/views/account_groups.py:165
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
+#: apps/rules/views.py:241 apps/transactions/views/categories.py:142
+#: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:50
+#: apps/accounts/views/accounts.py:44
 msgid "Account added successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:78
+#: apps/accounts/views/accounts.py:81
 msgid "Account updated successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:132
+#: apps/accounts/views/accounts.py:148
 msgid "Account deleted successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:158
+#: apps/accounts/views/accounts.py:165
 msgid "Account is now tracked"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:161
+#: apps/accounts/views/accounts.py:168
 msgid "Account is now untracked"
 msgstr ""
 
@@ -333,7 +345,6 @@ msgid ""
 msgstr ""
 
 #: apps/common/forms.py:76 apps/users/forms.py:172
-#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -448,9 +459,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:284
-#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:233
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -469,7 +481,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:328
+#: apps/transactions/forms.py:600 apps/transactions/models.py:313
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -489,7 +501,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -555,8 +567,8 @@ msgid "Service Type"
 msgstr ""
 
 #: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -735,8 +747,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:868 apps/transactions/models.py:1106
+#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:851 apps/transactions/models.py:1085
 msgid "Notes"
 msgstr ""
 
@@ -768,27 +780,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:44
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:73
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:101
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:236
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:270
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:303
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -799,7 +811,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -808,7 +820,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -819,12 +831,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:84
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:865 apps/transactions/models.py:1121
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:848 apps/transactions/models.py:1100
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -836,14 +848,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -995,7 +1007,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1093,15 +1105,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:846 apps/transactions/models.py:1091
+#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:829 apps/transactions/models.py:1070
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
+#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1111,15 +1123,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:641 apps/transactions/models.py:870
+#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/models.py:624 apps/transactions/models.py:853
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1099
+#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:1078
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1130,27 +1142,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:854 apps/transactions/models.py:1104
+#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:837 apps/transactions/models.py:1083
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1126
+#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/transactions/models.py:1105
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1128
+#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/transactions/models.py:1107
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1094
+#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:1073
 msgid "Mute"
 msgstr ""
 
@@ -1163,7 +1175,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:402 apps/transactions/models.py:560
+#: apps/transactions/models.py:387 apps/transactions/models.py:544
 msgid "Transaction"
 msgstr ""
 
@@ -1257,15 +1269,15 @@ msgstr ""
 msgid "Update or create transaction action"
 msgstr ""
 
-#: apps/rules/views.py:79
+#: apps/rules/views.py:71
 msgid "Rule deactivated successfully"
 msgstr ""
 
-#: apps/rules/views.py:81
+#: apps/rules/views.py:73
 msgid "Rule activated successfully"
 msgstr ""
 
-#: apps/rules/views.py:100
+#: apps/rules/views.py:92
 msgid "Rule added successfully"
 msgstr ""
 
@@ -1273,27 +1285,27 @@ msgstr ""
 msgid "Rule updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:186
+#: apps/rules/views.py:188
 msgid "Rule deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:306
+#: apps/rules/views.py:305
 msgid "Action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:341
+#: apps/rules/views.py:336
 msgid "Action deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:367
+#: apps/rules/views.py:360
 msgid "Update or Create Transaction action added successfully"
 msgstr ""
 
-#: apps/rules/views.py:402
+#: apps/rules/views.py:393
 msgid "Update or Create Transaction action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:434
+#: apps/rules/views.py:423
 msgid "Update or Create Transaction action deleted successfully"
 msgstr ""
 
@@ -1310,58 +1322,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:57
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:95
+#: apps/transactions/filters.py:89
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:100
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:110
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:120
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:125
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:208
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:221
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:222
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1436,42 +1448,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:244
+#: apps/transactions/models.py:229
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:237
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:238
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:268
+#: apps/transactions/models.py:253
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:276 apps/transactions/models.py:277
+#: apps/transactions/models.py:261 apps/transactions/models.py:262
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:292
+#: apps/transactions/models.py:277
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:300
+#: apps/transactions/models.py:285
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:312 apps/transactions/models.py:1071
+#: apps/transactions/models.py:297 apps/transactions/models.py:1050
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1483,7 +1495,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:313 apps/transactions/models.py:1072
+#: apps/transactions/models.py:298 apps/transactions/models.py:1051
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1494,157 +1506,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:368 apps/transactions/models.py:680
+#: apps/transactions/models.py:353 apps/transactions/models.py:663
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:377 apps/transactions/models.py:904
+#: apps/transactions/models.py:362 apps/transactions/models.py:887
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:385
+#: apps/transactions/models.py:370
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:390
+#: apps/transactions/models.py:375
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:506
+#: apps/transactions/models.py:491
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:508
+#: apps/transactions/models.py:493
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:549
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:551
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:569
+#: apps/transactions/models.py:553
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:571
+#: apps/transactions/models.py:555
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:576
+#: apps/transactions/models.py:560
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:581
+#: apps/transactions/models.py:565
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:582
+#: apps/transactions/models.py:566
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:613 apps/users/models.py:469
+#: apps/transactions/models.py:596 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:614
+#: apps/transactions/models.py:597
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:615
+#: apps/transactions/models.py:598
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:628
+#: apps/transactions/models.py:611
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:633
+#: apps/transactions/models.py:616
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:617
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:639 apps/transactions/models.py:874
+#: apps/transactions/models.py:622 apps/transactions/models.py:857
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:643 apps/transactions/models.py:875
+#: apps/transactions/models.py:626 apps/transactions/models.py:858
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:648
+#: apps/transactions/models.py:631
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:651
+#: apps/transactions/models.py:634
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:670 apps/transactions/models.py:894
+#: apps/transactions/models.py:653 apps/transactions/models.py:877
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:673 apps/transactions/models.py:897
+#: apps/transactions/models.py:656 apps/transactions/models.py:880
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:833
+#: apps/transactions/models.py:816
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:834
+#: apps/transactions/models.py:817
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:835
+#: apps/transactions/models.py:818
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:836
+#: apps/transactions/models.py:819
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:838
+#: apps/transactions/models.py:821
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:877
+#: apps/transactions/models.py:860
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:880
+#: apps/transactions/models.py:863
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:883
+#: apps/transactions/models.py:866
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:887
+#: apps/transactions/models.py:870
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:890
+#: apps/transactions/models.py:873
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1138
+#: apps/transactions/models.py:1117
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1653,7 +1665,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1704,27 +1716,27 @@ msgid_plural "%(count)s transactions duplicated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/categories.py:72
+#: apps/transactions/views/categories.py:66
 msgid "Category added successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:102
+#: apps/transactions/views/categories.py:104
 msgid "Category updated successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:158
+#: apps/transactions/views/categories.py:171
 msgid "Category deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:72
+#: apps/transactions/views/entities.py:66
 msgid "Entity added successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:102
+#: apps/transactions/views/entities.py:104
 msgid "Entity updated successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:130
+#: apps/transactions/views/entities.py:133
 msgid "Entity deleted successfully"
 msgstr ""
 
@@ -1787,15 +1799,15 @@ msgstr ""
 msgid "Recurring Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:72
+#: apps/transactions/views/tags.py:66
 msgid "Tag added successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:100
+#: apps/transactions/views/tags.py:104
 msgid "Tag updated successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:126
+#: apps/transactions/views/tags.py:133
 msgid "Tag deleted successfully"
 msgstr ""
 
@@ -1877,9 +1889,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:247
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:196
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2200,7 +2212,6 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
-#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2305,8 +2316,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:407
+#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:396
 msgid "Difference"
 msgstr ""
 
@@ -2686,19 +2697,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:409
+#: templates/dca/fragments/strategy/details.html:384
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:423
+#: templates/dca/fragments/strategy/details.html:398
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:469
+#: templates/dca/fragments/strategy/details.html:444
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:471
+#: templates/dca/fragments/strategy/details.html:446
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2935,7 +2946,6 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
-#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3350,16 +3360,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:256
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:205
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:265
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:214
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
@@ -3368,8 +3378,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:186
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3378,24 +3388,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
+#: templates/net_worth/net_worth.html:84
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:135
+#: templates/net_worth/net_worth.html:134
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:163
+#: templates/net_worth/net_worth.html:162
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:271
+#: templates/net_worth/net_worth.html:270
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:345
+#: templates/net_worth/net_worth.html:334
 msgid "Evolution by account"
 msgstr ""
 
@@ -3475,19 +3485,15 @@ msgstr ""
 msgid "View"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Deactivate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Activate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:77
-msgid "Only the owner can change this"
-msgstr ""
-
-#: templates/rules/fragments/list.html:96
+#: templates/rules/fragments/list.html:89
 msgid "No rules"
 msgstr ""
 
@@ -3630,40 +3636,6 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/filter_actions.html:2
-msgid "Save filter preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:3
-msgid "Preset name"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:40
-msgid "Save preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:6
-msgid "Filter presets"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:21
-#, python-format
-msgid "Delete %(name)s"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:26
-msgid "Delete filter preset?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:27
-#, python-format
-msgid "Delete “%(name)s”?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:34
-msgid "No saved presets"
-msgstr ""
-
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/locale/id/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-09-06 19:42+0000\n"
+"POT-Creation-Date: 2026-07-18 18:43+0000\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: Automatically generated\n"
 "Language-Team: none\n"
@@ -64,9 +64,9 @@ msgstr ""
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1110
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:1089
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -77,13 +77,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:79
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -95,8 +95,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:287 apps/transactions/models.py:1078
+#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:272 apps/transactions/models.py:1057
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -164,9 +164,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1084
+#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:1063
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -175,7 +175,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -188,56 +188,68 @@ msgstr ""
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:50
+#: apps/accounts/views/account_groups.py:44
 msgid "Account Group added successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:78
+#: apps/accounts/views/account_groups.py:69
+#: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/transactions/views/categories.py:91
+#: apps/transactions/views/categories.py:129
+#: apps/transactions/views/entities.py:91
+#: apps/transactions/views/entities.py:171 apps/transactions/views/tags.py:91
+#: apps/transactions/views/tags.py:171
+msgid "Only the owner can edit this"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:82
 msgid "Account Group updated successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:104
-msgid "Account Group deleted successfully"
-msgstr ""
-
-#: apps/accounts/views/account_groups.py:109
-#: apps/accounts/views/accounts.py:137 apps/dca/views.py:106
-#: apps/rules/views.py:191 apps/transactions/views/categories.py:163
-#: apps/transactions/views/entities.py:135 apps/transactions/views/tags.py:131
+#: apps/accounts/views/account_groups.py:111
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
+#: apps/rules/views.py:185 apps/transactions/views/categories.py:168
+#: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:132
-#: apps/accounts/views/accounts.py:182 apps/dca/views.py:131
-#: apps/rules/views.py:217 apps/transactions/views/categories.py:188
-#: apps/transactions/views/entities.py:160 apps/transactions/views/tags.py:154
+#: apps/accounts/views/account_groups.py:114
+msgid "Account Group deleted successfully"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:135
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
+#: apps/rules/views.py:210 apps/transactions/views/categories.py:192
+#: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:152
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:151
-#: apps/rules/views.py:238 apps/transactions/views/categories.py:130
-#: apps/transactions/views/entities.py:180 apps/transactions/views/tags.py:174
+#: apps/accounts/views/account_groups.py:165
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
+#: apps/rules/views.py:241 apps/transactions/views/categories.py:142
+#: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:50
+#: apps/accounts/views/accounts.py:44
 msgid "Account added successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:78
+#: apps/accounts/views/accounts.py:81
 msgid "Account updated successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:132
+#: apps/accounts/views/accounts.py:148
 msgid "Account deleted successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:158
+#: apps/accounts/views/accounts.py:165
 msgid "Account is now tracked"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:161
+#: apps/accounts/views/accounts.py:168
 msgid "Account is now untracked"
 msgstr ""
 
@@ -332,7 +344,6 @@ msgid ""
 msgstr ""
 
 #: apps/common/forms.py:76 apps/users/forms.py:172
-#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -447,9 +458,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:284
-#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:233
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -468,7 +480,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:328
+#: apps/transactions/forms.py:600 apps/transactions/models.py:313
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -488,7 +500,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -554,8 +566,8 @@ msgid "Service Type"
 msgstr ""
 
 #: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -734,8 +746,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:868 apps/transactions/models.py:1106
+#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:851 apps/transactions/models.py:1085
 msgid "Notes"
 msgstr ""
 
@@ -767,27 +779,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:44
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:73
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:101
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:236
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:270
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:303
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -798,7 +810,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -807,7 +819,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -818,12 +830,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:84
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:865 apps/transactions/models.py:1121
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:848 apps/transactions/models.py:1100
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -835,14 +847,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -994,7 +1006,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1092,15 +1104,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:846 apps/transactions/models.py:1091
+#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:829 apps/transactions/models.py:1070
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
+#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1110,15 +1122,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:641 apps/transactions/models.py:870
+#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/models.py:624 apps/transactions/models.py:853
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1099
+#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:1078
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1129,27 +1141,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:854 apps/transactions/models.py:1104
+#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:837 apps/transactions/models.py:1083
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1126
+#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/transactions/models.py:1105
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1128
+#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/transactions/models.py:1107
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1094
+#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:1073
 msgid "Mute"
 msgstr ""
 
@@ -1162,7 +1174,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:402 apps/transactions/models.py:560
+#: apps/transactions/models.py:387 apps/transactions/models.py:544
 msgid "Transaction"
 msgstr ""
 
@@ -1256,15 +1268,15 @@ msgstr ""
 msgid "Update or create transaction action"
 msgstr ""
 
-#: apps/rules/views.py:79
+#: apps/rules/views.py:71
 msgid "Rule deactivated successfully"
 msgstr ""
 
-#: apps/rules/views.py:81
+#: apps/rules/views.py:73
 msgid "Rule activated successfully"
 msgstr ""
 
-#: apps/rules/views.py:100
+#: apps/rules/views.py:92
 msgid "Rule added successfully"
 msgstr ""
 
@@ -1272,27 +1284,27 @@ msgstr ""
 msgid "Rule updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:186
+#: apps/rules/views.py:188
 msgid "Rule deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:306
+#: apps/rules/views.py:305
 msgid "Action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:341
+#: apps/rules/views.py:336
 msgid "Action deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:367
+#: apps/rules/views.py:360
 msgid "Update or Create Transaction action added successfully"
 msgstr ""
 
-#: apps/rules/views.py:402
+#: apps/rules/views.py:393
 msgid "Update or Create Transaction action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:434
+#: apps/rules/views.py:423
 msgid "Update or Create Transaction action deleted successfully"
 msgstr ""
 
@@ -1309,58 +1321,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:57
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:95
+#: apps/transactions/filters.py:89
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:100
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:110
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:120
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:125
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:208
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:221
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:222
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1435,42 +1447,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:244
+#: apps/transactions/models.py:229
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:237
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:238
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:268
+#: apps/transactions/models.py:253
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:276 apps/transactions/models.py:277
+#: apps/transactions/models.py:261 apps/transactions/models.py:262
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:292
+#: apps/transactions/models.py:277
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:300
+#: apps/transactions/models.py:285
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:312 apps/transactions/models.py:1071
+#: apps/transactions/models.py:297 apps/transactions/models.py:1050
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1482,7 +1494,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:313 apps/transactions/models.py:1072
+#: apps/transactions/models.py:298 apps/transactions/models.py:1051
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1493,157 +1505,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:368 apps/transactions/models.py:680
+#: apps/transactions/models.py:353 apps/transactions/models.py:663
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:377 apps/transactions/models.py:904
+#: apps/transactions/models.py:362 apps/transactions/models.py:887
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:385
+#: apps/transactions/models.py:370
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:390
+#: apps/transactions/models.py:375
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:506
+#: apps/transactions/models.py:491
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:508
+#: apps/transactions/models.py:493
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:549
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:551
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:569
+#: apps/transactions/models.py:553
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:571
+#: apps/transactions/models.py:555
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:576
+#: apps/transactions/models.py:560
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:581
+#: apps/transactions/models.py:565
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:582
+#: apps/transactions/models.py:566
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:613 apps/users/models.py:469
+#: apps/transactions/models.py:596 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:614
+#: apps/transactions/models.py:597
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:615
+#: apps/transactions/models.py:598
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:628
+#: apps/transactions/models.py:611
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:633
+#: apps/transactions/models.py:616
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:617
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:639 apps/transactions/models.py:874
+#: apps/transactions/models.py:622 apps/transactions/models.py:857
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:643 apps/transactions/models.py:875
+#: apps/transactions/models.py:626 apps/transactions/models.py:858
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:648
+#: apps/transactions/models.py:631
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:651
+#: apps/transactions/models.py:634
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:670 apps/transactions/models.py:894
+#: apps/transactions/models.py:653 apps/transactions/models.py:877
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:673 apps/transactions/models.py:897
+#: apps/transactions/models.py:656 apps/transactions/models.py:880
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:833
+#: apps/transactions/models.py:816
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:834
+#: apps/transactions/models.py:817
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:835
+#: apps/transactions/models.py:818
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:836
+#: apps/transactions/models.py:819
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:838
+#: apps/transactions/models.py:821
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:877
+#: apps/transactions/models.py:860
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:880
+#: apps/transactions/models.py:863
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:883
+#: apps/transactions/models.py:866
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:887
+#: apps/transactions/models.py:870
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:890
+#: apps/transactions/models.py:873
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1138
+#: apps/transactions/models.py:1117
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1652,7 +1664,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1703,27 +1715,27 @@ msgid_plural "%(count)s transactions duplicated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/categories.py:72
+#: apps/transactions/views/categories.py:66
 msgid "Category added successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:102
+#: apps/transactions/views/categories.py:104
 msgid "Category updated successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:158
+#: apps/transactions/views/categories.py:171
 msgid "Category deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:72
+#: apps/transactions/views/entities.py:66
 msgid "Entity added successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:102
+#: apps/transactions/views/entities.py:104
 msgid "Entity updated successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:130
+#: apps/transactions/views/entities.py:133
 msgid "Entity deleted successfully"
 msgstr ""
 
@@ -1786,15 +1798,15 @@ msgstr ""
 msgid "Recurring Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:72
+#: apps/transactions/views/tags.py:66
 msgid "Tag added successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:100
+#: apps/transactions/views/tags.py:104
 msgid "Tag updated successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:126
+#: apps/transactions/views/tags.py:133
 msgid "Tag deleted successfully"
 msgstr ""
 
@@ -1876,9 +1888,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:247
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:196
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2199,7 +2211,6 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
-#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2304,8 +2315,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:407
+#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:396
 msgid "Difference"
 msgstr ""
 
@@ -2685,19 +2696,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:409
+#: templates/dca/fragments/strategy/details.html:384
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:423
+#: templates/dca/fragments/strategy/details.html:398
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:469
+#: templates/dca/fragments/strategy/details.html:444
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:471
+#: templates/dca/fragments/strategy/details.html:446
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2933,7 +2944,6 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
-#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3348,16 +3358,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:256
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:205
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:265
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:214
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
@@ -3366,8 +3376,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:186
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3376,24 +3386,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
+#: templates/net_worth/net_worth.html:84
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:135
+#: templates/net_worth/net_worth.html:134
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:163
+#: templates/net_worth/net_worth.html:162
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:271
+#: templates/net_worth/net_worth.html:270
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:345
+#: templates/net_worth/net_worth.html:334
 msgid "Evolution by account"
 msgstr ""
 
@@ -3473,19 +3483,15 @@ msgstr ""
 msgid "View"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Deactivate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Activate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:77
-msgid "Only the owner can change this"
-msgstr ""
-
-#: templates/rules/fragments/list.html:96
+#: templates/rules/fragments/list.html:89
 msgid "No rules"
 msgstr ""
 
@@ -3628,40 +3634,6 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/filter_actions.html:2
-msgid "Save filter preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:3
-msgid "Preset name"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:40
-msgid "Save preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:6
-msgid "Filter presets"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:21
-#, python-format
-msgid "Delete %(name)s"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:26
-msgid "Delete filter preset?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:27
-#, python-format
-msgid "Delete “%(name)s”?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:34
-msgid "No saved presets"
-msgstr ""
-
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/locale/sv/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-09-06 19:42+0000\n"
+"POT-Creation-Date: 2026-07-18 18:43+0000\n"
 "PO-Revision-Date: 2025-04-14 06:16+0000\n"
 "Last-Translator: Emil <emil.bjorkroth@gmail.com>\n"
 "Language-Team: Swedish <https://translations.herculino.com/projects/wygiwyh/"
@@ -66,9 +66,9 @@ msgstr ""
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1110
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:1089
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -79,13 +79,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:79
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -97,8 +97,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:287 apps/transactions/models.py:1078
+#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:272 apps/transactions/models.py:1057
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -166,9 +166,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1084
+#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:1063
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -177,7 +177,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -190,56 +190,68 @@ msgstr ""
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:50
+#: apps/accounts/views/account_groups.py:44
 msgid "Account Group added successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:78
+#: apps/accounts/views/account_groups.py:69
+#: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/transactions/views/categories.py:91
+#: apps/transactions/views/categories.py:129
+#: apps/transactions/views/entities.py:91
+#: apps/transactions/views/entities.py:171 apps/transactions/views/tags.py:91
+#: apps/transactions/views/tags.py:171
+msgid "Only the owner can edit this"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:82
 msgid "Account Group updated successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:104
-msgid "Account Group deleted successfully"
-msgstr ""
-
-#: apps/accounts/views/account_groups.py:109
-#: apps/accounts/views/accounts.py:137 apps/dca/views.py:106
-#: apps/rules/views.py:191 apps/transactions/views/categories.py:163
-#: apps/transactions/views/entities.py:135 apps/transactions/views/tags.py:131
+#: apps/accounts/views/account_groups.py:111
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
+#: apps/rules/views.py:185 apps/transactions/views/categories.py:168
+#: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:132
-#: apps/accounts/views/accounts.py:182 apps/dca/views.py:131
-#: apps/rules/views.py:217 apps/transactions/views/categories.py:188
-#: apps/transactions/views/entities.py:160 apps/transactions/views/tags.py:154
+#: apps/accounts/views/account_groups.py:114
+msgid "Account Group deleted successfully"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:135
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
+#: apps/rules/views.py:210 apps/transactions/views/categories.py:192
+#: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:152
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:151
-#: apps/rules/views.py:238 apps/transactions/views/categories.py:130
-#: apps/transactions/views/entities.py:180 apps/transactions/views/tags.py:174
+#: apps/accounts/views/account_groups.py:165
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
+#: apps/rules/views.py:241 apps/transactions/views/categories.py:142
+#: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:50
+#: apps/accounts/views/accounts.py:44
 msgid "Account added successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:78
+#: apps/accounts/views/accounts.py:81
 msgid "Account updated successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:132
+#: apps/accounts/views/accounts.py:148
 msgid "Account deleted successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:158
+#: apps/accounts/views/accounts.py:165
 msgid "Account is now tracked"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:161
+#: apps/accounts/views/accounts.py:168
 msgid "Account is now untracked"
 msgstr ""
 
@@ -334,7 +346,6 @@ msgid ""
 msgstr ""
 
 #: apps/common/forms.py:76 apps/users/forms.py:172
-#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -449,9 +460,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:284
-#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:233
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -470,7 +482,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:328
+#: apps/transactions/forms.py:600 apps/transactions/models.py:313
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -490,7 +502,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -556,8 +568,8 @@ msgid "Service Type"
 msgstr ""
 
 #: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -736,8 +748,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:868 apps/transactions/models.py:1106
+#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:851 apps/transactions/models.py:1085
 msgid "Notes"
 msgstr ""
 
@@ -769,27 +781,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:44
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:73
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:101
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:236
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:270
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:303
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -800,7 +812,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -809,7 +821,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -820,12 +832,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:84
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:865 apps/transactions/models.py:1121
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:848 apps/transactions/models.py:1100
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -837,14 +849,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -996,7 +1008,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1094,15 +1106,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:846 apps/transactions/models.py:1091
+#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:829 apps/transactions/models.py:1070
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
+#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1112,15 +1124,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:641 apps/transactions/models.py:870
+#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/models.py:624 apps/transactions/models.py:853
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1099
+#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:1078
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1131,27 +1143,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:854 apps/transactions/models.py:1104
+#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:837 apps/transactions/models.py:1083
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1126
+#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/transactions/models.py:1105
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1128
+#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/transactions/models.py:1107
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1094
+#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:1073
 msgid "Mute"
 msgstr ""
 
@@ -1164,7 +1176,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:402 apps/transactions/models.py:560
+#: apps/transactions/models.py:387 apps/transactions/models.py:544
 msgid "Transaction"
 msgstr ""
 
@@ -1258,15 +1270,15 @@ msgstr ""
 msgid "Update or create transaction action"
 msgstr ""
 
-#: apps/rules/views.py:79
+#: apps/rules/views.py:71
 msgid "Rule deactivated successfully"
 msgstr ""
 
-#: apps/rules/views.py:81
+#: apps/rules/views.py:73
 msgid "Rule activated successfully"
 msgstr ""
 
-#: apps/rules/views.py:100
+#: apps/rules/views.py:92
 msgid "Rule added successfully"
 msgstr ""
 
@@ -1274,27 +1286,27 @@ msgstr ""
 msgid "Rule updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:186
+#: apps/rules/views.py:188
 msgid "Rule deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:306
+#: apps/rules/views.py:305
 msgid "Action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:341
+#: apps/rules/views.py:336
 msgid "Action deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:367
+#: apps/rules/views.py:360
 msgid "Update or Create Transaction action added successfully"
 msgstr ""
 
-#: apps/rules/views.py:402
+#: apps/rules/views.py:393
 msgid "Update or Create Transaction action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:434
+#: apps/rules/views.py:423
 msgid "Update or Create Transaction action deleted successfully"
 msgstr ""
 
@@ -1311,58 +1323,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:57
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:95
+#: apps/transactions/filters.py:89
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:100
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:110
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:120
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:125
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:208
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:221
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:222
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1437,42 +1449,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:244
+#: apps/transactions/models.py:229
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:237
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:238
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:268
+#: apps/transactions/models.py:253
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:276 apps/transactions/models.py:277
+#: apps/transactions/models.py:261 apps/transactions/models.py:262
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:292
+#: apps/transactions/models.py:277
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:300
+#: apps/transactions/models.py:285
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:312 apps/transactions/models.py:1071
+#: apps/transactions/models.py:297 apps/transactions/models.py:1050
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1484,7 +1496,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:313 apps/transactions/models.py:1072
+#: apps/transactions/models.py:298 apps/transactions/models.py:1051
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1495,157 +1507,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:368 apps/transactions/models.py:680
+#: apps/transactions/models.py:353 apps/transactions/models.py:663
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:377 apps/transactions/models.py:904
+#: apps/transactions/models.py:362 apps/transactions/models.py:887
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:385
+#: apps/transactions/models.py:370
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:390
+#: apps/transactions/models.py:375
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:506
+#: apps/transactions/models.py:491
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:508
+#: apps/transactions/models.py:493
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:549
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:551
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:569
+#: apps/transactions/models.py:553
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:571
+#: apps/transactions/models.py:555
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:576
+#: apps/transactions/models.py:560
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:581
+#: apps/transactions/models.py:565
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:582
+#: apps/transactions/models.py:566
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:613 apps/users/models.py:469
+#: apps/transactions/models.py:596 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:614
+#: apps/transactions/models.py:597
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:615
+#: apps/transactions/models.py:598
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:628
+#: apps/transactions/models.py:611
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:633
+#: apps/transactions/models.py:616
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:617
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:639 apps/transactions/models.py:874
+#: apps/transactions/models.py:622 apps/transactions/models.py:857
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:643 apps/transactions/models.py:875
+#: apps/transactions/models.py:626 apps/transactions/models.py:858
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:648
+#: apps/transactions/models.py:631
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:651
+#: apps/transactions/models.py:634
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:670 apps/transactions/models.py:894
+#: apps/transactions/models.py:653 apps/transactions/models.py:877
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:673 apps/transactions/models.py:897
+#: apps/transactions/models.py:656 apps/transactions/models.py:880
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:833
+#: apps/transactions/models.py:816
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:834
+#: apps/transactions/models.py:817
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:835
+#: apps/transactions/models.py:818
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:836
+#: apps/transactions/models.py:819
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:838
+#: apps/transactions/models.py:821
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:877
+#: apps/transactions/models.py:860
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:880
+#: apps/transactions/models.py:863
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:883
+#: apps/transactions/models.py:866
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:887
+#: apps/transactions/models.py:870
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:890
+#: apps/transactions/models.py:873
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1138
+#: apps/transactions/models.py:1117
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1654,7 +1666,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1705,27 +1717,27 @@ msgid_plural "%(count)s transactions duplicated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/categories.py:72
+#: apps/transactions/views/categories.py:66
 msgid "Category added successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:102
+#: apps/transactions/views/categories.py:104
 msgid "Category updated successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:158
+#: apps/transactions/views/categories.py:171
 msgid "Category deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:72
+#: apps/transactions/views/entities.py:66
 msgid "Entity added successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:102
+#: apps/transactions/views/entities.py:104
 msgid "Entity updated successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:130
+#: apps/transactions/views/entities.py:133
 msgid "Entity deleted successfully"
 msgstr ""
 
@@ -1788,15 +1800,15 @@ msgstr ""
 msgid "Recurring Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:72
+#: apps/transactions/views/tags.py:66
 msgid "Tag added successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:100
+#: apps/transactions/views/tags.py:104
 msgid "Tag updated successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:126
+#: apps/transactions/views/tags.py:133
 msgid "Tag deleted successfully"
 msgstr ""
 
@@ -1878,9 +1890,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:247
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:196
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2203,7 +2215,6 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
-#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2308,8 +2319,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:407
+#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:396
 msgid "Difference"
 msgstr ""
 
@@ -2689,19 +2700,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:409
+#: templates/dca/fragments/strategy/details.html:384
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:423
+#: templates/dca/fragments/strategy/details.html:398
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:469
+#: templates/dca/fragments/strategy/details.html:444
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:471
+#: templates/dca/fragments/strategy/details.html:446
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2938,7 +2949,6 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
-#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3353,16 +3363,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:256
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:205
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:265
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:214
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
@@ -3371,8 +3381,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:186
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3381,24 +3391,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
+#: templates/net_worth/net_worth.html:84
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:135
+#: templates/net_worth/net_worth.html:134
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:163
+#: templates/net_worth/net_worth.html:162
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:271
+#: templates/net_worth/net_worth.html:270
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:345
+#: templates/net_worth/net_worth.html:334
 msgid "Evolution by account"
 msgstr ""
 
@@ -3478,19 +3488,15 @@ msgstr ""
 msgid "View"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Deactivate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Activate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:77
-msgid "Only the owner can change this"
-msgstr ""
-
-#: templates/rules/fragments/list.html:96
+#: templates/rules/fragments/list.html:89
 msgid "No rules"
 msgstr ""
 
@@ -3633,40 +3639,6 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/filter_actions.html:2
-msgid "Save filter preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:3
-msgid "Preset name"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:40
-msgid "Save preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:6
-msgid "Filter presets"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:21
-#, python-format
-msgid "Delete %(name)s"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:26
-msgid "Delete filter preset?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:27
-#, python-format
-msgid "Delete “%(name)s”?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:34
-msgid "No saved presets"
-msgstr ""
-
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/locale/sw/LC_MESSAGES/django.po

@@ -7,7 +7,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2026-09-06 19:42+0000\n"
+"POT-Creation-Date: 2026-07-18 18:43+0000\n"
 "PO-Revision-Date: 2026-01-18 19:24+0000\n"
 "Last-Translator: Ebrahim Tayabali <ebrahimhakimuddin@gmail.com>\n"
 "Language-Team: Swahili <https://translations.herculino.com/projects/wygiwyh/"
@@ -67,9 +67,9 @@ msgstr "Salio Mpya"
 #: apps/transactions/forms.py:61 apps/transactions/forms.py:307
 #: apps/transactions/forms.py:475 apps/transactions/forms.py:572
 #: apps/transactions/forms.py:579 apps/transactions/forms.py:763
-#: apps/transactions/forms.py:1007 apps/transactions/models.py:346
-#: apps/transactions/models.py:658 apps/transactions/models.py:858
-#: apps/transactions/models.py:1110
+#: apps/transactions/forms.py:1007 apps/transactions/models.py:331
+#: apps/transactions/models.py:641 apps/transactions/models.py:841
+#: apps/transactions/models.py:1089
 #: templates/insights/fragments/category_overview/index.html:86
 #: templates/insights/fragments/category_overview/index.html:542
 #: templates/insights/fragments/month_by_month.html:84
@@ -80,13 +80,13 @@ msgstr ""
 #: apps/accounts/forms.py:132 apps/dca/forms.py:95 apps/dca/forms.py:103
 #: apps/export_app/forms.py:43 apps/export_app/forms.py:132
 #: apps/rules/forms.py:184 apps/rules/forms.py:194 apps/rules/models.py:45
-#: apps/rules/models.py:315 apps/transactions/filters.py:79
+#: apps/rules/models.py:315 apps/transactions/filters.py:73
 #: apps/transactions/forms.py:69 apps/transactions/forms.py:315
 #: apps/transactions/forms.py:483 apps/transactions/forms.py:588
 #: apps/transactions/forms.py:596 apps/transactions/forms.py:756
-#: apps/transactions/forms.py:1000 apps/transactions/models.py:352
-#: apps/transactions/models.py:660 apps/transactions/models.py:862
-#: apps/transactions/models.py:1116 templates/includes/sidebar.html:150
+#: apps/transactions/forms.py:1000 apps/transactions/models.py:337
+#: apps/transactions/models.py:643 apps/transactions/models.py:845
+#: apps/transactions/models.py:1095 templates/includes/sidebar.html:150
 #: templates/insights/fragments/category_overview/index.html:40
 #: templates/insights/fragments/month_by_month.html:29
 #: templates/insights/fragments/month_by_month.html:32
@@ -98,8 +98,8 @@ msgstr ""
 
 #: apps/accounts/models.py:12 apps/accounts/models.py:29 apps/dca/models.py:13
 #: apps/import_app/models.py:14 apps/rules/models.py:13
-#: apps/transactions/models.py:238 apps/transactions/models.py:263
-#: apps/transactions/models.py:287 apps/transactions/models.py:1078
+#: apps/transactions/models.py:223 apps/transactions/models.py:248
+#: apps/transactions/models.py:272 apps/transactions/models.py:1057
 #: apps/users/models.py:572 templates/account_groups/fragments/list.html:22
 #: templates/accounts/fragments/list.html:22
 #: templates/categories/fragments/table.html:17
@@ -170,9 +170,9 @@ msgstr ""
 #: apps/rules/models.py:35 apps/rules/models.py:267
 #: apps/transactions/forms.py:81 apps/transactions/forms.py:327
 #: apps/transactions/forms.py:442 apps/transactions/forms.py:748
-#: apps/transactions/forms.py:992 apps/transactions/models.py:318
-#: apps/transactions/models.py:618 apps/transactions/models.py:840
-#: apps/transactions/models.py:1084
+#: apps/transactions/forms.py:992 apps/transactions/models.py:303
+#: apps/transactions/models.py:601 apps/transactions/models.py:823
+#: apps/transactions/models.py:1063
 #: templates/installment_plans/fragments/table.html:17
 #: templates/quick_transactions/fragments/list.html:14
 #: templates/recurring_transactions/fragments/table.html:19
@@ -181,7 +181,7 @@ msgid "Account"
 msgstr ""
 
 #: apps/accounts/models.py:76 apps/export_app/forms.py:19
-#: apps/export_app/forms.py:129 apps/transactions/filters.py:63
+#: apps/export_app/forms.py:129 apps/transactions/filters.py:57
 #: templates/accounts/fragments/list.html:9
 #: templates/accounts/pages/index.html:4 templates/includes/sidebar.html:162
 #: templates/includes/sidebar.html:164
@@ -194,56 +194,68 @@ msgstr ""
 msgid "Exchange currency cannot be the same as the account's main currency."
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:50
+#: apps/accounts/views/account_groups.py:44
 msgid "Account Group added successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:78
+#: apps/accounts/views/account_groups.py:69
+#: apps/accounts/views/account_groups.py:152 apps/accounts/views/accounts.py:68
+#: apps/accounts/views/accounts.py:106 apps/dca/views.py:62
+#: apps/dca/views.py:145 apps/rules/views.py:118 apps/rules/views.py:228
+#: apps/transactions/views/categories.py:91
+#: apps/transactions/views/categories.py:129
+#: apps/transactions/views/entities.py:91
+#: apps/transactions/views/entities.py:171 apps/transactions/views/tags.py:91
+#: apps/transactions/views/tags.py:171
+msgid "Only the owner can edit this"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:82
 msgid "Account Group updated successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:104
-msgid "Account Group deleted successfully"
-msgstr ""
-
-#: apps/accounts/views/account_groups.py:109
-#: apps/accounts/views/accounts.py:137 apps/dca/views.py:106
-#: apps/rules/views.py:191 apps/transactions/views/categories.py:163
-#: apps/transactions/views/entities.py:135 apps/transactions/views/tags.py:131
+#: apps/accounts/views/account_groups.py:111
+#: apps/accounts/views/accounts.py:145 apps/dca/views.py:104
+#: apps/rules/views.py:185 apps/transactions/views/categories.py:168
+#: apps/transactions/views/entities.py:130 apps/transactions/views/tags.py:130
 msgid "Item no longer shared with you"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:132
-#: apps/accounts/views/accounts.py:182 apps/dca/views.py:131
-#: apps/rules/views.py:217 apps/transactions/views/categories.py:188
-#: apps/transactions/views/entities.py:160 apps/transactions/views/tags.py:154
+#: apps/accounts/views/account_groups.py:114
+msgid "Account Group deleted successfully"
+msgstr ""
+
+#: apps/accounts/views/account_groups.py:135
+#: apps/accounts/views/accounts.py:189 apps/dca/views.py:128
+#: apps/rules/views.py:210 apps/transactions/views/categories.py:192
+#: apps/transactions/views/entities.py:154 apps/transactions/views/tags.py:154
 msgid "Ownership taken successfully"
 msgstr ""
 
-#: apps/accounts/views/account_groups.py:152
-#: apps/accounts/views/accounts.py:106 apps/dca/views.py:151
-#: apps/rules/views.py:238 apps/transactions/views/categories.py:130
-#: apps/transactions/views/entities.py:180 apps/transactions/views/tags.py:174
+#: apps/accounts/views/account_groups.py:165
+#: apps/accounts/views/accounts.py:119 apps/dca/views.py:158
+#: apps/rules/views.py:241 apps/transactions/views/categories.py:142
+#: apps/transactions/views/entities.py:184 apps/transactions/views/tags.py:184
 msgid "Configuration saved successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:50
+#: apps/accounts/views/accounts.py:44
 msgid "Account added successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:78
+#: apps/accounts/views/accounts.py:81
 msgid "Account updated successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:132
+#: apps/accounts/views/accounts.py:148
 msgid "Account deleted successfully"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:158
+#: apps/accounts/views/accounts.py:165
 msgid "Account is now tracked"
 msgstr ""
 
-#: apps/accounts/views/accounts.py:161
+#: apps/accounts/views/accounts.py:168
 msgid "Account is now untracked"
 msgstr ""
 
@@ -338,7 +350,6 @@ msgid ""
 msgstr ""
 
 #: apps/common/forms.py:76 apps/users/forms.py:172
-#: templates/transactions/fragments/filter_actions.html:5
 msgid "Save"
 msgstr ""
 
@@ -453,9 +464,10 @@ msgstr ""
 
 #: apps/common/widgets/tom_select.py:15
 #: templates/mini_tools/unit_price_calculator.html:180
-#: templates/monthly_overview/pages/overview.html:284
-#: templates/transactions/fragments/filter_actions.html:48
-#: templates/transactions/pages/transactions.html:233
+#: templates/monthly_overview/pages/overview.html:275
+#: templates/monthly_overview/pages/overview.html:287
+#: templates/transactions/pages/transactions.html:225
+#: templates/transactions/pages/transactions.html:237
 msgid "Clear"
 msgstr ""
 
@@ -474,7 +486,7 @@ msgstr ""
 #: apps/currencies/forms.py:66 apps/dca/models.py:158 apps/rules/forms.py:176
 #: apps/rules/forms.py:190 apps/rules/models.py:38 apps/rules/models.py:279
 #: apps/transactions/forms.py:85 apps/transactions/forms.py:447
-#: apps/transactions/forms.py:600 apps/transactions/models.py:328
+#: apps/transactions/forms.py:600 apps/transactions/models.py:313
 #: templates/dca/fragments/strategy/details.html:49
 #: templates/exchange_rates/fragments/table.html:10
 #: templates/exchange_rates_services/fragments/table.html:11
@@ -494,7 +506,7 @@ msgid "Decimal Places"
 msgstr ""
 
 #: apps/currencies/models.py:45 apps/export_app/forms.py:25
-#: apps/export_app/forms.py:130 apps/transactions/filters.py:70
+#: apps/export_app/forms.py:130 apps/transactions/filters.py:64
 #: templates/currencies/fragments/list.html:9
 #: templates/currencies/pages/index.html:4 templates/includes/sidebar.html:176
 #: templates/includes/sidebar.html:178
@@ -560,8 +572,8 @@ msgid "Service Type"
 msgstr ""
 
 #: apps/currencies/models.py:119 apps/transactions/filters.py:27
-#: apps/transactions/models.py:242 apps/transactions/models.py:266
-#: apps/transactions/models.py:290 templates/categories/fragments/list.html:16
+#: apps/transactions/models.py:227 apps/transactions/models.py:251
+#: apps/transactions/models.py:275 templates/categories/fragments/list.html:16
 #: templates/entities/fragments/list.html:16
 #: templates/installment_plans/fragments/list.html:16
 #: templates/recurring_transactions/fragments/list.html:16
@@ -740,8 +752,8 @@ msgstr ""
 #: apps/dca/models.py:26 apps/dca/models.py:181 apps/rules/forms.py:180
 #: apps/rules/forms.py:196 apps/rules/models.py:43 apps/rules/models.py:295
 #: apps/transactions/forms.py:469 apps/transactions/forms.py:616
-#: apps/transactions/models.py:342 apps/transactions/models.py:667
-#: apps/transactions/models.py:868 apps/transactions/models.py:1106
+#: apps/transactions/models.py:327 apps/transactions/models.py:650
+#: apps/transactions/models.py:851 apps/transactions/models.py:1085
 msgid "Notes"
 msgstr ""
 
@@ -773,27 +785,27 @@ msgstr ""
 msgid "DCA Entries"
 msgstr ""
 
-#: apps/dca/views.py:44
+#: apps/dca/views.py:38
 msgid "DCA Strategy added successfully"
 msgstr ""
 
-#: apps/dca/views.py:73
+#: apps/dca/views.py:75
 msgid "DCA Strategy updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:101
+#: apps/dca/views.py:107
 msgid "DCA strategy deleted successfully"
 msgstr ""
 
-#: apps/dca/views.py:236
+#: apps/dca/views.py:237
 msgid "Entry added successfully"
 msgstr ""
 
-#: apps/dca/views.py:270
+#: apps/dca/views.py:264
 msgid "Entry updated successfully"
 msgstr ""
 
-#: apps/dca/views.py:303
+#: apps/dca/views.py:290
 msgid "Entry deleted successfully"
 msgstr ""
 
@@ -804,7 +816,7 @@ msgid "Users"
 msgstr ""
 
 #: apps/export_app/forms.py:31 apps/export_app/forms.py:134
-#: apps/transactions/models.py:403 templates/includes/sidebar.html:81
+#: apps/transactions/models.py:388 templates/includes/sidebar.html:81
 #: templates/includes/sidebar.html:142
 #: templates/recurring_transactions/fragments/list_transactions.html:5
 #: templates/recurring_transactions/fragments/table.html:37
@@ -813,7 +825,7 @@ msgid "Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:37 apps/export_app/forms.py:131
-#: apps/transactions/filters.py:74 templates/categories/fragments/list.html:9
+#: apps/transactions/filters.py:68 templates/categories/fragments/list.html:9
 #: templates/categories/pages/index.html:4 templates/includes/sidebar.html:144
 #: templates/insights/fragments/month_by_month.html:18
 #: templates/insights/fragments/month_by_month.html:21
@@ -824,12 +836,12 @@ msgstr ""
 
 #: apps/export_app/forms.py:49 apps/export_app/forms.py:133
 #: apps/rules/forms.py:185 apps/rules/forms.py:195 apps/rules/models.py:46
-#: apps/rules/models.py:307 apps/transactions/filters.py:84
+#: apps/rules/models.py:307 apps/transactions/filters.py:78
 #: apps/transactions/forms.py:77 apps/transactions/forms.py:323
 #: apps/transactions/forms.py:491 apps/transactions/forms.py:771
-#: apps/transactions/forms.py:1015 apps/transactions/models.py:301
-#: apps/transactions/models.py:357 apps/transactions/models.py:663
-#: apps/transactions/models.py:865 apps/transactions/models.py:1121
+#: apps/transactions/forms.py:1015 apps/transactions/models.py:286
+#: apps/transactions/models.py:342 apps/transactions/models.py:646
+#: apps/transactions/models.py:848 apps/transactions/models.py:1100
 #: templates/entities/fragments/list.html:9
 #: templates/entities/pages/index.html:4 templates/includes/sidebar.html:156
 #: templates/insights/fragments/category_overview/index.html:54
@@ -841,14 +853,14 @@ msgid "Entities"
 msgstr ""
 
 #: apps/export_app/forms.py:55 apps/export_app/forms.py:137
-#: apps/transactions/models.py:905 templates/includes/sidebar.html:110
+#: apps/transactions/models.py:888 templates/includes/sidebar.html:110
 #: templates/recurring_transactions/fragments/list.html:9
 #: templates/recurring_transactions/pages/index.html:4
 msgid "Recurring Transactions"
 msgstr ""
 
 #: apps/export_app/forms.py:61 apps/export_app/forms.py:135
-#: apps/transactions/models.py:681 templates/includes/sidebar.html:104
+#: apps/transactions/models.py:664 templates/includes/sidebar.html:104
 #: templates/installment_plans/fragments/list.html:9
 #: templates/installment_plans/pages/index.html:4
 msgid "Installment Plans"
@@ -1000,7 +1012,7 @@ msgid "Run deleted successfully"
 msgstr ""
 
 #: apps/insights/forms.py:118 apps/insights/utils/sankey.py:36
-#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:209
+#: apps/insights/utils/sankey.py:167 apps/transactions/filters.py:203
 #: templates/insights/fragments/category_overview/index.html:96
 #: templates/insights/fragments/category_overview/index.html:407
 #: templates/insights/fragments/category_overview/index.html:436
@@ -1098,15 +1110,15 @@ msgstr ""
 
 #: apps/rules/forms.py:174 apps/rules/forms.py:188 apps/rules/models.py:36
 #: apps/rules/models.py:271 apps/transactions/forms.py:433
-#: apps/transactions/models.py:325 apps/transactions/models.py:623
-#: apps/transactions/models.py:846 apps/transactions/models.py:1091
+#: apps/transactions/models.py:310 apps/transactions/models.py:606
+#: apps/transactions/models.py:829 apps/transactions/models.py:1070
 msgid "Type"
 msgstr ""
 
 #: apps/rules/forms.py:175 apps/rules/forms.py:189 apps/rules/models.py:37
 #: apps/rules/models.py:275 apps/transactions/filters.py:22
-#: apps/transactions/forms.py:437 apps/transactions/models.py:327
-#: apps/transactions/models.py:1093 templates/cotton/transaction/item.html:20
+#: apps/transactions/forms.py:437 apps/transactions/models.py:312
+#: apps/transactions/models.py:1072 templates/cotton/transaction/item.html:20
 #: templates/cotton/transaction/item.html:31
 #: templates/transactions/widgets/paid_toggle_button.html:10
 #: templates/transactions/widgets/unselectable_paid_toggle_button.html:13
@@ -1116,15 +1128,15 @@ msgstr ""
 #: apps/rules/forms.py:177 apps/rules/forms.py:191 apps/rules/models.py:39
 #: apps/rules/models.py:283 apps/transactions/forms.py:89
 #: apps/transactions/forms.py:453 apps/transactions/forms.py:603
-#: apps/transactions/forms.py:777 apps/transactions/models.py:329
-#: apps/transactions/models.py:641 apps/transactions/models.py:870
+#: apps/transactions/forms.py:777 apps/transactions/models.py:314
+#: apps/transactions/models.py:624 apps/transactions/models.py:853
 msgid "Reference Date"
 msgstr ""
 
 #: apps/rules/forms.py:178 apps/rules/forms.py:192 apps/rules/models.py:41
 #: apps/rules/models.py:287 apps/transactions/forms.py:460
-#: apps/transactions/models.py:335 apps/transactions/models.py:851
-#: apps/transactions/models.py:1099
+#: apps/transactions/models.py:320 apps/transactions/models.py:834
+#: apps/transactions/models.py:1078
 #: templates/insights/fragments/sankey.html:102
 #: templates/installment_plans/fragments/table.html:18
 #: templates/quick_transactions/fragments/list.html:15
@@ -1135,27 +1147,27 @@ msgstr ""
 #: apps/rules/forms.py:179 apps/rules/forms.py:193 apps/rules/models.py:14
 #: apps/rules/models.py:42 apps/rules/models.py:291
 #: apps/transactions/forms.py:464 apps/transactions/forms.py:607
-#: apps/transactions/models.py:340 apps/transactions/models.py:625
-#: apps/transactions/models.py:854 apps/transactions/models.py:1104
+#: apps/transactions/models.py:325 apps/transactions/models.py:608
+#: apps/transactions/models.py:837 apps/transactions/models.py:1083
 msgid "Description"
 msgstr ""
 
 #: apps/rules/forms.py:182 apps/rules/forms.py:198 apps/rules/models.py:47
-#: apps/rules/models.py:299 apps/transactions/models.py:379
-#: apps/transactions/models.py:1126
+#: apps/rules/models.py:299 apps/transactions/models.py:364
+#: apps/transactions/models.py:1105
 msgid "Internal Note"
 msgstr ""
 
 #: apps/rules/forms.py:183 apps/rules/forms.py:199 apps/rules/models.py:48
-#: apps/rules/models.py:303 apps/transactions/models.py:381
-#: apps/transactions/models.py:1128
+#: apps/rules/models.py:303 apps/transactions/models.py:366
+#: apps/transactions/models.py:1107
 msgid "Internal ID"
 msgstr ""
 
 #: apps/rules/forms.py:186 apps/rules/forms.py:200 apps/rules/models.py:40
 #: apps/rules/models.py:319 apps/transactions/forms.py:620
-#: apps/transactions/models.py:239 apps/transactions/models.py:330
-#: apps/transactions/models.py:1094
+#: apps/transactions/models.py:224 apps/transactions/models.py:315
+#: apps/transactions/models.py:1073
 msgid "Mute"
 msgstr ""
 
@@ -1168,7 +1180,7 @@ msgid "Set Values"
 msgstr ""
 
 #: apps/rules/forms.py:407 apps/rules/forms.py:442 apps/rules/forms.py:477
-#: apps/transactions/models.py:402 apps/transactions/models.py:560
+#: apps/transactions/models.py:387 apps/transactions/models.py:544
 msgid "Transaction"
 msgstr ""
 
@@ -1262,15 +1274,15 @@ msgstr ""
 msgid "Update or create transaction action"
 msgstr ""
 
-#: apps/rules/views.py:79
+#: apps/rules/views.py:71
 msgid "Rule deactivated successfully"
 msgstr ""
 
-#: apps/rules/views.py:81
+#: apps/rules/views.py:73
 msgid "Rule activated successfully"
 msgstr ""
 
-#: apps/rules/views.py:100
+#: apps/rules/views.py:92
 msgid "Rule added successfully"
 msgstr ""
 
@@ -1278,27 +1290,27 @@ msgstr ""
 msgid "Rule updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:186
+#: apps/rules/views.py:188
 msgid "Rule deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:306
+#: apps/rules/views.py:305
 msgid "Action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:341
+#: apps/rules/views.py:336
 msgid "Action deleted successfully"
 msgstr ""
 
-#: apps/rules/views.py:367
+#: apps/rules/views.py:360
 msgid "Update or Create Transaction action added successfully"
 msgstr ""
 
-#: apps/rules/views.py:402
+#: apps/rules/views.py:393
 msgid "Update or Create Transaction action updated successfully"
 msgstr ""
 
-#: apps/rules/views.py:434
+#: apps/rules/views.py:423
 msgid "Update or Create Transaction action deleted successfully"
 msgstr ""
 
@@ -1315,58 +1327,58 @@ msgstr ""
 msgid "Muted"
 msgstr ""
 
-#: apps/transactions/filters.py:51
+#: apps/transactions/filters.py:45
 msgid "Content"
 msgstr ""
 
-#: apps/transactions/filters.py:57
+#: apps/transactions/filters.py:51
 msgid "Transaction Type"
 msgstr ""
 
-#: apps/transactions/filters.py:95
+#: apps/transactions/filters.py:89
 msgid "Mute Status"
 msgstr ""
 
-#: apps/transactions/filters.py:100
+#: apps/transactions/filters.py:94
 msgid "Date from"
 msgstr ""
 
-#: apps/transactions/filters.py:105 apps/transactions/filters.py:115
+#: apps/transactions/filters.py:99 apps/transactions/filters.py:109
 msgid "Until"
 msgstr ""
 
-#: apps/transactions/filters.py:110
+#: apps/transactions/filters.py:104
 msgid "Reference date from"
 msgstr ""
 
-#: apps/transactions/filters.py:120
+#: apps/transactions/filters.py:114
 msgid "Amount min"
 msgstr ""
 
-#: apps/transactions/filters.py:125
+#: apps/transactions/filters.py:119
 msgid "Amount max"
 msgstr ""
 
-#: apps/transactions/filters.py:208
+#: apps/transactions/filters.py:202
 msgid "Categorized"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 msgid "Tagged"
 msgstr ""
 
-#: apps/transactions/filters.py:215
+#: apps/transactions/filters.py:209
 #: templates/insights/fragments/category_overview/index.html:189
 #: templates/insights/fragments/month_by_month.html:121
 #: templates/insights/fragments/year_by_year.html:75
 msgid "Untagged"
 msgstr ""
 
-#: apps/transactions/filters.py:221
+#: apps/transactions/filters.py:215
 msgid "Any entity"
 msgstr ""
 
-#: apps/transactions/filters.py:222
+#: apps/transactions/filters.py:216
 #: templates/insights/fragments/category_overview/index.html:282
 #: templates/insights/fragments/month_by_month.html:123
 #: templates/insights/fragments/year_by_year.html:77
@@ -1441,42 +1453,42 @@ msgstr ""
 msgid "End date should be after the start date"
 msgstr ""
 
-#: apps/transactions/models.py:244
+#: apps/transactions/models.py:229
 msgid ""
 "Deactivated categories won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:252
+#: apps/transactions/models.py:237
 msgid "Transaction Category"
 msgstr ""
 
-#: apps/transactions/models.py:253
+#: apps/transactions/models.py:238
 msgid "Transaction Categories"
 msgstr ""
 
-#: apps/transactions/models.py:268
+#: apps/transactions/models.py:253
 msgid ""
 "Deactivated tags won't be able to be selected when creating new transactions"
 msgstr ""
 
-#: apps/transactions/models.py:276 apps/transactions/models.py:277
+#: apps/transactions/models.py:261 apps/transactions/models.py:262
 msgid "Transaction Tags"
 msgstr ""
 
-#: apps/transactions/models.py:292
+#: apps/transactions/models.py:277
 msgid ""
 "Deactivated entities won't be able to be selected when creating new "
 "transactions"
 msgstr ""
 
-#: apps/transactions/models.py:300
+#: apps/transactions/models.py:285
 #: templates/insights/fragments/month_by_month.html:88
 #: templates/insights/fragments/year_by_year.html:56
 msgid "Entity"
 msgstr ""
 
-#: apps/transactions/models.py:312 apps/transactions/models.py:1071
+#: apps/transactions/models.py:297 apps/transactions/models.py:1050
 #: templates/calendar_view/fragments/list.html:42
 #: templates/calendar_view/fragments/list.html:44
 #: templates/calendar_view/fragments/list.html:52
@@ -1488,7 +1500,7 @@ msgstr ""
 msgid "Income"
 msgstr ""
 
-#: apps/transactions/models.py:313 apps/transactions/models.py:1072
+#: apps/transactions/models.py:298 apps/transactions/models.py:1051
 #: templates/calendar_view/fragments/list.html:46
 #: templates/calendar_view/fragments/list.html:48
 #: templates/calendar_view/fragments/list.html:56
@@ -1499,157 +1511,157 @@ msgstr ""
 msgid "Expense"
 msgstr ""
 
-#: apps/transactions/models.py:368 apps/transactions/models.py:680
+#: apps/transactions/models.py:353 apps/transactions/models.py:663
 msgid "Installment Plan"
 msgstr ""
 
-#: apps/transactions/models.py:377 apps/transactions/models.py:904
+#: apps/transactions/models.py:362 apps/transactions/models.py:887
 msgid "Recurring Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:385
+#: apps/transactions/models.py:370
 msgid "Deleted"
 msgstr ""
 
-#: apps/transactions/models.py:390
+#: apps/transactions/models.py:375
 msgid "Deleted At"
 msgstr ""
 
-#: apps/transactions/models.py:504 templates/tags/fragments/table.html:69
+#: apps/transactions/models.py:489 templates/tags/fragments/table.html:69
 msgid "No tags"
 msgstr ""
 
-#: apps/transactions/models.py:506
+#: apps/transactions/models.py:491
 msgid "No category"
 msgstr ""
 
-#: apps/transactions/models.py:508
+#: apps/transactions/models.py:493
 msgid "No description"
 msgstr ""
 
-#: apps/transactions/models.py:565
+#: apps/transactions/models.py:549
 msgid "File"
 msgstr ""
 
-#: apps/transactions/models.py:567
+#: apps/transactions/models.py:551
 msgid "Original Name"
 msgstr ""
 
-#: apps/transactions/models.py:569
+#: apps/transactions/models.py:553
 msgid "Content Type"
 msgstr ""
 
-#: apps/transactions/models.py:571
+#: apps/transactions/models.py:555
 msgid "Size"
 msgstr ""
 
-#: apps/transactions/models.py:576
+#: apps/transactions/models.py:560
 msgid "Uploaded By"
 msgstr ""
 
-#: apps/transactions/models.py:581
+#: apps/transactions/models.py:565
 msgid "Transaction Attachment"
 msgstr ""
 
-#: apps/transactions/models.py:582
+#: apps/transactions/models.py:566
 msgid "Transaction Attachments"
 msgstr ""
 
-#: apps/transactions/models.py:612 templates/includes/sidebar.html:57
+#: apps/transactions/models.py:595 templates/includes/sidebar.html:57
 msgid "Yearly"
 msgstr ""
 
-#: apps/transactions/models.py:613 apps/users/models.py:469
+#: apps/transactions/models.py:596 apps/users/models.py:469
 #: templates/includes/sidebar.html:51
 msgid "Monthly"
 msgstr ""
 
-#: apps/transactions/models.py:614
+#: apps/transactions/models.py:597
 msgid "Weekly"
 msgstr ""
 
-#: apps/transactions/models.py:615
+#: apps/transactions/models.py:598
 msgid "Daily"
 msgstr ""
 
-#: apps/transactions/models.py:628
+#: apps/transactions/models.py:611
 msgid "Number of Installments"
 msgstr ""
 
-#: apps/transactions/models.py:633
+#: apps/transactions/models.py:616
 msgid "Installment Start"
 msgstr ""
 
-#: apps/transactions/models.py:634
+#: apps/transactions/models.py:617
 msgid "The installment number to start counting from"
 msgstr ""
 
-#: apps/transactions/models.py:639 apps/transactions/models.py:874
+#: apps/transactions/models.py:622 apps/transactions/models.py:857
 msgid "Start Date"
 msgstr ""
 
-#: apps/transactions/models.py:643 apps/transactions/models.py:875
+#: apps/transactions/models.py:626 apps/transactions/models.py:858
 msgid "End Date"
 msgstr ""
 
-#: apps/transactions/models.py:648
+#: apps/transactions/models.py:631
 msgid "Recurrence"
 msgstr ""
 
-#: apps/transactions/models.py:651
+#: apps/transactions/models.py:634
 msgid "Installment Amount"
 msgstr ""
 
-#: apps/transactions/models.py:670 apps/transactions/models.py:894
+#: apps/transactions/models.py:653 apps/transactions/models.py:877
 msgid "Add description to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:673 apps/transactions/models.py:897
+#: apps/transactions/models.py:656 apps/transactions/models.py:880
 msgid "Add notes to transactions"
 msgstr ""
 
-#: apps/transactions/models.py:833
+#: apps/transactions/models.py:816
 msgid "day(s)"
 msgstr ""
 
-#: apps/transactions/models.py:834
+#: apps/transactions/models.py:817
 msgid "week(s)"
 msgstr ""
 
-#: apps/transactions/models.py:835
+#: apps/transactions/models.py:818
 msgid "month(s)"
 msgstr ""
 
-#: apps/transactions/models.py:836
+#: apps/transactions/models.py:819
 msgid "year(s)"
 msgstr ""
 
-#: apps/transactions/models.py:838
+#: apps/transactions/models.py:821
 #: templates/recurring_transactions/fragments/list.html:18
 msgid "Paused"
 msgstr ""
 
-#: apps/transactions/models.py:877
+#: apps/transactions/models.py:860
 msgid "Recurrence Type"
 msgstr ""
 
-#: apps/transactions/models.py:880
+#: apps/transactions/models.py:863
 msgid "Recurrence Interval"
 msgstr ""
 
-#: apps/transactions/models.py:883
+#: apps/transactions/models.py:866
 msgid "Keep at most"
 msgstr ""
 
-#: apps/transactions/models.py:887
+#: apps/transactions/models.py:870
 msgid "Last Generated Date"
 msgstr ""
 
-#: apps/transactions/models.py:890
+#: apps/transactions/models.py:873
 msgid "Last Generated Reference Date"
 msgstr ""
 
-#: apps/transactions/models.py:1138
+#: apps/transactions/models.py:1117
 #: apps/transactions/views/quick_transactions.py:178
 #: apps/transactions/views/quick_transactions.py:187
 #: apps/transactions/views/quick_transactions.py:189
@@ -1658,7 +1670,7 @@ msgstr ""
 msgid "Quick Transaction"
 msgstr ""
 
-#: apps/transactions/models.py:1139 templates/includes/sidebar.html:98
+#: apps/transactions/models.py:1118 templates/includes/sidebar.html:98
 #: templates/quick_transactions/pages/index.html:5
 #: templates/quick_transactions/pages/index.html:15
 msgid "Quick Transactions"
@@ -1709,27 +1721,27 @@ msgid_plural "%(count)s transactions duplicated successfully"
 msgstr[0] ""
 msgstr[1] ""
 
-#: apps/transactions/views/categories.py:72
+#: apps/transactions/views/categories.py:66
 msgid "Category added successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:102
+#: apps/transactions/views/categories.py:104
 msgid "Category updated successfully"
 msgstr ""
 
-#: apps/transactions/views/categories.py:158
+#: apps/transactions/views/categories.py:171
 msgid "Category deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:72
+#: apps/transactions/views/entities.py:66
 msgid "Entity added successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:102
+#: apps/transactions/views/entities.py:104
 msgid "Entity updated successfully"
 msgstr ""
 
-#: apps/transactions/views/entities.py:130
+#: apps/transactions/views/entities.py:133
 msgid "Entity deleted successfully"
 msgstr ""
 
@@ -1792,15 +1804,15 @@ msgstr ""
 msgid "Recurring Transaction deleted successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:72
+#: apps/transactions/views/tags.py:66
 msgid "Tag added successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:100
+#: apps/transactions/views/tags.py:104
 msgid "Tag updated successfully"
 msgstr ""
 
-#: apps/transactions/views/tags.py:126
+#: apps/transactions/views/tags.py:133
 msgid "Tag deleted successfully"
 msgstr ""
 
@@ -1882,9 +1894,9 @@ msgstr ""
 
 #: apps/users/forms.py:68 apps/users/forms.py:81 apps/users/forms.py:103
 #: templates/monthly_overview/pages/overview.html:98
-#: templates/monthly_overview/pages/overview.html:247
+#: templates/monthly_overview/pages/overview.html:245
 #: templates/transactions/pages/transactions.html:47
-#: templates/transactions/pages/transactions.html:196
+#: templates/transactions/pages/transactions.html:195
 msgid "Default"
 msgstr ""
 
@@ -2211,7 +2223,6 @@ msgstr ""
 #: templates/rules/fragments/transaction_rule/view.html:92
 #: templates/rules/fragments/transaction_rule/view.html:133
 #: templates/tags/fragments/table.html:51
-#: templates/transactions/fragments/filter_presets.html:28
 #: templates/users/fragments/api_tokens.html:93
 msgid "Delete"
 msgstr ""
@@ -2316,8 +2327,8 @@ msgid "Current balance"
 msgstr ""
 
 #: templates/accounts/fragments/account_reconciliation.html:36
-#: templates/net_worth/net_worth.html:147
-#: templates/net_worth/net_worth.html:407
+#: templates/net_worth/net_worth.html:146
+#: templates/net_worth/net_worth.html:396
 msgid "Difference"
 msgstr ""
 
@@ -2697,19 +2708,19 @@ msgstr ""
 msgid "Amount Bought"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:409
+#: templates/dca/fragments/strategy/details.html:384
 msgid "Entry Price vs Current Price"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:423
+#: templates/dca/fragments/strategy/details.html:398
 msgid "Days Between Investments"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:469
+#: templates/dca/fragments/strategy/details.html:444
 msgid "Investment Frequency"
 msgstr ""
 
-#: templates/dca/fragments/strategy/details.html:471
+#: templates/dca/fragments/strategy/details.html:446
 msgid "The straighter the blue line, the more consistent your DCA strategy is."
 msgstr ""
 
@@ -2946,7 +2957,6 @@ msgid "Reload"
 msgstr ""
 
 #: templates/includes/scripts/hyperscript/swal.html:13
-#: templates/transactions/fragments/filter_actions.html:4
 msgid "Cancel"
 msgstr ""
 
@@ -3361,16 +3371,16 @@ msgid "Summary"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:99
-#: templates/monthly_overview/pages/overview.html:256
+#: templates/monthly_overview/pages/overview.html:254
 #: templates/transactions/pages/transactions.html:48
-#: templates/transactions/pages/transactions.html:205
+#: templates/transactions/pages/transactions.html:204
 msgid "Oldest first"
 msgstr ""
 
 #: templates/monthly_overview/pages/overview.html:100
-#: templates/monthly_overview/pages/overview.html:265
+#: templates/monthly_overview/pages/overview.html:263
 #: templates/transactions/pages/transactions.html:49
-#: templates/transactions/pages/transactions.html:214
+#: templates/transactions/pages/transactions.html:213
 msgid "Newest first"
 msgstr ""
 
@@ -3379,8 +3389,8 @@ msgstr ""
 msgid "Filter transactions"
 msgstr ""
 
-#: templates/monthly_overview/pages/overview.html:237
-#: templates/transactions/pages/transactions.html:186
+#: templates/monthly_overview/pages/overview.html:235
+#: templates/transactions/pages/transactions.html:185
 msgid "Order by"
 msgstr ""
 
@@ -3389,24 +3399,24 @@ msgstr ""
 msgid "By currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:84 templates/net_worth/net_worth.html:85
+#: templates/net_worth/net_worth.html:84
 msgid "Consolidated"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:135
+#: templates/net_worth/net_worth.html:134
 msgid "Evolution"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:163
+#: templates/net_worth/net_worth.html:162
 #: templates/yearly_overview/pages/overview_by_account.html:4
 msgid "By account"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:271
+#: templates/net_worth/net_worth.html:270
 msgid "Evolution by currency"
 msgstr ""
 
-#: templates/net_worth/net_worth.html:345
+#: templates/net_worth/net_worth.html:334
 msgid "Evolution by account"
 msgstr ""
 
@@ -3486,19 +3496,15 @@ msgstr ""
 msgid "View"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Deactivate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:71
+#: templates/rules/fragments/list.html:70
 msgid "Activate"
 msgstr ""
 
-#: templates/rules/fragments/list.html:77
-msgid "Only the owner can change this"
-msgstr ""
-
-#: templates/rules/fragments/list.html:96
+#: templates/rules/fragments/list.html:89
 msgid "No rules"
 msgstr ""
 
@@ -3641,40 +3647,6 @@ msgstr ""
 msgid "transactions"
 msgstr ""
 
-#: templates/transactions/fragments/filter_actions.html:2
-msgid "Save filter preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:3
-msgid "Preset name"
-msgstr ""
-
-#: templates/transactions/fragments/filter_actions.html:40
-msgid "Save preset"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:6
-msgid "Filter presets"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:21
-#, python-format
-msgid "Delete %(name)s"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:26
-msgid "Delete filter preset?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:27
-#, python-format
-msgid "Delete “%(name)s”?"
-msgstr ""
-
-#: templates/transactions/fragments/filter_presets.html:34
-msgid "No saved presets"
-msgstr ""
-
 #: templates/transactions/fragments/list_all.html:58
 msgid "No transactions found"
 msgstr ""

app/templates/dca/fragments/strategy/details.html

@@ -331,8 +331,6 @@
                                 },
                                 scales: {
                                     x: {
-                                        min: Math.max(0, priceData.labels.length - 20),
-                                        max: Math.max(0, priceData.labels.length - 1),
                                         grid: {
                                             display: false
                                         },
@@ -371,29 +369,6 @@
                                     }
                                 },
                                 plugins: {
-                                    zoom: {
-                                        limits: {
-                                            x: {
-                                                min: 0,
-                                                max: Math.max(0, priceData.labels.length - 1),
-                                                minRange: 5
-                                            }
-                                        },
-                                        pan: {
-                                            enabled: true,
-                                            mode: 'x'
-                                        },
-                                        zoom: {
-                                            wheel: {
-                                                enabled: true,
-                                                modifierKey: 'ctrl'
-                                            },
-                                            pinch: {
-                                                enabled: true
-                                            },
-                                            mode: 'x'
-                                        }
-                                    },
                                     legend: {
                                         position: 'top'
                                     },

app/templates/includes/tools/calculator.html

@@ -52,8 +52,7 @@
         <i class="fa-solid fa-grip"></i>
       </div>
 
-      <div class="relative">
-        <input type="search"
+      <input type="search"
              class="input w-full"
              id="calculator-input"
              _="on click me.focus()
@@ -91,15 +90,14 @@
                 then remove .swing-out-top-bck from #calculator-result-container
               end"
              placeholder="2 + 2">
-        <div class="btn btn-error btn-circle absolute cursor-pointer top-0 right-0 translate-x-1/2 -translate-y-1/2 p-0 flex items-center justify-center w-5 h-5"
-             _="on click trigger show on #calculator">
-          <i class="fa-solid fa-xmark flex items-center justify-center w-full h-full content-center text-xs"></i>
-        </div>
-      </div>
       <div class="hidden" id="calculator-result-container">
         <div class="flex flex-row py-3 px-5 justify-between">
           <div class="text-subtle">=</div>
           <div id="calculator-result" class="select-all"></div>
         </div>
       </div>
+      <div class="btn btn-error btn-circle absolute cursor-pointer top-0 left-full start-100 -translate-x-1/2 -translate-y-1/2 p-0 flex items-center justify-center w-5 h-5"
+            _="on click trigger show on #calculator">
+        <i class="fa-solid fa-xmark flex items-center justify-center w-full h-full content-center text-xs"></i>
+      </div>
     </div>

app/templates/monthly_overview/pages/overview.html

@@ -107,7 +107,7 @@
                     @click="filterOpen = !filterOpen"
                     :aria-expanded="filterOpen" id="filter-button"
                     title="{% translate 'Filter transactions' %}"
-                    _="on change from #filter-container
+                    _="on load or change from #filter
                          -- Check if any filter has a non-default value
                          set hasActiveFilter to false
 
@@ -208,7 +208,7 @@
                            add .hidden to #filter-active-indicator
                          end">
               <i class="fa-solid fa-filter fa-fw"></i>
-              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full {% if not filter_is_active %}hidden {% endif %}z-10"></span>
+              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
             </button>
 
             {# Search box #}
@@ -228,8 +228,6 @@
                          show <.transaction/> in <#transactions-list/>
                          when its textContent.toLowerCase() contains my value.toLowerCase()">
 
-            {% include "transactions/fragments/filter_presets.html" %}
-
             {# Order by icon dropdown #}
             <div>
               <button class="btn btn-secondary join-item" type="button"
@@ -272,16 +270,21 @@
           {# Filter transactions form #}
           <div class="z-1" x-show="filterOpen" x-collapse x-cloak>
             <div class="card card-body bg-base-200 mt-2">
-              {% include "transactions/fragments/filter_actions.html" %}
+              <div class="text-right">
+                <button class="btn btn-outline btn-error btn-sm w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
 
-              {% include "transactions/fragments/filter_form.html" %}
+              <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-right">
-                <a class="btn btn-outline btn-error btn-sm w-fit"
-                   href="{{ request.path }}"
-                   hx-get="{% url 'transaction_filter_clear' %}"
-                   hx-target="#filter"
-                   hx-swap="outerHTML">{% translate 'Clear' %}</a>
+                <button class="btn btn-outline btn-error btn-sm w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
               </div>
             </div>
           </div>

app/templates/net_worth/net_worth.html

@@ -56,7 +56,7 @@
                   <li>
                     {% if currency.consolidated and currency.consolidated.total_final != currency.total_final %}
                       <a class="cursor-pointer select-auto flex justify-between items-center w-full"
-                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}', '{{ currency.currency.name }}')">
+                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
                         <span
                             class="currency-name text-start font-mono shrink text-ellipsis">{{ currency.currency.name }}</span>
                         <span class="text-end shrink-0">
@@ -80,8 +80,7 @@
                       </a>
                       <ul>
                         <li>
-                          <a class="cursor-pointer text-base-content/60 select-auto flex justify-between items-center w-full"
-                             _="on click showOnlyCurrencyDataset('{{ currency.currency.name }} {% trans "Consolidated" %}', '{{ currency.currency.name }}')">
+                          <a class="text-base-content/60 select-auto flex justify-between items-center w-full">
                             <span class="text-start shrink">{% trans "Consolidated" %}</span>
                             <span class="text-end shrink-0">
                             <c-amount.display :amount="currency.consolidated.total_final"
@@ -96,7 +95,7 @@
                       </ul>
                     {% else %}
                       <a class="cursor-pointer select-auto flex justify-between items-center w-full"
-                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}', '{{ currency.currency.name }}')">
+                         _="on click showOnlyCurrencyDataset('{{ currency.currency.name }}')">
                         <span class="currency-name text-start font-mono shrink">{{ currency.currency.name }}</span>
                         <span class="text-end shrink-0">
                         <div>
@@ -303,16 +302,6 @@
                     }
                 }
             });
-
-            for (const dataset of currencyChart.data.datasets) {
-                if (!dataset.colorSource) continue;
-                const source = currencyChart.data.datasets.find(
-                    candidate => candidate.label === dataset.colorSource
-                );
-                dataset.borderColor = source.borderColor;
-                dataset.backgroundColor = source.backgroundColor;
-            }
-            currencyChart.update('none');
         }
     </script>
     <script id="accountBalanceChartScript">
@@ -459,7 +448,7 @@
         call accountChart.update()
       end
 
-      def showOnlyCurrencyDataset(datasetName, differenceDatasetName)
+      def showOnlyCurrencyDataset(datasetName)
         for dataset in currencyChart.data.datasets
           set isMatch to dataset.label is datasetName
           call currencyChart.setDatasetVisibility(currencyChart.data.datasets.indexOf(dataset), isMatch)
@@ -467,7 +456,7 @@
         call currencyChart.update()
 
         for dataset in monthlyDifferenceChart.data.datasets
-          set isMatch to dataset.label is differenceDatasetName
+          set isMatch to dataset.label is datasetName
           call monthlyDifferenceChart.setDatasetVisibility(monthlyDifferenceChart.data.datasets.indexOf(dataset), isMatch)
         end
         call monthlyDifferenceChart.update()

app/templates/rules/fragments/list.html

@@ -64,21 +64,14 @@
                   </div>
                 </td>
                 <td class="table-col-auto">
-                  {% if not rule.owner or user == rule.owner %}
-                    <a class="no-underline cursor-pointer"
-                       role="button"
-                       data-tippy-content="
-                         {% if rule.active %}{% translate "Deactivate" %}{% else %}{% translate "Activate" %}{% endif %}"
-                       hx-get="{% url 'transaction_rule_toggle_activity' transaction_rule_id=rule.id %}">
-                      {% if rule.active %}<i class="fa-solid fa-toggle-on text-success"></i>{% else %}
-                        <i class="fa-solid fa-toggle-off text-error"></i>{% endif %}
-                    </a>
-                  {% else %}
-                    <span data-tippy-content="{% translate "Only the owner can change this" %}">
-                      {% if rule.active %}<i class="fa-solid fa-toggle-on text-success opacity-50"></i>{% else %}
-                        <i class="fa-solid fa-toggle-off text-error opacity-50"></i>{% endif %}
-                    </span>
-                  {% endif %}
+                  <a class="no-underline cursor-pointer"
+                     role="button"
+                     data-tippy-content="
+                       {% if rule.active %}{% translate "Deactivate" %}{% else %}{% translate "Activate" %}{% endif %}"
+                     hx-get="{% url 'transaction_rule_toggle_activity' transaction_rule_id=rule.id %}">
+                    {% if rule.active %}<i class="fa-solid fa-toggle-on text-success"></i>{% else %}
+                      <i class="fa-solid fa-toggle-off text-error"></i>{% endif %}
+                  </a>
                 </td>
                 <td class="table-col-auto text-center">
                   <div>{{ rule.order }}</div>

app/templates/transactions/fragments/filter_actions.html

@@ -1,50 +0,0 @@
-{% load i18n %}
-{% translate "Save filter preset" as save_filter_preset_title %}
-{% translate "Preset name" as preset_name_label %}
-{% translate "Cancel" as cancel_label %}
-{% translate "Save" as save_label %}
-
-<div class="flex justify-end gap-2">
-  <form id="save-filter-preset"
-        hx-post="{% url 'filter_preset_create' %}"
-        hx-include="#filter"
-        hx-target="#filter-presets"
-        hx-swap="outerHTML">
-    <input id="filter-preset-name" type="hidden" name="name">
-    <button class="btn btn-outline btn-primary btn-sm" type="button"
-            data-title="{{ save_filter_preset_title }}"
-            data-input-label="{{ preset_name_label }}"
-            data-cancel-text="{{ cancel_label }}"
-            data-confirm-text="{{ save_label }}"
-            _="on click
-                 call Swal.fire({title: @data-title,
-                                 input: 'text',
-                                 inputLabel: @data-input-label,
-                                 inputAttributes: {maxlength: '100'},
-                                 showCancelButton: true,
-                                 cancelButtonText: @data-cancel-text,
-                                 confirmButtonText: @data-confirm-text,
-                                 customClass: {
-                                   confirmButton: 'btn btn-primary me-3',
-                                   cancelButton: 'btn btn-error'
-                                 },
-                                 buttonsStyling: false})
-                 if result.isConfirmed
-                   set presetName to result.value.trim()
-                   if presetName is not ''
-                     set #filter-preset-name.value to presetName
-                     trigger submit on #save-filter-preset
-                   end
-                 end">
-      <i class="fa-solid fa-bookmark fa-fw"></i>
-      {% translate 'Save preset' %}
-    </button>
-  </form>
-  <a class="btn btn-outline btn-error btn-sm"
-     href="{{ request.path }}"
-     hx-get="{% url 'transaction_filter_clear' %}"
-     hx-target="#filter"
-     hx-swap="outerHTML">
-    {% translate 'Clear' %}
-  </a>
-</div>

app/templates/transactions/fragments/filter_form.html

@@ -1,18 +0,0 @@
-{% load crispy_forms_tags %}
-
-<form _="on change or submit or search
-           if event.type is 'submit'
-             halt the event
-           end
-           trigger updated on window
-         end
-         install init_tom_select
-         install init_datepicker"
-      id="filter" class="mt-3">
-  {% crispy filter.form %}
-</form>
-{% if swap_filter_indicator %}
-  <span id="filter-active-indicator"
-        class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full {% if not filter_is_active %}hidden {% endif %}z-10"
-        hx-swap-oob="outerHTML"></span>
-{% endif %}

app/templates/transactions/fragments/filter_presets.html

@@ -1,37 +0,0 @@
-{% load i18n %}
-
-<div id="filter-presets">
-  <button class="btn btn-secondary join-item" type="button"
-          data-bs-toggle="dropdown" aria-expanded="false"
-          title="{% translate 'Filter presets' %}">
-    <i class="fa-solid fa-bookmark fa-fw"></i>
-  </button>
-  <ul class="dropdown-menu dropdown-menu-end menu min-w-52">
-    {% for preset in filter_presets %}
-      <li class="group flex-row items-center">
-        <button class="grow justify-start"
-                type="button"
-                hx-get="{% url 'filter_preset_apply' preset.id %}"
-                hx-target="#filter"
-                hx-swap="outerHTML">
-          {{ preset.name }}
-        </button>
-        <button class="btn btn-ghost btn-xs opacity-0 group-hover:opacity-100 focus:opacity-100"
-                type="button"
-                aria-label="{% blocktranslate with name=preset.name %}Delete {{ name }}{% endblocktranslate %}"
-                hx-post="{% url 'filter_preset_delete' preset.id %}"
-                hx-trigger="confirmed"
-                hx-target="#filter-presets"
-                hx-swap="outerHTML"
-                data-title="{% translate 'Delete filter preset?' %}"
-                data-text="{% blocktranslate with name=preset.name %}Delete “{{ name }}”?{% endblocktranslate %}"
-                data-confirm-text="{% translate 'Delete' %}"
-                _="install prompt_swal">
-          <i class="fa-solid fa-xmark fa-fw"></i>
-        </button>
-      </li>
-    {% empty %}
-      <li class="menu-disabled"><span>{% translate 'No saved presets' %}</span></li>
-    {% endfor %}
-  </ul>
-</div>

app/templates/transactions/pages/transactions.html

@@ -56,7 +56,7 @@
                     @click="filterOpen = !filterOpen"
                     :aria-expanded="filterOpen" id="filter-button"
                     title="{% translate 'Filter transactions' %}"
-                    _="on change from #filter-container
+                    _="on load or change from #filter
                          -- Check if any filter has a non-default value
                          set hasActiveFilter to false
 
@@ -157,7 +157,7 @@
                            add .hidden to #filter-active-indicator
                          end">
               <i class="fa-solid fa-filter fa-fw"></i>
-              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full {% if not filter_is_active %}hidden {% endif %}z-10"></span>
+              <span id="filter-active-indicator" class="absolute -top-1 -right-1 w-3 h-3 bg-error rounded-full hidden z-10"></span>
             </button>
 
             {# Search box #}
@@ -177,8 +177,7 @@
                          show <.transaction/> in <#transactions-list/>
                          when its textContent.toLowerCase() contains my value.toLowerCase()">
 
-            {% include "transactions/fragments/filter_presets.html" %}
-
+            {# Order by icon dropdown #}
             {# Order by icon dropdown #}
             <div>
               <button class="btn btn-secondary join-item" type="button"
@@ -221,16 +220,21 @@
           {# Filter transactions form #}
           <div class="z-1" x-show="filterOpen" x-collapse x-cloak>
             <div class="card card-body bg-base-200 mt-2">
-              {% include "transactions/fragments/filter_actions.html" %}
+              <div class="text-right">
+                <button class="btn btn-outline btn-error btn-sm w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
+              </div>
 
-              {% include "transactions/fragments/filter_form.html" %}
+              <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-right">
-                <a class="btn btn-outline btn-error btn-sm w-fit"
-                   href="{{ request.path }}"
-                   hx-get="{% url 'transaction_filter_clear' %}"
-                   hx-target="#filter"
-                   hx-swap="outerHTML">{% translate 'Clear' %}</a>
+                <button class="btn btn-outline btn-error btn-sm w-fit"
+                        _="on click call #filter.reset() then trigger change on #filter">{% translate 'Clear' %}</button>
               </div>
             </div>
           </div>

docker/dev/vite/Dockerfile

@@ -4,8 +4,7 @@ WORKDIR /usr/src/frontend
 
 COPY ./frontend/package.json ./frontend/package-lock.json ./
 COPY ./docker/dev/vite/entrypoint.sh /usr/local/bin/vite-entrypoint
-RUN sed -i 's/\r$//g' /usr/local/bin/vite-entrypoint && \
-    chmod +x /usr/local/bin/vite-entrypoint
+RUN chmod +x /usr/local/bin/vite-entrypoint
 
 ENV PATH ./node_modules/.bin/:$PATH
 

frontend/package-lock.json

@@ -23,13 +23,12 @@
         "bootstrap": "^5.3.8",
         "chart.js": "^4.5.1",
         "chartjs-chart-sankey": "^0.14.3",
-        "chartjs-plugin-zoom": "^2.2.0",
         "cuelume": "^0.1.2",
         "daisyui": "5.5.20",
         "htmx.org": "^2.0.10",
         "hyperscript.org": "^0.9.91",
         "mathjs": "^15.2.0",
-        "postcss": "^8.5.26",
+        "postcss": "^8.5.15",
         "pulltorefreshjs": "^0.1.22",
         "sass": "^1.100.0",
         "sweetalert2": "^11.26.25",
@@ -1078,12 +1077,6 @@
       "integrity": "sha512-GhdPgy1el4/ImP05X05Uw4cw2/M93BCUmnEvWZNStlCzEKME4Fkk+YpoA5OiHNQmoS7Cafb8Xa3Pya8m1Qrzeg==",
       "license": "MIT"
     },
-    "node_modules/@types/hammerjs": {
-      "version": "2.0.46",
-      "resolved": "https://registry.npmjs.org/@types/hammerjs/-/hammerjs-2.0.46.tgz",
-      "integrity": "sha512-ynRvcq6wvqexJ9brDMS4BnBLzmr0e14d6ZJTEShTBWKymQiHwlAyGu0ZPEFI2Fh1U53F7tN9ufClWM5KvqkKOw==",
-      "license": "MIT"
-    },
     "node_modules/@vue/reactivity": {
       "version": "3.1.5",
       "resolved": "https://registry.npmjs.org/@vue/reactivity/-/reactivity-3.1.5.tgz",
@@ -1157,9 +1150,9 @@
       "license": "MIT"
     },
     "node_modules/baseline-browser-mapping": {
-      "version": "2.11.20",
-      "resolved": "https://registry.npmjs.org/baseline-browser-mapping/-/baseline-browser-mapping-2.11.20.tgz",
-      "integrity": "sha512-H0ulySigv6icDJ1F7SjtdCD6PrhTpdYCmP0CactWy1+ekh0AFd0o1Wn5T8b+hnTmdBx19u9yhL6wvCylXMY7zw==",
+      "version": "2.10.34",
+      "resolved": "https://registry.npmjs.org/baseline-browser-mapping/-/baseline-browser-mapping-2.10.34.tgz",
+      "integrity": "sha512-IMDedajPifLnHNY0X9n8hKxRTQ6/eTHwr5bDo04WnuqxyKw6LYtQywCuuqPZwhl3aBXMvQpJov42GLCwRRdQzw==",
       "license": "Apache-2.0",
       "bin": {
         "baseline-browser-mapping": "dist/cli.cjs"
@@ -1188,9 +1181,9 @@
       }
     },
     "node_modules/browserslist": {
-      "version": "4.28.8",
-      "resolved": "https://registry.npmjs.org/browserslist/-/browserslist-4.28.8.tgz",
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 import Chart from 'chart.js/auto';
 import {SankeyController, Flow} from 'chartjs-chart-sankey';
-import zoomPlugin from 'chartjs-plugin-zoom';
 
-Chart.register(SankeyController, Flow, zoomPlugin);
+Chart.register(SankeyController, Flow);
 window.Chart = Chart;

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 requires-python = ">=3.11"
 dependencies = [
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